Civic Intelligence

Napa Sunrise Rotary Club

990EZ • Fiscal year 2024 • EIN 68-0245806

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

Organization ProfileWWW.NAPASUNRISEROTARY.NET
PO Box 5324Napa, CA 94581

(707) 290-0762

Siviq Scores

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

Liabilities / Assets

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.06x

Higher debt load relative to revenue than 73% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

63rd percentile

9.8%

Higher net margin than 63% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

15th percentile

-27%

Faster asset growth than 15% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$93,126

Down $34,936 (-27%) from 2023

Net Assets

Up

$81,573

Up $19,012 (+30%) from 2023

Liabilities

Down

$11,553

Down $53,948 (-82%) from 2023

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin63rd percentile

Revenue

Up

$193,632

Up $23,977 (+14%) from 2023

Expenses

Down

$174,620

Down $8,515 (-4.6%) from 2023

Net Income

Up

$19,012

Up $32,492 (+241%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2010: $55,618Liabilities 2010: $3,138Net Assets 2010: $52,4802010Assets 2011: $55,559Liabilities 2011: $2,677Net Assets 2011: $52,8822011Assets 2012: $47,288Liabilities 2012: $2,217Net Assets 2012: $45,0712012Assets 2013: $52,442Liabilities 2013: $0Net Assets 2013: $52,4422013Assets 2014: $71,784Liabilities 2014: $0Net Assets 2014: $71,7842014Assets 2015: $91,830Liabilities 2015: $0Net Assets 2015: $91,8302015Assets 2016: $82,444Liabilities 2016: $40,006Net Assets 2016: $42,4382016Assets 2017: $80,811Liabilities 2017: $43,054Net Assets 2017: $37,7572017Assets 2018: $106,682Liabilities 2018: $47,366Net Assets 2018: $59,3162018Assets 2019: $94,797Liabilities 2019: $42,350Net Assets 2019: $52,4472019Assets 2020: $70,072Liabilities 2020: $7,714Net Assets 2020: $62,3582020Assets 2021: $101,136Liabilities 2021: $38,412Net Assets 2021: $62,7242021Assets 2022: $161,855Liabilities 2022: $86,209Net Assets 2022: $75,6462022Assets 2023: $128,062Liabilities 2023: $65,501Net Assets 2023: $62,5612023Assets 2024: $93,126Liabilities 2024: $11,553Net Assets 2024: $81,5732024Assets 2025: $89,736Liabilities 2025: $5,121Net Assets 2025: $84,6152025

Highlighted filing

2024

Assets$93,126
Liabilities$11,553
Net Assets$81,573
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $138,957Expenses 2010: $125,986Net Income 2010: $12,9712010Revenue 2011: $128,032Expenses 2011: $127,630Net Income 2011: $4022011Revenue 2012: $131,031Expenses 2012: $138,842Net Income 2012: -$7,8112012Revenue 2013: $148,852Expenses 2013: $141,481Net Income 2013: $7,3712013Revenue 2014: $148,772Expenses 2014: $129,430Net Income 2014: $19,3422014Revenue 2015: $163,426Expenses 2015: $143,380Net Income 2015: $20,0462015Revenue 2016: $166,622Expenses 2016: $163,311Net Income 2016: $3,3112016Revenue 2017: $159,753Expenses 2017: $164,434Net Income 2017: -$4,6812017Revenue 2018: $165,153Expenses 2018: $143,594Net Income 2018: $21,5592018Revenue 2019: $182,357Expenses 2019: $176,685Net Income 2019: $5,6722019Revenue 2020: $134,832Expenses 2020: $126,976Net Income 2020: $7,8562020Revenue 2021: $64,241Expenses 2021: $63,875Net Income 2021: $3662021Revenue 2022: $151,506Expenses 2022: $127,419Net Income 2022: $24,0872022Revenue 2023: $169,655Expenses 2023: $183,135Net Income 2023: -$13,4802023Revenue 2024: $193,632Expenses 2024: $174,620Net Income 2024: $19,0122024Revenue 2025: $169,791Expenses 2025: $166,749Net Income 2025: $3,0422025

Highlighted filing

2024

Revenue$193,632
Expenses$174,620
Net Income$19,012
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$195,326
Mission and Program Overview

Mission

Service to community and world

Service to the Community & the World

Program Services

DescriptionGrantsExpenses
As a member-club of the Rotary International Organization, the Napa Sunrise Rotary Club provided services and donations to help fund Rotary-approved international community projects, and support its efforts to eradicate Polio worldwide.-$10,237
Donations were made to local organizations to purchase school and student supplies, support youth services, provide disaster relief, support overseas troop morale, and help with the purchase and distribution of food to local needy.-$6,713
The Club supported and conducted various local civic activities including Park improvement and beautification, the Annual Napa 4th of July Parade, and the Annual Napa 9-11 Memorial Service-$5,531
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia LawrencePresidentPT$0--
Jason DominiciSecretaryPT$0--
Doug RobertsTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Napa Sunrise Rotary Club
EIN
68-0245806
Address
PO BOX 5324, NAPA, CA 94581

Signing Officer

Name
Doug
Title
Treasurer
Phone
7072900762
Signed
2024-11-14
Supplemental Narrative

Additional Explanations

L10

“800 4 Individual Student Scholarships (of $200 each) to Students of Napa High School”

L10

“400 2 Individual Student Scholarships (of $200 each) to Students of Valley Oak High School”

L10

“200 1 Individual Student Scholarship (of $200 each) to Students of Napa CTE High School”

L16

“10545 Dues Paid to Rotary International”

L16

“5500 Dues Paid to Rotary District 5130”

L16

“10237 Rotary Foundation Donations”

L16

“6898 Bad Debt Expense”

L16

“4197 Bank Charges & Credit Card Fees”

L16

“5698 Community Services & Support”

L16

“12019 Club Socials Expense”

L16

“2290 Club Presidents Kickout Expense”

L16

“99414 Club Meetings Expense - (Meals & Associated Costs)”

L16

“3973 Supplies & Software Costs”

L16

“75 Taxes & Licenses”

L16

“4355 District Assembly & Training Costs”

L16

“446 Miscellaneous Costs”

L16

“5146 Local Organization Donations”

L24

“15371 Member Dues Receivable (Net of Allowance for Uncollectible Accounts)”

L24

“2186 Prepaid Expenses”

L26

“9753 Year-end Accounts Payable”

L26

“1800 Deferred Revenues”

Raw XML Appendix160 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Patricia Lawrence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jason Dominici
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Doug Roberts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1As a member-club of the Rotary International Organization, the Napa Sunrise Rotary Club provided services and donations to help fund Rotary-approved international community projects, and support its efforts to eradicate Polio worldwide.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Club supported and conducted various local civic activities including Park improvement and beautification, the Annual Napa 4th of July Parade, and the Annual Napa 9-11 Memorial Service
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06713
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0800 4 Individual Student Scholarships (of $200 each) to Students of Napa High School
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1400 2 Individual Student Scholarships (of $200 each) to Students of Valley Oak High School
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2200 1 Individual Student Scholarship (of $200 each) to Students of Napa CTE High School
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt310545 Dues Paid to Rotary International
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt45500 Dues Paid to Rotary District 5130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt510237 Rotary Foundation Donations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt66898 Bad Debt Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt74197 Bank Charges & Credit Card Fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt85698 Community Services & Support
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt912019 Club Socials Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt102290 Club Presidents Kickout Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1199414 Club Meetings Expense - (Meals & Associated Costs)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt123973 Supplies & Software Costs
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1375 Taxes & Licenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt144355 District Assembly & Training Costs
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15446 Miscellaneous Costs
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt165146 Local Organization Donations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1715371 Member Dues Receivable (Net of Allowance for Uncollectible Accounts)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt199753 Year-end Accounts Payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt201800 Deferred Revenues
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Doug
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07072900762
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Napa Sunrise Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0NAPA
ReturnHeader/Filer/EIN0680245806
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5324
ReturnHeader/Filer/USAddress/CityNm0NAPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094581
ReturnHeader/ReturnTs02024-11-14T08:24:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,126
Liabilities
$11,553
Net assets
$81,573
Revenue
$193,632
Expenses
$174,620
Net income
$19,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.90$0.05$0.85$1.70$1.67$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.12$0.82$1.94$1.75$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.66$0.63$1.70$1.83$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.86$0.76$1.52$1.27$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.38$0.63$0.64$0.64$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.08$0.62$1.35$1.27$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.42$0.52$1.82$1.77$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.47$0.59$1.65$1.44$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.43$0.38$1.60$1.64$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.40$0.42$1.67$1.63$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.63$1.43$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.49$1.29$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$1.49$1.41$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.02$0.45$1.31$1.39$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.03$0.53$1.28$1.28$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.03$0.52$1.39$1.26$0.13