Civic Intelligence

Clayton Valley Concord Sunrise Rotary Charitable Fund Inc

EIN 41-2071006 • 501(c)3 • Clayton, CA

Profile

Our mission is to provide community support for education, outreach sportsmanship and a sense of fair play and other community endeavors.

PO Box 4Clayton, CA 94517

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

44th percentile

-0.3%

Higher net margin than 44% 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

59th percentile

2.6%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

22nd percentile

-40%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$167,037

Up $4,310 (+2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$167,037

Up $4,310 (+2.6%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin44th percentile

Revenue

Down

$90,394

Down $60,820 (-40%) from 2023

Expenses

Down

$90,708

Down $70,034 (-44%) from 2023

Net Income

Up

-$314

Up $9,214 (+97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$200K$150K$100K$50K$0Assets 2011: $87,564Liabilities 2011: $02011Assets 2013: $99,012Liabilities 2013: $02013Assets 2014: $131,566Liabilities 2014: $02014Assets 2015: $0Liabilities 2015: $02015Assets 2016: $154,498Liabilities 2016: $02016Assets 2017: $154,214Liabilities 2017: $0Net Assets 2017: $154,2142017Assets 2018: $146,506Liabilities 2018: $0Net Assets 2018: $146,5062018Assets 2019: $152,704Liabilities 2019: $0Net Assets 2019: $152,7042019Assets 2020: $192,609Liabilities 2020: $0Net Assets 2020: $192,6092020Assets 2021: $184,483Liabilities 2021: $0Net Assets 2021: $184,4832021Assets 2022: $160,897Liabilities 2022: $0Net Assets 2022: $160,8972022Assets 2023: $162,727Liabilities 2023: $0Net Assets 2023: $162,7272023Assets 2024: $167,037Liabilities 2024: $0Net Assets 2024: $167,0372024

Highlighted filing

2024

Assets$167,037
Liabilities$0
Net Assets$167,037
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $50,161Expenses 2011: $46,180Net Income 2011: $3,9812011Revenue 2013: $56,923Expenses 2013: $46,398Net Income 2013: $10,5252013Revenue 2014: $79,682Expenses 2014: $77,649Net Income 2014: $2,0332014Revenue 2015: $123,858Expenses 2015: $103,131Net Income 2015: $20,7272015Revenue 2016: $140,514Expenses 2016: $129,227Net Income 2016: $11,2872016Revenue 2017: $285,572Expenses 2017: $275,093Net Income 2017: $10,4792017Revenue 2018: $175,377Expenses 2018: $172,235Net Income 2018: $3,1422018Revenue 2019: $305,050Expenses 2019: $312,751Net Income 2019: -$7,7012019Revenue 2020: $248,874Expenses 2020: $211,416Net Income 2020: $37,4582020Revenue 2021: $247,247Expenses 2021: $259,341Net Income 2021: -$12,0942021Revenue 2022: $164,384Expenses 2022: $168,078Net Income 2022: -$3,6942022Revenue 2023: $151,214Expenses 2023: $160,742Net Income 2023: -$9,5282023Revenue 2024: $90,394Expenses 2024: $90,708Net Income 2024: -$3142024

Highlighted filing

2024

Revenue$90,394
Expenses$90,708
Net Income-$314
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$167,037
Liabilities
$0
Net assets
$167,037
Revenue
$90,394
Expenses
$90,708
Net income
-$314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.90$0.91$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$1.51$1.61$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.64$1.68$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$2.47$2.59$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$2.49$2.11$0.37
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$3.05$3.13$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.75$1.72$0.03
2017Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$2.86$2.75$0.10
2016Summary only. Only limited summary data is available for this year.$1.54$0.00$1.41$1.29$0.11
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$1.24$1.03$0.21
2014Summary only. Only limited summary data is available for this year.$1.32$0.00$0.80$0.78$0.02
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$0.57$0.46$0.11
2011Summary only. Only limited summary data is available for this year.$0.88$0.00$0.50$0.46$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$93,590
Mission and Program Overview

Mission

Our mission is to provide community support for education, outreach sportsmanship and a sense of fair play and other community endeavors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$162,727$167,037▲ $4,310
Investments in Publicly Traded Securities$130,860$141,038▲ $10,178
Cash and Non-Interest-Bearing Accounts$31,867$21,499▼ $10,368
Accounts Receivable-$4,500-
Total Assets$162,727$167,037▲ $4,310
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$162,727$167,037▲ $4,310
Total Liabilities and Net Assets / Fund Balance$162,727$167,037▲ $4,310
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Robert HooyChairman
Alison SparksDirector
Bob SundbergDirector
Jeff WilsonDirector
Molly BacigalupoDirector
Russ AndersonDirector
Susan LimDirector
Steve WeirRecording Secretary (non Voting)
Mary KemnitzSecretary
Vicki SextonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$80,590
Program Service Revenue
$0
Investment Income
$4,505
Other Revenue
$5,299
All Other Contributions
$80,590
Change in Net Assets
$-314
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$85,973
Other Expenses$4,735
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$58,625--$58,625
Grants to Domestic Orgs$27,348--$27,348
Fees for Services Accounting$2,579$0$0$2,579
Office Expenses$785$0$0$785
Other Expenses$75$0$0$75
Total Functional Expenses$90,708$0$0$90,708
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,495
Fundraising Direct Expenses$3,196
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Filing and Contact Details

Filer

Filer Name
Clayton Valley Concord Sunrise Rotary Charitable Fund Inc
EIN
41-2071006
Phone
9259632924
Address
PO BOX 4, CLAYTON, CA 94517

Signing Officer

Name
Vicki Sexton
Title
Treasurer
Phone
9259632924
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vicki Sexton
Formed
2001
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
30

Preparer

Firm
Kasper Accountancy Corporation
Address
1333 WILLOW PASS ROAD SUITE 213, CONCORD, CA 94520
Preparer
Beri B Smith-Kasper
Phone
9258251040
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Tax returns are available upon request for the three prior years. Requests will be honored within 30 days and may require a nominal fee. Sensitive or private information may be redacted.”

Pt VI, Line 19

“Records are available upon request. Sensitive or private information may be redacted. Any conflict of interest issues are discussed at the board level and resolved by applying the four way test.”

Pt VI, Line 8B

“All actions are done at the board level. Committees are not applicable”

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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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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04367
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt023450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04505
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02784
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03243
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08551
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04367
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt023450
IRS990ScheduleA/InvestmentIncomeCYPct00.02620
IRS990ScheduleA/InvestmentIncomePYPct00.01910
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.97380
IRS990ScheduleA/PublicSupportPY509Pct00.98090
IRS990ScheduleA/PublicSupportTotal509Amt0873267
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0148430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0161045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0238696
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0244506
IRS990ScheduleA/Total509Grp/TotalAmt0873267
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0896717
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt050425
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt18200
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0Health Clinic
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1HEALTH AND EDUCATION
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Middle East
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1North America
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/Total501c3OrgCnt02
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURNS ARE AVAILABLE UPON REQUEST FOR THE THREE PRIOR YEARS. REQUESTS WILL BE HONORED WITHIN 30 DAYS AND MAY REQUIRE A NOMINAL FEE. SENSITIVE OR PRIVATE INFORMATION MAY BE REDACTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECORDS ARE AVAILABLE UPON REQUEST. SENSITIVE OR PRIVATE INFORMATION MAY BE REDACTED. ANY CONFLICT OF INTEREST ISSUES ARE DISCUSSED AT THE BOARD LEVEL AND RESOLVED BY APPLYING THE FOUR WAY TEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL ACTIONS ARE DONE AT THE BOARD LEVEL. COMMITTEES ARE NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF CLAYTON VALLEY CONCORD SUNRISE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0680156068
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (c) 4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVICE CLUB
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CLAYTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094517
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0GRANTS RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CLAYTON VALLEY CONCORD SUNRISE ROTARY CLUB
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0162727
IRS990/TotalAssetsEOYAmt0167037
IRS990/TotalAssetsGrp/BOYAmt0162727
IRS990/TotalAssetsGrp/EOYAmt0167037
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt080590
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090708
IRS990/TotalFunctionalExpensesGrp/TotalAmt090708
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0162727
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0167037
IRS990/TotalProgramServiceExpensesAmt090708
IRS990/TotalRevenueGrp/ExclusionAmt09804
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt090394
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0162727
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0167037
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 4
IRS990/USAddress/CityNm0CLAYTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094517
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICKI SEXTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09259632924
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAYTON VALLEY CONCORD SUNRISE ROTARY CHARITABLE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0CLAY
ReturnHeader/Filer/EIN0412071006
ReturnHeader/Filer/PhoneNum09259632924
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094517

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