Civic Intelligence

Athens Sunrise Rotary Foundation

EIN 30-0267539 • 501(c)3 • Athens, OH

Pub. 78 Eligible990-N Coverage

Profile

To provide funds to charitable organizations in the local community with an emphasis on needy children

12180 Hawks Nest RdAthens, OH 45701

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

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

77th percentile

23%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

94th percentile

162%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$217,746

Up $41,330 (+23%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$217,746

Up $41,330 (+23%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$16,853

Up $10,431 (+162%) from 2023

Expenses

Up

$7,495

Up $6,778 (+945%) from 2023

Net Income

Up

$9,358

Up $3,653 (+64%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$300K$200K$100K$0Assets 2020: $142,010Net Assets 2020: $142,0102020Assets 2021: $206,157Net Assets 2021: $206,1572021Assets 2022: $165,716Net Assets 2022: $165,7162022Assets 2023: $176,416Net Assets 2023: $176,4162023Assets 2024: $217,746Net Assets 2024: $217,7462024

Highlighted filing

2024

Assets$217,746
Liabilities-
Net Assets$217,746
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$30K$20K$10K$0-$10KRevenue 2020: $7,552Expenses 2020: $5,500Net Income 2020: $2,0522020Revenue 2021: $22,893Expenses 2021: $200Net Income 2021: $22,6932021Revenue 2022: $10,326Expenses 2022: $12,560Net Income 2022: -$2,2342022Revenue 2023: $6,422Expenses 2023: $717Net Income 2023: $5,7052023Revenue 2024: $16,853Expenses 2024: $7,495Net Income 2024: $9,3582024

Highlighted filing

2024

Revenue$16,853
Expenses$7,495
Net Income$9,358
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$217,746
Liabilities
-
Net assets
$217,746
Revenue
$16,853
Expenses
$7,495
Net income
$9,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$2.18$0.17$0.07$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.76$1.76$0.06$0.01$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.10$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.06$2.06$0.23$0.00$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.08$0.06$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 5, 2025
Return Version
2023v6.0
Gross Receipts
$119,024
Mission and Program Overview

Mission

To provide funds to charitable organizations in the local community with an emphasis on needy children

Program Services

DescriptionGrantsExpenses
ORGANIZATION SUCCESFULLY COMPLETED ITS MISSION FOR 2019--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEX COULADISChairman-$0--
RUSS NORRISTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Athens Sunrise Rotary Foundation
EIN
30-0267539
Phone
7405911540
Address
12180 HAWKS NEST RD, ATHENS, OH 45701

Signing Officer

Name
Alex Couladis
Title
Chairman
Phone
7405911540
Signed
2025-05-05

Preparer

Firm
FINANCIAL ACCOUNTING & ADVISORY SVC'S
Address
PO BOX 805, ATHENS, OH 45701
Preparer
Pat Smith CPA
Phone
7405943227
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 31,972 unrealized loss 0”

Form 990-ez, Part III

“To provide funds to charitable organizations in the local community with an emphasis on needy children”

Raw XML Appendix109 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/PersonNm0ALEX COULADIS
IRS990EZ/BooksInCareOfDetail/PhoneNum07405911540
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0107 E STATE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATHENS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0176416
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0217746
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0102171
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09358
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07495
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0176416
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0217746
IRS990EZ/GainOrLossFromSaleOfAssetsAmt014989
IRS990EZ/GrossReceiptsAmt0119024
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01864
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0176416
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0217746
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0176416
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0217746
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEX COULADIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RUSS NORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt031972
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDS TO CHARITABLE ORGANIZATIONS IN THE LOCAL COMMUNITY WITH AN EMPHASIS ON NEEDY CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION SUCCESFULLY COMPLETED ITS MISSION FOR 2019
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0117160
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07495
IRS990EZ/TotalRevenueAmt016853
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt022819
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04915
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt022819
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013469
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt022819
IRS990ScheduleA/TotalSupportAmt022819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN ON INVESTMENTS 31,972 UNREALIZED LOSS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE FUNDS TO CHARITABLE ORGANIZATIONS IN THE LOCAL COMMUNITY WITH AN EMPHASIS ON NEEDY CHILDREN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX COULADIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07405911540
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATHENS SUNRISE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ATHE
ReturnHeader/Filer/EIN0300267539
ReturnHeader/Filer/PhoneNum07405911540
ReturnHeader/Filer/USAddress/AddressLine1Txt012180 HAWKS NEST RD
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311449477
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FINANCIAL ACCOUNTING & ADVISORY SVC'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 805
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATHENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045701
ReturnHeader/PreparerPersonGrp/PhoneNum07405943227
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAT SMITH CPA
ReturnHeader/ReturnTs02025-05-05T14:03:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.