Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
ROTARY INTERNATIONAL
 
Employer identification number

36-1707667
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018
Page 2

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1JOHN HEWKO
GENERAL SECRETARY
(i)

(ii)
316,061
-------------
185,623
0
-------------
0
0
-------------
0
21,499
-------------
12,626
21,603
-------------
12,687
359,163
-------------
210,936
0
-------------
0
2LORI CARLSON
GM, CHIEF FINANCIAL OFFICER
(i)

(ii)
134,678
-------------
129,396
0
-------------
0
1,492
-------------
1,433
17,149
-------------
16,477
918
-------------
882
154,237
-------------
148,188
0
-------------
0
3JAMES BARNES
CHIEF PROGRAMS & MEMBER SERVICES OFF
(i)

(ii)
187,102
-------------
59,085
0
-------------
0
3,476
-------------
1,098
25,082
-------------
7,921
15,390
-------------
4,860
231,050
-------------
72,964
0
-------------
0
4DAVID ALEXANDER
GM, CHIEF COMMUNICATIONS OFFICER
(i)

(ii)
184,151
-------------
32,497
0
-------------
0
2,069
-------------
365
27,377
-------------
4,831
24,902
-------------
4,394
238,499
-------------
42,087
0
-------------
0
5MICHELE BERG
DEPUTY GENERAL SECRETARY
(i)

(ii)
181,214
-------------
106,427
0
-------------
0
0
-------------
0
17,719
-------------
10,406
16,130
-------------
9,473
215,063
-------------
126,306
0
-------------
0
6STEVEN ROUTBURG
GENERAL COUNSEL
(i)

(ii)
143,418
-------------
70,639
0
-------------
0
2,715
-------------
1,337
21,524
-------------
10,601
19,879
-------------
9,791
187,536
-------------
92,368
0
-------------
0
7THOMAS THORFINNSON
GM, CHIEF STRATEGY OFFICER
(i)

(ii)
115,880
-------------
111,336
0
-------------
0
0
-------------
0
16,435
-------------
15,791
4,887
-------------
4,695
137,202
-------------
131,822
0
-------------
0
8RICHARD KICK
CHIEF INFORMATION OFFICER
(i)

(ii)
114,868
-------------
90,254
0
-------------
0
0
-------------
0
12,527
-------------
9,843
16,765
-------------
13,172
144,160
-------------
113,269
0
-------------
0
9ERIC JONES
CHIEF INVESTMENT OFFICER
(i)

(ii)
29,482
-------------
265,338
0
-------------
0
0
-------------
0
2,751
-------------
24,755
2,749
-------------
24,740
34,982
-------------
314,833
0
-------------
0
10ERIC SCHMELLING
GM, CHIEF PHILANTHROPY OFFICER
(i)

(ii)
4,097
-------------
200,765
0
-------------
0
0
-------------
0
518
-------------
25,402
485
-------------
23,757
5,100
-------------
249,924
0
-------------
0
11ANDREW MCDONALD
DEPUTY GENERAL COUNSEL
(i)

(ii)
117,106
-------------
57,679
0
-------------
0
2,153
-------------
1,061
19,187
-------------
9,450
6,282
-------------
3,094
144,728
-------------
71,284
0
-------------
0
12KRISTOPHER NEWBAUER
DIRECTOR OF GLOBAL PEOPLE & TALENT
(i)

(ii)
103,023
-------------
80,946
0
-------------
0
1,895
-------------
1,489
11,444
-------------
8,992
4,548
-------------
3,574
120,910
-------------
95,001
0
-------------
0
13BERNADETTE KNIGHT
DIRECTOR OF FINANCE
(i)

(ii)
86,903
-------------
97,997
0
-------------
0
1,338
-------------
1,508
14,665
-------------
16,537
15,032
-------------
16,951
117,938
-------------
132,993
0
-------------
0
14VICTOR BARNES
DIRECTOR OF PROGRAMS & GRANTS
(i)

(ii)
34,962
-------------
131,525
0
-------------
0
0
-------------
0
6,359
-------------
23,924
1,977
-------------
7,436
43,298
-------------
162,885
0
-------------
0
15JONATHAN SOUTH
INVESTMENT OFFICER
(i)

(ii)
17,610
-------------
158,487
0
-------------
0
0
-------------
0
1,477
-------------
13,292
2,096
-------------
18,867
21,183
-------------
190,646
0
-------------
0
16IAN RISELEY
FORMER OFFICER
(i)

(ii)
118,658
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
7,361
-------------
0
126,019
-------------
0
0
-------------
0
Schedule J (Form 990) 2018
Page 3

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A FIRST CLASS TRAVEL UNCOMPENSATED VOLUNTEER LEADERS CONDUCT EXTENSIVE INTERNATIONAL TRAVEL ON BEHALF OF THE ORGANIZATION. ROTARY INTERNATIONAL PROVIDES BUSINESS-CLASS AIRFARE FOR THE BOARD OF DIRECTORS AND THE GENERAL SECRETARY. BUSINESS-CLASS TRAVEL 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. 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 THE ROTARY CODE OF POLICIES. THE EXPENSE REIMBURSEMENTS ARE TAXABLE TO THE RECIPIENTS. IT IS THE BOARD POLICY TO PAY THE PRESIDENTS FOR THE TAXES ASSOCIATED WITH THIS INCOME. PERSONAL SERVICES FOR ANY PRESIDENT OF ROTARY INTERNATIONAL, WHO IS NOT A UNITED STATES CITIZEN, EXPENSES RELATED TO INCOME TAX PREPARATION ARE INCLUDED UNDER THE ROTARY CODE OF POLICY. THESE EXPENSES ARE TAXABLE TO THE RECIPIENT. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE FOR EFFICIENCY, RESIDENCES NEAR RI HEADQUARTERS ARE PROVIDED FOR THE ROTARY INTERNATIONAL 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 TRAVELLING ON BEHALF OF THE ASSOCIATION. THESE EXPENSE REIMBURSEMENTS ARE TAXABLE TO THE RECIPIENT. 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. 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 POLICES FOR PERSONAL EXPENSE REIMBURSEMENT. THESE EXPENSE REIMBURSEMENTS ARE TAXABLE TO THE RECIPIENT. HIGHEST COMPENSATED EMPLOYEES ROTARY INTERNATIONAL HAS A HIGHEST COMPENSATED EMPLOYEE AT ITS OFFICE IN ZURICH, SWITZERLAND, WHICH IS CURRENTLY UNDISCLOSED DUE TO POTENTIAL INFRINGEMENT OF LOCAL DATA PRIVACY LAWS. SALARIES FOR STAFF AT THE INTERNATIONAL OFFICES ARE ESTABLISHED IN THEIR LOCAL CURRENCY AND TRANSLATED TO US DOLLARS FOR REPORTING PURPOSES, RESULTING IN POTENTIALLY LARGE FLUCTUATIONS IN THE USE DOLLAR REPORTABLE EQUIVALENT FOR COMPENSATION.
Schedule J (Form 990) 2018
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