ROTARY ZONE 26-27 FOUNDATION (EIN 812611582) - 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

2016

Legal Domicile

Principal Officer

JOSEPH ZARACHOFF

Phone

7758256008

Tax Period

2023-07-01 to 2024-06-30

ROTARY ZONE 26-27 FOUNDATION, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $775K in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $231K, a strong 30% operating margin.

Mission

TO PROVIDE TRAINING, EDUCATION AND INFORMATION TO THE OFFICERS, GOVERNORS, AND OTHER MEMBERS OF ROTARY INTERNATIONAL IN THE 30 DISTRICTS OF THE WESTERN UNITED STATES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $770,915

Investment Income $4,007

Other Revenue $0

TOTAL REVENUE $774,922

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $513,445

Other Expenses $543,932

TOTAL EXPENSES $543,932

Year-over-Year Comparison

	2023	2022	Change
Revenue	$774,922	$519,533	+0.5%
Expenses	$543,932	$582,893	-0.1%
Net Income	$230,990	$-63,360	-4.6%

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

N/A

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
BILL EMSLIE	CHAIR	N/A	Director	$0	$0	$0
STEPHEN LEMMON	SECRETARY	N/A	Officer	$0	$0	$0
JOSEPH ZARACHOFF	TREASURER	N/A	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	No data	No data	No data	No data
2024	$774,922	$543,932	$485,084	$230,990
2023	$519,533	$582,893	$254,094	$-63,360
2022	$657,543	$654,298	$317,454	$3,245
2021	$184,491	$435,876	$314,209	$-251,385
2020	$213,315	$134,867	$565,648	$78,448
2019	$362,344	$115,982	$487,146	$246,362

ROTARY ZONE 26-27 FOUNDATION