Lodi Rotary Foundation

Analysis

Lodi Rotary Foundation is a registered charity in United States, based in Lodi, CA. It received its IRS tax-exemption ruling in May 2014, 12 years ago. Its declared purposes cover youth development, which this site groups under children and youth development. 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, Lodi Rotary Foundation reported income of $55k and spending of $50k, spending 90% of its income. Across the 2 years on record, from June 2022 to June 2023, income fell from $92k to $55k (-40%), an average of -40% a year. The sharpest change came in the year to June 2023, when income dropped by 40%. Over the whole period it spent 67% of the income it received.

Among 14,332 United States charities whose main cause is children and youth development and that reported income, Lodi Rotary Foundation sits at the 25th percentile: it is larger than about 24% of them. Against every charity in United States with reported income it ranks in the 22nd percentile, and in the 24th percentile within CA. Charities of a similar size with the same main cause include Youth for Christ USA Inc ($55k), Inner Hero ($55k) and Port Youth & Recreation Foundation ($55k).

On its Form 990-EZ for the period ending June 2023, revenue came from contributions and grants 47% of the total. At year end it held assets of $199k against liabilities of $0, net assets of $199k.