Civic Intelligence

Davis Sunrise Rotary Foundation

EIN 47-4788979 • 501(c)3 • Davis, CA

Profile

To promote vocational, community, and international service.

PO Box 4531Davis, CA 95617

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

82nd percentile

31%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

73%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$325,714

Up $76,965 (+31%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$325,714

Up $76,965 (+31%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$161,423

Up $68,019 (+73%) from 2024

Expenses

Up

$84,458

Up $45,610 (+117%) from 2024

Net Income

Up

$76,965

Up $22,409 (+41%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$400K$300K$200K$100K$0Assets 2016: $24,911Net Assets 2016: $24,9112016Assets 2022: $189,183Net Assets 2022: $189,1832022Assets 2023: $194,193Net Assets 2023: $194,1932023Assets 2024: $248,749Net Assets 2024: $248,7492024Assets 2025: $325,714Net Assets 2025: $325,7142025

Highlighted filing

2025

Assets$325,714
Liabilities-
Net Assets$325,714
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

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

$200K$150K$100K$50K$0Revenue 2016: $26,011Expenses 2016: $1,100Net Income 2016: $24,9112016Revenue 2022: $47,866Expenses 2022: $13,261Net Income 2022: $34,6052022Revenue 2023: $30,800Expenses 2023: $25,790Net Income 2023: $5,0102023Revenue 2024: $93,404Expenses 2024: $38,848Net Income 2024: $54,5562024Revenue 2025: $161,423Expenses 2025: $84,458Net Income 2025: $76,9652025

Highlighted filing

2025

Revenue$161,423
Expenses$84,458
Net Income$76,965
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$325,714
Liabilities
-
Net assets
$325,714
Revenue
$161,423
Expenses
$84,458
Net income
$76,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.26$3.26$1.61$0.84$0.77
2024Detailed filing. Detailed filing data is available for this year.$2.49$2.49$0.93$0.39$0.55
2023Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.31$0.26$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.89$1.89$0.48$0.13$0.35
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.26$0.01$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 8, 2025
Return Version
2024v5.2
Gross Receipts
$161,423
Mission and Program Overview

Mission

To promote vocational, community, and international service.

Program Services

DescriptionGrantsExpenses
TO PROMOTE VOCATIONAL, COMMUNITY AND INTERNATIONAL SERVICE$76,940$76,940
SCHOLARSHIPS$7,000$7,000
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY STORMPresident-$0--
CHUCK SNIPESVice President-$0--
LARRY OLSENSecretary-$0--
DENNIS LINDSAYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Davis Sunrise Rotary Foundation
EIN
47-4788979
Address
PO BOX 4531, DAVIS, CA 95617

Signing Officer

Name
Dennis Lindsay
Title
Treasurer
Signed
2025-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Carbahal & Company
Address
1107 KENNEDY PL STE 5, DAVIS, CA 95616
Preparer
Manuel A Carbahal CPA
Phone
5307588111
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: THE ROTARY FOUNDATION | Donee's Address: 1 ROTARY CENTER EVANSTON IL 60201 | Cash Amount Given: $76940”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: DAVIS UNIFIED SCHOOL DISTRICT | Donee's Address: 526 B STREET DAVIS CA 95616 | Cash Amount Given: $7000”

Other Expenses.1002

“Office Expenses $37”

Other Expenses.1

“TAXES & LICENSES $50”

Other Expenses.2

“BANK CHARGES $1”

Other Assets.1

“INVESTMENTS - Beginning $213658 INVESTMENTS - Ending $298122”

Raw XML Appendix173 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/CityNm0DAVIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095616
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035091
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0143959
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt076965
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0430
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0248749
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0325714
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt083940
IRS990EZ/GrossReceiptsAmt0161423
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt017464
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0248749
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0325714
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0248749
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0325714
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY STORM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHUCK SNIPES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENNIS LINDSAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0213658
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0298122
IRS990EZ/OtherExpensesTotalAmt088
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE VOCATIONAL, COMMUNITY, AND INTERNATIONAL SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE VOCATIONAL, COMMUNITY AND INTERNATIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt076940
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt076940
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt084458
IRS990EZ/TotalProgramServiceExpensesAmt083940
IRS990EZ/TotalRevenueAmt0161423
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0103959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt082742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt048891
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0293945
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017463
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010662
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015188
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04847
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt053285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017463
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010662
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015188
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04847
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt053285
IRS990ScheduleA/InvestmentIncomeCYPct00.15350
IRS990ScheduleA/InvestmentIncomePYPct00.15620
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84650
IRS990ScheduleA/PublicSupportPY509Pct00.84380
IRS990ScheduleA/PublicSupportTotal509Amt0293945
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0103959
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032678
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048891
IRS990ScheduleA/Total509Grp/TotalAmt0293945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0121422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt093404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt030800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053738
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0347230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: THE ROTARY FOUNDATION | Donee's Address: 1 ROTARY CENTER EVANSTON IL 60201 | Cash Amount Given: $76940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: DAVIS UNIFIED SCHOOL DISTRICT | Donee's Address: 526 B STREET DAVIS CA 95616 | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAXES & LICENSES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INVESTMENTS - Beginning $213658 INVESTMENTS - Ending $298122
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS LINDSAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS SUNRISE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0474788979
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4531
ReturnHeader/Filer/USAddress/CityNm0DAVIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095617
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680175530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARBAHAL & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01107 KENNEDY PL STE 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAVIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095616
ReturnHeader/PreparerPersonGrp/PhoneNum05307588111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Manuel A Carbahal CPA
ReturnHeader/ReturnTs02025-09-08T13:41:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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