Liabilities / Assets
56th 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
8th percentile
Higher net margin than 8% 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
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
Balance Sheet
Assets
Down$228,407
Down $21,677 (-8.7%) from 2015
Net Assets
Down$228,407
Down $21,677 (-8.7%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Down$43,710
Down $12,433 (-22%) from 2015
Expenses
Up$65,387
Up $34,158 (+109%) from 2015
Net Income
Down-$21,677
Down $46,591 (-187%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- Nov 2, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $58,619
Mission and Program Overview
Mission
Support of non profit organizations
Program Services
| Description | Grants | Expenses |
|---|---|---|
| BOYS AND GIRLS CLUB OF NAPA VALLEY- AFTER SCHOOL PROGRAMS FOR YOUNG ADULTS DONATED FUNDS FOR BUILDING A LOCATION IN VALLEJO TO SERVE YOUTH IN SOUTH COUNTY | - | $30,000 |
| Other program services | - | $9,979 |
| 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 | - | $5,141 |
| JUNIOR ACHIEVEMENT- NATIONAL PROGRAM OF VOLUNTEERS TEACHING STUDENTS IN ELEMENTARY SCHOOLS VOCATIONAL AND LIFE TOPICS | - | $5,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HUGH LINN | President | - | $0 | - | - |
| DEAN LUMBERT | Treasurer | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Auction | $18,647 | $18,647 | $421 | $18,226 |
| Total Events | $18,647 | $18,647 | $15,909 | $2,738 |
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 Lumbert
- Title
- Treasurer
- Phone
- 7072559247
- Signed
- 2016-11-02
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description amountbroker account fee 2,767part iii program services 50,120postage bank fees misc 122unrealized loss on investments 12,378”
Description of other assets Part II line 24
“Category beginning of year end of yearunrealized gain on investment 19,425 4,700receivables 10,350 1,660”
Other program services Part III line 31
“SEE SCHEDULE ATTACHED”
Raw XML Appendix162 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| 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 | 220309 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 222047 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 32847 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -21677 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 250084 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 228407 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 18647 |
| IRS990EZ/GrossReceiptsAmt | 0 | 58619 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 7125 |
| 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 | 250084 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 228407 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 250084 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 228407 |
| 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 | HUGH LINN |
| 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 | 29775 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 6360 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 65387 |
| 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 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | BOYS AND GIRLS CLUB OF NAPA VALLEY- AFTER SCHOOL PROGRAMS FOR YOUNG ADULTS DONATED FUNDS FOR BUILDING A LOCATION IN VALLEJO TO SERVE YOUTH IN SOUTH COUNTY |
| 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 | 5141 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 30000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 5000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 9979 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 14909 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 3738 |
| 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 | 65387 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 50120 |
| IRS990EZ/TotalRevenueAmt | 0 | 43710 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 32847 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 40225 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 20899 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 33521 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 30603 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 158095 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 7125 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3648 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3616 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 10646 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 758 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 25793 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 7125 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 3648 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 3616 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 10646 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 758 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 25793 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.14000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.10000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | -12378 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | -10225 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 28458 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 5855 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.83320 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.80000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 158095 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 32847 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 40225 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 20899 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 33521 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 30603 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 158095 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 27594 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 33648 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 52973 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 44167 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 31361 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 189743 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 15909 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 1200 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 1200 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | AUCTION |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 12518 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 12518 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 18647 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 18647 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 18647 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 18647 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 2738 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 421 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 421 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 1770 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 1770 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION AMOUNTBROKER ACCOUNT FEE 2,767PART III PROGRAM SERVICES 50,120POSTAGE BANK FEES MISC 122UNREALIZED LOSS ON INVESTMENTS 12,378 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CATEGORY BEGINNING OF YEAR END OF YEARUNREALIZED GAIN ON INVESTMENT 19,425 4,700RECEIVABLES 10,350 1,660 |
| 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 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DEAN LUMBERT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7072559247 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-11-02 |
| 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 | 2016-11-02T14:50:49-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $228,407
- Liabilities
- $0
- Net assets
- $228,407
- Revenue
- $43,710
- Expenses
- $65,387
- Net income
- -$21,677