Civic Intelligence

Cupertino Rotary Endowment Foundation

990 • Fiscal year 2025 • EIN 77-0288042

Jul 01, 2024 to Jun 30, 2025

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

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

110%

Faster revenue growth than 94% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,216,703

Up $486,073 (+13%) from 2024

Net Assets

Up

$4,216,703

Up $486,073 (+13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin75th percentile

Revenue

Up

$850,758

Up $445,588 (+110%) from 2024

Expenses

Up

$675,823

Up $291,061 (+76%) from 2024

Net Income

Up

$174,935

Up $154,527 (+757%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$6.0M$4.0M$2.0M$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: $3,730,6302024Assets 2025: $4,216,703Liabilities 2025: $0Net Assets 2025: $4,216,7032025

Highlighted filing

2025

Assets$4,216,703
Liabilities$0
Net Assets$4,216,703
Open 2025 Filing

Operations Trend

Revenue Growth94th 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: $20,4082024Revenue 2025: $850,758Expenses 2025: $675,823Net Income 2025: $174,9352025

Highlighted filing

2025

Revenue$850,758
Expenses$675,823
Net Income$174,935
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 31, 2026
Return Version
2024v5.2
Gross Receipts
$1,171,618
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$3,193,901$3,649,213▲ $455,312
Savings and Temporary Cash Investments$390,879$536,589▲ $145,710
Cash and Non-Interest-Bearing Accounts$143,100$22,901▼ $120,199
Pledges and Grants Receivable$2,750$8,000▲ $5,250
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$3,730,630$4,216,703▲ $486,073
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,419,085$3,735,263▲ $316,178
Net Assets Without Donor Restrictions$311,545$481,440▲ $169,895
Total Net Assets Fund Balance$3,730,630$4,216,703▲ $486,073
Total Liabilities and Net Assets / Fund Balance$3,730,630$4,216,703▲ $486,073

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,229,803$339,452▲ $388,316-$3,659,571
2023$2,998,526$26,204▲ $340,073-$3,229,803
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
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Steve OnishiPresident
Richard LowenthalVice President
Alysa SakkasAt Large
Barbara McArthurAt Large
Derek PestaAt Large
Jeff MoeAt Large
Jim DavisAt Large
Jo LuceyAt Large
Kathy YatesAt Large
Kiran Varshneya-RohraAt Large
Marj MancusoAt Large
Padma ChariAt Large
Pearl ChengAt Large
William WilsonAt Large
Joe GlynnSecretary
Byron RovegnoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$737,156
Program Service Revenue
$0
Investment Income
$119,309
Other Revenue
$-5,707
All Other Contributions
$509,813
Change in Net Assets
$174,935

Audited Revenue Reconciliation

Revenue per Audited Statements
$829,347
Revenue Not Reported on Financial Statements
$21,411
Revenue Not Reported on Form 990
$400,711
Total Revenue per Audited Statements
$1,230,058
Total Revenue per Form 990
$850,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$618,656
Other Expenses$57,167
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$618,656--$618,656
Fees for Services Accounting-$26,900-$26,900
Fees for Service Investment Mgmnt Fees-$21,411-$21,411
Office Expenses-$8,219-$8,219
Information Technology-$540-$540
Other Expenses-$97-$97
Total Functional Expenses$618,656$57,167$0$675,823

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$743,131
Total Expenses per Form 990$675,823
Expenses per Audited Statements$654,412
Expenses Not Reported on Form 990$88,719
Expenses Not Reported on Financial Statements$21,411
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
World Vision IncFederal Way, WA-International Project$221,000
Rotary D5170 FoundationLivermore, CAgovVarious charitable activities$163,425
Foothill-DeAnza FoundationLos Altos, CA501(c)(3)College Scholarships$30,114
SjsuSan Jose, CA501(c)(3)scholarships$30,000
Dero ARChattanooga, TN501(c)(3)bike racks$25,440
Bill Wilson CenterSanta Clara, CA501(c)(3)Golf Tournament Beneficiary$21,150
West Valley Community ServCupertino, CA501(c)(3)Back to School Shopping$12,148
Pacific ClinicsLos Gatos, CA501(c)(4)Hope Center$11,466
The Rotary FoundationChicago, IL501(c)(3)Mobile Emergency Clinic$8,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$76,239
Fundraising Gross Income$70,532
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourn.$104,994$30,625$4,642$25,983
Global Elegance$122,850$23,110$2,575$20,535
Total Events$285,875$70,532$76,239$-5,707
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
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Approval by Treasurer and President; then distributed by email to the full board prior to a board meeting.”

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

“Directors sign conflict of interest policy statement each new fiscal year and are expected to report any conflicts arising in the course of the year.”

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
2026-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Onishi
Formed
1992
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
274

Preparer

Firm
Iryna AC
Address
1000 Broadway Ste 200-C, Oakland, CA 94607
Preparer
Kostyantyn Oreshkov EA
Phone
5104679506
Supplemental Narrative

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, 2025, the board approved a spending level and appropriated $298,000.”

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, 2025.”

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

“Special event (net) $76239 Related org. (consolidated) $854”

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

“Special event (net) $76239”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
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IRS990/PoliticalCampaignActyInd0false
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Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,216,703
Liabilities
$0
Net assets
$4,216,703
Revenue
$850,758
Expenses
$675,823
Net income
$174,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.85$0.68$0.17
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