Civic Intelligence

Rotary Club of Lake County Golden Triangle Inc

990EZ • Fiscal year 2023 • EIN 59-6209584

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 15, 2023

Organization ProfileWWW.LAKECOUNTYROTARY.ORG
PO Box 1639Mount Dora, FL 32756

(352) 478-6412

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

37th percentile

-3.3%

Higher net margin than 37% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

32nd percentile

-7.4%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$29,307

Down $7,609 (-21%) from 2020

Net Assets

Down

$29,307

Down $7,609 (-21%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin37th percentile

Revenue

Up

$63,267

Up $28,194 (+80%) from 2020

Expenses

Up

$65,328

Up $25,830 (+65%) from 2020

Net Income

Up

-$2,061

Up $2,364 (+53%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$80K$60K$40K$20K$0Assets 2015: $72,722Liabilities 2015: $252Net Assets 2015: $72,4702015Assets 2018: $58,855Liabilities 2018: $0Net Assets 2018: $58,8552018Assets 2020: $36,916Liabilities 2020: $0Net Assets 2020: $36,9162020Assets 2023: $29,307Liabilities 2023: $0Net Assets 2023: $29,3072023Assets 2025: $27,372Liabilities 2025: $0Net Assets 2025: $27,3722025

Highlighted filing

2023

Assets$29,307
Liabilities$0
Net Assets$29,307
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

$100K$50K$0-$50KRevenue 2015: $14,084Expenses 2015: $32,169Net Income 2015: -$18,0852015Revenue 2018: $57,139Expenses 2018: $70,398Net Income 2018: -$13,2592018Revenue 2020: $35,073Expenses 2020: $39,498Net Income 2020: -$4,4252020Revenue 2023: $63,267Expenses 2023: $65,328Net Income 2023: -$2,0612023Revenue 2025: $50,627Expenses 2025: $50,828Net Income 2025: -$2012025

Highlighted filing

2023

Revenue$63,267
Expenses$65,328
Net Income-$2,061
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 15, 2023
Return Version
2022v5.0
Gross Receipts
$67,972
Mission and Program Overview

Mission

Local chapter of rotary international

Program Services

DescriptionGrantsExpenses
PROGRAMS AND EVENTS WHERE PROCEEDS WERE USED TO SUPPORT VARIOUS CHARITABLE COMMUNITY ACTIVITIES AND SCHOLARSHIPS$16,500$62,091
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE MIDDLETONPresident-$0--
RICHARD GUCKENBERGERPresident Elect-$0--
BILLY BROOKSTreasurer-$0--
KRISTI VAN DYKESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beer Gardens$18,395$18,395$4,705$13,690
Total Events$18,395$18,395$4,705$13,690
Filing and Contact Details

Filer

Filer Name
Rotary Club of Lake County Golden Triangle Inc
EIN
59-6209584
Address
PO BOX 1639, MOUNT DORA, FL 32756

Signing Officer

Name
Billy Brooks
Title
Treasurer
Phone
3523578223
Signed
2023-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Silbernagel & Burroughs Pa
Address
1934 N DONNELLY ST STE B, MOUNT DORA, FL 32757
Preparer
Allan Silbernagel CPA
Phone
3527296752
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity scholarships grantee 26 students amount 16,500”

Description of other expenses Part I line 16

“Description amountbank charges 98fees & licenses 701insurance 137miscellaneous 149postage 374sales tax 1,102website 676christmas party 526meal expense 14,535permits & fees 200social expense 561club projects 19,319club supplies 506conferences 100donations 3,151dues 6,693”

Description of total liabilities Part II line 26

“Category beginning of year end of yearsales tax liability 349 0”

Raw XML Appendix134 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BILLY BROOKS
IRS990EZ/BooksInCareOfDetail/PhoneNum03524786412
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1639
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOUNT DORA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032756
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031717
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029307
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021778
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2061
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031717
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029307
IRS990EZ/FundraisingGrossIncomeAmt018395
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016500
IRS990EZ/GrossReceiptsAmt067972
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027792
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031368
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029307
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031368
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029307
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE MIDDLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD GUCKENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILLY BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTI VAN DYKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt048828
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL CHAPTER OF ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS AND EVENTS WHERE PROCEEDS WERE USED TO SUPPORT VARIOUS CHARITABLE COMMUNITY ACTIVITIES AND SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062091
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04705
IRS990EZ/SpecialEventsNetIncomeLossAmt013690
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0349
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065328
IRS990EZ/TotalProgramServiceExpensesAmt062091
IRS990EZ/TotalRevenueAmt063267
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.LAKECOUNTYROTARY.ORG/
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04705
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BEER GARDENS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018395
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013690
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04705
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOLARSHIPS GRANTEE 26 STUDENTS AMOUNT 16,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK CHARGES 98FEES & LICENSES 701INSURANCE 137MISCELLANEOUS 149POSTAGE 374SALES TAX 1,102WEBSITE 676CHRISTMAS PARTY 526MEAL EXPENSE 14,535PERMITS & FEES 200SOCIAL EXPENSE 561CLUB PROJECTS 19,319CLUB SUPPLIES 506CONFERENCES 100DONATIONS 3,151DUES 6,693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARSALES TAX LIABILITY 349 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILLY BROOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03523578223
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LAKE COUNTY GOLDEN TRIANGLE INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596209584
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1639
ReturnHeader/Filer/USAddress/CityNm0MOUNT DORA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032756
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474328609
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SILBERNAGEL & BURROUGHS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01934 N DONNELLY ST STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT DORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032757
ReturnHeader/PreparerPersonGrp/PhoneNum03527296752
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLAN SILBERNAGEL CPA
ReturnHeader/ReturnTs02023-09-25T08:25:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BILLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROOKS
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
$29,307
Liabilities
$0
Net assets
$29,307
Revenue
$63,267
Expenses
$65,328
Net income
-$2,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$50.6$50.8$0.20
2023Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$63.3$65.3$2.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$0.00$36.9$35.1$39.5$4.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.9$0.00$58.9$57.1$70.4$13.3
2015Detailed filing. Detailed filing data is available for this year.$72.7$0.25$72.5$14.1$32.2$18.1