Cedarburg Grafton Rotary Foundation

Analysis

Cedarburg Grafton Rotary Foundation is a registered charity in United States, based in Cedarburg, WI. It received its IRS tax-exemption ruling in September 1984, 42 years ago. 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, Cedarburg Grafton Rotary Foundation reported income of $138k and spending of $71k, leaving 49% of income unspent that year. Across the 3 years on record, from June 2021 to June 2024, income fell from $232k to $138k (-40%), an average of -23% a year. The sharpest change came in the year to June 2024, when income rose by 65%. Over the whole period it spent 82% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Cedarburg Grafton Rotary Foundation sits at the 44th percentile: it is larger than about 44% of them. Against every charity in United States with reported income it ranks in the 45th percentile, and in the 44th percentile within WI. Charities of a similar size with the same main cause include The Enrichment Center of Lee County Inc ($138k), Centura Educational Foundation ($138k) and Providence Rivendell Court Apartments Inc ($138k).

On its Form 990 for the period ending June 2024, revenue came from contributions and grants 4.2% of the total. At year end it held assets of $271k against liabilities of $110k, net assets of $161k.