Nonprofit · EIN 65-0385528
UPPER KEYS ROTARY FOUNDATION INC
Tax-exempt · TAVERNIER, FL 33070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $396,641 | $326,830 | $69,811 | $348,548 | $87,651 | $260,897 |
| June 30, 2024 | 990 | $340,004 | $291,440 | $48,564 | $315,582 | $124,496 | $191,086 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,715
- Program service revenue
- $0
- Investment income
- $9,255
- Net income from fundraising events
- $367,679
- Other revenue
- $371,671
Expenses
- Grants and similar amounts paid
- $273,500
- Compensation of officers, directors and key employees
- $8,400
- Salaries, compensation and benefits (total)
- $8,400
- Professional fundraising fees
- $0
- Accounting fees
- $10,233
- Program services (functional)
- $296,512
- Management and general (functional)
- $30,318
Balance sheet and other
- Total assets, start of year
- $315,582
- Total assets, end of year
- $348,548
- Total liabilities, end of year
- $87,651
- Net assets, end of year
- $260,897
- Gross receipts
- $536,136
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1992
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Karly Venezia | Treasurer Officer | 3 | $8,400 |
| BETTE BROWN | Director Trustee or director | 3 | $0 |
| FRANK DERFLER | Past President Trustee or director | 3 | $0 |
| CHRIS TRENTINE | Director Trustee or director | 3 | $0 |
| Holly Raschien | Director Trustee or director | 3 | $0 |
| TERRY ABEL | Director Trustee or director | 3 | $0 |
| JOE ROTH III | Director Trustee or director | 3 | $0 |
| JOE MOLINARO | Director Trustee or director | 3 | $0 |
| ROBERT DUBE | Director Trustee or director | 3 | $0 |
| JOE MIKLAS | Director Trustee or director | 3 | $0 |
| MARY BETH HARRIS | Director Trustee or director | 3 | $0 |
| Maria Jones | Secretary Officer | 3 | $0 |
| Sara Roth | Sergeant at Arm Officer | 3 | $0 |
| MATT TURK | Vice President Officer | 3 | $0 |
| ANNA RICHARDS | President Officer | 3 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETTE BROWN | Director Trustee or director | 3 | $0 |
| CHRIS TRENTINE | Director Trustee or director | 3 | $0 |
| TRICIA HYNES | Director Trustee or director | 3 | $0 |
| TERRY ABEL | Director Trustee or director | 3 | $0 |
| JOE ROTH III | Director Trustee or director | 3 | $0 |
| ROB STOBER | Director Trustee or director | 3 | $0 |
| CLAIR MONTANG | Director Trustee or director | 3 | $0 |
| JOE MOLINARO | Director Trustee or director | 3 | $0 |
| ROBERT DUBE | Director Trustee or director | 3 | $0 |
| DWIGHT HILL | Director Trustee or director | 3 | $0 |
| JOE MIKLAS | Director Trustee or director | 3 | $0 |
| MARY BETH HARRIS | Director Trustee or director | 3 | $0 |
| FRANK DERFLER | President Officer | 3 | $0 |
| KATE BANICK | Treasurer Officer | 3 | $0 |
| MATT TURK | Secretary Officer | 3 | $0 |
| ANNA RICHARDS | Vice President Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1514, TAVERNIER, FL 33070-1514
- Principal officer (990 for 2024)
- Karly Venezia, P O BOX 1514, TAVERNIER, FL 33070
- Signed the 990
- Karly Venezia, Treasurer
- Phone
- (305) 451-3464
- Website
- UpperKeysRotary.org
- Return prepared by
- KEYS ACCOUNTING & TAX SERVICE INC
Mission
TO RAISE AND DISTRIBUTE SCHOLARSHIPS
Program accomplishments
- LOCAL HIGH SCHOOL SCHOLARSHIPSExpenses $178,500
- MISCELLANEOUS CHARITABLE CAUSESExpenses $95,000
- LOCAL COMMUNITY EVENTS AND PROGRAMS.Expenses $23,012
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0385528
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $348,548
- Income (IRS master file)
- $536,136
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $396,641 | $326,830 | $348,548 | XML |
| 990 | June 2024 | $340,004 | $291,440 | $315,582 | XML |
| 990 | June 2023 | $313,630 | $309,575 | $351,946 | IRS |
| 990 | June 2022 | $349,274 | $319,692 | $375,864 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about UPPER KEYS ROTARY FOUNDATION INC
- What is the EIN of UPPER KEYS ROTARY FOUNDATION INC?
- The employer identification number (EIN) of UPPER KEYS ROTARY FOUNDATION INC is 65-0385528.
- Is UPPER KEYS ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to UPPER KEYS ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPPER KEYS ROTARY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPPER KEYS ROTARY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPPER KEYS ROTARY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UPPER KEYS ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names Karly Venezia.
- Who are the officers and directors of UPPER KEYS ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $8,400 (Karly Venezia, Treasurer).
- How much revenue does UPPER KEYS ROTARY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $396,641, expenses of $326,830 and total assets of $348,548 at year end.
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