Civic Intelligence

Rotary Club of Lamorinda Sunrise

990EZ • Fiscal year 2023 • EIN 68-0122196

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

Organization ProfileN/A
3641 MtDiablo Blvd 1491Lafayette, CA 94549

(925) 708-3504

Siviq Scores

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

Liabilities / Assets

88th percentile

0.35x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.61x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

62nd percentile

9.7%

Higher net margin than 62% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

88th percentile

37%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

-2.4%

Faster revenue growth than 39% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$41,249

Up $11,156 (+37%) from 2022

Net Assets

Up

$26,808

Up $2,309 (+9.4%) from 2022

Liabilities

Up

$14,441

Up $8,847 (+158%) from 2022

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin62nd percentile

Revenue

Down

$23,734

Down $596 (-2.4%) from 2022

Expenses

Down

$21,425

Down $1,885 (-8.1%) from 2022

Net Income

Up

$2,309

Up $1,289 (+126%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2023

Assets$41,249
Liabilities$14,441
Net Assets$26,808
Open 2023 Filing

Operations Trend

Revenue Growth39th 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

2023

Revenue$23,734
Expenses$21,425
Net Income$2,309
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$23,734
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$9,412$9,412
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN HERBERTPresidentPT$0--
BRADLEY WARDTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Lamorinda Sunrise
EIN
68-0122196
Phone
9257083504
Address
3641 MtDiablo Blvd 1491, LAFAYETTE, CA 94549

Signing Officer

Name
Bradley Ward
Title
Treasurer
Phone
9257083504
Signed
2023-11-08
Discuss with paid preparer
Yes

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 16

“Community support / chamber 165.”

Form 990EZ, Part I, Line 16

“DONATION TO ROTARY 9412.”

Form 990EZ, Part I, Line 16

“MEETING 2017.”

Form 990EZ, Part I, Line 16

“TRAINING 980.”

Form 990EZ, Part I, Line 16

“WEBSITE/APPS 2034.”

Form 990EZ, Part II, Line 24

“ACCOUNTS RECEIVABLE”

Form 990EZ, Part II, Line 26

“ACCOUNTS PAYABLE 4443.”

Form 990EZ, Part II, Line 26

“PREPAID DUES 1151.”

Raw XML Appendix128 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/BOYAmt030093
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041249
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02309
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030093
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041249
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt023734
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023734
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024499
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026808
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024499
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026808
IRS990EZ/OccupancyRentUtltsAndMaintAmt05162
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/PersonNm0DAN HERBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRADLEY WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014608
IRS990EZ/PrimaryExemptPurposeTxt0PERFORM CHARITABLE AND COMMUNITY SERVICES FOR THE COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt01355
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION TO ROTARY INTERNATIONAL AND ROTARY DISTRICT5160 TO PERFORM CHARITABLE AND COMMUNITY SERVICESWORLDWIDE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09412
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09412
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05594
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014441
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021425
IRS990EZ/TotalProgramServiceExpensesAmt09412
IRS990EZ/TotalRevenueAmt023734
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY SUPPORT / CHAMBER 165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATION TO ROTARY 9412.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETING 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRAINING 980.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEBSITE/APPS 2034.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS RECEIVABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACCOUNTS PAYABLE 4443.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PREPAID DUES 1151.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09257083504
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LAMORINDA SUNRISE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680122196
ReturnHeader/Filer/PhoneNum09257083504
ReturnHeader/Filer/USAddress/AddressLine1Txt03641 MtDiablo Blvd 1491
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094549
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley Ward
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-11T12:56:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRADLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,249
Liabilities
$14,441
Net assets
$26,808
Revenue
$23,734
Expenses
$21,425
Net income
$2,309
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)4 • <$500k nonprofits