Rotary International District 5020
- Assets
- $519.1k
- Revenue
- $614.7k
- Investments
- $0.0
- Employees
- 0
- Location
- Bainbridge Island, WA
- Founding
- 09/2010
- Data as of
- 06/2022
- EIN
- 35-2361984
Organization Overview
Rotary International District 5020 is located in Bainbridge Island, WA. The organization was established in 2010. According to its NTEE Classification (S80) the organization is classified as: Community Service Clubs, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rotary International District 5020 is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 06/2022, Rotary International District 5020 generated $614.7k in total revenue. This represents relatively stable growth, over the past 2 years the organization has increased revenue by an average of 5.9% each year. All expenses for the organization totaled $658.3k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2022, Rotary International District 5020 has awarded 11 individual grants totaling $119,645. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT AND STRENGTHEN THE ROTARY CLUBS WITH THE DISTRICT BY PROVIDING OFFICER TRAINING, ENCOURAGING GOAL SETTING AND ACHEIVEMENT, AND ENHANCING ROTARY PUBLIC IMAGE; AND, INCREASE HUMANITARIAN SERVICE BOTH LOCALLY AND WORLDWIDE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
INCREASING HUMANITARIAN SERVICES BOTH LOCALLY AND WORLDWIDE. THIS PROGRAM SERVICE IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS DESIGNATED DISTRICT FUND (DDF). .MORE THAN 65 GRANTS AND SCHOLARSHIPS WERE AWARDED BY THE DISTRICT TO ORGANIZATIONS AND INDIVIDUALS THAT DEMONSTRATED INCREASING HUMANITARIAN ACTIVITIES AND SERVICES SELECTED BY THE DISTRICT.
DISTRICT OFFICER AND CLUB TRAINING. THIS PROGRAM IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS GENERAL AND CONFERENCE FUND. .THE DISTRICT GOVERNOR AND OTHER DISTRICT OFFICERS AND TRAINERS VISISTED ALL 90 CLUBS OF THE DISTRICT TO ASSIST IN LEADERSHIP TRAINING AND TO ENCOURAGE GOAL SETTING AND ACHEIVEMENT. . THE DISTRICT GOVERNORS ALSO OVERSAW THE ANNUAL DISTRICT-WIDE CONFERENCE AND TRAINING EVENT MADE AVAILABLE TO ALL APPROXIMATE 4,000 ROTARY MEMBERS WITHIN THE DISTRICT.
YOUTH PROGRAM SERVICES. THIS PROGRAM SERVICE IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS YEX AND RYLA FUNDS, AND THE YOUTH SERVICE COMMITTEE BUDGET OF THE GENERAL FUND. .UNFORTUNATELY COVID 19 INTERUPTED AND PAUSED THE DISTRICTS YOUTH PROGRAMS FOR THIS PARTICULAR YEAR, HOWEVER, 18 HIGH SCHOOL STUDENTS FROM THE DISTRICTS AREA WERE PROCESSED TO STUDY AND LIVE ABROAD WITH ROTARY FAMILIES FOR THE FOLLOWING YEAR, AND 18 HIGH SCHOOL STUDENTS FROM FOREIGN COUNTRIES WERE PROCESSED AND SELECTED TO BE HOSTED BY FAMILIES WITHIN THE DISTRICT. .COVID 19 ALSO INTERRUPTED THE DISTRICTS HOSTING OF OUR ANNUAL ROTARY YOUTH LEADERSHIP AWARD RETREAT IN CANADA, BUT THE UNITED STATES ANNUAL RETREAT WAS MODIFIED TO A VIRTUAL ONE AND 40 HIGH SCHOOL STUDENTS FROM OUR DISTRICT WERE ABLE TO ATTEND.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lorna Curtis Past District Governor | Officer | 5 | $0 |
Judith Marriott District Secretary | Officer | 5 | $0 |
Roan Blacker District Governor | Officer | 10 | $0 |
Terry Dale Roberts District Governor | Officer | 20 | $0 |
Caleb Summerfelt District Governor Elect | Officer | 20 | $0 |
Willard Mcgregor District Governor Nominee | Officer | 10 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $182,943 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $431,730 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $614,673 |
| Total Program Service Revenue | $0 |
| Investment income | $4 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $614,677 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $170,798 |
| Grants and other assistance to domestic individuals. | $60,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $126,658 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $70 |
| Fees for services: Accounting | $630 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $11,096 |
| Information technology | $45,470 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $39,777 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $177,917 |
| Interest | $5,750 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $20,159 |
| All other expenses | $0 |
| Total functional expenses | $658,325 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $511,147 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $7,944 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $519,091 |
| Accounts payable and accrued expenses | $30,058 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $30,058 |
| Net assets without donor restrictions | $313,150 |
| Net assets with donor restrictions | $175,883 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $519,091 |
Grants Awarded
Over the last fiscal year, Rotary International District 5020 has awarded $119,645 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
GIG HARBOR NORTH ROTARY CLUB PURPOSE: CHAPTER GRANTS | $14,000 |
BAINBRIDGE ISLAND ROTARY CLUB PURPOSE: CHAPTER GRANTS | $6,795 |
LAKEWOOD ROTARY CLUB PURPOSE: CHAPTER GRANTS | $10,350 |
NORWESTER ROTARY CLUB PURPOSE: CHAPTER GRANTS | $6,000 |
OLYMPIA ROTARY CLUB PURPOSE: CHAPTER GRANTS | $12,000 |
ANGELES NOON ROTARY CLUB PURPOSE: CHAPTER GRANTS | $7,000 |