Civic Intelligence

Scottsdale Sunrise Rotary Foundation

EIN 86-0401207 • 501(c)3 • Scottsdale, AZ

Profile

Raises funds to support the community service activities put on by the scottsdale sunrise rotary club

8350 E Raintree Dr 210Scottsdale, AZ 85260

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

59th percentile

7.0%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

Up

$96,473

Up $12,793 (+15%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$96,473

Up $12,793 (+15%) from 2018

Revenue

Up

$44,793

Up $14,543 (+48%) from 2018

Expenses

Up

$41,640

Up $17,549 (+73%) from 2018

Net Income

Down

$3,153

Down $3,006 (-49%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2010: $56,262Liabilities 2010: $0Net Assets 2010: $56,2622010Assets 2011: $67,140Liabilities 2011: $11,510Net Assets 2011: $55,6302011Assets 2012: $63,295Liabilities 2012: $0Net Assets 2012: $63,2952012Assets 2013: $63,335Liabilities 2013: $0Net Assets 2013: $63,3352013Assets 2015: $75,307Liabilities 2015: $0Net Assets 2015: $75,3072015Assets 2016: $71,107Liabilities 2016: $0Net Assets 2016: $71,1072016Assets 2017: $77,521Liabilities 2017: $0Net Assets 2017: $77,5212017Assets 2018: $83,680Liabilities 2018: $0Net Assets 2018: $83,6802018Assets 2025: $96,473Net Assets 2025: $96,4732025

Highlighted filing

2025

Assets$96,473
Liabilities-
Net Assets$96,473

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $29,588Expenses 2010: $30,604Net Income 2010: -$1,0162010Revenue 2011: $46,012Expenses 2011: $46,644Net Income 2011: -$6322011Revenue 2012: $26,141Expenses 2012: $29,617Net Income 2012: -$3,4762012Revenue 2013: $24,285Expenses 2013: $24,245Net Income 2013: $402013Revenue 2015: $39,699Expenses 2015: $32,264Net Income 2015: $7,4352015Revenue 2016: $119,086Expenses 2016: $123,286Net Income 2016: -$4,2002016Revenue 2017: $38,891Expenses 2017: $32,477Net Income 2017: $6,4142017Revenue 2018: $30,250Expenses 2018: $24,091Net Income 2018: $6,1592018Revenue 2025: $44,793Expenses 2025: $41,640Net Income 2025: $3,1532025

Highlighted filing

2025

Revenue$44,793
Expenses$41,640
Net Income$3,153

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 14, 2025
Return Version
2024v5.2
Gross Receipts
$44,793
Mission and Program Overview

Mission

Raises funds to support the community service activities put on by the scottsdale sunrise rotary club

Form 990-ez, part iii, primary exempt purpose - raises funds to support the community service activities put on by the scottsdale sunrise rotary club

Program Services

DescriptionGrantsExpenses
See Sch O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark DozierPresident-$0--
Jan GrayYouth Service-$0--
Bill StewartSecretary-$0--
Casey LockardTreasurer-$0--
Lisa WinslowPast President-$0--
Tony CaraccioloMemebership-$0--
Craig RethwillVocational Services-$0--
Lauren DessisRotary Foundation-$0--
Judy WilsonCommunity Service-$0--
Lauren DessisPublic Image-$0--
Dave LewisInternational Service-$0--
Jim WilsonYouth Service-$0--
John BurgraffSergeant-At-Arms-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Breakfast Fundraiser$28,754$28,754-$28,754
SSRF Golf Tournament$20,205$8,691-$8,691
Total Events$55,744$40,650$0$40,650
Filing and Contact Details

Filer

Filer Name
Scottsdale Sunrise Rotary Foundation Inc
EIN
86-0401207
Address
8350 E Raintree Dr 210, Scottsdale, AZ 85260

Signing Officer

Name
Steven Clasen
Title
Treasurer
Phone
6025106585
Signed
2025-09-14
Discuss with paid preparer
No

Preparer

Firm
Genesis Tax Advisors LLC
Address
915 W Laurel Ave, Gilbert, AZ 85233
Preparer
Roger Simard
Phone
4807759100
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 4 Other Investment Income

Interest 3299

Form 990EZ Part I Line 10 Grants and Allocations

Bicycle Project 1862 - Dictionary Project 1728 - District Gov. Visit Donation 200 - Dream Center Global Grant 1242 - Empty Bowls Donation 1000 - Guatemala Scholarship 400 - Hurricane Match Club Share 1250 - Legacy Connection Donation Back to School 5000 - Marketing Video 2000 - Mexico Registration Conference 911 -Miracle League of AZ Donations 500 -Miscellaneous 1 -Polio Plus Donation 1000 - Rocky Point School Donation 1432 - Rotary Foundation Global Grants 945 -Rotary Vocational Fund of Arizona 1000 -RYLA Sponsorship 1350 -TOTAL FOR LINE 10 21821

Form 990EZ Part I Line 16 Other Expenses

Special Day for Kids 17311 - Vista del Camino Donation 1250 - Fees 773 - Total 19334

Form 990EZ Part III Primary Exempt Purpose

Raises funds to support the community service activities put on by the Scottsdale Sunrise Rotary Club

Form 990EZ Part III Program Service Accomplishments

Provided Service Projects at Yavapai, Navajo, Pima, Tavan, Pueblo & Kiva Elementary Schools & At Vista Del Camino Community Center, Scholarships for Rotary Youth Leadership Awards Camp, Special Day for Special Kids Event at McCormick Railroad Park for Developmentally Disabled Children & Their Families.

Form 990EZ Part V Information Regarding Personal Benefit Contracts

During the year the organization did not receive any funds either directly or indirectly to pay premiums on a personal benefit contract

Form 990EZ Part II Line 24 Balance Sheets

Deposit for Golf Event

Raw XML Appendix302 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest 3299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bicycle Project 1862 - Dictionary Project 1728 - District Gov. Visit Donation 200 - Dream Center Global Grant 1242 - Empty Bowls Donation 1000 - Guatemala Scholarship 400 - Hurricane Match Club Share 1250 - Legacy Connection Donation Back to School 5000 - Marketing Video 2000 - Mexico Registration Conference 911 -Miracle League of AZ Donations 500 -Miscellaneous 1 -Polio Plus Donation 1000 - Rocky Point School Donation 1432 - Rotary Foundation Global Grants 945 -Rotary Vocational Fund of Arizona 1000 -RYLA Sponsorship 1350 -TOTAL FOR LINE 10 21821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Special Day for Kids 17311 - Vista del Camino Donation 1250 - Fees 773 - Total 19334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Raises funds to support the community service activities put on by the Scottsdale Sunrise Rotary Club
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Provided Service Projects at Yavapai, Navajo, Pima, Tavan, Pueblo & Kiva Elementary Schools & At Vista Del Camino Community Center, Scholarships for Rotary Youth Leadership Awards Camp, Special Day for Special Kids Event at McCormick Railroad Park for Developmentally Disabled Children & Their Families.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5During the year the organization did not receive any funds either directly or indirectly to pay premiums on a personal benefit contract
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Deposit for Golf Event
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 4 OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 10 GRANTS AND ALLOCATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART III PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART III PROGRAM SERVICE ACCOMPLISHMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART V INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART II LINE 24 BALANCE SHEETS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven Clasen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06025106585
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTSDALE SUNRISE ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0860401207
ReturnHeader/Filer/USAddress/AddressLine1Txt08350 E Raintree Dr 210
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085260
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0809552057
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Genesis Tax Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0915 W Laurel Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gilbert
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085233
ReturnHeader/PreparerPersonGrp/PhoneNum04807759100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger Simard
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-08T17:43:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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