Civic Intelligence

Lodi Sunrise Rotary Clubinc

990EZ • Fiscal year 2021 • EIN 68-0137092

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 03, 2021

Organization ProfileWWW.LODISUNRISEROTARY.ORG
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

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-4.7%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

33rd percentile

-3.8%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-44%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$25,856

Down $1,027 (-3.8%) from 2020

Net Assets

Down

$25,856

Down $1,027 (-3.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin31st percentile

Revenue

Down

$22,024

Down $17,567 (-44%) from 2020

Expenses

Down

$23,051

Down $21,210 (-48%) from 2020

Net Income

Up

-$1,027

Up $3,643 (+78%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

2021

Assets$25,856
Liabilities$0
Net Assets$25,856
Open 2021 Filing

Operations Trend

Revenue Growth20th percentile

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

2021

Revenue$22,024
Expenses$23,051
Net Income-$1,027
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 3, 2021
Return Version
2020v4.1
Gross Receipts
$22,024
Mission and Program Overview

Mission

Rotary project, both local and international.

Program Services

DescriptionGrantsExpenses
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$13,782
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$8,441
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE FRANKLINTreasurer-$0--
TRACY WILLIAMSSecretary-$0--
ERIN LENSORPresident-Elect-$0--
BOB GROSSPresident-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Paul Taylor
Title
Treasurer
Phone
2094807852
Signed
2021-09-03
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 8 - Other Revenue

“Description: refunds. Amount: 870.”

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

“Description: administrative expense. Amount: 894. Description: member expenses. Amount: 158. Description: community service. Amount: 7,503. Description: youth service. Amount: 939. Description: international service. Amount: 1,000. Description: club service. Amount: 982. Description: breakfast expense. Amount: 5,937. Description: foundation dinner. Amount: 150. Description: website/social media. Amount: 178. Description: international/district dues. Amount: 5,118. Total to form 990-ez, line 16: 22,859.”

Raw XML Appendix124 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/BOYAmt026883
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025856
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06794
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1027
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026883
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025856
IRS990EZ/GrossReceiptsAmt022024
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt014360
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026883
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025856
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026883
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025856
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINE FRANKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN LENSOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB GROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022859
IRS990EZ/OtherRevenueTotalAmt0870
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY PROJECT, BOTH LOCAL AND INTERNATIONAL.
IRS990EZ/PrintingPublicationsPostageAmt0192
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YOUTH 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/DescriptionProgramSrvcAccomTxt1CLUB 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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08441
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113782
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023051
IRS990EZ/TotalProgramServiceExpensesAmt022223
IRS990EZ/TotalRevenueAmt022024
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LODISUNRISEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: REFUNDS. AMOUNT: 870.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 894. DESCRIPTION: MEMBER EXPENSES. AMOUNT: 158. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 7,503. DESCRIPTION: YOUTH SERVICE. AMOUNT: 939. DESCRIPTION: INTERNATIONAL SERVICE. AMOUNT: 1,000. DESCRIPTION: CLUB SERVICE. AMOUNT: 982. DESCRIPTION: BREAKFAST EXPENSE. AMOUNT: 5,937. DESCRIPTION: FOUNDATION DINNER. AMOUNT: 150. DESCRIPTION: WEBSITE/SOCIAL MEDIA. AMOUNT: 178. DESCRIPTION: INTERNATIONAL/DISTRICT DUES. AMOUNT: 5,118. TOTAL TO FORM 990-EZ, LINE 16: 22,859.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02094807852
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI SUNRISE ROTARY CLUBINC
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/PreparationDt02021-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE FRANKLIN
ReturnHeader/ReturnTs02021-09-09T11:15:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAYLOR
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,856
Liabilities
$0
Net assets
$25,856
Revenue
$22,024
Expenses
$23,051
Net income
-$1,027
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