Sonoma Valley Rotary Service Fund Foundation

Analysis

Sonoma Valley Rotary Service Fund Foundation is a registered charity in United States, based in Sonoma, CA. It received its IRS tax-exemption ruling in May 1995, 31 years ago. Its declared purposes cover education, which this site groups under education and training. 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, Sonoma Valley Rotary Service Fund Foundation reported income of $156k and spending of $136k, spending 88% of its income. Across the 5 years on record, from June 2020 to June 2024, income grew from $119k to $156k (+31%), an average of +7.0% a year. The sharpest change came in the year to June 2021, when income rose by 62%. Over the whole period it spent 102% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Sonoma Valley Rotary Service Fund Foundation sits at the 49th percentile: it is larger than about 49% of them. Against every charity in United States with reported income it ranks in the 48th percentile, and in the 50th percentile within CA. Charities of a similar size with the same main cause include Nordonia Hills School District Band-Aides ($155k), Boston Bridges Initiative ($156k) and Griffin School Foundation ($155k).

On its Form 990 for the period ending June 2024, revenue came from contributions and grants 100% of the total. It paid $9,612 in professional fundraising fees. At year end it held assets of $97k against liabilities of $96k, net assets of $1,100.