Oakdale Sunrise Rotary Foundation

Nonprofit profile at a glance

EIN
262840311
IRS 990-EZ coverage
2022–2025
Forms available
Form 990 2018, Form 990-EZ 2025, Form 990-N 2020
Location
Oakdale, CA, USA
Phone
2094990156
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community Service Clubs

Reported finances

Revenue
$37,269
Expenses
$40,878
Assets
$58,806

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

1 person listed

People named in this filing

  • WILLIAM MORRIS (TREASURER)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The oakdale sunrise rotary foundation is formed for the purpose of facilitating tax-free fundraising and disbursement of funds for exclusively charitable purposes. Oakdale sunrise rotary fundation carries on no operation other than to receive contributions and incidental investment income and to make distiributions of income to such expempt organizations at periodicle intervals. The organization does not accumulate its investment income.

What it reported doing in 2025

Amount of funds dispursed to local charitiess sand governmental agencies in the area for the benifit of the general public.

Operating model

Revenue model
Other-operating. 99% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 82
  • Sustainability: 37
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85.9%; rating input score 86
  • Program expense ratio: 78.3%; rating input score 78

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -9.7%; rating input score 29; 29th percentile among comparable filings
  • Total-asset coverage ratio: 1.44; rating input score 57; 57th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 47.3% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: -9.6% per year; rating input score 0; 25th percentile among comparable filings
  • Asset growth: 11.7% per year; rating input score 100; 73rd percentile among comparable filings

Details

  • Where the money goes: 85.9% of revenue deployed · 78.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $32K in reported program spending
  • Leadership: top reported pay $0 · 1 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 29/100.
  • Review — Sustainability: Total-asset coverage ratio scored 57/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.