Public Charity

SUNRISE ROTARY CLUB OF HEALDSBURG FOUNDATION

SUNRISE ROTARY CLUB OF HEALDSBURG FOUNDATION, of HEALDSBURG, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $342K in revenue, $181K in expenses, $1.2M in total assets. 15 publicly reported grants to this organization, totaling roughly $238K, appear in IRS filings.

EIN: 320433206 HEALDSBURG, CA Latest filing: 2025
Total Revenue$342K
Total Expenses$181K
Total Assets$1.2M
Grant Records15
Funding Total$238K
Filing Years2020–2025

Mission

PROMOTE THE SOCIAL WELFARE OF THE COMMUNITY THROUGH A VARIETY OF SERVICE PROJECTS

Sample Grants Received

2024
PUBLIC, SOCIETAL BENEFIT
$16,500
2024
ODYSSEY WINE ACADEMY OFFERS WINE & SPIRITS EDUCATION TRUST (WSET) CERTIFICATIONS (LEVEL 1 THROUGH 3 AWARDS) IN WINE. WSET CERTIFICATION OPTIONS ARE GEARED TOWARD THOSE WHO ARE IN THE WINE AND HOSPITALITY INDUSTRY LOOKING TO EXPAND THEIR CAREERS. FOR EVERY $10,000 DONATION WE CAN SUPPORT FOUR STUDENTS WITH ALL THREE CERTIFICATIONS.
$15,000
2024
For grant recipient's exempt purposes
$10,000
$5,399
2023
For grant recipient's exempt purposes
$57,500

Showing up to 5 of 15 total records — full history available with membership.

Officers & Directors

MEMBERSHIP Archie Julian
PAST PRESIDENT Bert Terreri
ALTERNATE MEMBER Bob Mosby
MEMBER Charles L Orange
SECRETARY Diane Bucher
MEMBER Doug Pike

Officer compensation and complete director data available with membership.

Top Grant Purposes

For grant recipient's exempt purposes
$74,000 3 grants
General Support
$41,514 1 grant
GENERAL SUPPORT
$27,792 3 grants
PUBLIC, SOCIETAL BENEFIT
$27,000 2 grants
FOR RECIPIENT'S EXEMPT PURPOSE
$15,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $342K $181K $1.2M
2024 $302K $83K $911K
2023 $217K $57K $702K
2021 $116K $85K $471K
2020 $96K $29K $395K

Between 2020 and 2025, reported annual revenue grew from $96K to $342K (+257%), with total assets most recently reported at $1.2M.

Interactive year-over-year charts and full filing details available with membership.

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