Lamorinda Sunrise Endowment Fund Inc

Lafayette, CA
Tax-exempt since March 1996
EIN: 68-0367042

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$82.2k (2024)

Expenses

$65.3k (2024)

Total Assets

$375k (2024)

Total Liabilities

$113 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$82,187

Expenses

$65,301

Net Income

$16,886

Net Assets

$375,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$39,742	48.4%
Program Services	$0
Investment Income	$42,445	51.6%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$375,334
Total Liabilities	$113
Net Assets	$375,221

Compensation

Key Employees and Officers	Compensation	Other
Frank Dunne (President)	$0	$0
Bradley Ward (Treasurer)	$0	$0
Mark Roberts (Secretary)	$0	$0

990-EZ

Filed on Oct. 10, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$207,083

Expenses

$197,217

Net Income

$9,866

Net Assets

$365,838

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$170,636	82.4%
Program Services	$0
Investment Income	$36,447	17.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$366,228
Total Liabilities	$390
Net Assets	$365,838

Compensation

Key Employees and Officers	Compensation	Related	Other
Peggy Cabaniss (President)	$0	$0	$0
Frank Dunn (Secretary)	$0	$0	$0
Bradley Ward (Treasurer)	$0	$0	$0

990

Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$136,504

Expenses

$178,593

Net Income

-$42,089

Net Assets

$395,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$102,655	75.2%
Program Services	$0
Investment Income	$5,849	4.3%
Net Fundraising	$28,000	20.5%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$397,318
Total Liabilities	$2,015
Net Assets	$395,303

Compensation

Key Employees and Officers	Compensation	Other
Peggy Cabanis (President)	$0	$0
Bradley Ward (Treasurer)	$0	$0
Frank Dunne (Secretary)	$0	$0

990-EZ

Filed on Nov. 5, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$188,617

Expenses

$67,794

Net Income

$120,823

Net Assets

$449,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$68,318	36.2%
Program Services	$0
Investment Income	$3,894	2.1%
Net Fundraising	$43,176	22.9%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$73,229	38.8%

Assets/Debt
Total Assets	$449,892
Total Liabilities	$0
Net Assets	$449,892

Compensation

Key Employees and Officers	Compensation	Other
Martin Cryan (President)	$0	$0
Bradley Ward (Treasurer)	$0	$0
Frank Dunne (Secretary)	$0	$0

990-EZ

Filed on Nov. 21, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$160,324

Expenses

$88,449

Net Income

$71,875

Net Assets

$311,788

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$136,489	85.1%
Program Services	$0
Investment Income	$4,395	2.7%
Net Fundraising	$19,440	12.1%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$347,338
Total Liabilities	$35,550
Net Assets	$311,788

Compensation

Key Employees and Officers	Compensation	Other
Martin Cryan (President)	$0	$0
Peggy Cabaniss (Treasurer)	$0	$0
Frank Dunne (Secretary)	$0	$0

990-EZ

Filed on Nov. 2, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$61,834

Expenses

$42,437

Net Income

$19,397

Net Assets

$259,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$33,790	54.6%
Program Services	$0
Investment Income	$9,421	15.2%
Net Fundraising	$18,623	30.1%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$259,071
Total Liabilities	$0
Net Assets	$259,071

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2018

Revenue

$49,268

Expenses

$21,723

Net Income

$27,545

Net Assets

$239,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$12,777	25.9%
Program Services	$0
Investment Income	$17,062	34.6%
Net Fundraising	$19,429	39.4%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$239,674
Total Liabilities	$0
Net Assets	$239,674

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Revenue

$41,755

Expenses

$33,520

Net Income

$8,235

Net Assets

$212,129

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$14,171	33.9%
Program Services	$0
Investment Income	$18,272	43.8%
Net Fundraising	$9,312	22.3%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$212,129
Total Liabilities	$0
Net Assets	$212,129

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Revenue

$25,436

Expenses

$19,360

Net Income

$6,076

Net Assets

$203,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$13,688	53.8%
Program Services	$0
Investment Income	$248	1.0%
Net Fundraising	$11,500	45.2%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$203,894
Total Liabilities	$0
Net Assets	$203,894

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$20,871

Expenses

$14,299

Net Income

$6,572

Net Assets

$197,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$9,396	45.0%
Program Services	$0
Investment Income	$3,817	18.3%
Net Fundraising	$7,658	36.7%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$197,818
Total Liabilities	$0
Net Assets	$197,818

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$43,806

Expenses

$13,999

Net Income

$29,807

Net Assets

$191,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$11,239	25.7%
Program Services	$0
Investment Income	$16,825	38.4%
Net Fundraising	$15,742	35.9%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$191,246
Total Liabilities	$0
Net Assets	$191,246

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$25,910

Expenses

$19,717

Net Income

$6,193

Net Assets

$161,439

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$11,257	43.4%
Net Fundraising	$14,653	56.6%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$161,439
Total Liabilities	$0
Net Assets	$161,439

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$20,572

Expenses

$22,151

Net Income

-$1,579

Net Assets

$155,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	-$1,960
Net Fundraising	$22,532	> 100%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$155,246
Total Liabilities	$0
Net Assets	$155,246

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated June 30, 2025

Lamorinda Sunrise Endowment Fund Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $82.2k (2024)

Expenses $65.3k (2024)

Total Assets $375k (2024)

Total Liabilities $113 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending June 2011

Revenue

$82.2k (2024)

Expenses

$65.3k (2024)

Total Assets

$375k (2024)

Total Liabilities

$113 (2024)

Fiscal Year Ending June
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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2008

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2007

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2005