Lodi Sunrise Rotary Clubinc

EIN 68-0137092 • 501(c)4 • Lodi, CA

Profile

Rotary projects, both local and international. Donate to the community both financially and hands on projects.

PO Box 2326Lodi, CA 95241

www.lodisunriserotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

-24%

Higher net margin than 20% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

-14%

Faster asset growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

-7.0%

Faster revenue growth than 39% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$53,975

Down $10,735 (-17%) from 2024

Liabilities

Flat

Flat from 2024

Net Assets

Down

$53,975

Down $10,735 (-17%) from 2024

Operations

Liabilities / Revenue60th percentile Net Margin20th percentile

Revenue

Down

$43,846

Down $1,442 (-3.2%) from 2024

Expenses

$54,581

Up $1,607 (+3.0%) from 2024

Net Income

Down

-$10,735

Down $3,049 (-40%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2025

Assets$53,975

Liabilities$0

Net Assets$53,975

Open 2025 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2025

Revenue$43,846

Expenses$54,581

Net Income-$10,735

Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $53,975
Liabilities: $0
Net assets: $53,975
Revenue: $43,846
Expenses: $54,581
Net income: -$10,735

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$54.0	$0.00	$54.0	$43.8	$54.6	$10.7
2024Detailed filing. Detailed filing data is available for this year.	$64.7	$0.00	$64.7	$45.3	$53.0	$7.69
2023Detailed filing. Detailed filing data is available for this year.	$72.4	$0.00	$72.4	$50.7	$41.9	$8.77
2022Detailed filing. Detailed filing data is available for this year.	$63.6	$0.00	$63.6	$68.5	$29.0	$39.5
2021Detailed filing. Detailed filing data is available for this year.	$25.9	$0.00	$25.9	$22.0	$23.1	$1.03
2020Detailed filing. Detailed filing data is available for this year.	$26.9	$0.00	$26.9	$39.6	$44.3	$4.67
2019Detailed filing. Detailed filing data is available for this year.	$31.6	$0.00	$31.6	$51.9	$71.5	$19.5
2018Detailed filing. Detailed filing data is available for this year.	$51.1	$0.00	$51.1	$49.7	$48.2	$1.47
2017Detailed filing. Detailed filing data is available for this year.	$49.6	$0.00	$49.6	$54.9	$46.2	$8.73
2016Detailed filing. Detailed filing data is available for this year.	$40.9	$0.00	$40.9	$44.4	$43.9	$0.54
2015Detailed filing. Detailed filing data is available for this year.	$40.3	$0.00	$40.3	$38.7	$38.3	$0.46
2014Detailed filing. Detailed filing data is available for this year.	$39.9	$0.00	$39.9	$44.8	$40.6	$4.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$35.7	$0.00	$35.7	$40.7	$34.4	$6.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$31.9	$2.50	$29.4	$35.6	$45.8	$10.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$41.6	$2.00	$39.6	$34.6	$37.6	$2.99
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$44.6	$2.00	$42.6	$41.3	$42.0	$0.72

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jul 1, 2024 to Jun 30, 2025
Signed: Aug 20, 2025
Return Version: 2024v5.2
Gross Receipts: $85,424

Mission and Program Overview

Mission

Rotary project, both local and international.

Rotary projects, both local and international. Donate to the community both financially and hands on projects.

Program Services

Description	Grants	Expenses
YOUTH SERVICES & COMMUNITY SERVICE - PROVIDE A SPEECH CONTEST FOR LOCAL HIGH SCHOOL STUDENTS, PROVIDE DONATIONS OF FUNDS, FOOD AND SUPPLIES TO LOCAL CHARITABLE ORGANIZATIONS. PREPARE MEALS FOR RISE AGAINST HUNGER TO BE SENT TO AREAS OF NEED. SPONSOR AND PROVIDE HANDS ON VOLUNTEERS FOR A HEARING CLINIC AT UOP TO BE ABLE TO PROVIDE HEARING AIDES TO THOSE IN NEED.	$0	$28,412
CLUB SERVICE - PROVIDE AN ATMOSPHERE THAT ALLOWS THE COMMUNITY LEADERS TO COME TOGETHER AND ENJOY COMMERADERY, FOSTER HONORABLE PROFESSIONS AND VOCATIONS, WHICH ALLOWS US TO ACCOMPLISH THE ABOVE OBJECTIVES ALONG WITH SERVICE ABOVE SELF.	$0	$17,071
PROVIDE A PLACE FOR LOCAL BUSINESS PEOPLE TO BE ABLE TO NETWORK AND JOIN TOGETHER IN RAISING FUNDS AND PROVIDING DONATION AND COMMUNITY SUPPORT FOR LOCAL ORGANIZATIONS	$0	$6,086

Compensation and Service Providers

Top Officer Pay91st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHRISTINE FRANKLIN	Treasurer	-	$0	-	-
KEN DAMMEL	Secretary	-	$0	-	-
GENE RENO	President	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Lodi Grape Festival	$44,376	$44,376	$28,351	$16,025
Bike Ride	$28,725	$28,725	$5,426	$23,299
Total Events	$73,101	$73,101	$41,578	$31,523

Filing and Contact Details

Filer

Filer Name: Lodi Sunrise Rotary Clubinc
EIN: 68-0137092
Phone: 2094807852
Address: PO BOX 2326, LODI, CA 95241

Signing Officer

Name: Paul Taylor
Title: Treasurer
Phone: 2094807852
Signed: 2025-08-20
Discuss with paid preparer: Yes

Preparer

Firm: Kemper CPA Group Llp
Address: 3031 W MARCH LANE STE 133 S, STOCKTON, CA 95219
Preparer: Christine Franklin
Phone: 2094732001

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: administrative expense. Amount: 2,814. Description: member expenses. Amount: 1,900. Description: community service. Amount: 6,086. Description: youth service. Amount: 1,712. Description: international service. Amount: 5,100. Description: club service. Amount: 3,352. Description: breakfast expense. Amount: 6,769. Description: foundation dinner. Amount: 150. Description: international/district dues. Amount: 4,898. Description: community service - hearing clinic. Amount: 21,600. Description: rotary foundation contribution. Amount: 200. Total to form 990-ez, line 16: 54,581.”

Raw XML Appendix134 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	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	CHRISTINE FRANKLIN
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2094732001
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO BOX 2326
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	95240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	64710
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	53975
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	2175
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-10735
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	64710
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	53975
IRS990EZ/FundraisingGrossIncomeAmt	0	73101
IRS990EZ/GrossReceiptsAmt	0	85424
IRS990EZ/GroupExemptionNum	0	0573
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	10148
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	64710
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	53975
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	64710
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	53975
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	CHRISTINE FRANKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KEN DAMMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	GENE RENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	PRESIDENT
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	54581
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	ROTARY PROJECTS, BOTH LOCAL AND INTERNATIONAL. DONATE TO THE COMMUNITY BOTH FINANCIALLY AND HANDS ON PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	YOUTH SERVICES & COMMUNITY SERVICE - PROVIDE A SPEECH CONTEST FOR LOCAL HIGH SCHOOL STUDENTS, PROVIDE DONATIONS OF FUNDS, FOOD AND SUPPLIES TO LOCAL CHARITABLE ORGANIZATIONS. PREPARE MEALS FOR RISE AGAINST HUNGER TO BE SENT TO AREAS OF NEED. SPONSOR AND PROVIDE HANDS ON VOLUNTEERS FOR A HEARING CLINIC AT UOP TO BE ABLE TO PROVIDE HEARING AIDES TO THOSE IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	PROVIDE A PLACE FOR LOCAL BUSINESS PEOPLE TO BE ABLE TO NETWORK AND JOIN TOGETHER IN RAISING FUNDS AND PROVIDING DONATION AND COMMUNITY SUPPORT FOR LOCAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	CLUB SERVICE - PROVIDE AN ATMOSPHERE THAT ALLOWS THE COMMUNITY LEADERS TO COME TOGETHER AND ENJOY COMMERADERY, FOSTER HONORABLE PROFESSIONS AND VOCATIONS, WHICH ALLOWS US TO ACCOMPLISH THE ABOVE OBJECTIVES ALONG WITH SERVICE ABOVE SELF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	28412
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	6086
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	17071
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	41578
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	31523
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	54581
IRS990EZ/TotalProgramServiceExpensesAmt	0	51569
IRS990EZ/TotalRevenueAmt	0	43846
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.LODISUNRISEROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	41578
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	LODI GRAPE FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	BIKE RIDE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt	0	6035
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	6035
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	44376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	28725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	73101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	44376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	28725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	73101
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	31523
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	33777
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	28351
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	5426
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt	0	1766
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	1766
IRS990ScheduleG/SpecialFundraisingEventsInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 2,814. DESCRIPTION: MEMBER EXPENSES. AMOUNT: 1,900. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 6,086. DESCRIPTION: YOUTH SERVICE. AMOUNT: 1,712. DESCRIPTION: INTERNATIONAL SERVICE. AMOUNT: 5,100. DESCRIPTION: CLUB SERVICE. AMOUNT: 3,352. DESCRIPTION: BREAKFAST EXPENSE. AMOUNT: 6,769. DESCRIPTION: FOUNDATION DINNER. AMOUNT: 150. DESCRIPTION: INTERNATIONAL/DISTRICT DUES. AMOUNT: 4,898. DESCRIPTION: COMMUNITY SERVICE - HEARING CLINIC. AMOUNT: 21,600. DESCRIPTION: ROTARY FOUNDATION CONTRIBUTION. AMOUNT: 200. TOTAL TO FORM 990-EZ, LINE 16: 54,581.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PAUL TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2094807852
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LODI SUNRISE ROTARY CLUBINC
ReturnHeader/Filer/BusinessNameControlTxt	0	LODI
ReturnHeader/Filer/EIN	0	680137092
ReturnHeader/Filer/PhoneNum	0	2094807852
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 2326
ReturnHeader/Filer/USAddress/CityNm	0	LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	95241
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3031 W MARCH LANE STE 133 S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	95219
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2094732001
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CHRISTINE FRANKLIN
ReturnHeader/ReturnTs	0	2025-09-03T13:53:21-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2024-07-01
ReturnHeader/TaxPeriodEndDt	0	2025-06-30
ReturnHeader/TaxYr	0	2024

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