Civic Intelligence

Stafford Rotary Foundation Inc

EIN 54-2056524 • 501(c)3 • Fredericksburg, VA

Profile

The rotary foundation of rotary international is a not-for-profit corporation that promotes world understanding through international humanitarian service programs and educational and cultural exchanges. It is supported solely by voluntary contributions from rotarians and others who share its vision of a better world.

PO Box 5575Fredericksburg, VA 22403

www.staffordrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-62%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$27,151

Up $6,084 (+29%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$27,151

Up $6,084 (+29%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin96th percentile

Revenue

Down

$7,244

Down $11,689 (-62%) from 2024

Expenses

Down

$1,160

Down $23,409 (-95%) from 2024

Net Income

Up

$6,084

Up $11,720 (+208%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2015: $24,630Liabilities 2015: $3,2532015Assets 2016: $23,742Liabilities 2016: $0Net Assets 2016: $23,7422016Assets 2017: $25,689Liabilities 2017: $0Net Assets 2017: $25,6892017Assets 2018: $79,227Liabilities 2018: $0Net Assets 2018: $79,2272018Assets 2019: $79,696Liabilities 2019: $0Net Assets 2019: $79,6962019Assets 2020: $52,306Liabilities 2020: $0Net Assets 2020: $52,3062020Assets 2021: $51,665Liabilities 2021: $0Net Assets 2021: $51,6652021Assets 2022: $35,833Liabilities 2022: $0Net Assets 2022: $35,8332022Assets 2023: $26,703Liabilities 2023: $0Net Assets 2023: $26,7032023Assets 2024: $21,067Liabilities 2024: $0Net Assets 2024: $21,0672024Assets 2025: $27,151Liabilities 2025: $0Net Assets 2025: $27,1512025

Highlighted filing

2025

Assets$27,151
Liabilities$0
Net Assets$27,151
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2015: -$33,695Expenses 2015: $31,598Net Income 2015: -$65,2932015Revenue 2016: $29,103Expenses 2016: $20,940Net Income 2016: $8,1632016Revenue 2017: $34,879Expenses 2017: $32,932Net Income 2017: $1,9472017Revenue 2018: $76,169Expenses 2018: $22,631Net Income 2018: $53,5382018Revenue 2019: $47,827Expenses 2019: $47,358Net Income 2019: $4692019Revenue 2020: $20,968Expenses 2020: $48,358Net Income 2020: -$27,3902020Revenue 2021: $9,970Expenses 2021: $10,611Net Income 2021: -$6412021Revenue 2022: $7,365Expenses 2022: $23,197Net Income 2022: -$15,8322022Revenue 2023: $13,868Expenses 2023: $22,998Net Income 2023: -$9,1302023Revenue 2024: $18,933Expenses 2024: $24,569Net Income 2024: -$5,6362024Revenue 2025: $7,244Expenses 2025: $1,160Net Income 2025: $6,0842025

Highlighted filing

2025

Revenue$7,244
Expenses$1,160
Net Income$6,084
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,151
Liabilities
$0
Net assets
$27,151
Revenue
$7,244
Expenses
$1,160
Net income
$6,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$7.24$1.16$6.08
2024Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$18.9$24.6$5.64
2023Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$13.9$23.0$9.13
2022Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$7.37$23.2$15.8
2021Detailed filing. Detailed filing data is available for this year.$51.7$0.00$51.7$9.97$10.6$0.64
2020Detailed filing. Detailed filing data is available for this year.$52.3$0.00$52.3$21.0$48.4$27.4
2019Detailed filing. Detailed filing data is available for this year.$79.7$0.00$79.7$47.8$47.4$0.47
2018Detailed filing. Detailed filing data is available for this year.$79.2$0.00$79.2$76.2$22.6$53.5
2017Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$34.9$32.9$1.95
2016Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$29.1$20.9$8.16
2015Summary only. Only limited summary data is available for this year.$24.6$3.25$33.7$31.6$65.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$7,244
Mission and Program Overview

Mission

The rotary foundation of rotary international is a not-for-profit corporation that promotes world understanding through international humanitarian service programs and educational and cultural exchanges. It is supported solely by voluntary contributions from rotarians and others who share its vision of a better world.

Program Services

DescriptionGrantsExpenses
THROUGH ITS EDUCATIONAL PROGRAMS, THE FOUNDATION PROVIDES FUNDING FOR SOME 1,200 STUDENTS TO STUDY ABROAD EACH YEAR. GRANTS ARE ALSO AWARDED TO UNIVERSITY TEACHERS TO TEACH IN DEVELOPING COUNTRIES AND FOR EXCHANGES OF BUSINESS AND PROFESSIONAL PEOPLE.$0$0
THE FOUNDATION'S HUMANITARIAN PROGRAMS FUND INTERNATIONAL ROTARY CLUB AND DISTRICT PROJECTS TO IMPROVE THE QUALITY OF LIFE, PROVIDING HEALTH CARE, CLEAN WATER, FOOD, EDUCATION, AND OTHER ESSENTIAL NEEDS PRIMARILY IN THE DEVELOPING WORLD. ONE OF THE MAJOR HUMANITARIAN PROGRAMS IS POLIOPLUS, WHICH SEEKS TO ERADICATE THE POLIO VIRUS WORLDWIDE.$0$0
THE FOUNDATION ALSO SUPPORTS THE COMMUNITY THROUGH ASSISTING THE NEEDY AND OTHER ASSOCIATIONS AND CHARITIES.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA SCHLEEFChairPT$0--
MICHAEL SMITHTreasurer-$0--
WILLIAM LAWSSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Stafford Rotary Foundation Inc
EIN
54-2056524
Phone
5408459927
Address
PO BOX 5575, FREDERICKSBURG, VA 22403

Signing Officer

Name
Debra Schleef
Title
Chair
Phone
5408459927
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Bishop Farmer & Co Llp
Address
1207 CHARLES STREET, FREDERICKSBURG, VA 22401
Preparer
Elaine Farmer
Phone
5403738973
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 12.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: youth services/scholarships. Grantee name: sponsorship. Amount given: 700.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: rotary club. Amount: 25.”

Raw XML Appendix161 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM LAWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL IS A NOT-FOR-PROFIT CORPORATION THAT PROMOTES WORLD UNDERSTANDING THROUGH INTERNATIONAL HUMANITARIAN SERVICE PROGRAMS AND EDUCATIONAL AND CULTURAL EXCHANGES. IT IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND OTHERS WHO SHARE ITS VISION OF A BETTER WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THROUGH ITS EDUCATIONAL PROGRAMS, THE FOUNDATION PROVIDES FUNDING FOR SOME 1,200 STUDENTS TO STUDY ABROAD EACH YEAR. GRANTS ARE ALSO AWARDED TO UNIVERSITY TEACHERS TO TEACH IN DEVELOPING COUNTRIES AND FOR EXCHANGES OF BUSINESS AND PROFESSIONAL PEOPLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE FOUNDATION'S HUMANITARIAN PROGRAMS FUND INTERNATIONAL ROTARY CLUB AND DISTRICT PROJECTS TO IMPROVE THE QUALITY OF LIFE, PROVIDING HEALTH CARE, CLEAN WATER, FOOD, EDUCATION, AND OTHER ESSENTIAL NEEDS PRIMARILY IN THE DEVELOPING WORLD. ONE OF THE MAJOR HUMANITARIAN PROGRAMS IS POLIOPLUS, WHICH SEEKS TO ERADICATE THE POLIO VIRUS WORLDWIDE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE FOUNDATION ALSO SUPPORTS THE COMMUNITY THROUGH ASSISTING THE NEEDY AND OTHER ASSOCIATIONS AND CHARITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09963
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: YOUTH SERVICES/SCHOLARSHIPS. GRANTEE NAME: SPONSORSHIP. AMOUNT GIVEN: 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ROTARY CLUB. AMOUNT: 25.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA SCHLEEF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05408459927
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STAFFORD ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STAF
ReturnHeader/Filer/EIN0542056524
ReturnHeader/Filer/PhoneNum05408459927
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5575
ReturnHeader/Filer/USAddress/CityNm0FREDERICKSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BISHOP FARMER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01207 CHARLES STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREDERICKSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022401
ReturnHeader/PreparerPersonGrp/PhoneNum05403738973
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE FARMER
ReturnHeader/ReturnTs02025-11-06T15:51:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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