Civic Intelligence

Rotary International Lompoc

990EZ • Fiscal year 2016 • EIN 95-6134182

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 12, 2017

Organization Profilewww.lompocrotary.org
PO Box 792Lompoc, CA 93438

(805) 757-9896

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

90th percentile

46%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-4.9%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$42,634

Flat from 2016

Net Assets

$42,634

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Flat

$87,976

Flat from 2016

Expenses

Flat

$74,634

Flat from 2016

Net Income

Flat

$13,342

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$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: $42,634Net Assets 2016: $42,6342016Assets 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

2016

Assets$42,634
Liabilities-
Net Assets$42,634
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this 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 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

2016

Revenue$87,976
Expenses$74,634
Net Income$13,342
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 12, 2017
Return Version
2015v3.0
Gross Receipts
$95,092
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.$39,400-
TO SUPPORT PROJECTS AND NON-PROFIT ORGANIZATIONS IN THE LOMPOC VALLEY. FUNDS WERE DONATED TO LOMPOC HIGH SCHOOL, LOMPOC PARKS & RECREATION FOUNDATION, LOMPOC VALLEY YMCA, LOMPOC CHAMBER FOUNDATION AND LOMPOC POLICE FOUNDATION.$20,370-
TO SUPPORT NATIONAL OFFICES.$5,226-
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.$1,500-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE HODAPPPresident Elect-$0--
DENA HARDEMANPresident-$0--
DEBBIE MCCOMBSecretary-$0--
ED SCHULERBoard MemberPT$0--
EDWIN BRAXTONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Community$32,705$32,705$7,116$25,589
Total Events$32,705$32,705$7,116$25,589
Filing and Contact Details

Filer

Filer Name
Rotary International Lompoc
EIN
95-6134182
Phone
8057579896
Address
PO BOX 792, LOMPOC, CA 93438

Signing Officer

Name
Dena Hardeman
Title
Treasurer
Signed
2017-01-12
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.17

“| Donee's Name: LOMPOC PARKS/REC FOUNDATION | Donee's Address: 601 E OCEAN AVE LOMPOC CA 93436 | Cash Amount Given: $6200”

Other Expenses.1002

“Office Expenses $3052”

Other Expenses.1

“Member meetings & meals $39400”

Other Expenses.2

“NATIONAL DUES $5226”

Other Expenses.3

“RENTS/STORAGE $3195”

Other Expenses.4

“SCHOLARSHIPS $1500”

Other Expenses.5

“EDUCATION EXPENSE $922”

Other Expenses.6

“WEBSITE FEES $559”

Other Expenses.7

“PROFESSIONAL FEES $375”

Other Expenses.8

“TAXES/FEES $35”

Raw XML Appendix144 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/PersonNm0EDWIN BRAXTON
IRS990EZ/BooksInCareOfDetail/PhoneNum08057579896
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 792
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOMPOC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093436
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029292
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042634
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02841
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013342
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029292
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042634
IRS990EZ/FundraisingGrossIncomeAmt032705
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020370
IRS990EZ/GrossReceiptsAmt095092
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032254
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029292
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042634
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029292
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042634
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE HODAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENA HARDEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBBIE MCCOMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ED SCHULER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EDWIN BRAXTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054264
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/ProgramServiceRevenueAmt027292
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/DescriptionProgramSrvcAccomTxt3TO SUPPORT PROJECTS AND NON-PROFIT ORGANIZATIONS IN THE LOMPOC VALLEY. FUNDS WERE DONATED TO LOMPOC HIGH SCHOOL, LOMPOC PARKS & RECREATION FOUNDATION, LOMPOC VALLEY YMCA, LOMPOC CHAMBER FOUNDATION AND LOMPOC POLICE FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt139400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25226
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt320370
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt07116
IRS990EZ/SpecialEventsNetIncomeLossAmt025589
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074634
IRS990EZ/TotalProgramServiceExpensesAmt066496
IRS990EZ/TotalRevenueAmt087976
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.lompocrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07116
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COMMUNITY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032705
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025589
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07116
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: LOMPOC PARKS/REC FOUNDATION | Donee's Address: 601 E OCEAN AVE LOMPOC CA 93436 | Cash Amount Given: $6200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBER MEETINGS & MEALS $39400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NATIONAL DUES $5226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RENTS/STORAGE $3195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIPS $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EDUCATION EXPENSE $922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE FEES $559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROFESSIONAL FEES $375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAXES/FEES $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENA HARDEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL LOMPOC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOMPOC ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956134182
ReturnHeader/Filer/PhoneNum08057579896
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 792
ReturnHeader/Filer/USAddress/CityNm0LOMPOC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093438
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/PreparerPersonNm0KARINA M NAUGHTON CPA
ReturnHeader/ReturnTs02017-01-12T16:59:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,634
Liabilities
-
Net assets
$42,634
Revenue
$87,976
Expenses
$74,634
Net income
$13,342
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
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.88$0.75$0.13
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