Civic Intelligence

Cupertino Rotary Endowment Foundation

990 • Fiscal year 2020 • EIN 77-0288042

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 23, 2021

Organization Profileportal.clubrunner.ca/3794/sitepage/cr
PO Box 1101Cupertino, CA 95015

(408) 264-9920

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

56%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$2,175,953

Up $379,339 (+21%) from 2019

Net Assets

Up

$2,169,059

Up $381,835 (+21%) from 2019

Liabilities

Down

$6,894

Down $2,496 (-27%) from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin93rd percentile

Revenue

Up

$581,771

Up $207,668 (+56%) from 2019

Expenses

Down

$223,052

Down $123,799 (-36%) from 2019

Net Income

Up

$358,719

Up $331,467 (+1216%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $743,242Liabilities 2010: $21,139Net Assets 2010: $722,1032010Assets 2011: $937,371Liabilities 2011: $42,391Net Assets 2011: $894,9802011Assets 2012: $976,408Liabilities 2012: $27,495Net Assets 2012: $948,9132012Assets 2013: $1,157,529Liabilities 2013: $25,122Net Assets 2013: $1,132,4072013Assets 2014: $1,511,019Liabilities 2014: $4,400Net Assets 2014: $1,506,6192014Assets 2015: $1,618,760Liabilities 2015: $2,600Net Assets 2015: $1,616,1602015Assets 2016: $1,564,478Liabilities 2016: $1,959Net Assets 2016: $1,562,5192016Assets 2017: $1,752,743Liabilities 2017: $1,763Net Assets 2017: $1,750,9802017Assets 2018: $1,746,268Liabilities 2018: $1,450Net Assets 2018: $1,744,8182018Assets 2019: $1,796,614Liabilities 2019: $9,390Net Assets 2019: $1,787,2242019Assets 2020: $2,175,953Liabilities 2020: $6,894Net Assets 2020: $2,169,0592020Assets 2021: $2,632,022Liabilities 2021: $1,944Net Assets 2021: $2,630,0782021Assets 2022: $3,150,291Liabilities 2022: $0Net Assets 2022: $3,150,2912022Assets 2023: $3,384,001Liabilities 2023: $0Net Assets 2023: $3,384,0012023Assets 2024: $3,730,630Liabilities 2024: $0Net Assets 2024: $3,730,6302024

Highlighted filing

2020

Assets$2,175,953
Liabilities$6,894
Net Assets$2,169,059
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Expenses 2010: $219,8682010Expenses 2011: $176,3932011Expenses 2012: $150,8632012Revenue 2013: $346,483Expenses 2013: $263,997Net Income 2013: $82,4862013Revenue 2014: $482,937Expenses 2014: $216,951Net Income 2014: $265,9862014Revenue 2015: $722,211Expenses 2015: $468,808Net Income 2015: $253,4032015Revenue 2016: $452,179Expenses 2016: $446,137Net Income 2016: $6,0422016Revenue 2017: $321,021Expenses 2017: $224,045Net Income 2017: $96,9762017Revenue 2018: $363,904Expenses 2018: $355,646Net Income 2018: $8,2582018Revenue 2019: $374,103Expenses 2019: $346,851Net Income 2019: $27,2522019Revenue 2020: $581,771Expenses 2020: $223,052Net Income 2020: $358,7192020Revenue 2021: $495,475Expenses 2021: $257,109Net Income 2021: $238,3662021Revenue 2022: $1,173,942Expenses 2022: $223,491Net Income 2022: $950,4512022Revenue 2023: $361,219Expenses 2023: $352,250Net Income 2023: $8,9692023Revenue 2024: $405,170Expenses 2024: $384,762Net Income 2024: $20,4082024

Highlighted filing

2020

Revenue$581,771
Expenses$223,052
Net Income$358,719
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 23, 2021
Return Version
2019v5.0
Gross Receipts
$664,122
Mission and Program Overview

Mission

Provide funding through donations and grants to qualified charitable,scientific, educational and public purpose organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,764,301$2,130,654▲ $366,353
Pledges and Grants Receivable$5,950$32,405▲ $26,455
Cash and Non-Interest-Bearing Accounts$26,363$12,894▼ $13,469
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,796,614$2,175,953▲ $379,339
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$9,390$6,894▼ $2,496
Total Liabilities$9,390$6,894▼ $2,496
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,582,213$1,980,273▲ $398,060
Net Assets Without Donor Restrictions$205,011$188,786▼ $16,225
Total Net Assets Fund Balance$1,787,224$2,169,059▲ $381,835
Total Liabilities and Net Assets / Fund Balance$1,796,614$2,175,953▲ $379,339

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,485,029$428,411▲ $61,113-$1,878,483
2018$1,423,191$51,919▲ $43,411-$1,485,029
2017$1,349,333$75,074▲ $65,259-$1,556,141
2016$1,215,909$61,186▲ $109,394-$1,423,645
2015$1,153,361$119,555▼ $22,007-$1,215,909
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Bob AdamsPresident
Richard LowenthalVice President
Eleanor WatanabeAt Large
Helene DavisAt Large
Hung WeiAt Large
James DavisAt Large
Jayne HamAt Large
Joe HamiltonAt Large
Josephine LuceyAt Large
Marj MancusoAt Large
Padma ChariAt Large
Rose Ann WoolpertAt Large
Stuart RosenbergAt Large
Barbara McArthurSecretary
Bill WilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$539,804
Program Service Revenue
$0
Investment Income
$40,896
Other Revenue
$1,071
All Other Contributions
$456,724
Change in Net Assets
$358,719

Audited Revenue Reconciliation

Revenue per Audited Statements
$581,771
Revenue Not Reported on Form 990
$76,610
Total Revenue per Audited Statements
$658,381
Total Revenue per Form 990
$581,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$187,913
Other Expenses$35,139
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$187,913--$187,913
Fees for Services Accounting-$16,000-$16,000
Fees for Service Investment Mgmnt Fees-$11,055-$11,055
Other Expenses-$5,317-$5,317
Office Expenses-$1,423-$1,423
Information Technology-$978-$978
Occupancy-$366-$366
Total Functional Expenses$187,913$35,139$0$223,052

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$276,546
Expenses per Audited Statements$223,052
Total Expenses per Form 990$223,052
Expenses Not Reported on Form 990$53,494
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary District 5170San Jose, CA-Support for youth activities$39,563
Valley Medical Center FoundatFremont, CA-Healthcare Programs and Services$25,000
Foothill-DeAnza FoundationLos Altos, CA-Education$17,496
West Valley Community ServCupertino, CA-Support for low income$10,947
The Rotary FoundationEvanston, IL-Various charitable activities$10,250
Via ServicesSanta Clara, CA-Support for disabled$5,426
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$54,565
Fundraising Direct Expenses$53,494
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival$44,411$24,186$24,186$0
Global Elegance$39,925$16,125-$16,125
Total Events$137,645$54,565$53,494$1,071
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Helene Davis (immediate past club president) and James Davis (board member at large), who are husband and wife, were both on the CREF board.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The tax return is distributed via email to board members prior to a board meeting.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All Officers / Directors are required to disclose potential conflicts prior to becoming a board member and are required to disclose any potential conflicts as they arise while serving on the board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Made available through the Cupertino Rotary Website.”

Filing and Contact Details

Filer

Filer Name
Cupertino Rotary Endowment Foundation
EIN
77-0288042
Phone
4082649920
Address
PO Box 1101, Cupertino, CA 95015

Signing Officer

Name
William Wilson
Title
Treasurer
Signed
2021-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Adams
Formed
1992
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
550

Preparer

Firm
Iryna Ac
Address
1000 Broadway 200-G, Oakland, CA 94607
Preparer
Iryna Oreshkova CPA
Phone
5104679506
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Foundation is a not-for-profit organization that is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and classified by the Internal Revenue Service as other than a private foundation. However, income from activities not directly related to the tax-exempt purpose is subject to taxation as unrelated business income. There was no tax on unrelated business income for the year ended June 30, 2020.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Special event (net) $53494”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Special event (net) $53494”

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IRS990/Form990PartVIISectionAGrp/TitleTxt8At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt9At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt12At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0Bob Adams
IRS990/ProfessionalFundraisingInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt05000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0315280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0247022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0226532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0380058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01708696
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt041914
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt038636
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt037418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt043729
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0201073
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0201073
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IRS990ScheduleA/InvestmentIncomePYPct00.14040
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt058874
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt027392
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0119346
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt05000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0226532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0380058
IRS990ScheduleA/Total509Grp/TotalAmt01708696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0582789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0360035
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0312288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0322824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0451179
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02029115
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,175,953
Liabilities
$6,894
Net assets
$2,169,059
Revenue
$581,771
Expenses
$223,052
Net income
$358,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.41$0.38$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.36$0.35$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$1.17$0.22$0.95
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.50$0.26$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.01$2.17$0.58$0.22$0.36
2019Detailed filing. Detailed filing data is available for this year.$1.80$0.01$1.79$0.37$0.35$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.74$0.36$0.36$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.32$0.22$0.10
2016Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$0.45$0.45$0.01
2015Summary only. Only limited summary data is available for this year.$1.62$0.00$1.62$0.72$0.47$0.25
2014Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$0.48$0.22$0.27
2013Summary only. Only limited summary data is available for this year.$1.16$0.03$1.13$0.35$0.26$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.03$0.95$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.04$0.89$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.02$0.72$0.22