Civic Intelligence

Lodi Rotary Foundation

990EZ • Fiscal year 2019 • EIN 38-3913798

Jul 01, 2018 to Jun 30, 2019 • Filed on May 14, 2020

Organization ProfileN/A
P O Box 821Lodi, CA 95241

(209) 333-8113

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

60th percentile

8.1%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

4.9%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

9.2%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$132,888

Up $6,234 (+4.9%) from 2018

Net Assets

Up

$132,888

Up $6,234 (+4.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin60th percentile

Revenue

Up

$76,923

Up $6,464 (+9.2%) from 2018

Expenses

Up

$70,689

Up $32,032 (+83%) from 2018

Net Income

Down

$6,234

Down $25,568 (-80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$300K$200K$100K$0Assets 2014: $16,771Liabilities 2014: $1952014Assets 2017: $96,817Liabilities 2017: $0Net Assets 2017: $96,8172017Assets 2018: $126,654Liabilities 2018: $0Net Assets 2018: $126,6542018Assets 2019: $132,888Liabilities 2019: $0Net Assets 2019: $132,8882019Assets 2020: $134,377Liabilities 2020: $0Net Assets 2020: $134,3772020Assets 2021: $153,521Liabilities 2021: $0Net Assets 2021: $153,5212021Assets 2022: $193,088Liabilities 2022: $0Net Assets 2022: $193,0882022Assets 2023: $198,824Liabilities 2023: $02023Assets 2025: $220,477Net Assets 2025: $220,4772025

Highlighted filing

2019

Assets$132,888
Liabilities$0
Net Assets$132,888
Open 2019 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50KRevenue 2014: $18,920Expenses 2014: $2,344Net Income 2014: $16,5762014Revenue 2017: $92,250Expenses 2017: $42,256Net Income 2017: $49,9942017Revenue 2018: $70,459Expenses 2018: $38,657Net Income 2018: $31,8022018Revenue 2019: $76,923Expenses 2019: $70,689Net Income 2019: $6,2342019Revenue 2020: $85,685Expenses 2020: $84,196Net Income 2020: $1,4892020Revenue 2021: $37,333Expenses 2021: $22,807Net Income 2021: $14,5262021Revenue 2022: $92,014Expenses 2022: $49,184Net Income 2022: $42,8302022Revenue 2023: $55,370Expenses 2023: $49,634Net Income 2023: $5,7362023Revenue 2025: $76,196Expenses 2025: $81,819Net Income 2025: -$5,6232025

Highlighted filing

2019

Revenue$76,923
Expenses$70,689
Net Income$6,234
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 14, 2020
Return Version
2018v3.1
Gross Receipts
$128,725
Mission and Program Overview

Mission

A nonprofit public benefit organization to provide funding for varied projects and programs such as scholarships, youth oriented activities, and projects that specifically aid the handicapped and the aged.

Program Services

DescriptionGrantsExpenses
Providing contributions and funding to various unrelated non profits$66,376-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Phil LenserChairman-$0--
Sherry CottaSecretary-$0--
Pat PatrickDirector-$0--
Kirk StangelandPast President-$0--
Brian KanegawaTreasurer-$0--
Mike HodgePresident Elect-$0--
Joe CottaDirector-$0--
Jerry FryDirector-$0--
Dan IngrumDirector-$0--
Paul MetzDirector-$0--
Phil SherwoodClub President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Margarita booth - Lodi Grape Festival$32,663$32,663$12,739$19,924
shrimp mania$23,455$23,455$1,157$22,298
Total Events$103,071$103,071$49,317$53,754
Filing and Contact Details

Filer

Filer Name
Lodi Rotary Foundation
EIN
38-3913798
Address
P O BOX 821, LODI, CA 95241

Signing Officer

Name
Brian Kanegawa
Title
Treasurer
Signed
2020-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Solari Accountancy
Address
1806 W KETTLEMAN LN STE H, LODI, CA 95242
Preparer
Jonathan J Solari CPA
Phone
2093398099
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: donation | Donee's Name: adopt a child | Donee's Address: 100 pine st lodi ca 95240 | Cash Amount Given: $8593”

Grants and Similar Amounts Paid In Excess of $5,000.16

“| Donee's Name: ANIMAL FRIENDS CONNECTIONS | Donee's Address: 1120 S CHEROKEE LN LODI CA 95240 | Cash Amount Given: $10000”

Grants and Similar Amounts Paid In Excess of $5,000.18

“| Donee's Name: UC Davis Comprehensive Cancer Center | Donee's Address: 4501 X Street, Suite 3016 SACRANENTO CA 95817 | Cash Amount Given: $16000”

Other Expenses.1

“STORAGE $1212”

Other Expenses.2

“MEETINGS $1036”

Other Expenses.3

“merchant fees $735”

Other Expenses.4

“dues $450”

Other Expenses.5

“REIMBURSEMENTS $270”

Other Expenses.6

“FILING FEES $110”

Raw XML Appendix215 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/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kirk Stangeland
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Phil Sherwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President Elect
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Club President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03813
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A nonprofit public benefit organization to provide funding for varied projects and programs such as scholarships, youth oriented activities, and projects that specifically aid the handicapped and the aged.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt066376
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt02600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt053754
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt066376
IRS990EZ/TotalRevenueAmt076923
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03772
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03900
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt092112
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0156864
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049317
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Margarita booth - Lodi Grape Festival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0shrimp mania
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01693
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03241
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt05818
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01157
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06635
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt010485
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt017470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: donation | Donee's Name: adopt a child | Donee's Address: 100 pine st lodi ca 95240 | Cash Amount Given: $8593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: ANIMAL FRIENDS CONNECTIONS | Donee's Address: 1120 S CHEROKEE LN LODI CA 95240 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: UC Davis Comprehensive Cancer Center | Donee's Address: 4501 X Street, Suite 3016 SACRANENTO CA 95817 | Cash Amount Given: $16000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STORAGE $1212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEETINGS $1036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5merchant fees $735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6dues $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7REIMBURSEMENTS $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FILING FEES $110
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Kanegawa
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0383913798
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 821
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095241
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680467213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOLARI ACCOUNTANCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01806 W KETTLEMAN LN STE H
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LODI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095242
ReturnHeader/PreparerPersonGrp/PhoneNum02093398099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan J Solari CPA
ReturnHeader/ReturnTs02020-05-14T17:14:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,888
Liabilities
$0
Net assets
$132,888
Revenue
$76,923
Expenses
$70,689
Net income
$6,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.20$2.20$0.76$0.82$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$0.55$0.50$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.92$0.49$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.37$0.23$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.86$0.84$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.77$0.71$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.70$0.39$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.92$0.42$0.50
2014Summary only. Only limited summary data is available for this year.$0.17$0.00$0.19$0.02$0.17