Skip to content
Nonprofiteer
← ROTARY INTERNATIONAL

Form 990 for tax year 2023

Filed by ROTARY INTERNATIONAL.

Totals

Total revenue
$416,259
Total expenses
$437,295
Contributions and grants received
$403,029
Grants paid
$144,648
Program service revenue
$0
Investment income
$13,230
Other revenue
$0
Total assets, end of year
$299,646
Total liabilities, end of year
$6,665
Net assets or fund balances, end of year
$292,981
Program services expenses (Part IX)
$432,150
Management and general expenses
$5,145
Fundraising expenses
$0
Program service expenses (Part III)
$432,150

Program services were 98.8% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $85,953

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $317,076

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $13,230 · related or exempt $0 · unrelated business $0 · excluded $13,230

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $144,648 · program services $144,648

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 12 · Advertising and promotion

    total $310 · program services $310

  • 13 · Office expenses

    total $506 · management and general $506

  • 14 · Information technology

    total $4,122 · management and general $4,122

  • 19 · Conferences, conventions and meetings

    total $256,545 · program services $256,545

  • 23 · Insurance

    total $517 · management and general $517

  • 24a · Other expenses: Club Program Support

    total $17,887 · program services $17,887 · management and general $0 · fundraising $0

  • 24b · Other expenses: District Government Expense

    total $3,047 · program services $3,047 · management and general $0 · fundraising $0

  • 24c · Other expenses: Committee Operations

    total $9,713 · program services $9,713 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $297,566 · end of year $298,195

  • 4 · Accounts receivable

    beginning of year $2,326 · end of year $951

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,670 · end of year $500

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,545 · end of year $6,665

  • 19 · Deferred revenue

    beginning of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $314,017 · end of year $292,981

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

Rotary is a Worldwide Service Organization. Rotary District 5030 is comprised of 52 individual Rotary clubs. Its purpose is to provide training and to assist and support the clubs in providing service projects in their local communities and internationally.

Activities or mission (Part I)

ROTARY INTERNATIONAL IS A WORLDWIDE SERVICE ORGANIZATION. ROTARY INTERNATIONAL DISTRICT 5030 IS COMPRISED OF 52 INDIVIDUAL CLUBS IN THE GREATER SEATTLE AREA.

  • Major District Events. In 2023-24, District 5030 held a District Conference in October 2023 and a year-end Celebratory dinner in June 2024. All Rotary club officers and Rotarians were invited to both events. Approximately 280 people attended the District Conference event and 380 at the Year-End Celebratory dinner.

    Expenses $211,010 · Revenue $184,982

  • The District 5030 Foundation Committee disburses funds received from the Rotary Foundation DDF (District Designated Funds), in the form of grants to Rotary Clubs in District 5030. The clubs apply for the DDF grants. In 2023-24, 37 grants were made.

    Expenses $119,648 · Grants $119,648 · Revenue $119,626

  • THE DISTRICT PROVIDES LEADERSHIP AND OTHER TRAINING TO CLUBS AND THEIR LEADERS, AS WELL AS TO DISTRICT LEVEL VOLUNTEERS. DISTRICT LEADERS ALSO ATTEND TRAINING SESSIONS AT THE ZONE AND INTERNATIONAL LEVEL. A WEB SITE IS UTILIZED AS A RESOURCE FOR CLUB LEADERS. IN ADDITION TO THIS, THE DISTRICT LEADERS PROVIDE LEADERSHIP THROUGH THEIR INVOLVEMENT WITH THE INDIVIDUAL CLUBS.

    Expenses $101,492

As filed on the 2023 return.

Listed in Part VII

  • Kaj Pedersen

    District 5030 Governor 2023 - 2024

    Total calculated
    $0
    Hours/week
    20

  • Rosemary Aragon

    District 5030 Finance Chair

    Total calculated
    $0
    Hours/week
    8

  • Jeffrey Johnson

    District 5030 Treasurer

    Total calculated
    $0
    Hours/week
    4

  • Kae Peterson

    Vice Chair, District 5030 Finance Committee

    Total calculated
    $0
    Hours/week
    2

  • Rachele Bouchand

    District 5030 Governor Elect 2024 - 2025

    Total calculated
    $0
    Hours/week
    2

  • Jeff Borek

    District 5030 Governor Nominee 2025 - 2026

    Total calculated
    $0
    Hours/week
    2

  • Howard Cohen

    Council of Governors Chair

    Total calculated
    $0
    Hours/week
    2

  • Jeff Brennan

    District Foundation Chair - Non-Voting

    Total calculated
    $0
    Hours/week
    2

  • Mike Madden

    Youth Services Chair - Non-voting

    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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.0
Source object
202413489349300401

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.