Philanthropy & Grantmaking
(T30)
990 on File
NAPA SUNRISE ROTARY ENDOWMENT
Financial strength (30%)
67/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$49K
Total Revenue
$54K
Total Expenses
$349K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
92.2%
Fundraising Efficiency
1578.1%
Operating Reserve
77.29x
Liability-to-Asset
1.1%
Revenue Diversification
211.1%
Compared with Peers
FY 2023
Compared with 34,329 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2023.
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
|
92.2% | 86.7% |
P10P90
|
Above median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
1578.1% | 42.3% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
77.3 mo | 137.0 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
1.1% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
211.1% | 95.5% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
1.7% | -0.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
101.1% | -4.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-10.7% | -0.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $49K | $54K | $349K | 92.2% | — |
| 2022 | $48K | $27K | $332K | 82.8% | — |
| 2021 | $87K | $53K | N/A | — | 1 |
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