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Nonprofiteer
← ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC

Form 990 for tax year 2023

Filed by ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC.

Totals

Total revenue
$132,119
Total expenses
$11,791
Contributions and grants received
$113,885
Grants paid
$0
Program service revenue
$0
Investment income
$11,819
Other revenue
$6,415
Total assets, end of year
$583,213
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$583,213
Program services expenses (Part IX)
$335
Management and general expenses
$11,456
Fundraising expenses
$0
Program service expenses (Part III)
$335

Program services were 2.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $21,790

  • 1f · All other contributions, gifts and grants

    $92,095

  • 1g · Noncash contributions included above

    $750

  • 3 · Investment income

    total $12,424 · excluded $12,424

  • 7b · Less cost or other basis and sales expenses

    securities $605

  • 7c · Gain or loss

    securities -$605

  • 7d · Net gain or loss

    total -$605 · excluded -$605

  • 8a · Fundraising events: gross income

    $9,360

  • 8a · Fundraising events: contributions included on line 1c

    $21,790

  • 8b · Fundraising events: direct expenses

    $11,480

  • 8c · Net income from fundraising events

    total -$2,120 · excluded -$2,120

  • 9a · Gaming: gross income

    $14,330

  • 9b · Gaming: direct expenses

    $5,795

  • 9c · Net income from gaming

    total $8,535 · excluded $8,535

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $2,750 · management and general $2,750

  • 11c · Fees: accounting

    total $1,250 · management and general $1,250

  • 11f · Fees: investment management

    total $7,174 · management and general $7,174

  • 13 · Office expenses

    total $335 · program services $335

  • 23 · Insurance

    total $274 · management and general $274

  • 24a · Other expenses: BANK CHARGES

    total $8 · management and general $8

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $26,753 · end of year $13,964

  • 11 · Investments: publicly traded securities

    beginning of year $383,433 · end of year $569,249

  • 27 · Net assets without donor restrictions

    beginning of year $410,186 · end of year $583,213

Mission and programs · 2023

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.

Activities or mission (Part I)

PROVIDE FUNDING IN SUPPORT OF THE ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT, INC'S NONPROFIT INITIATIVES.

  • 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.

    Expenses $335

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Steve Rice

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Barbara J Lucks

    SEC./TREAS.

    Total calculated
    $0
    Hours/week
    0.5

  • Bill McNeill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Luke Westerman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jason Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Greg Horton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Mark Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Brandon Welch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511359349310561

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