Civic Intelligence

Lemon Bay Sunrise Rotary Youth

EIN 84-2250099 • 501(c)3 • Englewood, FL

Profile

SCHOLARSHIP TRUST

900 Pine Street Suite 126Englewood, FL 34223

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

90th percentile

0.33x

Higher debt load relative to revenue than 90% of similar nonprofits.

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

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

68th percentile

9.9%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

41st percentile

-11%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$462,623

Up $41,735 (+9.9%) from 2023

Liabilities

Flat

$5,295

Flat from 2023

Net Assets

Up

$457,328

Up $41,735 (+10%) from 2023

Operations
Liabilities / Revenue90th percentileNet MarginScore unavailable

Revenue

Down

$16,004

Down $2,028 (-11%) from 2023

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$600K$400K$200K$0Assets 2021: $191,558Net Assets 2021: $191,5582021Assets 2022: $376,565Liabilities 2022: $5,295Net Assets 2022: $371,2702022Assets 2023: $420,888Liabilities 2023: $5,295Net Assets 2023: $415,5932023Assets 2024: $462,623Liabilities 2024: $5,295Net Assets 2024: $457,3282024

Highlighted filing

2024

Assets$462,623
Liabilities$5,295
Net Assets$457,328
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

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

$20K$15K$10K$5.0K$0Revenue 2021: $9,993Expenses 2021: $95Net Income 2021: $9,8982021Revenue 2022: $12,880Expenses 2022: $16Net Income 2022: $12,8642022Revenue 2023: $18,032Expenses 2023: $53Net Income 2023: $17,9792023Revenue 2024: $16,0042024

Highlighted filing

2024

Revenue$16,004
Expenses-
Net Income-
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$462,623
Liabilities
$5,295
Net assets
$457,328
Revenue
$16,004
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.63$0.05$4.57$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.21$0.05$4.16$0.18$0.00$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.77$0.05$3.71$0.13$0.00$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.92$1.92$0.10$0.00$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$16,004
Mission and Program Overview

Mission

SCHOLARSHIP TRUST

Program Services

DescriptionGrantsExpenses
GRANTS AND SCHOLARSHIPS FOR EDUCATIONAL PURPOSES--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH FARLOWPresident-$0--
DAVE WAMPLERTrustee-$0--
WILLIAM KIMBERLINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lemon Bay Sunrise Rotary Youth
EIN
84-2250099
Phone
9414757937
Address
900 PINE STREET SUITE 126, ENGLEWOOD, FL 34223

Signing Officer

Name
Keith Farlow
Title
President
Phone
9414757931
Signed
2025-11-05

Preparer

Firm
Alejandra M Juffe CPA
Address
900 PINE ST STE 126, ENGLEWOOD, FL 34223-4457
Preparer
Alejandra Juffe
Phone
9414757937
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20

“UNREALIZED GAIN 25,732”

Form 990-ez, Part II, Line 26

“Due to community trust 5,295 5,295”

Raw XML Appendix114 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/PersonNm0DENNIS GUZIK
IRS990EZ/BooksInCareOfDetail/PhoneNum09414757937
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0900 PINE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ENGLEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0420887
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0462623
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016004
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0420887
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0462623
IRS990EZ/GrossReceiptsAmt016004
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016004
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0415592
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0457328
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0415592
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0457328
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEITH FARLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVE WAMPLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM KIMBERLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt025732
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIP TRUST
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS AND SCHOLARSHIPS FOR EDUCATIONAL PURPOSES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05295
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05295
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt016004
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016004
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012332
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012521
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04678
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt045535
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.19480
IRS990ScheduleA/PublicSupportPY170Pct00.27170
IRS990ScheduleA/PublicSupportTotal170Amt011015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05315
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011015
IRS990ScheduleA/TotalSupportAmt056550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN 25,732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO COMMUNITY TRUST 5,295 5,295
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH FARLOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09414757931
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEMON BAY SUNRISE ROTARY YOUTH
ReturnHeader/Filer/BusinessNameControlTxt0LEMO
ReturnHeader/Filer/EIN0842250099
ReturnHeader/Filer/PhoneNum09414757937
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 PINE STREET SUITE 126
ReturnHeader/Filer/USAddress/CityNm0ENGLEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034223
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273958690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEJANDRA M JUFFE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 PINE ST STE 126
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENGLEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342234457
ReturnHeader/PreparerPersonGrp/PhoneNum09414757937
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEJANDRA JUFFE
ReturnHeader/ReturnTs02025-11-07T10:53:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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