Philanthropy & Grantmaking (T30) IRS Verified DX Registered 990 on File

CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC

EIN: 41-2071006 · CLAYTON, CA 94517-0004 · United States · FY 2024 Data

3 out of 5 52 / 100 Based on 2+ years of filings

Financial strength (30%) 70/100

Reliability (20%) 55/100

Effectiveness (25%) 78/100

Impact (25%) No data yet

Financial data: FY 2024 · Scored 9/13/2026

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CharityAI™ Score

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Mission Statement

The Object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: FIRST: The development of acquaintance as an opportunity for service; SECOND: High ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each Rotarian’s occupation as an opportunity to serve society; THIRD: The application of the ideal of service in each Rotarian’s personal, business and community life; FOURTH: The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

Financial Overview — FY 2024

$90K

Total Revenue

$91K

Total Expenses

$167K

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 100.0%

Fundraising Efficiency 0.0%

Operating Reserve 22.10x

Liability-to-Asset 0.0%

Revenue Diversification 89.2%

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	100.0%	86.8%	P10P90	Top quarter
Admin expense ratio Management and general / total expenses · lower is better	0.0%	9.1%	P10P90	Top quarter
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	0.0%	0.0%	P10P90	Top quarter
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	0.0%	41.7%	P10P90	Top quarter
Operating reserve Months of expenses covered by net assets · higher is better	22.1 mo	122.3 mo	P10P90	Bottom quarter
Liabilities to assets Total liabilities / total assets · lower is better	0.0%	0.0%	P10P90	Top quarter
Revenue concentration Share of revenue from the largest source · lower is better	89.2%	94.5%	P10P90	Above median
Revenue growth Year over year revenue growth	-40.2%	9.1%	P10P90
Expense growth Year over year expense growth	-43.6%	0.1%	P10P90
Surplus margin Surplus as a share of revenue	-0.3%	7.1%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %
2024	$90K	$91K	$167K	100.0%
2023	$151K	$161K	$163K	97.4%
2022	$164K	$168K	$161K	98.2%
2021	$247K	$259K	N/A	—

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Organization Details

EIN: 41-2071006
State: CA
City: CLAYTON
ZIP: 94517-0004
Classification: T30
Category: Philanthropy & Grantmaking
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 2003
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

A pillar with no data counts as zero. Without impact metrics the score is capped at 59 (three stars): only the charity can supply that data.
The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
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"Compared with peers" places the charity's key ratios against organizations of the same country, sector and size.

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