LAMORINDA SUNRISE ENDOWMENT FUND INC

EIN: 680367042 501(c)(3)

LAFAYETTE, CA

Total Revenue
$207,083
Total Expenses
$197,217
Total Assets
$366,228
Net Assets
$365,838
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
CA
Principal Officer
BRADLEY WARD
Phone
9257083504
Tax Period
2022-07-01 to 2023-06-30

LAMORINDA SUNRISE ENDOWMENT FUND INC, founded in 1995, is a small nonprofit that reported $207K in total revenue in fiscal year 2022. Expenses of $197K left a modest 5% surplus.

Mission

The mission is to raise, receive & distribute funds in furtherance of the charitable and educational purposes of the Rotary Club of Lamorinda Sunrise. In FY 2022-23 over $196,000 was distributed to over 15 organization that needed assistance.

Program Service Accomplishments

Program 1
Expenses: $91,794 Revenue: $77,030

Purchase of a van for White Pony Express.This will expand WPE ability to rescue and deliver fresh food throught Contra Costa County. WPE already processes 15,000 lb of food daily to people that are...

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Purchase of a van for White Pony Express.This will expand WPE ability to rescue and deliver fresh food throught Contra Costa County. WPE already processes 15,000 lb of food daily to people that are in need of fresh food

Program 2
Expenses: $41,060 Revenue: $37,605

Guatemala Floors Project. Concrete floors will reduce diseases caused by parasites for ~33 families. In Guatemala 49% of the children suffer chronic malnutrition. Besides there is an alarming 34%...

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Guatemala Floors Project. Concrete floors will reduce diseases caused by parasites for ~33 families. In Guatemala 49% of the children suffer chronic malnutrition. Besides there is an alarming 34% child mortality. This is for the cost of cooncrete floor. Volunteers provided the labor

Program 3
Expenses: $14,725 Revenue: $14,725

Nursing Scholarships. Funds will be sent to Contra Costa Community College to provide scholarships for those students dealing with financial hardships. Funds will be distributed by the college.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $170,636
Program Service Revenue $0
Investment Income $36,447
Other Revenue $0
TOTAL REVENUE $207,083

Expense Breakdown

Grants Paid $196,537
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $196,537
Other Expenses $680
TOTAL EXPENSES $197,217

Year-over-Year Comparison

2022 2021 Change
Revenue $207,083 N/A N/A
Expenses $197,217 N/A N/A
Net Income $9,866 N/A N/A
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
65

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Peggy Cabaniss President 1.00
Officer
$0 $0 $0
Frank Dunn Secretary 1.00
Officer
$0 $0 $0
Bradley Ward Treasurer 5.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 $207,083 $197,217 $366,228 $9,866
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