Civic Intelligence

Oakhurst Sierra Sunrise Rotary

EIN 77-0229309 • 501(c)3 • Oakhurst, CA

Profile

To provide support and direct monetary assistance to other community 501 (c)(3)organizations.

PO Box 2583Oakhurst, CA 93644

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

92nd percentile

59%

Higher net margin than 92% 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

22%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

99th percentile

1468%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$37,343

Up $6,789 (+22%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$37,343

Up $6,789 (+22%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$12,967

Up $12,140 (+1468%) from 2022

Expenses

Up

$5,360

Up $715 (+15%) from 2022

Net Income

Up

$7,607

Up $11,425 (+299%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$40K$30K$20K$10K$0Assets 2020: $24,470Net Assets 2020: $24,4702020Assets 2021: $34,373Net Assets 2021: $34,3732021Assets 2022: $30,554Net Assets 2022: $30,5542022Assets 2023: $37,343Net Assets 2023: $37,3432023

Highlighted filing

2023

Assets$37,343
Liabilities-
Net Assets$37,343
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$20K$10K$0-$10KRevenue 2020: $878Expenses 2020: $10,500Net Income 2020: -$9,6222020Revenue 2021: $10,103Expenses 2021: $200Net Income 2021: $9,9032021Revenue 2022: $827Expenses 2022: $4,645Net Income 2022: -$3,8182022Revenue 2023: $12,967Expenses 2023: $5,360Net Income 2023: $7,6072023

Highlighted filing

2023

Revenue$12,967
Expenses$5,360
Net Income$7,607
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$37,343
Liabilities
-
Net assets
$37,343
Revenue
$12,967
Expenses
$5,360
Net income
$7,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$37.3$37.3$13.0$5.36$7.61
2022Detailed filing. Detailed filing data is available for this year.$30.6$30.6$0.83$4.65$3.82
2021Detailed filing. Detailed filing data is available for this year.$34.4$34.4$10.1$0.20$9.90
2020Detailed filing. Detailed filing data is available for this year.$24.5$24.5$0.88$10.5$9.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$12,967
Mission and Program Overview

Mission

To provide support and direct monetary assistance to other community 501 (c)(3)organizations.

Program Services

DescriptionGrantsExpenses
DISTRIBUTION OF FUNDS TO LOCAL COMMUNITY EXEMPT ORGANIZATIONS-$5,360
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE OSOWSKIPresident-$0--
DON DEBERNARDITreasurer-$0--
JASON PRENTICESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Oakhurst Sierra Sunrise Rotary
EIN
77-0229309
Address
PO BOX 2583, OAKHURST, CA 93644

Signing Officer

Name
Stephanie Osowski
Title
President
Phone
5596581563
Signed
2023-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Nelson Miller & White Cpas
Address
40315 JUNCTION DR, OAKHURST, CA 93644
Preparer
Andrew J Nelson CPA
Phone
5596834900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses tier one tranquility 5,360 total 5,360”

Form 990-ez, Part I, Line 20

“BANK CORRECTION -818”

Form 990-ez, Part III

“To provide support and direct monetary assistance to other community 501 (c)(3)organizations.”

Raw XML Appendix143 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0OAKHURST SUNRISE ROTARY
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0OAKHURST SUNRISE RO
IRS990EZ/BooksInCareOfDetail/PhoneNum05596585193
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2583
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 2583
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKHURST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093644
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030554
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037343
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012940
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07607
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030554
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037343
IRS990EZ/GrossReceiptsAmt012967
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt027
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030554
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037343
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030554
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037343
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE OSOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DON DEBERNARDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON PRENTICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-818
IRS990EZ/OtherExpensesTotalAmt05360
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT AND DIRECT MONETARY ASSISTANCE TO OTHER COMMUNITY 501 (C)(3)ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRIBUTION OF FUNDS TO LOCAL COMMUNITY EXEMPT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05360
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05360
IRS990EZ/TotalProgramServiceExpensesAmt05360
IRS990EZ/TotalRevenueAmt012967
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024736
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt039
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt024775
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012967
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0878
IRS990ScheduleA/Total509Grp/TotalAmt024775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0878
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt024775
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TIER ONE TRANQUILITY 5,360 TOTAL 5,360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CORRECTION -818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE SUPPORT AND DIRECT MONETARY ASSISTANCE TO OTHER COMMUNITY 501 (C)(3)ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE OSOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05596581563
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKHURST SIERRA SUNRISE ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKH
ReturnHeader/Filer/EIN0770229309
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2583
ReturnHeader/Filer/USAddress/CityNm0OAKHURST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093644
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814846789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NELSON MILLER & WHITE CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040315 JUNCTION DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKHURST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093644
ReturnHeader/PreparerPersonGrp/PhoneNum05596834900
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW J NELSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T14:03:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OSOWSKI
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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