Nonprofit · EIN 05-0567476
ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION
Also known as SUNRISE FOUNDATION
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $46,044 | $22,016 | $24,028 | $309,909 | $0 | $309,909 |
| June 30, 2024 | 990 | $62,811 | $34,980 | $27,831 | $271,883 | $0 | $271,883 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $9,338
- Program service revenue
- $0
- Investment income
- $10,394
- Net income from fundraising events
- $26,312
- Other revenue
- $26,312
Expenses
- Grants and similar amounts paid
- $16,128
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $650
- Travel
- $2,445
- Program services (functional)
- $16,128
- Management and general (functional)
- $5,888
Balance sheet and other
- Total assets, start of year
- $271,883
- Total assets, end of year
- $309,909
- Total liabilities, end of year
- $0
- Net assets, end of year
- $309,909
- Gross receipts
- $60,692
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2003
- State of legal domicile
- AL
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID DOWD | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DEBORAH MCGILL SMITH | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JIM RICHARDSON | TREASURER Trustee or director, Officer | 1 | $0 |
| ANN GULLEDGE | SECRETARY Trustee or director, Officer | 1 | $0 |
| MABRY SMITH | DIRECTOR Trustee or director | 1 | $0 |
| CLINTON SMITH | DIRECTOR Trustee or director | 1 | $0 |
| NORMAN JETMUNDSEN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID DOWD | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DEBORAH MCGILL SMITH | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JIM RICHARDSON | TREASURER Trustee or director, Officer | 1 | $0 |
| ANN GULLEDGE | SECRETARY Trustee or director, Officer | 1 | $0 |
| MABRY SMITH | DIRECTOR Trustee or director | 1 | $0 |
| CLINTON SMITH | DIRECTOR Trustee or director | 1 | $0 |
| NORMAN JETMUNDSEN | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3045, BIRMINGHAM, AL 35202-3808
- In care of
- % JANET ELLIS
- Principal officer (990 for 2024)
- ANN GULLEDGE, 3505 OLD LEEDS COURT, BIRMINGHAM, AL 35213
- Signed the 990
- ANN GULLEDGE, PRESIDENT
- Phone
- (205) 458-5293
- Return prepared by
- ML GRIFFITH CPA LLC
Mission
COMMUNITY SERVICE AND SOCIAL WELFARE
Program accomplishments
- EDUCATIONAL PROGRAMS AND CHILDREN'S LITERACY SUPPORT AND FINANCIAL SUPPORT TO OTHER LOCAL CHARITABLE ORGANIZATIONS.Expenses $14,244 · grants $14,244
- IMPROVEMENTS TO THE LOCAL ROTARY TRAIL TO FURTHER COMMUNITY INVOLVEMENT AND ENCOURAGE SAFE WALKING AND BIKING INFRASTRUCTURE.Expenses $1,884 · grants $1,884
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 05-0567476
- 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
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $309,909
- Income (IRS master file)
- $60,692
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $46,044 | $22,016 | $309,909 | XML |
| 990 | June 2024 | $62,811 | $34,980 | $271,883 | XML |
| 990 | June 2023 | $91,311 | $143,264 | $233,739 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 05-0567476).
Questions about ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION
- What is the EIN of ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION is 05-0567476.
- Is ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION 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 ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION 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 ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION?
- The 990 for the year ended June 30, 2025 names ANN GULLEDGE.
- Who are the officers and directors of ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $46,044, expenses of $22,016 and total assets of $309,909 at year end.
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