Civic Intelligence

Lodi Sunrise Rotary Clubinc

990EZ • Fiscal year 2015 • EIN 68-0137092

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 05, 2015

PO Box 2326Lodi, CA 95241

(209) 480-7852

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

50th percentile

1.2%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-13%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$40,335

Up $460 (+1.2%) from 2014

Net Assets

Up

$40,335

Up $460 (+1.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$38,741

Down $6,026 (-13%) from 2014

Expenses

Down

$38,281

Down $2,344 (-5.8%) from 2014

Net Income

Down

$460

Down $3,682 (-89%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$40,335
Liabilities$0
Net Assets$40,335

Operations Trend

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

2015

Revenue$38,741
Expenses$38,281
Net Income$460
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 5, 2015
Return Version
2014v5.0
Gross Receipts
$73,043
Mission and Program Overview

Mission

Rotary project, both local and international.

Program Services

DescriptionGrantsExpenses
DONATIONS AND ACTIVITIES RELATED TO COMMUNITY SERVICE PROGRAMS (CHRISTMAS GIFTS TO CHILDREN, CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS).$0$13,735
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$12,889
YOUTH SERVICES - LOCAL SCHOLARSHIPS, LITERACY PROJECTS AT LOCAL ELEMENTARY SCHOOLS, VOCATIONAL SUPPORT FOR HIGH SCHOOL STUDENTS, AND INTERNATIONAL STUDENT EXCHANGE PROGRAM.$0$4,040
PARTICIPATION IN VARIOUS INTERNATIONAL COMMUNITY SERVICE PROJECTS (ROTOPLAST, MEDICAL SUPPLIES TO THIRD WORLD COUNTRIES).$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP FELDETreasurer-$0--
TRACY WILLIAMSSecretary-$0--
SABRINA SCHNEWEIS-COEPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Grape Festival$30,122$30,122$20,873$9,249
Century Ride$26,483$26,483$13,429$13,054
Total Events$56,605$56,605$34,302$22,303
Filing and Contact Details

Filer

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

Signing Officer

Name
Phillip Felde
Title
Treasurer
Phone
2094807852
Signed
2015-08-05
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 4 - Other Investment Income

Description: interest. Amount: 10.

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

Description: administrative expense. Amount: 1,245. Description: member expenses. Amount: 65. Description: community service. Amount: 13,735. Description: youth service. Amount: 4,040. Description: international service. Amount: 3,425. Description: club service. Amount: 2,568. Description: breakfast expense. Amount: 9,336. Description: foundation dinner. Amount: 775. Description: district conference/assemble. Amount: 210. Description: international/district dues. Amount: 2,882. Total to form 990-ez, line 16: 38,281.

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTINE FRANKLIN
IRS990EZ/BooksInCareOfDetail/PhoneNum02094732001
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2326
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039875
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040335
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01307
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0460
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039875
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040335
IRS990EZ/FundraisingGrossIncomeAmt056605
IRS990EZ/GrossReceiptsAmt073043
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt015121
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039875
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040335
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039875
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040335
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHILLIP FELDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SABRINA SCHNEWEIS-COE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt038281
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY PROJECT, BOTH LOCAL AND INTERNATIONAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YOUTH SERVICES - LOCAL SCHOLARSHIPS, LITERACY PROJECTS AT LOCAL ELEMENTARY SCHOOLS, VOCATIONAL SUPPORT FOR HIGH SCHOOL STUDENTS, AND INTERNATIONAL STUDENT EXCHANGE PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS AND ACTIVITIES RELATED TO COMMUNITY SERVICE PROGRAMS (CHRISTMAS GIFTS TO CHILDREN, CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt214127CLUB 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/DescriptionProgramSrvcAccomTxt3PARTICIPATION IN VARIOUS INTERNATIONAL COMMUNITY SERVICE PROJECTS (ROTOPLAST, MEDICAL SUPPLIES TO THIRD WORLD COUNTRIES).
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04040
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113735
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212889
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt30
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt034302
IRS990EZ/SpecialEventsNetIncomeLossAmt022303
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038281
IRS990EZ/TotalProgramServiceExpensesAmt030664
IRS990EZ/TotalRevenueAmt038741
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LODISUNRISEROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034302
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GRAPE FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CENTURY RIDE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030122
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026483
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030122
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026483
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056605
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022303
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034302
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020873
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 1,245. DESCRIPTION: MEMBER EXPENSES. AMOUNT: 65. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 13,735. DESCRIPTION: YOUTH SERVICE. AMOUNT: 4,040. DESCRIPTION: INTERNATIONAL SERVICE. AMOUNT: 3,425. DESCRIPTION: CLUB SERVICE. AMOUNT: 2,568. DESCRIPTION: BREAKFAST EXPENSE. AMOUNT: 9,336. DESCRIPTION: FOUNDATION DINNER. AMOUNT: 775. DESCRIPTION: DISTRICT CONFERENCE/ASSEMBLE. AMOUNT: 210. DESCRIPTION: INTERNATIONAL/DISTRICT DUES. AMOUNT: 2,882. TOTAL TO FORM 990-EZ, LINE 16: 38,281.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIP FELDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02094807852
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI SUNRISE ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0680137092
ReturnHeader/Filer/PhoneNum02094807852
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2326
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095241
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03031 W MARCH LANE STE 133 S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094732001
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE FRANKLIN
ReturnHeader/ReturnTs02015-11-05T16:10:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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