Civic Intelligence

Richmond Rotary Charitable Foundation

990EZ • Fiscal year 2022 • EIN 81-2870148

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 28, 2022

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

75th percentile

25%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

79th percentile

34%

Faster asset growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

43%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$51,658

Up $13,026 (+34%) from 2021

Net Assets

Up

$51,658

Up $13,026 (+34%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin75th percentile

Revenue

Up

$53,006

Up $16,055 (+43%) from 2021

Expenses

Up

$39,980

Up $8,918 (+29%) from 2021

Net Income

Up

$13,026

Up $7,137 (+121%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2022

Assets$51,658
Liabilities$0
Net Assets$51,658
Open 2022 Filing

Operations Trend

Revenue Growth71st 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

2022

Revenue$53,006
Expenses$39,980
Net Income$13,026
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 28, 2022
Return Version
2021v4.0
Gross Receipts
$80,717
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.$38,769$39,980
Compensation and Service Providers
Top Officer Pay78th 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$79,435$43,700$3,300$40,400
Total Events$79,435$43,700$27,711$15,989
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
2022-10-28

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: 17,000”

Form 990-ez, Part I, Line 16

“Expenses insurance expense 97 bank service fees 1,114 total 1,211”

Form 990-ez, Part III

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

Raw XML Appendix177 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
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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/OtherExpensesTotalAmt01211
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ORGANIZE AND SUPPORT FUNDRAISING ACTIVITIES TO SUPPORT THE RICHMOND ROTARY CLUB AND MAKE DISTRIBUTIONS TO ORGANIZATIONS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038769
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt015989
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039980
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IRS990EZ/TotalRevenueAmt053006
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038761
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0282
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043700
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0282
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01002
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99620
IRS990ScheduleA/PublicSupportPY509Pct00.99600
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027711
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0REVERSE RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04063
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015989
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt07798
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03300
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: RICHMOND ROTARY CLUB CASH CONTRIBUTION: 17,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE EXPENSE 97 BANK SERVICE FEES 1,114 TOTAL 1,211
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/SignatureDt02022-10-28
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/PreparationDt02022-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEA ANN O'BRIEN
ReturnHeader/ReturnTs02022-10-28T12:28:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWAFFORD
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,658
Liabilities
$0
Net assets
$51,658
Revenue
$53,006
Expenses
$39,980
Net income
$13,026
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