Civic Intelligence

Sunrise Fund Inc.

990EZ • Fiscal year 2020 • EIN 83-2740134

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization Profile
129 Prospect StGloucester, MA 01930

(978) 430-2124

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$12,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

87th percentile

96%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$35,085

Up $17,211 (+96%) from 2019

Net Assets

Up

$34,822

Up $17,138 (+97%) from 2019

Liabilities

Up

$263

Up $73 (+38%) from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin72nd percentile

Revenue

Up

$74,290

Up $14,911 (+25%) from 2019

Expenses

Up

$57,152

Up $13,784 (+32%) from 2019

Net Income

Up

$17,138

Up $1,127 (+7.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$150K$100K$50K$0Assets 2018: $1,673Liabilities 2018: $0Net Assets 2018: $1,6732018Assets 2019: $17,874Liabilities 2019: $190Net Assets 2019: $17,6842019Assets 2020: $35,085Liabilities 2020: $263Net Assets 2020: $34,8222020Assets 2021: $136,502Liabilities 2021: $352Net Assets 2021: $136,1502021Assets 2022: $75,139Liabilities 2022: $350Net Assets 2022: $74,7892022Assets 2023: $42,073Liabilities 2023: $433Net Assets 2023: $41,6402023Assets 2024: $29,162Liabilities 2024: $420Net Assets 2024: $28,7422024

Highlighted filing

2020

Assets$35,085
Liabilities$263
Net Assets$34,822
Open 2020 Filing

Operations Trend

Revenue Growth81st percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2018: $2,031Expenses 2018: $358Net Income 2018: $1,6732018Revenue 2019: $59,379Expenses 2019: $43,368Net Income 2019: $16,0112019Revenue 2020: $74,290Expenses 2020: $57,152Net Income 2020: $17,1382020Revenue 2021: $126,654Expenses 2021: $25,326Net Income 2021: $101,3282021Revenue 2022: $44,179Expenses 2022: $105,540Net Income 2022: -$61,3612022Revenue 2023: $48,292Expenses 2023: $81,441Net Income 2023: -$33,1492023Revenue 2024: $41,128Expenses 2024: $54,026Net Income 2024: -$12,8982024

Highlighted filing

2020

Revenue$74,290
Expenses$57,152
Net Income$17,138
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
Gross Receipts
$77,289
Mission and Program Overview

Mission

Drug and alcohol recovery scholarships

Program Services

DescriptionGrantsExpenses
ORGANIZATION WAS FORMED IN DECEMBER 2018 AND NO ACTIVITIES CARRIED OUT DURING THIS TIME$39,617-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELYN LATHAMPresidentPT$12,000-$12,000
JUSTINE E LAURIETreasurer-$0--
MICHAEL LAURIESecretary-$0--
CHRISTIAN MAKIVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Sunrise Fund Inc
EIN
83-2740134
Address
129 PROSPECT ST, GLOUCESTER, MA 01930

Signing Officer

Name
Jacquelyn Latham
Title
President
Phone
9783172383
Signed
2021-05-10
Discuss with paid preparer
No

Preparer

Firm
Justine E Laurie CPA Pc
Address
10 SEEALL ST, GLOUCESTER, MA 01930
Preparer
Justine E Laurie
Phone
9783813024
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity sober living amount 29,789activity inpatient rehabilitation amount 9,828”

Description of other expenses Part I line 16

“Description amountpaypal fees 190advertising 864gifts 619meals 318office supplies 1,390state filing fee 35credit card fees 309community outreach 265payroll taxes 1,215”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll liabilities 190 263”

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/PersonNm0JUSTINE E LAURIE
IRS990EZ/BooksInCareOfDetail/PhoneNum09784302124
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010 SEEALL ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLOUCESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001930
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017874
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035085
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt077289
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017138
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0330
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017874
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035085
IRS990EZ/GrantsAndSimilarAmountsPaidAmt039617
IRS990EZ/GrossReceiptsAmt077289
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017684
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034822
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017684
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034822
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt212000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUSTINE E LAURIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL LAURIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACQUELYN LATHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTIAN MAKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt05205
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DRUG AND ALCOHOL RECOVERY SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION WAS FORMED IN DECEMBER 2018 AND NO ACTIVITIES CARRIED OUT DURING THIS TIME
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039617
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02999
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2999
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0190
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0263
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057152
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt074290
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt077289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt089457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0167746
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0167746
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/Total509Grp/TotalAmt0167746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt077289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0167746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SOBER LIVING AMOUNT 29,789ACTIVITY INPATIENT REHABILITATION AMOUNT 9,828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPAYPAL FEES 190ADVERTISING 864GIFTS 619MEALS 318OFFICE SUPPLIES 1,390STATE FILING FEE 35CREDIT CARD FEES 309COMMUNITY OUTREACH 265PAYROLL TAXES 1,215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL LIABILITIES 190 263
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELYN LATHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09783172383
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNRISE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SUNR
ReturnHeader/Filer/EIN0832740134
ReturnHeader/Filer/USAddress/AddressLine1Txt0129 PROSPECT ST
ReturnHeader/Filer/USAddress/CityNm0GLOUCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001930
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455463988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUSTINE E LAURIE CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 SEEALL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLOUCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001930
ReturnHeader/PreparerPersonGrp/PhoneNum09783813024
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTINE E LAURIE
ReturnHeader/ReturnTs02021-05-10T13:19:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACQUELYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LATHAM
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,085
Liabilities
$263
Net assets
$34,822
Revenue
$74,290
Expenses
$57,152
Net income
$17,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.41$0.54$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.48$0.81$0.33
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.44$1.06$0.61
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.36$1.27$0.25$1.01
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.74$0.57$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$0.59$0.43$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.02$0.00$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits