2026-02-10T11:20:21-06:00 2025-06-30 941354985 LINKENHEIMER LLP 187 CONCOURSE BLVD SANTA ROSA CA 95403 990 2024-07-01 680001773 ROTARY INTERNATIONAL DISTRICT 5130 ROTA 7078363885 122 CALISTOGA RD 586 SANTA ROSA CA 954093702 JAMES O'GRADY DISTRICT GOVERNOR 7078363885 2026-02-05 1 1 KERRI E BERRY P01333336 7075460272 2024 2025-03-06 01:10:19Z X ROTARY DISTRICT 5130 JAMES O'GRADY 122 CALISTOGA RD 586 SANTA ROSA CA 954093702 487662 0 0573 X WWW.ROTARY5130.ORG X 1983 CA ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE. 7 7 0 1900 0 0 206975 218139 103481 264851 69 4672 0 0 310525 487662 105435 42027 0 0 7200 7200 0 0 0 238428 414997 351063 464224 -40538 23438 358724 381542 810 190 357914 381352 X ROTARY INTERNATIONAL DISTRICT 5130'S EXEMPT PURPOSE IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND IN PARTICULAR, TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF AN ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE, ENCOURAGE AND PROMOTE HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS. APPLY THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE, AND ADVANCE INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD OF FELLOWSHIP OF BUSINESS AND PROFESSIONAL MEN AND WOMEN UNITED IN THE IDEAL OF SERVICE. 0 0 138563 128123 YOUTH EXCHANGE: PROMOTING WORLD PEACE AND UNDERSTANDING BY SENDING HIGH SCHOOL STUDENTS TO FOREIGN COUNTRIES TO STUDY AND LIVE WITH ROTARY FAMILIES ABROAD AND HOSTING FOREIGN STUDENTS IN THE DISTRICT. 64229 42027 7920 DISTRICT ACTIVITIES AND CLUB SUPPORT. 238392 128808 SUPPORTING CONFERENCE ACTIVITES. OTHER DISTRICT ACTIVITIES 441184 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 1 0 CA X PENNY MILLAR 7078363885 122 CALISTOGA RD 586 SANTA ROSA CA 954093702 DARREN PATTERSON BOARD MEMBER 2.00 X 0 0 0 KLARK SWAN BOARD MEMBER 2.00 X 0 0 0 TOM BOYLAN BOARD MEMBER 2.00 X 0 0 0 JAMES O'GRADY DISTRICT GOVERNOR 20.00 X X 0 0 0 KRISTINE REDKO DISTRICT GOVERNOR ELECT 20.00 X X 0 0 0 CAROL MARTIN TREASURER 10.00 X X 4200 0 0 PENNY MILLAR SECRETARY 8.00 X X 3000 0 0 JEFF KOLIN DISTRICT GOVERNOR NOMINEE 20.00 X X 0 0 0 MICHAEL MURRAY BOARD MEMBER 2.00 X 0 0 0 7200 0 0 0 0 0 0 0 130620 70272 17247 218139 DISTRICT YOUTH PROGRAM 611710 128123 128123 PEACE CONFERENCE INCOM 611710 107091 107091 DISTRICT CONFERENCE IN 611710 21717 21717 TRAINING INCOME 611430 7920 7920 264851 4672 4672 487662 264851 0 4672 42027 42027 7200 7200 3060 3060 3611 3553 58 12106 12106 8531 8531 238392 238392 YOUTH EXCHANGE 72039 72039 ROTARY YOUTH LEADERSHIP 65524 65524 SPECIAL PROJECTS 5705 5705 CLUB SUPPORT 3280 3280 2749 2133 616 464224 441184 23040 0 341243 198508 176601 5750 5750 0 0 17481 6433 358724 381542 810 190 810 190 X 357914 381352 357914 381352 358724 381542 23438 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 130620 5750 5750 0 0 0 PART I, LINE 2: THE DISTRICT RECEIVES A BLOCK GRANT FROM THE ROTARY FOUNDATION TO FUND CLUB PROJECTS. THE CLUBS ARE REQUIRED TO SUBMIT A GRANT APPLICATION FOR APPROVAL BEFORE STARTING THE PROJECT. TO RECEIVE THE FUNDS, THE CLUBS MUST SUBMIT A FINAL REPORT TO THE DISTRICT'S GRANTS COMMITTEE THAT INCLUDES A SUMMARY OF THE COMPLETED PROJECT AND RECEIPTS FOR ALL EXPENDITURES. ONCE THE FINAL REPORT IS ACCEPTED BY THE GRANTS COMMITTEE, THE APPROVED FUNDS ARE DISBURSED TO THE CLUBS. WHEN ALL PROJECTS ARE COMPLETED AND FINAL REPORTS ACCEPTED, A FINAL REPORT IS SUBMITTED TO THE ROTARY FOUNDATION AND ANY UNUSED FUNDS ARE RETURNED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE ALL ROTARIANS IN DISTRICT 5130. FORM 990, PART VI, SECTION A, LINE 7A NOMINATING COMMITTEE OF LAST 3 PAST DISTRICT GOVERNORS, THE CURRENT DISTRICT GOVERNOR, DISTRICT GOVERNOR ELECT, DISTRICT GOVERNER NOMINEE AND THREE AT LARGE MEMBERS APPOINTENTED BY THE CLUBS SELECT DISTRICT GOVERNOR. IF NOMINATION IS CHALLENGED, THE MEMBERS VOTE FOR DISTRICT GOVERNOR. ALL OTHER POSITIONS ARE APPOINTED BY DISTRICT GOVERNOR. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL OF MEMBERS CHANGES TO THE BY-LAWS ARE MADE BY RESOLUTION AND VOTED ON BY THE MEMBER CLUBS AT THE ANNUAL DISTRICT CONFERENCE OR BY MAIL BALLOT. IN ADDITION, THE PRESIDENTS OF EACH CLUB APPROVE THE ANNUAL BUDGET OF THE DISTRICT GOVERNOR. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE TAX RETURNS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15B TREASURER PROVIDED A MONTHLY STIPEND TO MAINTAIN DISTRICT BOOKS AND RECORDS AND TO COMPLETE NONPROFIT TAX RETURNS PER DISCUSSION AND APPROVAL BY BOARD OF DIRECTORS. SECRETARY PROVIDED A MONTHLY STIPEND TO TAKE BOARD MINUTES AND MAINTAIN DISTICT RECORDS. THE ORGANIZATION DOES NOT COMPENSATE THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST, FINANCIAL STATEMENTS ARE PRESENTED AT THE ANNUAL DISTRICT CONVERENCE, CONFLICT OF INTEREST POLICY IS INFORMAL. THE ORGANIZATION CURRENTLY DOES NOT MAINTAIN A FORMAL WHISTLEBLOWER OR RETENTION AND DESTRUCTION POLICIES. THE GOVERNING BODY MAY CONSIDER SUCH WRITTEN POLICIES IN THE FUTURE.