Civic Intelligence

Sonora Sunrise Rotary Club Foundation

EIN 20-0984448 • 501(c)4 • Sonora, CA

Profile

Promote encourage and fund charitable

PO Box 4495Sonora, CA 95370

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

53rd percentile

3.0%

Higher net margin than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

40th percentile

-8.6%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-39%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$84,886

Down $7,991 (-8.6%) from 2023

Liabilities

Down

$500

Down $82 (-14%) from 2023

Net Assets

Down

$84,386

Down $7,909 (-8.6%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin53rd percentile

Revenue

Down

$22,694

Down $14,295 (-39%) from 2023

Expenses

Up

$22,008

Up $4,232 (+24%) from 2023

Net Income

Down

$686

Down $18,527 (-96%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$200K$150K$100K$50K$0Assets 2011: $96,073Liabilities 2011: $542Net Assets 2011: $95,5312011Assets 2012: $164,849Liabilities 2012: $54,939Net Assets 2012: $109,9102012Assets 2013: $97,630Liabilities 2013: $40Net Assets 2013: $97,5902013Assets 2014: $85,853Liabilities 2014: $500Net Assets 2014: $85,3532014Assets 2015: $83,324Liabilities 2015: $880Net Assets 2015: $82,4442015Assets 2016: $77,025Liabilities 2016: $500Net Assets 2016: $76,5252016Assets 2017: $72,838Liabilities 2017: $665Net Assets 2017: $72,1732017Assets 2018: $55,566Liabilities 2018: $585Net Assets 2018: $54,9812018Assets 2019: $59,202Liabilities 2019: $585Net Assets 2019: $58,6172019Assets 2020: $64,484Liabilities 2020: $721Net Assets 2020: $63,7632020Assets 2021: $59,070Liabilities 2021: $585Net Assets 2021: $58,4852021Assets 2022: $73,739Liabilities 2022: $657Net Assets 2022: $73,0822022Assets 2023: $92,877Liabilities 2023: $582Net Assets 2023: $92,2952023Assets 2024: $84,886Liabilities 2024: $500Net Assets 2024: $84,3862024

Highlighted filing

2024

Assets$84,886
Liabilities$500
Net Assets$84,386
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$100K$50K$0-$50KRevenue 2011: $71,569Expenses 2011: $49,167Net Income 2011: $22,4022011Revenue 2012: $48,459Expenses 2012: $33,962Net Income 2012: $14,4972012Revenue 2013: $45,744Expenses 2013: $58,587Net Income 2013: -$12,8432013Revenue 2014: $49,572Expenses 2014: $63,239Net Income 2014: -$13,6672014Revenue 2015: $46,139Expenses 2015: $47,884Net Income 2015: -$1,7452015Revenue 2016: $68,726Expenses 2016: $71,009Net Income 2016: -$2,2832016Revenue 2017: $28,484Expenses 2017: $32,836Net Income 2017: -$4,3522017Revenue 2018: $52,717Expenses 2018: $69,909Net Income 2018: -$17,1922018Revenue 2019: $45,230Expenses 2019: $41,594Net Income 2019: $3,6362019Revenue 2020: $20,620Expenses 2020: $15,476Net Income 2020: $5,1442020Revenue 2021: $12,712Expenses 2021: $17,990Net Income 2021: -$5,2782021Revenue 2022: $28,333Expenses 2022: $13,736Net Income 2022: $14,5972022Revenue 2023: $36,989Expenses 2023: $17,776Net Income 2023: $19,2132023Revenue 2024: $22,694Expenses 2024: $22,008Net Income 2024: $6862024

Highlighted filing

2024

Revenue$22,694
Expenses$22,008
Net Income$686
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$84,886
Liabilities
$500
Net assets
$84,386
Revenue
$22,694
Expenses
$22,008
Net income
$686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$0.23$0.22$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$0.37$0.18$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.01$0.73$0.28$0.14$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.58$0.13$0.18$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.64$0.21$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.59$0.45$0.42$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$0.53$0.70$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.01$0.72$0.28$0.33$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.77$0.69$0.71$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.01$0.82$0.46$0.48$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.85$0.50$0.63$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.46$0.59$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.55$1.10$0.48$0.34$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.01$0.96$0.72$0.49$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$34,654
Mission and Program Overview

Mission

The primary purposes of the organization are to promote, encourage and fund charitable, scienticfic, literary, and educational endeavors intitiated and/or sponsored by the sonora sunrise rotary club.

Promote encourage and fund charitable

Program Services

DescriptionGrantsExpenses
PROVIDED FINANCIAL ASSISTANCE TO THE ARTS, INTERNATIONAL AND LOCAL COMMUNITY ACTIVITIES SPONOSRED BY THE ROTARY CLUB. ASSISTED PROJECTS TARGETING YOUTHS AT RISK. PROVIDED SCHOLARSH-$33,968
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG FORTEPresident-$0--
SALLY DUNNSecretary-$0--
LISA DASKOTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Barrels Bre$19,374$19,374$1,349$18,025
Field of Hon$6,668$6,668$3,962$2,706
Total Events$26,042$26,042$11,960$14,082
Filing and Contact Details

Filer

Filer Name
Sonora Sunrise Rotary Club Foundation
EIN
20-0984448
Address
PO BOX 4495, Sonora, CA 95370

Signing Officer

Name
Lisa Dasko
Title
Treasurer
Phone
2094001644
Signed
2024-11-06
Discuss with paid preparer
No

Preparer

Firm
R&R Financial Tax Service
Address
1449 E F St Ste 103C, Oakdale, CA 95361
Preparer
Christina Robles Soriano
Phone
2093222294
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDOG PARK 4,662LOCAL PROJECTS 8,559SCHOLARSHIPS 4,000SUPPLIES 4,787”

Other changes in net assets or fund balances Part I line 20

“Description AmountRESTRICED FUNDS SPENT (8,595)”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearACCOUNTS PAYABLE AND ACCURED 82 0MURAL IN A DAY 500 500”

Raw XML Appendix170 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02094001644
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sonora
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095370
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092877
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IRS990EZ/ExcessOrDeficitForYearAmt0686
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092295
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084386
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092295
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084386
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG FORTE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-8595
IRS990EZ/OtherExpensesTotalAmt022008
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE ENCOURAGE AND FUND CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FINANCIAL ASSISTANCE TO THE ARTS, INTERNATIONAL AND LOCAL COMMUNITY ACTIVITIES SPONOSRED BY THE ROTARY CLUB. ASSISTED PROJECTS TARGETING YOUTHS AT RISK. PROVIDED SCHOLARSH
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033968
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011960
IRS990EZ/SpecialEventsNetIncomeLossAmt014082
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0582
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022008
IRS990EZ/TotalProgramServiceExpensesAmt033968
IRS990EZ/TotalRevenueAmt022694
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08569
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046608
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt071
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct00.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03962
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0749
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDOG PARK 4,662LOCAL PROJECTS 8,559SCHOLARSHIPS 4,000SUPPLIES 4,787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountRESTRICED FUNDS SPENT (8,595)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearACCOUNTS PAYABLE AND ACCURED 82 0MURAL IN A DAY 500 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA DASKO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02094001644
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONORA SUNRISE ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SONO
ReturnHeader/Filer/EIN0200984448
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4495
ReturnHeader/Filer/USAddress/CityNm0Sonora
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095370
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831976146
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01449 E F St Ste 103C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095361
ReturnHeader/PreparerPersonGrp/PhoneNum02093222294
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christina Robles Soriano
ReturnHeader/ReturnTs02024-11-06T18:11:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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