Civic Intelligence

Rotary Lbk Charitable Fund

990EZ • Fiscal year 2025 • EIN 47-2278076

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 25, 2025

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

7th percentile

-70%

Higher net margin than 7% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

12th percentile

-42%

Faster asset growth than 12% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$26,504

Down $19,464 (-42%) from 2024

Net Assets

$26,504

No earlier filing loaded for comparison.

Liabilities

-

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

Historical Trend

Balance Sheet Trend

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

2025

Assets$26,504
Liabilities-
Net Assets$26,504

Operations Trend

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

2025

Revenue$27,789
Expenses$47,253
Net Income-$19,464
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 25, 2025
Return Version
2024v5.0
Gross Receipts
$27,789
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
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan WallacePresidentPT$0--
Ellen GreenbergerImmediate Past President& Director-$0--
Janet ShapiroAdministrative Secretary & Director-$0--
Jeffrey DriverProgram Co-Chair & Director-$0--
Jack RozanceProgram Co-Chair & Director-$0--
Carol ErkerTreasurer & DirectorPT$0--
Terri DriverPublic Image Chair & Director-$0--
Brad MarnerAssistant Treasurer & Director-$0--
Susan McGuireRotary Foundation Chair & Director-$0--
Nancy RozanceYouth Service Chair & DirectorPT$0--
Philippe KoenigRecording Secretary & 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
2025-09-25
Supplemental Narrative

Additional Explanations

Part I, Line 10

$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.

Part I, Line 16

$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

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$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/ExplanationTxt1$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/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carol Erker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08472748741
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY LBK CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0472278076
ReturnHeader/Filer/PhoneNum08472748741
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ReturnHeader/Filer/USAddress/CityNm0Longboat Key
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034228
ReturnHeader/ReturnTs02025-09-25T15:43:31Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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