Berkeley Rotary Endowment

Analysis

Berkeley Rotary Endowment is a registered charity in United States, based in Berkeley, CA. It received its IRS tax-exemption ruling in November 1981, 45 years ago. 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, Berkeley Rotary Endowment reported income of $341k and spending of $225k, leaving 34% of income unspent that year. Across the 5 years on record, from June 2019 to June 2023, income grew from $265k to $341k (+28%), an average of +6.5% a year. The sharpest change came in the year to June 2023, when income rose by 47%. Over the whole period it spent 96% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Berkeley Rotary Endowment sits at the 62nd percentile: it is larger than about 62% of them. Against every charity in United States with reported income it ranks in the 64th percentile, and in the 66th percentile within CA. Charities of a similar size with the same main cause include Your Childs Friendly Home Inc ($340k), Christ Lutheran Church Foundation Inc ($341k) and St Vincent de Paul Store of Bryan College Station Inc ($340k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 59% of the total. At year end it held assets of $1.1m against liabilities of $0, net assets of $1.1m.