Civic Intelligence

Cupertino Rotary Endowment Foundation

990 • Fiscal year 2014 • EIN 77-0288042

Jul 01, 2013 to Jun 30, 2014

Cupertino, CA
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

87th percentile

31%

Faster asset growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

39%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,511,019

Up $353,490 (+31%) from 2013

Net Assets

Up

$1,506,619

Up $374,212 (+33%) from 2013

Liabilities

Down

$4,400

Down $20,722 (-82%) from 2013

Revenue

Up

$482,937

Up $136,454 (+39%) from 2013

Expenses

Down

$216,951

Down $47,046 (-18%) from 2013

Net Income

Up

$265,986

Up $183,500 (+222%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$1,511,019
Liabilities$4,400
Net Assets$1,506,619

Operations Trend

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

2014

Revenue$482,937
Expenses$216,951
Net Income$265,986
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Mission and Program Overview

Mission

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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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