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← ROTARY INTERNATIONAL DISTRICT 5020

Form 990 for tax year 2023

Filed by ROTARY INTERNATIONAL DISTRICT 5020.

Totals

Total revenue
$908,458
Total expenses
$915,287
Contributions and grants received
$557,929
Grants paid
$315,223
Program service revenue
$345,468
Investment income
$5,061
Other revenue
$0
Total assets, end of year
$437,449
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$437,449
Program services expenses (Part IX)
$911,127
Management and general expenses
$4,160
Fundraising expenses
$0
Program service expenses (Part III)
$911,127

Program services were 99.5% 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

    $176,602

  • 1f · All other contributions, gifts and grants

    $381,327

  • 2a · Program service revenue: PROGRAM REVENUE

    total $345,468 · related or exempt $345,468

  • 3 · Investment income

    total $5,061 · excluded $5,061

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $126,847 · program services $126,847

  • 3 · Grants to foreign organizations and individuals

    total $188,376 · program services $188,376

  • 11c · Fees: accounting

    total $3,880 · program services $2,500 · management and general $1,380

  • 12 · Advertising and promotion

    total $20,926 · program services $20,926

  • 13 · Office expenses

    total $12,453 · program services $12,207 · management and general $246

  • 14 · Information technology

    total $20,159 · program services $19,830 · management and general $329

  • 17 · Travel

    total $43,959 · program services $43,959

  • 19 · Conferences, conventions and meetings

    total $286,788 · program services $284,858 · management and general $1,930

  • 20 · Interest

    total $275 · management and general $275

  • 23 · Insurance

    total $19,314 · program services $19,314

  • 24a · Other expenses: WORLD YOUTH EXCHANGE&TRAINIG

    total $191,453 · program services $191,453

  • 24b · Other expenses: OTHER

    total $857 · program services $857

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $444,278 · end of year $437,449

  • 27 · Net assets without donor restrictions

    beginning of year $444,278 · end of year $437,449

Mission and programs · 2023

Mission

SUPPORT AND STRENGTHEN THE ROTARY CLUBS WITHIN THE DISTRICT BY PROVIDING OFFICER TRAINING, ENCOURAGING GOAL SETTING AND ACHIEVEMENT, AND ENHANCING ROTARY PUBLIC IMAGE; AND, INCREASE HUMANITARIAN SERVICE BOTH LOCALLY AND WORLDWIDE.

  • DISTRICT OFFICER AND CLUB TRAINING. THIS PROGRAM IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS GENERAL AND CONFERENCE FUND. THE DISTRICT GOVERNOR AND OTHER DISTRICT OFFICERS AND TRAINERS VISITED ALL 90 CLUBS OF THE DISTRICT TO ASSIST IN LEADERSHIP TRAINING AND TO ENCOURAGE GOAL SETTING AND ACHIEVEMENT. THE DISTRICT GOVERNORS ALSO OVERSAW THE ANNUAL DISTRICT-WIDE CONFERENCE AND TRAINING EVENT MADE AVAILABLE TO ALL APPROXIMATE 4,000 ROTARY MEMBERS WITHIN THE DISTRICT. OUR ASSISTANT GOVERNORS MEET WITH EACH OF THEIR ASSIGNED ROTARY CLUBS ON A QUARTERLY BASIS TO PROVIDE LEADERSHIP AND HELP THE CLUBS TO ACHIEVE THEIR ROTARY AND COMMUNITY SERVICE GOALS.

    Expenses $387,855 · Grants $1,305 · Revenue $317,315

  • INCREASING HUMANITARIAN SERVICES BOTH LOCALLY AND WORLDWIDE. THIS PROGRAM SERVICE IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS DESIGNATED DISTRICT FUND (DDF). 61 GRANTS AND SCHOLARSHIPS WERE AWARDED BY THE DISTRICT TO ORGANIZATIONS AND INDIVIDUALS THAT DEMONSTRATED INCREASING HUMANITARIAN ACTIVITIES AND SERVICES SELECTED BY THE DISTRICT.THESE GRANTS INCLUDE LEARNING LEADERSHIP AS WELL AS PROVIDE COMMUNITY IMPROVEMENTS.

    Expenses $316,419 · Grants $313,918 · Revenue $352,143

  • YOUTH PROGRAM SERVICES. THIS PROGRAM SERVICE IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS YEX AND RYLA FUNDS, AND THE YOUTH SERVICE COMMITTEE BUDGET OF THE GENERAL FUND. THIS YEAR 22 HIGH SCHOOL STUDENTS FORM THE DISTRICTS AREA WERE PROCESSED TO STUDY AND LIVE ABROAD WITH ROTARY FAMILIES, AND 22 HIGH SCHOOL STUDENTS FROM FOREIGN COUNTRIES WERE PROCESSED AND SELECTED TO BE HOSTED BY FAMILIES WITHIN THE DISTRICT.WE ALSO RUN A TWO-DAY INTENSIVE LEADERSHIP TRAINING PROGRAM FOR 30 STUDENTS TO LEARN MORE ABOUT ROTARY, MORE ABOUT LEADERSHIP, AND HOW TO WORK TOGETHER TO COMPLETE A PROJECT. WE SEND THESE STUDENTS HOME WITH NEW LEADERSHIP SKILLS AND GOOD UNDERSTANDING OF THE ROTARY MISSION AND CULTURE.

    Expenses $206,853 · Revenue $239,000

As filed on the 2023 return.

Listed in Part VII

  • TERRY DALE ROBERTS

    PAST DISTRICT GOVERNOR

    Total calculated
    $0
    Hours/week
    5

  • ANTHONY CAMORODA

    DISTRICT GOVERNOR NOMINEE

    Total calculated
    $0
    Hours/week
    10

  • JUDITH MARRIOTT

    DISTRICT SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • KEN PARSONS

    DISTRICT FINANCE CHAIR

    Total calculated
    $0
    Hours/week
    10

  • WILLARD MCGREGOR

    DISTRICT GOVERNOR ELECT

    Total calculated
    $0
    Hours/week
    20

  • CALEB SUMMERFELT

    DISTRICT GOVERNOR

    Total calculated
    $0
    Hours/week
    20

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

Provenance

Return type
form_990
Tax year
2023
Filed
15 December 2025
IRS schema version
2023v6.0
Source object
202543499349301429

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