Civic Intelligence

Modesto Sunrise Rotary Club

EIN 77-0060765 • 501(c)4 • Modesto, CA

Profile

Betterment of the community and other areas

PO Box 5042Modesto, CA 95352

n/A

Siviq Scores

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

Liabilities / Assets

98th percentile

2.12x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

97th percentile

1.66x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

15th percentile

-38%

Higher net margin than 15% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

29th percentile

-17%

Faster asset growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-16%

Faster revenue growth than 32% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$47,893

Down $9,815 (-17%) from 2024

Liabilities

Up

$101,527

Up $13,220 (+15%) from 2024

Net Assets

Down

-$53,634

Down $23,035 (-75%) from 2024

Revenue

Down

$61,201

Down $11,622 (-16%) from 2024

Expenses

Up

$84,236

Up $12,665 (+18%) from 2024

Net Income

Down

-$23,035

Down $24,287 (-1940%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0-$50K-$100KAssets 2012: $24,712Liabilities 2012: $13,593Net Assets 2012: $11,1192012Assets 2013: $29,873Liabilities 2013: $9,550Net Assets 2013: $20,3232013Assets 2014: $29,722Liabilities 2014: $8,802Net Assets 2014: $20,9202014Assets 2015: $26,655Liabilities 2015: $12,890Net Assets 2015: $13,7652015Assets 2016: $28,673Liabilities 2016: $12,911Net Assets 2016: $15,7622016Assets 2017: $41,874Liabilities 2017: $29,429Net Assets 2017: $12,4452017Assets 2018: $35,227Liabilities 2018: $31,024Net Assets 2018: $4,2032018Assets 2019: $51,443Liabilities 2019: $45,923Net Assets 2019: $5,5202019Assets 2020: $61,976Liabilities 2020: $62,086Net Assets 2020: -$1102020Assets 2021: $67,564Liabilities 2021: $57,063Net Assets 2021: $10,5012021Assets 2022: $17,945Liabilities 2022: $39,460Net Assets 2022: -$21,5152022Assets 2023: $34,844Liabilities 2023: $66,695Net Assets 2023: -$31,8512023Assets 2024: $57,708Liabilities 2024: $88,307Net Assets 2024: -$30,5992024Assets 2025: $47,893Liabilities 2025: $101,527Net Assets 2025: -$53,6342025

Highlighted filing

2025

Assets$47,893
Liabilities$101,527
Net Assets-$53,634

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $32,765Expenses 2012: $31,176Net Income 2012: $1,5892012Revenue 2013: $31,060Expenses 2013: $21,856Net Income 2013: $9,2042013Revenue 2014: $21,757Expenses 2014: $21,160Net Income 2014: $5972014Revenue 2015: $26,274Expenses 2015: $33,429Net Income 2015: -$7,1552015Revenue 2016: $32,708Expenses 2016: $30,711Net Income 2016: $1,9972016Revenue 2017: $27,633Expenses 2017: $30,950Net Income 2017: -$3,3172017Revenue 2018: $28,531Expenses 2018: $36,773Net Income 2018: -$8,2422018Revenue 2019: $38,740Expenses 2019: $37,423Net Income 2019: $1,3172019Revenue 2020: $25,960Expenses 2020: $31,590Net Income 2020: -$5,6302020Revenue 2021: $30,802Expenses 2021: $20,191Net Income 2021: $10,6112021Revenue 2022: $52,379Expenses 2022: $84,395Net Income 2022: -$32,0162022Revenue 2023: $60,511Expenses 2023: $70,847Net Income 2023: -$10,3362023Revenue 2024: $72,823Expenses 2024: $71,571Net Income 2024: $1,2522024Revenue 2025: $61,201Expenses 2025: $84,236Net Income 2025: -$23,0352025

Highlighted filing

2025

Revenue$61,201
Expenses$84,236
Net Income-$23,035

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.48$1.02$0.54$0.61$0.84$0.23
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.88$0.31$0.73$0.72$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.67$0.32$0.61$0.71$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.39$0.22$0.52$0.84$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.57$0.11$0.31$0.20$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.00$0.26$0.32$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.46$0.06$0.39$0.37$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.31$0.04$0.29$0.37$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.29$0.12$0.28$0.31$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.13$0.16$0.33$0.31$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.13$0.14$0.26$0.33$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.09$0.21$0.22$0.21$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.10$0.20$0.31$0.22$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.14$0.11$0.33$0.31$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$61,201
Mission and Program Overview

Mission

Betterment of the community and other areas

See schedule O

Program Services

DescriptionGrantsExpenses
SHELTER, SUPPORT,FOOD, DEVELOPMENT & BETTERMENT OF THE COMMUNITY AND OTHER AREAS-$53,717
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael KellyPresident-$0--
John AndersonSecretary-$0--
Clay SmithTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Modesto Sunrise Rotary Club
EIN
77-0060765
Address
PO Box 5042, Modesto, CA 95352

Signing Officer

Name
Clay Smith
Title
Treasurer
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Matos Accountancy
Address
631 15th Street, Modesto, CA 95354
Preparer
Michelle N Matos
Phone
2092361040
Supplemental Narrative

Additional Explanations

Other Revenue.1

Other Income $2565

Other Expenses.1

Meals $37755

Other Expenses.2

Dinners $17536

Other Expenses.3

Dues $11542

Other Expenses.4

Socials $3737

Other Expenses.5

Supplies $2348

Other Expenses.6

Guest Speakers $1391

Other Expenses.7

P.E.T.S. $1262

Other Expenses.8

Awards $1125

Other Expenses.9

Miscellaneous $1035

Other Expenses.10

Program Expenses $683

Other Expenses.11

Bank charge $651

Other Expenses.12

District Conference $409

Other Expenses.13

PO Box $232

Other Expenses.14

Badges & Pins $232

Other Expenses.15

Sunshine Committee $200

Other Expenses.16

Web Site $180

Other Expenses.17

treasurer $100

Other Expenses.18

Filing Fees $90

Other Expenses.19

write-offs $75

Total Liabilities.1

Interco - Foundation - Beginning $88307 Interco - Foundation - Ending $88332

Total Liabilities.2

Prepaid Dues - Beginning $0 Prepaid Dues - Ending $11775

Total Liabilities.3

Prepaid Expenses - Beginning $0 Prepaid Expenses - Ending $1420

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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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