Rotary Zones 25 & 29 Foundation is a 501(c)(3) organization based in Duluth, Minnesota, registered in 2016, with $255,201 in FY2023 revenue. CharityIndex grades it B.
Revenue (FY2023)
$255K
▼ 5.7% vs prior year
Community median: $184K
Expenses (FY2023)
$217K
Net assets
$159K
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Rotary Zones 25 & 29 Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Rotary Zones 25 & 29 Foundation: 9 mo reserves · +15% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Rotary Zones 25 & 29 Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Rotary Zones 25 & 29 Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $416K (FY2016) to $255K (FY2023) across 6 reported years.
Financial snapshot
Operating margin
15.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$159K
Total liabilities
$0
Net assets
$159K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $255,201▼5.7% | $216,557▼17.3% | $158,688▲32.2% | $158,688▼11.9% | 990 |
| 2022 | $270,670▼19.4% | $261,795▼0.1% | $120,044▼7.4% | $180,114▼22.6% | 990 |
| 2021 | $335,650▲1404% | $262,075▲746% | $129,612▲132% | $232,787▼7.8% | 990 |
| 2020 | $22,318▼97.1% | $30,987▼95.9% | $55,814▼19.0% | $252,507▲50.3% | 990 |
| 2017 | $776,733▲86.9% | $752,033▲139% | $68,932▼31.7% | $167,990▲66.5% | 990 |
| 2016 | $415,653 | $314,756 | $100,897 | $100,897 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
3 grants to Rotary Zones 25 & 29 Foundation totaling $695K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2020 | $15,000 |
| The Rotary Foundation of Rotary International | Econ. and community develop.-humanitarian | 2018 | $27,269 |
| The Rotary Foundation of Rotary International | Economic and community development-humanitarian | 2017 | $652,613 |
Explore more
Data for Rotary Zones 25 & 29 Foundation (EIN 47-4676954) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.