Santa Cruz Rotary Endowment

Analysis

Santa Cruz Rotary Endowment is a registered charity in United States, based in Santa Cruz, CA. It received its IRS tax-exemption ruling in December 1981, 45 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2024, Santa Cruz Rotary Endowment reported income of $189k and spending of $65k, leaving 66% of income unspent that year. Across the 5 years on record, from June 2020 to June 2024, income grew from $95k to $189k (+100%), an average of +19% a year. The sharpest change came in the year to June 2024, when income rose by 121%. Over the whole period it spent 61% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Santa Cruz Rotary Endowment sits at the 51st percentile: it is larger than about 51% of them. Against every charity in United States with reported income it ranks in the 53rd percentile, and in the 55th percentile within CA. Charities of a similar size with the same main cause include Kids in Common Inc ($189k), PTA New York Congress ($189k) and Santa Clara Valley Hospice Home Support Group Inc ($189k).

On its Form 990 for the period ending June 2024, revenue came from contributions and grants 20% of the total. At year end it held assets of $1.5m against liabilities of $300, net assets of $1.5m.