Form 990 for tax year 2024
Filed by THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL.
Totals
- Total revenue
- $462,635,498
- Total expenses
- $392,946,470
- Contributions and grants received
- $406,509,149
- Grants paid
- $310,692,990
- Program services expenses (Part IX)
- $336,961,151
- Management and general expenses
- $23,861,220
- Fundraising expenses
- $32,124,099
- Program service expenses (Part III)
- $336,961,151
Program services were 85.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
GORDON MCINALLY BEG 724
TRUSTEE
- Total calculated
- $123,972
- From this org
- $0
- From related orgs
- $113,656
- Other
- $10,316
- Hours/week
- 20 + 20 related
-
HOLGER KNAACK
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 20
-
LARRY A LUNSFORD
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 20
-
MARK DANIEL MALONEY
CHAIR
- Total calculated
- $0
- Hours/week
- 40
-
AKIRA MIKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
ANN-BRITT ASEBOL BEG 724
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
BHARAT S PANDYA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
CARLOS E SANDOVAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
CHING-HUEI HORNG BEG 724
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
CHUN-WOOK HYUN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
DENNIS J SHORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
GREG PODD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
IJEOMA OKORO BEG 724
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
JENNIFER JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
MARTHA PEAK HELMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
JOHN HEWKO
CHIEF EXECUTIVE OFFICER
- Total calculated
- $852,448
- From this org
- $279,792
- From related orgs
- $497,408
- Other
- $75,248
- Hours/week
- 14.4 + 25.6 related
Schedule J breakdown matched by us
- Base
- $240,700 + $427,911 related
- Bonus
- $34,525 + $61,378 related
- Other
- $4,567 + $8,119 related
- Deferred
- $15,327 + $27,248 related
- Nontaxable benefits
- $11,762 + $20,911 related
- Filer's total
- $306,881 + $545,567 related
-
JULIE BURKE
CHIEF FINANCIAL OFFICER
- Total calculated
- $510,706
- From this org
- $214,217
- From related orgs
- $214,217
- Other
- $82,272
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $182,424 + $182,424 related
- Bonus
- $28,358 + $28,358 related
- Other
- $3,435 + $3,435 related
- Deferred
- $21,288 + $21,288 related
- Nontaxable benefits
- $19,848 + $19,848 related
- Filer's total
- $255,353 + $255,353 related
-
MICHELE BERG
DEPUTY GENERAL SECRETARY
- Total calculated
- $552,063
- From this org
- $168,220
- From related orgs
- $299,059
- Other
- $84,784
- Hours/week
- 14.4 + 25.6 related
Schedule J breakdown matched by us
- Base
- $145,546 + $258,750 related
- Bonus
- $22,674 + $40,309 related
- Other
- $0
- Deferred
- $15,327 + $27,248 related
- Nontaxable benefits
- $15,195 + $27,014 related
- Filer's total
- $198,742 + $353,321 related
-
ERIC JONES
CHIEF INVESTMENT OFFICER
- Total calculated
- $479,610
- From this org
- $371,247
- From related orgs
- $27,943
- Other
- $80,420
- Hours/week
- 37.2 + 2.8 related
Schedule J breakdown matched by us
- Base
- $364,344 + $27,423 related
- Bonus
- $0
- Other
- $6,903 + $520 related
- Deferred
- $39,595 + $2,980 related
- Nontaxable benefits
- $35,195 + $2,650 related
- Filer's total
- $446,037 + $33,573 related
-
DAVID ALEXANDER
CHIEF COMMUNICATIONS OFFICER
- Total calculated
- $428,449
- From this org
- $48,661
- From related orgs
- $298,918
- Other
- $80,870
- Hours/week
- 5.6 + 34.4 related
Schedule J breakdown matched by us
- Base
- $42,076 + $258,465 related
- Bonus
- $5,945 + $36,520 related
- Other
- $640 + $3,933 related
- Deferred
- $5,765 + $35,414 related
- Nontaxable benefits
- $5,556 + $34,135 related
- Filer's total
- $59,982 + $368,467 related
-
PAUL HAISMAN
CHIEF INFORMATION OFFICER
- Total calculated
- $414,831
- From this org
- $152,927
- From related orgs
- $194,634
- Other
- $67,270
- Hours/week
- 17.6 + 22.4 related
Schedule J breakdown matched by us
- Base
- $133,856 + $170,361 related
- Bonus
- $18,559 + $23,621 related
- Other
- $512 + $652 related
- Deferred
- $12,947 + $16,478 related
- Nontaxable benefits
- $16,652 + $21,193 related
- Filer's total
- $182,526 + $232,305 related
-
ERIC C SCHMELLING
CHIEF PHILANTHROPY OFFICER
- Total calculated
- $399,866
- From this org
- $315,456
- From related orgs
- $0
- Other
- $84,410
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $270,620
- Bonus
- $39,480
- Other
- $5,356
- Deferred
- $40,446
- Nontaxable benefits
- $43,964
- Filer's total
- $399,866
-
KRISTOPHER NEWBAUER
CHIEF HUMAN RESOURCES OFFICER
- Total calculated
- $394,960
- From this org
- $153,062
- From related orgs
- $194,806
- Other
- $47,092
- Hours/week
- 17.6 + 22.4 related
Schedule J breakdown matched by us
- Base
- $131,424 + $167,267 related
- Bonus
- $19,146 + $24,367 related
- Other
- $2,492 + $3,172 related
- Deferred
- $14,743 + $18,763 related
- Nontaxable benefits
- $5,978 + $7,608 related
- Filer's total
- $173,783 + $221,177 related
-
STEVEN ROUTBURG
GENERAL COUNSEL
- Total calculated
- $385,231
- From this org
- $58,516
- From related orgs
- $249,461
- Other
- $77,254
- Hours/week
- 7.6 + 32.4 related
Schedule J breakdown matched by us
- Base
- $51,564 + $219,821 related
- Bonus
- $5,961 + $25,414 related
- Other
- $991 + $4,226 related
- Deferred
- $7,634 + $32,544 related
- Nontaxable benefits
- $7,045 + $30,031 related
- Filer's total
- $73,195 + $312,036 related
-
SARAH CRAWFORD
CHIEF PROGRAMS & ENGAGEMENT OFFICER
- Total calculated
- $364,497
- From this org
- $74,168
- From related orgs
- $222,505
- Other
- $67,824
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $63,382 + $190,149 related
- Bonus
- $9,824 + $29,471 related
- Other
- $962 + $2,885 related
- Deferred
- $8,043 + $24,128 related
- Nontaxable benefits
- $8,913 + $26,740 related
- Filer's total
- $91,124 + $273,373 related
-
NORA ZEI
CHIEF PARTICIPANT EXPERIENCE OFFICER
- Total calculated
- $345,611
- From this org
- $85,571
- From related orgs
- $220,039
- Other
- $40,001
- Hours/week
- 11.2 + 28.8 related
Schedule J breakdown matched by us
- Base
- $74,081 + $190,494 related
- Bonus
- $11,490 + $29,545 related
- Other
- $0
- Deferred
- $7,746 + $19,916 related
- Nontaxable benefits
- $3,455 + $8,884 related
- Filer's total
- $96,772 + $248,839 related
-
CRIS DOWNEY
DIRECTOR - TECHNOLOGY SERVICES
- Total calculated
- $284,885
- From this org
- $95,813
- From related orgs
- $121,944
- Other
- $67,128
- Hours/week
- 17.6 + 22.4 related
Schedule J breakdown matched by us
- Base
- $94,048 + $119,698 related
- Bonus
- $0
- Other
- $1,765 + $2,246 related
- Deferred
- $14,867 + $18,923 related
- Nontaxable benefits
- $14,668 + $18,670 related
- Filer's total
- $125,348 + $159,537 related
-
ANDREW G MCDONALD
DEPUTY GENERAL COUNSEL
- Total calculated
- $271,284
- From this org
- $73,410
- From related orgs
- $149,045
- Other
- $48,829
- Hours/week
- 13.2 + 26.8 related
Schedule J breakdown matched by us
- Base
- $72,059 + $146,301 related
- Bonus
- $0
- Other
- $1,351 + $2,744 related
- Deferred
- $11,818 + $23,994 related
- Nontaxable benefits
- $4,295 + $8,722 related
- Filer's total
- $89,523 + $181,761 related
-
RICHARD PLOCINIK
DIRECTOR OF ENTERPRISE PROJECTS
- Total calculated
- $267,965
- From this org
- $81,075
- From related orgs
- $132,280
- Other
- $54,610
- Hours/week
- 15.2 + 24.8 related
Schedule J breakdown matched by us
- Base
- $79,589 + $129,855 related
- Bonus
- $0
- Other
- $1,486 + $2,425 related
- Deferred
- $12,266 + $20,012 related
- Nontaxable benefits
- $8,487 + $13,845 related
- Filer's total
- $101,828 + $166,137 related
-
MICHAEL PATOCK
INVESTMENT OFFICER
- Total calculated
- $261,194
- From this org
- $214,141
- From related orgs
- $16,118
- Other
- $30,935
- Hours/week
- 37.2 + 2.8 related
Schedule J breakdown matched by us
- Base
- $213,349 + $16,058 related
- Bonus
- $0
- Other
- $792 + $60 related
- Deferred
- $28,770 + $2,165 related
- Nontaxable benefits
- $0
- Filer's total
- $242,911 + $18,283 related
-
CAROL A PANDAK
DIRECTOR OF POLIOPLUS
- Total calculated
- $258,853
- From this org
- $193,839
- From related orgs
- $0
- Other
- $65,014
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,215
- Bonus
- $0
- Other
- $3,624
- Deferred
- $37,222
- Nontaxable benefits
- $27,792
- Filer's total
- $258,853
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · First-class or charter travel
- 1a · Travel for companions
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- FORM 990, SCHEDULE J, PART I, LINE 1A - FIRST CLASS TRAVEL
- UNCOMPENSATED VOLUNTEER LEADERS CONDUCT EXTENSIVE INTERNATIONAL TRAVEL ON BEHALF OF THE ORGANIZATION. THE ROTARY FOUNDATION PROVIDES BUSINESS-CLASS AIRFARE SOLELY FOR THE TRUSTEES AND THE GENERAL SECRETARY. BUSINESS-CLASS TRAVEL IS AVAILABLE IN MOST MARKETS, BUT IF IT IS NOT, FIRST-CLASS OR ECONOMY AIRFARES ARE SUBSTITUTED. THE ROTARY FOUNDATION TRUSTEES CHAIR IS PERMITTED TO USE FIRST-CLASS TRAVEL, ALTHOUGH HE MAY CHOOSE BUSINESS-CLASS OR ECONOMY CLASS.
- FORM 990, SCHEDULE J, PART 1, LINE 1A - TRAVEL FOR COMPANIONS
- THE ROTARY FOUNDATION PROVIDES FOR SPOUSE TRAVEL FOR SENIOR VOLUNTEERS AND THE GENERAL SECRETARY IF SPOUSE PARTICIPATION ASSISTS THE ORGANIZATION IN ACHIEVING ITS MISSION. THE ROTARIAN AND SPOUSE ARE REQUIRED TO SUBMIT DOCUMENTATION DETAILING THE ACTIVITIES AND SUPPORTING THE BONA FIDE BUSINESS PURPOSE OF THE TRAVEL. MANAGEMENT REVIEWS THE DOCUMENTATION DURING THE EXPENSE REIMBURSEMENT APPROVAL PROCESS.
- FORM 990, SCHEDULE J, PART I LINE 1A - HIGHEST COMPENSATED EMPLOYEES
- THE ROTARY FOUNDATION HAS A HIGHEST COMPENSATED EMPLOYEE AT ITS OFFICE IN ZURICH, SWITZERLAND, WHICH IS CURRENTLY UNDISCLOSED DUE TO POTENTIAL INFRINGEMENT OF LOCAL DATA PRIVACY LAWS. SALARIES FOR STAFF AT THE INTERNATIONAL OFFICES ARE ESTABLISHED IN THEIR LOCAL CURRENCY AND TRANSLATED TO US DOLLARS FOR REPORTING PURPOSES, RESULTING IN POTENTIALLY LARGE FLUCTUATIONS IN THE US DOLLAR REPORTABLE EQUIVALENT FOR COMPENSATION.
- FORM 990, SCHEDULE J, PART I LINE 7
- ROTARY MAINTAINS AN EXECUTIVE COMPENSATION POLICY UNDER WHICH BASE SALARY IS THE PRIMARY METRIC USED TO EVALUATE THE REASONABLENESS' FOR THE PURPOSES OF INTERNAL COMPENSATION REVIEW. CONSISTENT WITH THIS POLICY, BASE SALARY IS BENCHMARKED ANNUALLY AGAINST COMPARABLE POSITIONS AT SIMILARLY SITUATED TAX-EXEMPT ORGANIZATIONS USING INDEPENDENT COMPENSATION DATA. IN THE YEAR REPORTED, CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT RECEIVED PERFORMANCE-BASED VARIABLE PAY IN ADDITION TO BASE SALARY. VARIABLE PAY WAS TIED TO PRE-APPROVED ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE GOALS, INCLUDING PROGRAMMATIC OUTCOMES, FINANCIAL STEWARDSHIP, AND STRATEGIC INITIATIVES. THIS PERFORMANCE-BASED PAY IS CONSIDERED SEPARATELY AS CONTINGENT COMPENSATION THAT MAY VARY YEAR-TO-YEAR BASED ON DOCUMENTED RESULTS. THIS IS IN ACCORDANCE WITH STANDARD MARKET PRACTICE AND IS PART OF THE RI BOARD-APPROVED COMPENSATION PHILOSOPHY TO OFFER COMPETITIVE REMUNERATION. EXECUTIVE MANAGEMENT COMPENSATION, INCLUDING ANY PERFORMANCE BASED VARIABLE PAY, FOR THE YEAR WAS REVIEWED AGAINST COMPARABILITY DATA AND DETERMINED TO BE REASONABLE AND NOT EXCESSIVE FOR SERVICES RENDERED.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
ETERNAL WORD TELEVISION NETWORK
$1,500,000
ECON. AND COMMUNITY DEVELOP.-SCHOLARSHIP-DAF
-
SUSAN B ANTHONY LIST INC EDUCATION FUND
$1,250,000
MATERNAL AND CHILD HEALTH-HUMANITARIAN-DAF
-
CRISTO REY SAN DIEGO HIGH SCHOOL
$1,000,000
ECON. AND COMMUNITY DEVELOP.-HUMANITARIAN-DAF
-
$685,766
PEACE AND CONFL. PREV./RESOLUTION-SCHOLARSHIP
-
$680,000
WATER AND SANITATION-HUMANITARIAN-DAF
-
$600,000
BASIC EDUCATION AND LITERACY-HUMANITARIAN-DAF
-
ECON. AND COMMUNITY DEVELOP.-HUMANITARIAN-DAF
-
BASIC EDUCATION AND LITERACY-SCHOLARSHIP-DAF
-
$360,000
DISEASE PREV. AND TREATMENT-HUMANITARIAN-DAF
-
$354,443
ECON. AND COMMUNITY DEVELOP.-HUMANITARIAN-DAF
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ROTARY INTERNATIONAL HOLDINGS NFP
501(C)(3) · CHARITABLE · IL
Directly controlled by ROTARY INTERNATIONAL
-
501(C)(4) · SERVICE ORG · IL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202610829349300611
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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