Civic Intelligence

Sunrise Rotary Foundation Inc

EIN 20-5202211 • 501(c)3 • Clackamas, OR

Profile

North Sunrise Rotary Foundation is a charitable organization. It accomplishes its mission by providing scholarships to college or vocational school bound students, providing support to unwed student mothers, offering free winter coats and jackets to local schools, cuts firewood for local elder home residents, accomplishes roadside cleanups, finances international students exchanges between US and Foreign students, organizes a school supply drive and collects canned food for the local food bank.

PO Box 394Clackamas, OR 97015

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

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 2015

Asset Growth

95th percentile

148%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

266%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$5,214

Up $3,114 (+148%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$5,214

Up $3,114 (+148%) from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Up

$14,398

Up $10,459 (+266%) from 2014

Expenses

Up

$11,284

Up $2,300 (+26%) from 2014

Net Income

Up

$3,114

Up $8,159 (+162%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $3,653Net Assets 2011: $3,6532011Assets 2012: $2,361Net Assets 2012: $2,3612012Assets 2013: $7,145Net Assets 2013: $7,1452013Assets 2014: $2,100Net Assets 2014: $2,1002014Assets 2015: $5,214Net Assets 2015: $5,2142015

Highlighted filing

2015

Assets$5,214
Liabilities-
Net Assets$5,214
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $20,425Expenses 2011: $22,382Net Income 2011: -$1,9572011Revenue 2012: $21,318Expenses 2012: $22,610Net Income 2012: -$1,2922012Revenue 2013: $15,694Expenses 2013: $10,910Net Income 2013: $4,7842013Revenue 2014: $3,939Expenses 2014: $8,984Net Income 2014: -$5,0452014Revenue 2015: $14,398Expenses 2015: $11,284Net Income 2015: $3,1142015

Highlighted filing

2015

Revenue$14,398
Expenses$11,284
Net Income$3,114
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,214
Liabilities
-
Net assets
$5,214
Revenue
$14,398
Expenses
$11,284
Net income
$3,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$5.21$5.21$14.4$11.3$3.11
2014Detailed filing. Detailed filing data is available for this year.$2.10$2.10$3.94$8.98$5.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.15$7.15$15.7$10.9$4.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$2.36$21.3$22.6$1.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$3.65$20.4$22.4$1.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$33,098
Mission and Program Overview

Mission

North Sunrise Rotary Foundation is a charitable organization. It accomplishes its mission by providing scholarships to college or vocational school bound students, providing support to unwed student mothers, offering free winter coats and jackets to local schools, cuts firewood for local elder home residents, accomplishes roadside cleanups, finances international students exchanges between US and Foreign students, organizes a school supply drive and collects canned food for the local food bank.

Program Services

DescriptionGrantsExpenses
See Schedule O$235$11,049
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara CartmillPresident-$0--
Monty SkilesVice President-$0--
Kevin WrightSecretary-$0--
Fred BachofnerTreasurer-$0--
Al JeckClub President-$0--
Mary BlountAt Large Positi-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2014 Golf Tournament$18,255$18,255$11,000$7,255
2015 Bowl A Thon$12,853$12,853$7,700$5,153
Total Events$31,108$31,108$18,700$12,408
Filing and Contact Details

Filer

Filer Name
Sunrise Rotary Foundation Inc
EIN
20-5202211
Phone
5035571040
Address
PO BOX 394, CLACKAMAS, OR 97015

Signing Officer

Name
Fred Bachofner
Title
Treasurer
Signed
2015-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Ronald A Chatterton PC CPA
Address
855 E Berkeley Street, Gladstone, OR 97027
Preparer
Ronald A Chatterton
Phone
5035571040
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Grants paid less than $5,000 each | Cash Amount Given: $11049”

Other Expenses.1

“Corporation Fee $50”

Other Expenses.2

“CT - 12 Tax $10”

Raw XML Appendix159 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/USAddress/CityNm0CLACKAMAS
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097015
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Barbara Cartmill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Monty Skiles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kevin Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Fred Bachofner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Al Jeck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mary Blount
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Club President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5At Large Positi
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0North Sunrise Rotary Foundation is a charitable organization. It accomplishes its mission by providing scholarships to college or vocational school bound students, providing support to unwed student mothers, offering free winter coats and jackets to local schools, cuts firewood for local elder home residents, accomplishes roadside cleanups, finances international students exchanges between US and Foreign students, organizes a school supply drive and collects canned food for the local food bank.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011049
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018700
IRS990EZ/SpecialEventsNetIncomeLossAmt012408
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011284
IRS990EZ/TotalProgramServiceExpensesAmt0235
IRS990EZ/TotalRevenueAmt014398
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033098
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt046484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0181358
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041817
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0181358
IRS990ScheduleA/TotalSupportAmt0181358
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018700
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm02014 Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm02015 Bowl A Thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012853
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012408
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Grants paid less than $5,000 each | Cash Amount Given: $11049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Corporation Fee $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CT - 12 Tax $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Fred Bachofner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNRISE ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SUNR
ReturnHeader/Filer/EIN0205202211
ReturnHeader/Filer/PhoneNum05035571040
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 394
ReturnHeader/Filer/USAddress/CityNm0CLACKAMAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ronald A Chatterton PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0855 E Berkeley Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gladstone
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097027
ReturnHeader/PreparerPersonGrp/PhoneNum05035571040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald A Chatterton
ReturnHeader/ReturnTs02015-11-05T10:07:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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