Rotary International Financial Overview presentation

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Presentation at Rotary Zones 25/26 Institute

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Rotary International Financial Overview presentation

  1. 1. ROTARY INTERNATIONAL Financial Overview
  2. 2. Rotary’s Finances Rotary International The Rotary Foundation Revenue Sources Revenue Sources Dues Contributions Services & Other Activities Investment Income Investment Income Expenses Expenses Related to Dues Program Awards Related to Services & Other Program Operations Activities Fund Development Administration 10/15/2010
  3. 3. Rotary Finances What is the current state of Rotary’s finances? - Improved - Stabilized Outlook - improving, but cautious
  4. 4. Rotary International 2009- 2011 Revenues & Expenses US$(millions) 95 82 82 85 84 65 13 1 -17 09 Actual 10 Actual 11 Budget Revenue Expense Change in Net Assets
  5. 5. Where did my 2010 dues go? Pres/PE Office Sup Board Dist Gov Com/PR Memb IA Prog IS IO IS IO Fin HR Commtt 0.16 0.14 0.07 0.06 0.05 0.08 0.05 0.08 0.05 0.07 Admin DC 0.10 0.09 $0.70 Direct $0.30 Indirect
  6. 6. Rotary International Five-Year Financial Forecast September 2010 FY2009-10 unaudited results
  7. 7. Five-Year Financial Forecast Revenues US$ millions $110 94 96 89 92 92 85 $90 65 $70 $50 $30 $10 -$10 -$30 09 10 11 12 13 14 15 Dues Other Investment Returns COL
  8. 8. Five-Year Financial Forecast Expenses US$ millions $100 94 93 95 84 87 82 82 $80 $60 $40 $20 $0 09 10 11 12 13 14 15 Secretariat World Wide Other COL
  9. 9. Five-Year Financial Forecast Projected Surplus / Deficit US$ millions $20 13 $10 1 2 0 $0 -1 -3 -$10 -$20 -17 -$30 09 10 11 12 13 14 15 Surplus/Deficit *Excludes pension liability adjustment
  10. 10. Five-Year Financial Forecast General Surplus Fund US$ millions $120 109 109 109 107 107 105 $100 90 $80 $60 $40 $20 $0 09 10 11 12 13 14 15 Bylaw Requirement
  11. 11. 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
  12. 12. 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. 10/15/2010

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