Sunrise Rotary Club of Healdsburg Foundation

Analysis

Sunrise Rotary Club of Healdsburg Foundation is a registered charity in United States, based in Healdsburg, CA. It received its IRS tax-exemption ruling in July 2014, 12 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 2024, Sunrise Rotary Club of Healdsburg Foundation reported income of $302k and spending of $83k, leaving 73% of income unspent that year. Across the 3 years on record, from June 2022 to June 2024, income grew from $148k to $302k (+104%), an average of +43% a year. The sharpest change came in the year to June 2023, when income rose by 47%. Over the whole period it spent 31% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Sunrise Rotary Club of Healdsburg Foundation sits at the 66th percentile: it is larger than about 66% of them. Against every charity in United States with reported income it ranks in the 62nd percentile, and in the 64th percentile within CA. Charities of a similar size with the same main cause include Partners in Island Education Inc ($302k), Sherburne County Area United Way ($302k) and Thatcher Family Fund of the Cleveland Foundation ($302k).

On its Form 990 for the period ending June 2024, revenue came from contributions and grants 100% of the total. At year end it held assets of $911k against liabilities of $45k, net assets of $866k.