Civic Intelligence

Sunrise Rotary Foundation

990EZ • Fiscal year 2024 • EIN 77-0687206

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

39%

Faster revenue growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $16,369 (-100%) from 2023

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Up

$102,571

Up $28,841 (+39%) from 2023

Expenses

Up

$127,828

Up $10,749 (+9.2%) from 2023

Net Income

Up

-$25,257

Up $18,092 (+42%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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: $59,718Liabilities 2022: $02022Assets 2023: $16,369Liabilities 2023: $02023Assets 2024: $0Net Assets 2024: $02024Assets 2024: $1Liabilities 2024: $02024Assets 2025: $49,724Net Assets 2025: $49,7242025

Highlighted filing

2024

Assets$0
Liabilities-
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth79th 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 2023: $73,730Expenses 2023: $117,079Net Income 2023: -$43,3492023Revenue 2024: $102,571Expenses 2024: $127,828Net Income 2024: -$25,2572024Revenue 2024: $102,571Expenses 2024: $127,828Net Income 2024: -$25,2572024Revenue 2025: $84,056Expenses 2025: $21,325Net Income 2025: $62,7312025

Highlighted filing

2024

Revenue$102,571
Expenses$127,828
Net Income-$25,257
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$102,571
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$89,075-
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN GOSENPresident/Director-$0--
NORMAN FONTANADirector-$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
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Consulting
Address
140 N Ocoee Street, Cleveland, TN 37311
Preparer
Robert K Anderson
Phone
4234320347
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Charitable Organization, Grantee Various PO Box 5899 Cleveland TN 37320, Cash Grant 89,075, Relationship”

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

“Misc Expense 120”

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

“Project Expenses 38,633”

Form 990-EZ, Part I, Line 20, Net Assets

“CASH IN FLOAT 8,888”

Raw XML Appendix165 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/BOYAmt016369
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0102571
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25257
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016369
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt089075
IRS990EZ/GrossReceiptsAmt0102571
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016369
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016369
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
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/PersonNm0ALAN GOSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NORMAN FONTANA
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/OtherChangesInNetAssetsAmt08888
IRS990EZ/OtherExpensesTotalAmt038753
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt089075
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0127828
IRS990EZ/TotalRevenueAmt0102571
IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0bradleysunriserotary.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0102571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt077955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt093062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt091486
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0438804
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0438804
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102571
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073730
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077955
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091486
IRS990ScheduleA/Total509Grp/TotalAmt0438804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091486
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0438804
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/ExplanationTxt0Activity Charitable Organization, Grantee Various PO Box 5899 Cleveland TN 37320, Cash Grant 89,075, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Misc Expense 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Project Expenses 38,633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CASH IN FLOAT 8,888
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT K ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04234320347
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
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 Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037311
ReturnHeader/PreparerPersonGrp/PhoneNum04234320347
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert K Anderson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-05T11:23:21-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$102,571
Expenses
$127,828
Net income
-$25,257
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
2024Detailed filing. Detailed filing 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
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