Form 990 for tax year 2023
Filed by ROTARY ZONES 25 & 29 FOUNDATION.
Totals
- Total revenue
- $255,201
- Total expenses
- $216,557
- Contributions and grants received
- $8,050
- Grants paid
- $0
- Program service revenue
- $246,554
- Investment income
- $597
- Other revenue
- $0
- Total assets, end of year
- $158,688
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $158,688
- Program services expenses (Part IX)
- $213,451
- Management and general expenses
- $3,106
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $213,451
Program services were 98.6% 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 Institute registrations
total $246,554 · related or exempt $246,554 · 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 $597 · related or exempt $597 · 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 $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
13 · Office expenses
total $50 · management and general $50
-
14 · Information technology
total $6,379 · program services $3,323 · management and general $3,056
-
17 · Travel
total $2,645 · program services $2,645
-
19 · Conferences, conventions and meetings
total $207,483 · program services $207,483
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $58,628 · end of year $68,633
-
2 · Savings and temporary cash investments
beginning of year $110,449 · end of year $82,486
-
4 · Accounts receivable
end of year $1,750
-
9 · Prepaid expenses and deferred charges
beginning of year $11,037 · end of year $5,819
-
17 · Accounts payable and accrued expenses
beginning of year $0
-
18 · Grants payable
beginning of year $0
-
19 · Deferred revenue
beginning of year $60,070
-
20 · Tax-exempt bond liabilities
beginning of year $0
-
21 · Escrow or custodial account liability
beginning of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0
-
24 · Unsecured notes and loans payable
beginning 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 $120,044 · end of year $158,688
Mission and programs · 2023
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.
-
2023 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 $213,451 · Revenue $255,201
-
2023 Administrative revenues and expenses incurred by Rotary Zones 25 and 29 Foundation
Revenue $8,647
As filed on the 2023 return.
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
-
Ellison Crider
Zone Institute Education 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
Public Image 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.
-
501C4 · ASSOC OF ROTARY CLUBS · IL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521279349303137
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