Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2020 • EIN 68-0137092
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
28th percentile
Higher net margin than 28% 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
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
Assets
Down$26,883
Down $4,670 (-15%) from 2019
Net Assets
Down$26,883
Down $4,670 (-15%) from 2019
Liabilities
Flat$0
Flat from 2019
Revenue
Down$39,591
Down $12,356 (-24%) from 2019
Expenses
Down$44,261
Down $27,204 (-38%) from 2019
Net Income
Up-$4,670
Up $14,848 (+76%) from 2019
Rotary project, both local and international.
| Description | Grants | Expenses |
|---|---|---|
| YOUTH SERVICES & COMMUNITEE SERVICE - LOCAL SCHOLARSHIPS, LITERACY PROJECTS AT LOCAL ELEMENTARY SCHOOLS AND THE ADULT LITERACY PROGRAM AT THE LOCAL LIBRARY, VOCATIONAL SUPPORT FOR HIGH SCHOOL STUDENTS WITH THE ROTARY INTERACT CLUB, DONATIONS OF FUNDS AND SUPPLIES TO LOCAL CHARITABLE ORGANIZATIONS. | $0 | $20,277 |
| CLUB 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 | $14,653 |
| INTERNATIONAL PROJECTS - FEED THE HUNGRY- PACKED 12,000 FOOD PACKAGES TO BE SENT TO COUNTRIES, AREAS WHERE FOOD IS NEEDED. | $0 | $3,550 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHRISTINE FRANKLIN | Treasurer | - | $0 | - | - |
| TRACY WILLIAMS | Secretary | - | $0 | - | - |
| BOB GROSS | President-Elect | - | $0 | - | - |
| PAUL TAYLOR | President | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Grape Festival | $31,939 | $31,939 | $21,078 | $10,861 |
| Century Ride | $8,818 | $8,818 | $1,160 | $7,658 |
| Total Events | $40,757 | $40,757 | $22,238 | $18,519 |
“Description: refunds. Amount: 300.”
“Description: administrative expense. Amount: 861. Description: member expenses. Amount: 524. Description: community service. Amount: 13,067. Description: youth service. Amount: 4,211. Description: international service. Amount: 3,550. Description: club service. Amount: 3,276. Description: breakfast expense. Amount: 8,986. Description: foundation dinner. Amount: 1,183. Description: international convention. Amount: 1,273. Description: international/district dues. Amount: 4,330. Description: scholorships. Amount: 3,000. Total to form 990-ez, line 16: 44,261.”
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 | 31553 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 26883 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3770 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -4670 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 31553 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 26883 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 40757 |
| IRS990EZ/GrossReceiptsAmt | 0 | 61828 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 17001 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 31553 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 26883 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 31553 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 26883 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| 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 | BOB GROSS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | PAUL TAYLOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT-ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 44261 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 300 |
| 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 AND THE ADULT LITERACY PROGRAM AT THE LOCAL LIBRARY, 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 12,000 FOOD PACKAGES TO BE SENT TO COUNTRIES, AREAS WHERE FOOD IS NEEDED. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | CLUB 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/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 20277 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 3550 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 14653 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 22237 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 18520 |
| 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 | 44261 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 38480 |
| IRS990EZ/TotalRevenueAmt | 0 | 39591 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.LODISUNRISEROTARY.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 22238 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | GRAPE FESTIVAL |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | CENTURY RIDE |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 31939 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 8818 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 40757 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 31939 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 8818 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 40757 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 18519 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 22238 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 21078 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 1160 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: REFUNDS. AMOUNT: 300. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 861. DESCRIPTION: MEMBER EXPENSES. AMOUNT: 524. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 13,067. DESCRIPTION: YOUTH SERVICE. AMOUNT: 4,211. DESCRIPTION: INTERNATIONAL SERVICE. AMOUNT: 3,550. DESCRIPTION: CLUB SERVICE. AMOUNT: 3,276. DESCRIPTION: BREAKFAST EXPENSE. AMOUNT: 8,986. DESCRIPTION: FOUNDATION DINNER. AMOUNT: 1,183. DESCRIPTION: INTERNATIONAL CONVENTION. AMOUNT: 1,273. DESCRIPTION: INTERNATIONAL/DISTRICT DUES. AMOUNT: 4,330. DESCRIPTION: SCHOLORSHIPS. AMOUNT: 3,000. TOTAL TO FORM 990-EZ, LINE 16: 44,261. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| 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 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PAUL TAYLOR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2094807852 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-09-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LODI SUNRISE ROTARY CLUBINC |
| 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 | 4B15A64FF396F2471E02FC069B7AEA005F3B4399 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 655674FB790B33E631EBB490B7A2E72066F5C6E0 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 184.175.157.67 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-09-25 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:18:03 |
| 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 | 2020-09-24 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CHRISTINE FRANKLIN |
| ReturnHeader/ReturnTs | 0 | 2020-10-26T15:57:48-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.