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← ROTARY ZONES 25 & 29 FOUNDATION

Form 990 for tax year 2024

Filed by ROTARY ZONES 25 & 29 FOUNDATION.

Totals

Total revenue
$222,094
Total expenses
$230,838
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$220,619
Investment income
$1,475
Other revenue
$0
Total assets, end of year
$149,944
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$149,944
Program services expenses (Part IX)
$228,192
Management and general expenses
$2,646
Fundraising expenses
$0
Program service expenses (Part III)
$228,192

Program services were 98.9% 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

    $0

  • 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 $220,619 · related or exempt $220,619 · 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 $1,475 · related or exempt $1,475 · 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

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

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

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

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

  • 8a · Fundraising events: gross income

    $0

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

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

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

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    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.

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $2,000 · program services $1,000 · management and general $1,000 · fundraising $0

  • 13 · Office expenses

    total $136 · program services $0 · management and general $136 · fundraising $0

  • 14 · Information technology

    total $3,020 · program services $1,510 · management and general $1,510 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 17 · Travel

    total $819 · program services $819 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $224,863 · program services $224,863 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $68,633 · end of year $64,233

  • 2 · Savings and temporary cash investments

    beginning of year $82,486 · end of year $83,961

  • 4 · Accounts receivable

    beginning of year $1,750 · end of year $1,750

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,819

  • 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 $158,688 · end of year $149,944

Mission and programs · 2024

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.

  • 2024 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. 2025 ROTARY ZONE INCLUDED SOME ADVANCE REGISTRATIONS AND EXPENES

    Expenses $228,192 · Revenue $220,619

  • 2024 Administrative revenues and expenses incurred by Rotary Zones 25 and 29 Foundation

As filed on the 2024 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

  • Sharron Miles

    Zone Institute Foundation Chair

    Total calculated
    $0
    Hours/week
    1

  • Gary Gillen

    Zone Institute Education Chair

    Total calculated
    $0
    Hours/week
    1

  • Kathy Fahy

    Zone Institute Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Dennis Eveshenk

    Rotaract Representative

    Total calculated
    $0
    Hours/week
    1

  • Patrick Harrison

    Public Image Chair

    Total calculated
    $0
    Hours/week
    1

  • Demetress Harrell

    Membership Chair

    Total calculated
    $0
    Hours/week
    1

  • Terry Ziegler

    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
2024
Filed
15 April 2026
IRS schema version
2024v5.0
Source object
202621149349302207

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

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