Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Lodi Sunrise Rotary Clubinc
990EZ • Fiscal year 2014 • EIN 68-0137092
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
64th percentile
Higher net margin than 64% of similar nonprofits.
Top Officer Pay
85th percentile
Higher top officer pay than 85% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
68th percentile
Faster revenue growth than 68% of similar nonprofits.
Balance Sheet
Assets
Up$39,875
Up $4,142 (+12%) from 2013
Net Assets
Up$39,875
Up $4,142 (+12%) from 2013
Liabilities
Flat$0
Flat from 2013
Revenue And Expenses
Revenue
Up$44,767
Up $4,042 (+9.9%) from 2013
Expenses
Up$40,625
Up $6,224 (+18%) from 2013
Net Income
Down$4,142
Down $2,182 (-35%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- Oct 29, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $80,468
Mission and Program Overview
Mission
Rotary project, both local and international.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| DONATIONS AND ACTIVITIES RELATED TO COMMUNITY SERVICE PROGRAMS (CHRISTMAS GIFTS TO CHILDREN, CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS). | $0 | $14,252 |
| 14127CLUB 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 | $14,127 |
| YOUTH SERVICES - LOCAL SCHOLARSHIPS, LITERACY PROJECTS AT LOCAL ELEMENTARY SCHOOLS, VOCATIONAL SUPPORT FOR HIGH SCHOOL STUDENTS, AND INTERNATIONAL STUDENT EXCHANGE PROGRAM. | $0 | $7,024 |
| PARTICIPATION IN VARIOUS INTERNATIONAL COMMUNITY SERVICE PROJECTS (ROTOPLAST, MEDICAL SUPPLIES TO THIRD WORLD COUNTRIES). | $0 | $550 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| PHILLIP FELDE | Treasurer | - | $0 | - | - |
| TRACY WILLIAMS | Secretary | - | $0 | - | - |
| RICHARD ROSS | President | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Event 1 | $31,723 | $31,723 | $22,839 | $8,884 |
| Event 2 | $31,058 | $31,058 | $7,323 | $23,735 |
| Total Events | $62,781 | $62,781 | $35,701 | $27,080 |
Filing and Contact Details
Filer
- EIN
- 68-0137092
- Phone
- 2094807852
Signing Officer
- Name
- Phillip Felde
- Title
- Treasurer
- Phone
- 2094807852
- Signed
- 2014-10-29
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Christine Franklin CPA
- Phone
- 2094732001
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest. Amount: 55.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: miscellaneous. Amount: 3,308.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: administrative expense. Amount: 1,116. Description: member service. Amount: 3,450. Description: community service. Amount: 14,252. Description: youth service. Amount: 7,024. Description: international service. Amount: 550. Description: club service. Amount: 14,233. Total to form 990-ez, line 16: 40,625.”
Raw XML Appendix142 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/BusinessNameLine1 | 0 | PHILLIP FELDE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2094807852 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | PO BOX 2326 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | LODI |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 95240 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 35733 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 39875 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2973 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4142 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 35733 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 39875 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 62781 |
| IRS990EZ/GrossReceiptsAmt | 0 | 80468 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 55 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 11351 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 35733 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 39875 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 35733 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 39875 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| 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 | PHILLIP FELDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TRACY WILLIAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | RICHARD ROSS |
| 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 | 40625 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 3308 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | ROTARY PROJECT, BOTH LOCAL AND INTERNATIONAL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | YOUTH SERVICES - LOCAL SCHOLARSHIPS, LITERACY PROJECTS AT LOCAL ELEMENTARY SCHOOLS, VOCATIONAL SUPPORT FOR HIGH SCHOOL STUDENTS, AND INTERNATIONAL STUDENT EXCHANGE PROGRAM. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | DONATIONS AND ACTIVITIES RELATED TO COMMUNITY SERVICE PROGRAMS (CHRISTMAS GIFTS TO CHILDREN, CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS). |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | 14127CLUB 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/DescriptionProgramSrvcAccomTxt | 3 | PARTICIPATION IN VARIOUS INTERNATIONAL COMMUNITY SERVICE PROJECTS (ROTOPLAST, MEDICAL SUPPLIES TO THIRD WORLD COUNTRIES). |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 3 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 7024 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 14252 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 14127 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 550 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 35701 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 27080 |
| 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 | 40625 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 35953 |
| IRS990EZ/TotalRevenueAmt | 0 | 44767 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.LODISUNRISEROTARY.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 35701 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt | 0 | 4377 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 4377 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 31723 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 31058 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 62781 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 31723 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 31058 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 62781 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt | 0 | GRAPE FESTIVAL |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt | 0 | CENTURY RIDE |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 27080 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 30162 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 22839 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 7323 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt | 0 | 1162 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 1162 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 55. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: MISCELLANEOUS. AMOUNT: 3,308. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 1,116. DESCRIPTION: MEMBER SERVICE. AMOUNT: 3,450. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 14,252. DESCRIPTION: YOUTH SERVICE. AMOUNT: 7,024. DESCRIPTION: INTERNATIONAL SERVICE. AMOUNT: 550. DESCRIPTION: CLUB SERVICE. AMOUNT: 14,233. TOTAL TO FORM 990-EZ, LINE 16: 40,625. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | 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 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PHILLIP FELDE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2094807852 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-10-29 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | LODI SUNRISE ROTARY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LODI |
| ReturnHeader/Filer/EIN | 0 | 680137092 |
| ReturnHeader/Filer/PhoneNum | 0 | 2094807852 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 2326 |
| ReturnHeader/Filer/USAddress/City | 0 | LODI |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 95241 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 370818432 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | KEMPER CPA GROUP LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 3031 W MARCH LANE STE 133 S |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | STOCKTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 95219 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2094732001 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-10-29 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CHRISTINE FRANKLIN CPA |
| ReturnHeader/ReturnTs | 0 | 2014-10-30T11:00:26-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $39,875
- Liabilities
- $0
- Net assets
- $39,875
- Revenue
- $44,767
- Expenses
- $40,625
- Net income
- $4,142