Lodi Rotary Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2014 | 18,920 | 2,344 | 16,576 | 84.9 | — |
| 2017 | 92,250 | 42,256 | 49,994 | 27.5 | — |
| 2018 | 70,459 | 38,657 | 31,802 | 39.3 | — |
| 2019 | 76,923 | 70,689 | 6,234 | 22.6 | — |
| 2020 | 85,685 | 84,196 | 1,489 | 19.2 | — |
| 2021 | 37,333 | 22,807 | 14,526 | 80.8 | — |
| 2022 | 92,014 | 49,184 | 42,830 | 47.1 | — |
| 2023 | 55,370 | 49,634 | 5,736 | 48.1 | — |
In its most recent public year (2023), this organization brought in $5,736 more than it spent. Its reserves stood at about 48.1 months of spending, down from 84.9 in 2014.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Lodi Rotary Foundation's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works