Civic Intelligence

Richmond Rotary Charitable Foundation

990EZ • Fiscal year 2021 • EIN 81-2870148

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 07, 2021

Organization ProfileN/A
100 Woodson AveRichmond, MO 64085

(816) 520-0046

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

60th percentile

16%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

64th percentile

18%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

-20%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$38,632

Up $5,889 (+18%) from 2020

Net Assets

Up

$38,632

Up $5,889 (+18%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin60th percentile

Revenue

Down

$36,951

Down $9,053 (-20%) from 2020

Expenses

Down

$31,062

Down $15,264 (-33%) from 2020

Net Income

Up

$5,889

Up $6,211 (+1929%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$38,632
Liabilities$0
Net Assets$38,632
Open 2021 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$36,951
Expenses$31,062
Net Income$5,889
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 7, 2021
Return Version
2020v4.0
Gross Receipts
$57,363
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.$29,575$31,062
Compensation and Service Providers
Top Officer Pay77th 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$56,773$56,773$2,095$54,678
Total Events$56,773$56,773$20,412$36,361
Filing and Contact Details

Filer

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

Signing Officer

Name
J Rob Swafford
Title
Treasurer
Phone
8165200046
Signed
2021-09-07

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: 9,875”

Form 990-ez, Part I, Line 16

“Expenses bank service fees 1,487 total 1,487”

Form 990-ez, Part III

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

Raw XML Appendix176 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JAMES SCHMIDT
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARK GUY
CompensationExplanation/CompensationExplanationGrp/PersonNm2MARGIE BOWMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3J ROB SWAFFORD
CompensationExplanation/CompensationExplanationGrp/PersonNm4DEBBIE CARTER
CompensationExplanation/CompensationExplanationGrp/PersonNm5WERNER MOENTMANN
CompensationExplanation/CompensationExplanationGrp/PersonNm6DANIELLE ROGERS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0J ROB SWAFFORD
IRS990EZ/BooksInCareOfDetail/PhoneNum08165200046
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010201 GREAT CANADIAN LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032743
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038632
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0300
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05889
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032743
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt029575
IRS990EZ/GrossReceiptsAmt057363
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032743
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038632
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032743
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK GUY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGIE BOWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3J ROB SWAFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEBBIE CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WERNER MOENTMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANIELLE ROGERS
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/OtherExpensesTotalAmt01487
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ORGANIZE AND SUPPORT FUNDRAISING ACTIVITIES TO SUPPORT THE RICHMOND ROTARY CLUB AND MAKE DISTRIBUTIONS TO ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ORGANIZE AND SUPPORT FUNDRAISING ACTIVITIES TO SUPPORT THE RICHMOND ROTARY CLUB AND MAKE DISTRIBUTIONS TO ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029575
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031062
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020412
IRS990EZ/SpecialEventsNetIncomeLossAmt036361
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031062
IRS990EZ/TotalProgramServiceExpensesAmt031062
IRS990EZ/TotalRevenueAmt036951
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0290
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0180
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0720
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0176855
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0290
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0720
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99600
IRS990ScheduleA/PublicSupportPY509Pct00.99650
IRS990ScheduleA/PublicSupportTotal509Amt0178881
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057073
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056065
IRS990ScheduleA/Total509Grp/TotalAmt0178881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056245
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0179601
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt011300
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt011300
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020412
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0REVERSE RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02580
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056773
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036361
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04437
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04437
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02095
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: RICHMOND ROTARY CLUB CASH CONTRIBUTION: 9,875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK SERVICE FEES 1,487 TOTAL 1,487
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0J ROB SWAFFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08165200046
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHMOND ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0812870148
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 WOODSON AVE
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064085
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/PreparationDt02021-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEA ANN O'BRIEN
ReturnHeader/ReturnTs02021-09-08T11:44:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWAFFORD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,632
Liabilities
$0
Net assets
$38,632
Revenue
$36,951
Expenses
$31,062
Net income
$5,889
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