Clayton Valley-Concord Sunrise Rotary Charitable Fund Inc

Analysis

Clayton Valley-Concord Sunrise Rotary Charitable Fund Inc is a registered charity in United States, based in Clayton, CA. It received its IRS tax-exemption ruling in December 2003, 23 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 December 2023, Clayton Valley-Concord Sunrise Rotary Charitable Fund Inc reported income of $151k and spending of $161k, spending 106% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income fell from $305k to $151k (-50%), an average of -16% a year. The sharpest change came in the year to December 2022, when income dropped by 34%. Over the whole period it spent 100% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Clayton Valley-Concord Sunrise Rotary Charitable Fund Inc sits at the 52nd percentile: it is larger than about 52% of them. Against every charity in United States with reported income it ranks in the 47th percentile, and in the 49th percentile within CA. Charities of a similar size with the same main cause include Noblesville Boys & Girls Club Auxiliar Inc ($151k), Benefit Others Foundation ($151k) and New England Regional Fellowship Consortium Inc ($151k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 98% of the total. At year end it held assets of $163k against liabilities of $0, net assets of $163k.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.