Civic Intelligence

Rotary Club of Lamorinda Sunrise

990EZ • Fiscal year 2021 • EIN 68-0122196

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 21, 2021

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

72nd percentile

0.06x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.06x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

60th percentile

15%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-72%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$24,855

Up $4,560 (+22%) from 2020

Net Assets

Up

$23,479

Up $3,244 (+16%) from 2020

Liabilities

Up

$1,376

Up $1,316 (+2193%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin60th percentile

Revenue

Down

$22,099

Down $58,041 (-72%) from 2020

Expenses

Down

$18,855

Down $49,401 (-72%) from 2020

Net Income

Down

$3,244

Down $8,640 (-73%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2021

Assets$24,855
Liabilities$1,376
Net Assets$23,479
Open 2021 Filing

Operations Trend

Revenue Growth9th 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

2021

Revenue$22,099
Expenses$18,855
Net Income$3,244
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 21, 2021
Return Version
2020v4.1
Gross Receipts
$22,099
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$8,400$8,400
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONRAD BREECEPresidentPT$0--
BRADLEY WARDTreasurerPT$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
2021-11-21

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 2664.”

Form 990EZ, Part I, Line 8

“MEMBER DONATIONS 11035.”

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, 8199.”

Form 990EZ, Part I, Line 16

“MEETING EXPENSE 0.”

Form 990EZ, Part I, Line 16

“Community support / chamber 165.”

Form 990EZ, Part I, Line 16

“WEBSITE 0.”

Form 990EZ, Part I, Line 16

“TRAINING 125.”

Form 990EZ, Part I, Line 16

“INTERCLUB MEETING 0.”

Form 990EZ, Part II, Line 24

“ACCOUNTS RECEIVABLE 100.”

Form 990EZ, Part II, Line 26

“Accounts payable 60. 896.”

Form 990EZ, Part II, Line 26

“PREPAID DUES 480.”

Raw XML Appendix133 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/BOYAmt020295
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024755
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03244
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0365
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020295
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024855
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08199
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt022099
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08400
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020235
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023479
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020235
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023479
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/PersonNm0CONRAD BREECE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRADLEY WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0100
IRS990EZ/OtherExpensesTotalAmt0290
IRS990EZ/OtherRevenueTotalAmt013699
IRS990EZ/PrimaryExemptPurposeTxt0PERFORM CHARITABLE AND COMMUNITY SERVICES FOR THE COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt010001
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION TO ROTARY INTERNATIONAL AND ROTARY DISTRICT5160 TO PERFORM CHARITABLE AND COMMUNITY SERVICESWORLDWIDE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt060
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01376
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018855
IRS990EZ/TotalProgramServiceExpensesAmt08400
IRS990EZ/TotalRevenueAmt022099
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBER REIMBURSEMENTS FOR EVENTS 2664.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBER DONATIONS 11035.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYMENT TO ROTARY INTERNATIONAL FOR LOCAL & INTERNATIONAL PROJECTS; CHARITABLE; ROTARY INTERNATIONAL: 14255 COLLECTIONS CENTER DRIVE, CHICAGO , IL, 60693; PARENT ORGANIZATION, 8199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING EXPENSE 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY SUPPORT / CHAMBER 165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRAINING 125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INTERCLUB MEETING 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCOUNTS RECEIVABLE 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACCOUNTS PAYABLE 60. 896.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PREPAID DUES 480.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09257083504
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-21
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/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/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-21T08:57:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRADLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,855
Liabilities
$1,376
Net assets
$23,479
Revenue
$22,099
Expenses
$18,855
Net income
$3,244
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.80$0.68$0.12