Civic Intelligence

Oakdale Sunrise Rotary Foundation

EIN 26-2840311 • 501(c)3 • Oakdale, CA

990-N Coverage

Profile

The oakdale sunrise rotary foundation is formed for the purpose of facilitating tax-free fundraising and disbursement of funds for exclusively charitable purposes. Oakdale sunrise rotary fundation carries on no operation other than to receive contributions and incidental investment income and to make distiributions of income to such expempt organizations at periodicle intervals. The organization does not accumulate its investment income.

PO Box 2161Oakdale, CA 95361

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

67th percentile

13%

Higher net margin than 67% 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 2024

Asset Growth

86th percentile

43%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

82nd percentile

40%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$62,415

Up $3,554 (+6.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$62,415

Up $3,554 (+6.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$31,803

Up $980 (+3.2%) from 2023

Expenses

Up

$27,750

Up $9,716 (+54%) from 2023

Net Income

Down

$4,053

Down $8,736 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$80K$60K$40K$20K$0Assets 2018: $22,675Liabilities 2018: $0Net Assets 2018: $22,6752018Assets 2019: $17,339Liabilities 2019: $0Net Assets 2019: $17,3392019Assets 2021: $21,275Net Assets 2021: $21,2752021Assets 2022: $46,072Net Assets 2022: $46,0722022Assets 2023: $58,861Net Assets 2023: $58,8612023Assets 2024: $62,415Net Assets 2024: $62,4152024

Highlighted filing

2024

Assets$62,415
Liabilities-
Net Assets$62,415
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2018: $59,390Expenses 2018: $66,084Net Income 2018: -$6,6942018Revenue 2019: $51,841Expenses 2019: $57,177Net Income 2019: -$5,3362019Revenue 2021: $11,546Expenses 2021: $3,158Net Income 2021: $8,3882021Revenue 2022: $37,849Expenses 2022: $13,052Net Income 2022: $24,7972022Revenue 2023: $30,823Expenses 2023: $18,034Net Income 2023: $12,7892023Revenue 2024: $31,803Expenses 2024: $27,750Net Income 2024: $4,0532024

Highlighted filing

2024

Revenue$31,803
Expenses$27,750
Net Income$4,053
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$62,415
Liabilities
-
Net assets
$62,415
Revenue
$31,803
Expenses
$27,750
Net income
$4,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.4$62.4$31.8$27.8$4.05
2023Detailed filing. Detailed filing data is available for this year.$58.9$58.9$30.8$18.0$12.8
2022Detailed filing. Detailed filing data is available for this year.$46.1$46.1$37.8$13.1$24.8
2021Detailed filing. Detailed filing data is available for this year.$21.3$21.3$11.5$3.16$8.39
2019Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$51.8$57.2$5.34
2018Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$59.4$66.1$6.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 7, 2025
Return Version
2024v5.0
Gross Receipts
$65,599
Mission and Program Overview

Mission

The oakdale sunrise rotary foundation is formed for the purpose of facilitating tax-free fundraising and disbursement of funds for exclusively charitable purposes. Oakdale sunrise rotary foundations carries on no operations other than to receive conributions and incidental investment income and to make distributions of income to such exemept orgaizaitons at perodicle intervals. The organizaton does not accumulate is investment income .

The oakdale sunrise rotary foundation is formed for the purpose of facilitating tax-free fundraising and disbursement of funds for exclusively charitable purposes. Oakdale sunrise rotary fundation carries on no operation other than to receive contributions and incidental investment income and to make distiributions of income to such expempt organizations at periodicle intervals. The organization does not accumulate its investment income.

Program Services

DescriptionGrantsExpenses
AMOUNT OF FUNDS DISPURSED TO LOCAL CHARITIESS SAND GOVERNMENTAL AGENCIES IN THE AREA FOR THE BENIFIT OF THE GENERAL PUBLIC.$18,307$18,307
AMOUNT OF FUNDS PRESENTED TO THE DISTRICT AFFILIATION$2,922$2,922
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM MORRISTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lobsteerfest$54,485$54,485$9,940$44,545
Boots & Bows$10,145$10,145$1,206$8,939
Total Events$64,630$64,630$33,796$30,834
Filing and Contact Details

Filer

Filer Name
Oakdale Sunrise Rotary Foundation
EIN
26-2840311
Phone
2094990156
Address
PO BOX 2161, OAKDALE, CA 95361

Signing Officer

Name
William Morris
Title
Treasurer
Phone
2095568059
Signed
2025-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Rea & Associates Llp
Address
1937 COFFEE RD, MODESTO, CA 95355-2704
Preparer
Timothy D Taylor Ea
Phone
2095212727
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 250 supplies 3,033 printing & copy 201 software 500 conferences/meetings 150 total 4,134”

Form 990-ez, Part I, Line 20

“Prior year adjustment -500”

Form 990-ez, Part III

“The oakdale sunrise rotary foundation is formed for the purpose of facilitating tax-free fundraising and disbursement of funds for exclusively charitable purposes. Oakdale sunrise rotary fundation carries on no operation other than to receive contributions and incidental investment income and to make distiributions of income to such expempt organizations at periodicle intervals. The organization does not accumulate its investment income.”

Form 990-ez, Part III, Line 31

“Amount of funds presented to the district affiliation”

Raw XML Appendix157 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR YEAR ADJUSTMENT -500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OAKDALE SUNRISE ROTARY FOUNDATION IS FORMED FOR THE PURPOSE OF FACILITATING TAX-FREE FUNDRAISING AND DISBURSEMENT OF FUNDS FOR EXCLUSIVELY CHARITABLE PURPOSES. OAKDALE SUNRISE ROTARY FUNDATION CARRIES ON NO OPERATION OTHER THAN TO RECEIVE CONTRIBUTIONS AND INCIDENTAL INVESTMENT INCOME AND TO MAKE DISTIRIBUTIONS OF INCOME TO SUCH EXPEMPT ORGANIZATIONS AT PERIODICLE INTERVALS. THE ORGANIZATION DOES NOT ACCUMULATE ITS INVESTMENT INCOME.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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