Civic Intelligence

Napa Sunrise Rotary Endowment

990EZ • Fiscal year 2012 • EIN 61-1437528

Jul 01, 2011 to Jun 30, 2012 • Filed on Aug 10, 2012

Organization ProfileN/A
2140 Jefferson St94559
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

79th percentile

31%

Faster asset growth than 79% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$157,038

Up $36,764 (+31%) from 2011

Net Assets

Up

$157,038

Up $36,764 (+31%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin93rd percentile

Revenue

Up

$66,372

Up $11,568 (+21%) from 2011

Expenses

Up

$29,608

Up $6,829 (+30%) from 2011

Net Income

Up

$36,764

Up $4,739 (+15%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$600K$400K$200K$0Assets 2011: $120,274Liabilities 2011: $0Net Assets 2011: $120,2742011Assets 2012: $157,038Liabilities 2012: $0Net Assets 2012: $157,0382012Assets 2013: $181,647Liabilities 2013: $0Net Assets 2013: $181,6472013Assets 2014: $225,170Liabilities 2014: $0Net Assets 2014: $225,1702014Assets 2015: $250,084Liabilities 2015: $0Net Assets 2015: $250,0842015Assets 2016: $228,407Liabilities 2016: $0Net Assets 2016: $228,4072016Assets 2017: $251,550Liabilities 2017: $0Net Assets 2017: $251,5502017Assets 2018: $275,216Liabilities 2018: $0Net Assets 2018: $275,2162018Assets 2019: $294,949Liabilities 2019: $0Net Assets 2019: $294,9492019Assets 2020: $321,597Liabilities 2020: $0Net Assets 2020: $321,5972020Assets 2021: $393,139Liabilities 2021: $12,443Net Assets 2021: $380,6962021Assets 2022: $331,857Liabilities 2022: $0Net Assets 2022: $331,8572022Assets 2023: $352,714Liabilities 2023: $3,700Net Assets 2023: $349,0142023Assets 2024: $402,007Net Assets 2024: $402,0072024

Highlighted filing

2012

Assets$157,038
Liabilities$0
Net Assets$157,038
Open 2012 Filing

Operations Trend

Revenue Growth73rd percentile

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

$100K$50K$0-$50KRevenue 2011: $54,804Expenses 2011: $22,779Net Income 2011: $32,0252011Revenue 2012: $66,372Expenses 2012: $29,608Net Income 2012: $36,7642012Revenue 2013: $61,071Expenses 2013: $36,462Net Income 2013: $24,6092013Revenue 2014: $72,517Expenses 2014: $28,994Net Income 2014: $43,5232014Revenue 2015: $56,143Expenses 2015: $31,229Net Income 2015: $24,9142015Revenue 2016: $43,710Expenses 2016: $65,387Net Income 2016: -$21,6772016Revenue 2017: $64,096Expenses 2017: $40,953Net Income 2017: $23,1432017Revenue 2018: $76,535Expenses 2018: $52,869Net Income 2018: $23,6662018Revenue 2019: $71,299Expenses 2019: $51,566Net Income 2019: $19,7332019Revenue 2020: $67,528Expenses 2020: $40,880Net Income 2020: $26,6482020Revenue 2021: $59,922Expenses 2021: $53,475Net Income 2021: $6,4472021Revenue 2022: $48,154Expenses 2022: $26,944Net Income 2022: $21,2102022Revenue 2023: $48,956Expenses 2023: $54,191Net Income 2023: -$5,2352023Revenue 2024: $70,045Expenses 2024: $44,647Net Income 2024: $25,3982024

Highlighted filing

2012

Revenue$66,372
Expenses$29,608
Net Income$36,764
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Aug 10, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Support of non profit organizations

Filing and Contact Details

Filer

EIN
61-1437528
Raw XML Appendix158 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/OfficerDirectorTrusteeKeyEmpl/PersonName0JOE PEATMAN JR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1DEAN LUMBERT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
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IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherExpensesTotal029608
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0SUPPORT OF NON PROFIT ORGANIZATIONS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0ROTARY DICTIONARY PROJECT PURCHASED DICTIONARYS FOR ALL THIRD GRADE STUDENTS IN NAPA VALLEY SCHOOLS GIVEN TO STUDENTS FREE PROJECT IN CONJUNCTION WITH OTHER ROTARY CLUBS IN AREA
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1PATHWAY HOME A LOCAL NONPROFIT AFFILIATED WITH THE CALIFORNIA VETERANS HOME PROVIDING COUNSELING AND MENTAL HEALTH CARE TO VETERANS AND MILITARY PERSONNEL SUFFERING FROM PTSS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2JUNIOR ACHIEVEMENT NATIONAL PROGRAM OF VOLUNTEERS TEACHING STUDENTS IN ELEMENTARY SCHOOLS VOCATIONAL AND LIFE TOPICS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3Other program services
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses06112
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses10
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses24000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses314000
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses03695
IRS990EZ/SpecialEventsNetIncomeLoss035011
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine102140 JEFFERSON ST
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0NAPA
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode094559
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IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07072551215
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IRS990EZ/TotalProgramServiceExpenses024112
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IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
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IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0290
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years01008
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years01253
IRS990ScheduleA/GrossInvestmentIncome509/Total03588
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years04000
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total04000
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear0758
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0279
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0290
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years01008
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years01253
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IRS990ScheduleA/PriorYearSupportPercentage00.97030
IRS990ScheduleA/PriorYrInvestIncomePercentage00.02970
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IRS990ScheduleA/PublicSupportTotal5090158286
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IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION AMOUNT BROKER ACCOUNT FEE 150 PART III PROGRAM SERVICES 29262 POSTAGE BANK FEES MISC 196
IRS990ScheduleO/GeneralExplanation/Explanation1SCHEDULE ATTACHED
IRS990ScheduleO/GeneralExplanation/Identifier001. Description of other expenses (Part I, line 16)
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0611437528
ReturnHeader/Filer/Name/BusinessNameLine10NAPA SUNRISE ROTARY ENDOWMENT
ReturnHeader/Filer/NameControl0NAPA
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ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094559
ReturnHeader/Officer/DateSigned02012-08-10
ReturnHeader/Officer/Name0DEAN M LUMBERT
ReturnHeader/Officer/Phone07072551215
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-10T09:49:13-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$157,038
Liabilities
$0
Net assets
$157,038
Revenue
$66,372
Expenses
$29,608
Net income
$36,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.02$4.02$0.70$0.45$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.04$3.49$0.49$0.54$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.48$0.27$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.93$0.12$3.81$0.60$0.53$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.68$0.41$0.27
2019Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.71$0.52$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.77$0.53$0.24
2017Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.64$0.41$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.44$0.65$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.56$0.31$0.25
2014Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.73$0.29$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$0.61$0.36$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.66$0.30$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.55$0.23$0.32