Civic Intelligence

Rotary District 7720

990EZ • Fiscal year 2024 • EIN 56-1825354

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 02, 2024

Organization ProfileN/A
PO Box 818New Bern, NC 28563

(252) 671-9872

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

43rd percentile

0.0%

Higher net margin than 43% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-9.0%

Faster asset growth than 29% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$148,613

Flat from 2024

Net Assets

$148,613

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Flat

$95,488

Flat from 2024

Expenses

Flat

$95,488

Flat from 2024

Net Income

Flat

$0

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth29th 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: $148,613Net Assets 2024: $148,6132024Assets 2024: $148,613Liabilities 2024: $02024Assets 2025: $149,186Net Assets 2025: $149,1862025

Highlighted filing

2024

Assets$148,613
Liabilities-
Net Assets$148,613
Open 2024 Filing

Operations Trend

Revenue Growth15th 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 2024: $95,488Expenses 2024: $95,488Net Income 2024: $02024Revenue 2025: $105,687Expenses 2025: $105,687Net Income 2025: $02025

Highlighted filing

2024

Revenue$95,488
Expenses$95,488
Net Income$0
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 2, 2024
Return Version
2023v5.1
Gross Receipts
$95,488
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.--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY SANTOREDistrict GovernorPT$0--
BILL SHERMANTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 7720
EIN
56-1825354
Address
PO BOX 818, New Bern, NC 28563

Signing Officer

Name
Bill Sherman
Title
Treasurer
Signed
2024-11-02
Discuss with paid preparer
Yes

Preparer

Firm
P Michael Mclain CPA
Address
PO BOX 2427, ELIZABETH CITY, NC 27906
Preparer
P Michael Mclain
Phone
2523352852
Supplemental Narrative

Additional Explanations

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

“DISTRICT GOVERNOR 11,974”

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

“District governor elect 8,089”

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

“District governor conferences and seminars 3,289”

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

“YOUTH PROGRAMS 11,030”

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

“General administration expenses 10,847”

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

“Conferences and meetings 19,963”

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

“2022 2023 operting budget 14,732”

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

“Transfer to district reserve 15,564”

Raw XML Appendix107 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0BILL SHERMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02526719872
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 818
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW BERN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0148613
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148613
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt095488
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0148613
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0148613
IRS990EZ/GrossReceiptsAmt095488
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0148613
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148613
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0148613
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148613
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANTHONY SANTORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL SHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt095488
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONDUCT SEMINARS AND CONFERENCES FOR THE PURPOSE OF TRAINING AND EXPLAINING THE ROTARY CONCEPT AND MISSION
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095488
IRS990EZ/TotalRevenueAmt095488
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRICT GOVERNOR 11,974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISTRICT GOVERNOR ELECT 8,089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRICT GOVERNOR CONFERENCES AND SEMINARS 3,289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YOUTH PROGRAMS 11,030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GENERAL ADMINISTRATION EXPENSES 10,847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFERENCES AND MEETINGS 19,963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62022 2023 OPERTING BUDGET 14,732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRANSFER TO DISTRICT RESERVE 15,564
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL SHERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 7720
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0561825354
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 818
ReturnHeader/Filer/USAddress/CityNm0New Bern
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028563
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541518323
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/PreparationDt02024-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0P MICHAEL MCLAIN
ReturnHeader/ReturnTs02024-11-02T04:08:50-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,613
Liabilities
-
Net assets
$148,613
Revenue
$95,488
Expenses
$95,488
Net income
$0
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
2024Detailed filing. Detailed filing data is available for this year.$1.49$1.49$0.95$0.95$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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