Civic Intelligence

Rotary Club of Lamorinda Sunrise

990EZ • Fiscal year 2020 • EIN 68-0122196

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 20, 2020

Organization ProfileN/A
PO Box 1491Lafayette, CA 94549

(925) 708-3504

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

96th percentile

143%

Faster asset growth than 96% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-8.0%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

$20,295

No earlier filing loaded for comparison.

Net Assets

$20,235

No earlier filing loaded for comparison.

Liabilities

$60

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin67th percentile

Revenue

$80,140

No earlier filing loaded for comparison.

Expenses

$68,256

No earlier filing loaded for comparison.

Net Income

$11,884

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$60K$40K$20K$0Assets 2020: $20,295Liabilities 2020: $60Net Assets 2020: $20,2352020Assets 2021: $24,855Liabilities 2021: $1,376Net Assets 2021: $23,4792021Assets 2022: $30,093Liabilities 2022: $5,594Net Assets 2022: $24,4992022Assets 2023: $41,249Liabilities 2023: $14,441Net Assets 2023: $26,8082023Assets 2025: $22,099Liabilities 2025: $5,333Net Assets 2025: $16,7662025

Highlighted filing

2020

Assets$20,295
Liabilities$60
Net Assets$20,235
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $80,140Expenses 2020: $68,256Net Income 2020: $11,8842020Revenue 2021: $22,099Expenses 2021: $18,855Net Income 2021: $3,2442021Revenue 2022: $24,330Expenses 2022: $23,310Net Income 2022: $1,0202022Revenue 2023: $23,734Expenses 2023: $21,425Net Income 2023: $2,3092023Revenue 2025: $92,198Expenses 2025: $102,512Net Income 2025: -$10,3142025

Highlighted filing

2020

Revenue$80,140
Expenses$68,256
Net Income$11,884
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 20, 2020
Return Version
2019v5.1
Gross Receipts
$80,140
Mission and Program Overview

Mission

Perform charitable and community services for the community

Program Services

DescriptionGrantsExpenses
DONATION TO ROTARY INTERNATIONAL AND ROTARY DISTRICT5160 TO PERFORM CHARITABLE AND COMMUNITY SERVICESWORLDWIDE$15,749$15,750
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM GUYETTEPresidentPT$0--
PEGGY CABANISSTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Lamorinda Sunrise
EIN
68-0122196
Phone
9257083504
Address
PO BOX 1491, LAFAYETTE, CA 94549

Signing Officer

Name
Bradley Ward
Title
Treasurer
Phone
9257083504
Signed
2020-10-20

Preparer

Firm
Bradley J Ward CPA
Address
3811 CAMPOLINDO DR, MORAGA, CA 94556
Preparer
Bradley Ward
Phone
9257083504
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Member reimbursements for events 9914.”

Form 990EZ, Part I, Line 8

“MEMBER DONATIONS 5301.”

Form 990EZ, Part I, Line 10

“Payment to rotary international for local & international projects; charitable; rotary international: 14255 collections center drive, chicago , il, 60693; parent organization, 15749.”

Form 990EZ, Part I, Line 16

“MEETING EXPENSE 42701.”

Form 990EZ, Part I, Line 16

“Community support / chamber 290.”

Form 990EZ, Part I, Line 16

“WEBSITE 683.”

Form 990EZ, Part I, Line 16

“TRAINING 1235.”

Form 990EZ, Part I, Line 16

“INTERCLUB MEETING 1015.”

Form 990EZ, Part II, Line 24

“ACCOUNTS RECEIVABLE 519.”

Form 990EZ, Part II, Line 26

“ACCOUNTS PAYABLE 60.”

Raw XML Appendix130 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRADLEY WARD
IRS990EZ/BooksInCareOfDetail/PhoneNum09257083504
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03811 CAMPOLINDO DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORAGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094556
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07832
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020295
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011884
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08351
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020295
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015749
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt080140
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt064925
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08351
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020235
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08351
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020235
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt114.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM GUYETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PEGGY CABANISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0519
IRS990EZ/OtherExpensesTotalAmt045924
IRS990EZ/OtherRevenueTotalAmt015215
IRS990EZ/PrimaryExemptPurposeTxt0PERFORM CHARITABLE AND COMMUNITY SERVICES FOR THE COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt06583
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION TO ROTARY INTERNATIONAL AND ROTARY DISTRICT5160 TO PERFORM CHARITABLE AND COMMUNITY SERVICESWORLDWIDE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015749
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt060
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068256
IRS990EZ/TotalProgramServiceExpensesAmt015750
IRS990EZ/TotalRevenueAmt080140
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBER REIMBURSEMENTS FOR EVENTS 9914.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBER DONATIONS 5301.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYMENT TO ROTARY INTERNATIONAL FOR LOCAL & INTERNATIONAL PROJECTS; CHARITABLE; ROTARY INTERNATIONAL: 14255 COLLECTIONS CENTER DRIVE, CHICAGO , IL, 60693; PARENT ORGANIZATION, 15749.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING EXPENSE 42701.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY SUPPORT / CHAMBER 290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE 683.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRAINING 1235.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INTERCLUB MEETING 1015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCOUNTS RECEIVABLE 519.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACCOUNTS PAYABLE 60.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09257083504
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LAMORINDA SUNRISE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680122196
ReturnHeader/Filer/PhoneNum09257083504
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1491
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094549
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F7BA84193EBF1B5A6DD1C61021C53D7414971F95
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F7BA84193EBF1B5A6DD1C61021C53D7414971F95
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.71.69.181
ReturnHeader/FilingSecurityInformation/IPDt02020-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:36:39
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADLEY J WARD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03811 CAMPOLINDO DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORAGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094556
ReturnHeader/PreparerPersonGrp/PhoneNum09257083504
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley Ward
ReturnHeader/ReturnTs02020-11-02T14:36:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,295
Liabilities
$60
Net assets
$20,235
Revenue
$80,140
Expenses
$68,256
Net income
$11,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.22$0.05$0.17$0.92$1.03$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.14$0.27$0.24$0.21$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.06$0.24$0.24$0.23$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.01$0.23$0.22$0.19$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.80$0.68$0.12