Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2015 • EIN 68-0137092
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
45th percentile
Higher net margin than 45% 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
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
25th percentile
Faster revenue growth than 25% of similar nonprofits.
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
Rotary project, both local and international.
| Description | Grants | Expenses |
|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| PHILLIP FELDE | Treasurer | - | $0 | - | - |
| TRACY WILLIAMS | Secretary | - | $0 | - | - |
| SABRINA SCHNEWEIS-COE | President | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net 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 |
“Description: interest. Amount: 10.”
“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.”
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 | 39875 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 40335 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1307 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 460 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 39875 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 40335 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 56605 |
| IRS990EZ/GrossReceiptsAmt | 0 | 73043 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 10 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 15121 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 39875 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 40335 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 39875 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 40335 |
| 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 | SABRINA SCHNEWEIS-COE |
| 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 | 38281 |
| 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 | 4040 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 13735 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 12889 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 34302 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 22303 |
| 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 | 38281 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 30664 |
| IRS990EZ/TotalRevenueAmt | 0 | 38741 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.LODISUNRISEROTARY.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 34302 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | GRAPE FESTIVAL |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | CENTURY RIDE |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 30122 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 26483 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 56605 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 30122 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 26483 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 56605 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 22303 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 34302 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 20873 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 13429 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 10. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | 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 | 2016-03-07 17:11:31Z |
| 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 | 2015-08-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LODI SUNRISE ROTARY |
| 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/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 | 2015-08-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CHRISTINE FRANKLIN |
| ReturnHeader/ReturnTs | 0 | 2015-11-05T16:10:12-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.