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Nonprofit · EIN 81-6012488

ROTARY INTERNATIONAL

Also known as 5390 DISTRICT

Tax-exempt · POLSON, MT 59860

Financials

$226K$176K2022$193K$219K2023$252K$223K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY INTERNATIONAL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$251,743$223,412$28,331$186,185$1,406$184,779
June 30, 2024990$192,826$219,383-$26,557$228,003$1,205$226,798
June 30, 2023990$225,921$176,040$49,881$251,861$0$251,861
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$218,218
Membership dues
$86,757
Program service revenue
$26,550
Investment income
$6,975
Other revenue
$0

Expenses

Grants and similar amounts paid
$90,071
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$6,310
Travel
$28,478
Program services (functional)
$145,794
Management and general (functional)
$77,618

Balance sheet and other

Total assets, start of year
$228,003
Total assets, end of year
$186,185
Total liabilities, end of year
$1,406
Net assets, end of year
$184,779
Publicly traded securities
$81,952
Gross receipts
$251,743
Employees
0
Year formed
1915
State of legal domicile
MT

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.

NameTitleHours / weekCompensation
JAMES OATESTREASURER
Officer
2$0
KATHY SCHULTEDISTRICT GOVERNOR NOMINEE
Officer
2$0
SHAWNA SECKERDISTRICT GOVERNOR
Officer
2$0
RICK POWERSPAST DISTRICT GOVERNOR
Officer
0.5$0
LUCY SMITHDISTRICT GOVERNOR ELECT
Officer
2$0
KALEE DUCKWORTHSECRETARY
Officer
1$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
JAMES OATESTREASURER
Officer
2$7,410
LUCY SMITHDISTRICT GOVERNOR NOMINEE
Officer
2$0
BARRIE MATTHEWSPAST DISTRICT GOVERNOR
Officer
1$0
KATHY SCHULTESECRETARY
Officer
2$0
RICK POWERSDISTRICT GOVERNOR
Officer
2$0
990 for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
JAMES OATESTREASURER
Trustee or director, Officer
2$6,840
KATHY SCHULTESECRETARY
Trustee or director, Officer
2$2,850
SHAWNA SECKERDISTRICT GOVERNOR ELECT NOMINEE
Trustee or director, Officer
2$0
BARRIE MATTHEWSDISTRICT GOVERNOR
Trustee or director, Officer
5$0
RICK POWERSDISTRICT GOVERNOR ELECT
Trustee or director, Officer
2$0
MICHAEL MAYOTTIMMEDIATE PAST DISTRICT GO
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
PO BOX 922, POLSON, MT 59860-0922
In care of
% JAMES M OATES
Signed the 990
JAMES M OATES, treasurer
Phone
(406) 270-7826
Return prepared by
JAMES M OATES CPA

Mission

ROTARY DISTRICT 5390 USES IT RESOURCES TO ASSIST THE MONTANA ROTARY CLUBS BUILD VIBRANT AND PROSPEROUS COMMUNITIES IN OUR STATE AND WORLD

990 for the year ended June 30, 2025

Program accomplishments

  • AS A LIASON BETWEEN INDIVIDUAL CLUBS AND ROTARY INTERNATIONAL,THE DISTRICT PROVIDES SUPPORT, DISPERSES GRANTS THAT SUPPORT LOCAL PHILANTHROPIC PROJECTS AND EDUCATES MEMBERS ON THE PRINCIPLES OF ROTARY
    Expenses $90,071
  • THE DISTRICT SPONSERS A ROTARY YOUTH LEADERSHIP ACADEMY FOR HIGH SCHOOL STUDENTS NOMINATED BY THE CLUBS OF THE DISTRICT.
    Expenses $28,416 · revenue $26,550
  • THE DISTRICT PROVIDES FUNDING FOR THE DISTRICT CLUBS PRESIDENT ELECT TRAINING SEMINARS
    Expenses $27,307

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
81-6012488
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
Assets (IRS master file)
$186,185
Income (IRS master file)
$251,743

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$251,743$223,412$186,185IRS
990June 2024$192,826$219,383$228,003XML
990June 2023$225,921$176,040$251,861XML
990June 2022$176,941$200,548$213,670IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––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 81-6012488).

Questions about ROTARY INTERNATIONAL

What is the EIN of ROTARY INTERNATIONAL?
The employer identification number (EIN) of ROTARY INTERNATIONAL is 81-6012488.
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 are the officers and directors of ROTARY INTERNATIONAL?
The 990 for the year ended June 30, 2025 lists 6 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 $251,743, expenses of $223,412 and total assets of $186,185 at year end.

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