Civic Intelligence

Modesto Sunrise Rotary Club Foundation

EIN 77-0402974 • 501(c)3 • Modesto, CA

Profile

Collect funds and administer for charitable purposes

PO Box 5042Modesto, CA 95352

n/A

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

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

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 2025

Asset Growth

77th percentile

23%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$146,985

Up $27,050 (+23%) from 2024

Liabilities

Up

$4,801

Up $3,201 (+200%) from 2024

Net Assets

Up

$142,184

Up $23,849 (+20%) from 2024

Operations
Liabilities / Revenue81st percentileNet Margin86th percentile

Revenue

Down

$58,875

Down $12,159 (-17%) from 2024

Expenses

Down

$35,026

Down $51,394 (-59%) from 2024

Net Income

Up

$23,849

Up $39,235 (+255%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$300K$200K$100K$0Assets 2012: $147,087Liabilities 2012: $26,328Net Assets 2012: $120,7592012Assets 2013: $224,540Liabilities 2013: $90,045Net Assets 2013: $134,4952013Assets 2014: $211,924Liabilities 2014: $53,098Net Assets 2014: $158,8262014Assets 2015: $63,193Liabilities 2015: $10,792Net Assets 2015: $52,4012015Assets 2016: $108,371Liabilities 2016: $66,460Net Assets 2016: $41,9112016Assets 2017: $198,630Liabilities 2017: $146,502Net Assets 2017: $52,1282017Assets 2018: $76,169Liabilities 2018: $9,071Net Assets 2018: $67,0982018Assets 2019: $104,169Liabilities 2019: $8,066Net Assets 2019: $96,1032019Assets 2020: $98,692Net Assets 2020: $98,6922020Assets 2021: $72,872Liabilities 2021: $75Net Assets 2021: $72,7972021Assets 2022: $88,321Liabilities 2022: $1,600Net Assets 2022: $86,7212022Assets 2023: $135,321Liabilities 2023: $1,600Net Assets 2023: $133,7212023Assets 2024: $119,935Liabilities 2024: $1,600Net Assets 2024: $118,3352024Assets 2025: $146,985Liabilities 2025: $4,801Net Assets 2025: $142,1842025

Highlighted filing

2025

Assets$146,985
Liabilities$4,801
Net Assets$142,184
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $111,083Expenses 2012: $98,710Net Income 2012: $12,3732012Revenue 2013: $100,816Expenses 2013: $87,080Net Income 2013: $13,7362013Revenue 2014: $85,494Expenses 2014: $61,163Net Income 2014: $24,3312014Revenue 2015: $70,721Expenses 2015: $177,146Net Income 2015: -$106,4252015Revenue 2016: $70,606Expenses 2016: $81,096Net Income 2016: -$10,4902016Revenue 2017: $74,599Expenses 2017: $64,382Net Income 2017: $10,2172017Revenue 2018: $75,679Expenses 2018: $60,709Net Income 2018: $14,9702018Revenue 2019: $95,344Expenses 2019: $66,339Net Income 2019: $29,0052019Revenue 2020: $64,722Expenses 2020: $62,133Net Income 2020: $2,5892020Revenue 2021: $40,406Expenses 2021: $66,301Net Income 2021: -$25,8952021Revenue 2022: $103,046Expenses 2022: $89,122Net Income 2022: $13,9242022Revenue 2023: $106,042Expenses 2023: $59,042Net Income 2023: $47,0002023Revenue 2024: $71,034Expenses 2024: $86,420Net Income 2024: -$15,3862024Revenue 2025: $58,875Expenses 2025: $35,026Net Income 2025: $23,8492025

Highlighted filing

2025

Revenue$58,875
Expenses$35,026
Net Income$23,849
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$146,985
Liabilities
$4,801
Net assets
$142,184
Revenue
$58,875
Expenses
$35,026
Net income
$23,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.05$1.42$0.59$0.35$0.24
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.02$1.18$0.71$0.86$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.02$1.34$1.06$0.59$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.02$0.87$1.03$0.89$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.40$0.66$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.99$0.65$0.62$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.08$0.96$0.95$0.66$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.09$0.67$0.76$0.61$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.99$1.47$0.52$0.75$0.64$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.66$0.42$0.71$0.81$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.11$0.52$0.71$1.77$1.06
2014Detailed filing. Detailed filing data is available for this year.$2.12$0.53$1.59$0.85$0.61$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.90$1.34$1.01$0.87$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.26$1.21$1.11$0.99$0.12
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$106,245
Mission and Program Overview

Mission

Collect funds and administer for charitable purposes

Program Services

DescriptionGrantsExpenses
Self-betterment, food, shelter, support, and area betterment for the community and other areas-$54,987
Vocational and educational projects-$29,619
International support providing medical assistance, educational assistance, and wheelchairs-$500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff JensenDirector-$0--
Tom VanderVeenChairman-$0--
John AndersonVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$54,444$54,444$29,438$25,006
Golf Tournament$25,000$25,000-$25,000
Total Events$91,569$91,569$35,211$56,358
Filing and Contact Details

Filer

Filer Name
Modesto Sunrise Rotary Foundation
EIN
77-0402974
Address
PO Box 5042, Modesto, CA 95352

Signing Officer

Name
Tom VanderVeen
Title
Chairman
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Johnson & Matos CPAs Inc
Address
631 15th St, Modesto, CA 95354
Preparer
Michelle N Matos
Phone
2092361040
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Other Income $2000”

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

“Class of Activity: Community | Donee's Name: Various Projects | Donee's Address: PO Box 5042 Modesto CA 95352 | Relationship of Donee: None | Cash Amount Given: $85106”

Other Expenses.1

“Filing Fees $100”

Other Expenses.2

“BANK CHARGES $34”

Other Assets.1

“Intercompany - Foundation - Beginning $69522 Intercompany - Foundation - Ending $95345”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1600 Accounts Payable and Accrued Expenses - Ending $1600”

Raw XML Appendix166 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/PersonNm0Bookkeeper
IRS990EZ/BooksInCareOfDetail/PhoneNum02095274220
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 W Roseburg
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Modesto
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095350
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065799
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024590
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012676
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15386
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01180
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0135321
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119935
IRS990EZ/FundraisingGrossIncomeAmt091569
IRS990EZ/GrantsAndSimilarAmountsPaidAmt085106
IRS990EZ/GrossReceiptsAmt0106245
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0133721
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0118335
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0133721
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0118335
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeff Jensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tom VanderVeen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt069522
IRS990EZ/OtherAssetsTotalDetail/EOYAmt095345
IRS990EZ/OtherExpensesTotalAmt0134
IRS990EZ/OtherRevenueTotalAmt02000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Collect funds and administer for charitable purposes
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0International support providing medical assistance, educational assistance, and wheelchairs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Vocational and educational projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Self-betterment, food, shelter, support, and area betterment for the community and other areas
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129619
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt254987
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035211
IRS990EZ/SpecialEventsNetIncomeLossAmt056358
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01600
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01600
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt086420
IRS990EZ/TotalProgramServiceExpensesAmt085106
IRS990EZ/TotalRevenueAmt071034
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt093979
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt093979
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037543
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011944
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt093979
IRS990ScheduleA/TotalSupportAmt093979
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035211
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Crab Feed
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt091569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt091569
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05773
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035211
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029438
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Income $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Community | Donee's Name: Various Projects | Donee's Address: PO Box 5042 Modesto CA 95352 | Relationship of Donee: None | Cash Amount Given: $85106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Filing Fees $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Intercompany - Foundation - Beginning $69522 Intercompany - Foundation - Ending $95345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Payable and Accrued Expenses - Beginning $1600 Accounts Payable and Accrued Expenses - Ending $1600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom VanderVeen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Modesto Sunrise Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MODE
ReturnHeader/Filer/EIN0770402974
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5042
ReturnHeader/Filer/USAddress/CityNm0Modesto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095352
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453994255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Johnson & Matos CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0631 15th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Modesto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095354
ReturnHeader/PreparerPersonGrp/PhoneNum02092361040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle N Matos
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-09T15:50:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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