Civic Intelligence

Sunrise Rotary Foundation of Key West Inc.

990 • Fiscal year 2021 • EIN 31-1567369

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 03, 2021

Organization ProfileN/A
PO Box 2354Key West, FL 33045

(305) 296-2639

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

49th percentile

0.03x

Higher debt load relative to revenue than 49% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

92nd percentile

65%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

67th percentile

22%

Faster asset growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

433%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$907,972

Up $161,889 (+22%) from 2020

Net Assets

Up

$901,747

Up $155,664 (+21%) from 2020

Liabilities

Up

$6,225

Up $6,225 from 2020

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin92nd percentile

Revenue

Up

$239,529

Up $194,559 (+433%) from 2020

Expenses

Down

$83,865

Down $13,953 (-14%) from 2020

Net Income

Up

$155,664

Up $208,512 (+395%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$1.0M$500K$0Assets 2010: $365,424Net Assets 2010: $365,4242010Assets 2012: $473,068Liabilities 2012: $2,525Net Assets 2012: $470,5432012Assets 2013: $599,119Liabilities 2013: $4,565Net Assets 2013: $594,5542013Assets 2014: $743,438Liabilities 2014: $0Net Assets 2014: $743,4382014Assets 2015: $573,789Liabilities 2015: $1,575Net Assets 2015: $572,2142015Assets 2016: $632,776Liabilities 2016: $0Net Assets 2016: $632,7762016Assets 2017: $718,295Liabilities 2017: $0Net Assets 2017: $718,2952017Assets 2018: $790,919Liabilities 2018: $0Net Assets 2018: $790,9192018Assets 2019: $798,931Liabilities 2019: $0Net Assets 2019: $798,9312019Assets 2020: $746,083Liabilities 2020: $0Net Assets 2020: $746,0832020Assets 2021: $907,972Liabilities 2021: $6,225Net Assets 2021: $901,7472021Assets 2022: $743,754Liabilities 2022: $2,554Net Assets 2022: $741,2002022Assets 2023: $820,637Liabilities 2023: $0Net Assets 2023: $820,6372023Assets 2024: $886,593Liabilities 2024: $0Net Assets 2024: $886,5932024Assets 2025: $991,374Liabilities 2025: $0Net Assets 2025: $991,3742025

Highlighted filing

2021

Assets$907,972
Liabilities$6,225
Net Assets$901,747
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2010: $60,880Expenses 2010: $51,312Net Income 2010: $9,5682010Revenue 2012: $99,803Expenses 2012: $58,149Net Income 2012: $41,6542012Expenses 2013: $24,7442013Revenue 2014: $126,786Expenses 2014: $27,550Net Income 2014: $99,2362014Revenue 2015: $114,772Expenses 2015: $159,558Net Income 2015: -$44,7862015Revenue 2016: $152,469Expenses 2016: $91,907Net Income 2016: $60,5622016Revenue 2017: $164,324Expenses 2017: $78,805Net Income 2017: $85,5192017Revenue 2018: $159,033Expenses 2018: $86,409Net Income 2018: $72,6242018Revenue 2019: $101,119Expenses 2019: $93,107Net Income 2019: $8,0122019Revenue 2020: $44,970Expenses 2020: $97,818Net Income 2020: -$52,8482020Revenue 2021: $239,529Expenses 2021: $83,865Net Income 2021: $155,6642021Revenue 2022: $111,081Expenses 2022: $271,628Net Income 2022: -$160,5472022Revenue 2023: $75,696Expenses 2023: -$3,741Net Income 2023: $79,4372023Revenue 2024: $80,707Expenses 2024: $14,751Net Income 2024: $65,9562024Revenue 2025: $80,905Expenses 2025: -$23,876Net Income 2025: $104,7812025

Highlighted filing

2021

Revenue$239,529
Expenses$83,865
Net Income$155,664
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 3, 2021
Return Version
2020v4.1
Gross Receipts
$251,041
Mission and Program Overview

Mission

Organization contributes to various educational programs and college scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$583,492$774,666▲ $191,174
Cap Stk Tr Prin Current Funds$572,214$572,214→ $0
Rtn Earn Endowment Incm Other Fnds$173,869$329,533▲ $155,664
Cash and Non-Interest-Bearing Accounts$162,591$133,306▼ $29,285
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$746,083$907,972▲ $161,889
Liabilities
Other Liabilities$0$6,225▲ $6,225
Total Liabilities$0$6,225▲ $6,225
Net Assets / Fund Balance
Total Net Assets Fund Balance$746,083$901,747▲ $155,664
Total Liabilities and Net Assets / Fund Balance$746,083$907,972▲ $161,889
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Janie RodriguezPresident
Elizabeth MacLaughlinDirector
Trevis WernikoffDirector
Trice DennyDirector
Jim SmithSecretary
Brad LutzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$13,401
Other Revenue
$226,128
Change in Net Assets
$155,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,000
Other Expenses$11,865
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$72,000--$72,000
Fees for Services Management-$6,919-$6,919
Fees for Services Accounting-$1,900-$1,900
Other Expenses-$120-$120
Total Functional Expenses$72,000$11,865$0$83,865
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,074
Fundraising Direct Expenses$11,512
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$49,659$49,659$11,200$38,459
Brewfest$1,257$1,257$312$945
Total Events$51,074$51,074$11,512$39,562
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Club Account$6,225
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Board reviews Form 990 before it is filed.”

Form 990, Part VI, Section C, line 19

“Governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Sunrise Rotary Foundation
EIN
31-1567369
Phone
3052962639
Address
PO Box 2354, Key West, FL 33045

Signing Officer

Name
Brad Lutz
Title
Treasurer
Phone
3052962639
Signed
2021-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brad Lutz
Formed
1995
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Niles Kight & Company PLLC
Address
2432 Flagler Avenue, Key West, FL 33040-3844
Preparer
Billy J Kight CPA
Phone
3052946606
Raw XML Appendix365 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/ExplanationTxt0Board reviews Form 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing documents, policies and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0746083
IRS990/TotalAssetsEOYAmt0907972
IRS990/TotalAssetsGrp/BOYAmt0746083
IRS990/TotalAssetsGrp/EOYAmt0907972
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011865
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072000
IRS990/TotalFunctionalExpensesGrp/TotalAmt083865
IRS990/TotalGrossUBIAmt0186566
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt06225
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt06225
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0746083
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0901747
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt072000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt039562
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013401
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0239529
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0186566
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0746083
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0907972
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03406 N Roosevelt Blvd
IRS990/USAddress/CityNm0Key West
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033040
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Brad Lutz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03052962639
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sunrise Rotary Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Key West Inc
ReturnHeader/Filer/BusinessNameControlTxt0SUNR
ReturnHeader/Filer/EIN0311567369
ReturnHeader/Filer/PhoneNum03052962639
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2354
ReturnHeader/Filer/USAddress/CityNm0Key West
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033045
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273583461
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Niles Kight & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02432 Flagler Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Key West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0330403844
ReturnHeader/PreparerPersonGrp/PhoneNum03052946606
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Billy J Kight CPA
ReturnHeader/ReturnTs02021-09-03T16:06:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brad
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lutz
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$907,972
Liabilities
$6,225
Net assets
$901,747
Revenue
$239,529
Expenses
$83,865
Net income
$155,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.91$0.00$9.91$0.81$0.24$1.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.87$0.00$8.87$0.81$0.15$0.66
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.21$0.00$8.21$0.76$0.04$0.79
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$0.03$7.41$1.11$2.72$1.61
2021Detailed filing. Detailed filing data is available for this year.$9.08$0.06$9.02$2.40$0.84$1.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.46$0.00$7.46$0.45$0.98$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.99$0.00$7.99$1.01$0.93$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.91$0.00$7.91$1.59$0.86$0.73
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.18$0.00$7.18$1.64$0.79$0.86
2016Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$1.52$0.92$0.61
2015Detailed filing. Detailed filing data is available for this year.$5.74$0.02$5.72$1.15$1.60$0.45
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.43$0.00$7.43$1.27$0.28$0.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.99$0.05$5.95$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.03$4.71$1.00$0.58$0.42
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$3.65$0.61$0.51$0.10
Peer Organizations

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