Civic Intelligence

Richmond Rotary Charitable Foundation

990EZ • Fiscal year 2023 • EIN 81-2870148

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 17, 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

18%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$58,439

Up $6,781 (+13%) from 2022

Net Assets

Up

$58,439

Up $6,781 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin63rd percentile

Revenue

Up

$62,684

Up $9,678 (+18%) from 2022

Expenses

Up

$55,903

Up $15,923 (+40%) from 2022

Net Income

Down

$6,781

Down $6,245 (-48%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2023

Assets$58,439
Liabilities$0
Net Assets$58,439
Open 2023 Filing

Operations Trend

Revenue Growth64th 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

2023

Revenue$62,684
Expenses$55,903
Net Income$6,781
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 17, 2023
Return Version
2022v5.0
Gross Receipts
$91,749
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.$55,452$55,882
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$91,309$48,724$2,162$46,562
Total Events$91,309$48,724$29,065$19,659
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
2023-10-17

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: 10,250”

Form 990-ez, Part I, Line 16

“Expenses registration fees 21 credit card fees 430 total 451”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0J ROB SWAFFORD
IRS990EZ/BooksInCareOfDetail/PhoneNum08165200046
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051658
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058439
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IRS990EZ/MethodOfAccountingCashInd0X
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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/OtherExpensesTotalAmt0451
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/GrantsAndAllocationsAmt055452
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055882
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029065
IRS990EZ/SpecialEventsNetIncomeLossAmt019659
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055903
IRS990EZ/TotalProgramServiceExpensesAmt055882
IRS990EZ/TotalRevenueAmt062684
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt081346
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0282
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0290
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0180
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0269279
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0440
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0282
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0290
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01442
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99590
IRS990ScheduleA/PublicSupportPY509Pct00.99620
IRS990ScheduleA/PublicSupportTotal509Amt0350625
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091309
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056245
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0352067
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt014100
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt014100
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt042585
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt042585
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029065
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0REVERSE RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06800
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt091309
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048724
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019659
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt06003
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt06003
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02162
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: RICHMOND ROTARY CLUB CASH CONTRIBUTION: 10,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES REGISTRATION FEES 21 CREDIT CARD FEES 430 TOTAL 451
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0J ROB SWAFFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08165200046
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHMOND ROTARY CHARITABLE
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/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/PreparationDt02023-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEA ANN O'BRIEN
ReturnHeader/ReturnTs02023-10-17T15:53:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWAFFORD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,439
Liabilities
$0
Net assets
$58,439
Revenue
$62,684
Expenses
$55,903
Net income
$6,781
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits