Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
THE ROTARY FOUNDATION OF ROTARY
INTERNATIONAL
Employer identification number

36-3245072
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1JOHN HEWKO
CHIEF EXECUTIVE OFFICER 		(i)

(ii)		 216,348
-------------
353,307 		0
-------------
0 		0
-------------
0 		13,662
-------------
22,313 		9,265
-------------
15,129 		239,275
-------------
390,749 		0
-------------
0
2JULIE BURKE
CHIEF FINANCIAL OFFICER 		(i)

(ii)		 141,801
-------------
137,954 		0
-------------
0 		0
-------------
0 		18,235
-------------
17,740 		15,723
-------------
15,297 		175,759
-------------
170,991 		0
-------------
0
3DAVID ALEXANDER
CHIEF COMMUNICATIONS OFFICER 		(i)

(ii)		 37,694
-------------
203,641 		0
-------------
0 		438
-------------
2,366 		4,126
-------------
22,288 		4,771
-------------
25,781 		47,029
-------------
254,076 		0
-------------
0
4ERIC C SCHMELLING
CHIEF PHILANTHROPY OFFICER 		(i)

(ii)		 237,846
-------------
0 		0
-------------
0 		0
-------------
0 		30,654
-------------
0 		21,574
-------------
0 		290,074
-------------
0 		0
-------------
0
5ERIC JONES
CHIEF INVESTMENT OFFICER 		(i)

(ii)		 301,790
-------------
23,590 		0
-------------
0 		0
-------------
0 		31,231
-------------
2,441 		26,081
-------------
2,039 		359,102
-------------
28,070 		0
-------------
0
6FAIZ HANIF
CHIEF INFORMATION OFFICER 		(i)

(ii)		 100,516
-------------
120,404 		0
-------------
0 		0
-------------
0 		8,226
-------------
9,854 		12,930
-------------
15,488 		121,672
-------------
145,746 		0
-------------
0
7JAMES BARNES
CHIEF PROGRAMS & MEMBER SVS OFFICER 		(i)

(ii)		 69,884
-------------
201,671 		0
-------------
0 		1,304
-------------
3,762 		9,162
-------------
26,441 		5,340
-------------
15,407 		85,690
-------------
247,281 		0
-------------
0
8KRISTOPHER NEWBAUER
CHIEF HUMAN RESOURCES OFFICER 		(i)

(ii)		 97,679
-------------
117,005 		0
-------------
0 		3,518
-------------
4,213 		12,348
-------------
14,792 		4,946
-------------
5,923 		118,491
-------------
141,933 		0
-------------
0
9MICHELE BERG
DEPUTY GENERAL SECRETARY 		(i)

(ii)		 122,867
-------------
200,649 		0
-------------
0 		0
-------------
0 		12,960
-------------
21,165 		10,044
-------------
16,403 		145,871
-------------
238,217 		0
-------------
0
10STEVEN ROUTBURG
GENERAL COUNSEL 		(i)

(ii)		 63,165
-------------
172,970 		0
-------------
0 		1,215
-------------
3,328 		9,218
-------------
25,243 		8,056
-------------
22,059 		81,654
-------------
223,600 		0
-------------
0
11THOMAS THORFINNSON
CHIEF STRATEGY OFFICER 		(i)

(ii)		 123,218
-------------
123,218 		0
-------------
0 		0
-------------
0 		17,294
-------------
17,294 		5,008
-------------
5,008 		145,520
-------------
145,520 		0
-------------
0
12ANDREW G MCDONALD
DEPUTY GENERAL COUNSEL 		(i)

(ii)		 62,724
-------------
127,349 		0
-------------
0 		1,178
-------------
2,391 		10,408
-------------
21,131 		3,067
-------------
6,228 		77,377
-------------
157,099 		0
-------------
0
13CRISTIAN DOWNEY
DIRECTOR - IT INFRASTRUCTURE 		(i)

(ii)		 53,552
-------------
134,074 		0
-------------
0 		0
-------------
0 		7,359
-------------
18,433 		6,556
-------------
16,648 		67,467
-------------
169,155 		0
-------------
0
14JONATHAN SOUTH
INVESTMENT OFFICER 		(i)

(ii)		 190,444
-------------
14,886 		0
-------------
0 		0
-------------
0 		17,831
-------------
1,393 		26,057
-------------
2,037 		234,332
-------------
18,316 		0
-------------
0
15MICHAEL PATOCK
INVESTMENT OFFICER 		(i)

(ii)		 188,388
-------------
14,726 		0
-------------
0 		0
-------------
0 		24,655
-------------
1,927 		1,036
-------------
81 		214,079
-------------
16,734 		0
-------------
0
16CAROL PANDAK
DIRECTOR OF POLIOPLUS 		(i)

(ii)		 172,307
-------------
0 		0
-------------
0 		3,272
-------------
0 		32,136
-------------
0 		20,428
-------------
0 		228,143
-------------
0 		0
-------------
0
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
FORM 990, SCHEDULE J, PART I, LINE 1A - FIRST CLASS TRAVEL UNCOMPENSATED VOLUNTEER LEADERS CONDUCT EXTENSIVE INTERNATIONAL TRAVEL ON BEHALF OF THE ORGANIZATION. THE ROTARY FOUNDATION PROVIDES BUSINESS-CLASS AIRFARE FOR THE TRUSTEES AND THE GENERAL SECRETARY. BUSINESS-CLASS TRAVEL IS AVAILABLE IN MOST MARKETS, BUT IF IT IS NOT, FIRST-CLASS OR ECONOMY AIRFARES ARE SUBSTITUTED. THE ROTARY FOUNDATION TRUSTEES CHAIR IS PERMITTED TO USE FIRST-CLASS TRAVEL, ALTHOUGH HE MAY CHOOSE BUSINESS-CLASS OR ECONOMY CLASS.
FORM 990, SCHEDULE J, PART 1, LINE 1A - TRAVEL FOR COMPANIONS THE ROTARY FOUNDATION PROVIDES FOR SPOUSE TRAVEL IF SPOUSE PARTICIPATION ASSISTS THE ORGANIZATION IN ACHIEVING ITS MISSION. THE ROTARIAN AND SPOUSE ARE REQUIRED TO SUBMIT DOCUMENTATION DETAILING THE ACTIVITIES AND SUPPORTING THE BONA FIDE BUSINESS PURPOSE OF THE TRAVEL. MANAGEMENT REVIEWS THE DOCUMENTATION DURING THE EXPENSE REIMBURSEMENT APPROVAL PROCESS.
FORM 990, SCHEDULE J, PART I LINE 1A - HIGHEST COMPENSATED EMPLOYEES THE ROTARY FOUNDATION HAS A HIGHEST COMPENSATED EMPLOYEE AT ITS OFFICE IN ZURICH, SWITZERLAND, WHICH IS CURRENTLY UNDISCLOSED DUE TO POTENTIAL INFRINGEMENT OF LOCAL DATA PRIVACY LAWS. SALARIES FOR STAFF AT THE INTERNATIONAL OFFICES ARE ESTABLISHED IN THEIR LOCAL CURRENCY AND TRANSLATED TO US DOLLARS FOR REPORTING PURPOSES, RESULTING IN POTENTIALLY LARGE FLUCTUATIONS IN THE US DOLLAR REPORTABLE EQUIVALENT FOR COMPENSATION.
Schedule J (Form 990) 2020

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