Civic Intelligence

Yorba Linda Sunrise Rotary

EIN 33-0249404 • 501(c)4 • Yorba Linda, CA

Profile

The Organization donates funds and supports various local Projects

PO Box 924Yorba Linda, CA 92885

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.21x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

43rd percentile

-0.9%

Higher net margin than 43% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$11,282

Up $1,752 (+18%) from 2024

Liabilities

Down

$2,389

Down $10,437 (-81%) from 2024

Net Assets

Up

$8,893

Up $12,189 (+370%) from 2024

Operations
Liabilities / Revenue73rd percentileNet Margin43rd percentile

Revenue

Up

$68,823

Up $12,737 (+23%) from 2024

Expenses

Up

$69,456

Up $725 (+1.1%) from 2024

Net Income

Up

-$633

Up $12,012 (+95%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$150K$100K$50K$0-$50KAssets 2016: $101,838Liabilities 2016: $7,262Net Assets 2016: $94,5762016Assets 2017: $109,362Liabilities 2017: $7,098Net Assets 2017: $102,2642017Assets 2018: $124,128Liabilities 2018: $10,925Net Assets 2018: $113,2032018Assets 2019: $117,025Liabilities 2019: $8,651Net Assets 2019: $108,3742019Assets 2020: $123,994Liabilities 2020: $10,339Net Assets 2020: $113,6552020Assets 2021: $109,163Liabilities 2021: $12,476Net Assets 2021: $96,6872021Assets 2022: $116,028Liabilities 2022: $13,233Net Assets 2022: $102,7952022Assets 2023: $16,665Liabilities 2023: $7,316Net Assets 2023: $9,3492023Assets 2024: $9,530Liabilities 2024: $12,826Net Assets 2024: -$3,2962024Assets 2025: $11,282Liabilities 2025: $2,389Net Assets 2025: $8,8932025

Highlighted filing

2025

Assets$11,282
Liabilities$2,389
Net Assets$8,893
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

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

$200K$100K$0-$100KRevenue 2016: $51,402Expenses 2016: $46,797Net Income 2016: $4,6052016Revenue 2017: $50,302Expenses 2017: $42,614Net Income 2017: $7,6882017Revenue 2018: $55,651Expenses 2018: $45,093Net Income 2018: $10,5582018Revenue 2019: $46,522Expenses 2019: $52,064Net Income 2019: -$5,5422019Revenue 2020: $39,897Expenses 2020: $34,616Net Income 2020: $5,2812020Revenue 2021: $25,242Expenses 2021: $42,210Net Income 2021: -$16,9682021Revenue 2022: $47,874Expenses 2022: $41,766Net Income 2022: $6,1082022Revenue 2023: $58,245Expenses 2023: $153,919Net Income 2023: -$95,6742023Revenue 2024: $56,086Expenses 2024: $68,731Net Income 2024: -$12,6452024Revenue 2025: $68,823Expenses 2025: $69,456Net Income 2025: -$6332025

Highlighted filing

2025

Revenue$68,823
Expenses$69,456
Net Income-$633
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,282
Liabilities
$2,389
Net assets
$8,893
Revenue
$68,823
Expenses
$69,456
Net income
-$633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.09$0.69$0.69$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.13$0.03$0.56$0.69$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.07$0.09$0.58$1.54$0.96
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.13$1.03$0.48$0.42$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.12$0.97$0.25$0.42$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.10$1.14$0.40$0.35$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.09$1.08$0.47$0.52$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.11$1.13$0.56$0.45$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.07$1.02$0.50$0.43$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.07$0.95$0.51$0.47$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$68,823
Mission and Program Overview

Mission

The Organization donates funds and supports various local Projects

Program Services

DescriptionGrantsExpenses
Yorba Linda Sunrise Rotary supports local individuals and orgainizations.-$4,493
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Helen MuoloSecretary-$0--
Julie DavisTreasurer-$0--
John SummerfieldInternational-$0--
Art CordtsPast President-$0--
Jim ArchibaldCommunity Serv-$0--
Sean PhayakapongPresident & CEO-$0--
Cindy HebeinVocational-$0--
Anthony JohnsonPresident Elect-$0--
Lainie NicholsonYouth Services-$0--
Filing and Contact Details

Filer

Filer Name
Yorba Linda Sunrise Rotary
EIN
33-0249404
Address
PO BOX 924, YORBA LINDA, CA 92885

Signing Officer

Name
Sean Phayakapong
Title
President & CEO
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Cottrell & Deems
Address
508 East Chapman Ave, Fullerton, CA 92832
Preparer
Mary L Cottrell
Phone
7146260540
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $487”

Other Expenses.1002

“Office Expenses $360”

Other Expenses.1007

“Conferences, Conventions, and Meetings $4435”

Other Expenses.1

“Meeting Fees $37709”

Other Expenses.2

“Dues $12019”

Other Expenses.3

“Social Events $9005”

Other Expenses.4

“Supplies $1687”

Other Expenses.5

“Opportunity $1510”

Other Expenses.6

“Board Meetings $686”

Other Expenses.7

“Bank Charges $463”

Other Expenses.8

“Misc Exp $374”

Other Expenses.10

“Membership Advancement $140”

Other Assets.1

“Prepaid Expenses - Beginning $0 Prepaid Expenses - Ending $91”

Total Liabilities.1

“Accnts Recbl Overpayment - Beginning $50 Accnts Recbl Overpayment - Ending $2389”

Raw XML Appendix154 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/CityNm0Yorba Linda
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092886
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IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011191
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IRS990EZ/ContributionsGiftsGrantsEtcAmt068823
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-633
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt08893
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Helen Muolo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Julie Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Summerfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Art Cordts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jim Archibald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sean Phayakapong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Cindy Hebein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Anthony Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Lainie Nicholson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2International
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Community Serv
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vocational
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Youth Services
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt091
IRS990EZ/OtherExpensesTotalAmt068875
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Organization donates funds and supports various local Projects
IRS990EZ/PrintingPublicationsPostageAmt0231
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Yorba Linda Sunrise Rotary supports local individuals and orgainizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04493
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt050
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02389
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt069456
IRS990EZ/TotalProgramServiceExpensesAmt04493
IRS990EZ/TotalRevenueAmt068823
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $4435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meeting Fees $37709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues $12019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Social Events $9005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $1687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Opportunity $1510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board Meetings $686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Charges $463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Misc Exp $374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Membership Advancement $140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Prepaid Expenses - Beginning $0 Prepaid Expenses - Ending $91
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accnts Recbl Overpayment - Beginning $50 Accnts Recbl Overpayment - Ending $2389
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sean Phayakapong
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YORBA LINDA SUNRISE ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0YORB
ReturnHeader/Filer/EIN0330249404
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 924
ReturnHeader/Filer/USAddress/CityNm0YORBA LINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092885
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330922113
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cottrell & Deems
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0508 East Chapman Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092832
ReturnHeader/PreparerPersonGrp/PhoneNum07146260540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary L Cottrell
ReturnHeader/ReturnTs02025-11-07T09:10:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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