Community Improvement
(S80)
990 on File
OAKDALE SUNRISE ROTARY FOUNDATION
Financial strength (30%)
85/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$37K
Total Revenue
$41K
Total Expenses
$59K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
78.3%
Fundraising Efficiency
43.8%
Operating Reserve
17.26x
Liability-to-Asset
N/A
Revenue Diversification
1.0%
Compared with Peers
FY 2025
Compared with 2,326 similar organizations
(United States, Community Improvement, under $100K in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
78.3% | 83.4% |
P10P90
|
Below median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
43.8% | 42.1% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
17.3 mo | 21.9 mo |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
1.0% | 96.0% |
P10P90
|
Top quarter |
|
Surplus margin
Surplus as a share of revenue
|
-9.7% | 11.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $37K | $41K | $59K | 78.3% | — |
| 2023 | $31K | $18K | $59K | 66.3% | — |
| 2022 | $38K | $13K | $46K | 51.9% | — |
| 2021 | $13K | $3K | N/A | — | 1 |
| 2019 | $52K | $57K | N/A | — | 0 |
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