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ROTARY INTERNATIONAL DISTRICT 5020

EIN 35-2361984 CANADA

Revenue 2024
$749,604
Expenses 2024
$836,993

Program services were 98.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
04
NTEE code
S80
Classification
2000
Street
VICTORIA BC V8W 1E4

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

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.

  • YOUTH PROGRAM SERVICES. THIS PROGRAM SERVICE IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS YOUTH EXCHANGE AND RYLA FUNDS, AND THE YOUTH SERVICE COMMITTEE BUDGET OF THE GENERAL FUND. MORE THAN 39 HIGH SCHOOL STUDENTS FROM THE DISTRICTS AREA WERE PROCESSED TO STUDY AND LIVE ABROAD WITH ROTARY FAMILIES, AND 43 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 $297,979 · Revenue $224,698

  • 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 $287,457 · Grants $661 · Revenue $322,545

  • 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). 53 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 $234,834 · Grants $234,596 · Revenue $202,361

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • CALEB SUMMERFELT

    PAST DISTRICT GOVERNOR

    Total calculated
    $0
    Hours/week
    5

  • LINDA KAYE BRIGGS

    DISTRICT GOVERNOR NOMINEE

    Total calculated
    $0
    Hours/week
    10

  • WILLARD MCGREGOR

    DISTRICT GOVERNOR

    Total calculated
    $0
    Hours/week
    20

  • ANTHONY CAMORODA

    DISTRICT GOVERNOR-ELECT

    Total calculated
    $0
    Hours/week
    20

  • JUDITH MARRIOTT

    DISTRICT SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • KEN PARSONS

    DISTRICT FINANCE CHAIR

    Total calculated
    $0
    Hours/week
    10

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $749,604
    Expenses
    $836,993
    Contributions
    $408,957
    Grants paid
    $235,257
  • 2023
    Revenue
    $908,458
    Expenses
    $915,287
    Contributions
    $557,929
    Grants paid
    $315,223
  • 2022
    Revenue
    $666,673
    Expenses
    $714,294
    Contributions
    $666,673
    Grants paid
    $199,242

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $614,677
    Expenses
    $658,325
    Assets (EOY)
    $519,091

  • 2020 · 990

    Revenue
    $548,434
    Expenses
    $383,991
    Assets (EOY)
    $539,349

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

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

Where these grants went next →

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.