Educational Foundation of the Shades Valley Rotary Club

Analysis

Educational Foundation of the Shades Valley Rotary Club is a registered charity in United States, based in Birmingham, AL. It received its IRS tax-exemption ruling in March 1972, 54 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Educational Foundation of the Shades Valley Rotary Club reported income of $218k and spending of $78k, leaving 64% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $44k to $218k (+397%), an average of +49% a year. The sharpest change came in the year to December 2021, when income rose by 225%. Over the whole period it spent 36% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Educational Foundation of the Shades Valley Rotary Club sits at the 56th percentile: it is larger than about 56% of them. Against every charity in United States with reported income it ranks in the 56th percentile, and in the 56th percentile within AL. Charities of a similar size with the same main cause include Homers 2 42 Inc ($218k), Northwest Ohio Educational Technology Foundation ($218k) and W H Pepper Preschool Inc ($218k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 5.3% of the total. At year end it held assets of $2.3m against liabilities of $0, net assets of $2.3m.