Civic Intelligence

Sunrise Rotary Foundation

990EZ • Fiscal year 2022 • EIN 77-0687206

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 12, 2022

Organization Profilebradleysunriserotary.com
PO Box 5899Cleveland, TN 37320

(423) 432-0347

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

16th percentile

-26%

Higher net margin than 16% 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

19th percentile

-25%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$59,718

Flat from 2022

Net Assets

$59,718

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Flat

$77,955

Flat from 2022

Expenses

Flat

$98,159

Flat from 2022

Net Income

Flat

-$20,204

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$80K$60K$40K$20K$0Assets 2012: $16,984Liabilities 2012: $02012Assets 2013: $19,294Liabilities 2013: $02013Assets 2014: $64,093Liabilities 2014: $02014Assets 2015: $70,878Liabilities 2015: $02015Assets 2016: $39,409Net Assets 2016: $39,4092016Assets 2017: $30,796Net Assets 2017: $30,7962017Assets 2018: $33,583Net Assets 2018: $33,5832018Assets 2019: $25,344Net Assets 2019: $25,3442019Assets 2020: $15,663Net Assets 2020: $15,6632020Assets 2021: $79,922Net Assets 2021: $79,9222021Assets 2022: $59,718Net Assets 2022: $59,7182022Assets 2022: $59,718Liabilities 2022: $02022Assets 2023: $16,369Liabilities 2023: $02023Assets 2024: $1Liabilities 2024: $02024Assets 2025: $49,724Net Assets 2025: $49,7242025

Highlighted filing

2022

Assets$59,718
Liabilities-
Net Assets$59,718
Open 2022 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: -$3,327Expenses 2012: $36,390Net Income 2012: -$39,7172012Revenue 2013: $49,942Expenses 2013: $47,632Net Income 2013: $2,3102013Revenue 2014: $93,219Expenses 2014: $48,420Net Income 2014: $44,7992014Revenue 2015: $60,249Expenses 2015: $53,464Net Income 2015: $6,7852015Revenue 2016: $18,931Expenses 2016: $50,400Net Income 2016: -$31,4692016Revenue 2017: $42,219Expenses 2017: $50,832Net Income 2017: -$8,6132017Revenue 2018: $47,787Expenses 2018: $45,000Net Income 2018: $2,7872018Revenue 2019: $36,967Expenses 2019: $45,206Net Income 2019: -$8,2392019Revenue 2020: $91,486Expenses 2020: $101,167Net Income 2020: -$9,6812020Revenue 2021: $93,062Expenses 2021: $28,803Net Income 2021: $64,2592021Revenue 2022: $77,955Expenses 2022: $98,159Net Income 2022: -$20,2042022Revenue 2022: $77,955Expenses 2022: $98,159Net Income 2022: -$20,2042022Revenue 2023: $73,730Expenses 2023: $117,079Net Income 2023: -$43,3492023Revenue 2024: $102,571Expenses 2024: $127,828Net Income 2024: -$25,2572024Revenue 2025: $84,056Expenses 2025: $21,325Net Income 2025: $62,7312025

Highlighted filing

2022

Revenue$77,955
Expenses$98,159
Net Income-$20,204
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 12, 2022
Return Version
2021v4.2
Gross Receipts
$77,955
Mission and Program Overview

Mission

financial support to community charities

Program Services

DescriptionGrantsExpenses
Grants to Section 501 c 3 charitable organizations listed on Sch O Part I 20 grants paid benefiting the needy, general public and disadvantaged persons--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM DAVISPresident/Director-$0--
ALAN GOSLENDirector-$0--
GINGER DAVISDirector-$0--
LISA GERRENDirector-$0--
PAT FULLERDirector-$0--
ANDY ANDERSONDirector-$0--
BONNIE FONTANADirector-$0--
LOUIS MASONDirector-$0--
ROBERT ANDERSONTreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Sunrise Rotary Foundation
EIN
77-0687206
Phone
4234320347
Address
PO BOX 5899, CLEVELAND, TN 37320

Signing Officer

Name
Robert K Anderson
Title
Treasurer
Phone
4234320347
Signed
2022-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Consulting
Address
140 N Ocoee St - Suit 230, Cleveland, TN 37311
Preparer
Robert K Anderson
Phone
4234320347
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Misc Expense 225”

Form 990-EZ, Part I, Line 16, Other Expenses

“Project Expenses 32,909”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT ANDERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04234320347
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0140 N OCOEE ST SUITE 230
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLEVELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0373110000
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079922
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059718
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt077955
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20204
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt079922
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059718
IRS990EZ/GrantsAndSimilarAmountsPaidAmt065025
IRS990EZ/GrossReceiptsAmt077955
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079922
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059718
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079922
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059718
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALAN GOSLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINGER DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA GERREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAT FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDY ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BONNIE FONTANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LOUIS MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROBERT ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER/DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033134
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0financial support to community charities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to Section 501 c 3 charitable organizations listed on Sch O Part I 20 grants paid benefiting the needy, general public and disadvantaged persons
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt098159
IRS990EZ/TotalRevenueAmt077955
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0bradleysunriserotary.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt077955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt093062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt091486
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt083455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0416424
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0416424
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077955
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt093062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt091486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070466
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083455
IRS990ScheduleA/Total509Grp/TotalAmt0416424
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt077955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt093062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt091486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083455
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0416424
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
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0TN
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Misc Expense 225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Project Expenses 32,909
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT K ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04234320347
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNRISE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUNR
ReturnHeader/Filer/EIN0770687206
ReturnHeader/Filer/PhoneNum04234320347
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5899
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037320
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621429084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Anderson Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 N Ocoee St - Suit 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037311
ReturnHeader/PreparerPersonGrp/PhoneNum04234320347
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert K Anderson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-12T11:47:20-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERSON
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
$59,718
Liabilities
-
Net assets
$59,718
Revenue
$77,955
Expenses
$98,159
Net income
-$20,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.84$0.21$0.63
2024Summary only. Only limited summary data is available for this year.$0.00$0.00$1.03$1.28$0.25
2023Summary only. Only limited summary data is available for this year.$0.16$0.00$0.74$1.17$0.43
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.78$0.98$0.20
2022Summary only. Only limited summary data is available for this year.$0.60$0.00$0.78$0.98$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.80$0.93$0.29$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.16$0.91$1.01$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.37$0.45$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.48$0.45$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.31$0.42$0.51$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.19$0.50$0.31
2015Summary only. Only limited summary data is available for this year.$0.71$0.00$0.60$0.53$0.07
2014Summary only. Only limited summary data is available for this year.$0.64$0.00$0.93$0.48$0.45
2013Summary only. Only limited summary data is available for this year.$0.19$0.00$0.50$0.48$0.02
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$0.03$0.36$0.40