Totals
- Total revenue
- $977,597
- Total expenses
- $942,761
- Contributions and grants received
- $389,036
- Grants paid
- $407,529
- Program service revenue
- $582,637
- Investment income
- $5,924
- Other revenue
- $0
- Total assets, end of year
- $534,204
- Total liabilities, end of year
- $88,843
- Net assets or fund balances, end of year
- $445,361
- Program services expenses (Part IX)
- $829,331
- Management and general expenses
- $113,430
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $829,331
Program services were 88.0% 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.
-
1f · All other contributions, gifts and grants
$389,036
-
2a · Program service revenue: CLUB DUES
total $170,708 · related or exempt $170,708
-
2b · Program service revenue: DISTRICT CONFERENCE
total $119,840 · related or exempt $119,840
-
2c · Program service revenue: DISTRICT EVENTS
total $158,312 · related or exempt $158,312
-
2d · Program service revenue: INTERACT EVENTS
total $126,792 · related or exempt $126,792
-
2e · Program service revenue: OTHER PROGRAM REVENUE
total $6,985 · related or exempt $6,985
-
3 · Investment income
total $5,924 · excluded $5,924
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $407,529 · program services $407,529
-
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
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $66,564 · management and general $66,564
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $5,123 · management and general $5,123
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $16,497 · management and general $16,497
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $4,374 · management and general $4,374
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $1,621 · management and general $1,621
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $98,593 · program services $98,593
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: DISTRICT EVENTS
total $165,931 · program services $165,931
-
24b · Other expenses: INTERACT EVENTS
total $80,944 · program services $80,944
-
24c · Other expenses: OTHER EVENTS
total $20,948 · program services $20,948
-
24d · Other expenses: GOVERNOR'S EXPENSE
total $12,103 · program services $12,103
-
24e · All other expenses
total $62,534 · program services $43,283 · management and general $19,251
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $320,392 · end of year $247,904
-
2 · Savings and temporary cash investments
beginning of year $250,306 · end of year $256,053
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $6,000 · end of year $1,392
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $13,457 · end of year $28,855
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $177,337 · end of year $85,283
-
19 · Deferred revenue
beginning of year $2,293 · end of year $3,560
-
27 · Net assets without donor restrictions
beginning of year $410,525 · end of year $445,361
Mission and programs · 2022
Mission
ROTARY INTERNATIONAL DISTRICT 5170 WAS FORMED TO PROVIDE SUPPORT AND LEADERSHIP FOR ROTARY CLUBS AND THEIR MEMBERS FOR ROTARY DISTRICT 5170.
-
THE DISTRICT ORGANIZES VARIOUS EVENTS AND ACTIVITIES FOR ITS MEMBERS THROUGHOUT THE YEAR AND HOSTS AN ANNUAL CONFERENCE. THE CLUBS WITHIN DISTRICT 5170 INCLUDE THE FOLLOWING COUNTIES: ALAMEDA, SANTA CLARA, SANTA CRUZ, AND SAN BENITO.
Expenses $454,331 · Grants $32,529 · Revenue $582,637
-
Ukraine disaster relief program is a Rotary International Foundation disaster relief grant program. Individuals donate to the Rotary Foundation (a 501c3 organization) with a restriction that monies are to be used for Ukraine disaster relief. Clubs in the district found and worked with NGOs that have relief programs in Ukraine, clubs submit a grant request to the Rotary Foundation with details on specific use for grant monies. If Grant was approved then money was funded by Rotary Foundation to District to pay grant, District then paid monies to the NGO that was specified in grant request.
Expenses $375,000 · Grants $375,000
As filed on the 2022 return.
Listed in Part VII
-
SAVITA VAIDHYANATHAN
DISTR. GOVERNOR
- Total calculated
- $0
- Hours/week
- 2
-
RICHARD FLANDERS
PAST DG
- Total calculated
- $0
- Hours/week
- 2
-
HUNG WEI
DG ELECT
- Total calculated
- $0
- Hours/week
- 2
-
JILL DUERIG
DG NOMINEE
- Total calculated
- $0
- Hours/week
- 2
-
JOE GORALKA
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
RON SEKKEL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JOE HAMILTON
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
SUSAN VALENTA
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
TIM LUNDELL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
RAMESH HARIHARAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
GREGG GIUSIANA
MEMBER
- 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
-
SELECTIVA CHARITIES
$175,000
UKRAINIAN REFUGEE RELIEF
-
ROTARY CLUB OF SANTA CLARA
$150,000
UKRAINIAN REFUGEE RELIEF
-
$50,000
UKRAINIAN REFUGEE RELIEF
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401359349310645
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