Club Secretary | Treasurer

Resources

DACdb Secretary Instructions

Job Description Secretary
Job Description Treasurer

How to Create a My Rotary Account

How to Add a Member in My Rotary
How to Manage Club Members in My Rotary

How to Manage Club Officers in My Rotary
How to Delegate a an Officer Role in My Rotary

How to Update Club Details in My Rotary

Club Express Website Program

RI Council on Legislation Actions 2019

IRS annual filing requirement for all Rotary clubs in the U.S. and U.S. territories.  
IRS – Frequently Asked Questions for Rotary Clubs

Whether your club is a subordinate under Rotary International’s 501(c)(4) group exemption or is independently tax-exempt, the IRS requires that all Rotary clubs in the U.S. and its territories file an annual information return. For those clubs whose tax year follows the Rotary year, the deadline to file is 15 November. The form a club must file is dependent upon its gross receipts for the year. For more information, please see Frequently asked questions about annual reporting requirements for exempt organizations at www.irs.gov.

It is important that your club comply with IRS requirements. Please note that Section 6033(j) of the Internal Revenue Code automatically revokes the exemption of any organization that fails to satisfy its filing requirement for three consecutive years.

Our Frequently Asked Questions will answer many of the general questions you may have about Rotary clubs and the IRS. Please direct any specific questions regarding your club’s tax-exempt status or reporting requirements to local counsel, your tax adviser or the IRS at www.irs.gov or 877-829-5500.

Rotary Clubs and Taxes 

Rotary Clubs are 501c4 nonprofit corporations. and must file an annual 990, even if a club’s revenue is under $50,000 in gross revenue. For new formed clubs there is a new regulation that clubs must notify the IRS of their formation and pay a user fee within 60 days of formation, a non-filer faces a $20 a day penalty.

 

 

Michelle Balog

Club: Chicago Near South
Position: District Secretary

Dennis Gorman

Club: Chicago Financial District
Postion: District Treasurer & Finance Committee Chair