Napa Sunrise Rotary Endowment
Nonprofit profile at a glance
- EIN
- 611437528
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Napa, CA, USA
- Phone
- 7076569223
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $150,341
- Expenses
- $78,032
- Assets
- $478,137
- Liabilities
- $7,500
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- PATRICIA LAWRENCE (PRESIDENT)
People named in this filing
- MICHAEL MURRAY (FINANCIAL OF)
- DENNY MOSHER (SECRETARY)
- PATRICIA LAWRENCE (PRESIDENT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Support local and international charitable organizations. Support local high school with college scholarships
What it reported doing in 2024
Support a school in kenya, africa
Operating model
- Revenue model
- Donor-supported. 70% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 74% of its reported program spending out as grants.
The verdict
STRONG - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 66
- Transparency & Controls: 100
- Sustainability: 84
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 51.1%; rating input score 51
- Program expense ratio: 91.1%; rating input score 91
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 48.1%; rating input score 92; 92nd percentile among comparable filings
- Total-asset coverage ratio: 6.13; rating input score 97; 97th percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 39; 39th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 4.6% per year; rating input score 100; 46th percentile among comparable filings
- Revenue growth: 3.2% per year; rating input score 100; 38th percentile among comparable filings
- Asset growth: 7.4% per year; rating input score 100; 53rd percentile among comparable filings
Details
- Where the money goes: 51.1% of revenue deployed · 91.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $71K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 51/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 39/100.