Civic Intelligence

Rotary International District 7550

990EZ • Fiscal year 2019 • EIN 55-0663862

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 25, 2019

Organization ProfileWWW.ROTARY7550.COM
1460 E Main StreetPrinceton, WV 24740

(304) 425-8771

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

19th percentile

-16%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-9.2%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$76,625

Down $14,702 (-16%) from 2018

Net Assets

Down

$76,625

Down $14,702 (-16%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$64,852

Down $6,554 (-9.2%) from 2018

Expenses

Down

$79,554

Down $6,239 (-7.3%) from 2018

Net Income

Down

-$14,702

Down $315 (-2.2%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $53,383Liabilities 2012: $02012Assets 2013: $67,922Net Assets 2013: $67,9222013Assets 2014: $67,876Net Assets 2014: $67,8762014Assets 2015: $84,986Net Assets 2015: $84,9862015Assets 2016: $77,615Net Assets 2016: $77,6152016Assets 2017: $105,714Net Assets 2017: $105,7142017Assets 2018: $91,327Net Assets 2018: $91,3272018Assets 2019: $76,625Net Assets 2019: $76,6252019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2019

Assets$76,625
Liabilities-
Net Assets$76,625
Open 2019 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $50,709Expenses 2012: $52,546Net Income 2012: -$1,8372012Revenue 2013: $87,812Expenses 2013: $73,273Net Income 2013: $14,5392013Revenue 2014: $88,441Expenses 2014: $88,487Net Income 2014: -$462014Revenue 2015: $87,166Expenses 2015: $70,056Net Income 2015: $17,1102015Revenue 2016: $74,349Expenses 2016: $81,720Net Income 2016: -$7,3712016Revenue 2017: $105,743Expenses 2017: $77,644Net Income 2017: $28,0992017Revenue 2018: $71,406Expenses 2018: $85,793Net Income 2018: -$14,3872018Revenue 2019: $64,852Expenses 2019: $79,554Net Income 2019: -$14,7022019Revenue 2020: $42,593Expenses 2020: $6,410Net Income 2020: $36,1832020

Highlighted filing

2019

Revenue$64,852
Expenses$79,554
Net Income-$14,702
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 25, 2019
Return Version
2018v3.1
Gross Receipts
$64,852
Mission and Program Overview

Mission

Rotary distict 7550 primary purpose is to support rotary clubs in southern west virginia.

Program Services

DescriptionGrantsExpenses
TRAINING EVENTS FOR CLUB MEMBERS AND DISTRICT LEADERSHIP FOR THE PURPOSE OF LEARNING ABOUT ROTARY AND THE PROGRAMS AVAILABLE THROUGH ROTARY INTERNATIONAL.-$68,596
DISTRICT GRANTS TO CLUBS WITHIN THE DISTRICT TO FURTHER ROTARY ACTIVITIES AND PROGRAMS.$10,958$10,958
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM FERGUSONDistrict GovPT$0--
JOHN M PERRYTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 7550
EIN
55-0663862
Address
1460 E MAIN STREET, PRINCETON, WV 24740

Signing Officer

Name
John M Perry
Title
Treasurer
Phone
3044258771
Signed
2019-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Lively & Associates Pllc
Address
1460 MAIN STREET, PRINCETON, WV 24740-3068
Preparer
John M Perry
Phone
3044258771
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Class of activity: charitable name: various rotary clubs cash contribution: 10,958”

Form 990-ez, Part I, Line 16

“Expenses district activities 9,614 district training 365 district conference 34,523 district transition 946 dg/dge/dgn expenses 11,887 dues 550 pets 4,000 miscellaneous 373 bank fees 1,011 dacdb & website 2,627 accounting 2,400 ri programs 300 total 68,596”

Form 990-ez, Part III

“Rotary distict 7550 primary purpose is to support rotary clubs in southern west virginia.”

Form 990-ez, Part III, Line 31

“District grants to clubs within the district to further rotary activities and programs.”

Raw XML Appendix105 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN M PERRY
IRS990EZ/BooksInCareOfDetail/PhoneNum03044258771
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01460 E MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PRINCETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024740
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt091327
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076625
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14702
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt091327
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076625
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010958
IRS990EZ/GrossReceiptsAmt064852
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt031230
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091327
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076625
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091327
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076625
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN M PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT GOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068596
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY DISTICT 7550 PRIMARY PURPOSE IS TO SUPPORT ROTARY CLUBS IN SOUTHERN WEST VIRGINIA.
IRS990EZ/ProgramServiceRevenueAmt033609
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINING EVENTS FOR CLUB MEMBERS AND DISTRICT LEADERSHIP FOR THE PURPOSE OF LEARNING ABOUT ROTARY AND THE PROGRAMS AVAILABLE THROUGH ROTARY INTERNATIONAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DISTRICT GRANTS TO CLUBS WITHIN THE DISTRICT TO FURTHER ROTARY ACTIVITIES AND PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010958
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068596
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110958
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079554
IRS990EZ/TotalProgramServiceExpensesAmt079554
IRS990EZ/TotalRevenueAmt064852
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARY7550.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: CHARITABLE NAME: VARIOUS ROTARY CLUBS CASH CONTRIBUTION: 10,958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES DISTRICT ACTIVITIES 9,614 DISTRICT TRAINING 365 DISTRICT CONFERENCE 34,523 DISTRICT TRANSITION 946 DG/DGE/DGN EXPENSES 11,887 DUES 550 PETS 4,000 MISCELLANEOUS 373 BANK FEES 1,011 DACDB & WEBSITE 2,627 ACCOUNTING 2,400 RI PROGRAMS 300 TOTAL 68,596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY DISTICT 7550 PRIMARY PURPOSE IS TO SUPPORT ROTARY CLUBS IN SOUTHERN WEST VIRGINIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISTRICT GRANTS TO CLUBS WITHIN THE DISTRICT TO FURTHER ROTARY ACTIVITIES AND PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN M PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03044258771
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 7550
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0550663862
ReturnHeader/Filer/USAddress/AddressLine1Txt01460 E MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0PRINCETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd024740
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E88784D27C168FA89EFBD54F73B9F8E0A49EDC83
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0992E83F8B90DF5B4529726673504EEC70C9F5DD3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-09-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:39:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204130124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIVELY & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01460 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRINCETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0247403068
ReturnHeader/PreparerPersonGrp/PhoneNum03044258771
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M PERRY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-09-30T15:39:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,625
Liabilities
-
Net assets
$76,625
Revenue
$64,852
Expenses
$79,554
Net income
-$14,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.43$0.06$0.36
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.65$0.80$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.71$0.86$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.06$0.78$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.74$0.82$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.87$0.70$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.88$0.88$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.68$0.88$0.73$0.15
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$0.51$0.53$0.02