ROTARY ZONES 25 & 29 FOUNDATION (EIN 474676954) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

P Meryweather Arges

Phone

2185900577

Tax Period

2024-07-01 to 2025-06-30

ROTARY ZONES 25 & 29 FOUNDATION, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $222K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $220,619

Investment Income $1,475

Other Revenue $0

TOTAL REVENUE $222,094

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $228,192

Other Expenses $230,838

TOTAL EXPENSES $230,838

Year-over-Year Comparison

	2024	2023	Change
Revenue	$222,094	$255,201	-0.1%
Expenses	$230,838	$216,557	+0.1%
Net Income	$-8,744	$38,644	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
P Merryweather Arges	Board Chair	1	Director	$0	$0	$0
Bill Harvey	Secretary	1	Officer	$0	$0	$0
Elaine Hansen	Treasurer	1	Officer	$0	$0	$0
Sharron Miles	Zone Institute Foundation Chair	1	Officer	$0	$0	$0
Gary Gillen	Zone Institute Education Chair	1	Officer	$0	$0	$0
Kathy Fahy	Zone Institute Vice Chair	1	Officer	$0	$0	$0
Dennis Eveshenk	Rotaract Representative	1	Officer	$0	$0	$0
Patrick Harrison	Public Image Chair	1	Officer	$0	$0	$0
Demetress Harrell	Membership Chair	1	Officer	$0	$0	$0
Terry Ziegler	End Polio Now Chair	1	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$222,094	$230,838	$149,944	$-8,744
2024	$255,201	$216,557	$158,688	$38,644
2023	$270,670	$261,795	$180,114	$8,875
2022	$335,650	$262,075	$232,787	$73,575
2021	$22,318	$30,987	$252,507	$-8,669
2018	$776,733	$752,033	$167,990	$24,700

ROTARY ZONES 25 & 29 FOUNDATION