Rotary Zones 25 & 29 Foundation
- Assets
- $232.8k
- Revenue
- $335.7k
- Investments
- $0.0
- Employees
- 0
- Location
- Scottsdale, AZ
- Founding
- 01/2016
- Data as of
- 06/2022
- EIN
- 47-4676954
Organization Overview
Rotary Zones 25 & 29 Foundation is located in Scottsdale, AZ. The organization was established in 2016. According to its NTEE Classification (S80) the organization is classified as: Community Service Clubs, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rotary Zones 25 & 29 Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Rotary Zones 25 & 29 Foundation generated $335.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (3.5%) each year. All expenses for the organization totaled $262.1k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (3.0%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
2021 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.
2022 ROTARY INTERNATIONAL CONVENTION AND VARIOUS OTHER EVENTS TO BRING TOGETHER ZONE LEADERS FROM AROUND THE WORLD TO FOSTER COMMUNITY BUILDING AND BETTER UNDERSTANDING OF WORLD NEEDS,
MISCELLANEOUS PROGRAM SERVICE ACTIVITIES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas Gump Event Chair | Officer | 5 | $0 |
Bobbe Barnes Treasurer | Officer | 5 | $0 |
Suzi Howe Director | Trustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $7,350 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $7,350 |
| Total Program Service Revenue | $328,114 |
| Investment income | $186 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $335,650 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $272 |
| Information technology | $33,977 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $10,342 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $217,484 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $262,075 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $101,187 |
| Savings and temporary cash investments | $113,291 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | -$350 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $18,659 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $232,787 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $103,175 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $103,175 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $129,612 |
| Total liabilities and net assets/fund balances | $232,787 |
Grants Awarded
Over the last fiscal year, Rotary Zones 25 & 29 Foundation has awarded $675,145 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
League City, TX PURPOSE: DISASTER RELIEF | $100,000 |
Vidor, TX PURPOSE: DISASTER RELIEF | $85,000 |
Houston, TX PURPOSE: DISASTER RELIEF | $82,500 |
Pasadena, TX PURPOSE: DISASTER RELIEF | $75,000 |
ROTARY HOUSTON SKYLINE PURPOSE: DISASTER RELIEF | $73,000 |
Dickinson, TX PURPOSE: DISASTER RELIEF | $65,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Rotary Zones 25 & 29 Foundation has recieved totaling $15,000.
| Awarding Organization | Amount |
|---|---|
Fidelity Investments Charitable Gift Fund Boston, MA PURPOSE: For grant recipient's exempt purposes | $15,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Fund For A Better Future Inc Sacramento, CA | $12,452,035 | $69,118,422 |
Municipal Improvement Corporation Of Los Angeles Los Angeles, CA | $2,097,815,264 | $70,901,113 |
Benson House Inc Ontario, CA | $11,925,572 | $18,491,625 |
Community Services Agency Reno, NV | $7,843,023 | $11,495,915 |
Fresno Building Healthy Communities Fresno, CA | $7,681,991 | $11,111,006 |
Korean Immigrant Workers Advocates Of Southern California Los Angeles, CA | $4,731,702 | $8,492,805 |
Native Americans For Community Action Inc Flagstaff, AZ | $13,508,728 | $5,982,716 |
Project Angel Heart Denver, CO | $8,549,323 | $6,509,921 |
Goleta Valley Professional Buildings Inc Santa Barbara, CA | $89,343,424 | $8,414,379 |
Foothill Ranch Maintenance Corporation Irvine, CA | $3,077,161 | $4,440,100 |
Pilipino Workers Center Of Southern Los Angeles, CA | $1,734,132 | $5,015,376 |
Southwest District Kiwanis Foundation Carefree, AZ | $3,902,018 | $3,838,305 |