THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL Charity Report

Public IRS 990 nonprofit record

THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL

EIN 36-3245072 · International, Foreign Affairs & National Security (Q113)

What they do

THE MISSION of THE ROTARY FOUNDATION of ROTARY INTERNATIONAL is to ENABLE ROTARIANS to ADVANCE WORLD UNDERSTANDING, GOODWILL, and PEACE THROUGH THE IMPROVEMENT of HEALTH, THE SUPPORT of EDUCATION, and THE ALLEVIATION of POVERTY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders32 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

72.84%of revenue went to mission work85.8% of expenses · Program services

6.94%of revenue went to fundraising8.2% of expenses

5.16%of revenue went to management and office costs6.1% of expenses

$4.38in assets for every $1 spent this yearSome assets cannot be spent right away.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $451,667 for ERIC JONES (CHIEF INVESTMENT OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$462,635,498

Mission workProgram services$336,961,15172.84% of revenue85.8% of expenses

ManagementOffice and general costs$23,861,2205.16% of revenue6.1% of expenses

FundraisingAsking for donations$32,124,0996.94% of revenue8.2% of expenses

Revenue left after expensesReported annual surplus$69,689,02815.06% of revenueShown in gray on the chart

Total expenses$392,946,47084.94% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 85.8% mission · 6.1% management · 8.2% fundraisingTotal expenses: 84.94% of revenue

2023Expense mix: 86.2% mission · 5.8% management · 8.0% fundraisingTotal expenses: 86.36% of revenue

2022Expense mix: 86.9% mission · 5.6% management · 7.5% fundraisingTotal expenses: 91.94% of revenue

2021Expense mix: 87.7% mission · 5.5% management · 6.8% fundraisingTotal expenses: 77.99% of revenue

2020Expense mix: 90.6% mission · 4.5% management · 4.9% fundraisingTotal expenses: 98.78% of revenue

2019Expense mix: 89.3% mission · 5.0% management · 5.7% fundraisingTotal expenses: 99.49% of revenue

2018Expense mix: 88.5% mission · 5.5% management · 5.9% fundraisingTotal expenses: 95.53% of revenue

2017Expense mix: 91.5% mission · 2.6% management · 5.9% fundraisingTotal expenses: 81.92% of revenue

Money in and money out

Expenses$392,946,470

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$336,961,151 · 85.8% of expenses

Management and office costs$23,861,220 · 6.1% of expenses

Fundraising$32,124,099 · 8.2% of expenses

See all reported dollar amounts

Expenses$392,946,470

Assets$1,719,960,646

Income$1,591,381,857

Contributions$406,509,149

Mission work (program services)$336,961,151

Fundraising$32,124,099

Grants given$235,094,081

Average grant$63,436

Management and general$23,861,220

Stocks and bonds$587,907,195

Accounting fees$277,815

Investing fees$3,342,062

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ERIC JONESCHIEF INVESTMENT OFFICER · 37 hrs/week $451,667Base $371,247 · Other $80,420

ERIC C SCHMELLINGCHIEF PHILANTHROPY OFFICER · 40 hrs/week $399,866Base $315,456 · Other $84,410

JOHN HEWKOCHIEF EXECUTIVE OFFICER · 14 hrs/week $355,040Base $279,792 · Other $75,248

JULIE BURKECHIEF FINANCIAL OFFICER · 20 hrs/week $296,489Base $214,217 · Other $82,272

CAROL A PANDAKDIRECTOR OF POLIOPLUS · 40 hrs/week $258,853Base $193,839 · Other $65,014

MICHELE BERGDEPUTY GENERAL SECRETARY · 14 hrs/week $253,004Base $168,220 · Other $84,784

MICHAEL PATOCKINVESTMENT OFFICER · 37 hrs/week $245,076Base $214,141 · Other $30,935

PAUL HAISMANCHIEF INFORMATION OFFICER · 18 hrs/week $220,197Base $152,927 · Other $67,270

KRISTOPHER NEWBAUERCHIEF HUMAN RESOURCES OFFICER · 18 hrs/week $200,154Base $153,062 · Other $47,092

CRIS DOWNEYDIRECTOR - TECHNOLOGY SERVICES · 18 hrs/week $162,941Base $95,813 · Other $67,128

SARAH CRAWFORDCHIEF PROGRAMS & ENGAGEMENT OFFICER · 10 hrs/week $141,992Base $74,168 · Other $67,824

STEVEN ROUTBURGGENERAL COUNSEL · 8 hrs/week $135,770Base $58,516 · Other $77,254

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (32)

ERIC JONESCHIEF INVESTMENT OFFICER

ERIC C SCHMELLINGCHIEF PHILANTHROPY OFFICER

JOHN HEWKOCHIEF EXECUTIVE OFFICER

JULIE BURKECHIEF FINANCIAL OFFICER

CAROL A PANDAKDIRECTOR OF POLIOPLUS

MICHELE BERGDEPUTY GENERAL SECRETARY

MICHAEL PATOCKINVESTMENT OFFICER

PAUL HAISMANCHIEF INFORMATION OFFICER

KRISTOPHER NEWBAUERCHIEF HUMAN RESOURCES OFFICER

CRIS DOWNEYDIRECTOR - TECHNOLOGY SERVICES

SARAH CRAWFORDCHIEF PROGRAMS & ENGAGEMENT OFFICER

STEVEN ROUTBURGGENERAL COUNSEL

RICHARD PLOCINIKDIRECTOR OF ENTERPRISE PROJECTS

DAVID ALEXANDERCHIEF COMMUNICATIONS OFFICER

NORA ZEICHIEF PARTICIPANT EXPERIENCE OFFICER

ANDREW G MCDONALDDEPUTY GENERAL COUNSEL

GORDON MCINALLY BEG 724TRUSTEE

IJEOMA OKORO BEG 724TRUSTEE

JENNIFER JONESTRUSTEE

HOLGER KNAACKCHAIR-ELECT

GREG PODDTRUSTEE

LARRY A LUNSFORDVICE-CHAIR

MARK DANIEL MALONEYCHAIR

MARTHA PEAK HELMANTRUSTEE

DENNIS J SHORETRUSTEE

CHUN-WOOK HYUNTRUSTEE

MICK HOWREYPRINCIPAL OFFICER

CHING-HUEI HORNG BEG 724TRUSTEE

CARLOS E SANDOVALTRUSTEE

BHARAT S PANDYATRUSTEE

ANN-BRITT ASEBOL BEG 724TRUSTEE

AKIRA MIKITRUSTEE

About this charity

Recognized since: January 1983
Location: 1560 SHERMAN AVE, EVANSTON, IL 60201-4818
County: Cook
In care of: % DORIS YUXUE XIE
Primary officer: JULIE BURKE, CFO

How to reach them

WebsiteVisit the charity’s website Phone(847) 866-3000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: DELOITTE TAX LLP
NTEE classification: International, Foreign Affairs & National Security (Q113)
Grant-giving organization: Yes