ROTARY ZONES 33-34 FOUNDATION C/O PDG LADD WALDO (EIN 813880345) - 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

2017

Legal Domicile

Principal Officer

WM LADDISON WALDO

Phone

9417263175

Tax Period

2024-07-01 to 2025-06-30

ROTARY ZONES 33-34 FOUNDATION C/O PDG LADD WALDO, founded in 2017, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 419% from the prior year, signaling strong growth momentum. The organization ran a surplus of $498K, a strong 27% operating margin.

Mission

ROTARY ZONES 33-34 FOUNDATION HOSTS A FEW ANNUAL MEETINGS PER YEAR WHICH PROVIDE OPPORTUNITIES FOR ROTARY LEADERS TO OBTAIN LEADERSHIP TRAINING AND TO MEET AND DISCUSS CURRENT AND PLAN FUTURE PROJECTS TO HELP THEIR COMMUNITIES.

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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 $1,518,577

Program Service Revenue $291,260

Investment Income $5,538

Other Revenue $28,250

TOTAL REVENUE $1,843,625

Expense Breakdown

Grants Paid $956,037

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,340,031

Other Expenses $389,361

TOTAL EXPENSES $1,345,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,843,625	$355,448	+4.2%
Expenses	$1,345,398	$346,038	+2.9%
Net Income	$498,227	$9,410	+51.9%

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
PATRICK EAKES	PRESIDENT	5.00	Officer Director	$0	$0	$0
WM LADDISON WALDO	SECRETARY/TR	5.00	Officer Director	$0	$0	$0
ALEX WILKINS	SUMMIT GENER	5.00	Officer Director	$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	$1,843,625	$1,345,398	$887,997	$498,227
2024	$355,448	$346,038	$255,723	$9,410
2023	$308,132	$291,521	$257,268	$16,611
2022	$246,901	$262,394	$257,823	$-15,493
2021	$45,076	$60,111	$328,764	$-15,035
2020	$250,364	$315,409	$141,900	$-65,045
2019	$498,615	$293,322	$205,293	$205,293

ROTARY ZONES 33-34 FOUNDATION C/O PDG LADD WALDO