Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
90th percentile
Higher net margin than 90% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
64th percentile
Faster asset growth than 64% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
Balance Sheet
Assets
Up$250,084
Up $24,914 (+11%) from 2014
Net Assets
Up$250,084
Up $24,914 (+11%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue And Expenses
Revenue
Down$56,143
Down $16,374 (-23%) from 2014
Expenses
Up$31,229
Up $2,235 (+7.7%) from 2014
Net Income
Down$24,914
Down $18,609 (-43%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Jul 22, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $62,517
Mission and Program Overview
Mission
Support of non profit organizations
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Other program services | - | $23,100 |
| JUNIOR ACHIEVEMENT- NATIONAL PROGRAM OF VOLUNTEERS TEACHING STUDENTS IN ELEMENTARY SCHOOLS VOCATIONAL AND LIFE TOPICS | - | $5,000 |
| ROTARY 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 | - | - |
| PATHWAY HOME- A LOCAL NON-PROFIT AFFILIATED WITH THE CALIFORNIA VETERANS HOME PROVIDING COUNSELING AND MENTAL HEALTH CARE TO VETERANS AND MILITARY PERSONNEL SUFFERING FROM PTSS | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARK FOXWORTHY | President | - | $0 | - | - |
| DEAN LUMBERT | Treasurer | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Auction | $18,644 | $18,644 | $2,283 | $16,361 |
| Total Events | $18,644 | $18,644 | $6,374 | $12,270 |
Filing and Contact Details
Filer
- Filer Name
- Napa Sunrise Rotary Endowment
- EIN
- 61-1437528
- Address
- P O BOX 5324, NAPA, CA 94581
Signing Officer
- Name
- Dean M Lumbert
- Title
- Treasurer
- Phone
- 7072551215
- Signed
- 2015-07-22
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description amountbroker account fee 3,084part iii program services 28,100postage bank fees misc 45”
Description of other assets Part II line 24
“Category beginning of year end of yearunrealized gains on investment 29,650 19,425receivables 0 10,350”
Other program services Part III line 31
“SEE SCHEDULE ATTACHED”
Raw XML Appendix160 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 |
|---|---|---|
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| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DEAN LUMBERT |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7072551215 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | P O BOX 5324 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | NAPA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94581 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 195520 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 220309 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 40225 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 24914 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 225170 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 250084 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 18644 |
| IRS990EZ/GrossReceiptsAmt | 0 | 62517 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3648 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 225170 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 250084 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 225170 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 250084 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARK FOXWORTHY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DEAN LUMBERT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 29650 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 29775 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 31229 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SUPPORT OF NON PROFIT ORGANIZATIONS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ROTARY 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 |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | JUNIOR ACHIEVEMENT- NATIONAL PROGRAM OF VOLUNTEERS TEACHING STUDENTS IN ELEMENTARY SCHOOLS VOCATIONAL AND LIFE TOPICS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | Other program services |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 5000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 23100 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 6374 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 12270 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 31229 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 28100 |
| IRS990EZ/TotalRevenueAmt | 0 | 56143 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 40225 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 20899 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 33521 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 30603 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 26797 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 152045 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 3648 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3616 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 10646 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 758 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 279 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 18947 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 3648 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 3616 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 10646 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 758 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 279 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 18947 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.10000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.08000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | -10225 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 28458 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 18233 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.80350 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.79000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 152045 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 40225 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 20899 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 33521 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 30603 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 26797 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 152045 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 33648 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 52973 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 44167 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 31361 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 27076 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 189225 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 6374 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 500 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 500 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | AUCTION |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 915 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 915 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 18644 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 18644 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 18644 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 18644 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 12270 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 2283 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 2283 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 2676 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 2676 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION AMOUNTBROKER ACCOUNT FEE 3,084PART III PROGRAM SERVICES 28,100POSTAGE BANK FEES MISC 45 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CATEGORY BEGINNING OF YEAR END OF YEARUNREALIZED GAINS ON INVESTMENT 29,650 19,425RECEIVABLES 0 10,350 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | SEE SCHEDULE ATTACHED |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other program services Part III line 31 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DEAN M LUMBERT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7072551215 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-07-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAPA SUNRISE ROTARY ENDOWMENT |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAPA |
| ReturnHeader/Filer/EIN | 0 | 611437528 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 5324 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NAPA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94581 |
| ReturnHeader/ReturnTs | 0 | 2015-07-22T11:04:36-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $250,084
- Liabilities
- $0
- Net assets
- $250,084
- Revenue
- $56,143
- Expenses
- $31,229
- Net income
- $24,914