Skip to content
Nonprofiteer
← ROTARY INTERNATIONAL

Form 990 for tax year 2023

Filed by ROTARY INTERNATIONAL.

Totals

Total revenue
$286,817
Total expenses
$299,144
Contributions and grants received
$78,044
Grants paid
$56,777
Program service revenue
$208,568
Investment income
$205
Other revenue
$0
Total assets, end of year
$223,691
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$223,691
Program services expenses (Part IX)
$277,667
Management and general expenses
$21,477
Fundraising expenses
$0
Program service expenses (Part III)
$277,667

Program services were 92.8% 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.

  • 1f · All other contributions, gifts and grants

    $78,044

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $81,044 · related or exempt $81,044

  • 2b · Program service revenue: DISTRICT YOUTH

    total $61,336 · related or exempt $61,336

  • 2c · Program service revenue: DISTRICT EVENTS

    total $61,264 · related or exempt $61,264

  • 2d · Program service revenue: OTHER PROGRAMS

    total $4,924 · related or exempt $4,924

  • 3 · Investment income

    total $205 · excluded $205

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $56,777 · program services $56,777

  • 7 · Other salaries and wages

    total $15,694 · management and general $15,694

  • 10 · Payroll taxes

    total $1,483 · management and general $1,483

  • 11c · Fees: accounting

    total $4,300 · management and general $4,300

  • 13 · Office expenses

    total $15,338 · program services $15,338

  • 23 · Insurance

    total $302 · program services $302

  • 24a · Other expenses: YOUTH PROGRAMS

    total $61,051 · program services $61,051

  • 24b · Other expenses: DISTRICT EVENTS

    total $56,186 · program services $56,186

  • 24c · Other expenses: INCOMING GOVERNOR

    total $29,474 · program services $29,474

  • 24d · Other expenses: CLUBS

    total $29,168 · program services $29,168

  • 24e · All other expenses

    total $29,371 · program services $29,371

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $147,803 · end of year $135,310

  • 2 · Savings and temporary cash investments

    beginning of year $88,215 · end of year $88,381

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $236,018 · end of year $223,691

Mission and programs · 2023

Mission

THE MISSION OF ROTARY INTERNATIONAL IS TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

Activities or mission (Part I)

TO PROVIDE EFFECTIVE ETHICAL & MEANINGFUL SERVICE TO LOCAL & GLOBAL COMMUNITIES.

  • ROTARY YOUTH SERVICE ACTIVITIES ENCOMPASS A DYNAMIC RANGE OF PROGRAMS AND INITIATIVES DESIGNED TO ENGAGE AND EMPOWER YOUNG INDIVIDUALS, FOSTERING LEADERSHIP SKILLS, COMMUNITY INVOLVEMENT, AND INTERNATIONAL UNDERSTANDING. THESE ACTIVITIES ARE ORGANIZED BY ROTARY INTERNATIONAL AND ITS AFFILIATED CLUBS, AIMING TO PROVIDE YOUTH WITH OPPORTUNITIES FOR PERSONAL AND PROFESSIONAL GROWTH WHILE MAKING POSITIVE CONTRIBUTIONS TO SOCIETY. KEY COMPONENTS INCLUDE ROTARY YOUTH EXCHANGE, A PROGRAM FACILITATING CULTURAL EXCHANGE; ROTARACT, A GLOBAL YOUTH SERVICE ORGANIZATION; INTERACT, A PLATFORM FOR YOUNG LEADERS WITHIN LOCAL COMMUNITIES; AND VARIOUS LEADERSHIP AND SERVICE PROJECTS. THESE ACTIVITIES NOT ONLY PROMOTE SOCIAL RESPONSIBILITY BUT ALSO CULTIVATE A SENSE OF GLOBAL CITIZENSHIP AMONG YOUNG PARTICIPANTS, CONTRIBUTING TO ROTARY'S OVERARCHING MISSION OF SERVICE ABOVE SELF.

    Expenses $61,051 · Revenue $61,336

  • USING FUNDS AWARDED BY THE ROTARY FOUNDATION , DISTRICT 5500 CLUBS APPLY FOR GRANTS TO FULFILL PROJECTS TO SUPPORT ROTARY INTERNATIONAL'S AREAS OF FOCUS INCLUDING PEACE AND CONFLICT PREVENTION/RESOLUTION, DISEASE PREVENTION AND TREATMENT, WATER AND SANITATION, MATERNAL AND CHILD HEALTH, BASIC EDUCATION AND LITERACY, AND ECONOMIC AND COMMUNITY DEVELOPMENT.

    Expenses $56,777 · Grants $56,777

  • ROTARY D5500 SPONSORS EVENTS THAT BRING TOGETHER ROTARIANS, COMMUNITY MEMBERS, AND STAKEHOLDERS TO FURTHER THE ORGANIZATION'S MISSION OF SERVICE, FELLOWSHIP, AND PROFESSIONAL DEVELOPMENT. ONE SUCH EVENT IS OUR ROTARY DISTRICT CONFERENCE, A MULTI-DAY GATHERING THAT COMBINES INFORMATIVE SESSIONS, INSPIRATIONAL SPEAKERS, AND COLLABORATIVE WORKSHOPS. THESE CONFERENCES SERVE AS A PLATFORM FOR SHARING SUCCESSFUL PROJECTS, CELEBRATING ACHIEVEMENTS, AND FOSTERING CAMARADERIE AMONG ROTARIANS WITHIN THE DISTRICT. ADDITIONALLY, THE EVENT FEATURES KEYNOTE SPEAKERS, BREAKOUT SESSIONS ON RELEVANT TOPICS, AND INTERACTIVE ACTIVITIES, CREATING AN ENVIRONMENT WHERE PARTICIPANTS CAN EXCHANGE IDEAS, BUILD NETWORKS, AND GAIN INSIGHTS TO ENHANCE THEIR SERVICE INITIATIVES. THESE DISTRICT-WIDE EVENTS PLAY A CRUCIAL ROLE IN STRENGTHENING THE ROTARY COMMUNITY'S BONDS AND EMPOWERING MEMBERS TO MAKE A MEANINGFUL IMPACT IN THEIR LOCAL AND GLOBAL COMMUNITIES.

    Expenses $56,186 · Revenue $61,264

  • Expenses $103,653 · Revenue $85,968

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Georg Haubner

    DIRECTOR TO 2024

    Total calculated
    $0
    Hours/week
    5

  • Ann Huber

    DIRECTOR TO 2025

    Total calculated
    $0
    Hours/week
    5

  • Joe Puett

    CORPORATE BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Don Jorgensen

    CORPORATE BOARD CHAIR AND DISTRICT GOVERNOR

    Total calculated
    $0
    Hours/week
    30

  • Kristi Halvorson

    DRFC CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Nancy Fusco

    DISTRICT SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Chad Denson

    DISTRICT TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Kirk Reed

    DISTRICT VICE GOVERNOR

    Total calculated
    $0
    Hours/week
    5

  • Anita McDonald

    IMMEDIATE PAST DISTRICT GO

    Total calculated
    $0
    Hours/week
    5

  • Teree Bergman

    FINANCE COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Sue Archibald

    DISTRICT GOVERNOR-ELECT

    Total calculated
    $0
    Hours/week
    5

  • Bruce Monroe

    DISTRICT GOVERNOR-NOMINEE

    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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202403139349302705

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.