Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2017 • 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
74th percentile
Higher net margin than 74% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
81st percentile
Faster asset growth than 81% of similar nonprofits.
Revenue Growth
82nd percentile
Faster revenue growth than 82% of similar nonprofits.
Assets
Up$49,597
Up $8,725 (+21%) from 2016
Net Assets
Up$49,597
Up $8,725 (+21%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue
Up$54,912
Up $10,492 (+24%) from 2016
Expenses
Up$46,187
Up $2,304 (+5.3%) from 2016
Net Income
Up$8,725
Up $8,188 (+1525%) from 2016
Rotary project, both local and international.
| Description | Grants | Expenses |
|---|---|---|
| YOUTH SERVICES & COMMUNITEE SERVICE - LOCAL SCHOLARSHIPS, LITERACY PROJECTS AT LOCAL ELEMENTARY SCHOOLS, VOCATIONAL SUPPORT FOR HIGH SCHOOL STUDENTS WITH THE ROTARY INTERACT CLUB, DONATIONS OF FUNDS AND SUPPLIES TO LOCAL CHARITABLE ORGANIZATIONS. | $0 | $0 |
| INTERNATIONAL PROJECTS - FEED THE HUNGRY- PACKED 10,000 FOOD PACKAGES TO BE SENT TO COUNTRIES, AREAS WHERE FOOD IS NEEDED. | $0 | $0 |
| 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 | $0 |
| PARTICIPATION IN VARIOUS INTERNATIONAL COMMUNITY SERVICE PROJECTS (ROTOPLAST, MEDICAL SUPPLIES TO THIRD WORLD COUNTRIES). | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHRISTINE FRANKLIN | Treasurer | - | $0 | - | - |
| TRACY WILLIAMS | Secretary | - | $0 | - | - |
| PHIL FELDE | President | - | $0 | - | - |
| TOM MCCAULEY | Co President | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Grape Festival | $37,013 | $37,013 | $24,842 | $12,171 |
| Century Ride | $31,834 | $31,834 | $2,352 | $29,482 |
| Total Events | $68,847 | $68,847 | $31,475 | $37,372 |
“Description: interest. Amount: 15.”
“Description: administrative expense. Amount: 417. Description: member expenses. Amount: 703. Description: community service. Amount: 12,788. Description: youth service. Amount: 2,669. Description: international service. Amount: 6,954. Description: club service. Amount: 2,248. Description: breakfast expense. Amount: 11,499. Description: foundation dinner. Amount: 1,150. Description: district conference/assemble. Amount: 1,423. Description: international/district dues. Amount: 3,336. Description: scholorships. Amount: 3,000. Total to form 990-ez, line 16: 46,187.”
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 | 40872 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 49597 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3230 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 8725 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 40872 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 49597 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 68847 |
| IRS990EZ/GrossReceiptsAmt | 0 | 86387 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 15 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 14295 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 40872 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 49597 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 40872 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 49597 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CHRISTINE FRANKLIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TRACY WILLIAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | PHIL FELDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TOM MCCAULEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CO PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 46187 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | ROTARY PROJECT, BOTH LOCAL AND INTERNATIONAL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | YOUTH SERVICES & COMMUNITEE SERVICE - LOCAL SCHOLARSHIPS, LITERACY PROJECTS AT LOCAL ELEMENTARY SCHOOLS, VOCATIONAL SUPPORT FOR HIGH SCHOOL STUDENTS WITH THE ROTARY INTERACT CLUB, DONATIONS OF FUNDS AND SUPPLIES TO LOCAL CHARITABLE ORGANIZATIONS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | INTERNATIONAL PROJECTS - FEED THE HUNGRY- PACKED 10,000 FOOD PACKAGES TO BE SENT TO COUNTRIES, AREAS WHERE FOOD IS NEEDED. |
| 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 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 31475 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 37372 |
| 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 | 46187 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 54912 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.LODISUNRISEROTARY.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 31475 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | GRAPE FESTIVAL |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | CENTURY RIDE |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt | 0 | 4035 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 4035 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 37013 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 31834 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 68847 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 37013 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 31834 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 68847 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 37372 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 27194 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 24842 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 2352 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt | 0 | 246 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 246 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 15. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 417. DESCRIPTION: MEMBER EXPENSES. AMOUNT: 703. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 12,788. DESCRIPTION: YOUTH SERVICE. AMOUNT: 2,669. DESCRIPTION: INTERNATIONAL SERVICE. AMOUNT: 6,954. DESCRIPTION: CLUB SERVICE. AMOUNT: 2,248. DESCRIPTION: BREAKFAST EXPENSE. AMOUNT: 11,499. DESCRIPTION: FOUNDATION DINNER. AMOUNT: 1,150. DESCRIPTION: DISTRICT CONFERENCE/ASSEMBLE. AMOUNT: 1,423. DESCRIPTION: INTERNATIONAL/DISTRICT DUES. AMOUNT: 3,336. DESCRIPTION: SCHOLORSHIPS. AMOUNT: 3,000. TOTAL TO FORM 990-EZ, LINE 16: 46,187. |
| 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 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PHILLIP FELDE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2094807852 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-09-05 |
| 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/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | C0E820A1B625E9F65534ACA6136358FF06280B94 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 67B388DBF9BEB0AFEEFC9139E6A115017519A87F |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 184.175.157.80 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-09-05 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 11:31:38 |
| 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 | 2017-09-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CHRISTINE FRANKLIN |
| ReturnHeader/ReturnTs | 0 | 2017-10-10T10:20:29-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.