Nonprofit · EIN 65-1119411
ROTARY CLUB OF LAKEWOOD RANCH INC
Tax-exempt · LAKEWOOD RANCH, FL 34202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $496,694 | $466,827 | $29,867 | $976,392 | $187,556 | $788,836 |
| June 30, 2024 | 990 | $552,042 | $545,008 | $7,034 | $921,215 | $181,657 | $739,558 |
| June 30, 2023 | 990 | $1,058,224 | $1,024,886 | $33,338 | $1,184,696 | $460,179 | $724,517 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $331,924
- Program service revenue
- $121,185
- Investment income
- $18,008
- Net gain from sales of assets
- -$2,604
- Net income from fundraising events
- $19,544
- Net income from gaming
- $6,033
- Other revenue
- $25,577
Expenses
- Grants and similar amounts paid
- $200,899
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,304
- Program services (functional)
- $449,275
- Management and general (functional)
- $17,552
Balance sheet and other
- Total assets, start of year
- $921,215
- Total assets, end of year
- $976,392
- Total liabilities, end of year
- $187,556
- Net assets, end of year
- $788,836
- Net assets without donor restrictions
- $320,827
- Net assets with donor restrictions
- $468,009
- Gross receipts
- $689,819
- Employees
- 0
- Volunteers
- 125
- Year formed
- 2001
- 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 |
|---|---|---|---|
| ECKHARD KUESTERS | DIRECTOR Trustee or director | 1 | $0 |
| JOHN BODENBURG | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN KELLE | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS FEHR | DIRECTOR Trustee or director | 1 | $0 |
| RYAN J BERMS | DIRECTOR, PRESIDENT ELECT Trustee or director | 1 | $0 |
| SYBIL J PORTER | DIRECTOR, IMM. PAST PRESIDENT Trustee or director | 1 | $0 |
| ROBERT GREPLING | DIRECTOR Trustee or director | 1 | $0 |
| JO ANN SHAKON | DIRECTOR Trustee or director | 1 | $0 |
| LANG WOODY | PRESIDENT Trustee or director, Officer | 5 | $0 |
| ANNE ROSS | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| JIM WINGERT | TREASURER Trustee or director, Officer | 5 | $0 |
| MARIE THOMPSON | SECRETARY Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE BORDA | DIRECTOR Trustee or director | 1 | $0 |
| RYAN J BERMS | DIRECTOR Trustee or director | 1 | $0 |
| MARIE THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT GREPLING | DIRECTOR Trustee or director | 1 | $0 |
| DONNA J LAYRISSE | DIRECTOR Trustee or director | 1 | $0 |
| ANNE ROSS | DIRECTOR Trustee or director | 1 | $0 |
| JO ANN SHAKON | DIRECTOR Trustee or director | 1 | $0 |
| CARMEN SPAGNOLIA | IMM. PAST PRESIDENT Trustee or director | 1 | $0 |
| SYBIL J PORTER | PRESIDENT Trustee or director, Officer | 5 | $0 |
| JULIE POULIN | SECRETARY Trustee or director, Officer | 1 | $0 |
| JIM WINGERT | TREASURER Trustee or director, Officer | 5 | $0 |
| LANG WOODY | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYAN J BERMS | DIRECTOR Trustee or director | 1 | $0 |
| MARIE A THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
| DONNA J LAYRISSE | DIRECTOR Trustee or director | 1 | $0 |
| JO ANN SHAKON | DIRECTOR Trustee or director | 1 | $0 |
| ANNE ROSS | DIRECTOR Trustee or director | 1 | $0 |
| ECKHARD H KUESTERS | DIRECTOR Trustee or director | 1 | $0 |
| JOSEPH LANGLEY WOODDY | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA A JONES | AUTHORIZED AGENT Trustee or director | 3 | $0 |
| JIM WINGERT | TREASURER Trustee or director, Officer | 5 | $0 |
| ROBERT GREPLING | DIRECTOR Trustee or director | 1 | $0 |
| JOHN W BODENBURG | DIRECTOR Trustee or director | 1 | $0 |
| CARMEN SPAGNOLA | PRESIDENT Trustee or director, Officer | 5 | $0 |
| SYBIL J PORTER | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 8374 MARKET STREET 449, LAKEWOOD RANCH, FL 34202-5137
- In care of
- % SALLY WALDO
- Principal officer (990 for 2024)
- JIM WINGERT, 8374 MARKET STREET 449, LAKEWOOD RANCH, FL 342025137
- Signed the 990
- JIM WINGERT, TREASURER
- Phone
- (941) 870-0002
- Website
- WWW.LAKEWOODRANCH-ROTARY.COM
- Return prepared by
- KERKERING BARBERIO & CO
Mission
THE MISSION OF ROTARY IS TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
Program accomplishments
- DURING FISCAL YEAR END 2025, OUR ROTARY CLUB GAVE GRANTS TO A NUMBER OF DIFFERENT CHARITABLE ORGANIZATIONS.Expenses $449,275 · grants $200,899 · revenue $121,185
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
- 65-1119411
- 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)
- Unknown (Z99)
- Assets (IRS master file)
- $976,392
- Income (IRS master file)
- $689,819
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $496,694 | $466,827 | $976,392 | XML |
| 990 | June 2024 | $552,042 | $545,008 | $921,215 | IRS |
| 990 | June 2023 | $1,058,224 | $1,024,886 | $1,184,696 | XML |
| 990 | June 2022 | $348,971 | $327,882 | $926,755 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 65-1119411).
Questions about ROTARY CLUB OF LAKEWOOD RANCH INC
- What is the EIN of ROTARY CLUB OF LAKEWOOD RANCH INC?
- The employer identification number (EIN) of ROTARY CLUB OF LAKEWOOD RANCH INC is 65-1119411.
- Is ROTARY CLUB OF LAKEWOOD RANCH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ROTARY CLUB OF LAKEWOOD RANCH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF LAKEWOOD RANCH 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 ROTARY CLUB OF LAKEWOOD RANCH 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 ROTARY CLUB OF LAKEWOOD RANCH 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 ROTARY CLUB OF LAKEWOOD RANCH INC?
- The 990 for the year ended June 30, 2025 names JIM WINGERT.
- Who are the officers and directors of ROTARY CLUB OF LAKEWOOD RANCH INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF LAKEWOOD RANCH INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $496,694, expenses of $466,827 and total assets of $976,392 at year end.
Other nonprofits in LAKEWOOD RANCH
- TIDEWELL HOSPICE INC EIN 59-1911861 · last filed 990 for 2025
- HOSPICE OF PALM BEACH COUNTY INC EIN 59-1825937 · last filed 990 for 2025
- HOSPICE OF THE FLORIDA SUNCOAST INC EIN 59-1744006 · last filed 990 for 2025
- HOSPICE BY THE SEA INC EIN 59-1952942 · last filed 990 for 2025
- TRUSTBRIDGE INC EIN 20-3974015 · last filed 990 for 2025
- EMPATH-STRATUM INC EIN 85-1356625 · last filed 990 for 2025
- HOSPICE OF MARION COUNTY INC EIN 59-2214796 · last filed 990 for 2025
- EMPATH HEALTH INC EIN 26-3605761 · last filed 990 for 2025