Civic Intelligence

Lexington Sunrise Rotary Club Foundation

EIN 75-3049207 • 501(c)3 • Lexington, VA

Profile

Primary purpose of the organization is to raise funds to benefit various local youth programs and, when funds are available, college scholarships for local students.

PO Box 1485Lexington, VA 24450

www.sunriserotarylexva.org

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 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

77th percentile

23%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-82%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$95,796

Up $17,716 (+23%) from 2022

Liabilities

Down

$0

Down $503 (-100%) from 2022

Net Assets

Up

$95,796

Up $18,219 (+23%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin90th percentile

Revenue

Down

$12,766

Down $57,866 (-82%) from 2022

Expenses

Up

$6,282

Up $5 (+0.1%) from 2022

Net Income

Down

$6,484

Down $57,871 (-90%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$150K$100K$50K$0Assets 2011: $53,720Liabilities 2011: $02011Assets 2012: $52,962Liabilities 2012: $02012Assets 2013: $33,191Liabilities 2013: $02013Assets 2014: $59,917Liabilities 2014: $7,6502014Assets 2015: $52,645Liabilities 2015: $4,2002015Assets 2016: $103,103Liabilities 2016: $90,4542016Assets 2017: $53,498Liabilities 2017: $45,4062017Assets 2018: $26,871Liabilities 2018: $582018Assets 2019: $29,129Liabilities 2019: $4782019Assets 2020: $15,809Liabilities 2020: $5032020Assets 2021: $14,377Liabilities 2021: $1,155Net Assets 2021: $13,2222021Assets 2022: $78,080Liabilities 2022: $503Net Assets 2022: $77,5772022Assets 2023: $95,796Liabilities 2023: $0Net Assets 2023: $95,7962023

Highlighted filing

2023

Assets$95,796
Liabilities$0
Net Assets$95,796
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KRevenue 2011: $45,476Expenses 2011: $27,001Net Income 2011: $18,4752011Revenue 2012: $8,661Expenses 2012: $9,420Net Income 2012: -$7592012Revenue 2013: -$12,886Expenses 2013: $6,885Net Income 2013: -$19,7712013Revenue 2014: $32,454Expenses 2014: $13,378Net Income 2014: $19,0762014Revenue 2015: $10,945Expenses 2015: $13,820Net Income 2015: -$2,8752015Revenue 2016: -$11,632Expenses 2016: $15,017Net Income 2016: -$26,6492016Revenue 2017: $956Expenses 2017: $5,214Net Income 2017: -$4,2582017Revenue 2018: $23,157Expenses 2018: $4,436Net Income 2018: $18,7212018Revenue 2019: $11,015Expenses 2019: $8,699Net Income 2019: $2,3162019Revenue 2020: $2,978Expenses 2020: $18,137Net Income 2020: -$15,1592020Revenue 2021: $1,437Expenses 2021: $2,184Net Income 2021: -$7472021Revenue 2022: $70,632Expenses 2022: $6,277Net Income 2022: $64,3552022Revenue 2023: $12,766Expenses 2023: $6,282Net Income 2023: $6,4842023

Highlighted filing

2023

Revenue$12,766
Expenses$6,282
Net Income$6,484
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,796
Liabilities
$0
Net assets
$95,796
Revenue
$12,766
Expenses
$6,282
Net income
$6,484
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.13$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.01$0.78$0.71$0.06$0.64
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.01$0.13$0.01$0.02$0.01
2020Summary only. Only limited summary data is available for this year.$0.16$0.01$0.03$0.18$0.15
2019Summary only. Only limited summary data is available for this year.$0.29$0.00$0.11$0.09$0.02
2018Summary only. Only limited summary data is available for this year.$0.27$0.00$0.23$0.04$0.19
2017Summary only. Only limited summary data is available for this year.$0.53$0.45$0.01$0.05$0.04
2016Summary only. Only limited summary data is available for this year.$1.03$0.90$0.12$0.15$0.27
2015Summary only. Only limited summary data is available for this year.$0.53$0.04$0.11$0.14$0.03
2014Summary only. Only limited summary data is available for this year.$0.60$0.08$0.32$0.13$0.19
2013Summary only. Only limited summary data is available for this year.$0.33$0.00$0.13$0.07$0.20
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$0.09$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.45$0.27$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 5, 2024
Return Version
2023v4.0
Gross Receipts
$17,087
Mission and Program Overview

Mission

Primary purpose of the organization is to raise funds to benefit various local youth programs and, when a funds are available, college scholarship for local students.

Primary purpose of the organization is to raise funds to benefit various local youth programs and, when funds are available, college scholarships for local students.

Program Services

DescriptionGrantsExpenses
The LDRCF donated $2k to RCB, $2k to W&L Kitchen food program for elementary youth, $1k Boys Home of Virginia and $1k RARA food bank.$5,938$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Woodson SadlerPresident-$0--
James HalaszVice President-$0--
Grace CrickenbergerSecretary-$0--
David DuganTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lexington Sunrise Rotary Club Foundation
EIN
75-3049207
Phone
5405706237
Address
PO Box 1485, Lexington, VA 24450

Signing Officer

Name
David Dugan
Title
Treasurer
Phone
5405706237
Signed
2024-03-05
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Donations made to 501c3 organizations”

Form 990-EZ, Part I, Line 16

“Special event expenses”

Form 990-EZ, Part I, Line 20

“Adjustments made for endowed funds held at a community foundation”

Form 990-EZ, Part II, Line 24

“pull behind trailer”

Raw XML Appendix180 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/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum05405706237
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1485
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lexington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024450
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt017087
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Woodson Sadler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Halasz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Grace Crickenberger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Dugan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02050
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02050
IRS990EZ/OtherChangesInNetAssetsAmt011735
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Primary purpose of the organization is to raise funds to benefit various local youth programs and, when funds are available, college scholarships for local students.
IRS990EZ/PrintingPublicationsPostageAmt0344
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The LDRCF donated $2k to RCB, $2k to W&L Kitchen food program for elementary youth, $1k Boys Home of Virginia and $1k RARA food bank.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05938
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt05265
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06282
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt012766
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sunriserotarylexva.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0This is total return, including interest, dividends and growth, on three investment accounts.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077524
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027108
IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011503
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022747
IRS990ScheduleA/Total509Grp/TotalAmt0104632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011503
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01437
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022747
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0104632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Donations made to 501c3 organizations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Special event expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Adjustments made for endowed funds held at a community foundation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3pull behind trailer
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Dugan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05405706237
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-05
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ReturnHeader/Filer/BusinessNameControlTxt0LEXI
ReturnHeader/Filer/EIN0753049207
ReturnHeader/Filer/PhoneNum05405706237
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1485
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-03-07T09:35:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Dugan
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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