Civic Intelligence

Sunrise Foundation

990PF • Fiscal year 2024 • EIN 86-0865469

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

1.7%

Faster asset growth than 45% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,301,062

Up $39,003 (+1.7%) from 2023

Net Assets

Up

$2,301,062

Up $39,003 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$189,506

Down $77,398 (-29%) from 2023

Expenses

Up

$150,503

Up $7,165 (+5.0%) from 2023

Net Income

Down

$39,003

Down $84,563 (-68%) from 2023

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

2024

Assets$2,301,062
Liabilities$0
Net Assets$2,301,062

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

2024

Revenue$189,506
Expenses$150,503
Net Income$39,003
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBI ROSEPresident/Di-$0--
GERALD S ASIN MDDirector-$0--
JODI ASINSec/Director-$0--
DWANE ROSETreas/Direct-$0--
JAY HEITKAMPDirector-$0--
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
2025-05-15
Discuss with paid preparer
Yes

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 Appendix352 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3A NEW LEAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NEW LIFE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0(CHICANOS POR AL CAISA INC)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1(FAITH HOUSE & AUTUMN HOUSE)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3868 EAST UNIVERSITY
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010735
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016920
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0822
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026833
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016098
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0129717
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026833
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027655
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03453
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1243
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AMORTIZATION OF BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03453
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1243
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03453
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1243
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt05621
TaxesSchedule/TaxesDetail/Amt05621
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05621
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DWANE ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREAS/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04805100151
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
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
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ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH G KENNEDY CPA
ReturnHeader/ReturnTs02025-05-15T14:18:21-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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