The Summit County Rotary Charitable Fund

Analysis

The Summit County Rotary Charitable Fund is a registered charity in United States, based in Frisco, CO. It received its IRS tax-exemption ruling in August 1993, 33 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, The Summit County Rotary Charitable Fund reported income of $421k and spending of $333k, leaving 21% of income unspent that year. Across the 5 years on record, from June 2019 to June 2024, income grew from $317k to $421k (+33%), an average of +7.3% a year. The sharpest change came in the year to June 2021, when income rose by 142%. 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, The Summit County Rotary Charitable Fund sits at the 66th percentile: it is larger than about 66% of them. Against every charity in United States with reported income it ranks in the 67th percentile, and in the 65th percentile within CO. Charities of a similar size with the same main cause include National Foundation for American Policy ($421k), National Church Residences ($421k) and National Church Residences of ($421k).

On its Form 990 for the period ending June 2024, revenue came from contributions and grants 36% of the total. At year end it held assets of $1.8m against liabilities of $0, net assets of $1.8m.