Liabilities / Assets
93rd percentile
Higher debt load relative to assets than 93% of similar nonprofits.
Rotary International South Richmond Rota
EIN 54-6073923 • 501(c)4 • Richmond, VA
Profile
To inform club members of the ongoing projects of the rotary foundation.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.63x
Liabilities / Revenue
89th percentile
Higher debt load relative to revenue than 89% of similar nonprofits.
Net Margin
66th percentile
Higher net margin than 66% 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
96th percentile
Faster asset growth than 96% of similar nonprofits.
Revenue Growth
84th percentile
Faster revenue growth than 84% of similar nonprofits.
Balance Sheet
Assets
Up$38,591
Up $21,305 (+123%) from 2024
Liabilities
Up$24,190
Up $14,711 (+155%) from 2024
Net Assets
Up$14,401
Up $6,594 (+84%) from 2024
Revenue
Up$63,747
Up $16,781 (+36%) from 2024
Expenses
Down$57,153
Down $3,660 (-6.0%) from 2024
Net Income
Up$6,594
Up $20,441 (+148%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $38,591
- Liabilities
- $24,190
- Net assets
- $14,401
- Revenue
- $63,747
- Expenses
- $57,153
- Net income
- $6,594
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 17, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $63,747
Mission and Program Overview
Mission
To inform club members of the ongoing projects of the rotary foundation
To inform club members of the ongoing projects of the rotary foundation.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| CLUB ACTIVITIES FOR THE PROMOTION OF SOCIAL WELFARE NUMBER OF PERSONS BENEFITED = APPROXIMATELY 100 | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JULIAN CORY METTS IV | President | - | $0 | - | - |
| ADAM FOSTER | President Elect | - | $0 | - | - |
| ALAN TODD | Past President | - | $0 | - | - |
| ERIC HIGH | Secretary | - | $0 | - | - |
| JAY SWEDENBORG | Club Executive Secretary | PT | $0 | - | - |
| CHARLES F BROWN | Treasurer | - | $0 | - | - |
| RAY MOORE | Sergeant-At-Arms | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary International South Richmond Rota
- EIN
- 54-6073923
- Phone
- 8043018060
- Address
- PO BOX 29146, RICHMOND, VA 23242
Signing Officer
- Name
- Jacob Favaro
- Title
- Member
- Phone
- 8043018060
- Signed
- 2025-11-17
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Brown Edwards & Company Llp
- Address
- 4951 LAKE BROOK DRIVE SUITE 375, GLEN ALLEN, VA 23060
- Preparer
- Jacob Favaro
- Phone
- 8042826000
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: dues. Amount: 1,027. Description: office expense. Amount: 5,468. Description: rotary international dues. Amount: 5,993. Description: payroll taxes. Amount: 542. Description: program expenses. Amount: 1,825. Description: conference expense. Amount: 2,506. Total to form 990-ez, line 16: 17,361.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: due from srr speakers forum. Beg. Of year amount: 1,725. End of year amount: 225.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: payroll taxes. Beg. Of year amount: 164. End of year amount: 115. Description: due to foundation. Beg. Of year amount: 9,315. End of year amount: 24,075.”
Raw XML Appendix140 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 33115 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE CORPORATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8043018060 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 29146 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | RICHMOND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 23242 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 15561 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 38366 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 6594 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 6433 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 17286 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 38591 |
| IRS990EZ/GrossReceiptsAmt | 0 | 63747 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 26660 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 7807 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 14401 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 7807 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 14401 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JULIAN CORY METTS IV |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ADAM FOSTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ALAN TODD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ERIC HIGH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JAY SWEDENBORG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CHARLES F BROWN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | RAY MOORE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | CLUB EXECUTIVE SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | SERGEANT-AT-ARMS |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1725 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 225 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 17361 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO INFORM CLUB MEMBERS OF THE ONGOING PROJECTS OF THE ROTARY FOUNDATION. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 244 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 37087 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CLUB ACTIVITIES FOR THE PROMOTION OF SOCIAL WELFARE NUMBER OF PERSONS BENEFITED = APPROXIMATELY 100 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 9479 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 24190 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 57153 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 63747 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DUES. AMOUNT: 1,027. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 5,468. DESCRIPTION: ROTARY INTERNATIONAL DUES. AMOUNT: 5,993. DESCRIPTION: PAYROLL TAXES. AMOUNT: 542. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 1,825. DESCRIPTION: CONFERENCE EXPENSE. AMOUNT: 2,506. TOTAL TO FORM 990-EZ, LINE 16: 17,361. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: DUE FROM SRR SPEAKERS FORUM. BEG. OF YEAR AMOUNT: 1,725. END OF YEAR AMOUNT: 225. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: PAYROLL TAXES. BEG. OF YEAR AMOUNT: 164. END OF YEAR AMOUNT: 115. DESCRIPTION: DUE TO FOUNDATION. BEG. OF YEAR AMOUNT: 9,315. END OF YEAR AMOUNT: 24,075. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JACOB FAVARO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | MEMBER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8043018060 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL SOUTH RICHMOND ROTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 546073923 |
| ReturnHeader/Filer/PhoneNum | 0 | 8043018060 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 29146 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | RICHMOND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 23242 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 540504608 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BROWN EDWARDS & COMPANY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4951 LAKE BROOK DRIVE SUITE 375 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | GLEN ALLEN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 23060 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8042826000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JACOB FAVARO |
| ReturnHeader/ReturnTs | 0 | 2025-11-17T11:00:58-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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