ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC (EIN 47-5475515)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-29
- IRS object ID
- 202400609349200345
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-29T15:30:43-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431109768 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPM CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 E REPUBLIC RD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475475515 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF SPRINGFIELD | BusinessNameLine1Txt |
| Business Name Line2 | SOUTHEAST ENDOWMENT INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1524 E PRIMROSE SUITE A | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR STEVE RICE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4178868606 | PhoneNum |
| Signature | 2024-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | RICE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH M SEIWERT CPA | PreparerPersonNm |
| PTIN | P00825444 | PTIN |
| Phone | 4178824300 | PhoneNum |
| Preparation | 2024-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.SEROTARYENDOWMENT.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $189,984 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $173,198 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $6,818 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $2,495 | SaleOfAssetsGrossAmt |
| Gain Or Loss From Sale Of Assets | $2,495 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $7,473 | GamingGrossIncomeAmt |
| Special Events Direct Expenses | $4,125 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $3,348 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $185,859 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $7,040 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $14 | OtherExpensesTotalAmt |
| Total Expenses | $7,054 | TotalExpensesAmt |
| Excess Or Deficit For Year | $178,805 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $206,658 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $24,723 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $410,186 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,658 | BOYAmt |
| EOY | $410,186 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,658 | BOYAmt |
| EOY | $410,186 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,658 | BOYAmt |
| EOY | $410,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PURPOSE - PROVIDE FUNDING IN SUPPORT OF THE ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT, INC'S NONPROFIT INITIATIVES. GOAL - THE GENERAL AREAS OF FOCUS FOR GRANTS FROM THE ENDOWMENT SHALL BE ADDRESSING THE ISSUES OF SPRINGFIELD AND THE SURROUNDING COMMUNITY, INCLUDING: POVERTY, CHILDREN'S ISSUES, CHILD ABUSE, HOUSING HUNGER, HEALTH, HYGIENE, EDUCATION, SAFETY, AND ROTARY'S SIX AREAS OF FOCUS, INCLUDING PEACE AND CONFLICT PREVENTION/RESOLUTION, DISEASE PREVENTION AND TREATMENT, WATER AND SANITATION, MATERNAL AND CHILD HEALTH, BASIC EDUCATION AND LITERACY, AND ECONOMIC AND COMMUNITY DEVELOPMENT. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | OUR PRIMARY ACCOMPLISHMENT HAS BEEN TO INCREASE THE BALANCE OF OUR FUNDS IN ORDER TO REACH OUR BY-LAW REQUIREMENT OF 500,000 INVESTMENT ASSETS. WHEN THIS IS ATTAINED, WE WILL BEGIN TO AWARD GRANTS. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $14 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DR STEVE RICE | ||
| PRESIDENT | 0.50 | $0 |
| BARBARA J LUCKS | ||
| SEC./TREAS. | 0.50 | $0 |
| BILL MCNEILL | ||
| DIRECTOR | 0.50 | $0 |
| LUKE WESTERMAN | ||
| DIRECTOR | 0.50 | $0 |
| JASON BROWN | ||
| DIRECTOR | 0.50 | $0 |
| GREG HORTON | ||
| DIRECTOR | 0.50 | $0 |
| MARK WALKER | ||
| DIRECTOR | 0.50 | $0 |
| BRANDON WELCH | ||
| DIRECTOR | 0.50 | $0 |
| BRENT DUNN | ||
| DIRECTOR | 0.50 | $0 |
| DOUG NICKELL RESIGNED | ||
| DIRECTOR | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4730 S NATIONAL AVE BLDG A1 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4178868606 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,198 | CurrentTaxYearAmt |
| Total | $324,994 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,198 | CurrentTaxYearAmt |
| Total | $324,994 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $163,814 | SubstantialContributorsTotAmt |
| Public Support Total170 | $161,180 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $6,818 | CurrentTaxYearAmt |
| Total | $6,818 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $3,348 | CurrentTaxYearAmt |
| Total | $3,348 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $335,160 | TotalSupportAmt |
| Public Support CY170 | 0.48090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.00020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE EXPENSES 14 TOTAL 14 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAIN 19,792 PRIOR PERIOD ADJUSTMENT 4,931 |
| FORM 990-EZ, PART III | PURPOSE - PROVIDE FUNDING IN SUPPORT OF THE ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT, INC'S NONPROFIT INITIATIVES. GOAL - THE GENERAL AREAS OF FOCUS FOR GRANTS FROM THE ENDOWMENT SHALL BE ADDRESSING THE ISSUES OF SPRINGFIELD AND THE SURROUNDING COMMUNITY, INCLUDING: POVERTY, CHILDREN'S ISSUES, CHILD ABUSE, HOUSING HUNGER, HEALTH, HYGIENE, EDUCATION, SAFETY, AND ROTARY'S SIX AREAS OF FOCUS, INCLUDING PEACE AND CONFLICT PREVENTION/RESOLUTION, DISEASE PREVENTION AND TREATMENT, WATER AND SANITATION, MATERNAL AND CHILD HEALTH, BASIC EDUCATION AND LITERACY, AND ECONOMIC AND COMMUNITY DEVELOPMENT. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | DURING THE YEAR, THE ORGANIZATION DID NOT RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. DURING THE YEAR, THE ORGANIZATION DID NOT PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |