Oakland Rotary Endowment

Analysis

Oakland Rotary Endowment is a registered charity in United States, based in Oakland, CA. It received its IRS tax-exemption ruling in October 1977, 49 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 (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 2023, Oakland Rotary Endowment reported income of $409k and spending of $422k, spending 103% of its income. Across the 5 years on record, from June 2019 to June 2023, income grew from $402k to $409k (+1.7%), an average of +0.4% a year. The sharpest change came in the year to June 2021, when income rose by 87%. Over the whole period it spent 65% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Oakland Rotary Endowment sits at the 70th percentile: it is larger than about 70% of them. Against every charity in United States with reported income it ranks in the 67th percentile, and in the 69th percentile within CA. Charities of a similar size with the same main cause include Bethel International Missions Center Inc ($409k), The United Way of Van Wert County Ohio Incorportaed ($410k) and Philanthropy Missouri ($409k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 55% of the total. At year end it held assets of $4.6m against liabilities of $318k, net assets of $4.3m.