Civic Intelligence

Rotary Lbk Charitable Fund

990EZ • Fiscal year 2024 • EIN 47-2278076

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 24, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

121%

Faster asset growth than 93% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

56%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$45,968

Flat from 2024

Net Assets

$45,968

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Flat

$55,738

Flat from 2024

Expenses

Flat

$30,575

Flat from 2024

Net Income

Flat

$25,163

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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: $45,968Net Assets 2024: $45,9682024Assets 2024: $45,968Liabilities 2024: $02024Assets 2025: $26,504Net Assets 2025: $26,5042025

Highlighted filing

2024

Assets$45,968
Liabilities-
Net Assets$45,968
Open 2024 Filing

Operations Trend

Revenue Growth85th 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 2024: $55,738Expenses 2024: $30,575Net Income 2024: $25,1632024Revenue 2025: $27,789Expenses 2025: $47,253Net Income 2025: -$19,4642025

Highlighted filing

2024

Revenue$55,738
Expenses$30,575
Net Income$25,163
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 24, 2024
Return Version
2023v5.0
Gross Receipts
$55,738
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
Coastal Ecology Sustainability educational film project created 3 short documentary creative films to facilitate educational outreach via digital media platforms regarding coastal ecosystem sustainability, with a focus on wildlife & environmental conservation. This project was a collaboration with students in the Film Department at Ringling College of Art & Design, members of the Rotary Club of Longboat Key, Longboat Key Turtle Watch, Save Our Seabirds, Mote Marine Aquarium, and other SW Florida not-for-profits that have the shared objective of supporting wildlife conservation via educational outreach. Films produced by this project are made available to area schools, Rotary Clubs, other non-profits, and local government agencies, providing important ecological education and information to potentially thousands of area residents.$0$13,530
Children's literacy: Through the "Books for Kids" literacy program, teams of volunteers from the Rotary Club of Longboat Key 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 $7452.-$7,452
Veterans recognition and support: Supported Town of Longboat Key's Veterans Recognition program on Veterans Day (11/11/23) by staffing and stocking a welcome booth to provide veteran resource materials and refreshments to 100+ attendees, displaying branch of service flags, escorting elderly veterans to their seats; donated funds to Longboat Key Foundation to be awarded to SRQ Vets, a 501(c)(3) organization led by veteran volunteers to provide assistance to local veterans in need; staffed and funded a monthly "Veterans Canteen" social at Paradise Center for Healthy Living to provide social outlet for local elderly veterans.-$3,200
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ellen GreenbergerPresident & DirectorPT$0--
Jan WallacePresident Elect & Director-$0--
Janet ShapiroAdministrative Secretary & Director-$0--
Jeffrey DriverImmediate Past President & DirectorPT$0--
Carol ErkerTreasurer & DirectorPT$0--
Terri DriverPublic Image Chair & Director-$0--
Brad MarnerAssistant Treasurer & Director-$0--
Michael JordanInternational Service Chair & Director-$0--
Nancy RozanceYouth Service Chair & DirectorPT$0--
Jack RozanceProgram Chair & Director-$0--
Susan McGuireRotary Foundation Chair & Director-$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
2024-10-24
Supplemental Narrative

Additional Explanations

Part I, Line 10

“$13,530 - Production of 3 educational films on coastal ecology subjects, produced in collaboration with students at Ringling College of Art & Design and local not-for-profit environmental organizations, to be utilized in area schools and by Rotary Clubs in Southwest Florida; $3200 - Fund monthly "Veterans Canteen" social, provide materials for registration booth at Town's Veterans Day recognition event, contribute to Longboat Key Foundation's collection for Veterans Day support to SRQ Vets, a local not-for-profit; $7452 - Provide books for "Books for Kids" literacy program for 150+ students in Title I elementary school; $1835 - Fund community luncheon event to support Town's First Responders; $206 - "Service Above Self" awards for graduating 5th graders at a Title I elementary school; $600 - supply teddy bears to Children's Guardian Fund for 2023 "Adoption Day" at local courthouse; $300 to Stillpoint Mission to support work with homeless families and veterans; $316 to "Giving Challenge" campaign conducted by Community Foundation of Sarasota County; $200 to ROR Empowerment for Rotary District 6960 "Healthy Youth Project;" $300 to The Rotary Foundation for polio eradication; $1500 to The Rotary Foundation - Annual Fund SHARE to support their many charitable projects; $100 to CART (Coins for Alzheimer's Research Trust); $149 - purchase and donate American Flag to Title I school library.”

Part I, Line 16

“$136 filing fees to State of Florida for corporation renewal and charity registration; $90 tax filing fee to Simple Filings LLC; $109 check order and bank fees; $53 service fee for PayPal incoming donations; $33 supplies for participation in Town's July 4th parade; $11 office supplies.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$13,530 - Production of 3 educational films on coastal ecology subjects, produced in collaboration with students at Ringling College of Art & Design and local not-for-profit environmental organizations, to be utilized in area schools and by Rotary Clubs in Southwest Florida; $3200 - Fund monthly "Veterans Canteen" social, provide materials for registration booth at Town's Veterans Day recognition event, contribute to Longboat Key Foundation's collection for Veterans Day support to SRQ Vets, a local not-for-profit; $7452 - Provide books for "Books for Kids" literacy program for 150+ students in Title I elementary school; $1835 - Fund community luncheon event to support Town's First Responders; $206 - "Service Above Self" awards for graduating 5th graders at a Title I elementary school; $600 - supply teddy bears to Children's Guardian Fund for 2023 "Adoption Day" at local courthouse; $300 to Stillpoint Mission to support work with homeless families and veterans; $316 to "Giving Challenge" campaign conducted by Community Foundation of Sarasota County; $200 to ROR Empowerment for Rotary District 6960 "Healthy Youth Project;" $300 to The Rotary Foundation for polio eradication; $1500 to The Rotary Foundation - Annual Fund SHARE to support their many charitable projects; $100 to CART (Coins for Alzheimer's Research Trust); $149 - purchase and donate American Flag to Title I school library.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$136 filing fees to State of Florida for corporation renewal and charity registration; $90 tax filing fee to Simple Filings LLC; $109 check order and bank fees; $53 service fee for PayPal incoming donations; $33 supplies for participation in Town's July 4th parade; $11 office supplies.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carol Erker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08472748741
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-24
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/ReturnTs02024-10-24T16:03:04Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,968
Liabilities
-
Net assets
$45,968
Revenue
$55,738
Expenses
$30,575
Net income
$25,163
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
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.56$0.31$0.25
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