Civic Intelligence

Rotary International District 7730

990EZ • Fiscal year 2021 • EIN 56-1336206

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 25, 2022

117 Legacy Oaks DrWallace, NC 28466

(910) 271-2541

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

58th percentile

13%

Higher net margin than 58% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

16th percentile

-19%

Faster asset growth than 16% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-25%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$55,513

Down $13,167 (-19%) from 2020

Net Assets

Down

$55,513

Down $13,167 (-19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$123,428

Down $41,379 (-25%) from 2020

Expenses

Down

$107,326

Down $76,841 (-42%) from 2020

Net Income

Up

$16,102

Up $35,462 (+183%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $78,296Net Assets 2010: $78,2962010Assets 2013: $35,626Liabilities 2013: $0Net Assets 2013: $35,6262013Assets 2014: $53,896Liabilities 2014: $0Net Assets 2014: $53,8962014Assets 2015: $37,689Liabilities 2015: $0Net Assets 2015: $37,6892015Assets 2017: $58,514Liabilities 2017: $02017Assets 2018: $39,065Liabilities 2018: $0Net Assets 2018: $39,0652018Assets 2019: $88,040Liabilities 2019: $0Net Assets 2019: $88,0402019Assets 2020: $68,680Liabilities 2020: $0Net Assets 2020: $68,6802020Assets 2021: $55,513Liabilities 2021: $0Net Assets 2021: $55,5132021Assets 2022: $62,172Liabilities 2022: $0Net Assets 2022: $62,1722022Assets 2023: $62,244Liabilities 2023: $0Net Assets 2023: $62,2442023Assets 2024: $61,660Liabilities 2024: $0Net Assets 2024: $61,6602024Assets 2025: $107,084Liabilities 2025: $660Net Assets 2025: $106,4242025

Highlighted filing

2021

Assets$55,513
Liabilities$0
Net Assets$55,513

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $171,760Expenses 2010: $159,722Net Income 2010: $12,0382010Revenue 2013: $134,195Expenses 2013: $138,936Net Income 2013: -$4,7412013Revenue 2014: $156,170Expenses 2014: $137,900Net Income 2014: $18,2702014Revenue 2015: $121,716Expenses 2015: $137,923Net Income 2015: -$16,2072015Revenue 2017: $188,351Expenses 2017: $200,250Net Income 2017: -$11,8992017Revenue 2018: $136,102Expenses 2018: $155,551Net Income 2018: -$19,4492018Revenue 2019: $197,411Expenses 2019: $148,436Net Income 2019: $48,9752019Revenue 2020: $164,807Expenses 2020: $184,167Net Income 2020: -$19,3602020Revenue 2021: $123,428Expenses 2021: $107,326Net Income 2021: $16,1022021Revenue 2022: $186,347Expenses 2022: $179,688Net Income 2022: $6,6592022Revenue 2023: $150,921Expenses 2023: $150,849Net Income 2023: $722023Revenue 2024: $165,261Expenses 2024: $165,845Net Income 2024: -$5842024Revenue 2025: $125,925Expenses 2025: $111,341Net Income 2025: $14,5842025

Highlighted filing

2021

Revenue$123,428
Expenses$107,326
Net Income$16,102
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 25, 2022
Return Version
2020v4.1
Gross Receipts
$123,428
Mission and Program Overview

Mission

Trainingadmin for district Rotary clubs

TRAINING ROTARIANS

Program Services

DescriptionGrantsExpenses
TRAINING ROTARIANS IN THE DISTRICT; PREPARING THEM AND THEIR CLUBS FOR HUMANITARIAN SERVICE AND HELPING TO BUILD GOODWILL AND PEACE IN THE WORLD.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE BAGGETTFinance ChairPT$0--
DAWN ROCHELLEDistrict GovernorPT$0--
JEFF MOUNTDistrict Governor NomineePT$0--
ELLEN DEATONDistrict Governor ElectPT$0--
STEVE PAESTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Inernational District 7730
EIN
56-1336206
Phone
9102712541
Address
117 LEGACY OAKS DR, WALLACE, NC 28466

Signing Officer

Name
Steve Paes
Title
Treasurer
Phone
9102712541
Signed
2022-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Haigh Byrd & Lambert Llp
Address
PO BOX 53349, FAYETTEVILLE, NC 28305-3349
Preparer
Stephen G Terry
Phone
9104831437
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general support of childrens home. Grantee name: boys & girls home of nc. Grantee address: po box 127 lake waccamaw, nc 28540. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: others. Grantee name: various. Amount given: 13,762. Total included on form 990-ez, line 10: 18,762.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: district administrator. Amount: 12,000. Description: other administrative costs. Amount: 8,642. Description: committees. Amount: 16,882. Description: district officers. Amount: 20,511. Description: district rep @ ri events/meetings. Amount: 425. Description: district training. Amount: 25,351. Description: recognitions. Amount: 1,334. Description: ri institute. Amount: 3,176. Description: miscellaneous. Amount: 243. Total to form 990-ez, line 16: 88,564.

Raw XML Appendix122 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09102712541
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0117 LEGACY OAKS DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALLACE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028466
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039411
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055513
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0123428
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt016102
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039411
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055513
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018762
IRS990EZ/GrossReceiptsAmt0123428
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039411
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055513
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039411
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055513
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVE BAGGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN ROCHELLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF MOUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELLEN DEATON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE PAES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISTRICT GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DISTRICT GOVERNOR NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DISTRICT GOVERNOR ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt088564
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING ROTARIANS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINING ROTARIANS IN THE DISTRICT; PREPARING THEM AND THEIR CLUBS FOR HUMANITARIAN SERVICE AND HELPING TO BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0107326
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0123428
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARY7730.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GENERAL SUPPORT OF CHILDRENS HOME. GRANTEE NAME: BOYS & GIRLS HOME OF NC. GRANTEE ADDRESS: PO BOX 127 LAKE WACCAMAW, NC 28540. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: OTHERS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 13,762. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 18,762.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DISTRICT ADMINISTRATOR. AMOUNT: 12,000. DESCRIPTION: OTHER ADMINISTRATIVE COSTS. AMOUNT: 8,642. DESCRIPTION: COMMITTEES. AMOUNT: 16,882. DESCRIPTION: DISTRICT OFFICERS. AMOUNT: 20,511. DESCRIPTION: DISTRICT REP @ RI EVENTS/MEETINGS. AMOUNT: 425. DESCRIPTION: DISTRICT TRAINING. AMOUNT: 25,351. DESCRIPTION: RECOGNITIONS. AMOUNT: 1,334. DESCRIPTION: RI INSTITUTE. AMOUNT: 3,176. DESCRIPTION: MISCELLANEOUS. AMOUNT: 243. TOTAL TO FORM 990-EZ, LINE 16: 88,564.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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ReturnHeader/BusinessOfficerGrp/PhoneNum09102712541
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INERNATIONAL DISTRICT 7730
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0561336206
ReturnHeader/Filer/PhoneNum09102712541
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 LEGACY OAKS DR
ReturnHeader/Filer/USAddress/CityNm0WALLACE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAIGH BYRD & LAMBERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 53349
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAYETTEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum09104831437
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN G TERRY
ReturnHeader/ReturnTs02022-02-05T07:15:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAES
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.06$1.26$1.11$0.15
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.65$1.66$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.51$1.51$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.86$1.80$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.23$1.07$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.65$1.84$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.97$1.48$0.49
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.36$1.56$0.19
2017Summary only. Only limited summary data is available for this year.$0.59$0.00$1.88$2.00$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.22$1.38$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.56$1.38$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$1.34$1.39$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.78$1.72$1.60$0.12