Civic Intelligence

Cupertino Rotary Endowment Foundation

990 • Fiscal year 2021 • EIN 77-0288042

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 04, 2022

Organization Profileportal.clubrunner.ca/3794/sitepage/cref
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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

86th percentile

48%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

69th percentile

21%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,632,022

Up $456,069 (+21%) from 2020

Net Assets

Up

$2,630,078

Up $461,019 (+21%) from 2020

Liabilities

Down

$1,944

Down $4,950 (-72%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin86th percentile

Revenue

Down

$495,475

Down $86,296 (-15%) from 2020

Expenses

Up

$257,109

Up $34,057 (+15%) from 2020

Net Income

Down

$238,366

Down $120,353 (-34%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2021

Assets$2,632,022
Liabilities$1,944
Net Assets$2,630,078
Open 2021 Filing

Operations Trend

Revenue Growth17th 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

2021

Revenue$495,475
Expenses$257,109
Net Income$238,366
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 4, 2022
Return Version
2020v4.0
Gross Receipts
$3,903,003
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$2,130,654$2,534,265▲ $403,611
Cash and Non-Interest-Bearing Accounts$12,894$68,347▲ $55,453
Pledges and Grants Receivable$32,405$29,410▼ $2,995
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$2,175,953$2,632,022▲ $456,069
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$6,894$1,944▼ $4,950
Total Liabilities$6,894$1,944▼ $4,950
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,980,273$2,369,896▲ $389,623
Net Assets Without Donor Restrictions$188,786$260,182▲ $71,396
Total Net Assets Fund Balance$2,169,059$2,630,078▲ $461,019
Total Liabilities and Net Assets / Fund Balance$2,175,953$2,632,022▲ $456,069

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,878,483$145,117▲ $321,025-$2,282,069
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Josephine LuceyPresident
Bill WilsonVice President
Barbara McArthurAt Large
Bob AdamsAt Large
Eleanor WatanabeAt Large
Hung WeiAt Large
Jayne HamAt Large
Joe HamiltonAt Large
Marj MancusoAt Large
Padma ChariAt Large
Richard LowenthalAt Large
Rod SinksAt Large
Stuart RosenbergAt Large
Rose Ann WoolpertSecretary
James DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$387,591
Program Service Revenue
$0
Investment Income
$98,397
Other Revenue
$9,487
All Other Contributions
$307,358
Change in Net Assets
$238,366

Audited Revenue Reconciliation

Revenue per Audited Statements
$495,475
Revenue Not Reported on Form 990
$237,897
Total Revenue per Audited Statements
$733,372
Total Revenue per Form 990
$495,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$217,952
Other Expenses$39,157
Total Fundraising Expense$2,444
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$215,262--$215,262
Fees for Services Accounting-$19,400-$19,400
Fees for Service Investment Mgmnt Fees-$11,361-$11,361
Office Expenses-$5,847-$5,847
Grants to Domestic Individuals$2,690--$2,690
Conferences and Meetings--$2,444$2,444
Other Expenses-$105-$105
Total Functional Expenses$217,952$36,713$2,444$257,109

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$272,353
Expenses per Audited Statements$257,109
Total Expenses per Form 990$257,109
Expenses Not Reported on Form 990$15,244
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shin Shin Education FoundFremont, CA501(c)(3)Literacy Education$50,000
Rotary District 5170San Jose, CA501(c)(3)Various charitable activities$31,550
Foothill-DeAnza FoundationLos Altos, CA501(c)(3)College Scholarships$19,000
Girls Scouts North AmericaSan Jose, CA501(c)(3)repairs and updates$15,000
West Valley Community ServCupertino, CA501(c)(3)Kid's shopping$5,250
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,731
Fundraising Direct Expenses$15,244
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$70,259$19,496-$19,496
Golf Tournament$22,705$5,235-$5,235
Total Events$92,964$24,731$15,244$9,487
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 11B: Form 990 Review Process

“It will be reviewed and approved by the President, Vice President, and Treasurer. It will be distributed via email to board members prior to a board meeting.”

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

“Directors are required to sign the conflict of interest statement each year and a copy is kept on file.”

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

“Available via 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
James Davis
Title
Treasurer
Signed
2022-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Josephine Lucey
Formed
1992
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
160

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, 2021.”

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

“Special event (net) $15244”

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

“Special event (net) $15244”

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,632,022
Liabilities
$1,944
Net assets
$2,630,078
Revenue
$495,475
Expenses
$257,109
Net income
$238,366
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