Civic Intelligence

Rotary International Lompoc Lompoc Rotary Club

EIN 95-6134182 • 501(c)4 • Lompoc, CA

Profile

To foster community service including projects for the lompoc valley; to provide programs of cultural and intellectual value for its members, and to encourage, promote and cultivate friendships among its members.

PO Box 792Lompoc, CA 93438

www.lompocrotary.org

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

2.2%

Faster revenue growth than 56% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$163,909

Up $20,248 (+14%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$163,909

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$93,164

Up $1,991 (+2.2%) from 2024

Expenses

Up

$72,916

Up $4,768 (+7.0%) from 2024

Net Income

Down

$20,248

Down $2,777 (-12%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$200K$150K$100K$50K$0Assets 2011: $91,505Liabilities 2011: $02011Assets 2012: $70,079Net Assets 2012: $70,0792012Assets 2013: $66,735Net Assets 2013: $66,7352013Assets 2014: $67,960Liabilities 2014: $02014Assets 2015: $29,292Net Assets 2015: $29,2922015Assets 2016: $42,634Liabilities 2016: $02016Assets 2017: $57,149Net Assets 2017: $57,1492017Assets 2018: $60,678Liabilities 2018: $02018Assets 2019: $58,496Net Assets 2019: $58,4962019Assets 2020: $78,369Net Assets 2020: $78,3692020Assets 2021: $46,692Net Assets 2021: $46,6922021Assets 2022: $97,246Net Assets 2022: $97,2462022Assets 2023: $120,636Net Assets 2023: $120,6362023Assets 2024: $143,661Liabilities 2024: $02024Assets 2025: $163,909Net Assets 2025: $163,9092025

Highlighted filing

2025

Assets$163,909
Liabilities-
Net Assets$163,909
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $80,639Expenses 2011: $64,749Net Income 2011: $15,8902011Revenue 2012: $79,931Expenses 2012: $101,357Net Income 2012: -$21,4262012Revenue 2013: $54,261Expenses 2013: $57,605Net Income 2013: -$3,3442013Revenue 2014: $88,530Expenses 2014: $87,305Net Income 2014: $1,2252014Revenue 2015: $92,513Expenses 2015: $131,181Net Income 2015: -$38,6682015Revenue 2016: $87,976Expenses 2016: $74,634Net Income 2016: $13,3422016Revenue 2017: $95,257Expenses 2017: $80,742Net Income 2017: $14,5152017Revenue 2018: $83,707Expenses 2018: $80,178Net Income 2018: $3,5292018Revenue 2019: $76,351Expenses 2019: $78,533Net Income 2019: -$2,1822019Revenue 2020: $71,741Expenses 2020: $51,868Net Income 2020: $19,8732020Revenue 2021: $21,391Expenses 2021: $45,624Net Income 2021: -$24,2332021Revenue 2022: $77,963Expenses 2022: $27,409Net Income 2022: $50,5542022Revenue 2023: $108,513Expenses 2023: $85,123Net Income 2023: $23,3902023Revenue 2024: $91,173Expenses 2024: $68,148Net Income 2024: $23,0252024Revenue 2025: $93,164Expenses 2025: $72,916Net Income 2025: $20,2482025

Highlighted filing

2025

Revenue$93,164
Expenses$72,916
Net Income$20,248
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,909
Liabilities
-
Net assets
$163,909
Revenue
$93,164
Expenses
$72,916
Net income
$20,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.93$0.73$0.20
2024Summary only. Only limited summary data is available for this year.$1.44$0.00$0.91$0.68$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.21$1.21$1.09$0.85$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.97$0.78$0.27$0.51
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.21$0.46$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.78$0.72$0.52$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.58$0.76$0.79$0.02
2018Summary only. Only limited summary data is available for this year.$0.61$0.00$0.84$0.80$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.95$0.81$0.15
2016Summary only. Only limited summary data is available for this year.$0.43$0.00$0.88$0.75$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.93$1.31$0.39
2014Summary only. Only limited summary data is available for this year.$0.68$0.00$0.89$0.87$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.67$0.54$0.58$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.70$0.80$1.01$0.21
2011Summary only. Only limited summary data is available for this year.$0.92$0.00$0.81$0.65$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$119,841
Mission and Program Overview

Mission

To foster community service including projects for the lompoc valley; to provide programs of cultural and intellectual value for its members, and to encourage, promote and cultivate friendships among its members.

Program Services

DescriptionGrantsExpenses
MEMBER MEALS, SUPPLIES, AND FACILITY CHARGES FOR MEETINGS.-$49,573
SCHOLARSHIP AWARDED TO OUTSTANDING GRADUATING HIGH SCHOOL STUDENT. GRADUATE AWARDED SCHOLARSHIP FOR COLLEGE. AWARD BASED ON GPA, SCHOOL AND COMMUNUITY INVOLVEMENT. APPLICATIONS ARE REVEIWED AND VOTED ON BY COMMITTEE.-$11,000
TO SUPPORT NATIONAL OFFICES.-$5,771
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT KLUGPresidentPT$0--
HEATHER BEDFORDTreasurerPT$0--
JADA DAVISSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Community$71,212$71,212$26,677$44,535
Total Events$71,212$71,212$26,677$44,535
Filing and Contact Details

Filer

Filer Name
Rotary International Lompoc
EIN
95-6134182
Phone
8053156672
Address
PO BOX 792, LOMPOC, CA 93438

Signing Officer

Name
Robert Klug
Title
President
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Walker Wilson & Hughen
Address
1201-J East Ocean Avenue, Lompoc, CA 93436
Preparer
Beverly J Wilson CPA
Phone
8057367534
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1071”

Other Expenses.1002

“Office Expenses $5484”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1277”

Other Expenses.1

“100 year anniversary $17053”

Other Expenses.2

“SCHOLARSHIP $11000”

Other Expenses.3

“Member meetings & meals $10567”

Other Expenses.4

“Charitable donation $6170”

Other Expenses.5

“National/district dues $5771”

Other Expenses.6

“SPONSORSHIP $4990”

Other Expenses.7

“Wreaths across america $680”

Other Expenses.8

“GIFTS & RECOGNITION $78”

Raw XML Appendix141 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/PersonNm0HEATHER BEDFORD
IRS990EZ/BooksInCareOfDetail/PhoneNum08053156672
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 792
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOMPOC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093436
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0143661
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0163909
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04690
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020248
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02575
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0143661
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0163909
IRS990EZ/FundraisingGrossIncomeAmt071212
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt0119841
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01686
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0143661
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0163909
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0143661
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0163909
IRS990EZ/OccupancyRentUtltsAndMaintAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT KLUG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER BEDFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JADA DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064141
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER COMMUNITY SERVICE INCLUDING PROJECTS FOR THE LOMPOC VALLEY; TO PROVIDE PROGRAMS OF CULTURAL AND INTELLECTUAL VALUE FOR ITS MEMBERS, AND TO ENCOURAGE, PROMOTE AND CULTIVATE FRIENDSHIPS AMONG ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt042253
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP AWARDED TO OUTSTANDING GRADUATING HIGH SCHOOL STUDENT. GRADUATE AWARDED SCHOLARSHIP FOR COLLEGE. AWARD BASED ON GPA, SCHOOL AND COMMUNUITY INVOLVEMENT. APPLICATIONS ARE REVEIWED AND VOTED ON BY COMMITTEE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEMBER MEALS, SUPPLIES, AND FACILITY CHARGES FOR MEETINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT NATIONAL OFFICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt149573
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25771
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt026677
IRS990EZ/SpecialEventsNetIncomeLossAmt044535
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt072916
IRS990EZ/TotalProgramServiceExpensesAmt066344
IRS990EZ/TotalRevenueAmt093164
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.lompocrotary.com
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026677
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COMMUNITY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt071212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt071212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt071212
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044535
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026677
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $5484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3100 YEAR ANNIVERSARY $17053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP $11000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBER MEETINGS & MEALS $10567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHARITABLE DONATION $6170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NATIONAL/DISTRICT DUES $5771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SPONSORSHIP $4990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WREATHS ACROSS AMERICA $680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GIFTS & RECOGNITION $78
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT KLUG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL LOMPOC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOMPOC ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956134182
ReturnHeader/Filer/PhoneNum08053156672
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 792
ReturnHeader/Filer/USAddress/CityNm0LOMPOC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093438
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953753524
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Walker Wilson & Hughen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201-J East Ocean Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lompoc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093436
ReturnHeader/PreparerPersonGrp/PhoneNum08057367534
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEVERLY J WILSON CPA
ReturnHeader/ReturnTs02025-11-12T13:37:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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