Burlington Rotary Foundation

Analysis

Burlington Rotary Foundation is a registered charity in United States, based in Burlington, WA. It received its IRS tax-exemption ruling in February 2004, 22 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Burlington Rotary Foundation reported income of $142k and spending of $115k, spending 81% of its income. Across the 4 years on record, from June 2019 to June 2023, income grew from $134k to $142k (+5.5%), an average of +1.8% a year. The sharpest change came in the year to June 2023, when income rose by 25%. Over the whole period it spent 87% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Burlington Rotary Foundation sits at the 51st percentile: it is larger than about 50% of them. Against every charity in United States with reported income it ranks in the 46th percentile, and in the 42nd percentile within WA. Charities of a similar size with the same main cause include TR U-W Lawrence Archer Wachs ($141k), Greekfest Charity Gala Inc ($142k) and Webster Alumni Foundation Inc ($141k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 89% and program service revenue 2.2% of the total. At year end it held assets of $327k against liabilities of $4,593, net assets of $322k.