Petaluma Valley Rotary Trust

Analysis

Petaluma Valley Rotary Trust is a registered charity in United States, based in Petaluma, CA. It received its IRS tax-exemption ruling in October 1994, 32 years ago. 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 June 2024, Petaluma Valley Rotary Trust reported income of $74k and spending of $81k, spending 109% of what it took in. Across the 3 years on record, from June 2022 to June 2024, income grew from $42k to $74k (+76%), an average of +33% a year. The sharpest change came in the year to June 2023, when income rose by 285%. Over the whole period it spent 84% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Petaluma Valley Rotary Trust sits at the 28th percentile: it is larger than about 28% of them. Against every charity in United States with reported income it ranks in the 29th percentile, and in the 31st percentile within CA. Charities of a similar size with the same main cause include Little League Baseball Inc ($74k), Foundation for Living Medicine ($74k) and Evergreen Woods Employees Scholarship Fund ($74k).

On its Form 990-EZ for the period ending June 2024, revenue came from contributions and grants 100% of the total. At year end it held assets of $297k against liabilities of $0, net assets of $297k.