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Rotary International District 5020

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Category: Community Improvement, Capacity Building / Community Service Clubs (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$667k (2023)

Expenses
$714k (2023)

Total Assets
$444k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$666,673
Expenses
$714,294
Net Income
-$47,621
Net Assets
$444,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $666,673
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $444,278
Total Liabilities $0
Net Assets $444,278
Compensation
Key Employees and Officers Compensation Related Other
Judith Marriott (District Secretary) $0 $0 $0
Roan Blacker (District Treasurer) $0 $0 $0
Linda Kaye Briggs (District Gov Nominee Elect) $0 $0 $0
Anthony Camoroda (District Governor Nominee) $0 $0 $0
Caleb Summerfelt (District Governor) $0 $0 $0
Willard Mcgregor (District Governor Elect) $0 $0 $0
Terry Dale Roberts (Past District Governor) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$614,677
Expenses
$658,325
Net Income
-$43,648
Net Assets
$489,033
Notable Sources of Revenue Percent of Total Revenue
Contributions $614,673
100.0%
Program Services $0
Investment Income $4
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $519,091
Total Liabilities $30,058
Net Assets $489,033
Compensation
Key Employees and Officers Compensation Related Other
Lorna Curtis (Past District Governor) $0 $0 $0
Judith Marriott (District Secretary) $0 $0 $0
Roan Blacker (District Governor) $0 $0 $0
Terry Dale Roberts (District Governor) $0 $0 $0
Caleb Summerfelt (District Governor Elect) $0 $0 $0
Willard Mcgregor (District Governor Nominee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$548,434
Expenses
$383,991
Net Income
$164,443
Net Assets
$516,762
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $548,430
100.0%
Investment Income $4
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $539,349
Total Liabilities $22,587
Net Assets $516,762
Compensation
Key Employees and Officers Compensation Related Other
Maureen Fritz Roberts (Past District Governor) $0 $0 $0
Judith Marriott (District Secretary) $0 $0 $0
Roan Blacker (District Governor) $0 $0 $0
Greg Horn (District Governor) $0 $0 $0
Lorna Curtis (District Governor Elect) $0 $0 $0
Terry Dale Roberts (District Governor Nominee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$559,975
Expenses
$425,567
Net Income
$134,408
Net Assets
$339,979
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $559,414
99.9%
Investment Income $0
Bond Proceeds $561
0.1%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $368,926
Total Liabilities $28,947
Net Assets $339,979

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,864
Expenses
$671,540
Net Income
-$599,676
Net Assets
$205,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $71,284
99.2%
Investment Income $580
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $230,247
Total Liabilities $24,676
Net Assets $205,571

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Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$645,410
Expenses
$762,379
Net Income
-$116,969
Net Assets
$162,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $644,928
99.9%
Investment Income $482
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $162,818
Total Liabilities $0
Net Assets $162,818

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Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$597,568
Expenses
$607,313
Net Income
-$9,745
Net Assets
$279,587
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $595,761
99.7%
Investment Income $0
Bond Proceeds $1,807
0.3%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $293,265
Total Liabilities $13,678
Net Assets $279,587

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Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$293,453
Expenses
$317,836
Net Income
-$24,383
Net Assets
$192,391
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $291,357
99.3%
Investment Income $2,096
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $192,391
Total Liabilities $0
Net Assets $192,391

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Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$285,905
Expenses
$278,756
Net Income
$7,149
Net Assets
$216,774
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $282,873
98.9%
Investment Income $3,032
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $216,774
Total Liabilities $0
Net Assets $216,774

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$296,244
Expenses
$304,093
Net Income
-$7,849
Net Assets
$209,625
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $293,152
99.0%
Investment Income $3,092
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $209,625
Total Liabilities $0
Net Assets $209,625

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$316,193
Expenses
$327,234
Net Income
-$11,041
Net Assets
$217,474
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $312,952
99.0%
Investment Income $3,241
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $217,474
Total Liabilities $0
Net Assets $217,474

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$316,569
Expenses
$348,165
Net Income
-$31,596
Net Assets
$230,267
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $311,648
98.4%
Investment Income $4,921
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $230,267
Total Liabilities $0
Net Assets $230,267

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$420,662
Expenses
$370,716
Net Income
$49,946
Net Assets
$261,863
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,000
26.1%
Program Services $308,381
73.3%
Investment Income $2,281
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $261,863
Total Liabilities $0
Net Assets $261,863

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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