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← Rotary International District 5495

Form 990 for tax year 2025

Filed by Rotary International District 5495.

Totals

Total revenue
$526,496
Total expenses
$504,013
Contributions and grants received
$427,925
Grants paid
$89,188
Program service revenue
$98,542
Investment income
$29
Other revenue
$0
Total assets, end of year
$183,037
Total liabilities, end of year
$1,359
Net assets or fund balances, end of year
$181,678
Program services expenses (Part IX)
$404,505
Management and general expenses
$99,508
Fundraising expenses
$0
Program service expenses (Part III)
$404,505

Program services were 80.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $151,689

  • 1f · All other contributions, gifts and grants

    $276,236

  • 2a · Program service revenue: Events

    total $95,273 · related or exempt $95,273

  • 2b · Program service revenue: Other

    total $3,269 · related or exempt $3,269

  • 3 · Investment income

    total $29 · excluded $29

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $89,188 · program services $89,188

  • 11c · Fees: accounting

    total $4,250 · management and general $4,250

  • 12 · Advertising and promotion

    total $2,389 · program services $2,389

  • 13 · Office expenses

    total $19,392 · management and general $19,392

  • 14 · Information technology

    total $21,017 · program services $143 · management and general $20,874

  • 16 · Occupancy

    total $3,381 · management and general $3,381

  • 17 · Travel

    total $60,938 · program services $46,499 · management and general $14,439

  • 19 · Conferences, conventions and meetings

    total $227,427 · program services $227,427

  • 24a · Other expenses: Awards and Gifts

    total $1,502 · management and general $1,502

  • 24b · Other expenses: Bank Charges

    total $9,792 · management and general $9,792

  • 24c · Other expenses: Education & Leadership Dev

    total $22,826 · management and general $22,826

  • 24d · Other expenses: Background Checks

    total $2,321 · management and general $2,321

  • 24e · All other expenses

    total $39,590 · program services $38,859 · management and general $731

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $44,267 · end of year $89,792

  • 2 · Savings and temporary cash investments

    beginning of year $100,286 · end of year $70,315

  • 4 · Accounts receivable

    beginning of year $2,399

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,878 · end of year $22,930

  • 10a · Land, buildings and equipment: cost or other basis

    $6,335

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,335

  • 17 · Accounts payable and accrued expenses

    beginning of year $537 · end of year $561

  • 19 · Deferred revenue

    beginning of year $2,098 · end of year $798

  • 27 · Net assets without donor restrictions

    beginning of year $82,106 · end of year $100,747

  • 28 · Net assets with donor restrictions

    beginning of year $77,089 · end of year $80,931

Listed in Part VII

  • Lucinda General

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Joe Sweeney

    District Governor

    Total calculated
    $0
    Hours/week
    10

  • Colleen Coons

    District Governor Elect

    Total calculated
    $0
    Hours/week
    5

  • Jim Schmidt

    Vice Governor

    Total calculated
    $0
    Hours/week
    2

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, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • Rotary Clubs in District 5495

    $89,188

    Promote Rotary to clubs

Provenance

Return type
form_990
Tax year
2025
IRS schema version
2025v4.2
Source object
202602649349300820

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