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Rotary International District 5495

Phoenix, AZ · EIN 866051504 · Form 990 · FY2022 · Small ($100K-$1M) · rotary5495.org
revenue
$381K
expenses
$512K
net assets
$151K
employees
0
volunteers
200
program ratio
89%
mission · from form 990

Affiliated with Rotary International, the district sponsors youth leadership and exchange programs.

profile · synthesized from sources

Rotary International District 5495 is an infrastructure organization that supports and coordinates numerous Rotary and Rotaract clubs across Arizona and parts of Nevada. It facilitates communication, provides resources, and organizes events for its member clubs, which are actively involved in community service and fellowship.

irs program accomplishments · form 990 part iii · fy2021

what they reported doing

Program narrative the organization filed with the IRS. Ordered by program spending.

  1. #1 primary $127K
    PROMOTION OF ROTARY INTERNATIONAL MISSIONS, PROGRAMS AND ROTARY IN GENERAL THROUGH SUPPORT PROVIDED TO THE LOCAL ROTARY CLUBS LOCATED IN THE DISTRICT COVERED BY THE ORGANIZATION.
activities · 9 groups

what they do

  • Rotary Club Support and Coordination 20 activities
    • Chartering New Rotary Clubs
      Helped charter two Rotary clubs in California (one serving the LGBTQIA community in San Jose and the Rotary Club of Silicon Andhra) and restarted the Rotary Club of Prescott Valley, which is expected to receive its official charter with 30 new members.
    • Chartering and Supporting Rotary Clubs
      Helps charter new Rotary clubs, such as the Rotary Club of Prescott Valley and two clubs in California (one serving the LGBTQIA community and the Rotary Club of Silicon Andhra), and supports existing clubs as Assistant Governor.
    • Chartering and Supporting Rotary Clubs
      Helps charter new Rotary clubs, including restarting the Rotary Club of Prescott Valley and chartering clubs in California, and supports existing clubs as Assistant Governor.
    • Club Chartering and Support
      Supports existing clubs as Assistant Governor and helps charter new Rotary clubs, including restarting the Rotary Club of Prescott Valley and chartering clubs in California.
    • Club Visioning and Strategic Planning
      Guides Rotary clubs in District 5495 through a collaborative process to define their future, align with Rotary’s Action Plan, and create actionable visions to strengthen membership and community impact.
    • Developing Club Strategic Plans
      Guides Rotary clubs in District 5495 through a collaborative process to define their future, align with Rotary’s Action Plan, and create actionable visions to strengthen membership and community impact.
    • Developing Club Strategic Plans
      Guides Rotary clubs in District 5495 through a collaborative visioning process to define their future, align with Rotary’s Action Plan, and create actionable visions to strengthen membership and community impact. This includes serving on the District Visioning Committee to help clubs develop strategic plans.
    • Developing Rotaract Clubs
      Increased the number of active Rotaract clubs from one to six, including two community-based clubs, by establishing a District Rotaract Council.
    • Expands youth and young professional engagement
      Increased active Rotaract clubs from one to six by establishing a District Rotaract Council, including launching two community-based clubs.
    • Facilitating Rotary Foundation Grants and Fundraising
      Educates and motivates Rotarians to participate in Foundation grant and fundraising activities, manages the Rotary grant process (including global and district grants), and assists clubs with training, grant writing, and finding grant partners. Also facilitates fundraising for Rotary International's initiatives, including polio eradication.
    • Facilitating Rotary Foundation Grants and Fundraising
      Educates and motivates Rotarians to participate in Rotary Foundation grant and fundraising activities, manages the Rotary grant process (including global and district grants), and assists clubs with training, grant writing, and finding partners. It also facilitates fundraising for Rotary International's initiatives, including polio eradication.
    • Facilitating Rotary Foundation Grants and Fundraising
      Educates and motivates Rotarians to participate in Foundation grant and fundraising activities, manages the Rotary grant process (including global and district grants), and assists clubs with training, grant writing, and finding grant partners. Also facilitates fundraising for Rotary International's initiatives, including polio eradication.
    • Grant Management Support
      The Rotary Foundation Committee manages the Rotary grant process, including global and district grants, and assists clubs by providing training, writing grants, and finding grant partners.
    • Guiding Club Strategic Planning
      Guides Rotary clubs in District 5495 through a collaborative process to define their future, align with Rotary’s Action Plan, and create actionable visions to strengthen membership and community impact.
    • Manages Rotary Foundation grants and fundraising
      Guides clubs in Rotary Foundation grant applications (global and district grants), provides training, identifies partners, and promotes participation in Foundation initiatives.
    • Rotaract Club Development
      Increases the number of active Rotaract clubs by establishing a District Rotaract Council and revitalizing existing clubs, such as the Verrado High School Interact Club.
    • Rotaract Club Expansion
      Increased the number of active Rotaract clubs from one to six, including two community-based clubs, by establishing a District Rotaract Council.
    • Rotary Foundation Education
      The district Rotary Foundation committee educates and motivates Rotarians to participate in Foundation grant and fundraising activities, serving as a liaison between The Rotary Foundation and Rotarians.
    • Rotary Grant Management and Fundraising
      Educates and motivates Rotarians to participate in Foundation grant and fundraising activities, manages the Rotary grant process (including global and district grants), and assists clubs by providing training, writing grants, and finding grant partners. Facilitates fundraising for Rotary International's initiatives supporting its 7 Areas of Focus, including efforts to eradicate polio.
    • Strengthens club strategic planning and visioning
      Guides Rotary clubs through strategic visioning processes via the District Visioning Committee to align with Rotary’s Action Plan and enhance membership and community impact.
  • 50/50 Raffle Fundraising 7 activities
    • Community Fundraising Initiatives
      Raised $65,000 for the Rotary Foundation through a car raffle initiative and approximately $30,000 for the Daisy Mountain Veterans through an event.
    • Fundraising for Scholarships and Community Initiatives
      Raises funds through initiatives like car raffles and events, allocating funds to public school college scholarship efforts and supporting organizations like Daisy Mountain Veterans.
    • Leads fundraising for Rotary Foundation and community causes
      Raises funds for the Rotary Foundation (e.g., $65,000 via car raffle) and community initiatives (e.g., $30,000 for Daisy Mountain Veterans), with proceeds supporting scholarships and global programs including polio eradication.
    • Scholarship and Veterans Fundraising
      Raises funds for public school college scholarship efforts and for organizations like the Daisy Mountain Veterans through events such as car raffles.
    • Supporting Education through Scholarships
      Allocates funds raised through initiatives like car raffles to public school college scholarship efforts.
    • Supporting Public School Scholarships
      Allocates funds raised through initiatives like car raffles to public school college scholarship efforts.
    • Supporting Veterans
      Raised approximately $30,000 for the Daisy Mountain Veterans through an event.
  • Youth Leadership Camps & Speech Contests 6 activities
    • Administers youth programs and exchanges
      Supports Interact clubs, youth exchange programs, and youth development initiatives such as the Student of the Month program and high school student interview skills training.
    • Supporting Youth Programs
      Supports two Interact clubs, youth exchange programs, and other youth-related projects, including revitalizing the Verrado High School Interact Club and leading the Student of the Month program while assisting high school students with interview skills.
    • Youth Program Support
      Supports two Interact clubs, youth exchange programs, and other youth-related projects, including revitalizing the Verrado High School Interact Club and assisting high school students with interview skills through the Student of the Month program.
    • Youth Programs Support
      Supports two Interact clubs, youth exchange programs, and other youth-related projects, including the Student of the Month program and assisting high school students with interview skills.
    • Youth Programs and Development
      Supports Interact clubs, youth exchange programs, and other youth-related projects, including revitalizing the Verrado High School Interact Club, leading the Student of the Month program, and assisting high school students with interview skills.
    • Youth Programs and Support
      Supports Interact clubs, youth exchange programs, and other youth-related projects, including the Student of the Month program and assisting high school students with interview skills.
  • Community Development Projects for Youth 6 activities
    • Community Service Projects
      Implements sustainable projects focused on literacy, peace, water, health, and community improvement, including the Adopt-a-School and Pennies for Polio initiatives, and participates in various projects during the Week of Service.
    • Community Service Projects
      Implements sustainable projects focused on literacy, peace, water, health, and community improvement, including the Adopt-a-School and Pennies for Polio initiatives, and participates in various projects during the Week of Service.
    • Community Service Projects
      Implements sustainable projects focused on literacy, peace, water, health, and community improvement, including leading Adopt-a-School and Pennies for Polio initiatives, and participating in various projects during the Week of Service.
    • Implementation of Sustainable Projects
      Implements sustainable projects focused on literacy, peace, water, health, and community improvement.
    • Implementing Sustainable Community Projects
      Implements sustainable projects focused on literacy, peace, water, health, and general community improvement.
    • Implements sustainable development projects
      Executes sustainable projects in the areas of literacy, peace, water, health, and community improvement, aligning with Rotary’s global Areas of Focus.
  • DEI and Leadership Coaching & Training 6 activities
    • Facilitating Leadership Training
      Facilitates for the Rotary Leadership Institute (RLI) and coaches for the Rotary Leadership Academy (RLA), and is setting up a leadership program to teach civic leadership.
    • Leadership Development Programs
      Facilitates for the Rotary Leadership Institute (RLI) and coaches for the Rotary Leadership Academy (RLA), while also setting up a leadership program to teach civic leadership.
    • Leadership Training and Development
      Facilitates for the Rotary Leadership Institute (RLI) and coaches for the Rotary Leadership Academy (RLA), and is setting up a leadership program to teach civic leadership.
    • Leadership Training and Development
      Facilitates for the Rotary Leadership Institute (RLI) and coaches for the Rotary Leadership Academy (RLA), and is setting up a leadership program to teach civic leadership.
    • Leadership Training and Development
      Facilitates for the Rotary Leadership Institute (RLI) and coaches for the Rotary Leadership Academy (RLA), and is setting up a leadership program to teach civic leadership.
    • Provides leadership development and training
      Facilitates Rotary Leadership Institute (RLI) and Academy (RLA) programs, offers coaching, and supports leadership skill-building through events like Skills Day at schools.
  • Post-Graduation Transition Support 5 activities
    • Support for Homeless Students
      Developed and executed the “Rotary Builds Bridges, McKinney Vento” program to support homeless and unaccompanied high school students, encouraging them to graduate and pursue further education.
    • Support for Homeless and Unaccompanied Youth
      Develops and executes the “Rotary Builds Bridges, McKinney Vento” program to support homeless and unaccompanied high school students, encouraging them to graduate and pursue further education.
    • Supporting Homeless Students
      Operates the “Rotary Builds Bridges, McKinney Vento” program to support homeless and unaccompanied high school students, encouraging graduation and pursuit of higher education.
    • Supporting Homeless Students
      Operates the “Rotary Builds Bridges, McKinney Vento” program to support homeless and unaccompanied high school students, encouraging graduation and pursuit of higher education.
    • Supports homeless and at-risk high school students
      Developed and implemented the “Rotary Builds Bridges, McKinney Vento” program to help unaccompanied and homeless high school students graduate and pursue further education.
  • Blood Drive Organization 4 activities
    • Blood Drive Coordination
      Helps coordinate Rotary-supported blood drives across Arizona as part of a districtwide partnership with the American Red Cross.
    • Coordinates blood donation drives
      Organizes and supports districtwide blood drives in partnership with the American Red Cross across Arizona.
    • Organizing Blood Drives
      Coordinates Rotary-supported blood drives across Arizona in partnership with the American Red Cross.
    • Organizing Blood Drives
      Coordinates Rotary-supported blood drives across Arizona in partnership with the American Red Cross.
  • International Humanitarian Aid for Youth 2 activities
    • Champions school and polio initiatives
      Leads Adopt-a-School and Pennies for Polio campaigns, promoting community engagement in education and global health.
    • Leading Community Initiatives
      Leads the Adopt-a-School and Pennies for Polio initiatives.
  • Uncategorized 20 activities
    • Awarding Peace Fellowships
      Awards fully funded fellowships to 90 leaders globally each year to study at peace centers, with 50 selected for master's degree programs and 40 for professional development certificates.
    • Awarding Peace Fellowships
      Awards fully funded fellowships to 90 leaders globally each year to study at peace centers, with 50 selected for master's degree programs and 40 for professional development certificates.
    • Awarding Peace Fellowships
      Awards fully funded fellowships to 90 global leaders annually, enabling 50 to pursue master's degrees and 40 to obtain professional development certificates at peace centers.
    • Awards peace fellowships to global leaders
      Selects and funds 50 peace fellows annually for master's degree programs and 40 for professional development certificates at Rotary peace centers, supporting global peacebuilding.
    • Community Engagement Events
      Hosts regular meetings for its members, including Friday morning meetings and a "Welcome Wednesday" evening mixer, and conducts hybrid meetings weekly to accommodate both virtual and in-person attendees.
    • District Conferences and Events
      Conducts district conferences and hosts regional Presidents-Elect Training Seminars (PETS) for multiple districts.
    • District Financial Oversight
      Supervises the financial operations of the District, including budget preparation and oversight of the District Fund, reviews proposed budgets and spending plans, and ensures timely submission of all financial and statutory reports.
    • Financial Oversight
      The Finance Committee supervises the financial operations of the District, including budget preparation and oversight of the District Fund, ensuring appropriate program funding and balanced financial objectives.
    • Financial Oversight of District Operations
      Supervises the financial operations of the District, including budget preparation and oversight of the District Fund, reviews proposed budgets and spending plans, and ensures timely submission of all financial and statutory reports.
    • Financial Oversight of District Operations
      Supervises the financial operations of the District, including budget preparation and oversight of the District Fund, reviews proposed budgets and spending plans, and ensures timely submission of all financial and statutory reports.
    • Hosting District and Regional Conferences
      Organizes and hosts district conferences, such as the 2022 district conference, and regional events like the 2025 Rotary Southwest PETS for Presidents-Elect from 11 districts.
    • Hosts member meetings and district events
      Conducts regular hybrid meetings (in-person and via Zoom) and hosts major events such as the 2022 district conference and the 2025 Southwest PETS for Presidents-Elect.
    • Manages district financial operations
      Oversees the District’s financial management, including budget preparation, oversight of the District Fund, and submission of federal and state financial reports such as Form 990.
    • Manages endowment and investment policies
      Developed investment and fund-use policies for $1.2 million in Foundation funds from an estate gift to ensure responsible stewardship.
    • Managing District Financial Operations
      Supervises the financial operations of the District, including budget preparation, oversight of the District Fund, review of proposed budgets and spending plans, and ensures timely submission of all financial and statutory reports, including federal Tax Form 990s and State of Arizona filings, and compiles annual financial statements.
    • Organizing District Conferences and Events
      Conducts district conferences, such as the 2022 district conference, and hosts regional events like the 2025 Rotary Southwest PETS for Presidents-Elect from 11 districts.
    • Organizing District and Regional Conferences
      Conducts district conferences and hosts regional Presidents-Elect Training Seminars (PETS) for multiple districts.
    • Peace Fellowships
      Awards fully funded fellowships to leaders globally to study at peace centers, selecting 50 peace fellows for master's degree programs and 40 for professional development certificates annually.
    • Rotary Peace Fellowships
      Awards fully funded fellowships to leaders globally to study at peace centers, selecting 50 peace fellows for master's degree programs and 40 for professional development certificates annually.
    • Supports club development and governance
      Provides leadership and administrative support to Rotary clubs, including serving as Assistant Governor, restarting inactive clubs (e.g., Prescott Valley), and helping charter new clubs in other districts.
financials · form 990 · fy2022
revenue
Total revenue$381K
Contributions & grants$314K82%
Program service revenue$67K18%
Investment income$290%
Other revenue$0
expenses
Total expenses$512K
Program expenses89%
Admin / overhead11%
Fundraising0%
Salaries & benefits$0
Grants paid out$78K
Largest expense lineFacilities
balance sheet
Total assets$169K
Cash$141K
Investments$0
Liabilities$17K
Net assets$151K
Liquid reserves3.3 mo
3 years on record · 2020–2022 · YoY revenue -17.6%
relationships · 74

who they work with

  • ASU Rotaract Partner — Listed as a club within District 5495.
  • American Red Cross Partner — District 5495 has a districtwide partnership with the American Red Cross to coordinate blood drives.
  • Anthem Rotary Partner — Listed as a club within District 5495.
  • Arizona Cactus-Pine Council of the Girl Scouts Partner — Organization with which Teresa Haire served for over 13 years, reflecting a partnership in youth service and community engagement.
  • Arizona Chamber of Commerce Partner — Jim Schmidt has served on the board of the Arizona Chamber of Commerce.
  • BKR International Partner — Jim Schmidt was a respected leader of BKR International, an international association of more than 150 accounting firms in over 80 countries.
  • Banner Health Partner — Jim Schmidt has served on the board of Banner Health.
  • Benedictine University at Mesa Partner — Listed as a club within District 5495.
  • Buckeye Partner — Listed as a club within District 5495.
  • Bullhead City Partner — Listed as a club within District 5495.
  • Camelback Crossroads Partner — Listed as a club within District 5495.
  • Chandler Partner — Listed as a club within District 5495.
  • Chandler-Horizon Partner — Listed as a club within District 5495.
  • Crutches 4 Africa Partner — Colleen Coons served as an advisor on an international service trip to Kenya for Crutches 4 Africa.
  • Daisy Mountain Veterans Partner — Partnered to organize an event and raise funds for the veterans.
  • East Valley Rotaract @ Rio Salado College Partner — Listed as a club within District 5495.
  • Embry Riddle AU Partner — Listed as a club within District 5495.
  • Estrella (Goodyear) Partner — Listed as a club within District 5495.
  • Flagstaff Rotary Club Partner — Listed as a club within District 5495.
  • Forvis Partner — Schmidt Westergard & Company, where Jim Schmidt was managing partner, is now Forvis.
  • Fountain Hills Partner — Listed as a club within District 5495.
  • Four Peaks Partner — Listed as a club within District 5495.
  • Gilbert Partner — Listed as a club within District 5495.
  • Gilbert Rotary Club Partner — Served as a member since 2014 and leads initiatives.
  • Glendale Partner — Listed as a club within District 5495.
  • Goodyear PebbleCreek Partner — Listed as a club within District 5495.
  • Grand Canyon Council of Scouting USA Partner — Organization for which Teresa Haire serves as Den Leader and Pack Registrar for Cub Scout Pack 531, indicating a collaborative relationship in youth leadership development.
  • Her Rights Partner — Colleen Coons serves on the board of Her Rights.
  • Kingman Partner — Listed as a club within District 5495.
  • Kingman Route 66 Partner — Listed as a club within District 5495.
+ 44 more