Nonprofit · EIN 61-1437528
NAPA SUNRISE ROTARY ENDOWMENT
Tax-exempt · NAPA, CA 94581
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $150,341 | $78,032 | $72,309 | $478,137 | $7,500 | $470,637 |
| June 30, 2024 | 990-EZ | $70,045 | $44,647 | $25,398 | $402,007 | – | $402,007 |
| June 30, 2023 | 990-EZ | $48,956 | $54,191 | -$5,235 | $352,714 | $3,700 | $349,014 |
| June 30, 2022 | 990-EZ | $48,154 | $26,944 | $21,210 | $331,857 | $0 | $331,857 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $105,200
- Investment income
- $10,897
- Other revenue
- $34,244
Expenses
- Grants and similar amounts paid
- $52,238
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $4,714
- Other expenses
- $21,080
- Program services (functional)
- $71,051
Balance sheet and other
- Total assets, start of year
- $402,028
- Total assets, end of year
- $478,137
- Total liabilities, end of year
- $7,500
- Net assets, end of year
- $470,637
- Cash, savings and investments
- $465,846
- Gross receipts
- $150,341
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL MURRAY | FINANCIAL OF | 5 | $0 |
| DENNY MOSHER | SECRETARY | 1 | $0 |
| PATRICIA LAWRENCE | PRESIDENT | 1 | $0 |
990-EZ for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hugh Linn | President | 1 | $0 |
| Denny Mosher | Secretary | 1 | $0 |
| Kathy Cruz | Treasurer | 5 | $0 |
990-EZ for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY CRUZ | TREASURER | 1 | $0 |
| DENNY MOSHER | SECRETARY | 1 | $0 |
| BRIAN DOUGHTY | PRESIDENT | 1 | $0 |
990-EZ for the year ended June 30, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY CRUZ | TREASURER | 1 | $0 |
| DENNY MOSHER | SECRETARY | 1 | $0 |
| HUGH LINN | PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5324, NAPA, CA 94581-0324
- Signed the 990-EZ
- MICHAEL MURRAY, FINANCIAL OFFICER
- Phone
- (707) 656-9223
- Return prepared by
- MICHAEL A MURRAY CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 61-1437528 or by the name NAPA SUNRISE ROTARY ENDOWMENT.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SUPPORT LOCAL AND INTERNATIONAL CHARITABLE ORGANIZATIONS. SUPPORT LOCAL HIGH SCHOOL WITH COLLEGE SCHOLARSHIPS
Program accomplishments
- COMPLETED FIRST YEAR OF COLLEGEExpenses $3,750 · grants $3,750
- SUPPORT A SCHOOL IN KENYA, AFRICAExpenses $67,301 · grants $48,488
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 61-1437528
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $478,137
- Income (IRS master file)
- $150,341
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $150,341 | $78,032 | $478,137 | IRS |
| 990-EZ | June 2024 | $70,045 | $44,647 | $402,007 | IRS |
| 990-EZ | June 2023 | $48,956 | $54,191 | $352,714 | XML |
| 990-EZ | June 2022 | $48,154 | $26,944 | $331,857 | XML |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-1437528).
Questions about NAPA SUNRISE ROTARY ENDOWMENT
- What is the EIN of NAPA SUNRISE ROTARY ENDOWMENT?
- The employer identification number (EIN) of NAPA SUNRISE ROTARY ENDOWMENT is 61-1437528.
- Is NAPA SUNRISE ROTARY ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to NAPA SUNRISE ROTARY ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NAPA SUNRISE ROTARY ENDOWMENT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NAPA SUNRISE ROTARY ENDOWMENT due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAPA SUNRISE ROTARY ENDOWMENT last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of NAPA SUNRISE ROTARY ENDOWMENT?
- The 990-EZ for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does NAPA SUNRISE ROTARY ENDOWMENT have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $150,341, expenses of $78,032 and total assets of $478,137 at year end.
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All nonprofits in NAPA · California · Philanthropy, voluntarism and grantmaking foundations