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
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
87th percentile
Higher net margin than 87% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
85th percentile
Faster revenue growth than 85% of similar nonprofits.
Balance Sheet
Assets
Up$251,550
Up $23,143 (+10%) from 2016
Net Assets
Up$251,550
Up $23,143 (+10%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue And Expenses
Revenue
Up$64,096
Up $20,386 (+47%) from 2016
Expenses
Down$40,953
Down $24,434 (-37%) from 2016
Net Income
Up$23,143
Up $44,820 (+207%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Sep 27, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $87,083
Mission and Program Overview
Mission
Support of non profit organizations
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Other program services | - | $14,366 |
| 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 | - | $12,180 |
| 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 | - | $10,000 |
| 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 |
|---|---|---|---|---|---|
| MARK LESTI | President | - | $0 | - | - |
| DEAN LUMBERT | Treasurer | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Lobster Feed | $25,707 | $25,707 | $4,604 | $21,103 |
| Total Events | $25,707 | $25,707 | $22,987 | $2,720 |
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
- 2017-09-27
Supplemental Narrative
Additional Explanations
Description of other revenue Part I line 8
“Description AmountUNREALIZED GAIN ON INVESTMENTS 11,619”
Description of other expenses Part I line 16
“Description AmountBROKER ACCOUNT FEE 2,841PART III PROGRAM SERVICES 37,796POSTAGE BANK FEES MISC 298BANK CHARGES 18”
Description of other assets Part II line 24
“Category Beginning of Year End of YearUNREALIZED GAIN ON INVESTMENT 4,700 16,318RECEIVABLES 1,660 12,217”
Other program services Part III line 31
“SEE SCHEDULE ATTACHED”
Raw XML Appendix174 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 | 7072559247 |
| 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 | 222047 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 223015 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 32720 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 23143 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 228407 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 251550 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 26793 |
| IRS990EZ/GrossReceiptsAmt | 0 | 87083 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 15951 |
| 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 | 228407 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 251550 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 228407 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 251550 |
| 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 LESTI |
| 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 | 6360 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 28535 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 40953 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 11619 |
| 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 | 12180 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 10000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 5000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 14366 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 22987 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 3806 |
| 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 | 40953 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 41546 |
| IRS990EZ/TotalRevenueAmt | 0 | 64096 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 32720 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 32847 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 40225 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 20899 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 33521 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 160212 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 15951 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 7125 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3648 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3616 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 10646 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 40986 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 15951 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 7125 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 3648 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 3616 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 10646 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 40986 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.19000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.14000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 11619 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | -12378 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | -10225 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 28458 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 17474 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.73270 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.83320 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 160212 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 32720 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 32847 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 40225 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 20899 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 33521 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 160212 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 60290 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 27594 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 33648 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 52973 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 44167 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 218672 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 22987 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 1150 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 1150 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | LOBSTER FEED |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 13748 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 13748 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 25707 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 25707 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 25707 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 25707 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 2720 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 4604 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 4604 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 3485 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 3485 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountUNREALIZED GAIN ON INVESTMENTS 11,619 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountBROKER ACCOUNT FEE 2,841PART III PROGRAM SERVICES 37,796POSTAGE BANK FEES MISC 298BANK CHARGES 18 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Category Beginning of Year End of YearUNREALIZED GAIN ON INVESTMENT 4,700 16,318RECEIVABLES 1,660 12,217 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | SEE SCHEDULE ATTACHED |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | 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 | 2017-09-27 |
| 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/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | B37906C7BD332980D0B2CE708FFDFD3AC10D73B0 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | B37906C7BD332980D0B2CE708FFDFD3AC10D73B0 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 6849532017270n4w02qk |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2017-09-27 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 73.92.43.139 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-09-27 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 18:02:33 |
| ReturnHeader/ReturnTs | 0 | 2017-09-27T17:57:59-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $251,550
- Liabilities
- $0
- Net assets
- $251,550
- Revenue
- $64,096
- Expenses
- $40,953
- Net income
- $23,143