Civic Intelligence

Sunrise Foundation

990PF • Fiscal year 2022 • EIN 86-0865469

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 05, 2023

5429 E Morrison LaneParadise Valley, AZ 85253

(480) 510-0151

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

21st percentile

-20%

Higher net margin than 21% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

48th percentile

-0.5%

Faster asset growth than 48% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

40th percentile

-2.7%

Faster revenue growth than 40% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,138,493

Down $10,649 (-0.5%) from 2021

Net Assets

Down

$2,138,493

Down $10,649 (-0.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$130,492

Down $3,683 (-2.7%) from 2021

Expenses

Up

$156,104

Up $105 (+0.1%) from 2021

Net Income

Down

-$25,612

Down $3,788 (-17%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,351,948Liabilities 2010: $0Net Assets 2010: $2,351,9482010Assets 2011: $2,295,562Liabilities 2011: $0Net Assets 2011: $2,295,5622011Assets 2012: $2,277,078Liabilities 2012: $0Net Assets 2012: $2,277,0782012Assets 2013: $2,278,434Liabilities 2013: $0Net Assets 2013: $2,278,4342013Assets 2014: $2,095,461Liabilities 2014: $0Net Assets 2014: $2,095,4612014Assets 2015: $2,109,902Liabilities 2015: $02015Assets 2019: $2,224,563Liabilities 2019: $02019Assets 2020: $2,170,966Liabilities 2020: $0Net Assets 2020: $2,170,9662020Assets 2021: $2,149,142Liabilities 2021: $0Net Assets 2021: $2,149,1422021Assets 2022: $2,138,493Liabilities 2022: $0Net Assets 2022: $2,138,4932022Assets 2023: $2,262,059Liabilities 2023: $0Net Assets 2023: $2,262,0592023Assets 2024: $2,301,062Liabilities 2024: $0Net Assets 2024: $2,301,0622024

Highlighted filing

2022

Assets$2,138,493
Liabilities$0
Net Assets$2,138,493

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $83,4522010Expenses 2011: $127,8232011Expenses 2012: $118,2062012Revenue 2013: $130,896Expenses 2013: $129,540Net Income 2013: $1,3562013Revenue 2014: -$49,512Expenses 2014: $133,461Net Income 2014: -$182,9732014Revenue 2015: $144,607Expenses 2015: $130,166Net Income 2015: $14,4412015Revenue 2019: $177,219Expenses 2019: $133,240Net Income 2019: $43,9792019Revenue 2020: $89,443Expenses 2020: $143,040Net Income 2020: -$53,5972020Revenue 2021: $134,175Expenses 2021: $155,999Net Income 2021: -$21,8242021Revenue 2022: $130,492Expenses 2022: $156,104Net Income 2022: -$25,6122022Revenue 2023: $266,904Expenses 2023: $143,338Net Income 2023: $123,5662023Revenue 2024: $189,506Expenses 2024: $150,503Net Income 2024: $39,0032024

Highlighted filing

2022

Revenue$130,492
Expenses$156,104
Net Income-$25,612
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 5, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBI ROSEPresident/Di-$0--
GERALD S ASIN MDVice Pres/Di-$0--
JODI ASINSec/Director-$0--
DWANE ROSETreas/Direct-$0--
JAY HEITKAMPDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAAFASUPPORTSCHARITYAPACHE JUNCTION, AZ, US$39,920
Paid GrantCHILD CRISIS ARIZONASUPPORTSCHARITYMESA, AZ, US$32,000
Paid GrantA NEW LEAF (FAITH HOUSE & AUTUMN HOUSE)SUPPORTSCHARITYMESA, AZ, US$25,165
Paid GrantDE COLORES SHELTER (CHICANOS POR AL CAISA INC)LARGE PLAYGROUNDCHARITYPHOENIX, AZ, US$17,000
Paid GrantNEW LIFE CENTERSUPPORTSCHARITYGOODYEAR, AZ, US$17,000
Paid GrantFAITH HOUSE (FAITH HOUSE & AUTUMN HOUSE)SUPPORTSCHARITYMESA, AZ, US$7,650
Paid GrantDV STOP (FAITH HOUSE & AUTUMN HOUSE)SUPPORTSCHARITYMESA, AZ, US$2,000
Filing and Contact Details

Filer

Filer Name
Sunrise Foundation
EIN
86-0865469
Phone
4805100151
Address
5429 E MORRISON LANE, PARADISE VALLEY, AZ 85253

Signing Officer

Name
Dwane Rose
Title
Treas/director
Phone
4805100151
Signed
2023-09-05

Preparer

Firm
Heritage Advisors CPA LLC
Address
1500 E BETHANY HOME RD STE 250, PHOENIX, AZ 85014-2463
Preparer
Joseph G Kennedy CPA
Phone
6025699959
Raw XML AppendixShowing 400 of 408 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREAS/DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285028
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04805100151
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325165
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt417000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt57650
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2LARGE PLAYGROUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAAFA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHILD CRISIS ARIZONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DE COLORES SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3A NEW LEAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NEW LIFE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FAITH HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6DV STOP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0(CHICANOS POR AL CAISA INC)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1(FAITH HOUSE & AUTUMN HOUSE)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2(FAITH HOUSE & AUTUMN HOUSE)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3(FAITH HOUSE & AUTUMN HOUSE)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3778
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1817 N COUNTRY CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21112 E BUCKEYE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3868 EAST UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 5005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5868 EAST UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6868 EAST UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0APACHE JUNCTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MESA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GOODYEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MESA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd385203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485338
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd585203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd685203
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0122435
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01380
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0122435
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016920
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016920
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0140735
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016920
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016920
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01380
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt06694
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1217
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2136
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AMORTIZATION OF BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ACCRUED INTEREST PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06694
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1217
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06694
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2136
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01133
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01133
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt114962
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT FOR ACCOUNTANT CALC VS BROKERAGE CA
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BROKERAGE CALC OF COST BASIS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt04590
TaxesSchedule/TaxesDetail/Amt04590
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04590
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DWANE ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREAS/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04805100151
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNRISE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUNR
ReturnHeader/Filer/EIN0860865469
ReturnHeader/Filer/PhoneNum04805100151
ReturnHeader/Filer/USAddress/AddressLine1Txt05429 E MORRISON LANE
ReturnHeader/Filer/USAddress/CityNm0PARADISE VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824306156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERITAGE ADVISORS CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 E BETHANY HOME RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850142463
ReturnHeader/PreparerPersonGrp/PhoneNum06025699959
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-05

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