Nonprofit · EIN 47-5475515
ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC
Tax-exempt · SPRINGFIELD, MO 65804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $76,216 | $41,218 | $34,998 | $671,114 | $0 | $671,114 |
| June 30, 2024 | 990 | $132,119 | $11,791 | $120,328 | $583,213 | $0 | $583,213 |
| June 30, 2023 | 990-EZ | $185,859 | $7,054 | $178,805 | $410,186 | – | $410,186 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $50,985
- Program service revenue
- $0
- Investment income
- $19,777
- Net gain from sales of assets
- $6,475
- Net income from fundraising events
- $5,454
- Other revenue
- $5,454
Expenses
- Grants and similar amounts paid
- $28,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,050
- Program services (functional)
- $29,723
- Management and general (functional)
- $11,495
Balance sheet and other
- Total assets, start of year
- $583,213
- Total assets, end of year
- $671,114
- Total liabilities, end of year
- $0
- Net assets, end of year
- $671,114
- Publicly traded securities
- $648,130
- Net assets without donor restrictions
- $671,114
- Gross receipts
- $92,336
- Employees
- 0
- Volunteers
- 11
- Year formed
- 2015
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR STEVE RICE | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| MEREDITH BOSSO | SEC./TREAS. Trustee or director, Officer | 0.5 | $0 |
| BARBARA LUCKS | PAST SEC./TREAS. Trustee or director | 0.5 | $0 |
| BILL MCNEILL | DIRECTOR Trustee or director | 0.5 | $0 |
| LUKE WESTERMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| GREG HORTON | DIRECTOR Trustee or director | 0.5 | $0 |
| MARK WALKER | DIRECTOR Trustee or director | 0.5 | $0 |
| BRANDON WELCH | DIRECTOR Trustee or director | 0.5 | $0 |
| BRENT DUNN | DIRECTOR Trustee or director | 0.5 | $0 |
| LISA BLUMENSTOCK | DIRECTOR Trustee or director | 0.5 | $0 |
| JASON BROWN RESIGNED | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR STEVE RICE | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| BARBARA J LUCKS | SEC./TREAS. Trustee or director, Officer | 0.5 | $0 |
| BILL MCNEILL | DIRECTOR Trustee or director | 0.5 | $0 |
| LUKE WESTERMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| JASON BROWN | DIRECTOR Trustee or director | 0.5 | $0 |
| GREG HORTON | DIRECTOR Trustee or director | 0.5 | $0 |
| MARK WALKER | DIRECTOR Trustee or director | 0.5 | $0 |
| BRANDON WELCH | DIRECTOR Trustee or director | 0.5 | $0 |
990-EZ for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR STEVE RICE | PRESIDENT | 0.5 | $0 |
| BARBARA J LUCKS | SEC./TREAS. | 0.5 | $0 |
| BILL MCNEILL | DIRECTOR | 0.5 | $0 |
| LUKE WESTERMAN | DIRECTOR | 0.5 | $0 |
| JASON BROWN | DIRECTOR | 0.5 | $0 |
| GREG HORTON | DIRECTOR | 0.5 | $0 |
| MARK WALKER | DIRECTOR | 0.5 | $0 |
| BRANDON WELCH | DIRECTOR | 0.5 | $0 |
| BRENT DUNN | DIRECTOR | 0.5 | $0 |
| DOUG NICKELL RESIGNED | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1524 E PRIMROSE ST STE A, SPRINGFIELD, MO 65804-7915
- Mailing address (990-N for 2021)
- 1717 E REPUBLIC ROAD SUITE A, SPRINGFIELD MO 65804
- Principal officer (990 for 2024)
- DR STEVE RICE, 1524 E PRIMROSE SUITE A, SPRINGFIELD, MO 65804
- Principal officer (990-N for 2021)
- RICK VAN PELT, 1524 E PRIMROSE ST STE A, SPRINGFIELD MO 65804
- Signed the 990
- DR STEVE RICE, PRESIDENT
- Phone
- (417) 886-8606
- Website
- WWW.SEROTARYENDOWMENT.ORG
- Return prepared by
- KPM CPAS LLC
Mission
PURPOSE - PROVIDE FUNDING IN SUPPORT OF THE ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT, INC'S NONPROFIT INITIATIVES. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.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.
Program accomplishments
- 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. THIS WAS ATTAINED DURING THE CURRENT YEAR AND WE HAVE BEGUN TO AWARD GRANTS.Expenses $29,723 · grants $28,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-5475515
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $671,114
- Income (IRS master file)
- $92,336
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $76,216 | $41,218 | $671,114 | IRS |
| 990 | June 2024 | $132,119 | $11,791 | $583,213 | IRS |
| 990-EZ | June 2023 | $185,859 | $7,054 | $410,186 | XML |
| 990-N for 2021 Officer: RICK VAN PELT | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: RICK VAN PELT | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: RICK VAN PELT | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: RICK VAN PELT | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-5475515).
Questions about ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC
- What is the EIN of ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC?
- The employer identification number (EIN) of ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC is 47-5475515.
- Is ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC?
- The 990 for the year ended June 30, 2025 names DR STEVE RICE.
- Who are the officers and directors of ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $76,216, expenses of $41,218 and total assets of $671,114 at year end.
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