Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Rotary Club of Independence Mo Inc
EIN 43-6052948 • 501(c)4 • Independence, MO
Profile
Humanitarian services to community
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
71st percentile
Higher net margin than 71% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
94th percentile
Faster asset growth than 94% of similar nonprofits.
Revenue Growth
84th percentile
Faster revenue growth than 84% of similar nonprofits.
Balance Sheet
Assets
Up$38,306
Up $16,266 (+74%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
Up$38,306
Up $16,266 (+74%) from 2024
Revenue
Up$110,609
Up $27,622 (+33%) from 2024
Expenses
Up$94,343
Up $3,032 (+3.3%) from 2024
Net Income
Up$16,266
Up $24,590 (+295%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $38,306
- Liabilities
- $0
- Net assets
- $38,306
- Revenue
- $110,609
- Expenses
- $94,343
- Net income
- $16,266
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Sep 15, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $110,609
Mission and Program Overview
Mission
Humanitarian services to the community.
Humanitarian services to community
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Various community projects each under $5,000; assist and support mental health, clothing needs for poor and homeless, youth outdoor activities, support Juneteenth event, etc. | - | $31,185 |
| Dues to Rotary National and District to support world-wide humanitarian services. | - | $13,679 |
| Partner with Truman Heartland Community Fd. to provide community assistance in Eastern Jackson county for scholarships, job training, literacy, health and human needs. | - | $6,305 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Nancy Eppert | Assistant Secretary | - | $0 | - | - |
| Wendy Baird | Director | - | $0 | - | - |
| Kris Zerr | Past President | - | $0 | - | - |
| Lesley Siegfried | President Elect | PT | $0 | - | - |
| Diana Castillo | Director | - | $0 | - | - |
| Luke Davis | President | PT | $0 | - | - |
| Michelle Sumstad | Director | - | $0 | - | - |
| Ron Clemons | Director | - | $0 | - | - |
| Jeff McLaughlin | Secretary | PT | $0 | - | - |
| Marie Hudson | Director | - | $0 | - | - |
| Chris Gross | Treasurer | PT | $0 | - | - |
| Carl Anderson | Vice President | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary Club of Independence MO Inc
- EIN
- 43-6052948
- In Care Of
- % Luke Davis
- Phone
- 8167870313
- Address
- PO Box 176, Independence, MO 64051
Signing Officer
- Name
- Luke Davis
- Title
- President
- Phone
- 8168336650
- Signed
- 2025-09-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Jan K Troester CPA LLC
- Address
- 2421 SW Lilly Dr, Lees Summit, MO 64081
- Preparer
- Jan K Troester
- Phone
- 8165502259
Supplemental Narrative
Additional Explanations
List of grants and similar amounts paid Part I line 10
“Activity Various Community Projects each under $5000 Street Various City, State, Zip Independence, MO 64051Relationship None Amount 31,185Activity Dues to affiliated natl. and district organizationGrantee Rotary District and International Street One Rotary Center 1560 Sherman Ave City, State, Zip Evanston, IL 60201Relationship Affiliated natl and district organi Amount 13,679Activity Community assistance and student scholarships Grantee Truman Heartland Community FoundatiStreet 4200 Little Blue Parkway Suite 340 City, State, Zip Independence, MO 64057Relationship None Amount 6,305”
Description of other expenses Part I line 16
“Description AmountPins and Badges 94Chamber Dues 750Insurance 144Supplies 806Conferences 335Web Service 864Bank Fees 338”
Raw XML Appendix170 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Lesley Siegfried |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Diana Castillo |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Luke Davis |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Michelle Sumstad |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Ron Clemons |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Carl Anderson |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | President |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Vice President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 3331 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Humanitarian services to community |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 317 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 30888 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Partner with Truman Heartland Community Fd. to provide community assistance in Eastern Jackson county for scholarships, job training, literacy, health and human needs. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Various community projects each under $5,000; assist and support mental health, clothing needs for poor and homeless, youth outdoor activities, support Juneteenth event, etc. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Dues to Rotary National and District to support world-wide humanitarian services. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 6305 |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 13679 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 94343 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 51169 |
| IRS990EZ/TotalRevenueAmt | 0 | 110609 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | https://portal.clubrunner.ca/4659 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity Various Community Projects each under $5000 Street Various City, State, Zip Independence, MO 64051Relationship None Amount 31,185Activity Dues to affiliated natl. and district organizationGrantee Rotary District and International Street One Rotary Center 1560 Sherman Ave City, State, Zip Evanston, IL 60201Relationship Affiliated natl and district organi Amount 13,679Activity Community assistance and student scholarships Grantee Truman Heartland Community FoundatiStreet 4200 Little Blue Parkway Suite 340 City, State, Zip Independence, MO 64057Relationship None Amount 6,305 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountPins and Badges 94Chamber Dues 750Insurance 144Supplies 806Conferences 335Web Service 864Bank Fees 338 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LUKE DAVIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8168336650 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Rotary Club of Independence MO Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 436052948 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Luke Davis |
| ReturnHeader/Filer/PhoneNum | 0 | 8167870313 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 176 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Independence |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 64051 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Jan K Troester CPA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2421 SW Lilly Dr |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Lees Summit |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 64081 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8165502259 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-09-27 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAN K TROESTER |
| ReturnHeader/ReturnTs | 0 | 2025-09-27T13:43:26-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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