Civic Intelligence

Rotary Club of Lake County Golden Triangle Inc

990EZ • Fiscal year 2024 • EIN 59-6209584

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 21, 2024

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

54th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

36th percentile

-3.3%

Higher net margin than 36% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

34th percentile

-5.9%

Faster asset growth than 34% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-17%

Faster revenue growth than 23% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$27,573

Down $9,343 (-25%) from 2020

Net Assets

Down

$27,573

Down $9,343 (-25%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$52,720

Up $17,647 (+50%) from 2020

Expenses

Up

$54,454

Up $14,956 (+38%) from 2020

Net Income

Up

-$1,734

Up $2,691 (+61%) from 2020

Historical Trend

Balance Sheet Trend

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 2024: $27,573Liabilities 2024: $0Net Assets 2024: $27,5732024Assets 2025: $27,372Liabilities 2025: $0Net Assets 2025: $27,3722025

Highlighted filing

2024

Assets$27,573
Liabilities$0
Net Assets$27,573

Operations Trend

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 2024: $52,720Expenses 2024: $54,454Net Income 2024: -$1,7342024Revenue 2025: $50,627Expenses 2025: $50,828Net Income 2025: -$2012025

Highlighted filing

2024

Revenue$52,720
Expenses$54,454
Net Income-$1,734
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 21, 2024
Return Version
2023v5.1
Gross Receipts
$81,061
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$6,000$78,409
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Latin Festiv$28,417$28,417$19,505$8,912
Total Events$28,417$28,417$28,341$76
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
2024-10-21
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 13 students amount 6,000

Description of other expenses Part I line 16

Description amountbank charges 361fees & licenses 1,061insurance 137miscellaneous 3,500postage 425sales tax 2,102christmas party 947meal expense 14,580permits & fees 175club projects 2,000club supplies 1,025conferences 350donations 9,660dues 6,765advertising 5,066

Raw XML Appendix135 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES DICKERSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt048154
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL CHAPTER OF ROTARY INTERNATIONAL
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt052720
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.LAKECOUNTYROTARY.ORG/
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOLARSHIPS GRANTEE 13 STUDENTS AMOUNT 6,000
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LAKE COUNTY GOLDEN TRIANGLE INC
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ReturnHeader/Filer/EIN0596209584
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLAN SILBERNAGEL CPA
ReturnHeader/ReturnTs02024-10-22T17:16:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings