Civic Intelligence

Richmond Rotary Charitable Foundation

EIN 81-2870148 • 501(c)3 • Richmond, MO

Pub. 78 Eligible990-N Coverage

Profile

To organize and support fundraising activities to support the richmond rotary club and make distributions to organizations.

100 Woodson AveRichmond, MO 64085

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

30th percentile

-11%

Higher net margin than 30% 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

64th percentile

6.6%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

53rd percentile

0.7%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$62,587

Down $5,887 (-8.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$62,587

Down $5,887 (-8.6%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Down

$54,049

Down $14,485 (-21%) from 2024

Expenses

Up

$59,936

Up $1,437 (+2.5%) from 2024

Net Income

Down

-$5,887

Down $15,922 (-159%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$80K$60K$40K$20K$0Assets 2019: $33,065Liabilities 2019: $0Net Assets 2019: $33,0652019Assets 2020: $32,743Liabilities 2020: $0Net Assets 2020: $32,7432020Assets 2021: $38,632Liabilities 2021: $0Net Assets 2021: $38,6322021Assets 2022: $51,658Liabilities 2022: $0Net Assets 2022: $51,6582022Assets 2023: $58,439Liabilities 2023: $0Net Assets 2023: $58,4392023Assets 2024: $68,474Liabilities 2024: $0Net Assets 2024: $68,4742024Assets 2025: $62,587Net Assets 2025: $62,5872025

Highlighted filing

2025

Assets$62,587
Liabilities-
Net Assets$62,587
Open 2025 Filing

Operations Trend

Revenue Growth53rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2019: $35,765Expenses 2019: $4,406Net Income 2019: $31,3592019Revenue 2020: $46,004Expenses 2020: $46,326Net Income 2020: -$3222020Revenue 2021: $36,951Expenses 2021: $31,062Net Income 2021: $5,8892021Revenue 2022: $53,006Expenses 2022: $39,980Net Income 2022: $13,0262022Revenue 2023: $62,684Expenses 2023: $55,903Net Income 2023: $6,7812023Revenue 2024: $68,534Expenses 2024: $58,499Net Income 2024: $10,0352024Revenue 2025: $54,049Expenses 2025: $59,936Net Income 2025: -$5,8872025

Highlighted filing

2025

Revenue$54,049
Expenses$59,936
Net Income-$5,887
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$62,587
Liabilities
-
Net assets
$62,587
Revenue
$54,049
Expenses
$59,936
Net income
-$5,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$62.6$62.6$54.0$59.9$5.89
2024Detailed filing. Detailed filing data is available for this year.$68.5$0.00$68.5$68.5$58.5$10.0
2023Detailed filing. Detailed filing data is available for this year.$58.4$0.00$58.4$62.7$55.9$6.78
2022Detailed filing. Detailed filing data is available for this year.$51.7$0.00$51.7$53.0$40.0$13.0
2021Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$37.0$31.1$5.89
2020Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$46.0$46.3$0.32
2019Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$35.8$4.41$31.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.0
Gross Receipts
$94,429
Mission and Program Overview

Mission

To organize and support fundraising activities to support the richmond rotary club and make distributions to organizations.

Program Services

DescriptionGrantsExpenses
TO ORGANIZE AND SUPPORT FUNDRAISING ACTIVITIES TO SUPPORT THE RICHMOND ROTARY CLUB AND MAKE DISTRIBUTIONS TO ORGANIZATIONS.$58,966$59,936
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SCHMIDTPresident-$0--
MARK GUYVice Preside-$0--
MARGIE BOWMANSecretary-$0--
J ROB SWAFFORDTreasurer-$0--
DEBBIE CARTERDirector-$0--
WERNER MOENTMANNDirector-$0--
DANIELLE ROGERSDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Reverse Raffle$93,958$50,058$4,102$45,956
Total Events$93,958$50,058$40,380$9,678
Filing and Contact Details

Filer

Filer Name
Richmond Rotary Charitable
EIN
81-2870148
Phone
8165200046
Address
100 WOODSON AVE, RICHMOND, MO 64085

Signing Officer

Name
J Rob Swafford
Title
Treasurer
Phone
8165200046
Signed
2025-10-22

Preparer

Firm
Westbrook & Co Pc
Address
749 DRISKILL DR, RICHMOND, MO 64085-1608
Preparer
LEA ANN O'BRIEN
Phone
8167763584
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: richmond rotary club cash contribution: 6,500”

Form 990-ez, Part I, Line 16

“Expenses credit card fees 559 bank service fees 390 registration fees 21 total 970”

Form 990-ez, Part III

“To organize and support fundraising activities to support the richmond rotary club and make distributions to organizations.”

Raw XML Appendix183 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/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0970
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt09678
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059936
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IRS990EZ/TotalRevenueAmt054049
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0169215
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040380
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0REVERSE RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011200
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt010978
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04102
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: RICHMOND ROTARY CLUB CASH CONTRIBUTION: 6,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CREDIT CARD FEES 559 BANK SERVICE FEES 390 REGISTRATION FEES 21 TOTAL 970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ORGANIZE AND SUPPORT FUNDRAISING ACTIVITIES TO SUPPORT THE RICHMOND ROTARY CLUB AND MAKE DISTRIBUTIONS TO ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0J ROB SWAFFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08165200046
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHMOND ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0812870148
ReturnHeader/Filer/PhoneNum08165200046
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 WOODSON AVE
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064085
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431628835
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESTBROOK & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0749 DRISKILL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0640851608
ReturnHeader/PreparerPersonGrp/PhoneNum08167763584
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEA ANN O'BRIEN
ReturnHeader/ReturnTs02025-10-23T12:43:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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