Civic Intelligence

Vacaville Sunrise Rotary Endowment

990EZ • Fiscal year 2015 • EIN 68-0421198

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 13, 2015

Organization ProfileN/A
PO Box 6622Vacaville, CA 95696

(707) 449-8000

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$54,235

Up $6,839 (+14%) from 2014

Net Assets

$54,235

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

Up

$26,481

Up $8,529 (+48%) from 2014

Expenses

Down

$19,642

Down $1,022 (-4.9%) from 2014

Net Income

Up

$6,839

Up $9,551 (+352%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$100K$50K$0Assets 2011: $34,863Liabilities 2011: $0Net Assets 2011: $34,8632011Assets 2013: $50,108Liabilities 2013: $0Net Assets 2013: $50,1082013Assets 2014: $47,396Liabilities 2014: $02014Assets 2015: $54,235Liabilities 2015: $0Net Assets 2015: $54,2352015Assets 2016: $73,327Liabilities 2016: $10,206Net Assets 2016: $63,1212016Assets 2017: $92,979Liabilities 2017: $31,829Net Assets 2017: $61,1502017

Highlighted filing

2015

Assets$54,235
Liabilities$0
Net Assets$54,235
Open 2015 Filing

Operations Trend

Revenue Growth85th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $35,179Expenses 2011: $41,917Net Income 2011: -$6,7382011Expenses 2013: $40,9642013Revenue 2014: $17,952Expenses 2014: $20,664Net Income 2014: -$2,7122014Revenue 2015: $26,481Expenses 2015: $19,642Net Income 2015: $6,8392015Revenue 2016: $32,748Expenses 2016: $24,547Net Income 2016: $8,2012016Revenue 2017: $22,709Expenses 2017: $28,004Net Income 2017: -$5,2952017

Highlighted filing

2015

Revenue$26,481
Expenses$19,642
Net Income$6,839
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 13, 2015
Return Version
2014v5.0
Gross Receipts
$58,505
Mission and Program Overview

Mission

Fundraising to raise funds to support the exempt function of the organization. To fund community projects and local scholarships.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS, SPONSORSHIPS AND COMMUNITY PROJECTS ARE PROVIDED.$0$19,642
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG SPLETTERPresident/Director-$0--
GERRY HOLZAPPLETreasurer/Director-$0--
LAURA KUHNSecretary/Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jep Parody$28,698$28,698$6,701$21,997
Fishing Derby$13,272$13,272$9,754$3,518
Total Events$51,970$51,970$32,024$19,946
Filing and Contact Details

Filer

Filer Name
Vacaville Sunrise Rotary Endowment
EIN
68-0421198
Phone
7074498000
Address
PO BOX 6622, VACAVILLE, CA 95696

Signing Officer

Name
Gerry Holzapple Jr
Title
Treasurer
Phone
7074498000
Signed
2015-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Anderson & Associates Cpas
Address
555 MASON STREET SUITE 200, VACAVILLE, CA 95688
Preparer
Teresa Fitzgerald CPA
Phone
7074464455
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: vacaville high school. Property description: cash. Date of gift: 05/19/15. Amount given: 3,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: service projects. Grantee name: rotary international. Property description: cash. Date of gift: 05/05/15. Amount given: 3,072.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: sponsorships. Grantee name: rotary international. Property description: cash. Date of gift: 06/26/15. Amount given: 13,070. Total included on form 990-ez, line 10: 19,642.”

Raw XML Appendix161 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/BusinessNameLine1Txt0RANDY NELSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05302200325
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6622
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VACAVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095696
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047396
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054235
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt06839
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt054235
IRS990EZ/FundraisingGrossIncomeAmt051970
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019642
IRS990EZ/GrossReceiptsAmt058505
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt05960
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047396
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054235
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047396
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054235
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG SPLETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GERRY HOLZAPPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA KUHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING TO RAISE FUNDS TO SUPPORT THE EXEMPT FUNCTION OF THE ORGANIZATION. TO FUND COMMUNITY PROJECTS AND LOCAL SCHOLARSHIPS.
IRS990EZ/ProgramServiceRevenueAmt0575
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS, SPONSORSHIPS AND COMMUNITY PROJECTS ARE PROVIDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019642
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt032024
IRS990EZ/SpecialEventsNetIncomeLossAmt019946
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019642
IRS990EZ/TotalProgramServiceExpensesAmt019642
IRS990EZ/TotalRevenueAmt026481
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt066963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt029361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035179
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0248790
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt018754
IRS990ScheduleA/OtherIncome170Grp/TotalAmt018754
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92990
IRS990ScheduleA/PublicSupportPY170Pct00.87520
IRS990ScheduleA/PublicSupportTotal170Amt0248790
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058782
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt066963
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt029361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035179
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0248790
IRS990ScheduleA/TotalSupportAmt0267547
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032024
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JEP PARODY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FISHING DERBY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028698
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013272
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028698
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013272
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051970
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019946
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015569
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032024
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06701
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09754
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VACAVILLE HIGH SCHOOL. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/19/15. AMOUNT GIVEN: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SERVICE PROJECTS. GRANTEE NAME: ROTARY INTERNATIONAL. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/05/15. AMOUNT GIVEN: 3,072.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SPONSORSHIPS. GRANTEE NAME: ROTARY INTERNATIONAL. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/26/15. AMOUNT GIVEN: 13,070. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 19,642.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERRY HOLZAPPLE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07074498000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VACAVILLE SUNRISE ROTARY ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0VACA
ReturnHeader/Filer/EIN0680421198
ReturnHeader/Filer/PhoneNum07074498000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6622
ReturnHeader/Filer/USAddress/CityNm0VACAVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095696
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942238536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 MASON STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VACAVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095688
ReturnHeader/PreparerPersonGrp/PhoneNum07074464455
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERESA FITZGERALD CPA
ReturnHeader/ReturnTs02015-10-29T11:17:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,235
Liabilities
$0
Net assets
$54,235
Revenue
$26,481
Expenses
$19,642
Net income
$6,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$93.0$31.8$61.2$22.7$28.0$5.30
2016Detailed filing. Detailed filing data is available for this year.$73.3$10.2$63.1$32.7$24.5$8.20
2015Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$26.5$19.6$6.84
2014Summary only. Only limited summary data is available for this year.$47.4$0.00$18.0$20.7$2.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.1$0.00$50.1$41.0
2011Summary only. Only limited summary data is available for this year.$34.9$0.00$34.9$35.2$41.9$6.74