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Nonprofit · EIN 47-3662930

RETAIL JEWELERS ORGANIZATION FOUNDATION

Tax-exempt · NEWTON, IA 50208

Financials

$143K$36K2025
Revenue Expenses · by fiscal year end
Financials of RETAIL JEWELERS ORGANIZATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$142,803$35,584$107,219$462,220$0$462,220
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$109,957
Investment income
$16,763
Net income from fundraising events
$11,465
Net income from sales of inventory
$4,618

Expenses

Grants and similar amounts paid
$34,370
Compensation of officers, directors and key employees
$0
Other expenses
$1,214
Program services (functional)
$34,561

Balance sheet and other

Total assets, start of year
$333,066
Total assets, end of year
$462,220
Total liabilities, end of year
$0
Net assets, end of year
$462,220
Cash, savings and investments
$154,666
Gross receipts
$190,424

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KYMBERLEE SETTERBERGPRESIDENT1$0
AMY MEFFORDVICE PRESIDENT0.8$0
MARK CORMIERTREASURER0.8$0
DEB BORGEMOENDIRECTOR0.8$0
ELLIOTT HERZLICHDIRECTOR0.8$0
JIMMY LAWSONDIRECTOR0.2$0
MARK LORENDIRECTOR0.2$0
LENNY PRIONDIRECTOR0.2$0
CARRIE VOLPDIRECTOR0.3$0
SARAH STREBEXECUTIVE DIRECTOR5$0
CONNIE MILLERASSISTANT EXECUTIVE DIRECTOR5$0

Address and contacts

Address (IRS master file)
115 W 4TH ST N, NEWTON, IA 50208-3023
In care of
% RJO FOUNDATION
Mailing address (990-N for 2024)
115 W 4th St N, Newton IA 50208
Principal officer (990-N for 2024)
Sarah Streb, 115 W 4th St N, Newton IA 50208
Signed the 990-EZ
SARAH STREB, EXECUTIVE DIRECTOR
Phone
(641) 792-4900
Return prepared by
RSM US LLP

Mission

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.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • 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
    Expenses $33,561 · grants $33,370
  • 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.
    Expenses $1,000 · grants $1,000

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-N on file
2023December 31, 2023May 15, 2024990-N on file

IRS record

EIN
47-3662930
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2015
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$462,220
Income (IRS master file)
$190,424

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$142,803$35,584$462,220XML
990-N for 2024
Officer: Sarah Streb
December 31, 2024≤ $50,000 receipts––e-Postcard
990-N for 2023
Officer: Sarah Streb
December 31, 2023≤ $50,000 receipts––e-Postcard
990-N for 2022
Officer: Sarah Streb
December 31, 2022≤ $50,000 receipts––e-Postcard
990-N for 2021
Officer: Sarah Streb
December 31, 2021≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: Sarah Streb
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Sarah Streb
December 31, 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 47-3662930).

Questions about RETAIL JEWELERS ORGANIZATION FOUNDATION

What is the EIN of RETAIL JEWELERS ORGANIZATION FOUNDATION?
The employer identification number (EIN) of RETAIL JEWELERS ORGANIZATION FOUNDATION is 47-3662930.
Is RETAIL JEWELERS ORGANIZATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to RETAIL JEWELERS ORGANIZATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does RETAIL JEWELERS ORGANIZATION FOUNDATION 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 RETAIL JEWELERS ORGANIZATION FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RETAIL JEWELERS ORGANIZATION FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of RETAIL JEWELERS ORGANIZATION FOUNDATION?
The 990-N for 2024 names Sarah Streb.
Who are the officers and directors of RETAIL JEWELERS ORGANIZATION FOUNDATION?
The 990-EZ for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does RETAIL JEWELERS ORGANIZATION FOUNDATION have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $142,803, expenses of $35,584 and total assets of $462,220 at year end.

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