Lamorinda Sunrise Endowment Fund Inc
Nonprofit profile at a glance
- EIN
- 680367042
- IRS 990-EZ coverage
- 2019–2024
- Forms available
- Form 990 2022, Form 990-EZ 2024
- Location
- Lafayette, CA, USA
- Phone
- 9257083504
- Rating
- 85
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $78,845
- Expenses
- $47,693
- Assets
- $406,443
- Liabilities
- $70
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- STEVEN GEORGE (PRESIDENT)
People named in this filing
- STEVEN GEORGE (PRESIDENT)
- BRADLEY WARD (TREASURER)
- MARK ROBERTS (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Perform charitable and community services
What it reported doing in 2024
In FY 2024-25 over 25 organization receive grants. Of those only 1 was $5000 and over. The grants were community based and were scholarships, senior assistance, summer camps, winter workship for kids to international projects. Prior to awarding any grant the grant committee evaluates each application.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Grant intermediary. The nonprofit sent 93% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 86
- Transparency & Controls: 93
- Sustainability: 78
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 77.1%; rating input score 77
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 91.7%; rating input score 92; 3rd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 39.5%; rating input score 87; 87th percentile among comparable filings
- Total-asset coverage ratio: 8.52; rating input score 90; 90th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 36; 36th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -6.8% per year; rating input score 0; 32nd percentile among comparable filings
- Revenue growth: -13.4% per year; rating input score 0; 20th percentile among comparable filings
- Asset growth: 0.4% per year; rating input score 100; 40th percentile among comparable filings
Details
- Where the money goes: 77.1% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $48K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 4 filed schedules
- Filing history: 4 filing years from 2019 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 36/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.