Civic Intelligence

Cupertino Rotary Endowment Foundation

990 • Fiscal year 2023 • EIN 77-0288042

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 04, 2024

Organization Profileportal.clubrunner.ca/3794
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

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

46th percentile

2.5%

Higher net margin than 46% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

57th percentile

7.4%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,384,001

Up $233,710 (+7.4%) from 2022

Net Assets

Up

$3,384,001

Up $233,710 (+7.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin46th percentile

Revenue

Down

$361,219

Down $812,723 (-69%) from 2022

Expenses

Up

$352,250

Up $128,759 (+58%) from 2022

Net Income

Down

$8,969

Down $941,482 (-99%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2023

Assets$3,384,001
Liabilities$0
Net Assets$3,384,001
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$361,219
Expenses$352,250
Net Income$8,969
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 4, 2024
Return Version
2022v5.0
Gross Receipts
$1,251,800
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$2,771,032$2,841,842▲ $70,810
Savings and Temporary Cash Investments$252,221$350,698▲ $98,477
Cash and Non-Interest-Bearing Accounts$125,813$191,461▲ $65,648
Pledges and Grants Receivable$1,225$0▼ $1,225
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$3,150,291$3,384,001▲ $233,710
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,888,018$3,123,631▲ $235,613
Net Assets Without Donor Restrictions$262,273$260,370▼ $1,903
Total Net Assets Fund Balance$3,150,291$3,384,001▲ $233,710
Total Liabilities and Net Assets / Fund Balance$3,150,291$3,384,001▲ $233,710

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,819,079$145,617▲ $163,830-$2,998,526
2021$2,282,069$1,012,753▼ $395,743-$2,819,079
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Steve OnishiClub President
Rod SinksPast President
Josephine LuceyPresident
Alysa SakkasPresident Elect
Bob AdamsVice President
Barbara McArthurAdministrator
Byron RovegnoAt Large
Eleanor WatanabeAt Large
Hung WeiAt large
Marj MancusoAt Large
Pearl ChengAt Large
Richard LowenthalAt Large
Padma ChariClub SDO
Rose Ann WoolpertSecretary
James DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$390,548
Program Service Revenue
$0
Investment Income
$-34,093
Other Revenue
$4,764
All Other Contributions
$240,964
Change in Net Assets
$8,969

Audited Revenue Reconciliation

Revenue per Audited Statements
$343,080
Revenue Not Reported on Financial Statements
$18,139
Revenue Not Reported on Form 990
$270,447
Total Revenue per Audited Statements
$613,527
Total Revenue per Form 990
$361,219
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$254,327
Other Expenses$97,923
Total Fundraising Expense$14,292
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$254,327--$254,327
Fees for Services Accounting-$23,785-$23,785
Fees for Service Investment Mgmnt Fees-$18,139-$18,139
Office Expenses-$4,458$1,602$6,060
Occupancy-$420-$420
Other Expenses$36,629$200$12,690$200
Total Functional Expenses$290,956$47,002$14,292$352,250

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$379,817
Total Expenses per Form 990$352,250
Expenses per Audited Statements$334,111
Expenses Not Reported on Form 990$45,706
Expenses Not Reported on Financial Statements$18,139
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary District 5170San Jose, CA501(c)(3)Various charitable activities$36,600
Foothill-DeAnza FoundationLos Altos, CA501(c)(3)College Scholarships$23,388
Animal Assisted HappinessSunnyvale, CA501(c)(3)Enhance youth well-being$20,000
Selectiva CharitiesSan Jose, CA501(c)(3)Ukraine Housing Project$11,000
Via West ServicesSanta Clara, CA501(c)(3)Support for disabled$5,280
West Valley Community ServCupertino, CA501(c)(3)Support for children and families$5,280
Asian Womens ShelterSan Francisco, CA501(c)(3)support organization's mission$5,254
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$50,470
Fundraising Direct Expenses$45,706
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Global Elegance$77,355$25,705-$25,705
Golf Tourn.$81,070$21,345-$21,345
Total Events$200,054$50,470$45,706$4,764
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, Section B, Line 11B

“It will be reviewed and approved by the treasurer and the president. It will be distributed to the full board via email prior to a board meeting.”

Form 990, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“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
Byron Rovegno
Title
Treasurer
Signed
2024-04-04
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
320

Preparer

Firm
Iryna AC
Address
1000 Broadway Ste 200-C, Oakland, CA 94607
Preparer
Iryna Oreshkova CPA
Phone
5104679506
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“New Program: Year of Rabbit specific activities conducted in recognition of Chinese culture, including auctions featuring fiberglass rabbits decorated by local artists.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Foundation has a policy of appropriating for distribution each year a flexible amount that will ensure grant making will continue without deterioration of the endowment principal. The board reviews its spending policy each year in comparison to the relative growth of the investments. For the year ending June 30, 2023, the board approved a spending level and appropriated $130,000.”

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, 2023.”

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

“Special event (net) $45706”

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

“Special event (net) $45706”

Raw XML AppendixShowing 400 of 663 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide funding through donations and grants to qualified charitable,scientific, educational and public purpose organizations.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0240964
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Ed Grant
IRS990/BooksInCareOfDetail/PhoneNum04083600500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06920 Santa Theresa Blvd 103
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095119
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0125813
IRS990/CashNonInterestBearingGrp/EOYAmt0191461
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0149584
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0390548
IRS990/CYGrantsAndSimilarPaidAmt0254327
IRS990/CYInvestmentIncomeAmt0-34093
IRS990/CYOtherExpensesAmt097923
IRS990/CYOtherRevenueAmt04764
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt08969
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0352250
IRS990/CYTotalFundraisingExpenseAmt014292
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0361219
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The Foundations primary objective is to ensure the strength of the Cupertino Rotary programs far into the future by contributing locally and internationally to qualified charitable, scientific educational and public purpose organizations.Four events held: Global Elegance (fundraising for international projects), Fall Festival (Community culture and entertainment), Golf Tournament (fundraising for specific beneficiary and other local charitable projects), and Year of the Rabbit (Community Culture Celebration through decorated rabbit sculptures sponsored by individuals and businesses).
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02888018
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03123631
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0243327
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023785
IRS990/FeesForServicesAccountingGrp/TotalAmt023785
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt018139
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt018139
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt016.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0Josephine Lucey
IRS990/Form990PartVIISectionAGrp/PersonNm1Bob Adams
IRS990/Form990PartVIISectionAGrp/PersonNm2Rose Ann Woolpert
IRS990/Form990PartVIISectionAGrp/PersonNm3James Davis
IRS990/Form990PartVIISectionAGrp/PersonNm4Pearl Cheng
IRS990/Form990PartVIISectionAGrp/PersonNm5Steve Onishi
IRS990/Form990PartVIISectionAGrp/PersonNm6Byron Rovegno
IRS990/Form990PartVIISectionAGrp/PersonNm7Padma Chari
IRS990/Form990PartVIISectionAGrp/PersonNm8Richard Lowenthal
IRS990/Form990PartVIISectionAGrp/PersonNm9Marj Mancuso
IRS990/Form990PartVIISectionAGrp/PersonNm10Barbara McArthur
IRS990/Form990PartVIISectionAGrp/PersonNm11Rod Sinks
IRS990/Form990PartVIISectionAGrp/PersonNm12Alysa Sakkas
IRS990/Form990PartVIISectionAGrp/PersonNm13Eleanor Watanabe
IRS990/Form990PartVIISectionAGrp/PersonNm14Hung Wei
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt5Club President
IRS990/Form990PartVIISectionAGrp/TitleTxt6At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt7Club SDO
IRS990/Form990PartVIISectionAGrp/TitleTxt8At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt9At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt10Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt11Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt12President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt13At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt14At large
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0149584
IRS990/FundraisingDirectExpensesAmt045706
IRS990/FundraisingGrossIncomeAmt050470
IRS990/GainOrLossGrp/SecuritiesAmt0-100831
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0243327
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0254327
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0254327
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0744044
IRS990/GrossReceiptsAmt01251800
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt066738
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt066738
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02771032
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02841842
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0844875
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide funding through donations and grants to qualified charitable,scientific, educational and public purpose organizations.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03150291
IRS990/NetAssetsOrFundBalancesEOYAmt03384001
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-100831
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-100831
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt04764
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04764
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0224741
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0262273
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0260370
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt022206
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0420
IRS990/OccupancyGrp/TotalAmt0420
IRS990/OfficeExpensesGrp/FundraisingAmt01602
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04458
IRS990/OfficeExpensesGrp/TotalAmt06060
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Event expenses
IRS990/OtherExpensesGrp/Desc1Dues and other charges
IRS990/OtherExpensesGrp/FundraisingAmt012690
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/OtherExpensesGrp/ProgramServicesAmt036629
IRS990/OtherExpensesGrp/TotalAmt049319
IRS990/OtherExpensesGrp/TotalAmt1200
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01225
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Josephine Lucey
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Year of Rabbit specific activities conducted in recognition of Chinese culture, including auctions featuring fiberglass rabbits decorated by local artists.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt047629
IRS990/ProgSrvcAccomActy2Grp/GrantAmt011000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01134523
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0178754
IRS990/PYInvestmentIncomeAmt034531
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt044737
IRS990/PYOtherRevenueAmt04888
IRS990/PYRevenuesLessExpensesAmt0950451
IRS990/PYTotalExpensesAmt0223491
IRS990/PYTotalRevenueAmt01173942
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08969
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0252221
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0350698
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0136000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01012056
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt026478
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0132728
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt015350
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01322612
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0390548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01134523
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0387591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0539804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0315280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02767746
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt066738
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt064003
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034501
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt041914
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt039376
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0246532
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt066738
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt064003
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034501
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt041914
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt039376
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0246532
IRS990ScheduleA/InvestmentIncomeCYPct00.08110
IRS990ScheduleA/InvestmentIncomePYPct00.07560
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04764
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04888
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt09487
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01071
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05379
IRS990ScheduleA/OtherIncome509Grp/TotalAmt025589
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.47540
IRS990ScheduleA/PublicSupportPY509Pct00.49570
IRS990ScheduleA/PublicSupportTotal509Amt01445134
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0136000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01012056
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt026478
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0132728
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt015350
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01322612
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0390548
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01134523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0387591
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0539804

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,384,001
Liabilities
$0
Net assets
$3,384,001
Revenue
$361,219
Expenses
$352,250
Net income
$8,969
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