Civic Intelligence

Rotary Club of the Upper Keys Inc

EIN 59-1630364 • 501(c)4 • Tavernier, FL

Profile

PROMOTING CIVIC SERVICE

P O Box 1514Tavernier, FL 33070

upperkeysrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

28th percentile

-12%

Higher net margin than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

90th percentile

$600

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

24th percentile

-26%

Faster asset growth than 24% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

-5.7%

Faster revenue growth than 43% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$20,496

Down $7,269 (-26%) from 2024

Liabilities

Flat

$600

Flat from 2024

Net Assets

Down

$19,896

Down $7,269 (-27%) from 2024

Revenue

Down

$60,929

Down $3,693 (-5.7%) from 2024

Expenses

Up

$68,199

Up $9,075 (+15%) from 2024

Net Income

Down

-$7,270

Down $12,768 (-232%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0-$10KAssets 2011: $7,740Liabilities 2011: $2,100Net Assets 2011: $5,6402011Assets 2012: $4,705Liabilities 2012: $5,685Net Assets 2012: -$9802012Assets 2013: $7,635Liabilities 2013: $100Net Assets 2013: $7,5352013Assets 2014: $9,241Liabilities 2014: $42Net Assets 2014: $9,1992014Assets 2016: $20,040Liabilities 2016: $3,699Net Assets 2016: $16,3412016Assets 2017: $22,855Liabilities 2017: $8,941Net Assets 2017: $13,9142017Assets 2018: $19,833Liabilities 2018: $4,6312018Assets 2019: $18,808Net Assets 2019: $18,8082019Assets 2020: $19,724Liabilities 2020: $42Net Assets 2020: $19,6822020Assets 2021: $18,023Liabilities 2021: $455Net Assets 2021: $17,5682021Assets 2022: $19,746Liabilities 2022: $400Net Assets 2022: $19,3462022Assets 2023: $22,067Liabilities 2023: $400Net Assets 2023: $21,6672023Assets 2024: $27,765Liabilities 2024: $600Net Assets 2024: $27,1652024Assets 2025: $20,496Liabilities 2025: $600Net Assets 2025: $19,8962025

Highlighted filing

2025

Assets$20,496
Liabilities$600
Net Assets$19,896

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $54,876Expenses 2011: $59,449Net Income 2011: -$4,5732011Revenue 2012: $56,540Expenses 2012: $63,160Net Income 2012: -$6,6202012Revenue 2013: $60,601Expenses 2013: $52,086Net Income 2013: $8,5152013Revenue 2014: $54,503Expenses 2014: $52,839Net Income 2014: $1,6642014Revenue 2016: $59,515Expenses 2016: $53,477Net Income 2016: $6,0382016Revenue 2017: $55,539Expenses 2017: $57,966Net Income 2017: -$2,4272017Revenue 2018: $64,383Expenses 2018: $63,095Net Income 2018: $1,2882018Revenue 2019: $66,062Expenses 2019: $62,456Net Income 2019: $3,6062019Revenue 2020: $64,349Expenses 2020: $63,475Net Income 2020: $8742020Revenue 2021: $55,867Expenses 2021: $57,981Net Income 2021: -$2,1142021Revenue 2022: $48,770Expenses 2022: $47,593Net Income 2022: $1,1772022Revenue 2023: $56,435Expenses 2023: $54,114Net Income 2023: $2,3212023Revenue 2024: $64,622Expenses 2024: $59,124Net Income 2024: $5,4982024Revenue 2025: $60,929Expenses 2025: $68,199Net Income 2025: -$7,2702025

Highlighted filing

2025

Revenue$60,929
Expenses$68,199
Net Income-$7,270

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.5$0.60$19.9$60.9$68.2$7.27
2024Detailed filing. Detailed filing data is available for this year.$27.8$0.60$27.2$64.6$59.1$5.50
2023Detailed filing. Detailed filing data is available for this year.$22.1$0.40$21.7$56.4$54.1$2.32
2022Detailed filing. Detailed filing data is available for this year.$19.7$0.40$19.3$48.8$47.6$1.18
2021Detailed filing. Detailed filing data is available for this year.$18.0$0.46$17.6$55.9$58.0$2.11
2020Detailed filing. Detailed filing data is available for this year.$19.7$0.04$19.7$64.3$63.5$0.87
2019Detailed filing. Detailed filing data is available for this year.$18.8$18.8$66.1$62.5$3.61
2018Summary only. Only limited summary data is available for this year.$19.8$4.63$64.4$63.1$1.29
2017Detailed filing. Detailed filing data is available for this year.$22.9$8.94$13.9$55.5$58.0$2.43
2016Detailed filing. Detailed filing data is available for this year.$20.0$3.70$16.3$59.5$53.5$6.04
2014Detailed filing. Detailed filing data is available for this year.$9.24$0.04$9.20$54.5$52.8$1.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.64$0.10$7.54$60.6$52.1$8.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.71$5.69$0.98$56.5$63.2$6.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.74$2.10$5.64$54.9$59.4$4.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 6, 2026
Return Version
2024v5.2
Gross Receipts
$60,929
Mission and Program Overview

Mission

PROMOTING CIVIC SERVICE

Program Services

DescriptionGrantsExpenses
RECOGNITION OF PUBLIC SERVICE INDIVIDUALS AND ORGANIZATIONSTHROUGH LUNCHEON MEETINGS.-$57,153
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karly VaneziaTreasurer-$600-$600
ANNA RICHARDSPresident-$0--
BETTE BROWNDirector-$0--
JOE MOLINARODirector-$0--
JOE MIKLASDirector-$0--
CHRIS TRENTINEDirector-$0--
ROBERT DUBEDirector-$0--
JOE ROTH IIIDirector-$0--
TERRY ABELDirector-$0--
FRANK DERFLERPast President-$0--
MATTHEW TURKVice President-$0--
MARY BETH HARRISDirector-$0--
Maria JonesSecretary-$0--
Sara RothSergeant At Arm-$0--
Holy RaschienDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of the Upper Keys Inc
EIN
59-1630364
Phone
3054513464
Address
P O BOX 1514, TAVERNIER, FL 33070

Signing Officer

Name
Karly Venezia
Title
Treasurer
Signed
2026-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Keys Accounting & Tax Service Inc
Address
99411 OVERSEAS HWY 4, KEY LARGO, FL 33037
Preparer
Misty W McKinley
Phone
3054513464
Supplemental Narrative

Additional Explanations

Other Revenue.1

GUEST MEALS $5889

Other Expenses.1001

Advertising and Promotion $679

Other Expenses.1002

Office Expenses $1713

Other Expenses.1

Luncheon & meeting costs $43750

Other Expenses.2

ROTARY DUES $12724

Other Expenses.3

MISC XP $2348

Other Expenses.4

INTERACT CLUB $2138

Other Expenses.5

Quickbooks pymt fees $1177

Other Assets.1005

Accounts Receivable - Beginning $2232 Accounts Receivable - Ending $3338

Other Assets.1

CREDIT CARD CLRING AC - Beginning $400 CREDIT CARD CLRING AC - Ending $0

Total Liabilities.1003

Deferred Revenue - Beginning $600 Deferred Revenue - Ending $600

Raw XML Appendix178 raw XML fields

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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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