Civic Intelligence

Lodi Sunrise Rotary Clubinc

990EZ • Fiscal year 2012 • EIN 68-0137092

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 08, 2012

Organization ProfileWWW.LODISUNRISEROTARY.ORG
PO Box 232695240
Siviq Scores

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

Liabilities / Assets

74th percentile

0.08x

Higher debt load relative to assets than 74% of similar nonprofits.

2012 filings • 501(c)4 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

76th percentile

0.07x

Higher debt load relative to revenue than 76% of similar nonprofits.

2012 filings • 501(c)4 • <$500k nonprofits • Source year 2012

Net Margin

10th percentile

-29%

Higher net margin than 10% of similar nonprofits.

2012 filings • 501(c)4 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

12th percentile

-23%

Faster asset growth than 12% of similar nonprofits.

2012 filings • 501(c)4 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

56th percentile

2.8%

Faster revenue growth than 56% of similar nonprofits.

2012 filings • 501(c)4 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$31,909

Down $9,664 (-23%) from 2011

Net Assets

Down

$29,409

Down $10,164 (-26%) from 2011

Liabilities

Up

$2,500

Up $500 (+25%) from 2011

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin10th percentile

Revenue

Up

$35,595

Up $976 (+2.8%) from 2011

Expenses

Up

$45,759

Up $8,149 (+22%) from 2011

Net Income

Down

-$10,164

Down $7,173 (-240%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$80K$60K$40K$20K$0Assets 2010: $44,564Liabilities 2010: $2,000Net Assets 2010: $42,5642010Assets 2011: $41,573Liabilities 2011: $2,000Net Assets 2011: $39,5732011Assets 2012: $31,909Liabilities 2012: $2,500Net Assets 2012: $29,4092012Assets 2013: $35,733Liabilities 2013: $0Net Assets 2013: $35,7332013Assets 2014: $39,875Liabilities 2014: $0Net Assets 2014: $39,8752014Assets 2015: $40,335Liabilities 2015: $0Net Assets 2015: $40,3352015Assets 2016: $40,872Liabilities 2016: $0Net Assets 2016: $40,8722016Assets 2017: $49,597Liabilities 2017: $0Net Assets 2017: $49,5972017Assets 2018: $51,071Liabilities 2018: $0Net Assets 2018: $51,0712018Assets 2019: $31,553Liabilities 2019: $0Net Assets 2019: $31,5532019Assets 2020: $26,883Liabilities 2020: $0Net Assets 2020: $26,8832020Assets 2021: $25,856Liabilities 2021: $0Net Assets 2021: $25,8562021Assets 2022: $63,622Liabilities 2022: $0Net Assets 2022: $63,6222022Assets 2023: $72,396Liabilities 2023: $0Net Assets 2023: $72,3962023Assets 2024: $64,710Liabilities 2024: $0Net Assets 2024: $64,7102024Assets 2025: $53,975Liabilities 2025: $0Net Assets 2025: $53,9752025

Highlighted filing

2012

Assets$31,909
Liabilities$2,500
Net Assets$29,409
Open 2012 Filing

Operations Trend

Revenue Growth56th percentile

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

$100K$50K$0-$50KRevenue 2010: $41,261Expenses 2010: $41,985Net Income 2010: -$7242010Revenue 2011: $34,619Expenses 2011: $37,610Net Income 2011: -$2,9912011Revenue 2012: $35,595Expenses 2012: $45,759Net Income 2012: -$10,1642012Revenue 2013: $40,725Expenses 2013: $34,401Net Income 2013: $6,3242013Revenue 2014: $44,767Expenses 2014: $40,625Net Income 2014: $4,1422014Revenue 2015: $38,741Expenses 2015: $38,281Net Income 2015: $4602015Revenue 2016: $44,420Expenses 2016: $43,883Net Income 2016: $5372016Revenue 2017: $54,912Expenses 2017: $46,187Net Income 2017: $8,7252017Revenue 2018: $49,695Expenses 2018: $48,221Net Income 2018: $1,4742018Revenue 2019: $51,947Expenses 2019: $71,465Net Income 2019: -$19,5182019Revenue 2020: $39,591Expenses 2020: $44,261Net Income 2020: -$4,6702020Revenue 2021: $22,024Expenses 2021: $23,051Net Income 2021: -$1,0272021Revenue 2022: $68,492Expenses 2022: $29,024Net Income 2022: $39,4682022Revenue 2023: $50,659Expenses 2023: $41,885Net Income 2023: $8,7742023Revenue 2024: $45,288Expenses 2024: $52,974Net Income 2024: -$7,6862024Revenue 2025: $43,846Expenses 2025: $54,581Net Income 2025: -$10,7352025

Highlighted filing

2012

Revenue$35,595
Expenses$45,759
Net Income-$10,164
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 8, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Rotary project, both local and international.

Filing and Contact Details

Filer

EIN
68-0137092
Raw XML Appendix148 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
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IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-10164
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IRS990EZ/FundraisingGrossIncome041852
IRS990EZ/GrossReceipts060194
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IRS990EZ/MembershipDues016248
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12PO BOX 2326
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0LODI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1LODI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2LODI
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode195240
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode295240
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0PHILLIP FELDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1BRAD WEBB
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2KEN DAMMEL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VICE PRESIDENT
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherExpensesTotal045759
IRS990EZ/PrimaryExemptPurpose0ROTARY PROJECTS BOTH LOCAL AND INTL
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0YOUTH SERVICES LOCAL SCHOLARSHIPS LITERACY PROJECTS AT LOCAL ELEMENTARY SCHOOLS VOCATIONAL SUPPORT FOR HIGH SCHOOL STUDENTS AND INTERNATIONAL STUDENT EXCHANGE PROGRAM
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1DONATIONS AND ACTIVITIES RELATED TO COMMUNITY SERVICE PROGRAMS CHRISTMAS GIFTS TO CHILDREN CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2PARTICIPATION IN VARIOUS INTERNATIONAL COMMUNITY SERVICE PROJECTS ROTOPLAST MEDICAL SUPPLIES TO THIRD WORLD COUNTRIES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3Other program services
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IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses112959
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses23750
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses321764
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses024599
IRS990EZ/SpecialEventsNetIncomeLoss017253
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY02000
IRS990EZ/SumOfTotalLiabilities/EOY02500
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 2326
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0LODI
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IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode095240
IRS990EZ/TheBooksAreInCareOf/NamePerson0PHILLIP FELDE
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02094807852
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IRS990EZ/TotalExpenses045759
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IRS990EZ/TotalRevenue035595
IRS990EZ/TransactionWithControlEntity0false
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IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents02289
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IRS990ScheduleG/EventsInformation/GrossReceiptsTotal041852
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1021650
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IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents04850
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents041852
IRS990ScheduleG/EventsInformation/NameOfEvent10GRAPE FEST
IRS990ScheduleG/EventsInformation/NameOfEvent20BICYCLE CENT
IRS990ScheduleG/EventsInformation/NetIncomeSummary017253
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1014805
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent205675
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents020480
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent201830
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents01830
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents01
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION AMOUNT SUPPLIES 196 DUES PAID 2590 COMMUNITY SERVICE 12959 YOUTH SERVICE 4500 INTERNATIONAL SERVICE 3750 CLUB SERVICE 21764
IRS990ScheduleO/GeneralExplanation/Explanation1BEGINNING CATEGORY OF YEAR END OF YEAR SCHOLARSHIPS PAYABLE 2000 2500
IRS990ScheduleO/GeneralExplanation/Explanation2FORM 990-EX PART III LINE 31 - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CLUB SERVICE - PROVIDE AN ATMOSPHERE THAT ALLOWS THE COMMUNITY LEADERS TO COME TOGETHER AND ENJOY COMMERADERY FOSTER HONORABLE PROFESSIONS AND VOCATIONS WHICH ALLOW US TO ACCOMPLISH THE ABOVE OBJECTIVES ALONG WITH SERVICE ABOVE SELF
IRS990ScheduleO/GeneralExplanation/Identifier001. Description of other expenses (Part I, line 16)
IRS990ScheduleO/GeneralExplanation/Identifier102. Description of total liabilities (Part II, line 26)
IRS990ScheduleO/GeneralExplanation/Identifier203. Other program services (Part III, line 31)
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0680137092
ReturnHeader/Filer/Name/BusinessNameLine10LODI SUNRISE ROTARY
ReturnHeader/Filer/NameControl0LODI
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2326
ReturnHeader/Filer/USAddress/City0LODI
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095240
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-08
ReturnHeader/Officer/Name0PHILLIP FELDE
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Norman O Pearson CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1018826 N Lower Sacramento Rd Ste B
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Woodbridge
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode095258
ReturnHeader/Preparer/Name0Norman O Pearson
ReturnHeader/Preparer/Phone02093343630
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-09T10:02:40-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$31,909
Liabilities
$2,500
Net assets
$29,409
Revenue
$35,595
Expenses
$45,759
Net income
-$10,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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