Civic Intelligence

Sunrise Foundation C/O Robert T Napier Harrison & Held

990PF • Fiscal year 2021 • EIN 80-0908884

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
333 W Wacker Drive 1700Chicago, IL 60606

(312) 332-1111

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

66th percentile

25%

Higher net margin than 66% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

39th percentile

2.7%

Faster asset growth than 39% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

140%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$786,985

Up $20,713 (+2.7%) from 2020

Net Assets

Up

$786,985

Up $20,713 (+2.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin66th percentile

Revenue

Up

$82,142

Up $47,854 (+140%) from 2020

Expenses

Up

$61,429

Up $7,674 (+14%) from 2020

Net Income

Up

$20,713

Up $40,180 (+206%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$1.0M$500K$0Assets 2013: $301,978Liabilities 2013: $02013Assets 2014: $560,920Liabilities 2014: $0Net Assets 2014: $560,9202014Assets 2015: $779,162Liabilities 2015: $0Net Assets 2015: $779,1622015Assets 2016: $872,332Liabilities 2016: $0Net Assets 2016: $872,3322016Assets 2017: $876,479Liabilities 2017: $0Net Assets 2017: $876,4792017Assets 2018: $821,308Liabilities 2018: $0Net Assets 2018: $821,3082018Assets 2019: $785,739Liabilities 2019: $0Net Assets 2019: $785,7392019Assets 2020: $766,272Liabilities 2020: $0Net Assets 2020: $766,2722020Assets 2021: $786,985Liabilities 2021: $0Net Assets 2021: $786,9852021Assets 2022: $744,507Liabilities 2022: $0Net Assets 2022: $744,5072022Assets 2023: $753,701Liabilities 2023: $12023

Highlighted filing

2021

Assets$786,985
Liabilities$0
Net Assets$786,985
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $301,978Expenses 2013: $0Net Income 2013: $301,9782013Revenue 2014: $277,088Expenses 2014: $18,146Net Income 2014: $258,9422014Revenue 2015: $243,408Expenses 2015: $25,166Net Income 2015: $218,2422015Revenue 2016: $147,807Expenses 2016: $54,637Net Income 2016: $93,1702016Revenue 2017: $56,794Expenses 2017: $52,647Net Income 2017: $4,1472017Revenue 2018: $16,970Expenses 2018: $72,141Net Income 2018: -$55,1712018Revenue 2019: $12,987Expenses 2019: $48,556Net Income 2019: -$35,5692019Revenue 2020: $34,288Expenses 2020: $53,755Net Income 2020: -$19,4672020Revenue 2021: $82,142Expenses 2021: $61,429Net Income 2021: $20,7132021Revenue 2022: $25,576Expenses 2022: $68,054Net Income 2022: -$42,4782022Revenue 2023: $85,895Expenses 2023: $76,701Net Income 2023: $9,1942023

Highlighted filing

2021

Revenue$82,142
Expenses$61,429
Net Income$20,713
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN R SCHMIDTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sunrise Foundation
EIN
80-0908884
Phone
3123321111
Address
333 W WACKER DRIVE 1700, CHICAGO, IL 60606

Signing Officer

Name
Stephen R Schmidt
Title
Trustee
Phone
3123321111
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Harrison & Held Llp
Address
333 W WACKER DR SUITE 1700, CHICAGO, IL 60606
Preparer
Margaret a Nagela
Phone
3123321111
Raw XML Appendix287 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.

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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01380
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt29391
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX AND LEGAL SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MERRILL LYNCH ANNUAL FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2MERRILL LYNCH ACCOUNT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01380
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt29391
TaxesSchedule/TaxesDetail/Amt0323
TaxesSchedule/TaxesDetail/Amt1185
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1185
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN R SCHMIDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03123321111
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNRISE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT T NAPIER HARRISON & HELD
ReturnHeader/Filer/BusinessNameControlTxt0SUNR
ReturnHeader/Filer/EIN0800908884
ReturnHeader/Filer/PhoneNum03123321111
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 W WACKER DRIVE 1700
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320077509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRISON & HELD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 W WACKER DR SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03123321111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET A NAGELA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-10T10:38:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHMIDT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$786,985
Liabilities
$0
Net assets
$786,985
Revenue
$82,142
Expenses
$61,429
Net income
$20,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.54$0.00$0.86$0.77$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.45$0.00$7.45$0.26$0.68$0.42
2021Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.82$0.61$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.66$0.00$7.66$0.34$0.54$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.86$0.00$7.86$0.13$0.49$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.21$0.00$8.21$0.17$0.72$0.55
2017Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.57$0.53$0.04
2016Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$1.48$0.55$0.93
2015Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$2.43$0.25$2.18
2014Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$2.77$0.18$2.59
2013Summary only. Only limited summary data is available for this year.$3.02$0.00$3.02$0.00$3.02