Civic Intelligence

Chula Vista Sunrise Rotary Community

EIN 33-0622092 • 501(c)3 • Bonita, CA

Profile

To promote charitable giving

5235 Sunnyside DrBonita, CA 91902

n/A

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.19x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.19x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

17th percentile

-35%

Higher net margin than 17% 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

28th percentile

-27%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

21st percentile

-42%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$20,524

Down $7,546 (-27%) from 2023

Liabilities

Down

$3,954

Down $228 (-5.5%) from 2023

Net Assets

Down

$16,570

Down $7,318 (-31%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin17th percentile

Revenue

Down

$20,675

Down $14,953 (-42%) from 2023

Expenses

Down

$27,993

Down $13,307 (-32%) from 2023

Net Income

Down

-$7,318

Down $1,646 (-29%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$40K$30K$20K$10K$0Assets 2015: $38,903Net Assets 2015: $38,9032015Assets 2016: $29,456Net Assets 2016: $29,4562016Assets 2017: $30,618Net Assets 2017: $30,6182017Assets 2018: $30,473Net Assets 2018: $30,4732018Assets 2019: $32,355Net Assets 2019: $32,3552019Assets 2020: $30,595Net Assets 2020: $30,5952020Assets 2021: $31,796Liabilities 2021: $4,182Net Assets 2021: $27,6142021Assets 2022: $33,742Liabilities 2022: $4,182Net Assets 2022: $29,5602022Assets 2023: $28,070Liabilities 2023: $4,182Net Assets 2023: $23,8882023Assets 2024: $20,524Liabilities 2024: $3,954Net Assets 2024: $16,5702024

Highlighted filing

2024

Assets$20,524
Liabilities$3,954
Net Assets$16,570
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $24,750Expenses 2015: $26,332Net Income 2015: -$1,5822015Revenue 2016: $29,483Expenses 2016: $38,930Net Income 2016: -$9,4472016Revenue 2017: $33,085Expenses 2017: $31,923Net Income 2017: $1,1622017Revenue 2018: $44,565Expenses 2018: $44,710Net Income 2018: -$1452018Revenue 2019: $33,414Expenses 2019: $31,532Net Income 2019: $1,8822019Revenue 2020: $26,918Expenses 2020: $28,678Net Income 2020: -$1,7602020Revenue 2021: $15,886Expenses 2021: $18,867Net Income 2021: -$2,9812021Revenue 2022: $14,885Expenses 2022: $12,939Net Income 2022: $1,9462022Revenue 2023: $35,628Expenses 2023: $41,300Net Income 2023: -$5,6722023Revenue 2024: $20,675Expenses 2024: $27,993Net Income 2024: -$7,3182024

Highlighted filing

2024

Revenue$20,675
Expenses$27,993
Net Income-$7,318
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$20,524
Liabilities
$3,954
Net assets
$16,570
Revenue
$20,675
Expenses
$27,993
Net income
-$7,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.5$3.95$16.6$20.7$28.0$7.32
2023Detailed filing. Detailed filing data is available for this year.$28.1$4.18$23.9$35.6$41.3$5.67
2022Detailed filing. Detailed filing data is available for this year.$33.7$4.18$29.6$14.9$12.9$1.95
2021Detailed filing. Detailed filing data is available for this year.$31.8$4.18$27.6$15.9$18.9$2.98
2020Detailed filing. Detailed filing data is available for this year.$30.6$30.6$26.9$28.7$1.76
2019Detailed filing. Detailed filing data is available for this year.$32.4$32.4$33.4$31.5$1.88
2018Detailed filing. Detailed filing data is available for this year.$30.5$30.5$44.6$44.7$0.15
2017Detailed filing. Detailed filing data is available for this year.$30.6$30.6$33.1$31.9$1.16
2016Detailed filing. Detailed filing data is available for this year.$29.5$29.5$29.5$38.9$9.45
2015Detailed filing. Detailed filing data is available for this year.$38.9$38.9$24.8$26.3$1.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 17, 2024
Return Version
2023v5.1
Gross Receipts
$23,362
Mission and Program Overview

Mission

To promote charitable giving

Program Services

DescriptionGrantsExpenses
TO RAISE MONEY TO DISTRIBUTE TO LOCAL CHARITIES AND FUND SCHLORSHIPS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROWENA BELLTreasurer-$0--
RYAN CRAWFORDVice President-$0--
SOPHIA ANGUIANOSecretary-$0--
GINA WOODARDPresident-$0--
Filing and Contact Details

Filer

Filer Name
Chula Vista Sunrise Rotary Community
EIN
33-0622092
Phone
6198514408
Address
5235 SUNNYSIDE DR, BONITA, CA 91902

Signing Officer

Name
Rowena Bell
Title
Treasurer
Signed
2024-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Bullen Ruch & Neller LLC
Address
345 F ST STE 175, CHULA VISTA, CA 91910
Preparer
David Ruch Ea
Phone
6194226181
Supplemental Narrative

Additional Explanations

Other Expenses.1

“DONATIONS $73”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $4182 Accounts Payable and Accrued Expenses - Ending $3954”

Raw XML Appendix165 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/PersonNm0ROWENA BELL
IRS990EZ/BooksInCareOfDetail/PhoneNum06198514408
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05235 SUNNYSIDE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BONITA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028070
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020524
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011457
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7318
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028070
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020524
IRS990EZ/FundraisingGrossIncomeAmt011901
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027920
IRS990EZ/GrossReceiptsAmt023362
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023888
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016570
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023888
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016570
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROWENA BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SOPHIA ANGUIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GINA WOODARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt073
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE CHARITABLE GIVING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE MONEY TO DISTRIBUTE TO LOCAL CHARITIES AND FUND SCHLORSHIPS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02687
IRS990EZ/SpecialEventsNetIncomeLossAmt09214
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04182
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03954
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027993
IRS990EZ/TotalRevenueAmt020675
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014881
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt086940
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt011901
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt011437
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt012403
IRS990ScheduleA/OtherIncome509Grp/TotalAmt036741
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.70280
IRS990ScheduleA/PublicSupportPY509Pct00.72390
IRS990ScheduleA/PublicSupportTotal509Amt086940
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025091
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014881
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014882
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020629
IRS990ScheduleA/Total509Grp/TotalAmt086940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023362
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt015886
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033035
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0123701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATIONS $73
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Payable and Accrued Expenses - Beginning $4182 Accounts Payable and Accrued Expenses - Ending $3954
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1001
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROWENA BELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHULA VISTA SUNRISE ROTARY COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0CHUL
ReturnHeader/Filer/EIN0330622092
ReturnHeader/Filer/PhoneNum06198514408
ReturnHeader/Filer/USAddress/AddressLine1Txt05235 SUNNYSIDE DR
ReturnHeader/Filer/USAddress/CityNm0BONITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091902
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330479221
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BULLEN RUCH & NELLER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0345 F ST STE 175
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHULA VISTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091910
ReturnHeader/PreparerPersonGrp/PhoneNum06194226181
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID RUCH EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-17T09:55:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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