ROTARY INTERNATIONAL: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY INTERNATIONAL (EIN 36-1707667)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202131339349303153
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T11:48:42-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET SUITE 2800 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361707667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY INTERNATIONAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 8478663000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 SHERMAN AVENUE | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 602013698 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE BURKE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8478663000 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA KOLAKALURI | PreparerPersonNm |
| PTIN | P01275237 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE BURKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 SHERMAN AVENUE | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 602013698 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $144,445,371 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0573 | GroupExemptionNum |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ROTARY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1911 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | ROTARIANS PROMOTE INTEGRITY, GOOD WILL AND PEACE THROUGH FELLOWSHIP OF BUSINESS PROFESSIONALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 362 | TotalEmployeeCnt |
| Total Volunteers | 1174890 | TotalVolunteersCnt |
| Total Gross UBI | $370,607 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $80,521,450 | PYContributionsGrantsAmt |
| CY Contributions Grants | $82,164,041 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,788,943 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,292,504 | CYProgramServiceRevenueAmt |
| PY Investment Income | $387,870 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,508,697 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,166,843 | PYOtherRevenueAmt |
| CY Other Revenue | $2,918,021 | CYOtherRevenueAmt |
| PY Total Revenue | $105,865,106 | PYTotalRevenueAmt |
| CY Total Revenue | $94,883,263 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $265,658 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,433,562 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,472,286 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,559,591 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $61,322,681 | PYOtherExpensesAmt |
| CY Other Expenses | $46,299,067 | CYOtherExpensesAmt |
| PY Total Expenses | $102,060,625 | PYTotalExpensesAmt |
| CY Total Expenses | $91,292,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,804,481 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,591,043 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $181,478,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $181,437,265 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,618,727 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,677,359 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $145,859,286 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $149,759,906 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ROTARY INTERNATIONAL PROVIDES SERVICE TO OTHERS, PROMOTES INTEGRITY, AND ADVANCES WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,930,436 | ExpenseAmt |
| Desc | DISTRICT GOVERNORS - THE DISTRICT GOVERNOR IS THE OFFICER OF ROTARY INTERNATIONAL (RI) FOR EACH GROUPING OF CLUBS THAT FORM A DISTRICT. THE DISTRICT GOVERNOR PROVIDES LEADERSHIP AND ASSISTANCE TO CLUBS WITHIN THE DISTRICT. IN ADDITION, THE GOVERNOR ENSURES CONTINUITY IN ALL PROGRAMS AND RELATED OPERATIONS WITHIN THE DISTRICT AND ACTS AS A LIAISON BETWEEN RI AND THE DISTRICT. IN FY20 RI HAD 525 DISTRICT GOVERNORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,457,163 | ExpenseAmt |
| Revenue | $169,540 | RevenueAmt |
| Desc | INTERNATIONAL ASSEMBLY - THE INTERNATIONAL ASSEMBLY IS AN ANNUAL TRAINING MEETING OF RI DESIGNED TO INSPIRE AND MOTIVATE ROTARY OFFICERS AND LEADERS FOR THE INCOMING ROTARY YEAR. THE TRAINING ALLOWS INCOMING LEADERS TO INTERPRET AND IMPLEMENT THE PRESIDENT-ELECT'S PRIORITIES AND INITIATIVES, AND ALSO PROVIDES AN OPPORTUNITY TO DISCUSS AND PLAN THEIR ACTIVITIES DURING THE YEAR. THE INTERNATIONAL ASSEMBLY IS HELD ONCE A YEAR EVERY JANUARY, IN SAN DIEGO, CA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $959,806 | ExpenseAmt |
| Revenue | $24,910 | RevenueAmt |
| Desc | INTERNATIONAL CONVENTION - THE INTERNATIONAL CONVENTION IS THE ANNUAL BUSINESS MEETING OF RI AND IS DESIGNED TO INSPIRE AND INFORM ROTARIANS AT AN INTERNATIONAL LEVEL WHILE ADVANCING THE STRATEGIC GOALS OF RI AND ITS FOUNDATION. THE CONVENTION IS HELD IN DIFFERENT LOCATIOINS EACH YEAR, BOTH DOMESTIC AND INTERNATIONAL. IN 2020, THE CONVENTION WAS TO BE HELD IN HONOLULU, HAWAII, BUT WAS HELD VIRTUALLY DUE TO THE PANDEMIC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $48,947,957 | ExpenseAmt |
| Grant | $2,433,562 | GrantAmt |
| Revenue | $6,098,054 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES ARE IN PLACE TO COORDINATE AND DIRECT THE ACTIVITIES OF ROTARY INTERNATIONAL AND SUPPORT THE OBJECT OF ROTARY. THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE. THESE OTHER PROGRAM SERVICES SUPPORT THE OBJECT OF ROTARY BY HELPING ROTARY CLUBS AND DISTRICTS ACHIEVE THEIR SERVICES GOALS, EXPAND ROTARY MEMBERSHIP, AND PROMOTE THEIR ACTIVITIES TO THE MEDIA AND GENERAL PUBLIC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $48,947,957 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,433,562 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $6,098,054 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $64,295,362 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 214 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 362 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AR | ForeignCountryCd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | BG | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CE | ForeignCountryCd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | CO | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | EG | ForeignCountryCd |
| Foreign Country | ET | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | NI | ForeignCountryCd |
| Foreign Country | NO | ForeignCountryCd |
| Foreign Country | NP | ForeignCountryCd |
| Foreign Country | PE | ForeignCountryCd |
| Foreign Country | PK | ForeignCountryCd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | SF | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | UP | ForeignCountryCd |
| Foreign Country | VE | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS YUXUE XIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8478663000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 SHERMAN | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MARK DANIEL MALONEY | ||||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | Yes (X) | $119,239 | $0 | $14,789 | |||
| HOLGER KNAACK | ||||||||||
| PRESIDENT ELECT (BEG. 7/1/19) | 40.00 | 0.00 | Yes (X) | Yes (X) | $13,414 | $0 | $0 | |||
| HAKEEM OLAYINKA BABALOLO | ||||||||||
| VICE PRESIDENT | 20.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAVID STOVALL | ||||||||||
| TREASURER | 20.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| FRANCESCO AREZZO | ||||||||||
| DIRECTOR | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TONY JAMES ANTHONY BLACK | ||||||||||
| DIRECTOR (BEG. 7/1/19) | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFRY CADORETTE | ||||||||||
| DIRECTOR | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIO CESAR MARTINS DE CAMARGO | ||||||||||
| DIRECTOR (BEG. 7/1/19) | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE DIMMITT | ||||||||||
| DIRECTOR | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAFAEL GARCIA III | ||||||||||
| DIRECTOR | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAN LUCAS KET | ||||||||||
| DIRECTOR (BEG. 7/1/19) | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KYUN KIM | ||||||||||
| DIRECTOR (BEG. 7/1/19) | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| FLOYD LANCIA | ||||||||||
| DIRECTOR (BEG. 7/1/19) | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| AKIRA MIKI | ||||||||||
| DIRECTOR | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BHARAT S PANDYA | ||||||||||
| DIRECTOR (BEG. 7/1/19) | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAMAL SANGHVI | ||||||||||
| DIRECTOR (BEG. 7/1/19) | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHRITA SOLARI | ||||||||||
| DIRECTOR (BEG. 7/1/19) | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHANIE URCHICK | ||||||||||
| DIRECTOR (BEG. 7/1/19) | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PIOTR WYGNANCZUK | ||||||||||
| DIRECTOR | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN HEWKO | ||||||||||
| CHIEF EXECUTIVE OFFICER | 24.80 | 15.20 | Yes (X) | $326,643 | $200,020 | $61,773 | ||||
| JULIE BURKE | ||||||||||
| CHIEF FINANCIAL OFFICER (BEG. 8/5/19) | 20.40 | 19.60 | Yes (X) | $54,432 | $55,950 | $9,585 | ||||
| DAVID ALEXANDER | ||||||||||
| CHIEF COMMUNICATIONS OFFICER | 33.60 | 6.40 | $200,696 | $37,148 | $54,955 | Yes (X) | ||||
| JAMES BARNES | ||||||||||
| CHIEF PROGRAMS & MEMBER SVS OFFICER | 29.60 | 10.40 | $197,554 | $68,458 | $55,005 | Yes (X) | ||||
| MICHELE BERG | ||||||||||
| DEPUTY GENERAL SECRETARY | 24.80 | 15.20 | $190,119 | $116,420 | $55,404 | Yes (X) | ||||
| STEVEN ROUTBURG | ||||||||||
| GENERAL COUNSEL | 26.80 | 13.20 | $155,066 | $76,589 | $63,034 | Yes (X) | ||||
| THOMAS THORFINNSON | ||||||||||
| CHIEF STRATEGY OFFICER | 20.00 | 20.00 | $116,900 | $116,900 | $43,136 | Yes (X) | ||||
| FAIZ HANIF | ||||||||||
| CHIEF INFORMATION OFFICER | 22.00 | 18.00 | $113,551 | $90,994 | $44,649 | Yes (X) | ||||
| ERIC JONES | ||||||||||
| CHIEF INVESTMENT OFFICER | 3.60 | 36.40 | $27,059 | $282,186 | $56,722 | Yes (X) | ||||
| ANDREW MCDONALD | ||||||||||
| DEPUTY GENERAL COUNSEL | 26.80 | 13.20 | $125,507 | $61,817 | $39,421 | Yes (X) | ||||
| KRISTOPHER NEWBAUER | ||||||||||
| DIRECTOR OF GLOBAL PEOPLE & TALENT | 22.00 | 18.00 | $109,403 | $91,333 | $35,308 | Yes (X) | ||||
| VICTOR BARNES | ||||||||||
| DIRECTOR OF PROGRAM & GRANTS | 6.00 | 34.00 | $27,782 | $153,061 | $40,371 | Yes (X) | ||||
| JONATHAN SOUTH | ||||||||||
| INVESTMENT OFFICER | 3.60 | 36.40 | $17,503 | $182,529 | $45,730 | Yes (X) | ||||
| MICHAEL PATOCK | ||||||||||
| INVESTMENT OFFICER | 3.60 | 36.40 | $17,133 | $178,676 | $27,341 | Yes (X) | ||||
| BARRY RASSIN | ||||||||||
| PAST PRESIDENT | 20.00 | 0.00 | $123,680 | $0 | $7,641 | Yes (X) | ||||
| LORI CARLSON | ||||||||||
| CFO (END 6/27/19) | 20.40 | 19.60 | $81,638 | $83,915 | $18,851 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,017,319 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,795,996 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $673,715 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 81 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| HAMBURG MESSE UND CONGRESS BMBH | |||||||||
| MESSEPLATZ 1 | HAMBURG | GM | 20357 DEU | CONVENTION VENUE | $5,519,711 | ||||
| THOUGHTWORKS INC | |||||||||
| CONSULTING SERVICES | $2,864,674 | 200 EAST RANDOLPH | CHICAGO | IL | 60601 | ||||
| PELOTON GROUP LLC | |||||||||
| CONSULTING SERVICES | $2,838,570 | ONE POST OFFICE SQUARE | BOSTON | MA | 02109 | ||||
| TEKSYSTEMS INC | |||||||||
| STAFFING | $1,852,719 | 7437 RACE ROAD | HANOVER | MD | 21076 | ||||
| IACONO PRODUCTION SERVICES INC | |||||||||
| CONVENTION STAGE PRODUCTION | $1,441,596 | 11420 DEERFIELD RD | CINCINNATI | OH | 45242 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 70 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $82,164,041 | MembershipDuesAmt |
| Total Contributions | $82,164,041 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MAGAZINE | 541800 | $5,736,462 | $5,626,753 | $109,709 |
| INFOTECH INCOME | 900099 | $200,460 | $200,460 | |
| MEETING REVENUE | 900099 | $169,540 | $169,540 | |
| OPEN WORLD LEADERSHIP | 900099 | $161,132 | $161,132 | |
| INTERNATIONAL CONVENTI | 900099 | $24,910 | $24,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,292,504 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,124,663 | TotalRevenueColumnAmt |
| Exclusion | $3,124,663 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,007,889 | TotalRevenueColumnAmt |
| Exclusion | $1,007,889 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,680,723 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,226,863 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,453,860 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,453,860 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $260,898 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,192,962 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,500,834 | SecuritiesAmt |
| Other | $9,869,929 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,934,087 | SecuritiesAmt |
| Other | $10,052,642 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $566,747 | SecuritiesAmt |
| Other | -$182,713 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $384,034 | TotalRevenueColumnAmt |
| Exclusion | $384,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $403,869 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $348,516 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,353 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $55,353 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| INSURANCE - US CLUBS | 524298 | $1,355,350 | $1,355,350 | |
| SERVICE INCOME | 900099 | $293,190 | $293,190 | |
| CURRENCY EXCHANGE LOSS | 900099 | -$2,267,967 | -$2,267,967 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,346 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,346 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$599,081 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,883,263 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,551,684 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $370,607 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,796,931 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,433,562 | TotalAmt |
| Program Services | $2,433,562 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,805,946 | TotalAmt |
| Program Services | $923,261 | ProgramServicesAmt |
| Management And General | $882,685 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,245,510 | TotalAmt |
| Program Services | $20,502,676 | ProgramServicesAmt |
| Management And General | $10,742,834 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,594,455 | TotalAmt |
| Program Services | $1,726,585 | ProgramServicesAmt |
| Management And General | $867,870 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,364,121 | TotalAmt |
| Program Services | $2,725,995 | ProgramServicesAmt |
| Management And General | $1,638,126 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,549,559 | TotalAmt |
| Program Services | $1,675,162 | ProgramServicesAmt |
| Management And General | $874,397 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462,452 | TotalAmt |
| Program Services | $1,039,423 | ProgramServicesAmt |
| Management And General | $423,029 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,695 | TotalAmt |
| Program Services | $5,745 | ProgramServicesAmt |
| Management And General | $711,950 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,382 | TotalAmt |
| Program Services | $29,035 | ProgramServicesAmt |
| Management And General | $188,347 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,743 | TotalAmt |
| Management And General | $356,743 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,202,855 | TotalAmt |
| Program Services | $2,396,868 | ProgramServicesAmt |
| Management And General | $805,987 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,461,345 | TotalAmt |
| Program Services | $1,125,236 | ProgramServicesAmt |
| Management And General | $336,109 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,002,666 | TotalAmt |
| Program Services | $768,511 | ProgramServicesAmt |
| Management And General | $234,155 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,514,357 | TotalAmt |
| Program Services | $5,295,904 | ProgramServicesAmt |
| Management And General | $2,218,453 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,283,328 | TotalAmt |
| Program Services | $2,321,422 | ProgramServicesAmt |
| Management And General | $961,906 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,163,248 | TotalAmt |
| Program Services | $5,381,831 | ProgramServicesAmt |
| Management And General | $1,781,417 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,306,667 | TotalAmt |
| Program Services | $1,967,942 | ProgramServicesAmt |
| Management And General | $338,725 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,391,812 | TotalAmt |
| Program Services | $1,700,220 | ProgramServicesAmt |
| Management And General | $691,592 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,520,113 | TotalAmt |
| Program Services | $1,504,709 | ProgramServicesAmt |
| Management And General | $1,015,404 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DISTRICT GOVERNOR | $8,584,674 | $7,726,207 | $858,467 |
| ROTARIAN MAGAZINE | $3,231,950 | $2,585,560 | $646,390 |
| EQUIPMENT RENT & MAINT | $299,848 | $269,442 | $30,406 |
| UBI TAX | $260,000 | $260,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,932 | TotalAmt |
| Program Services | $190,066 | ProgramServicesAmt |
| Management And General | $131,866 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,292,220 | TotalAmt |
| Program Services | $64,295,362 | ProgramServicesAmt |
| Management And General | $26,996,858 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,976,780 | BOYAmt |
| EOY | $5,739,294 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,830,731 | BOYAmt |
| EOY | $16,035,436 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,149,511 | BOYAmt |
| EOY | $10,297,001 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,072,369 | BOYAmt |
| EOY | $1,013,209 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,182 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,369,078 | BOYAmt |
| EOY | $7,789,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $157,857,597 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $105,589,650 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,682,080 | BOYAmt |
| EOY | $52,267,947 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,582,011 | BOYAmt |
| EOY | $75,959,492 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,879,087 | BOYAmt |
| EOY | $8,001,211 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,219,646 | BOYAmt |
| EOY | $2,419,667 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,459,538 | BOYAmt |
| EOY | $1,914,244 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,478,013 | BOYAmt |
| EOY | $181,437,265 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,320,650 | BOYAmt |
| EOY | $24,816,416 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,298,077 | BOYAmt |
| EOY | $6,860,943 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,618,727 | BOYAmt |
| EOY | $31,677,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,859,286 | BOYAmt |
| EOY | $149,759,906 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,859,286 | BOYAmt |
| EOY | $149,759,906 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,478,013 | BOYAmt |
| EOY | $181,437,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,591,043 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$145,129 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $454,706 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,230,725 | OtherCostOrOtherBasisAmt |
| Book Value | $2,230,725 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,851,949 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,984,922 | DepreciationAmt |
| Book Value | $25,867,027 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $401,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $210,619 | DepreciationAmt |
| Book Value | $190,445 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,336,783 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,375,571 | DepreciationAmt |
| Book Value | $23,961,212 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,076 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,538 | DepreciationAmt |
| Book Value | $18,538 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $52,267,947 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ROTARY INTERNATIONAL AND THE FOUNDATION HAVE EACH RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) STATING THAT EACH IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(4) AND 501(C)(3), RESPECTIVELY, OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. PPH FILES A CORPORATION INCOME TAX RETURN, BUT IS NOT TREATED AS AN INSURANCE COMPANY FOR FEDERAL INCOME TAX PURPOSES AS IT IS A CAPTIVE INSURANCE COMPANY. ACCORDINGLY, PREMIUMS (FROM ROTARY) AND LOSSES AND LOSS ADJUSTMENT EXPENSES ARE EXCLUDED FROM THE CALCULATION OF TAXABLE INCOME. THERE WAS NO LIABILITY FOR INCOME TAX AS OF 30 JUNE 2020 AND 2019. INFOTECH IS A PRIVATE LIMITED COMPANY REGISTERED IN INDIA AND, AS SUCH, IS TAXABLE CORPORATION IN INDIA. UNDER U.S. TAX REGULATIONS, INFOTECH IS TREATED AS A FOREIGN PARTNERSHIP AND ALL OPERATIONS ARE INCLUDED IN ROTARY'S U.S. TAX FILINGS. TAX EFFECTS FROM UNCERTAIN POSITIONS ARE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. ADDITIONALLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS AND THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AND THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE CONSOLIDATING STATEMENTS OF ACTIVITIES OR CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 3 | 20 | PROGRAM SERVICES | MEMBER SUPPORT | $1,117,033 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 30 | PROGRAM SERVICES | MEMBER SUPPORT | $4,645,750 |
| SOUTH AMERICA | 2 | 8 | PROGRAM SERVICES | MEMBER SUPPORT | $393,835 |
| SOUTH ASIA | 1 | 19 | PROGRAM SERVICES | MEMBER SUPPORT | $898,070 |
| SOUTH ASIA | 1 | 130 | PROGRAM SERVICES | IT SUPPORT | $2,829,439 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $4,586,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 8 | SubtotalOfficesCnt |
| Subtotal Employees | 207 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 8 | TotalOfficeCnt |
| Total Employee | 207 | TotalEmployeeCnt |
| Subtotal Spent | $14,470,219 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $14,470,219 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3 | THE AMOUNTS REPORTED IN SCHEDULE F WERE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL | ||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 602013698 | 363245072 | 501(C)(3) | $233,562 | $0 | POLIOPLUS FUND |
| THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL | ||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 602013698 | 363245072 | 501(C)(3) | $2,200,000 | $0 | COVID-19 DISASTER RELIEF |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ROTARY INTERNATIONAL ISSUED TWO GRANTS IN FISCAL YEAR ENDED 30 JUNE 2020 TO THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL [501(C)(3)]. ROTARY INTERNATIONAL RELIES ON THE GRANT-MONITORING PROCEDURES OF THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL FOR THE POLIOPLUS FUND AND COVID-19 DISASTER RELIEF. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN HEWKO | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $326,643 | $200,020 | $0 | $0 | $0 | $0 | $21,583 | $13,217 | $16,729 | $10,244 | $364,955 | $223,481 | $0 | $0 |
| DAVID ALEXANDER | ||||||||||||||
| CHIEF COMMUNICATIONS OFFICER | $196,972 | $36,459 | $0 | $0 | $3,724 | $689 | $20,932 | $3,874 | $25,440 | $4,709 | $247,068 | $45,731 | $0 | $0 |
| JAMES BARNES | ||||||||||||||
| CHIEF PROGRAMS & MEMBER SVS OFFICER | $194,012 | $67,231 | $0 | $0 | $3,542 | $1,227 | $25,212 | $8,737 | $15,637 | $5,419 | $238,403 | $82,614 | $0 | $0 |
| MICHELE BERG | ||||||||||||||
| DEPUTY GENERAL SECRETARY | $190,119 | $116,420 | $0 | $0 | $0 | $0 | $17,862 | $10,938 | $16,500 | $10,104 | $224,481 | $137,462 | $0 | $0 |
| STEVEN ROUTBURG | ||||||||||||||
| GENERAL COUNSEL | $152,169 | $75,158 | $0 | $0 | $2,897 | $1,431 | $22,138 | $10,934 | $20,056 | $9,906 | $197,260 | $97,429 | $0 | $0 |
| THOMAS THORFINNSON | ||||||||||||||
| CHIEF STRATEGY OFFICER | $116,900 | $116,900 | $0 | $0 | $0 | $0 | $16,572 | $16,572 | $4,996 | $4,996 | $138,468 | $138,468 | $0 | $0 |
| FAIZ HANIF | ||||||||||||||
| CHIEF INFORMATION OFFICER | $113,551 | $90,994 | $0 | $0 | $0 | $0 | $8,879 | $7,121 | $15,914 | $12,735 | $138,344 | $110,850 | $0 | $0 |
| ERIC JONES | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $27,059 | $282,186 | $0 | $0 | $0 | $0 | $2,500 | $26,073 | $2,463 | $25,686 | $32,022 | $333,945 | $0 | $0 |
| ANDREW MCDONALD | ||||||||||||||
| DEPUTY GENERAL COUNSEL | $123,188 | $60,675 | $0 | $0 | $2,319 | $1,142 | $20,208 | $9,953 | $6,204 | $3,056 | $151,919 | $74,826 | $0 | $0 |
| KRISTOPHER NEWBAUER | ||||||||||||||
| DIRECTOR OF GLOBAL PEOPLE & TALENT | $107,412 | $89,670 | $0 | $0 | $1,991 | $1,663 | $14,084 | $11,758 | $5,159 | $4,307 | $128,646 | $107,398 | $0 | $0 |
| VICTOR BARNES | ||||||||||||||
| DIRECTOR OF PROGRAM & GRANTS | $27,782 | $153,061 | $0 | $0 | $0 | $0 | $4,804 | $26,469 | $1,398 | $7,700 | $33,984 | $187,230 | $0 | $0 |
| JONATHAN SOUTH | ||||||||||||||
| INVESTMENT OFFICER | $17,503 | $182,529 | $0 | $0 | $0 | $0 | $1,591 | $16,591 | $2,410 | $25,138 | $21,504 | $224,258 | $0 | $0 |
| MICHAEL PATOCK | ||||||||||||||
| INVESTMENT OFFICER | $17,133 | $178,676 | $0 | $0 | $0 | $0 | $2,225 | $23,202 | $167 | $1,747 | $19,525 | $203,625 | $0 | $0 |
| BARRY RASSIN | ||||||||||||||
| PAST PRESIDENT | $123,680 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,641 | $0 | $131,321 | $0 | $0 | $0 |
| LORI CARLSON | ||||||||||||||
| CFO (END 6/27/19) | $66,854 | $68,719 | $0 | $0 | $14,784 | $15,196 | $8,852 | $9,099 | $444 | $456 | $90,934 | $93,470 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 1A - FIRST CLASS TRAVEL | UNCOMPENSATED VOLUNTEER LEADERS CONDUCT EXTENSIVE INTERNATIONAL TRAVEL ON BEHALF OF THE ORGANIZATION. ROTARY INTERNATIONAL PROVIDES BUSINESS-CLASS AIRFARE FOR THE BOARD OF DIRECTORS AND THE GENERAL SECRETARY. BUSINESS-CLASS TRAVEL IS AVAILABLE IN MOST MARKETS, BUT IF IT IS NOT, FIRST-CLASS OR ECONOMY AIRFARES ARE SUBSTITUTED. THE PRESIDENT AND PRESIDENT-ELECT ARE PERMITTED TO USE FIRST-CLASS TRAVEL, ALTHOUGH THEY MAY CHOOSE BUSINESS-CLASS OR ECONOMY. |
| FORM 990, SCHEDULE J, PART I LINE 1A - HOUSING ALLOWANCE OR RESIDENCE FOR P | FOR EFFICIENCY, RESIDENCES NEAR RI HEADQUARTERS ARE PROVIDED FOR THE ROTARY INTERNATIONAL PRESIDENT AND PRESIDENT-ELECT. PERSONAL USE OF THE RESIDENCES IS REPORTED AS TAXABLE INCOME TO THE RECIPIENTS. IN ADDITION, RI REIMBURSES THE PRESIDENT AND PRESIDENT-ELECT FOR CERTAIN COSTS ASSOCIATED WITH MAINTAINING THEIR PERSONAL RESIDENCES WHILE THEY ARE TRAVELLING ON BEHALF OF THE ASSOCIATION. THESE EXPENSE REIMBURSEMENTS ARE TAXABLE TO THE RECIPIENT. |
| FORM 990, SCHEDULE J, PART 1, LINE 1A - TRAVEL FOR COMPANIONS | ROTARY INTERNATIONAL PROVIDES FOR SPOUSE TRAVEL IF SPOUSE PARTICIPATION ASSISTS THE ORGANIZATION IN ACHIEVING ITS MISSION. THE ROTARIAN AND SPOUSE ARE REQUIRED TO SUBMIT DOCUMENTATION DETAILING THE ACTIVITIES AND SUPPORTING THE BONA FIDE BUSINESS PURPOSE OF THE TRAVEL. MANAGEMENT REVIEWS THE DOCUMENTATION DURING THE EXPENSE REIMBURSEMENT APPROVAL PROCESS. |
| FORM 990, SCHEDULE J, PART I, LINE 1A - TAX INDEMNIFICATION AND GROSS UP PA | ROTARY INTERNATIONAL DOES NOT COMPENSATE THE PRESIDENT AND PRESIDENT ELECT'S SERVICES OTHER THAN THE REIMBURSEMENT OF CERTAIN PERSONAL EXPENSES RELATED TO THEIR SERVICES (I.E. THE COST TO MAINTAIN THEIR PERSONAL RESIDENCE, HEALTH INSURANCE, ETC.) AS DEFINED IN THE ROTARY CODE OF POLICIES. THE EXPENSE REIMBURSEMENTS ARE TAXABLE TO THE RECIPIENTS. IT IS THE BOARD POLICY TO PAY THE PRESIDENTS FOR THE TAXES ASSOCIATED WITH THIS INCOME. |
| FORM 990, SCHEDULE J, PART I, LINE 1A - HEALTH OR SOCIAL CLUB DUES OR INITI | FOR THE PRESIDENT AND PRESIDENT-ELECT, EXPENSES RELATED TO MAINTAINING CLUB MEMBERSHIPS ARE INCLUDED UNDER THE ROTARY CODE OF POLICES FOR PERSONAL EXPENSE REIMBURSEMENT. THESE EXPENSE REIMBURSEMENTS ARE TAXABLE TO THE RECIPIENT. |
| FORM 990, SCHEDULE J, PART I, LINE 1A - PERSONAL SERVICES | FOR ANY PRESIDENT OF ROTARY INTERNATIONAL, WHO IS NOT A UNITED STATES CITIZEN, EXPENSES RELATED TO INCOME TAX PREPARATION ARE INCLUDED UNDER THE ROTARY CODE OF POLICY. THESE EXPENSES ARE TAXABLE TO THE RECIPIENT. |
| FORM 990, SCHEDULE J, PART I LINE 1A - HIGHEST COMPENSATED EMPLOYEES | ROTARY INTERNATIONAL HAS A HIGHEST COMPENSATED EMPLOYEE AT ITS OFFICE IN ZURICH, SWITZERLAND, WHICH IS CURRENTLY UNDISCLOSED DUE TO POTENTIAL INFRINGEMENT OF LOCAL DATA PRIVACY LAWS. SALARIES FOR STAFF AT THE INTERNATIONAL OFFICES ARE ESTABLISHED IN THEIR LOCAL CURRENCY AND TRANSLATED TO US DOLLARS FOR REPORTING PURPOSES, RESULTING IN POTENTIALLY LARGE FLUCTUATIONS IN THE USE DOLLAR REPORTABLE EQUIVALENT FOR COMPENSATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A | NUMBER OF EMPLOYEES ON W-3 THE NUMBER OF EMPLOYEES REPORTED IS THE TOTAL EMPLOYEE COUNT FROM THE FILING ORGANIZATION. WHILE ROTARY INTERNATIONAL IS THE COMMON PAYMASTER FOR ROTARY INTERNATIONAL AND THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL (TRF), THE NUMBER OF EMPLOYEES DOES NOT INCLUDE THE EMPLOYEE COUNT FOR TRF. |
| FORM 990, PART V, LINE 6B | EXPRESS STATEMENT THAT SUCH CONTRIBUTIONS OR GIFTS WERE NOT TAX DEDUCTIBLE ROTARY INTERNATIONAL DOES NOT DIRECTLY SOLICIT CONTRIBUTIONS FROM THE GENERAL PUBLIC. THE MEMBER CLUBS OF ROTARY INTERNATIONAL, ALSO SECTION 501(C)(4) ENTITITES, PAID MEMBERSHIP DUES WHICH ARE REPORTED ON FORM 990, PART VIII, LINE 18 AS CONTRIBUTION REVENUE. AS SUCH, ROTARY INTERNATIONAL DOES NOT DIRECTLY PROVIDE AN EXPRESS STATEMENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP OF ROTARY INTERNATIONAL CONSISTS OF ROTARY CLUBS ORGANIZED AND OPERATING IN ACCORDANCE WITH THE RI CONSTITUTION AND BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PROCEDURES FOR THE SELECTION OF ROTARY INTERNATIONAL (RI) OFFICERS ARE STATED IN THE RI BYLAWS. NOMINATING COMMITTEES SELECT NOMINEES FOR THE BOARD OF DIRECTORS, INCLUDING THE PRESIDENT. DIRECTOR NOMINATING COMMITTEES IN EACH OF THE 34 WORLDWIDE RI ZONES NOMINATE A DIRECTOR FROM THE MEMBERSHIP OF THE CLUBS IN THAT ZONE EVERY FOURTH YEAR ACCORDING TO A SCHEDULE ESTABLISHED BY THE RI BOARD. ADDITIONALLY, A 17 MEMBER NOMINATING COMMITTEE FOR PRESIDENT NOMINATES A PRESIDENT EACH YEAR (ON A ROTATING BASIS EACH ZONE ELECTS A MEMBER OF A CLUB IN THE ZONE TO SERVE ON THE NOMINATING COMMITTEE). THERE ARE OPPORTUNITIES FOR CLUBS TO PUT FORWARD CANDIDATES TO CHALLENGE THE NOMINATED CANDIDATES. EACH CLUB MAY VOTE IN THE ELECTION FOR PRESIDENT AND DIRECTORS , WHICH TAKES PLACE AT THE ANNUAL RI CONVENTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | ROTARY INTERNATIONAL'S FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. A DRAFT OF THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND THE CHIEF FINANCIAL OFFICER. UPON COMPLETION OF THE REVIEW PROCESS, THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS, SIGNED BY THE CFO AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS MUST DISCLOSE ANY FAMILY OR BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS, TRUSTEES OF THE ROTARY FOUNDATION, KEY EMPLOYEES, OR HIGHEST COMPENSATED INDEPENDENT CONTRACTORS OF ROTARY INTERNATIONAL AND THE ROTARY FOUNDATION AS IDENTIFIED ANNUALLY BY THE GENERAL SECRETARY. TO COMPLY WITH THIS POLICY, DIRECTORS SUBMIT AN ANNUAL POTENTIAL CONFLICT OF INTEREST STATEMENT, ON WHICH THEY REPORT ANY PREVIOUSLY UNDISCLOSED POTENTIAL CONFLICTS OF INTEREST. THE RI EXECUTIVE COMMITTEE REVIEWS THESE REPORTS AND WORKS TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICTS. IF NO RESOLUTION IS REACHED, THE COMMITTEE REFERS THE MATTER TO THE BOARD OF DIRECTORS AND AN APPROPRIATE ACTION WILL BE TAKEN. A POTENTIAL CONFLICT OF INTEREST IS DEEMED TO EXIST IF A MAJORITY OF DIRECTORS VOTING REACH AN AFFIRMATIVE DECISION. THE DIRECTOR WITH THE POTENTIAL CONFLICT OF INTEREST SHALL NOT BE PRESENT FOR THE VOTE. IN ADDITION, THE OPERATIONS REVIEW COMMITTEE MONITORS COMPLIANCE WITH THE CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY. KEY EMPLOYEES AND OTHER EMPLOYEES IN A POSITION OF INFLUENCE ARE ALSO REQUIRED TO MAKE ANNUAL CONFLICT OF INTEREST DISCLOSURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR THE GENERAL SECRETARY, DEPUTY GENERAL SECRETARY AND GENERAL MANAGERS WAS LAST REVIEWED IN FISCAL YEAR 2020. RI'S GLOBAL PEOPLE & TALENT TEAM COLLECTS DATA ON TOTAL COMPENSATION (IE BASE SALARY AND BENEFITS) FROM SEVERAL SOURCES, INCLUDING INDEPENDENT COMPENSATION CONSULTANTS, SALARY SURVEYS, PROFESSIONAL PUBLICATIONS, AND INFORMATION FROM SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC AREA. PEOPLE & TALENT PROVES A SALARY RANGE FOR THE GENERAL SECRETARY, DEPUTY GENERAL SECRETARY, AND GENERAL MANAGERS POSITIONS AND THE OPERATIONS REVIEW COMMITTEE (ACTING AS A COMPENSATION ADVISORY COMMITTEE) AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEW SALARY RANGES AND SALARY INCREASE PARAMETERS FOR REASONABLENESS. THE GENERAL SECRETARY'S COMPENSATION IS BASED ON THE TERMS IN THE GENERAL SECRETARY'S CONTRACT. THE GENERAL SECRETARY APPROVES SALARY INCREASES FOR THE EXECUTIVE MANAGEMENT TEAM WITHIN THE SALARY RANGES APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THIS PROCESS IS CONTEMPORANEOUSLY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | ROTARY INTERNATIONAL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE, WWW.ROTARY.ORG. |
| FORM 990, PART VII, LINE 2 | HIGHEST PAID EMPLOYEES THE HIGHEST PAID EMPLOYEES ARE DETERMINED BASED ON W-2 AMOUNTS FOR THE FILING AND RELATED ORGANIZATION, CONSISTENT WITH PRIOR YEAR. |
| FORM 990, PART XI, LINE 9: | PPH NET INCOME 454,706. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE ROTARY FDN OF ROTARY INTERNATIONAL | ||||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 602013698 | 363245072 | CHARITABLE | IL | 501(C)(3) | 7 | ROTARY INTERNATIONAL | Yes (1) |
| ROTARY INTERNATIONAL HOLDINGS NFP | ||||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 602013698 | 320515763 | CHARITABLE | IL | 501(C)(3) | 10 | ROTARY INTERNATIONAL | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY INTERNATIONAL INFOTECH PVT LTD | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE NO 14 LEVEL 3 MUTTHA TOWER | AddressLine1Txt |
| City | PUNE | CityNm |
| Province Or State | MAHARSHTRA | ProvinceOrStateNm |
| Country | IN | CountryCd |
| Foreign Postal | 411006 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 981050532 | EIN |
| Primary Activities | IT SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | IN | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY INTERNATIONAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $316,469 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,974,690 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.99990 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PPH NATIONAL INSURANCE CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 ST PAUL STREET SUITE 500 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030370108 | EIN |
| Primary Activities | CAPTIVE INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | VT | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY INTERNATIONAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $454,706 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $5,478,566 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE ROTARY FDN OF ROTARY INTERNATIONAL | ||
| B | $2,433,562 | COST |
| THE ROTARY FDN OF ROTARY INTERNATIONAL | ||
| N | $1,489,938 | COST |
| THE ROTARY FDN OF ROTARY INTERNATIONAL | ||
| O | $35,352,370 | COST |
| ROTARY INTERNATIONAL INFOTECH PVT LTD | ||
| P | $3,352,035 | COST |
| THE ROTARY FDN OF ROTARY INTERNATIONAL | ||
| P | $7,556 | COST |
| PPH NATIONAL INSURANCE CO | ||
| Q | $84,970 | COST |
| THE ROTARY FDN OF ROTARY INTERNATIONAL | ||
| Q | $17,601,472 | COST |
| PPH NATIONAL INSURANCE CO | ||
| R | $798,022 | COST |
| PPH NATIONAL INSURANCE CO | ||
| O | $208,219 | COST |