Civic Intelligence

Rotary International District 5060

EIN 91-1561323 • 501(c)4 • Penticton, BC, CA

Profile

The purpose of the district is to assist and support clubs in providing local community service, promote high ethical standards, and to promote world understanding of peace.

502 Ellis StreetPenticton, BC V2A 4M3CA

www.rotary5060.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

4.8%

Faster asset growth than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-23%

Faster revenue growth than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$327,588

Down $129,972 (-28%) from 2022

Liabilities

Down

$11,771

Down $28,197 (-71%) from 2022

Net Assets

Down

$315,817

Down $101,775 (-24%) from 2022

Operations
Liabilities / Revenue71st percentileNet Margin60th percentile

Revenue

Up

$373,921

Up $169,427 (+83%) from 2022

Expenses

Up

$470,595

Up $211,019 (+81%) from 2022

Net Income

Down

-$96,674

Down $41,592 (-76%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $378,648Liabilities 2011: $148,2412011Assets 2012: $374,572Liabilities 2012: $179,553Net Assets 2012: $195,0192012Assets 2013: $369,817Liabilities 2013: $182,139Net Assets 2013: $187,6782013Assets 2014: $415,841Liabilities 2014: $200,037Net Assets 2014: $215,8042014Assets 2015: $357,312Liabilities 2015: $106,509Net Assets 2015: $250,8032015Assets 2016: $364,023Liabilities 2016: $72,248Net Assets 2016: $291,7752016Assets 2017: $420,335Liabilities 2017: $97,842Net Assets 2017: $322,4932017Assets 2018: $425,363Liabilities 2018: $39,256Net Assets 2018: $386,1072018Assets 2019: $449,404Liabilities 2019: $56,191Net Assets 2019: $393,2132019Assets 2020: $448,557Liabilities 2020: $23,384Net Assets 2020: $425,1732020Assets 2021: $489,357Liabilities 2021: $12,068Net Assets 2021: $477,2892021Assets 2022: $457,560Liabilities 2022: $39,968Net Assets 2022: $417,5922022Assets 2023: $327,588Liabilities 2023: $11,771Net Assets 2023: $315,8172023

Highlighted filing

2023

Assets$327,588
Liabilities$11,771
Net Assets$315,817
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $194,812Expenses 2011: $181,594Net Income 2011: $13,2182011Expenses 2012: $500,5862012Expenses 2013: $567,9012013Revenue 2014: $460,310Expenses 2014: $432,184Net Income 2014: $28,1262014Revenue 2015: $674,299Expenses 2015: $639,300Net Income 2015: $34,9992015Revenue 2016: $635,839Expenses 2016: $594,867Net Income 2016: $40,9722016Revenue 2017: $516,570Expenses 2017: $485,852Net Income 2017: $30,7182017Revenue 2018: $522,430Expenses 2018: $465,759Net Income 2018: $56,6712018Revenue 2019: $516,702Expenses 2019: $505,158Net Income 2019: $11,5442019Revenue 2020: $259,788Expenses 2020: $225,688Net Income 2020: $34,1002020Revenue 2021: $149,444Expenses 2021: $107,012Net Income 2021: $42,4322021Revenue 2022: $204,494Expenses 2022: $259,576Net Income 2022: -$55,0822022Revenue 2023: $373,921Expenses 2023: $470,595Net Income 2023: -$96,6742023

Highlighted filing

2023

Revenue$373,921
Expenses$470,595
Net Income-$96,674
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$327,588
Liabilities
$11,771
Net assets
$315,817
Revenue
$373,921
Expenses
$470,595
Net income
-$96,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.28$0.12$3.16$3.74$4.71$0.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.40$4.18$2.04$2.60$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.12$4.77$1.49$1.07$0.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.49$0.23$4.25$2.60$2.26$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.56$3.93$5.17$5.05$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.39$3.86$5.22$4.66$0.57
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$0.98$3.22$5.17$4.86$0.31
2016Detailed filing. Detailed filing data is available for this year.$3.64$0.72$2.92$6.36$5.95$0.41
2015Detailed filing. Detailed filing data is available for this year.$3.57$1.07$2.51$6.74$6.39$0.35
2014Detailed filing. Detailed filing data is available for this year.$4.16$2.00$2.16$4.60$4.32$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$1.82$1.88$5.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$1.80$1.95$5.01
2011Summary only. Only limited summary data is available for this year.$3.79$1.48$1.95$1.82$0.13
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 7, 2020
Return Version
2019v5.1
Gross Receipts
$259,788
Mission and Program Overview

Mission

The purpose of the district is to assist and support clubs in providing local community service, promote high ethical standards, and to promote world understanding of peace.

Rotary is a world wide service organization established to provide local community service, promote high ethical standards in all vocations, and to promote world understanding and peace. A district is a geographically organized group of individual rotary clubs. The purpose of the district is to assist and support clubs in achieving the goals enumerated above.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$323,363$347,702▲ $24,339
Savings and Temporary Cash Investments$72,811$73,476▲ $665
Prepaid Expenses and Deferred Charges$42,189$21,067▼ $21,122
Accounts Receivable$11,041$6,312▼ $4,729
Total Assets$449,404$448,557▼ $847
Liabilities
Deferred Revenue$46,939--
Accounts Payable and Accrued Expenses$9,252$23,384▲ $14,132
Total Liabilities$56,191$23,384▼ $32,807
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$320,924$352,219▲ $31,295
Net Assets With Donor Restrictions$72,289$72,954▲ $665
Total Net Assets Fund Balance$393,213$425,173▲ $31,960
Total Liabilities and Net Assets / Fund Balance$449,404$448,557▼ $847

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$70,789$541▲ $124-$71,454
2018$70,644-▲ $145-$70,789
2017$71,220$79▲ $145-$70,644
2016$70,041$1,036▲ $143-$71,220
2015$67,788$3,553--$70,041
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Suzanne MccloyFinance Chair
Patty GarrettYouth Exchange Chair
Peter SchulzDistrict Governor
Richard DerockDistrict Governor Elect
Jordan LaporteDistrict Governor Nominee
Karl RuetherDistrict Governor Nominee Designate
Cindy AndersonDistrict Secretary
Ken LalogeDistrict Treasurer
Sherry ChamberlainVice Govenor/past District Governor
Revenue and Support

Revenue Composition

Contributions and Grants
$136,914
Program Service Revenue
$113,444
Investment Income
$741
Other Revenue
$8,689
All Other Contributions
$3,103
Change in Net Assets
$34,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,688
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$49,731$12,417-$62,148
Office Expenses$5,291$14,016-$19,307
Insurance-$17,526-$17,526
Advertising$10,235$2,050-$12,285
Other Expenses$10,569$9,247-$10,569
Fees for Services Accounting-$7,275-$7,275
Fees for Services Management-$6,536-$6,536
Travel$5,665--$5,665
Total Functional Expenses$156,621$69,067$0$225,688
International Activity

International Summary

Offices
0
Employees
0
Spending
$94,946

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaYouth Exchange Program, District OperationsThe Youth Exchange Program Provides an Opportunity for Canadian and American Youth Within the District to Participate in an Exchange Program to Gain Experience in Attending High School in a Foreign Country and Participating in That Culture. There Have Been Approximately 30 Participants Each Year.00$94,946
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The members of the organization are rotary clubs within the district 5060 geographic boundaries.”

Form 990, Part VI, Section A, Line 7A

“The district has a nominating committee made up of the two most immediate past directors, two present or past club presidents, and the district governor. The nominating committee gathers nominations from the clubs and ultimately selects a candidate for the position of district governor.”

Form 990, Part VI, Section A, Line 7B

“Changes to the organization's policy manual must be approved by the membership.”

Form 990, Part VI, Section B, Line 11B

“The form 990 will be distributed to the board for approval before filing. Once approved by the board, it will be signed by the treasurer.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are all available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary International District 5060
EIN
91-1561323
Phone
2504928821
Address
CA

Signing Officer

Name
Ken Laloge
Title
Treasurer
Phone
2504928821
Signed
2020-12-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Laloge
Formed
2008
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
19

Preparer

Firm
Larson Gross Pllc
Address
2211 RIMLAND DR STE 422, BELLINGHAM, WA 98226
Preparer
Keaton Wersen-cpa
Phone
3607344280
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Foreign exchange gain/loss -2,140.”

Financial Statement Notes

PART V, LINE 4:

“The organization uses the endowment funds to support the youth exchange program and provide scholarships to students.”

Raw XML AppendixShowing 400 of 428 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DISTRICT GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE GOVENOR/PAST DISTRICT GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DISTRICT GOVERNOR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DISTRICT GOVERNOR NOMINEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DISTRICT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DISTRICT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6YOUTH EXCHANGE CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt8FINANCE CHAIR
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IRS990/OtherExpensesGrp/Desc0YOUTH EXCHANGE EXPENSES
IRS990/OtherExpensesGrp/Desc1DISTRICT CONFERENCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09247
IRS990/OtherExpensesGrp/ProgramServicesAmt075130
IRS990/OtherExpensesGrp/ProgramServicesAmt110569
IRS990/OtherExpensesGrp/TotalAmt084377
IRS990/OtherExpensesGrp/TotalAmt110569
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08689
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08689
IRS990/OtherRevenueTotalAmt08689
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042189
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021067
IRS990/PrincipalOfficerNm0KEN LALOGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0YOUTH EXCHANGE PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL DISTRICT CONFER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt091971
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13244
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt091971
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13244
IRS990/ProgSrvcAccomActy2Grp/Desc0ANNUAL CONFERENCE TO BRING TOGETHER, FOR EDUCATIONAL PURPOSES, THE CLUBS THROUGHOUT THE DISTRICT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010569
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03244
IRS990/ProgSrvcAccomActy3Grp/Desc0TRAVEL/CONFERENCES/CONVENTIONS/SUPPLIES/MEETINGS/ROTARY YOUTH LEADERSHIP AWARDS/INSURANCE ASSESSMENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt070922
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt026918
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0138287
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0690
IRS990/PYOtherExpensesAmt0505158
IRS990/PYOtherRevenueAmt021854
IRS990/PYProgramServiceRevenueAmt0355871
IRS990/PYRevenuesLessExpensesAmt011544
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0505158
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0516702
IRS990/ReconcilationRevenueExpnssAmt034100
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt019070
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt091971
IRS990/SavingsAndTempCashInvstGrp/BOYAmt072811
IRS990/SavingsAndTempCashInvstGrp/EOYAmt073476
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt070789
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0541
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt071454
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0124
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt070644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt070789
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0145
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt071220
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt079
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt070644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0145
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt070041
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01036
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt071220
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0143
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt067788
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03553
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt070041
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01300
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.98000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES THE ENDOWMENT FUNDS TO SUPPORT THE YOUTH EXCHANGE PROGRAM AND PROVIDE SCHOLARSHIPS TO STUDENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt094946
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0THE YOUTH EXCHANGE PROGRAM PROVIDES AN OPPORTUNITY FOR CANADIAN AND AMERICAN YOUTH WITHIN THE DISTRICT TO PARTICIPATE IN AN EXCHANGE PROGRAM TO GAIN EXPERIENCE IN ATTENDING HIGH SCHOOL IN A FOREIGN COUNTRY AND PARTICIPATING IN THAT CULTURE. THERE HAVE BEEN APPROXIMATELY 30 PARTICIPANTS EACH YEAR.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0YOUTH EXCHANGE PROGRAM, DISTRICT OPERATIONS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt094946
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE GRANTS ARE APPLIED FOR AND APPROVED. THE RECIPIENT SPENDS THE FUNDS THEN THE ROTARY DISTRICT REIMBURSES THEM TO ENSURE THE FUNDS ARE PROPERLY SPENT.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt094946
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE ORGANIZATION ARE ROTARY CLUBS WITHIN THE DISTRICT 5060 GEOGRAPHIC BOUNDARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DISTRICT HAS A NOMINATING COMMITTEE MADE UP OF THE TWO MOST IMMEDIATE PAST DIRECTORS, TWO PRESENT OR PAST CLUB PRESIDENTS, AND THE DISTRICT GOVERNOR. THE NOMINATING COMMITTEE GATHERS NOMINATIONS FROM THE CLUBS AND ULTIMATELY SELECTS A CANDIDATE FOR THE POSITION OF DISTRICT GOVERNOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGES TO THE ORGANIZATION'S POLICY MANUAL MUST BE APPROVED BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WILL BE DISTRIBUTED TO THE BOARD FOR APPROVAL BEFORE FILING. ONCE APPROVED BY THE BOARD, IT WILL BE SIGNED BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FOREIGN EXCHANGE GAIN/LOSS -2,140.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0449404
IRS990/TotalAssetsEOYAmt0448557
IRS990/TotalAssetsGrp/BOYAmt0449404
IRS990/TotalAssetsGrp/EOYAmt0448557
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0136914
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt069067
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0156621
IRS990/TotalFunctionalExpensesGrp/TotalAmt0225688
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt056191
IRS990/TotalLiabilitiesEOYAmt023384
IRS990/TotalLiabilitiesGrp/BOYAmt056191
IRS990/TotalLiabilitiesGrp/EOYAmt023384
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0393213
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0425173
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt018229
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt018229
IRS990/TotalProgramServiceExpensesAmt0156621
IRS990/TotalProgramServiceRevenueAmt0113444
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0741
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0122133
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0259788
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt019
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0449404
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0448557
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt05665
IRS990/TravelGrp/TotalAmt05665
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.ROTARY5060.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN LALOGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02504928821
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5060

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