Philanthropy & Grantmaking
(T12)
IRS Verified
DX Registered
990 on File
SIMI SUNRISE ROTARY CHARITABLE FOUNDATION
Financial strength (30%)
87/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$41K
Total Revenue
$24K
Total Expenses
$276K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
93.4%
Fundraising Efficiency
N/A
Operating Reserve
139.27x
Liability-to-Asset
2.8%
Revenue Diversification
58.5%
Compared with Peers
FY 2024
Compared with 21,182 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2024.
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
|
93.4% | 86.8% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
139.3 mo | 122.3 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
2.8% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
58.5% | 94.5% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
118.3% | 9.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
33.6% | 0.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
42.0% | 7.1% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $41K | $24K | $276K | 93.4% | — |
| 2023 | $19K | $18K | $272K | — | — |
| 2022 | $26K | $17K | N/A | — | 1 |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.