ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC

EIN: 475475515 501(c)(3) Philanthropy & Grantmaking

SPRINGFIELD, MO

Total Revenue
$132,119
Total Expenses
$11,791
Total Assets
$583,213
Net Assets
$583,213
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
MO
Principal Officer
DR STEVE RICE
Phone
4178868606
Tax Period
2023-07-01 to 2024-06-30

ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $132K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $120K, a strong 91% operating margin.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $335

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $113,885
Program Service Revenue $0
Investment Income $11,819
Other Revenue $6,415
TOTAL REVENUE $132,119

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $335
Other Expenses $11,791
TOTAL EXPENSES $11,791

Year-over-Year Comparison

2023 2022 Change
Revenue $132,119 $185,859 -0.3%
Expenses $11,791 $7,054 +0.7%
Net Income $120,328 $178,805 -0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
10

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR STEVE RICE PRESIDENT 0.50
Officer Director
$0 $0 $0
BARBARA J LUCKS SEC./TREAS. 0.50
Officer Director
$0 $0 $0
BILL MCNEILL DIRECTOR 0.50
Director
$0 $0 $0
LUKE WESTERMAN DIRECTOR 0.50
Director
$0 $0 $0
JASON BROWN DIRECTOR 0.50
Director
$0 $0 $0
GREG HORTON DIRECTOR 0.50
Director
$0 $0 $0
MARK WALKER DIRECTOR 0.50
Director
$0 $0 $0
BRANDON WELCH DIRECTOR 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $132,119 $11,791 $583,213 $120,328
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