Civic Intelligence

Rotary Lbk Charitable Fund

990EZ • Fiscal year 2023 • EIN 47-2278076

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 11, 2023

Organization Profilelongboatkeyrotary.org
PO Box 8351Longboat Key, FL 34228

(847) 274-8741

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

22nd percentile

-16%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

22nd percentile

-21%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,805

Down $5,626 (-21%) from 2022

Net Assets

Down

$20,805

Down $5,626 (-21%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$35,733

Down $113,113 (-76%) from 2022

Expenses

Down

$41,359

Down $104,113 (-72%) from 2022

Net Income

Down

-$5,626

Down $9,000 (-267%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2022: $26,431Liabilities 2022: $0Net Assets 2022: $26,4312022Assets 2023: $20,805Net Assets 2023: $20,8052023Assets 2024: $45,968Liabilities 2024: $02024Assets 2025: $26,504Net Assets 2025: $26,5042025

Highlighted filing

2023

Assets$20,805
Liabilities-
Net Assets$20,805
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2022: $148,846Expenses 2022: $145,472Net Income 2022: $3,3742022Revenue 2023: $35,733Expenses 2023: $41,359Net Income 2023: -$5,6262023Revenue 2024: $55,738Expenses 2024: $30,575Net Income 2024: $25,1632024Revenue 2025: $27,789Expenses 2025: $47,253Net Income 2025: -$19,4642025

Highlighted filing

2023

Revenue$35,733
Expenses$41,359
Net Income-$5,626
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 11, 2023
Return Version
2022v5.0
Gross Receipts
$35,733
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Veterans Recognition & Support: 1) Organized Veterans Day Honor Program ($9694), attended by more than 250 members of the public and featuring distinguished military speakers, including a WWII Tuskegee Airman and a retired US Air Force General. A catered luncheon was served to 100+ veterans in attendance to recognize them for their service to our country; 2) Awarded funds to 4 local organizations that provide recovery and support services to US military veterans residing in Sarasota and Manatee Counties, Florida, including Florida Veterans Foundation ($4000), Combat Wounded Veterans Challenge ($4000), Operation Gratitude ($1000), and Operation EcoVets ($4220); 3) Staffed and funded a monthly "Veterans Canteen" social at Paradise Center for Healthy Living to provide social outlet for local elderly veterans ($450)$0$23,364
Children's Literacy: Through the "Books for Kids" literacy program, teams of volunteers provided interactive presentations to 1st and 2nd graders at a Title I elementary school on 6 occasions during the school year, distributing more than 1300 books to 150+ students at a cost of $4905; Participation in the one-day "Remake Learning Days" event on a Saturday included the distribution of several hundred additional books (at a cost of $2001) to promote summer reading.-$6,906
Town of Longboat Key Dog Park improvement: Provided 18 sturdy chairs and a new dog fountain for the Town's public off-leash dog park that is utilized by hundreds of residents and senior citizens as a place for social interaction and physical exercise.-$4,349
Support for Coastal Ecology Sustainability: Organized Earth Day event attended by 100+ local citizens, awarded funds to the following participating organizations working to support local environmental issues: $250 Climate Adaptation Center; $500 Sarasota Bay Estuary Program; $500 Suncoast Water Keeper; $500 Sarasota Bay Watch; $500 Save Our Seabirds; $500 Longboat Key Turtle Watch; $500 Full Send Reef Habitat-$3,250
Various: Support for hurricane recovery and disaster preparedness ($456), Ukrainian refugee relief ($300); ALS ($263); Sarasota Memorial Hospital nurses ($200); Service Above Self award ($206); Big Brothers/Big Sisters ($200); highway cleanup ($74)-$1,699
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN JACKSONAsst. Treasurer & Director-$0--
CAROL ERKERTreasurer & DirectorPT$0--
ELLEN GREENBERGERPresident Elect & Director-$0--
JEFFREY DRIVERPresident & DirectorPT$0--
JANET SHAPIROAdministrative Secretary & Director-$0--
TERRI DRIVERDirector / Public Image-$0--
MICHAEL JORDANDirector / International Service-$0--
NANCY ROZANCEDirector / Youth ServicesPT$0--
JACK EDWARD ROZANCEDirector / Programs-$0--
JOAN SHERRYDirector / Community ServicePT$0--
BRAD MARNERDirector / Immediate Past Presiident-$0--
SUSAN MCGUIREDirector / Foundation-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Lbk Charitable Fund
EIN
47-2278076
Phone
8472748741
Address
PO Box 8351, Longboat Key, FL 34228

Signing Officer

Name
Carol Erker
Title
Treasurer
Phone
8472748741
Signed
2023-09-11
Supplemental Narrative

Additional Explanations

Part I, Line 10

“$9694 - conduct Veterans Day Honor Program with distinguished military speakers & luncheon for 100+ veterans; $4000 - FL Veterans Foundation; $4000 - Combat Wounded Veterans Challenge; $1000 - Operation Gratitude, support for military personnel serving overseas; $4220 - Operation EcoVets, support for veterans working to improve environment; $450 - Paradise Center for Healthy Living, fund monthly "Veterans Canteen" social; $4905 - Books for Kids literacy program for 150+ students in Title I elementary school; $2001 - Provide books for "Remake Learning Days" literacy event at Title I elementary school; $4349 - Town of Longboat Key, provide seating and fountain for dog park improvement project; $250 - Charlotte Harbour Sunset Rotary, "Disaster Trailer" project; $206 - Suncoast Disaster Recovery Fund/Community Foundation of Sarasota; $200 - Big Brothers/Big Sisters of Sarasota; $250 - Climate Adaptation Center, environmental organization; $263 - ALS Sarasota, support fundraising event; $500 Sarasota Bay Estuary Program, environmental organization; $500 - Suncoast Water Keeper, environmental organization; $500 - Sarasota Bay Watch, environmental organization; $500 - Save Our Seabirds, environmental organization; $500 - Longboat Key Turtle Watch, environmental organization; $500 Full Send Reef Habitat Inc., environmental organization; $300 - Anna Maria Rotary Foundation fundraiser for Ukrainian relief; $74 - supplies for Florida Adopt-A-Highway project; $200 - Sarasota Memorial Hospital, Nurse Appreciation Project; $206 - "Service Above Self" awards for graduating 5th graders at Title I elementary school.”

Part I, Line 16

“$186 filing fees paid to State of Florida for corporation renewal & charity registration; $90 service fee to Simple Filings LLC for on-line Federal income tax filing; $104 check order fee to Truist Bank; $65 service fees for PayPal and gift cards; $41 supplies for participation in Town's July 4th parade; $79 gift wrap & supplies for holiday gifts for local children displaced by Hurricane Ian.”

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Children's Literacy: Through the "Books for Kids" literacy program, teams of volunteers provided interactive presentations to 1st and 2nd graders at a Title I elementary school on 6 occasions during the school year, distributing more than 1300 books to 150+ students at a cost of $4905; Participation in the one-day "Remake Learning Days" event on a Saturday included the distribution of several hundred additional books (at a cost of $2001) to promote summer reading.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Support for Coastal Ecology Sustainability: Organized Earth Day event attended by 100+ local citizens, awarded funds to the following participating organizations working to support local environmental issues: $250 Climate Adaptation Center; $500 Sarasota Bay Estuary Program; $500 Suncoast Water Keeper; $500 Sarasota Bay Watch; $500 Save Our Seabirds; $500 Longboat Key Turtle Watch; $500 Full Send Reef Habitat
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$9694 - conduct Veterans Day Honor Program with distinguished military speakers & luncheon for 100+ veterans; $4000 - FL Veterans Foundation; $4000 - Combat Wounded Veterans Challenge; $1000 - Operation Gratitude, support for military personnel serving overseas; $4220 - Operation EcoVets, support for veterans working to improve environment; $450 - Paradise Center for Healthy Living, fund monthly "Veterans Canteen" social; $4905 - Books for Kids literacy program for 150+ students in Title I elementary school; $2001 - Provide books for "Remake Learning Days" literacy event at Title I elementary school; $4349 - Town of Longboat Key, provide seating and fountain for dog park improvement project; $250 - Charlotte Harbour Sunset Rotary, "Disaster Trailer" project; $206 - Suncoast Disaster Recovery Fund/Community Foundation of Sarasota; $200 - Big Brothers/Big Sisters of Sarasota; $250 - Climate Adaptation Center, environmental organization; $263 - ALS Sarasota, support fundraising event; $500 Sarasota Bay Estuary Program, environmental organization; $500 - Suncoast Water Keeper, environmental organization; $500 - Sarasota Bay Watch, environmental organization; $500 - Save Our Seabirds, environmental organization; $500 - Longboat Key Turtle Watch, environmental organization; $500 Full Send Reef Habitat Inc., environmental organization; $300 - Anna Maria Rotary Foundation fundraiser for Ukrainian relief; $74 - supplies for Florida Adopt-A-Highway project; $200 - Sarasota Memorial Hospital, Nurse Appreciation Project; $206 - "Service Above Self" awards for graduating 5th graders at Title I elementary school.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$186 filing fees paid to State of Florida for corporation renewal & charity registration; $90 service fee to Simple Filings LLC for on-line Federal income tax filing; $104 check order fee to Truist Bank; $65 service fees for PayPal and gift cards; $41 supplies for participation in Town's July 4th parade; $79 gift wrap & supplies for holiday gifts for local children displaced by Hurricane Ian.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL ERKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08472748741
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY LBK CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0472278076
ReturnHeader/Filer/PhoneNum08472748741
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 8351
ReturnHeader/Filer/USAddress/CityNm0Longboat Key
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034228
ReturnHeader/ReturnTs02023-09-11T19:26:08Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,805
Liabilities
-
Net assets
$20,805
Revenue
$35,733
Expenses
$41,359
Net income
-$5,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.28$0.47$0.19
2024Summary only. Only limited summary data is available for this year.$0.46$0.00$0.56$0.31$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.36$0.41$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.49$1.45$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits