Civic Intelligence

Athens Sunrise Rotary Foundation

990EZ • Fiscal year 2020 • EIN 30-0267539

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 20, 2020

Organization ProfileN/A
107 E State StAthens, OH 45701

(740) 591-1540

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$142,010

No earlier filing loaded for comparison.

Net Assets

$142,010

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

$7,552

No earlier filing loaded for comparison.

Expenses

$5,500

No earlier filing loaded for comparison.

Net Income

$2,052

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$142,010
Liabilities-
Net Assets$142,010
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$7,552
Expenses$5,500
Net Income$2,052
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 20, 2020
Return Version
2019v5.0
Gross Receipts
$7,552
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-$5,500
Compensation and Service Providers
Top Officer Pay76th 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
107 E STATE ST, ATHENS, OH 45701

Signing Officer

Name
Alex Couladis
Title
Chairman
Phone
7405911540
Signed
2020-08-20

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 0”

Form 990-ez, Part III

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

Raw XML Appendix115 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/BOYAmt0139958
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0142010
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02052
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139958
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0142010
IRS990EZ/GainOrLossFromSaleOfAssetsAmt06782
IRS990EZ/GrossReceiptsAmt07552
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0770
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139958
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0142010
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139958
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0142010
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/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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt06782
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05500
IRS990EZ/TotalProgramServiceExpensesAmt05500
IRS990EZ/TotalRevenueAmt07552
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019485
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02394
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt019485
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01254
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019485
IRS990ScheduleA/TotalSupportAmt019485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN ON INVESTMENTS 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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX COULADIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07405911540
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATHENS SUNRISE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ATHE
ReturnHeader/Filer/EIN0300267539
ReturnHeader/Filer/PhoneNum07405911540
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 E STATE ST
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00D781252AA8B4D346D9214B6DB4C2D090BE14718
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId013E38EF82C7DA5EB77AD63EAF50994E501D69865
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-08-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:56:29
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/PreparationDt02020-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAT SMITH CPA
ReturnHeader/ReturnTs02020-08-25T10:56:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,010
Liabilities
-
Net assets
$142,010
Revenue
$7,552
Expenses
$5,500
Net income
$2,052
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