Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 47-2278076 • 501(c)3 • Longboat Key, FL
Profile
To promote social welfare and the common good of the local community, greater community, and the world by creating charitable and educational programs and supporting the good works of other charitable organizations
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
12th percentile
Higher net margin than 12% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
18th percentile
Faster revenue growth than 18% of similar nonprofits.
Assets
Down$26,504
Down $19,464 (-42%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$26,504
No earlier filing loaded for comparison.
Revenue
Down$27,789
Down $27,949 (-50%) from 2024
Expenses
Up$47,253
Up $16,678 (+55%) from 2024
Net Income
Down-$19,464
Down $44,627 (-177%) from 2024
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
To promote social welfare and the common good of the local community, greater community, and the world by creating charitable and educational programs and supporting the good works of other charitable organizations
| Description | Grants | Expenses |
|---|---|---|
| Donation to Operation Smile, Inc., a volunteer-based U.S. medical non-profit that provides life-changing cleft surgeries and comprehensive care in under-served communities in 37 countries, providing care to more than 400,000 patients and training hundreds of local doctors and caregivers over the past 40 years | $15,000 | $15,000 |
| see schedule O listing for details | $14,067 | $14,067 |
| Production of 3 educational films on coastal ecology subjects, produced in collaboration with students from Ringling College of Art + Design and local not-for-profit environmental organizations to be utilized in schools and by the 50+ Rotary Clubs in Southwest Florida | $9,999 | $9,999 |
| Provide books for "Books for Kids" literacy program for 150+ students in a local Title I elementary school | $7,353 | $7,353 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jan Wallace | President | PT | $0 | - | - |
| Ellen Greenberger | Immediate Past President& Director | - | $0 | - | - |
| Janet Shapiro | Administrative Secretary & Director | - | $0 | - | - |
| Jeffrey Driver | Program Co-Chair & Director | - | $0 | - | - |
| Jack Rozance | Program Co-Chair & Director | - | $0 | - | - |
| Carol Erker | Treasurer & Director | PT | $0 | - | - |
| Terri Driver | Public Image Chair & Director | - | $0 | - | - |
| Brad Marner | Assistant Treasurer & Director | - | $0 | - | - |
| Susan McGuire | Rotary Foundation Chair & Director | - | $0 | - | - |
| Nancy Rozance | Youth Service Chair & Director | PT | $0 | - | - |
| Philippe Koenig | Recording Secretary & Director | - | $0 | - | - |
“$15,000 - donation to Operation Smile Inc., a volunteer-based U.S. medical non-profit that provides life-changing cleft surgeries and comprehensive care in under-served communities in 37 countries, providing care to more than 400,000 patients and training hundreds of local doctors and caregivers over the past 40 years; $9999 - production of 3 educational films on coastal ecology subjects, produced in collaboration with students from Ringling College of Art + Design and local not-for-profit environmental organizations to be utilized in local schools and by the 50+ Rotary Clubs in Southwest Florida; $7353 - provide books for "Books for Kids" literacy program for 150+ students in a local Title I elementary school; $5339 - provide technical equipment for Fire Rescue and Police Departments of Town of Longboat Key, host presentation breakfast for First Responders; $3000 - Rotary District 6960 Disaster Relief Fund for those affected by hurricanes in region; $2556 - Children's Guardian Fund, support event for foster families; $1500 - The Rotary Foundation Annual Fund to support the organization's many charitable projects; $520 - support Veterans Day recognition in Town of Longboat Key; $250 - HOPE Family Services, providing gifts for underprivileged children at Christmas; $250 - Venice Theatre, post-hurricane rebuilding; $250 - Joshua Collingsworth Foundation water safety program for young children; $202 - "Service Above Self" awards for graduating fifth graders at a Title I elementary school; $150 - The Rotary Foundation's Polio Plus program for polio eradication; $50 - support "Light Up Longboat" holiday celebration organized by Chamber of Commerce.”
“$136 Annual Report filing fee to State of FL; $90 tax filing fee to Simple Filings LLC; $203 PayPal and bank service fees; $49 supplies for Town's July 4th celebration”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | University Park |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
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| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 46419 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Jan Wallace |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Ellen Greenberger |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Janet Shapiro |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Jeffrey Driver |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Jack Rozance |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Carol Erker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Terri Driver |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Brad Marner |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Susan McGuire |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Nancy Rozance |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Philippe Koenig |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Immediate Past President& Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Administrative Secretary & Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Program Co-Chair & Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Program Co-Chair & Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Treasurer & Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Public Image Chair & Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Assistant Treasurer & Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Rotary Foundation Chair & Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Youth Service Chair & Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Recording Secretary & Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherEmployeePaidOver100kCnt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 478 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE SOCIAL WELFARE AND THE COMMON GOOD OF THE LOCAL COMMUNITY, GREATER COMMUNITY, AND THE WORLD BY CREATING CHARITABLE AND EDUCATIONAL PROGRAMS AND SUPPORTING THE GOOD WORKS OF OTHER CHARITABLE ORGANIZATIONS |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 356 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Donation to Operation Smile, Inc., a volunteer-based U.S. medical non-profit that provides life-changing cleft surgeries and comprehensive care in under-served communities in 37 countries, providing care to more than 400,000 patients and training hundreds of local doctors and caregivers over the past 40 years |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Production of 3 educational films on coastal ecology subjects, produced in collaboration with students from Ringling College of Art + Design and local not-for-profit environmental organizations to be utilized in schools and by the 50+ Rotary Clubs in Southwest Florida |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Provide books for "Books for Kids" literacy program for 150+ students in a local Title I elementary school |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | see schedule O listing for details |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 15000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 9999 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 7353 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 3 | 14067 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 15000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 9999 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 7353 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 14067 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 47253 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 46419 |
| IRS990EZ/TotalRevenueAmt | 0 | 27789 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | longboatkeyrotary.org |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 27789 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 55738 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 35733 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 23846 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 37499 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 180605 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
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| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
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| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 0 |
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| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 125000 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 125000 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.59100 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.52860 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 180605 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt | 0 | 0 |
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| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 23846 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 37499 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 180605 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 305605 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | $15,000 - donation to Operation Smile Inc., a volunteer-based U.S. medical non-profit that provides life-changing cleft surgeries and comprehensive care in under-served communities in 37 countries, providing care to more than 400,000 patients and training hundreds of local doctors and caregivers over the past 40 years; $9999 - production of 3 educational films on coastal ecology subjects, produced in collaboration with students from Ringling College of Art + Design and local not-for-profit environmental organizations to be utilized in local schools and by the 50+ Rotary Clubs in Southwest Florida; $7353 - provide books for "Books for Kids" literacy program for 150+ students in a local Title I elementary school; $5339 - provide technical equipment for Fire Rescue and Police Departments of Town of Longboat Key, host presentation breakfast for First Responders; $3000 - Rotary District 6960 Disaster Relief Fund for those affected by hurricanes in region; $2556 - Children's Guardian Fund, support event for foster families; $1500 - The Rotary Foundation Annual Fund to support the organization's many charitable projects; $520 - support Veterans Day recognition in Town of Longboat Key; $250 - HOPE Family Services, providing gifts for underprivileged children at Christmas; $250 - Venice Theatre, post-hurricane rebuilding; $250 - Joshua Collingsworth Foundation water safety program for young children; $202 - "Service Above Self" awards for graduating fifth graders at a Title I elementary school; $150 - The Rotary Foundation's Polio Plus program for polio eradication; $50 - support "Light Up Longboat" holiday celebration organized by Chamber of Commerce. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | $136 Annual Report filing fee to State of FL; $90 tax filing fee to Simple Filings LLC; $203 PayPal and bank service fees; $49 supplies for Town's July 4th celebration |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, Line 16 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Carol Erker |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8472748741 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY LBK CHARITABLE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 472278076 |
| ReturnHeader/Filer/PhoneNum | 0 | 8472748741 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 8351 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Longboat Key |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 34228 |
| ReturnHeader/ReturnTs | 0 | 2025-09-25T15:43:31Z |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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