ROTARY INTERNATIONAL

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1911

Legal Domicile

Principal Officer

JULIE BURKE

Phone

8478663000

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL, founded in 1911, is a major nonprofit that reported $125.6M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $121.4M left a modest 3% surplus.

Mission

ROTARY INTERNATIONAL PROVIDES SERVICE TO OTHERS, PROMOTES INTEGRITY, AND ADVANCES WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

Program Service Accomplishments

Program 1

Expenses: $9,185,958

DISTRICT GOVERNORS - THE DISTRICT GOVERNOR IS THE OFFICER OF ROTARY INTERNATIONAL (RI) FOR EACH GROUPING OF CLUBS THAT FORM A DISTRICT. THE DISTRICT GOVERNOR PROVIDES LEADERSHIP AND ASSISTANCE TO...

DISTRICT GOVERNORS - THE DISTRICT GOVERNOR IS THE OFFICER OF ROTARY INTERNATIONAL (RI) FOR EACH GROUPING OF CLUBS THAT FORM A DISTRICT. THE DISTRICT GOVERNOR PROVIDES LEADERSHIP AND ASSISTANCE TO CLUBS WITHIN THE DISTRICT. IN ADDITION, THE GOVERNOR ENSURES CONTINUITY IN ALL PROGRAMS AND RELATED OPERATIONS WITHIN THE DISTRICT AND ACTS AS A LIAISON BETWEEN RI AND THE DISTRICT. IN FY25 RI HAD 522 DISTRICT GOVERNORS.

Program 2

Expenses: $8,103,929 Revenue: $9,944,059

INTERNATIONAL CONVENTION - THE INTERNATIONAL CONVENTION IS THE ANNUAL BUSINESS MEETING OF RI AND IS DESIGNED TO INSPIRE AND INFORM ROTARIANS AT AN INTERNATIONAL LEVEL WHILE ADVANCING THE STRATEGIC...

INTERNATIONAL CONVENTION - THE INTERNATIONAL CONVENTION IS THE ANNUAL BUSINESS MEETING OF RI AND IS DESIGNED TO INSPIRE AND INFORM ROTARIANS AT AN INTERNATIONAL LEVEL WHILE ADVANCING THE STRATEGIC GOALS OF RI AND ITS FOUNDATION. THE CONVENTION IS HELD IN DIFFERENT LOCATIONS EACH YEAR, BOTH DOMESTIC AND INTERNATIONAL. IN 2025, THE CONVENTION WAS HELD IN CALGARY, CANADA.

Program 3

Expenses: $5,447,463 Revenue: $20,294

INTERNATIONAL ASSEMBLY - THE INTERNATIONAL ASSEMBLY IS AN ANNUAL TRAINING MEETING OF RI DESIGNED TO INSPIRE AND MOTIVATE ROTARY OFFICERS AND LEADERS FOR THE INCOMING ROTARY YEAR. THE TRAINING ALLOWS INCOMING LEADERS TO INTERPRET AND IMPLEMENT THE PRESIDENT-ELECT'S PRIORITIES AND INITIATIVES, AND ALSO PROVIDES AN OPPORTUNITY TO DISCUSS AND PLAN THEIR ACTIVITIES DURING THE YEAR. THE INTERNATIONAL ASSEMBLY IS HELD ONCE A YEAR EVERY JANUARY, IN ORLANDO FLORIDA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $97,073,030

Program Service Revenue $18,280,529

Investment Income $4,946,402

Other Revenue $5,338,462

TOTAL REVENUE $125,638,423

Expense Breakdown

Grants Paid $76,990

Salaries & Benefits $55,353,284

Fundraising Expenses $0

Program Expenses $85,389,278

Other Expenses $65,938,486

TOTAL EXPENSES $121,368,760

Year-over-Year Comparison

	2024	2023	Change
Revenue	$125,638,423	$111,206,103	+0.1%
Expenses	$121,368,760	$114,473,964	+0.1%
Net Income	$4,269,663	$-3,267,861	-2.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

341

Volunteers

1124681

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,504,587

Total Directors

$141,433

Key Employees

$3,365,252

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE URCHICK BEG 724	PRESIDENT	40.00	Officer Director	$80,181	$9,173	$89,354
MARIO CESAR DE CAMARGO END 624	PRESIDENT ELECT	40.00	Officer Director	$44,050	$8,029	$52,079
HANS-HERMANN KASTEN BEG 724	VICE PRESIDENT	20.00	Officer Director	$0	$0	$0
RHONDA E STUBBS BEG 724	TREASURER	20.00	Officer Director	$0	$0	$0
ALAIN VAN DE POEL BEG 724	DIRECTOR	20.00	Director	$0	$0	$0
ANIRUDHA ROY CHOWDHURY	DIRECTOR	20.00	Director	$0	$0	$0
CHRISTINE ETIENNE BEG 724	DIRECTOR	20.00	Director	$0	$0	$0
DANIEL C HIMELSPACH	DIRECTOR	20.00	Director	$0	$0	$0
DANIEL TANASE BEG 724	DIRECTOR	20.00	Director	$0	$0	$0
EVE S CONWAY-GHAZI	DIRECTOR	20.00	Director	$0	$0	$0
GHIM BOK CHEW	DIRECTOR	20.00	Director	$0	$0	$0
HENRIQUE VASCONCELOS	DIRECTOR	20.00	Director	$0	$0	$0
ISAO MIZUNO BEG 724	DIRECTOR	20.00	Director	$0	$0	$0
NAOMI LUAN-FONG LIN BEG 724	DIRECTOR	20.00	Director	$0	$0	$0
PATRICK EAKES BEG 724	DIRECTOR	20.00	Director	$0	$0	$0
SALVADOR RIZZO TAVARES BEG 724	DIRECTOR	20.00	Director	$0	$0	$0
SUZAN STENBERG BEG 724	DIRECTOR	20.00	Director	$0	$0	$0
TRICHUR NARAYAN SUBRAMANIAN	DIRECTOR	20.00	Director	$0	$0	$0
YEONG HO YUN	DIRECTOR	20.00	Director	$0	$0	$0
JOHN HEWKO	CHIEF EXECUTIVE OFFICER	25.60	Officer	$497,408	$75,248	$852,448
JULIE BURKE	CHIEF FINANCIAL OFFICER	20.00	Officer	$214,217	$82,272	$510,706
MICHELE BERG	DEPUTY GENERAL SECRETARY	25.60	Key Emp	$299,059	$84,784	$552,063
ERIC JONES	CHIEF INVESTMENT OFFICER	2.80	Key Emp	$27,943	$80,420	$479,610
DAVID ALEXANDER	CHIEF COMMUNICATIONS OFFICER	34.40	Key Emp	$298,918	$80,870	$428,449
PAUL HAISMAN	CHIEF INFORMATION OFFICER	22.40	Key Emp	$194,634	$67,270	$414,831
KRISTOPHER NEWBAUER	CHIEF HUMAN RESOURCES OFFICER	22.40	Key Emp	$194,806	$47,092	$394,960
STEVEN ROUTBURG	GENERAL COUNSEL	32.40	Key Emp	$249,461	$77,254	$385,231
SARAH CRAWFORD	CHIEF PROGRAMS & ENGAGEMENT OFFICER	30.00	Key Emp	$222,505	$67,824	$364,497
NORA ZEI	CHIEF PARTICIPANT EXPERIENCE OFFICER	28.80	Key Emp	$220,039	$40,001	$345,611
CRIS DOWNEY	DIRECTOR - TECHNOLOGY SERVICES	22.40	Highest	$121,944	$67,128	$284,885
ANDREW G MCDONALD	DEPUTY GENERAL COUNSEL	26.80	Highest	$149,045	$48,829	$271,284
RICHARD PLOCINIK	DIRECTOR OF ENTERPRISE PROJECTS	24.80	Highest	$132,280	$54,610	$267,965
MICHAEL PATOCK	INVESTMENT OFFICER	2.80	Highest	$16,118	$30,935	$261,194
JONATHAN SOUTH	INVESTMENT OFFICER	2.80	Highest	$15,702	$29,389	$253,701
GORDON MCINALLY BEG 724	PAST PRESIDENT	20.00		$113,656	$10,316	$123,972

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$125,638,423	$121,368,760	$210,685,391	$4,269,663
2024	$111,206,103	$114,473,964	$201,098,297	$-3,267,861
2023	$105,472,793	$108,072,103	$200,010,861	$-2,599,310
2022	$104,403,187	$101,929,296	$193,008,591	$2,473,891
2021	$96,362,213	$86,383,168	$194,654,881	$9,979,045
2020	$94,883,263	$91,292,220	$181,437,265	$3,591,043
2019	$105,865,106	$102,060,625	$181,478,013	$3,804,481
2018	$106,537,410	$95,884,511	$172,445,046	$10,652,899