Napa Sunrise Rotary Endowment

990EZ • Fiscal year 2018 • EIN 61-1437528

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 19, 2018

Organization Profile N/A

P O Box 5324Napa, CA 94581

(707) 255-9247

Siviq Scores

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

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

31%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

9.4%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

19%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets57th percentile

Assets

$275,216

Up $23,666 (+9.4%) from 2017

Net Assets

$275,216

Up $23,666 (+9.4%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin84th percentile

Revenue

$76,535

Up $12,439 (+19%) from 2017

Expenses

$52,869

Up $11,916 (+29%) from 2017

Net Income

$23,666

Up $523 (+2.3%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

Highlighted filing

2018

Assets$275,216

Liabilities$0

Net Assets$275,216

Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

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

Highlighted filing

2018

Revenue$76,535

Expenses$52,869

Net Income$23,666

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Oct 19, 2018
Return Version: 2017v2.2
Gross Receipts: $97,646

Mission and Program Overview

Mission

Support of non profit organizations

Program Services

Description	Grants	Expenses
Other program services	-	$30,658
BOYS AND GIRLS CLUB OF NAPA VALLEY- AFTER SCHOOL PROGRAMS FOR YOUNG ADULTS	-	$10,500
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	-	$6,270
JUNIOR ACHIEVEMENT- NATIONAL PROGRAM OF VOLUNTEERS TEACHING STUDENTS IN ELEMENTARY SCHOOLS VOCATIONAL AND LIFE TOPICS	-	$5,000

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JASON DOMINICI	President	-	$0	-	-
DEAN LUMBERT	Treasurer	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Bbq	$25,628	$25,628	$1,003	$24,625
Total Events	$25,628	$25,628	$18,411	$7,217

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: 7072559247
Signed: 2018-10-19

Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountUNREALIZED GAIN ON INVESTMENTS 11,841”

Description of other expenses Part I line 16

“Description AmountBROKER ACCOUNT FEE 2,846PART III PROGRAM SERVICES 49,728POSTAGE BANK FEES MISC 295”

Description of other assets Part II line 24

“Category Beginning of Year End of YearUNREALIZED GAIN ON INVESTMENT 16,318 28,159RECEIVABLES 12,217 2,650”

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	223015
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	244407
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	54953
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	23666
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	251550
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	275216
IRS990EZ/FundraisingGrossIncomeAmt	0	25628
IRS990EZ/GrossReceiptsAmt	0	97646
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	5224
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingOtherDesc	0	MODIFIED ACCRU
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	251550
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	275216
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	251550
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	275216
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	JASON DOMINICI
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	28535
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	30809
IRS990EZ/OtherExpensesTotalAmt	0	52869
IRS990EZ/OtherRevenueTotalAmt	0	11841
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
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	6270
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	10500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	5000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	3	30658
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	21111
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	4517
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	52869
IRS990EZ/TotalProgramServiceExpensesAmt	0	52428
IRS990EZ/TotalRevenueAmt	0	76535
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	54953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	32720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	32847
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	40225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	20899
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	181644
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	5224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	15951
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	7125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	3648
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	3616
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	35564
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	5224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	15951
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	7125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	3648
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	3616
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	35564
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.14000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.19000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt	0	11841
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt	0	11619
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	-12378
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	-10225
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	28458
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	29315
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.73680
IRS990ScheduleA/PublicSupportPY509Pct	0	0.73270
IRS990ScheduleA/PublicSupportTotal509Amt	0	181644
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	54953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	32720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	32847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	40225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	20899
IRS990ScheduleA/Total509Grp/TotalAmt	0	181644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	72018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	60290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	27594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	33648
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	52973
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	246523
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	18411
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt	0	1000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt	0	1000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	BBQ
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt	0	12733
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	12733
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	25628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	25628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	25628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	25628
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	7217
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	1003
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	1003
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt	0	3675
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	3675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description AmountUNREALIZED GAIN ON INVESTMENTS 11,841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description AmountBROKER ACCOUNT FEE 2,846PART III PROGRAM SERVICES 49,728POSTAGE BANK FEES MISC 295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Category Beginning of Year End of YearUNREALIZED GAIN ON INVESTMENT 16,318 28,159RECEIVABLES 12,217 2,650
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	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DEAN M LUMBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7072559247
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-10-19
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	6849532018293g1fwxlr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2018-10-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	73.241.177.138
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-10-20
ReturnHeader/FilingSecurityInformation/IPTm	0	14:48:58
ReturnHeader/ReturnTs	0	2018-10-20T14:33:52-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $275,216
Liabilities: $0
Net assets: $275,216
Revenue: $76,535
Expenses: $52,869
Net income: $23,666

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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