2026-09-23T10:11:32-05:00 2025-12-31 420714325 RSM US LLP 201 FIRST ST SE STE 800 CEDAR RAPIDS IA 524011425 990EZ 2025-01-01 473662930 RETAIL JEWELERS ORGANIZATION FOUNDATION RETA 6417924900 115 W 4TH ST N NEWTON IA 50208 SARAH STREB EXECUTIVE DIRECTOR 6417924900 2026-09-21 1 SHAWNA HULS P01315330 3192985333 2026-09-21 2025 X X N/A X X 190424 X 109957 16763 9660 47620 45815 11465 6424 1806 4618 142803 34370 1214 35584 107219 333066 21935 462220 X 111825 154666 221241 307554 333066 462220 0 0 333066 462220 X THE RJO FOUNDATION SUPPORTS THE ADVANCEMENT OF THE JEWELRY INDUSTRY BY MOBILIZING THE GIVING POWER OF ITS MEMBERS AND VENDORS TO CONTINUE TO MAKE AN IMPACT. SCHOLARSHIP PROGRAM - THE RJO FOUNDATION OFFERS SCHOLARSHIPS TWO TIMES PER YEAR TO TO RJO RETAIL OWNERS, VENDOR OWNERS AND THEIR EMPLOYEES TO SUPPORT THE ADVANCEMENT OF THE JEWELRY INDUSTRY 33370 33561 DISASTER RELIEF PROGRAM - THE RJO FOUNDATION HELPS RJO MEMBERS, VENDORS, AND THEIR FAMILIES RECOVER FROM NATURAL DISASTERS OR UNEXPECTED CRISES, OFFERING CRITICAL RESOURCES WHEN IT MATTERS MOST. 1000 1000 34561 KYMBERLEE SETTERBERG PRESIDENT 1.00 0 0 0 AMY MEFFORD VICE PRESIDENT 0.80 0 0 0 MARK CORMIER TREASURER 0.80 0 0 0 DEB BORGEMOEN DIRECTOR 0.80 0 0 0 ELLIOTT HERZLICH DIRECTOR 0.80 0 0 0 JIMMY LAWSON DIRECTOR 0.20 0 0 0 MARK LOREN DIRECTOR 0.20 0 0 0 LENNY PRION DIRECTOR 0.20 0 0 0 CARRIE VOLP DIRECTOR 0.30 0 0 0 SARAH STREB EXECUTIVE DIRECTOR 5.00 0 0 0 CONNIE MILLER ASSISTANT EXECUTIVE DIRECTOR 5.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 CONNIE MILLER 115 W 4TH ST N NEWTON IA 50208 6417924900 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 47441 48193 74059 106877 109957 386527 47441 48193 74059 106877 109957 386527 139079 247448 3481 2658 5193 12330 16763 40425 426952 0.57960 0.58080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 GOLF TOURNAMENT 26957 15377 11580 14009 4261 668 GAME NIGHT 18820 8000 10820 2989 8893 4320 2 39138 13918 25220 6875 3503 296 84915 37295 47620 6875 20501 13154 5284 45814 1806 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT INCOME. AMOUNT: 16,763. FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY INCOME: GROSS RECEIPTS: 6,424. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 1,806. GROSS PROFIT: 4,618. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 1,806. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 1,806. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP PROGRAM - SCHOLARSHIPS TO INDIVIDUALS < $5,000 EACH. GRANTEE NAME: VARIOUS INDIVIDUALS - SCHOLARSHIPS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 33,370. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: DISASTER RELIEF PROGRAM - GRANTS TO INDIVIDUALS < $5,000 EACH. GRANTEE NAME: VARIOUS INDIVIDUALS - DISASTER RELIEF. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 34,370. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CREDIT CARD FEES. AMOUNT: 1,023. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 191. TOTAL TO FORM 990-EZ, LINE 16: 1,214. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN. AMOUNT: 21,935. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 221,241. END OF YEAR AMOUNT: 307,554. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.