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Nonprofiteer
← ROTARY INTERNATIONAL DISTRICT 5020

Form 990 for tax year 2022

Filed by ROTARY INTERNATIONAL DISTRICT 5020.

Totals

Total revenue
$666,673
Total expenses
$714,294
Contributions and grants received
$666,673
Grants paid
$199,242
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$444,278
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$444,278
Program services expenses (Part IX)
$473,646
Management and general expenses
$240,648
Fundraising expenses
$0
Program service expenses (Part III)
$473,646

Program services were 66.3% 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

    $161,908

  • 1f · All other contributions, gifts and grants

    $504,765

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $101,568 · program services $101,568

  • 2 · Grants to domestic individuals

    total $30,000 · program services $30,000

  • 3 · Grants to foreign organizations and individuals

    total $67,674 · program services $67,674

  • 11c · Fees: accounting

    total $4,405 · program services $3,025 · management and general $1,380

  • 11g · Fees: other

    total $4,050 · management and general $4,050

  • 12 · Advertising and promotion

    total $12,647 · management and general $12,647

  • 13 · Office expenses

    total $5,507 · program services $3,457 · management and general $2,050

  • 14 · Information technology

    total $41,304 · management and general $41,304

  • 17 · Travel

    total $52,708 · program services $18,323 · management and general $34,385

  • 19 · Conferences, conventions and meetings

    total $351,116 · program services $237,853 · management and general $113,263

  • 20 · Interest

    total $40 · management and general $40

  • 23 · Insurance

    total $32,827 · program services $11,746 · management and general $21,081

  • 24a · Other expenses: CLUB AWARDS

    total $10,448 · management and general $10,448

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $511,147 · end of year $444,278

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,944

  • 15 · Other assets

    beginning of year $2,566

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,058

  • 27 · Net assets without donor restrictions

    beginning of year $315,716 · end of year $430,909

  • 28 · Net assets with donor restrictions

    beginning of year $175,883 · end of year $13,369

Mission and programs · 2022

Mission

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

  • 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). MORE THAN 48 GRANTS AND SCHOLARSHIPS WERE AWARDED BY THE DISTRICT TO ORGANIZATIONS AND INDIVIDUALS THAT DEMONSTRATED INCREASING HUMANITARIAN ACTIVITIES AND SERVICES SELECTED BY THE DISTRICT.

    Expenses $198,010 · Grants $194,925 · Revenue $138,010

  • 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 WAS THE FIRST YEAR BACK AFTER COVID 19, AND 18 HIGH SCHOOL STUDENTS FORM THE DISTRICTS AREA WERE PROCESSED TO STUDY AND LIVE ABROAD WITH ROTARY FAMILIES, AND 18 HIGH SCHOOL STUDENTS FROM FOREIGN COUNTRIES WERE PROCESSED AND SELECTED TO BE HOSTED BY FAMILIES WITHIN THE DISTRICT.

    Expenses $151,080 · Revenue $237,621

  • 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 VISISTED ALL 90 CLUBS OF THE DISTRICT TO ASSIST IN LEADERSHIP TRAINING AND TO ENCOURAGE GOAL SETTING AND ACHEIVEMENT. 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.

    Expenses $124,556 · Grants $4,317 · Revenue $291,042

As filed on the 2022 return.

Listed in Part VII

  • Judith Marriott

    DISTRICT SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Roan Blacker

    DISTRICT TREASURER

    Total calculated
    $0
    Hours/week
    10

  • Linda Kaye Briggs

    DISTRICT GOV NOMINEE ELECT

    Total calculated
    $0
    Hours/week
    5

  • Anthony Camoroda

    DISTRICT GOVERNOR NOMINEE

    Total calculated
    $0
    Hours/week
    10

  • Caleb Summerfelt

    DISTRICT GOVERNOR

    Total calculated
    $0
    Hours/week
    20

  • Willard McGregor

    DISTRICT GOVERNOR ELECT

    Total calculated
    $0
    Hours/week
    20

  • Terry Dale Roberts

    PAST DISTRICT GOVERNOR

    Total calculated
    $0
    Hours/week
    5

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
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202421369349309397

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