Civic Intelligence

Lodi-Tokay Rotary Club

EIN 94-2527988 • 501(c)4 • Lodi, CA

Profile

To support public welfare, youth programs and humanitarian causes both locally in our community and internationally.

1806 W Kettleman Lane HLodi, CA 95242

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

32nd percentile

-7.8%

Higher net margin than 32% of similar nonprofits.

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

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

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

Asset Growth

29th percentile

-18%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

15th percentile

-55%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$70,296

Down $15,171 (-18%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$70,296

Down $15,171 (-18%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$19,191

Down $23,926 (-55%) from 2023

Expenses

Up

$20,694

Up $5,151 (+33%) from 2023

Net Income

Down

-$1,503

Down $29,077 (-105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $39,056Liabilities 2011: $02011Assets 2012: $43,680Net Assets 2012: $43,6802012Assets 2013: $64,641Liabilities 2013: $02013Assets 2014: $32,061Net Assets 2014: $32,0612014Assets 2015: $38,462Net Assets 2015: $38,4622015Assets 2016: $43,159Net Assets 2016: $43,1592016Assets 2017: $64,788Net Assets 2017: $64,7882017Assets 2018: $88,054Net Assets 2018: $88,0542018Assets 2019: $119,378Net Assets 2019: $119,3782019Assets 2020: $112,725Net Assets 2020: $112,7252020Assets 2021: $85,191Net Assets 2021: $85,1912021Assets 2022: $57,893Net Assets 2022: $57,8932022Assets 2023: $85,467Net Assets 2023: $85,4672023Assets 2024: $70,296Net Assets 2024: $70,2962024

Highlighted filing

2024

Assets$70,296
Liabilities-
Net Assets$70,296
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $34,159Expenses 2011: $50,994Net Income 2011: -$16,8352011Revenue 2012: $55,038Expenses 2012: $50,414Net Income 2012: $4,6242012Revenue 2013: $63,559Expenses 2013: $42,598Net Income 2013: $20,9612013Revenue 2014: $38,010Expenses 2014: $70,590Net Income 2014: -$32,5802014Revenue 2015: $77,320Expenses 2015: $70,919Net Income 2015: $6,4012015Revenue 2016: $66,270Expenses 2016: $61,573Net Income 2016: $4,6972016Revenue 2017: $71,035Expenses 2017: $49,406Net Income 2017: $21,6292017Revenue 2018: $69,057Expenses 2018: $45,791Net Income 2018: $23,2662018Revenue 2019: $72,739Expenses 2019: $41,415Net Income 2019: $31,3242019Revenue 2020: $31,118Expenses 2020: $37,771Net Income 2020: -$6,6532020Revenue 2021: $37,112Expenses 2021: $64,646Net Income 2021: -$27,5342021Revenue 2022: $14,722Expenses 2022: $42,020Net Income 2022: -$27,2982022Revenue 2023: $43,117Expenses 2023: $15,543Net Income 2023: $27,5742023Revenue 2024: $19,191Expenses 2024: $20,694Net Income 2024: -$1,5032024

Highlighted filing

2024

Revenue$19,191
Expenses$20,694
Net Income-$1,503
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$70,296
Liabilities
-
Net assets
$70,296
Revenue
$19,191
Expenses
$20,694
Net income
-$1,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.19$0.21$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.43$0.16$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.15$0.42$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.37$0.65$0.28
2020Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.31$0.38$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.19$1.19$0.73$0.41$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.69$0.46$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.71$0.49$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.66$0.62$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.77$0.71$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.38$0.71$0.33
2013Summary only. Only limited summary data is available for this year.$0.65$0.00$0.64$0.43$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.55$0.50$0.05
2011Summary only. Only limited summary data is available for this year.$0.39$0.00$0.34$0.51$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$19,191
Mission and Program Overview

Mission

To support public welfare, youth programs and humanitarian causes both locally in our community and internationally.

Program Services

DescriptionGrantsExpenses
ADMINISTRATION OF CLUB PROGRAMS AND COMMUNITY OUTREACH TO SUPPORT CLUB FOUNDATION CHARITABLE ACTIVITIES.-$19,768
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA CRAIGPresidentPT$0--
JP DOUCETTESecretary-$0--
WALLY SANDELINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lodi-tokay Rotary Club
EIN
94-2527988
Phone
2093693548
Address
1806 W KETTLEMAN LANE H, LODI, CA 95242

Signing Officer

Name
Bruce Sasaki
Title
CPA
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Sasaki Accountancy Corporation
Address
1806 W Kettleman Lane Suite H, Lodi, CA 95242
Preparer
Bruce R Sasaki
Phone
2093693548
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $1670”

Other Expenses.1

“Ri dues & assessments $6091”

Other Expenses.2

“WEBSITE EXPENSE $4722”

Other Expenses.3

“District dues & assessments $3890”

Other Expenses.4

“Member meetings & events $3764”

Other Expenses.5

“SUPPLIES $457”

Other Expenses.6

“BANK CHARGES $100”

Raw XML Appendix112 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRUCE R SASAKI CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum02093693548
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01806 W KETTLEMAN LANE SUITE H
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071799
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070296
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018776
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1503
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071799
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070296
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt019191
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0415
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071799
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070296
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071799
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070296
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA CRAIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JP DOUCETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WALLY SANDELIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020694
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT PUBLIC WELFARE, YOUTH PROGRAMS AND HUMANITARIAN CAUSES BOTH LOCALLY IN OUR COMMUNITY AND INTERNATIONALLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADMINISTRATION OF CLUB PROGRAMS AND COMMUNITY OUTREACH TO SUPPORT CLUB FOUNDATION CHARITABLE ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019768
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020694
IRS990EZ/TotalProgramServiceExpensesAmt019768
IRS990EZ/TotalRevenueAmt019191
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $1670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RI DUES & ASSESSMENTS $6091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE EXPENSE $4722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISTRICT DUES & ASSESSMENTS $3890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBER MEETINGS & EVENTS $3764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE SASAKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI-TOKAY ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0942527988
ReturnHeader/Filer/PhoneNum02093693548
ReturnHeader/Filer/USAddress/AddressLine1Txt01806 W KETTLEMAN LANE H
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095242
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680155776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sasaki Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01806 W Kettleman Lane Suite H
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lodi
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095242
ReturnHeader/PreparerPersonGrp/PhoneNum02093693548
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE R SASAKI
ReturnHeader/ReturnTs02025-05-12T16:36:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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