Civic Intelligence

Davis Sunrise Rotary Foundation

990EZ • Fiscal year 2022 • EIN 47-4788979

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 24, 2022

Organization ProfileN/A
PO Box 4531Davis, CA 95617

(530) 758-8111

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$189,183

Up $164,272 (+659%) from 2016

Net Assets

Up

$189,183

Up $164,272 (+659%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$47,866

Up $21,855 (+84%) from 2016

Expenses

Up

$13,261

Up $12,161 (+1106%) from 2016

Net Income

Up

$34,605

Up $9,694 (+39%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2022

Assets$189,183
Liabilities-
Net Assets$189,183
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$47,866
Expenses$13,261
Net Income$34,605
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 24, 2022
Return Version
2021v4.0
Gross Receipts
$47,866
Mission and Program Overview

Mission

To promote vocational, community, and international service.

Program Services

DescriptionGrantsExpenses
TO PROMOTE VOCATIONAL, COMMUNITY AND INTERNATIONAL SERVICE$6,710$6,710
9 SCHOLARSHIPS$6,500$6,500
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID COPPPresident-$0--
MEAGHAN LIKESVice 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
2022-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Carbahal & Company AAC
Address
1107 Kennedy Pl 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: $13210”

Other Expenses.1

“SUPPLIES $26”

Other Expenses.2

“TAXES & LICENSES $25”

Other Assets.1

“INVESTMENTS - Beginning $146456 INVESTMENTS - Ending $170305”

Raw XML Appendix171 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DAVIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY OLSEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0146456
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0170305
IRS990EZ/OtherExpensesTotalAmt051
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/DescriptionProgramSrvcAccomTxt19 SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06710
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06710
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16500
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/TotalExpensesAmt013261
IRS990EZ/TotalProgramServiceExpensesAmt013210
IRS990EZ/TotalRevenueAmt047866
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048891
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050442
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028433
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0207410
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015188
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04847
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08694
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0906
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03348
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015188
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04847
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08694
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0906
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03348
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032983
IRS990ScheduleA/InvestmentIncomeCYPct00.13720
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86280
IRS990ScheduleA/PublicSupportTotal509Amt0207410
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032678
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046966
IRS990ScheduleA/Total509Grp/TotalAmt0207410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053738
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050314
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0240393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: THE ROTARY FOUNDATION | Donee's Address: 1 ROTARY CENTER EVANSTON IL 60201 | Cash Amount Given: $13210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLIES $26
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAXES & LICENSES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENTS - Beginning $146456 INVESTMENTS - Ending $170305
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS LINDSAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-24
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/PreparerFirmGrp/PreparerFirmEIN0680175530
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01107 Kennedy Pl 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Davis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095616
ReturnHeader/PreparerPersonGrp/PhoneNum05307588111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Manuel A Carbahal CPA
ReturnHeader/ReturnTs02022-10-24T08:58:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DENNIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LINDSAY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$189,183
Liabilities
-
Net assets
$189,183
Revenue
$47,866
Expenses
$13,261
Net income
$34,605
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