ROTARY INTERNATIONAL DISTRICT 5060

Address
502 ELLIS STREET
PENTICTON, BC V2A 4M3
CA
Contact
Website: http://www.rotary5060.com
Phone: +1 (250) 492-8821
Nonprofit
NTEE: S80 - Community Service Clubs
EIN: 91-1561323

Mission

THE PURPOSE OF THE DISTRICT IS TO ASSIST AND SUPPORT CLUBS IN PROVIDING LOCAL COMMUNITY SERVICE, PROMOTE HIGH ETHICAL STANDARDS, AND TO PROMOTE WORLD UNDERSTANDING OF PEACE.
 20172016201520142013
Basic features of the organization
Year of formation2008
Subsection code04
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers19604545
Number of highly compensated contractors0000 
Personnel
Blue, Darrell
Title  PAST DISTRICT GOVERNORDISTRICT GOVERNORDISTRICT GOVERNOR ELECT
Name of key/compensated person  DARRELL BLUEDARRELL BLUEDARRELL BLUE
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Current officer  TrueTrueTrue
Average hours per week working for org  2.0040.008.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Chamberlain, Sherry
TitleDISTRICT GOVERNOR NOMINEE    
Name of key/compensated personSHERRY CHAMBERLAIN    
Position of compensated person
Current individual trustee or directorTrue    
Current officerTrue    
Average hours per week working for org5.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Davidson, Ken
TitleDISTRICT SECRETARY    
Name of key/compensated personKEN DAVIDSON    
Position of compensated person
Current individual trustee or directorTrue    
Current officerTrue    
Average hours per week working for org5.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Evans, Wayne
Title  DISTRICT SECRETARY  
Name of key/compensated person  WAYNE EVANS  
Position of compensated person
Current individual trustee or director  True  
Current officer  True  
Average hours per week working for org  5.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Everett, Doug
Title   PAST DISTRICT GOVERNORDISTRICT GOVERNOR
Name of key/compensated person   DOUG EVERETTDOUG EVERETT
Position of compensated person
Current individual trustee or director   TrueTrue
Current officer   TrueTrue
Average hours per week working for org   2.0040.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Falkins, Bruce
Title PAST DISTRICT GOVERNORDISTRICT GOVERNORDISTRICT GOVERNOR ELECTDISTRICT GOVERNOR NOMINEE
Name of key/compensated person BRUCE FALKINSBRUCE FALKINSBRUCE FALKINSBRUCE FALKINS
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Current officer TrueTrueTrueTrue
Average hours per week working for org 2.0040.008.008.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Flory, Carolyn
Title DISTRICT SECRETARY DISTRICT SECRETARY 
Name of key/compensated person CAROLYN FLORY CAROLYN FLORY 
Position of compensated person
Current individual trustee or director True True 
Current officer True True 
Average hours per week working for org 5.00 5.00 
Reportable compensation from org $0.00 $0.00 
Other comp, non-reportable, from org and related orgs $0.00 $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 $0.00 
Hollingshead, Garry
Title    PAST DISTRICT GOVERNOR
Name of key/compensated person    GARRY HOLLINGSHEAD
Position of compensated person
Current individual trustee or director    True
Current officer    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Jenkin, Bill
TitleDISTRICT GOVERNOR ELECT    
Name of key/compensated personBILL JENKIN    
Position of compensated person
Current individual trustee or directorTrue    
Current officerTrue    
Average hours per week working for org5.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Jenkin, William
Title DISTRICT GOVERNOR NOMINEE   
Name of key/compensated person WILLIAM JENKIN   
Position of compensated person
Current individual trustee or director True   
Current officer True   
Average hours per week working for org 8.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Laloge, Ken
TitleDISTRICT TREASURER    
Name of key/compensated personKEN LALOGE    
Position of compensated person
Current individual trustee or directorTrue    
Current officerTrue    
Average hours per week working for org5.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Land, Sterling
Title    DISTRICT TREASURER
Name of key/compensated person    STERLING LAND
Position of compensated person
Current individual trustee or director    True
Current officer    True
Average hours per week working for org    8.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Luring, Greg
TitlePAST DISTRICT GOVERNORDISTRICT GOVERNORDISTRICT GOVERNOR ELECTDISTRICT GOVERNOR NOMINEE 
Name of key/compensated personGREG LURINGGREG LURINGGREG LURINGGREG LURING 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Current officerTrueTrueTrueTrue 
Average hours per week working for org5.0040.008.008.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Murphy, Chris
Title  DISTRICT TREASURER  
Name of key/compensated person  CHRIS MURPHY  
Position of compensated person
Current individual trustee or director  True  
Current officer  True  
Average hours per week working for org  8.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Nielsen, Vern
TitleDISTRICT GOVERNORDISTRICT GOVERNOR ELECTDISTRICT GOVERNOR NOMINEE  
Name of key/compensated personVERN NIELSENVERN NIELSENVERN NIELSEN  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Current officerTrueTrueTrue  
Average hours per week working for org5.008.008.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Warner, Barry
Title DISTRICT TREASURER DISTRICT TREASURER 
Name of key/compensated person BARRY WARNER BARRY WARNER 
Position of compensated person
Current individual trustee or director True True 
Current officer True True 
Average hours per week working for org 8.00 8.00 
Reportable compensation from org $0.00 $0.00 
Other comp, non-reportable, from org and related orgs $0.00 $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 $0.00 
Waugh, Richard
Title    DISTRICT SECRETARY
Name of key/compensated person    RICHARD WAUGH
Position of compensated person
Current individual trustee or director    True
Current officer    True
Average hours per week working for org    5.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesROTARY IS A WORLD WIDE SERVICE ORGANIZATION ESTABLISHED TO PROVIDE LOCAL COMMUNITY SERVICE, PROMOTE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND TO PROMOTE WORLD UNDERSTANDING AND PEACE. A DISTRICT IS A GEOGRAPHICALLY ORGANIZED GROUP OF INDIVIDUAL ROTARY CLUBS. THE PURPOSE OF THE DISTRICT IS TO ASSIST AND SUPPORT CLUBS IN ACHIEVING THE GOALS ENUMERATED ABOVE.ROTARY IS A WORLD WIDE SERVICE ORGANIZATION ESTABLISHED TO PROVIDE LOCAL COMMUNITY SERVICE, PROMOTE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND TO PROMOTE WORLD UNDERSTANDING AND PEACE. A DISTRICT IS A GEOGRAPHICALLY ORGANIZED GROUP OF INDIVIDUAL ROTARY CLUBS. THE PURPOSE OF THE DISTRICT IS TO ASSIST AND SUPPORT CLUBS IN ACHIEVING THE GOALS ENUMERATED ABOVE.ROTARY IS A WORLD WIDE SERVICE ORGANIZATION ESTABLISHED TO PROVIDE LOCAL COMMUNITY SERVICE, PROMOTE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND TO PROMOTE WORLD UNDERSTANDING AND PEACE. A DISTRICT IS A GEOGRAPHICALLY ORGANIZED GROUP OF INDIVIDUAL ROTARY CLUBS. THE PURPOSE OF THE DISTRICT IS TO ASSIST AND SUPPORT CLUBS IN ACHIEVING THE GOALS ENUMERATED ABOVE.ROTARY IS A WORLD WIDE SERVICE ORGANIZATION ESTABLISHED TO PROVIDE LOCAL COMMUNITY SERVICE, PROMOTE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND TO PROMOTE WORLD UNDERSTANDING AND PEACE. A DISTRICT IS A GEOGRAPHICALLY ORGANIZED GROUP OF INDIVIDUAL ROTARY CLUBS. THE PURPOSE OF THE DISTRICT IS TO ASSIST AND SUPPORT CLUBS IN ACHIEVING THE GOALS ENUMERATED ABOVE.ROTARY IS A WORLD WIDE SERVICE ORGANIZATION ESTABLISHED TO PROVIDE LOCAL COMMUNITY SERVICE, PROMOTE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND TO PROMOTE WORLD UNDERSTANDING AND PEACE. A DISTRICT IS A GEOGRAPHICALLY ORGANIZED GROUP OF INDIVIDUAL ROTARY CLUBS. THE PURPOSE OF THE DISTRICT IS TO ASSIST AND SUPPORT CLUBS IN ACHIEVING THE GOALS ENUMERATED ABOVE.
Program service expenses, total$446,722.00$555,752.00$595,767.00$403,412.00$542,137.00
Programs, including revenue & expenses
GROUP STUDY EXCHANGE - PROVIDES A CULTURAL AND VOCATIONAL EXCHANGE OPPORTUNITY FOR BUSINESS PEOPLE AND PROFESSIONALS BETWEEN THE AGES OF 25 AND 40, WHO ARE IN THE EARLY STAGES OF THEIR CAREERS. TRAVEL GRANTS ARE PROVIDED FOR TEAMS TO EXCHANGE VISITS IN DIFFERENT COUNTRIES FOR A PERIOD OF FOUR TO SIX WEEKS. THIS ENABLES THE PARTICIPANTS TO OBSERVE HOW THEIR VOCATIONS ARE PRACTICED ABROAD, DEVELOP PERSONAL AND PROFESSIONAL RELATIONSHIPS, AND EXCHANGE IDEAS.
Program expenses    $6,102.00
Program description    GROUP STUDY EXCHANGE - PROVIDES A CULTURAL AND VOCATIONAL EXCHANGE OPPORTUNITY FOR BUSINESS PEOPLE AND PROFESSIONALS BETWEEN THE AGES OF 25 AND 40, WHO ARE IN THE EARLY STAGES OF THEIR CAREERS. TRAVEL GRANTS ARE PROVIDED FOR TEAMS TO EXCHANGE VISITS IN DIFFERENT COUNTRIES FOR A PERIOD OF FOUR TO SIX WEEKS. THIS ENABLES THE PARTICIPANTS TO OBSERVE HOW THEIR VOCATIONS ARE PRACTICED ABROAD, DEVELOP PERSONAL AND PROFESSIONAL RELATIONSHIPS, AND EXCHANGE IDEAS.
INSURANCE ASSESSMENTS.
Program expenses$18,913.00    
Program descriptionINSURANCE ASSESSMENTS.    
ROTARY YOUTH EXCHANGE - PROVIDING OPPORTUNITY FOR CANADIAN AND AMERICAN YOUTH WITHIN THE DISTRICT TO PARTICIPATE IN AN EXCHANGE PROGRAM TO GAIN EXPERIENCE IN ATTENDING HIGH SCHOOL IN A FOREIGN COUNTRY AND PARTICIPATING IN THAT CULTURE. THERE HAVE BEEN APPROXIMATELY 30 PARTICIPANTS EACH YEAR.
Program expenses$225,257.00$280,981.00$337,148.00$159,818.00$299,310.00
Program descriptionROTARY YOUTH EXCHANGE - PROVIDING OPPORTUNITY FOR CANADIAN AND AMERICAN YOUTH WITHIN THE DISTRICT TO PARTICIPATE IN AN EXCHANGE PROGRAM TO GAIN EXPERIENCE IN ATTENDING HIGH SCHOOL IN A FOREIGN COUNTRY AND PARTICIPATING IN THAT CULTURE. THERE HAVE BEEN APPROXIMATELY 30 PARTICIPANTS EACH YEAR.ROTARY YOUTH EXCHANGE - PROVIDING OPPORTUNITY FOR CANADIAN AND AMERICAN YOUTH WITHIN THE DISTRICT TO PARTICIPATE IN AN EXCHANGE PROGRAM TO GAIN EXPERIENCE IN ATTENDING HIGH SCHOOL IN A FOREIGN COUNTRY AND PARTICIPATING IN THAT CULTURE. THERE HAVE BEEN APPROXIMATELY 30 PARTICIPANTS EACH YEAR.ROTARY YOUTH EXCHANGE - PROVIDING OPPORTUNITY FOR CANADIAN AND AMERICAN YOUTH WITHIN THE DISTRICT TO PARTICIPATE IN AN EXCHANGE PROGRAM TO GAIN EXPERIENCE IN ATTENDING HIGH SCHOOL IN A FOREIGN COUNTRY AND PARTICIPATING IN THAT CULTURE. THERE HAVE BEEN APPROXIMATELY 30 PARTICIPANTS EACH YEAR.ROTARY YOUTH EXCHANGE - PROVIDING OPPORTUNITY FOR CANADIAN AND AMERICAN YOUTH WITHIN THE DISTRICT TO PARTICIPATE IN AN EXCHANGE PROGRAM TO GAIN EXPERIENCE IN ATTENDING HIGH SCHOOL IN A FOREIGN COUNTRY AND PARTICIPATING IN THAT CULTURE. THERE HAVE BEEN APPROXIMATELY 30 PARTICIPANTS EACH YEAR.ROTARY YOUTH EXCHANGE - PROVIDING OPPORTUNITY FOR CANADIAN AND AMERICAN YOUTH WITHIN THE DISTRICT TO PARTICIPATE IN AN EXCHANGE PROGRAM TO GAIN EXPERIENCE IN ATTENDING HIGH SCHOOL IN A FOREIGN COUNTRY AND PARTICIPATING IN THAT CULTURE. THERE HAVE BEEN APPROXIMATELY 30 PARTICIPANTS EACH YEAR.
ROTARY YOUTH LEADERSHIP AWARDS - LEADERSHIP TRAINING PROGRAM THROUGH INTENSIVE WEEKEND RETREATS FOR AGES 14-18 AND 19-30. THIS PROGRAM EMPHASIZES LEADERSHIP, CITIZENSHIP AND PERSONAL GROWTH AND ENCOURAGES LEADERSHIP OF YOUTH BY YOUTH. THERE HAVE BEEN APPROXIMATELY 50 PARTICIPANTS EACH YEAR.
Program expenses$14,787.00$11,861.00$13,471.00$12,342.00$15,088.00
Program descriptionROTARY YOUTH LEADERSHIP AWARDS - LEADERSHIP TRAINING PROGRAM THROUGH INTENSIVE WEEKEND RETREATS FOR AGES 14-18 AND 19-30. THIS PROGRAM EMPHASIZES LEADERSHIP, CITIZENSHIP AND PERSONAL GROWTH AND ENCOURAGES LEADERSHIP OF YOUTH BY YOUTH. THERE HAVE BEEN APPROXIMATELY 50 PARTICIPANTS EACH YEAR.ROTARY YOUTH LEADERSHIP AWARDS - LEADERSHIP TRAINING PROGRAM THROUGH INTENSIVE WEEKEND RETREATS FOR AGES 14-18 AND 19-30. THIS PROGRAM EMPHASIZES LEADERSHIP, CITIZENSHIP AND PERSONAL GROWTH AND ENCOURAGES LEADERSHIP OF YOUTH BY YOUTH. THERE HAVE BEEN APPROXIMATELY 50 PARTICIPANTS EACH YEAR.ROTARY YOUTH LEADERSHIP AWARDS - LEADERSHIP TRAINING PROGRAM THROUGH INTENSIVE WEEKEND RETREATS FOR AGES 14-18 AND 19-30. THIS PROGRAM EMPHASIZES LEADERSHIP, CITIZENSHIP AND PERSONAL GROWTH AND ENCOURAGES LEADERSHIP OF YOUTH BY YOUTH. THERE HAVE BEEN APPROXIMATELY 50 PARTICIPANTS EACH YEAR.ROTARY YOUTH LEADERSHIP AWARDS - LEADERSHIP TRAINING PROGRAM THROUGH INTENSIVE WEEKEND RETREATS FOR AGES 14-18 AND 19-30. THIS PROGRAM EMPHASIZES LEADERSHIP, CITIZENSHIP AND PERSONAL GROWTH AND ENCOURAGES LEADERSHIP OF YOUTH BY YOUTH. THERE HAVE BEEN APPROXIMATELY 50 PARTICIPANTS EACH YEAR.ROTARY YOUTH LEADERSHIP AWARDS - LEADERSHIP TRAINING PROGRAM THROUGH INTENSIVE WEEKEND RETREATS FOR AGES 14-18 AND 19-30. THIS PROGRAM EMPHASIZES LEADERSHIP, CITIZENSHIP AND PERSONAL GROWTH AND ENCOURAGES LEADERSHIP OF YOUTH BY YOUTH. THERE HAVE BEEN APPROXIMATELY 50 PARTICIPANTS EACH YEAR.
TRAVEL/CONFERENCES/CONVENTIONS/INSURANCE/SUPPLIES/MEETINGS
Program expenses    $221,637.00
Program description    TRAVEL/CONFERENCES/CONVENTIONS/INSURANCE/SUPPLIES/MEETINGS
Financial data
Revenue
Total revenue$516,570.00$635,839.00$674,299.00$460,310.00$560,560.00
Revenue from contributions (total)$143,109.00$142,207.00$115,611.00$118,973.00$107,580.00
Investment income, current yr$441.00$381.00$145.00$72.00$125.00
Total revenue from grants, etc., current yr$143,109.00$142,207.00$115,611.00$118,973.00$107,580.00
Total unrelated business revenue    $0.00
Other revenue, current yr$125,313.00$137,510.00$159,418.00$97,066.00$93,294.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$247,707.00$355,741.00$399,125.00$244,199.00$359,561.00
Sources of contributions
Contributions revenue from membership dues$119,580.00$116,200.00 $118,973.00$107,580.00
Contributions from related organizations$20,993.00$22,606.00   
Revenue from all other contributions$2,536.00$3,401.00$115,611.00  
Other types of revenue
Miscellaneous revenue (total)$125,313.00$137,510.00$159,418.00$97,066.00$93,294.00
Investment income$441.00$381.00$145.00$72.00$125.00
Net rental income  $0.00  
Expense categories (totals)
Total functional expenses: sum of all$485,852.00$594,867.00$639,300.00$432,184.00$567,901.00
Total functional expenses: program service $446,722.00$555,752.00$595,767.00$403,412.00$542,137.00
Total functional expenses: management and general$39,130.00$39,115.00$43,533.00$28,772.00$25,764.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$9,801.00$10,253.00$13,296.00$10,823.00$14,205.00
Assets and liabilities
Total assets$420,335.00$364,023.00$357,312.00$415,841.00$369,817.00
Total assets, beginning of year$364,023.00$357,312.00$415,841.00$369,817.00$374,572.00
Total liabilities$97,842.00$72,248.00$106,509.00$200,037.00$182,139.00
Total liabilities, beginning of year$72,248.00$106,509.00$200,037.00$182,139.00$179,553.00
Unrestricted net assets, end of yr$249,773.00$221,734.00$120,412.00$127,287.00$129,930.00
Temporarily restricted net assets$1,643.00 $130,391.00$88,517.00$57,748.00
Permanently restricted net assets, end of yr$71,077.00$70,041.00   
Net assets$322,493.00$291,775.00$250,803.00$215,804.00$187,678.00
Net assets, beginning of year$291,775.00$250,803.00$215,804.00$187,678.00$195,019.00
Cash: non-interest bearing$376,806.00$312,831.00$270,821.00$331,548.00$265,107.00
Cash: non-interest bearing, beginning of year$312,831.00$338,609.00$331,548.00$265,107.00$272,508.00
Other financial variables
Revenue less expenses$30,718.00$40,972.00$34,999.00$28,126.00-$7,341.00
Advertising (total)$6,453.00$14,277.00$3,888.00$13,123.00$14,516.00
Savings & temp cash investment  $67,788.00$66,440.00$63,773.00
Accounts receivable, net$8,723.00$11,823.00$5,955.00$5,351.00$24,430.00
Prepaid expenses & deferred charges$34,806.00$39,369.00$12,748.00$12,502.00$16,507.00
Accounts payable & accrued expenses$15,941.00$19,747.00$29,204.00$15,405.00$81,938.00
Deferred revenue$81,901.00$52,501.00$77,305.00$184,632.00$100,201.00
Total net assets or fund balances$322,493.00$291,775.00$250,803.00$215,804.00$187,678.00
Governance and accountability
Number of voting members66666
Number of independent voting members66666
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
IRS schema version2016v3.02015v3.02014v5.02013v3.02012v2.1
Filing identifier201733049349301078201730339349301663201543489349301124201413569349300911201333479349301123
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