ROTARY INTERNATIONAL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY INTERNATIONAL (EIN 36-1707667)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-11
- IRS object ID
- 201100459349301015
- Schema version
- 2009v1.2
- 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) |
|---|---|---|
| Timestamp | 2011-02-11T09:37:07-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361707667 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY INTERNATIONAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROTA | NameControl |
| Phone | 8478663000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 Sherman Avenue | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 602013698 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Edwin H Futa | Name |
| Title | General Secretary | Title |
| Phone | 8478663000 | Phone |
| Date Signed | 2011-02-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Edwin H Futa | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 Sherman Avenue | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 602013698 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 342991792 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0573 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | www.rotary.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1911 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | Rotary International is made up of 33,000 clubs with more than 1.2 million members worldwide. Rotary club members are volunteers who work locally, regionally, and internationally to combat hunger, improve health and sanitation, provide education and job training, promote peace, and eradicate polio under the motto Service Above Self. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 622 | TotalNbrEmployees |
| Total Nbr Volunteers | 1227563 | TotalNbrVolunteers |
| Total Gross UBI | 608021 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -195306 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 57862771 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 62613284 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11790941 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13453253 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -4316109 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3999640 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1014599 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3645046 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 66352202 | TotalRevenuePriorYear |
| Total Revenue Current Year | 83711223 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 661071 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 666984 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 27478665 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 27976516 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 47726443 | OtherExpensePriorYear |
| Other Expenses Current Year | 49615351 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 75866179 | TotalExpensesPriorYear |
| Total Expenses Current Year | 78258851 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9513977 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5452372 | RevenuesLessExpensesCY |
| Total Assets BOY | 140002187 | TotalAssetsBOY |
| Total Assets EOY | 156078424 | TotalAssetsEOY |
| Total Liabilities BOY | 33370683 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 38035310 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 106631504 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 118043114 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of Rotary International (RI), a worldwide association of Rotary clubs, is to provide service to others, promote high ethical standards, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10595835 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | District Governors- The district governor directly oversees all clubs within the district. In addition to providing leadership, the governor ensures continuity in all programs and related operations within the district and acts as a liaison between RI and the district. Rotary International has 531 district governors. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6283424 | Expense |
| Grants | 0 | Grants |
| Revenue | 6917749 | Revenue |
| Description | Magazine- The Rotarian magazine and the 31 regional magazines have a combined worldwide circulation of more than 1.25 million. All members are required to subscribe to one of these official magazines, which provide informative and inspirational content in 25 languages. The Rotarian, which is the flagship publication, is produced by RI; the regional magazines are published outside of the United States and are produced independently with some support from RI. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5762116 | Expense |
| Grants | 0 | Grants |
| Revenue | 6094346 | Revenue |
| Description | International Convention- The International Convention is designed to inspire and inform all Rotarians at an international level on the implementation of the programs and activities of Rotary International and its Foundation during the past year and highlight upcoming activities. The convention is held annually at different venues worldwide. In 2010, the convention was held in Montreal, Canada, and attracted nearly 18,000 attendees. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 34547323 | Expense |
| Grants | 666984 | Grants |
| Revenue | 441158 | Revenue |
| Description | 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 service goals, expand Rotary membership, and promote their activities to the media and general public. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 34547323 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 666984 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 441158 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 57188698 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 177 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 622 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | AR | NameOfForeignCountry |
| Name Of Foreign Country | AS | NameOfForeignCountry |
| Name Of Foreign Country | BG | NameOfForeignCountry |
| Name Of Foreign Country | BR | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | CE | NameOfForeignCountry |
| Name Of Foreign Country | CI | NameOfForeignCountry |
| Name Of Foreign Country | DA | NameOfForeignCountry |
| Name Of Foreign Country | EG | NameOfForeignCountry |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | IN | NameOfForeignCountry |
| Name Of Foreign Country | JA | NameOfForeignCountry |
| Name Of Foreign Country | KS | NameOfForeignCountry |
| Name Of Foreign Country | NI | NameOfForeignCountry |
| Name Of Foreign Country | NO | NameOfForeignCountry |
| Name Of Foreign Country | PE | NameOfForeignCountry |
| Name Of Foreign Country | PK | NameOfForeignCountry |
| Name Of Foreign Country | RP | NameOfForeignCountry |
| Name Of Foreign Country | SF | NameOfForeignCountry |
| Name Of Foreign Country | SW | NameOfForeignCountry |
| Name Of Foreign Country | SZ | NameOfForeignCountry |
| Name Of Foreign Country | TH | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | VE | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Geoffrey C Woie- Controller | NamePerson |
| Telephone Number | 8478663000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 Sherman Ave | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 602013698 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| John Kenny | |||||||||
| President | 40 | X | X | 128542 | 0 | 13701 | |||
| Ray Klinginsmith | |||||||||
| President-elect | 40 | X | X | 15352 | 0 | 8284 | |||
| Eric E Lacoste Adamson | |||||||||
| Vice President | 15 | X | X | 0 | 0 | 0 | |||
| Michael Colasurdo Sr | |||||||||
| Treasurer | 15 | X | X | 0 | 0 | 0 | |||
| John T Blount | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| Lars-Olof Fredriksson | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| Frederick W Hahn Jr | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| Antonio Hallage | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| Jackson San-Lien Hsieh | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| Masahiro Kuroda | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| John M Lawrence | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| Kyu-Hang Lee | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| David C J Liddiatt | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| Catherine Noyer-Riveau | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| Ekkehart Pandel | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| K R Ravindran | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| Jose Alfredo Sepulveda | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| Philip J Silvers | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| Thomas M Thorfinnson | |||||||||
| Director | 15 | X | 0 | 0 | 0 | ||||
| Edwin H Futa | |||||||||
| General Secretary | 28 | X | 198527 | 81089 | 23817 | X | |||
| Peter J DeBerge | |||||||||
| Chief Financial Officer, General Manager | 24 | X | 112033 | 73146 | 29068 | X | |||
| Peter Markos | |||||||||
| Chief Information Officer, General Manager | 28 | 113537 | 46374 | 34395 | X | ||||
| Kathleen Kessenich | |||||||||
| Communications Services General Manager | 29 | 113384 | 43007 | 25967 | X | ||||
| Theresa Nissen | |||||||||
| Membership Services General Manager | 40 | 158856 | 0 | 19252 | X | ||||
| Steven Routburg | |||||||||
| General Counsel, Legal Services Division Manager | 22 | 85549 | 71421 | 21438 | X | ||||
| Jeanette Hamilton | |||||||||
| Investments & Treasury Division Manager | 11 | 39070 | 103002 | 14816 | X | ||||
| Robert Mintz | |||||||||
| Corp Relations & Global Travel Division Manager | 17 | 51899 | 73158 | 31218 | X | ||||
| Vijayalakshmi Vennelakanti | |||||||||
| Enterprise Applications Division Manager | 20 | 61487 | 61487 | 23396 | X | ||||
| Geoffrey C Woie | |||||||||
| Controller | 20 | 62037 | 59604 | 23978 | X | ||||
| Dong-Kurn Lee | |||||||||
| Past President | 0 | 23048 | 0 | 5418 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1163321 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 612288 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 274748 | TotalOtherCompensation |
| Number Individuals GT100 K | 49 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BlueCross BlueShield of Illinois | |||||
| 300 E Randolph Street | Chicago | IL | 60601 | Health Insurer | 4743207 |
| Hyatt Hotels | |||||
| One Market Place | San Diego | CA | 92101 | Hotel | 2808357 |
| Quad Graphics Inc | |||||
| 150 North Wacker Drive | Chicago | IL | 60606 | Printing | 2040144 |
| United Airlines | |||||
| 77 West Wacker Drive | Chicago | IL | 60601 | Air Travel | 1193135 |
| US Postal Service | |||||
| 1101 Davis Street | Evanston | IL | 60201 | Freight | 1363608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 83 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 62567126 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 46158 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 62613284 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Magazine | 541800 | 6917749 | 6309728 | 608021 | $0 |
| International meetings | 900099 | 6267308 | 6267308 | 0 | $0 |
| Open World Leadership Program | 900099 | 265627 | 265627 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2569 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2569 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13453253 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2535606 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,535,606 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1556633 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,556,633 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5313027 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4012278 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1300749 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1300749 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,300,749 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 255767365 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 254303331 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1464034 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1464034 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,464,034 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Gross Sales Of Inventory | 804612 | GrossSalesOfInventory |
| Cost Of Goods Sold | 964960 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -160348 | TotalRevenueColumn |
| Related Or Exempt Function Income | -160348 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Currency exchange | 900099 | -222459 | 0 | 0 | -$222,459 |
| Travel service | 900099 | 73527 | 73527 | 0 | $0 |
| Insurance- US Clubs | 524298 | 989391 | 989391 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107553 | TotalRevenueColumn |
| Related Or Exempt Function Income | 107553 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 948012 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83711223 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13855355 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 608021 | UnrelatedBusinessRevenue |
| Exclusion | $6,634,563 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 666984 | Total |
| Program Services | 666984 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 920043 | Total |
| Program Services | 625629 | ProgramServices |
| Management And General | 294414 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20094883 | Total |
| Program Services | 14155455 | ProgramServices |
| Management And General | 5939428 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2514065 | Total |
| Program Services | 1213896 | ProgramServices |
| Management And General | 1300169 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2785438 | Total |
| Program Services | 1835065 | ProgramServices |
| Management And General | 950373 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1662087 | Total |
| Program Services | 1151173 | ProgramServices |
| Management And General | 510914 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1535832 | Total |
| Program Services | 216919 | ProgramServices |
| Management And General | 1318913 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353991 | Total |
| Program Services | 164970 | ProgramServices |
| Management And General | 189021 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123218 | Total |
| Program Services | 66510 | ProgramServices |
| Management And General | 56708 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256771 | Total |
| Management And General | 256771 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1379972 | Total |
| Program Services | 973105 | ProgramServices |
| Management And General | 406867 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2103494 | Total |
| Program Services | 2102572 | ProgramServices |
| Management And General | 922 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6972287 | Total |
| Program Services | 5625810 | ProgramServices |
| Management And General | 1346477 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2449357 | Total |
| Program Services | 1226727 | ProgramServices |
| Management And General | 1222630 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3039698 | Total |
| Program Services | 1991984 | ProgramServices |
| Management And General | 1047714 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10143293 | Total |
| Program Services | 7131041 | ProgramServices |
| Management And General | 3012252 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5421454 | Total |
| Program Services | 4783966 | ProgramServices |
| Management And General | 637488 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3118994 | Total |
| Program Services | 1274073 | ProgramServices |
| Management And General | 1844921 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1452496 | Total |
| Program Services | 1262651 | ProgramServices |
| Management And General | 189845 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Equipment rental and maintenance | 749438 | 415499 | 333939 | 0 |
| District Governors | 9465410 | 9465410 | 0 | 0 |
| Miscellaneous | 1049646 | 839259 | 210387 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78258851 | Total |
| Program Services | 57188698 | ProgramServices |
| Management And General | 21070153 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5509431 | BOY |
| EOY | 6248595 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9661041 | BOY |
| EOY | 10982329 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5058130 | BOY |
| EOY | 6350833 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201037 | BOY |
| EOY | 331649 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127525 | BOY |
| EOY | 182511 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2893893 | BOY |
| EOY | 2509255 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 89059083 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 53287899 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37363972 | BOY |
| EOY | 35771184 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78324768 | BOY |
| EOY | 91896543 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 862390 | BOY |
| EOY | 1805525 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140002187 | BOY |
| EOY | 156078424 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29233512 | BOY |
| EOY | 36177623 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4137171 | BOY |
| EOY | 1857687 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33370683 | BOY |
| EOY | 38035310 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106631504 | BOY |
| EOY | 118043114 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106631504 | BOY |
| EOY | 118043114 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140002187 | BOY |
| EOY | 156078424 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2960445 | OtherCostOrOtherBasis |
| Book Value | 2960445 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 62962517 | OtherCostOrOtherBasis |
| Depreciation | 33872214 | Depreciation |
| Book Value | 29090303 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 290354 | OtherCostOrOtherBasis |
| Depreciation | 247096 | Depreciation |
| Book Value | 43258 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 22789508 | OtherCostOrOtherBasis |
| Depreciation | 19112330 | Depreciation |
| Book Value | 3677178 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 56259 | OtherCostOrOtherBasis |
| Depreciation | 56259 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 35771184 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PPH Captive Insurance Company | Description |
| Book Value | 1805525 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1805525 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchD_P10_S00_L00 | Identifier |
| Return Reference | Schedule D, Part X | ReturnReference |
| Explanation | "Part X: Footnote 2 of Rotary International's Consolidated Financial Statements as of and for the year ended 30 June 2010: Recent Accounting Pronouncements: FIN 48". In June 2006, the Financial Accounting Standards Board (FASB) issued Accounting Standards Codification (ASC) 740 (formerly FASB Interpretation (FIN) No. 48), Accounting for Uncertainty in Income Taxes. ASC 740 clarifies the accounting for uncertainty in income taxes recognized in an enterprise's financial statements in accordance with ASC 740 (formerly FASB Statement No. 109), Accounting for Income Taxes. The interpretation prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. This standard was originally effective for nonpublic entities for fiscal years beginning after 15 December 2006. On 30 December 2008, the FASB issued ASC 740 (formerly FASB Staff Position (FSP) FIN 48-3), which defers the effective date of ASC 740 for nonpublic entities until years beginning after 15 December 2008. Rotary's management adopted ASC 740 in the consolidated financial statements for fiscal year 2010, and the impact of adoption was not material. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| South America | 2 | 17 | Program Services | Membership support & Management and general | 508984 |
| East Asia and the Pacific | 3 | 37 | Program Services | Membership suport & Management and general | 1334193 |
| South Asia | 2 | 111 | Program Services | Membership support & Management and general | 1353442 |
| Europe (including Iceland and Greenland) | 1 | 35 | Program Services | Membership support & Management and general | 3469748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 8 | TotalNumberOfOffices |
| Total Number Of Employees | 200 | TotalNumberOfEmployees |
| Total Amount Spent | 6666367 | TotalAmountSpent |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Rotary Foundation of Rotary International | |||||||
| 1560 Sherman Ave | Evanston | IL | 60201 | 363245072 | 501(c)(3) | 656984 | PolioPlus Fund |
| Rotary Foundation of Rotary International | |||||||
| 1560 Sherman Ave | Evanston | IL | 60201 | 363245072 | 501(c) (3) | 10000 | Annual Programs Fund |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Rotary International issued two grants in fiscal year ended 30 June 2010 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 Annual Program Fund and PolioPlus Fund. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edwin H Futa | |||||||||||||
| 186328 | 76106 | 0 | 0 | 12199 | 4983 | 10138 | 4141 | 6772 | 2766 | 215437 | 87996 | 0 | 0 |
| Peter J DeBerge | |||||||||||||
| 103712 | 67713 | 0 | 0 | 8321 | 5433 | 6038 | 3942 | 11548 | 7540 | 129619 | 84628 | 0 | 0 |
| Peter Markos | |||||||||||||
| 101545 | 41476 | 0 | 0 | 11992 | 4898 | 5938 | 2425 | 18483 | 7549 | 137958 | 56348 | 0 | 0 |
| Kathleen Kessenich | |||||||||||||
| 101387 | 38457 | 0 | 0 | 11997 | 4550 | 7390 | 2803 | 11436 | 4338 | 132210 | 50148 | 0 | 0 |
| Theresa Nissen | |||||||||||||
| 144235 | 0 | 0 | 0 | 14621 | 0 | 10214 | 0 | 9038 | 0 | 178108 | 0 | 0 | 0 |
| Steven Routburg | |||||||||||||
| 76344 | 63736 | 0 | 0 | 9205 | 7685 | 5022 | 4192 | 6662 | 5562 | 97233 | 81175 | 0 | 0 |
| Jeanette Hamilton | |||||||||||||
| 33838 | 89208 | 0 | 0 | 5232 | 13794 | 2163 | 5703 | 1911 | 5039 | 43144 | 113744 | 0 | 0 |
| Robert Mintz | |||||||||||||
| 42628 | 60090 | 0 | 0 | 9271 | 13068 | 2699 | 3804 | 10257 | 14458 | 64855 | 91420 | 0 | 0 |
| Dong-Kurn Lee | |||||||||||||
| 23048 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5418 | 0 | 28466 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | 1. FIRST CLASS TRAVEL: Uncompensated volunteer leaders conduct extensive international travel on behalf of the organization. Rotary International provides business-class airfare for members of the Board of Directors. Business class 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 travel. 2. 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. 3. TAX INDEMNIFICATION and GROSS-UP PAYMENTS: 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 Rotary Code of Policies. These expense reimbursements are taxable to the recipient. It is the Board's policy to pay the presidents for the taxes associated with this income. 4. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: For efficiency, residences near RI headquarters are provided for Rotary International's 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 traveling on behalf of the association. These expense reimbursements are taxable to the recipients. 5. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: For the president and president-elect, expenses related to maintaining club memberships are included under the Rotary Code of Policies for personal expenses reimbursement. These expense reimbursements are taxable to the recipient. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L06 | 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. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | The prodedures for the selection of Rotary International (RI) officers are stated in the RI bylaws. The RI nominating committees select nominees for the Board of Directors and president. Directors are nominated by zones. Each of the 34 worldwide RI zones nominates a director from the membership of the clubs in that zone every fourth year according to a schedule established by the RI Board. Each zone elects a member of a club, who must be a past director of RI, to serve on the nominating committee for president. Each club may vote in the election for president, which takes place at the annual RI Convention. |
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | The Form 990 is reviewed by the controller, the chief financial officer, and the appointed external tax consultant. The return is signed by the general secretary, provided to the Board of Directors, and filed with the IRS. |
| F990_P06_S0B_L12c | 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 of the organization and the Board of Directors. Key employees and other employees in a position of influence are also required to make annual conflict of interest disclosures. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The process for determining compensation for the general secretary and general managers was last reviewed in fiscal year 2009. RI's Human Resources collects data on total compensation (i.e. base salary and benefits) from several sources, including independent compensation consultants, salary surveys, Internet sites, professional publications, and information from similar organizations in the Chicago area. Human Resources provides a salary range for the general secretary position and the Executive Committee of the Board of Directors determines the compensation amount. The general secretary provides specific recommendations for the general managers' salary increases, which are approved by the board. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Rotary International makes its governing documents, conflict of interest policy, and audited financial statements available to the public on the organization's website, www.rotary.org. |
| F990_P07_S0A_L01b | Form 990, Part VII, Section A, Line 1b | Average hours per week devoted to related organization, The Rotary Foundation: Edwin H. Futa, General Secretary, 12 hrs. Peter J. DeBerge, Chief Financial Officer, General Manager, 16 hrs. Peter Markos, Chief Information Officer, General Manager, 12 hrs. Kathleen Kassenich, Communications Services General Manager, 11 hrs. Steven Routburg, General Counsel, Legal Services Division Manager, 18 hrs. Jeanette Hamilton, Investments & Treasury Division Manager, 29 hrs. Robert Mintz, Corp Relations & Global Travel Division Manager, 23 hrs. Vijayalakshmi Vennelakanti, Enterprise Applications Division Manager, 20 hrs. Geoffrey C. Woie, Controller, 20 hrs. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rotary International Infotech Pvt Ltd | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6th Floor Marisoft III Bldg E | AddressLine1 |
| City | Pune | City |
| Province Or State | Maharashtra | ProvinceOrState |
| Country | IN | Country |
| Postal Code | 411014 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 000000000 | EIN |
| Primary Activities | Information Services | PrimaryActivities |
| Legal Domicile Foreign Country | IN | LegalDomicileForeignCountry |
| Total Income | 1747705 | TotalIncome |
| EOY Assets | 522861 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Rotary Foundation of Rotary International | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 Sherman Ave | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363245072 | EIN |
| Primary Activities | Charitable services and grants | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | line 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fixed Income Gen PRTSP II of Rotary | |||||||||||||
| 1560 Sherman Ave | Evanston | IL | 60201 | 364401367 | Investment | IL | The Rotary Foundation | Excluded | 3527103 | 40712123 | 0 | $0 | 1 |
| Equity General PTRSHP II of Rotary | |||||||||||||
| 1560 Sherman Ave | Evanston | IL | 60201 | 364401359 | Investment | IL | The Rotary Foundation | Excluded | -1139072 | 30513282 | 0 | $0 | 1 |
| International Equity Gen PRTSHP II of Rotary | |||||||||||||
| 1560 Sherman Ave | Evanston | IL | 60201 | 364401363 | Investment | IL | The Rotary Foundation | Excluded | 342000 | 21627757 | 0 | $0 | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PPH National Insurance Co | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 St Paul Street | AddressLine1 |
| Address Line2 | Suite 500 | AddressLine2 |
| City | Burlington | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030370108 | EIN |
| Primary Activity | Captive insurance | PrimaryActivity |
| Legal Domicile State | VT | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 1032975 | ShareOfTotalIncome |
| Share Of EOY Assets | 5067908 | ShareOfEOYAssets |
| Percentage Ownership | 1 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| The Rotary Foundation of Rotary International | |
| b | 666984 |
| The Rotary Foundation of Rotary International | |
| m | 3090411 |
| The Rotary Foundation of Rotary International | |
| n | 25026436 |
| The Rotary Foundation of Rotary International | |
| p | 13935298 |
| PPH National Insurance Co | |
| n | 105288 |
| PPH National Insurance Co | |
| q | 775538 |
| Equity General PTRSHP II of Rotary | |
| a-i | 167676 |
| Fixed Income Gen PRTSP II of Rotary | |
| a-i | 1615942 |
| Fixed Income Gen PRTSP II of Rotary | |
| q | 3000000 |
| Fixed Income Gen PRTSP II of Rotary | |
| r | 12000000 |
| International Equity Gen PRTSHP II of Rotary | |
| a-i | 2 |
| International Equity Gen PRTSHP II of Rotary | |
| q | 12000000 |