Nonprofit · EIN 65-0780118
ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC
Tax-exempt · BOCA RATON, FL 33427
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $120,863 | $103,317 | $17,546 | $580,147 | $0 | $580,147 |
| June 30, 2025 | 990 | $146,357 | $90,426 | $55,931 | $515,400 | $0 | $515,400 |
| June 30, 2024 | 990 | $60,394 | $42,020 | $18,374 | $477,280 | $0 | $477,280 |
| June 30, 2023 | 990 | $87,395 | $43,888 | $43,507 | $443,552 | $0 | $443,552 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $46,602
- Program service revenue
- $0
- Investment income
- $20,084
- Net gain from sales of assets
- $3,419
- Net income from fundraising events
- $54,177
- Other revenue
- $54,177
Expenses
- Grants and similar amounts paid
- $55,301
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,500
- Program services (functional)
- $99,101
- Management and general (functional)
- $2,207
- Fundraising (functional)
- $2,009
Balance sheet and other
- Total assets, start of year
- $515,400
- Total assets, end of year
- $580,147
- Total liabilities, end of year
- $0
- Net assets, end of year
- $580,147
- Publicly traded securities
- $253,599
- Net assets without donor restrictions
- $549,845
- Net assets with donor restrictions
- $30,302
- Gross unrelated business income
- $54,177
- Gross receipts
- $354,070
- Employees
- 0
- Volunteers
- 35
- Year formed
- 1997
- State of legal domicile
- FL
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED LICATA | PRESIDENT Trustee or director, Officer | 2 | $0 |
| BARRY OGRIN | TREASURER Trustee or director, Officer | 2 | $0 |
| JOHN MAKRIS | PRESIDENT ELECT Trustee or director, Officer | 2 | $0 |
| SUSAN WEINBLATT | SECRETARY Trustee or director, Officer | 2 | $0 |
| MICHAEL ODSESS | DIRECTOR Trustee or director | 2 | $0 |
| FRANK BARBIERI | DIRECTOR Trustee or director | 2 | $0 |
| ED ROWAN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gail Ambrose-Lustig | President Trustee or director, Officer | 2 | $0 |
| Michael Kridel | Chairman Trustee or director, Officer | 2 | $0 |
| Ira Herschbein | Treasuer Trustee or director, Officer | 2 | $0 |
| Steve Alman | Director Trustee or director | 2 | $0 |
| Phil Lustig | Director Trustee or director | 2 | $0 |
| Fred LiCata | President-elect Trustee or director, Officer | 2 | $0 |
| Barry Ogrin | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gail Ambrose-Lustig | President Trustee or director, Officer | 2 | $0 |
| Michael Kridel | Chairman Trustee or director, Officer | 2 | $0 |
| Tim Sharp | Treasuer Trustee or director, Officer | 2 | $0 |
| Ira Herschbein | Director Trustee or director | 2 | $0 |
| Steve Alman | Director Trustee or director | 2 | $0 |
| Richard MacFarland | Director Trustee or director | 2 | $0 |
| Phil Lustig | Director Trustee or director | 2 | $0 |
| Craig McDonald | Chair-Elect Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Celestino | Director Trustee or director | 2 | $0 |
| Gail Ambrose-Lustig | President Trustee or director, Officer | 2 | $0 |
| Dan Spandau | Director Former | 2 | $0 |
| Michael Kridel | Chairman Trustee or director, Officer | 2 | $0 |
| Tim Sharp | Treasuer Trustee or director, Officer | 2 | $0 |
| Ira Herschbein | Director Trustee or director | 2 | $0 |
| Stan Civin | Director Trustee or director, Former | 2 | $0 |
| Norman Matus | Chairman Trustee or director, Officer, Former | 2 | $0 |
| Erin Garcia | Director Trustee or director | 2 | $0 |
| Steve Alman | Director Trustee or director | 2 | $0 |
| Richard MacFarland | Director Trustee or director | 2 | $0 |
| Phil Lustig | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 273468, BOCA RATON, FL 33427-3468
- In care of
- % RICHARD MACFARLAND
- Principal officer (990 for 2025)
- BARRY OGRIN, PO BOX 273468, BOCA RATON, FL 334273468
- Signed the 990
- BARRY OGRIN, TREASURER
- Phone
- (304) 444-9688
- Website
- WWW.BOCASUNRISEROTARY.ORG
- Return prepared by
- DORRA & DUGAN CPA'S
Mission
HUMANITARIAN AND EDUCATIONAL PROGRAMS LOCALLY, NATIONALLY & INTERNATIONALLY.
Program accomplishments
- GAVE SCHOLARSHIPS TO FLORIDA ATLANTIC UNIVERSITY, BOCA RATON, FLORIDA, ON BEHALF OF STUDENTS WHO APPIED FOR SCHOLARSHIPS WHO WERE LOCAL STUDENTS TOTALING $15,000grants $15,000
- DONATED $13,105 TO FRIENDS OF BOCA RATON HIGH SCHOOL CULINARY PROGRAM TO FUND A NEW OVEN FOR CULINARY STUDENTS.grants $13,105
- GAVE $27,196 TO THE GOLDEN BELL FOUNDATION THAT PROVIDES HELP AND SCHOLARSHIPS TO BOCA RATON, FLORIDA CITIZENS.grants $27,196
- Expenses $99,101
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0780118
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $580,147
- Income (IRS master file)
- $354,070
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $120,863 | $103,317 | $580,147 | XML |
| 990 | June 2025 | $146,357 | $90,426 | $515,400 | IRS |
| 990 | June 2024 | $60,394 | $42,020 | $477,280 | XML |
| 990 | June 2023 | $87,395 | $43,888 | $443,552 | XML |
| 990 | June 2022 | $135,711 | $115,271 | $421,856 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 65-0780118).
Questions about ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC
- What is the EIN of ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC?
- The employer identification number (EIN) of ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC is 65-0780118.
- Is ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC 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 BOCA RATON SUNRISE FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC?
- The 990 for the year ended June 30, 2026 names BARRY OGRIN.
- Who are the officers and directors of ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC?
- The 990 for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $120,863, expenses of $103,317 and total assets of $580,147 at year end.
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