Nonprofit · EIN 23-7116192
ROTARY INTERNATIONAL
Also known as 5500 DISTRICT
Tax-exempt · TUCSON, AZ 85728
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $305,109 | $305,900 | -$791 | $222,900 | $0 | $222,900 |
| June 30, 2024 | 990 | $286,817 | $299,144 | -$12,327 | $223,691 | $0 | $223,691 |
| June 30, 2023 | 990 | $288,114 | $264,123 | $23,991 | $236,018 | $0 | $236,018 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $64,884
- of which government grants
- $64,884
- Program service revenue
- $237,586
- Investment income
- $2,639
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $18,146
- Salaries, compensation and benefits (total)
- $20,264
- Professional fundraising fees
- $0
- Accounting fees
- $4,000
- Program services (functional)
- $305,900
Balance sheet and other
- Total assets, start of year
- $223,691
- Total assets, end of year
- $222,900
- Total liabilities, end of year
- $0
- Net assets, end of year
- $222,900
- Gross receipts
- $305,109
- Employees
- 0
- Volunteers
- 100
- Year formed
- 2007
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Emma Carrillo | District Governor Nominee Trustee or director | 0 | $0 |
| Don Jorgensen | Immediate Past Dist Governor Trustee or director | 5 | $0 |
| Kristi Halvorson | District Foundation Chair Trustee or director | 5 | $0 |
| Ann Huber | Member at Large Trustee or director | 5 | $0 |
| Joe Puett | Member at Large Trustee or director | 5 | $0 |
| Diane Goodyear Ventura | District Finance Chair Trustee or director | 5 | $0 |
| Lynn Devou | Member at Large Trustee or director | 5 | $0 |
| Bruce Monroe | Dist Gov nominee Trustee or director | 0 | $0 |
| Bruce Monro | District Governor Elect Officer | 5 | $0 |
| Ellie Paterson | Vice District Governor Officer | 5 | $0 |
| Nancy Fusco | District Secretary Officer | 5 | $0 |
| Sue Archibald | District Governor Officer | 5 | $0 |
| Mickie Nye | District Treasurer Officer | 5 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORG HAUBNER | DIRECTOR TO 2024 Trustee or director | 5 | $0 |
| ANN HUBER | DIRECTOR TO 2025 Trustee or director | 5 | $0 |
| JOE PUETT | CORPORATE BOARD DIRECTOR Trustee or director | 5 | $0 |
| DON JORGENSEN | CORPORATE BOARD CHAIR AND DISTRICT GOVERNOR Trustee or director | 30 | $0 |
| KRISTI HALVORSON | DRFC CHAIR Trustee or director | 5 | $0 |
| NANCY FUSCO | DISTRICT SECRETARY Trustee or director, Officer | 5 | $0 |
| CHAD DENSON | DISTRICT TREASURER Trustee or director, Officer | 5 | $0 |
| KIRK REED | DISTRICT VICE GOVERNOR Trustee or director, Officer | 5 | $0 |
| ANITA MCDONALD | IMMEDIATE PAST DISTRICT GO Trustee or director, Officer | 5 | $0 |
| TEREE BERGMAN | FINANCE COMMITTEE CHAIR Trustee or director, Officer | 5 | $0 |
| SUE ARCHIBALD | DISTRICT GOVERNOR-ELECT Trustee or director, Officer | 5 | $0 |
| BRUCE MONROE | DISTRICT GOVERNOR-NOMINEE Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORG HAUBNER | DIRECTOR TO 2024 Trustee or director | 5 | $0 |
| SUE ARCHIBALD | DIRECTOR TO 2025 Trustee or director | 5 | $0 |
| TEREE BERGMAN | DRFC CHAIR Trustee or director | 5 | $0 |
| ANITA MCDONALD | DISTRICT GOVERNOR Trustee or director | 30 | $0 |
| DON JORGENSEN | DISTRICT GOVERNOR-ELECT Trustee or director, Officer | 5 | $0 |
| SUE ARCHIBALD | DISTRICT GOVERNOR-NOMINEE Trustee or director, Officer | 5 | $0 |
| MIKE KLOEHN | DISTRICT SECRETARY Trustee or director, Officer | 5 | $0 |
| CHAD DENSON | DISTRICT TREASURER Trustee or director, Officer | 5 | $0 |
| ELLIE PATTERSON | DISTRICT VICE GOVERNOR Trustee or director, Officer | 5 | $0 |
| HANK HUISKING | IMMEDIATE PAST DISTRICT GO Trustee or director, Officer | 5 | $0 |
| KIRK REED | FINANCE COMMITTEE CHAIR Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 65716, TUCSON, AZ 85728-5716
- In care of
- % SUE ARCHIBALD
- Principal officer (990 for 2024)
- Sue Archibald, 2278 N Carlson Dr, Huachuca City, AZ 85616
- Signed the 990
- SUE ARCHIBALD, District Governor
- Phone
- (520) 990-4648
- Website
- www.rotaryd5500.org
- Return prepared by
- Schouten & Sullivan PLLC
Mission
The mission of the Rotary International is to provide service to others, promote intgrity, and advance world understanding, goodwill and peace through its fellowship of business,professional and community leaders
Program accomplishments
- Rotary 5500 sponsors events that bring together Rotarians, community members, and stakeholderss mission of service,fellowship and professional development. One such event is our Rotary Disrtrict Conference, a multi-day gathering that combines informative sessions, inspiraional speakers, and collaborative workshops. These conferences serve as aplatform for sharing successful projects, celebrating achievments and fostering comaraderie among Rotarians within the District. Additionally, the event features keynote speakers, brakout sessions on relevant topics, and interactive activities, creating an environment where participants can exchange ideas, build networks and gain insights to enhance their service iniatiatives. These District-Wide events play a crucial role reaching our goals.Expenses $121,866 · grants $83,922 · revenue $71,776
- Using funds awarded by the Rotary Foundation, District 5500 Clubs apply for grants to fulfill projects to support Rotary Internationals areas of focus including peace and conflict prevention/resolution, disease prevention and treatment, water and sanitation, material and child health, basic education and literacy and sconomic and community development.Expenses $81,500 · revenue $68,508
- Rotary youth service activities encompass a dynamic range of programs and intiatives designed to engage and empower young individuals, fostering leadership skills, community involvement and international understanding. These activities are organized by Rotary International and its affliated clubs, aiming to provide youth with opportunities for personal and professional growth while making positive contributions to society. Key components includenrotary Youth Exchange, a program facilitating cultural exchange; Rotaract, a global youth service organization; interact, a platform for young leaders within local communities; and various leadership and service projects. These activities not only promote social responsibility but also cultivate a sense of global citizenship among participants, contributing toExpenses $75,891 · revenue $78,794
- Admin Expenses Preo fee $4,000 Refund 500 Wages 18,146 Payroll Taxes 2,118 Work Comp Insurance 904 QB Fee 974 Total $26,643Expenses $26,643
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7116192
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0573: ROTARY INTERNATIONAL
- Assets (IRS master file)
- $222,900
- Income (IRS master file)
- $305,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $305,109 | $305,900 | $222,900 | XML |
| 990 | June 2024 | $286,817 | $299,144 | $223,691 | XML |
| 990 | June 2023 | $288,114 | $264,123 | $236,018 | XML |
| 990 | June 2022 | $256,741 | $205,033 | $212,027 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7116192).
Questions about ROTARY INTERNATIONAL
- What is the EIN of ROTARY INTERNATIONAL?
- The employer identification number (EIN) of ROTARY INTERNATIONAL is 23-7116192.
- Is ROTARY INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1942.
- Are donations to ROTARY INTERNATIONAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROTARY INTERNATIONAL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROTARY INTERNATIONAL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY INTERNATIONAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROTARY INTERNATIONAL?
- The 990 for the year ended June 30, 2025 names Sue Archibald.
- Who are the officers and directors of ROTARY INTERNATIONAL?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does ROTARY INTERNATIONAL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $305,109, expenses of $305,900 and total assets of $222,900 at year end.
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