Civic Intelligence

Sunrise Fund Inc.

990EZ • Fiscal year 2023 • EIN 83-2740134

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 15, 2024

Organization Profile
131 Eastern AveEssex, MA 01929

(978) 430-2124

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

8th percentile

-69%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$12,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-44%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

9.3%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$42,073

Down $33,066 (-44%) from 2022

Net Assets

Down

$41,640

Down $33,149 (-44%) from 2022

Liabilities

Up

$433

Up $83 (+24%) from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Up

$48,292

Up $4,113 (+9.3%) from 2022

Expenses

Down

$81,441

Down $24,099 (-23%) from 2022

Net Income

Up

-$33,149

Up $28,212 (+46%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2023

Assets$42,073
Liabilities$433
Net Assets$41,640
Open 2023 Filing

Operations Trend

Revenue Growth55th 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

2023

Revenue$48,292
Expenses$81,441
Net Income-$33,149
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$80,815
Mission and Program Overview

Mission

Drug and alcohol recovery scholarships

Program Services

DescriptionGrantsExpenses
FUNDING MEDICAL DETOX, IN PATIENT TREATMENT, AND/OR SOBER LIVING FACILITIES FOR INDIVIDUALS SUFFERING WITH SUBSTANCE USE DISORDER-$65,945
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELYN LATHAMPresidentPT$12,000-$12,000
JUSTINE E LAURIETreasurer-$0--
MICHAEL LAURIESecretary-$0--
CHRISTIAN MAKIVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournam----
Filing and Contact Details

Filer

Filer Name
Sunrise Fund Inc
EIN
83-2740134
Address
131 EASTERN AVE, ESSEX, MA 01929

Signing Officer

Name
Jacquelyn Latham
Title
President
Phone
9783172383
Signed
2024-10-15
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 48,325activity inpatient rehabilitation amount 16,000”

Description of other expenses Part I line 16

“Description amountpaypal fees 127advertising 244gifts 380payroll taxes 1,507office supplies 1,067state filing fee 36credit card fees 410dues 130community outreach 1,060meals 155”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll liabilities 350 433”

Raw XML Appendix154 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/BOYAmt075139
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042073
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012885
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-33149
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075139
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042073
IRS990EZ/FundraisingGrossIncomeAmt067930
IRS990EZ/GrantsAndSimilarAmountsPaidAmt064325
IRS990EZ/GrossReceiptsAmt080815
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074789
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041640
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074789
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041640
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/OtherExpensesTotalAmt05116
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DRUG AND ALCOHOL RECOVERY SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING MEDICAL DETOX, IN PATIENT TREATMENT, AND/OR SOBER LIVING FACILITIES FOR INDIVIDUALS SUFFERING WITH SUBSTANCE USE DISORDER
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065945
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032523
IRS990EZ/SpecialEventsNetIncomeLossAmt035407
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0350
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0433
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081441
IRS990EZ/TotalProgramServiceExpensesAmt065945
IRS990EZ/TotalRevenueAmt048292
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0156033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt077289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt089457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0476624
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0476624
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073030
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0156033
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt089457
IRS990ScheduleA/Total509Grp/TotalAmt0476624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073030
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0156033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089457
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0476624
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAM
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SOBER LIVING AMOUNT 48,325ACTIVITY INPATIENT REHABILITATION AMOUNT 16,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPAYPAL FEES 127ADVERTISING 244GIFTS 380PAYROLL TAXES 1,507OFFICE SUPPLIES 1,067STATE FILING FEE 36CREDIT CARD FEES 410DUES 130COMMUNITY OUTREACH 1,060MEALS 155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL LIABILITIES 350 433
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELYN LATHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09783172383
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNRISE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SUNR
ReturnHeader/Filer/EIN0832740134
ReturnHeader/Filer/USAddress/AddressLine1Txt0131 EASTERN AVE
ReturnHeader/Filer/USAddress/CityNm0ESSEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001929
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTINE E LAURIE
ReturnHeader/ReturnTs02024-10-15T13:19:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,073
Liabilities
$433
Net assets
$41,640
Revenue
$48,292
Expenses
$81,441
Net income
-$33,149
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
2023Detailed filing. Detailed filing data is available for this year.$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