Civic Intelligence

Rotary District 7720

990EZ • Fiscal year 2017 • EIN 56-1825354

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 26, 2017

Organization ProfileN/A
PO Box 1621Manteo, NC 27954

(252) 671-9872

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

7th percentile

-44%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$34,802

Down $26,798 (-44%) from 2016

Net Assets

Down

$32,894

Down $28,706 (-47%) from 2016

Liabilities

$1,908

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin18th percentile

Revenue

Up

$190,213

Up $30,192 (+19%) from 2016

Expenses

Up

$219,930

Up $66,472 (+43%) from 2016

Net Income

Down

-$29,717

Down $36,280 (-553%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$200K$150K$100K$50K$0Assets 2011: $64,131Liabilities 2011: $02011Assets 2012: $53,028Liabilities 2012: $02012Assets 2013: $43,963Liabilities 2013: $02013Assets 2014: $37,684Liabilities 2014: $02014Assets 2015: $49,808Liabilities 2015: $02015Assets 2016: $61,600Net Assets 2016: $61,6002016Assets 2017: $34,802Liabilities 2017: $1,908Net Assets 2017: $32,8942017Assets 2018: $80,434Net Assets 2018: $80,4342018Assets 2019: $94,793Net Assets 2019: $94,7932019Assets 2020: $187,102Net Assets 2020: $187,1022020Assets 2021: $154,358Liabilities 2021: $0Net Assets 2021: $154,3582021Assets 2022: $130,299Liabilities 2022: $100Net Assets 2022: $130,1992022Assets 2023: $163,392Liabilities 2023: $02023Assets 2024: $148,613Liabilities 2024: $02024Assets 2025: $149,186Net Assets 2025: $149,1862025

Highlighted filing

2017

Assets$34,802
Liabilities$1,908
Net Assets$32,894
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $78,960Expenses 2011: $70,280Net Income 2011: $8,6802011Revenue 2012: $76,458Expenses 2012: $65,355Net Income 2012: $11,1032012Revenue 2013: $71,088Expenses 2013: $62,023Net Income 2013: $9,0652013Revenue 2014: $50,738Expenses 2014: $44,459Net Income 2014: $6,2792014Revenue 2015: $101,425Expenses 2015: $105,978Net Income 2015: -$4,5532015Revenue 2016: $160,021Expenses 2016: $153,458Net Income 2016: $6,5632016Revenue 2017: $190,213Expenses 2017: $219,930Net Income 2017: -$29,7172017Revenue 2018: $157,752Expenses 2018: $157,752Net Income 2018: $02018Revenue 2019: $145,656Expenses 2019: $131,297Net Income 2019: $14,3592019Revenue 2020: $193,804Expenses 2020: $97,762Net Income 2020: $96,0422020Revenue 2021: $221,934Expenses 2021: $253,220Net Income 2021: -$31,2862021Revenue 2022: $128,197Expenses 2022: $118,582Net Income 2022: $9,6152022Revenue 2023: $135,979Expenses 2023: $126,381Net Income 2023: $9,5982023Revenue 2024: $95,488Expenses 2024: $95,488Net Income 2024: $02024Revenue 2025: $105,687Expenses 2025: $105,687Net Income 2025: $02025

Highlighted filing

2017

Revenue$190,213
Expenses$219,930
Net Income-$29,717
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 26, 2017
Return Version
2016v3.0
Gross Receipts
$190,213
Mission and Program Overview

Mission

Conduct seminars and conferences for the purpose of training and explaining the rotary concept and mission

Program Services

DescriptionGrantsExpenses
CONDUCT SEMINARS AND CONFERENCES FOR THE PURPOSE OF TRAINING AND EXPLAINING THE ROTARY MISSION AND CONCEPT AND PROVIDE PUBLIC SERVICE TO THE COMMUNITY.-$219,930
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim FindleyDistrict GovernorPT$0--
THOMAS L MORGANTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 7720
EIN
56-1825354
Phone
2526719872
Address
PO BOX 1621, MANTEO, NC 27954

Signing Officer

Name
Skip Morgan
Title
Treasurer
Signed
2017-07-26
Discuss with paid preparer
No

Preparer

Firm
P Michael McLain CPA
Address
PO Box 2427, Elizabeth City, NC 27906
Preparer
Michael McLain
Phone
2523352852
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Governors expense allocation 9,661”

Form 990-EZ, Part I, Line 8, Other Revenue

“District conference registration 19,105”

Form 990-EZ, Part I, Line 8, Other Revenue

“District conference sponsorship 7,370”

Form 990-EZ, Part I, Line 8, Other Revenue

“Foundation seminar registration 1,840”

Form 990-EZ, Part I, Line 8, Other Revenue

“Membership development meeting 1,394”

Form 990-EZ, Part I, Line 8, Other Revenue

“RYLA SCHOLARSHIP 15,400”

Form 990-EZ, Part I, Line 8, Other Revenue

“MISC 50”

Form 990-EZ, Part I, Line 8, Other Revenue

“TRF 49,590”

Form 990-EZ, Part I, Line 8, Other Revenue

“DISASTER RELIEF 28,103”

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

“Supplies 121”

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

“DISTRICT GOVERNOR 24,120”

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

“District governor elect 13,145”

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

“District governor conferences and seminars 30,191”

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

“Grant transactions 49,590”

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

“YOUTH PROGRAMS 16,551”

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

“District governor nominee 4,400”

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

“Loss on convention trip 34,653”

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

“West virginia flood relief 2,000”

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

“Hurricane matthew distribution 33,817”

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

“General administration expenses 11,213”

Form 990-EZ, Part II, Line 24, Other Assets

“PREPAID EXPENSES Beginning of year 0, End of year 919”

Form 990-EZ, Part II, Line 26, Liabilities

“ROOM REFUNDS Beginning of year 0, End of year 1,908”

Raw XML Appendix141 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/PersonNm0SKIP MORGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02522166808
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1621
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MANTEO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027954
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062611
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033883
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-29717
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062611
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034802
IRS990EZ/GrossReceiptsAmt0190213
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt073
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt057627
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062611
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032894
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062611
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032894
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jim Findley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS L MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0919
IRS990EZ/OtherExpensesTotalAmt0219801
IRS990EZ/OtherRevenueTotalAmt0132513
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONDUCT SEMINARS AND CONFERENCES FOR THE PURPOSE OF TRAINING AND EXPLAINING THE ROTARY CONCEPT AND MISSION
IRS990EZ/PrintingPublicationsPostageAmt0129
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCT SEMINARS AND CONFERENCES FOR THE PURPOSE OF TRAINING AND EXPLAINING THE ROTARY MISSION AND CONCEPT AND PROVIDE PUBLIC SERVICE TO THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0219930
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01908
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0219930
IRS990EZ/TotalProgramServiceExpensesAmt0219930
IRS990EZ/TotalRevenueAmt0190213
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOVERNORS EXPENSE ALLOCATION 9,661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISTRICT CONFERENCE REGISTRATION 19,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRICT CONFERENCE SPONSORSHIP 7,370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOUNDATION SEMINAR REGISTRATION 1,840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP DEVELOPMENT MEETING 1,394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RYLA SCHOLARSHIP 15,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISC 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRF 49,590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DISASTER RELIEF 28,103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Supplies 121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DISTRICT GOVERNOR 24,120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DISTRICT GOVERNOR ELECT 13,145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DISTRICT GOVERNOR CONFERENCES AND SEMINARS 30,191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GRANT TRANSACTIONS 49,590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14YOUTH PROGRAMS 16,551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15DISTRICT GOVERNOR NOMINEE 4,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16LOSS ON CONVENTION TRIP 34,653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17WEST VIRGINIA FLOOD RELIEF 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18HURRICANE MATTHEW DISTRIBUTION 33,817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19GENERAL ADMINISTRATION EXPENSES 11,213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20PREPAID EXPENSES Beginning of year 0, End of year 919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21ROOM REFUNDS Beginning of year 0, End of year 1,908
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SKIP MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 7720
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0561825354
ReturnHeader/Filer/PhoneNum02526719872
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1621
ReturnHeader/Filer/USAddress/CityNm0MANTEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027954
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId073390514B547E9C0178A9A2E8E780F547DBF2704
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId073390514B547E9C0178A9A2E8E780F547DBF2704
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.48.218.43
ReturnHeader/FilingSecurityInformation/IPDt02017-07-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:19:40
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0P Michael McLain CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2427
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elizabeth City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027906
ReturnHeader/PreparerPersonGrp/PhoneNum02523352852
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael McLain
ReturnHeader/ReturnTs02017-07-26T12:20:44-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,802
Liabilities
$1,908
Net assets
$32,894
Revenue
$190,213
Expenses
$219,930
Net income
-$29,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.49$1.49$1.06$1.06$0.00
2024Summary only. Only limited summary data is available for this year.$1.49$0.00$0.95$0.95$0.00
2023Summary only. Only limited summary data is available for this year.$1.63$0.00$1.36$1.26$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$1.28$1.19$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$2.22$2.53$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.87$1.87$1.94$0.98$0.96
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.46$1.31$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.80$1.58$1.58$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.33$1.90$2.20$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.60$1.53$0.07
2015Summary only. Only limited summary data is available for this year.$0.50$0.00$1.01$1.06$0.05
2014Summary only. Only limited summary data is available for this year.$0.38$0.00$0.51$0.44$0.06
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$0.71$0.62$0.09
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$0.76$0.65$0.11
2011Summary only. Only limited summary data is available for this year.$0.64$0.00$0.79$0.70$0.09