Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| Form 990, Part III, Line 4d | OTHER PROGRAM SERVICES | (Code:___) Expenses $45,613,238 including grants of $414,304 (Revenue $560,195) 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. |
| Form 990, Part V, Line 4b | NAME OF FOREIGN COUNTRY | Argentina Australia Bangladesh Brazil Canada Chile Colombia Denmark Egypt Germany India Japan Nigeria Norway Pakistan Peru Philippines Republic of South Korea South Africa Sri Lanka Sweden Switzerland Thailand United Kingdom Venezuela |
| 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) entities, paid membership dues which are reported on Form 990, Part VIII, LIne 1b as contribution revenue. As such, Rotary International does not directly provide an express statement. |
| Form 990, Part VI, Section A, Line 6 | MEMBERS OR STOCKHOLDERS | 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 | PERSONS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY | The procedures 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. |
| Form 990, Part VI, Section B, Line 11b | REVIEW OF FORM 990 | Rotary International's Form 990 is prepared by an independent certified public accounting firm. A draft of the Form 990 is reviewed by the Controller 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 | CONFLICT OF INTEREST POLICY | 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. |
| Form 990, Part VI, Section B, Lines 15a & 15b | DETERMINATION OF COMPENSATION | The process for determining compensation for the general secretary, deputy general secretary and general managers was last reviewed in fiscal year 2012. RIs 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 same geographic area. Human Resources provides a salary range for the general secretary, deputy general secretary, and general managers positions and the Executive Committee of the Board of Directors review salary ranges and salary increase parameters for reasonableness. The general secretarys compensation is based on the terms in the general secretarys contract. The general secretary approves salary increases for the deputy general secretary and general managers within the salary ranges approved by the Executive Committee of the Board of Directors. This process is contemporaneously docuemnted. |
| Form 990, Part VI, Section C, Line 19 | ORGANIZATIONAL DOCUMENTS AVAILABLE TO THE PUBLIC | 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. |
| Form 990, Part XI, Line 5 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES | Net unrealized losses on investments -12,308,475. Pension related changes -10,459,423. PPH activity -294,979. Infotech tax adjustments -28,987. Various book/tax reporting differences 1,013. ----------- Total: -23,090,851. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:John Hewko TITLE:General Secretary HOURS:12 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Peter DeBerge TITLE:Deputy General Secretary HOURS:13 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Lori Carlson TITLE:Chief Financial Officer HOURS:12 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Peter Markos TITLE:G.M. Admin Support Service HOURS:12 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Kathy Kessenich TITLE:Comm Services G.M. HOURS:11 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Jeanette Hamilton TITLE:Investments & Treasury Manager HOURS:28 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Shiro Oshima TITLE:Mgr Japan International Office HOURS:26 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Steven Routburg TITLE:Mgr Legal Services & Gen Couns HOURS:10 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Chang Kyo Kim TITLE:Mgr Korea International Office HOURS:22 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Frank Pezzimenti TITLE:Mgr Australia Interntl Office HOURS:23 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Andrew McDonald TITLE:Mgr Corp Svc Div/Ch. of Staff HOURS:15 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Edwin H. Futa TITLE:General Secretary HOURS:12 |
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