TY 2024 Form 990

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) MICHAEL DRIEBE......................................................................
CHAIR & DIRECTOR

10.00
.................

(2) FREDERICK FINDLEY......................................................................
TREASURER

4.00
.................

(3) GILDA MOSHIR......................................................................
DIRECTOR

1.00
.................

(4) MICHAEL SODEN......................................................................
DIRECTOR

1.00
.................

(5) DENNIS FRANKLIN......................................................................
DIRECTOR

1.00
.................

(6) KARINA ANDERSON......................................................................
DIRECTOR

1.00
.................

(7) JOHN CHASE......................................................................
DIRECTOR

1.00
.................

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

	(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......	1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................	2e
3	Subtract line 2e from line 1..................	3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................	4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......	5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........	1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................	2e
3	Subtract line 2e from line 1...................	3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................	4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......	5

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

ROTARY INTERNATIONAL DISTRICT 5300 INC

Employer identification number

80-0666972

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 7A	THE POWERS AND AFFAIRS OF DISTRICT 5300 SHALL BE UNDER THE DIRECTION AND CONTROL OF THE DISTRICT GOVERNOR. THE BOARD OF DIRECTORS SERVES IN AN ADVISORY CAPACITY TO THE SEATED DISTRICT GOVERNOR. THE CURRENT GOVERNOR HAS THE AUTHORITY TO APPOINT ANY MEMBER IN GOOD STANDING IN DISTRICT 5300 TO THE BOARD OF DIRECTORS. THE CURRENT DISTRICT GOVERNOR SHALL SERVE AS THE CHAIR OF THE BOARD DIRECTORS. THE ROLE OF THE BOARD OF DIRECTORS IS TO PROVIDE ADVICE AND COUNCIL REGARDING CURRENT AND FUTURE PROGRAMS AND ACTIVITIES; LONG-TERM STRATEGIC PLANNING; AND IS, AS APPROPRIATE, DISTRICT FINANCIAL ISSUES TO THE CURRENT LEADERSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	A DRAFT COPY OF THE RETURN IS DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW PRIOR TO ITS FINALIZATION AND FILING.
FORM 990, PART VI, SECTION C, LINE 19	NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 24E	DISTRICT ASSEMBLY: PROGRAM SERVICE EXPENSES 18,891. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,891. ZONE INSTITUTE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,981. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,981. DG EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,197. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,197. PROMOTION AND MARKETING: PROGRAM SERVICE EXPENSES 9,842. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,842. DACDB EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,103. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,103. PETS: PROGRAM SERVICE EXPENSES 8,024. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,024. FOUR WAY TEST SPEECH CONTEST: PROGRAM SERVICE EXPENSES 8,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,000. DISTRICT BOOKKEEPER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,835. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,835. ROTARY FLOAT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,000. DISTRICT 5300 EXPENSES: PROGRAM SERVICE EXPENSES 6,158. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,158. DAN STOVER MUSIC AWARDS: PROGRAM SERVICE EXPENSES 5,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,500. OFFICE EXPENSE AND POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,244. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,244. FOUNDATION DINNER: PROGRAM SERVICE EXPENSES 4,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,600. HENSEL ETHICS: PROGRAM SERVICE EXPENSES 3,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,700. LEADERSHIP TRAINING EXPENSE: PROGRAM SERVICE EXPENSES 3,650. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,650. SHIRTS/BANNERS/PINS/DIRECTORIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,131. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,131. BANK AND CREDIT CARD MERCHANT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,598. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,598. AG TRAVEL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,180. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,180. R.I. EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,778. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,778. YOUTH STUDY EXCHANGE: PROGRAM SERVICE EXPENSES 1,468. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,468. YOUTH PROTECTION: PROGRAM SERVICE EXPENSES 515. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 515. PRINTING AND COPYING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 216. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 216. AWARDS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 203. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 203. NOMINATING COMMITTEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 159. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: ROTARY INTERNATIONAL DISTRICT 5300 INC. IS A GEOGRAPHIC AREA OF SOUTHERNCALIFORNIA AND NEVADA IN WHICH CLUBS ARE GROUPED BY ROTARY INTERNATIONAL. THE DISTRICT PROVIDES MEMBERSHIP TRAINING AND SERVICES TO ROTARIANS IN THE DISTRICT AND PROVIDES COMMUNITY, YOUTH, AND VOCATIONAL SERVICES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	7
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	7
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	25
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	361,161	370,026
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	59	3,844
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	361,220	373,870
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	337,204	404,669
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	337,204	404,669
19	Revenue less expenses. Subtract line 18 from line 12.......	24,016	-30,799
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	190,270	116,604
21	Total liabilities (Part X, line 26).............	52,319	25,452
22	Net assets or fund balances. Subtract line 21 from line 20.....	137,951	91,152

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 299,544 including grants of $ ) (Revenue $ 370,026 )
	THE ORGANIZATION PROVIDES COMMUNITY SERVICES, MEMBERSHIP TRAINING AND YOUTH DEVELOPMENT ACTIVITES INCLUDING RYLA AND LEADERSHIP CONFERENCES, AND YOUTH SPEECH AND MUSIC CONTESTS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses299,544

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	DISTRICT DUES		105,200	105,200
b	RYLA		83,850	83,850
c	DISTRICT CONFERENCE		67,737	67,737
d	TLC		57,550	57,550
e	R.I. EXPENSES REIMBURS		16,810	16,810
f	All other program service revenue.		38,879	38,879
g	Total. Add lines 2a–2f .....		370,026

3 Investment income (including dividends, interest, and othersimilar amounts) ......			3,844			3,844
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			373,870	370,026	0	3,844

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	RYLA	82,942	82,942
b	DISTRICT CONFERENCE	80,342	80,342
c	TLC	65,912	65,912
d	DISTRICT ADMINISTRATOR	31,500		31,500
e	All other expenses	143,973	70,348	73,625
25	Total functional expenses. Add lines 1 through 24e	404,669	299,544	105,125	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			23,598	1	7,476
2	Savings and temporary cash investments .........			150,239	2	109,128
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			16,433	9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	22,624
b	Less: accumulated depreciation	10b	22,624	0	10c	0
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			190,270	16	116,604

17	Accounts payable and accrued expenses .....	52,319	17	25,452
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	52,319	26	25,452

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	137,951	27	91,152
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	137,951	32	91,152
33	Total liabilities and net assets/fund balances ........	190,270	33	116,604

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....	22,624	22,624	0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				0

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

1.(a) Description of liability	(b) Book value
(1) Federal income taxes









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII