Civic Intelligence

Tacoma Sunrise Rotary Club Foundation

EIN 91-1649116 • 501(c)3 • Tacoma, WA

Profile

Tacoma sunrise rotary club foundation is organized to support the local tacoma community and vocational programs along with international avenues of service. Grants are awarded to community service organizations to support the foundation's purpose. The purposes include supporting programs that benefits at-risk youth and their families. The services include shelter and counseling for abused children, job training for single mothers, youth self esteem development and career development for middle school students. The international purpose was achieved through the hosting of foreign exchange high school students and supporting the rotary international foundation. The tacoma sunrise rotary club foundation also supports an incentive program at a local middle school to develop good study and attendence habits. Over 360 individuals were served through the grants and support programs.

PO Box 900Tacoma, WA 98401

www.tacomasunriserotaryclub.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

46th percentile

2.5%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-7.8%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$662,981

Up $65,053 (+11%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$662,981

Up $65,053 (+11%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin46th percentile

Revenue

Down

$118,077

Down $9,984 (-7.8%) from 2024

Expenses

Up

$115,177

Up $52,996 (+85%) from 2024

Net Income

Down

$2,900

Down $62,980 (-96%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$800K$600K$400K$200K$0Assets 2011: $181,675Liabilities 2011: $02011Assets 2012: $192,677Liabilities 2012: $02012Assets 2013: $240,990Liabilities 2013: $1,3792013Assets 2014: $277,376Liabilities 2014: $02014Assets 2015: $305,589Liabilities 2015: $0Net Assets 2015: $305,5892015Assets 2016: $316,923Liabilities 2016: $0Net Assets 2016: $316,9232016Assets 2017: $384,171Liabilities 2017: $0Net Assets 2017: $384,1712017Assets 2018: $420,918Liabilities 2018: $0Net Assets 2018: $420,9182018Assets 2019: $440,754Liabilities 2019: $0Net Assets 2019: $440,7542019Assets 2020: $430,836Liabilities 2020: $1,345Net Assets 2020: $429,4912020Assets 2021: $564,518Liabilities 2021: $0Net Assets 2021: $564,5182021Assets 2022: $496,331Liabilities 2022: $0Net Assets 2022: $496,3312022Assets 2023: $453,211Liabilities 2023: $0Net Assets 2023: $453,2112023Assets 2024: $597,928Liabilities 2024: $0Net Assets 2024: $597,9282024Assets 2025: $662,981Liabilities 2025: $0Net Assets 2025: $662,9812025

Highlighted filing

2025

Assets$662,981
Liabilities$0
Net Assets$662,981
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

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

$200K$100K$0-$100KRevenue 2011: $91,253Expenses 2011: $19,486Net Income 2011: $71,7672011Revenue 2012: $28,154Expenses 2012: $17,152Net Income 2012: $11,0022012Revenue 2013: $52,658Expenses 2013: $23,121Net Income 2013: $29,5372013Revenue 2014: $28,358Expenses 2014: $24,229Net Income 2014: $4,1292014Revenue 2015: $37,721Expenses 2015: $19,039Net Income 2015: $18,6822015Revenue 2016: $47,299Expenses 2016: $38,639Net Income 2016: $8,6602016Revenue 2017: $61,944Expenses 2017: $29,787Net Income 2017: $32,1572017Revenue 2018: $43,453Expenses 2018: $31,956Net Income 2018: $11,4972018Revenue 2019: $41,210Expenses 2019: $48,215Net Income 2019: -$7,0052019Revenue 2020: $35,274Expenses 2020: $62,051Net Income 2020: -$26,7772020Revenue 2021: $74,044Expenses 2021: $44,849Net Income 2021: $29,1952021Revenue 2022: $52,782Expenses 2022: $63,032Net Income 2022: -$10,2502022Revenue 2023: $23,918Expenses 2023: $116,755Net Income 2023: -$92,8372023Revenue 2024: $128,061Expenses 2024: $62,181Net Income 2024: $65,8802024Revenue 2025: $118,077Expenses 2025: $115,177Net Income 2025: $2,9002025

Highlighted filing

2025

Revenue$118,077
Expenses$115,177
Net Income$2,900
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$662,981
Liabilities
$0
Net assets
$662,981
Revenue
$118,077
Expenses
$115,177
Net income
$2,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.63$0.00$6.63$1.18$1.15$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.98$0.00$5.98$1.28$0.62$0.66
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.00$4.53$0.24$1.17$0.93
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$0.00$4.96$0.53$0.63$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$0.74$0.45$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.01$4.29$0.35$0.62$0.27
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.41$0.48$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.00$4.21$0.43$0.32$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.62$0.30$0.32
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.47$0.39$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.38$0.19$0.19
2014Summary only. Only limited summary data is available for this year.$2.77$0.00$0.28$0.24$0.04
2013Summary only. Only limited summary data is available for this year.$2.41$0.01$0.53$0.23$0.30
2012Summary only. Only limited summary data is available for this year.$1.93$0.00$0.28$0.17$0.11
2011Summary only. Only limited summary data is available for this year.$1.82$0.00$0.91$0.19$0.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 29, 2025
Return Version
2024v5.2
Gross Receipts
$136,754
Mission and Program Overview

Mission

Tacoma sunrise rotary club foundation is organized to support the local tacoma community and vocational programs along with international avenues of service. Grants are awarded to community service organizations to support the foundation's purpose. The purposes include supporting programs that benefits at-risk youth and their families. The services include shelter and counseling for abused children, job training for single mothers, youth self esteem development and career development for middle school students. The international purpose was achieved through the hosting of foreign exchange high school students and supporting the rotary international foundation. The tacoma sunrise rotary club foundation also supports an incentive program at a local middle school to develop good study and attendence habits. Over 360 individuals were served through the grants and support programs.

Tacoma sunrise rotary club foundation is organized to support the local tacoma community and vocational programs along with international avenues of service. Grants are awarded to community service organizations to support the foundation's purpose. The purposes include supporting programs that benefits at-risk youth and their families. The services include shelter and counseling for abused children, job training for single mothers, youth self esteem development and career development for middle school students. The international purpose was achieved through supporting the rotary international foundation. The tacoma sunrise rotary club foundation also supports an incentive program at a local middle school to develop good study and attendence habits. Over 360 individuals were served through the grants and support programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$451,164$488,690▲ $37,526
Cash and Non-Interest-Bearing Accounts$67,077$91,236▲ $24,159
Savings and Temporary Cash Investments$79,687$83,055▲ $3,368
Total Assets$597,928$662,981▲ $65,053
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$597,928$662,981▲ $65,053
Total Net Assets Fund Balance$597,928$662,981▲ $65,053
Total Liabilities and Net Assets / Fund Balance$597,928$662,981▲ $65,053

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$488,690--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$451,164-▲ $56,968-$488,690
2023$380,241$13,888▲ $75,175-$451,164
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Thomas GlennImmediate Past Lpresident
Michael Carette-meyersPresident
Lisa JohnsonPresident Elect
Karen McgrathSecretary
Craig CatlinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$128,574
Program Service Revenue
$0
Investment Income
$5
Other Revenue
$-10,502
All Other Contributions
$59,042
Change in Net Assets
$2,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$109,323
Other Expenses$5,854
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$71,890--$71,890
Grants to Domestic Orgs$37,433--$37,433
Other Expenses$5,810$44-$44
Total Functional Expenses$115,133$44$0$115,177
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
R Merle Palmer Minority Scholarship FounatinTacoma, WA501(c)(3)Scholarships$20,500
Elements of EducationTacoma, WA501(c)(3)Cna Education Summer Program$16,933

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,677
Fundraising Gross Income$8,175
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Portholes to the Future Gala$77,707$8,175$8,670$-495
Total Events$77,707$8,175$18,677$-10,502
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is presented to all members of the governing body before filing.”

Form 990, Part VI, Section B, Line 12C

“Policy is reveiwed annyally by the board of directors.”

Form 990, Part VI, Section C, Line 18

“Documents are made available upon request.”

Form 990, Part VI, Section C, Line 19

“Upon request and another's website.”

Filing and Contact Details

Filer

Filer Name
Tacoma Sunrise Rotary Club Foundation
EIN
91-1649116
Phone
2535667070
Address
PO BOX 900, TACOMA, WA 98401

Signing Officer

Name
Lisa Johnson
Title
President
Phone
3606494557
Signed
2025-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Johnson
Formed
1995
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
44

Preparer

Firm
Johnson Stone & Pagano Ps
Address
1501 REGENTS BLVD SUITE 100, FIRCREST, WA 98466
Preparer
Craig P Catlin
Phone
2535667070
Supplemental Narrative

Financial Statement Notes

Part V, Line4

“The intended use of the organization's endowment fund is to use the income from the endowment fund to provide scholarships.”

Raw XML AppendixShowing 400 of 402 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TACOMA SUNRISE ROTARY CLUB FOUNDATION IS ORGANIZED TO SUPPORT THE LOCAL TACOMA COMMUNITY AND VOCATIONAL PROGRAMS ALONG WITH INTERNATIONAL AVENUES OF SERVICE. GRANTS ARE AWARDED TO COMMUNITY SERVICE ORGANIZATIONS TO SUPPORT THE FOUNDATION'S PURPOSE. THE PURPOSES INCLUDE SUPPORTING PROGRAMS THAT BENEFITS AT-RISK YOUTH AND THEIR FAMILIES. THE SERVICES INCLUDE SHELTER AND COUNSELING FOR ABUSED CHILDREN, JOB TRAINING FOR SINGLE MOTHERS, YOUTH SELF ESTEEM DEVELOPMENT AND CAREER DEVELOPMENT FOR MIDDLE SCHOOL STUDENTS. THE INTERNATIONAL PURPOSE WAS ACHIEVED THROUGH SUPPORTING THE ROTARY INTERNATIONAL FOUNDATION. THE TACOMA SUNRISE ROTARY CLUB FOUNDATION ALSO SUPPORTS AN INCENTIVE PROGRAM AT A LOCAL MIDDLE SCHOOL TO DEVELOP GOOD STUDY AND ATTENDENCE HABITS. OVER 360 INDIVIDUALS WERE SERVED THROUGH THE GRANTS AND SUPPORT PROGRAMS.
IRS990/AllOtherContributionsAmt059042
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CRAIG CATLIN
IRS990/BooksInCareOfDetail/PhoneNum02535667070
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 900
IRS990/BooksInCareOfDetail/USAddress/CityNm0TACOMA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098401
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt067077
IRS990/CashNonInterestBearingGrp/EOYAmt091236
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt069532
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0128574
IRS990/CYGrantsAndSimilarPaidAmt0109323
IRS990/CYInvestmentIncomeAmt05
IRS990/CYOtherExpensesAmt05854
IRS990/CYOtherRevenueAmt0-10502
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02900
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0115177
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0118077
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GRANTS TO VOCATIONAL SERVICES AND SPECIAL PROJECTS, INCLUDING SCHOLARSHIPS AND INTERNATIONAL INITIATIVES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0115133
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt071890
IRS990/ForeignGrantsGrp/TotalAmt071890
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS GLENN
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL CARETTE-MEYERS
IRS990/Form990PartVIISectionAGrp/PersonNm2KAREN MCGRATH
IRS990/Form990PartVIISectionAGrp/PersonNm3CRAIG CATLIN
IRS990/Form990PartVIISectionAGrp/PersonNm4LISA JOHNSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST LPRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT ELECT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt069532
IRS990/FundraisingDirectExpensesAmt018677
IRS990/FundraisingGrossIncomeAmt08175
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0109323
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt037433
IRS990/GrantsToDomesticOrgsGrp/TotalAmt037433
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0136754
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt05
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0451164
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0488690
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0GRANTS TO VOCATIONAL SERVICES AND SPECIAL PROJECTS, INCLUDING SCHOLARSHIPS AND INTERNATIONAL INITIATIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt0597928
IRS990/NetAssetsOrFundBalancesEOYAmt0662981
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-10502
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-10502
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt062153
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0597928
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0662981
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt044
IRS990/OtherExpensesGrp/ProgramServicesAmt05810
IRS990/OtherExpensesGrp/TotalAmt05810
IRS990/OtherExpensesGrp/TotalAmt144
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LISA JOHNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0136777
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt059412
IRS990/PYInvestmentIncomeAmt04
IRS990/PYOtherExpensesAmt02769
IRS990/PYOtherRevenueAmt0-8720
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt065880
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt062181
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0128061
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02900
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt079687
IRS990/SavingsAndTempCashInvstGrp/EOYAmt083055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0128574
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0136777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt053894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt076813
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0419973
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0419973
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0128574
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0136777
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023915
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt053894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt076813
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0419973
IRS990ScheduleA/TotalSupportAmt0419990
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0451164
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0488690
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt019442
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt056968
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0380241
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013888
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0451164
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt018140
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt075175
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0488690
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUND IS TO USE THE INCOME FROM THE ENDOWMENT FUND TO PROVIDE SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0488690
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt061490
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0DISTRICT COMMUNITY GRANT FOR FARMHOUSE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0UGANDA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt069532
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt069532
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018677
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03750
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03750
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PORTHOLES TO THE FUTURE GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05257
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt077707
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077707
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08175
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08175
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10502
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08670
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08670
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020500
IRS990ScheduleI/RecipientTable/CashGrantAmt116933
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CNA EDUCATION SUMMER PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0R MERLE PALMER MINORITY SCHOLARSHIP FOUNATIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ELEMENTS OF EDUCATION
IRS990ScheduleI/RecipientTable/RecipientEIN0911742581
IRS990ScheduleI/RecipientTable/RecipientEIN1912168988
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0902 MARKET STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 1382
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TACOMA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TACOMA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098406
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd198401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES AN ANNUAL AWARD TO R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION WHO MAINTAINS RECORDS TO SUBSTANTIATE THE GRANTEES' ELIGIBILITY AND SELECTION CRITERIA USED TO AWARD THE SCHOLARSHIPS. THE ORGANIZATION PROVIDED AN AWARD TO ELEMENTS OF EDUCATION WHO MAINTAINS RECORDS TO SUBSTANTIATE THE GRANTEES ELIGIBILITY AND SELECTION FOR THE CNA EDUCTION SUMMER PROGRAM.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICY IS REVEIWED ANNYALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST AND ANOTHER'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0597928
IRS990/TotalAssetsEOYAmt0662981
IRS990/TotalAssetsGrp/BOYAmt0597928
IRS990/TotalAssetsGrp/EOYAmt0662981
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0128574
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0115133
IRS990/TotalFunctionalExpensesGrp/TotalAmt0115177
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0597928
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0662981
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0115133
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-10497
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118077
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt044
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0597928
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0662981
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 900
IRS990/USAddress/CityNm0TACOMA
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098401
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.TACOMASUNRISEROTARYCLUB.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03606494557
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TACOMA SUNRISE ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TACO
ReturnHeader/Filer/EIN0911649116
ReturnHeader/Filer/PhoneNum02535667070
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 900
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911623649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON STONE & PAGANO PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 REGENTS BLVD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FIRCREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098466
ReturnHeader/PreparerPersonGrp/PhoneNum02535667070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG P CATLIN
ReturnHeader/ReturnTs02025-09-02T15:46:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.