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← ROTARY ZONES 25 & 29 FOUNDATION

Form 990 for tax year 2022

Filed by ROTARY ZONES 25 & 29 FOUNDATION.

Totals

Total revenue
$270,670
Total expenses
$261,795
Contributions and grants received
$8,050
Grants paid
$0
Program service revenue
$241,764
Investment income
$0
Other revenue
$20,856
Total assets, end of year
$180,114
Total liabilities, end of year
$60,070
Net assets or fund balances, end of year
$120,044
Program services expenses (Part IX)
$261,795
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$261,795

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $8,050

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Zone Administration

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Zone Institute registrations

    total $241,764 · related or exempt $241,764 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11d · All other revenue

    total $20,856 · related or exempt $20,856 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $20,856

Functional expenses

Part IX, the statement of functional expenses.

  • 14 · Information technology

    total $872 · program services $872

  • 17 · Travel

    total $11,544 · program services $11,544

  • 19 · Conferences, conventions and meetings

    total $249,379 · program services $249,379

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $101,187 · end of year $58,628

  • 2 · Savings and temporary cash investments

    beginning of year $113,291 · end of year $110,449

  • 3 · Pledges and grants receivable

    beginning of year $0

  • 4 · Accounts receivable

    beginning of year -$350

  • 5 · Loans and receivables from officers and key people

    beginning of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0

  • 8 · Inventories for sale or use

    beginning of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,659 · end of year $11,037

  • 10c · Land, buildings and equipment, net

    beginning of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $103,175 · end of year $60,070

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $129,612 · end of year $120,044

Mission and programs · 2022

Mission

TO TRAIN AND EDUCATE ROTARY DISTRICT OFFICERS AND LEADERS (PAST, ELECTED, AND NOMINATED) SO THEY ARE PREPARED TO LEAD THEIR DISTRICT CLUB MEMBERS IN SERVICE ABOVE SELF IN THEIR COMMUNITIES AND COMMUNITIES AROUND THE WORLD.

  • 2022 ROTARY ZONE INSTITUTE PROVIDED RELEVANT LEADERSHIP TRAINING TO THE ELECTED DISTRICT GOVERNORS. THE CURRENT AND PAST OFFICIERS OF ROTARY ARE INFORMED OF CURRENT PROGRAMS OF ROTARY INTERNATIONAL.

    Expenses $260,923 · Revenue $249,379

  • 2022 Administrative revenues and expenses incurred by Rotary Zones 25 and 29 Foundation

    Expenses $872 · Revenue $10,208

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • P Merryweather Arges

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • Bill Harvey

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Elaine Hansen

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Rich Kaye

    Zone Institute Foundation Chair

    Total calculated
    $0
    Hours/week
    1

  • Debra Warner

    Zone Institute Education Chair

    Total calculated
    $0
    Hours/week
    1

  • Osei David Andrews Hutchinson

    Zone Institute Chair

    Total calculated
    $0
    Hours/week
    1

  • Joe Ruskey

    Zone Institute Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Dennis Eveshenk

    Rotaract Representative

    Total calculated
    $0
    Hours/week
    1

  • Kyle Haugen

    Foundation Chair

    Total calculated
    $0
    Hours/week
    1

  • Alex Johnson

    Membership Chair

    Total calculated
    $0
    Hours/week
    1

  • Angela Rester

    End Polio Now Chair

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
12 February 2024
IRS schema version
2022v5.0
Source object
202420649349301122

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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