Rotary International Financial Overview presentation
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ROTARY INTERNATIONAL Financial Overview
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Presentation at Rotary Zones 25/26 Institute
Transcript of Rotary International Financial Overview presentation
ROTARY INTERNATIONALFinancial Overview
04/12/2023
Rotary’s Finances
ExpensesRelated to DuesRelated to Services & Other
Activities
ExpensesProgram Awards Program OperationsFund DevelopmentAdministration
The Rotary FoundationRotary International
Revenue SourcesDuesServices & Other ActivitiesInvestment Income
Revenue SourcesContributionsInvestment Income
Rotary Finances
What is the current state of Rotary’s finances?
- Improved- Stabilized
Outlook - improving, but cautious
Rotary International 2009- 2011 Revenues & Expenses
US$(millions)
65
958582 82 84
-17
13
1
09 Actual 10 Actual 11 Budget
Revenue Expense Change in Net Assets
Where did my 2010 dues go?
Dist Gov 0.16
Com/PR 0.14
Memb 0.07
IA 0.06
Prog 0.05
IS 0.08
IO 0.05
IS 0.08
IO 0.05
Fin 0.07
Pres/PE Board
Commtt DC
0.09
Office Sup HR
Admin 0.10
$0.70 Direct $0.30 Indirect
Rotary International
Five-Year Financial ForecastSeptember 2010
FY2009-10 unaudited results
Five-Year Financial ForecastRevenues
65
9685 89 94 92 92
-$30
-$10
$10
$30
$50
$70
$90
$110
09 10 11 12 13 14 15
Dues Other Investment Returns COL
US$ millions
Five-Year Financial ForecastExpenses
95939487848282
$0
$20
$40
$60
$80
$100
09 10 11 12 13 14 15
Secretariat World Wide Other COL
US$ millions
13
-17
1 2 0
-1 -3
-$30
-$20
-$10
$0
$10
$20
09 10 11 12 13 14 15
US$ millions
*Excludes pension liability adjustment
Surplus/Deficit
Five-Year Financial ForecastProjected Surplus / Deficit
90
107 107 109 109 109 105
$0
$20
$40
$60
$80
$100
$120
09 10 11 12 13 14 15
Bylaw Requirement
US$ millions
Five-Year Financial ForecastGeneral Surplus Fund
Five-Year Financial Forecast
Key Initiatives & Projects
Stronger alignment of budgets to the Strategic Plan
Continuing focus on business process improvements
Expanding Offshore Opportunities and Outsourcing
04/12/2023
How do I get to the most current financial information?
Go to Rotary’s website: http://www.rotary.org
Click on the first tab - “About Us”
Click on “Financials”
The most recent General Secretary Finance Update was posted on 8 September.
