Rotary International District 5020

501(c)(4) organization EIN: 35-2361984

Support and strengthen the rotary clubs within the district by providing officer training, encouraging goal setting and achievement, and enhancing rotary public image; and, increase humanitarian service both locally and worldwide.

Key facts about Rotary International District 5020

In short: Rotary International District 5020 gave $80K across 9 grants in 2025 (avg $9K), mostly in Washington. Source: 2025 IRS Form 990.

EIN
35-2361984
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$80,300
Grants made (2025)
9
Average grant
$8,922
Median grant
$7,500
Total assets
$350,060
Primary geography
Washington (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$350K

-20.0% YoY

Annual Giving

$80K

-0.3% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$9K

-0.3% YoY

How Rotary International District 5020 gives

  • Giving fell 33% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

About Rotary International District 5020

Based on IRS filings

Rotary International District 5020 is a public charity focused on Community Improvement & Capacity Building. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $350K in total assets. In 2025, it awarded 9 grants totaling $80K. Net investment income was $5K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 9 itemized grants.

States

Cities

TacomaGig HarborBainbridge IslandOlympiaLakewoodPoulsboChehalisPort AngelesSumnerYelmSequim

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K0 grants2021 11 grants2022 5 grants2023 9 grants2024 9 grants2025

From 2022 to 2025, annual grant giving ranged from $46K (2023) to $120K (2022). In 2025 it made 9 grants totaling $80K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Gig Harbor Rotary Club: $15KGig Harbor Rotary Club$15KOlympia Rotary Foundation: $11KOlympia Rotary Foundation$11KGig Harbob Midday Rotary Club: $10KGig Harbob Midday Rotary Club$10KPoulsbo Rotary Foundation: $10KPoulsbo Rotary Foundation$10KRotary Club of Lakewood: $8KRotary Club of Lakewood$8KRotary Club of Bainbridge Island: $7KRotary Club of BainbridgeIsland$7KRotary Club of Sumner: $7KRotary Club of Sumner$7KSouth Puget Sound Rotary Club: $7KSouth Puget Sound Rotary Club$7KRotary Club of Tacoma Sunrise: $6KRotary Club of Tacoma Sunrise$6K

The largest 2025 recipient was Gig Harbor Rotary Club ($15K). Together the top 9 received $80K.

Grant Size Distribution

34 grants across all recorded years

34<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 34 grants of 34 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Gig Harbor Rotary Club Gig Harbor, WAChapter Grants$15,000
Olympia Rotary Foundation Olympia, WAChapter Grants$10,500
Gig Harbob Midday Rotary Club Gig Harbor, WAChapter Grants$10,000
Poulsbo Rotary Foundation Poulsbo, WAChapter Grants$10,000
Rotary Club of Lakewood Lakewood, WAChapter Grants$7,500
Rotary Club of Bainbridge Island Bainbridge Island, WAChapter Grants$7,300
Rotary Club of Sumner Sumner, WAChapter Grants$7,000
South Puget Sound Rotary Club Olympia, WAChapter Grants$7,000
Rotary Club of Tacoma Sunrise Tacoma, WAChapter Grants$6,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$350,060$437,449$444,278
Revenue$749,604$908,458$666,673
Expenses$836,993$915,287$714,294
Net Investment Income$4,728$5,061—

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
  2. Updated Form 990 for fiscal year 2023 (received by the IRS May 15, 2024)
  3. Updated Form 990 for fiscal year 2024 (received by the IRS December 15, 2025)
  4. Updated Form 990 for fiscal year 2025 (received by the IRS April 22, 2026)

Leadership & Key People

Officers and directors from IRS filings

Rotary International District 5020 is led by Ken Parsons, District Finance Chair on every filing since 2024; none of the 6 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Ken Parsons

    District Finance Chair

    On filings since 2024

    10 hrs/week

    No compensation reported

  • Judith Marriott

    District Secretary

    On filings since 2021

    5 hrs/week

    No compensation reported

  • Caleb Summerfelt

    Past District Governor

    District Governor Elect → District Governor, 2023

    District Governor → Past District Governor, 2025

    On filings since 2022

    5 hrs/week

    No compensation reported

  • Willard McGregor

    District Governor

    District Governor Nominee → District Governor Elect, 2023

    District Governor Elect → District Governor, 2025

    On filings since 2022

    20 hrs/week

    No compensation reported

  • Anthony Camoroda

    District Governor-Elect

    District Governor Nominee → District Governor-Elect, 2025

    On filings since 2023

    20 hrs/week

    No compensation reported

  • Linda Kaye Briggs

    District Governor Nominee

    District Gov Nominee Elect → District Governor Nominee, 2025

    On filings since 2023

    10 hrs/week

    No compensation reported

Former officers (5)
  • Former: Terry Dale Roberts (2021–2024) — Past District Governor
  • Former: Roan Blacker (2021–2023) — District Treasurer
  • Former: Lorna Curtis (2021–2022) — Past District Governor
  • Former: Greg Horn (2021) — District Governor
  • Former: Maureen Fritz-Roberts (2021) — Past District Governor

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Rotary International District 5020

How much does Rotary International District 5020 give each year?

Rotary International District 5020 gave $80K across 9 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $81K across 9 grants.

What is Rotary International District 5020's typical grant size?

Rotary International District 5020's median grant in 2025 was $7,500, and its average grant was $8,922, across 9 grants on its 2025 IRS Form 990.

Where does Rotary International District 5020 give grants?

Rotary International District 5020 gives mostly in Washington: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Gig Harbor, WA (2 grants) and Olympia, WA (2 grants).

Does Rotary International District 5020 give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on Rotary International District 5020's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Chapter Grants" (9 grants).

Who are Rotary International District 5020's largest grantees?

Rotary International District 5020's largest 2025 grantees include Gig Harbor Rotary Club ($15,000), Olympia Rotary Foundation ($10,500) and Gig Harbob Midday Rotary Club ($10,000), according to its 2025 IRS Form 990. Together they received 44% of its itemized 2025 grant dollars.

How large is Rotary International District 5020?

Rotary International District 5020 reported $350K in total assets on its 2025 IRS Form 990. Its revenue that year was $750K.

What is Rotary International District 5020?

Rotary International District 5020 is a public charity focused on Community Improvement & Capacity Building. It holds $350K in total assets as of 2025.

What is Rotary International District 5020's EIN?

Rotary International District 5020's EIN (Employer Identification Number) is 35-2361984. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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