Santa Rosa Sunrise Rotary Foundation

Analysis

Santa Rosa Sunrise Rotary Foundation is a registered charity in United States, based in Santa Rosa, CA. It received its IRS tax-exemption ruling in June 1996, 30 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 2023, Santa Rosa Sunrise Rotary Foundation reported income of $106k and spending of $142k, spending 134% of what it took in. Across the 5 years on record, from June 2019 to June 2023, income fell from $135k to $106k (-21%), an average of -5.8% a year. The sharpest change came in the year to June 2020, when income rose by 467%. Over the whole period it spent 66% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Santa Rosa Sunrise 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 39th percentile, and in the 41st percentile within CA. Charities of a similar size with the same main cause include Trout Lake Community Foundation ($106k), Smithson Valley High School Band Boosters ($106k) and Yuba River Charter School Educational Foundation Inc ($106k).

On its Form 990-EZ for the period ending June 2023, revenue came from contributions and grants 43% of the total. At year end it held assets of $379k against liabilities of $0, net assets of $379k.