Petaluma Educational FDN

Analysis

Petaluma Educational FDN is a registered charity in United States, based in Petaluma, CA. It received its IRS tax-exemption ruling in December 1982, 44 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 2023, Petaluma Educational FDN reported income of $1.2m and spending of $978k, spending 81% of its income. Across the 5 years on record, from June 2019 to June 2023, income grew from $980k to $1.2m (+23%), an average of +5.4% a year. The sharpest change came in the year to June 2022, when income rose by 28%. Over the whole period it spent 74% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Petaluma Educational FDN sits at the 77th percentile: it is larger than about 77% of them. Against every charity in United States with reported income it ranks in the 81st percentile, and in the 82nd percentile within CA. Charities of a similar size with the same main cause include Wilm Academy of Arts & Science ($1.2m), Ephrata Public Library ($1.2m) and Harbor Day School ($1.2m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 51% and program service revenue 2.8% of the total. Compensation of current officers, directors and key employees was $199k (20% of expenses). Other salaries and wages came to $92k. At year end it held assets of $6.6m against liabilities of $805k, net assets of $5.8m. It reported 28 employees.