Civic Intelligence

Rotary Club of Morgan Hill Endowment Fund

EIN 77-0314742 • 501(c)3 • Morgan Hill, CA

Profile

The Rotary Club of Morgan Hill Endowment is a local, non-profit, non-governmental organization dedicated to providing funds to the community for benevolent and/or philanthropic purposes for use in perpetuity. The Endowment is funded through direct tax-deductible contributions from individuals and businesses, and the proceeds of the Rotary Club fund raising activities.

30 Keystone AveMorgan Hill, CA 95037

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

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

Liabilities / Revenue

36th percentile

0.02x

Higher debt load relative to revenue than 36% of similar nonprofits.

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

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

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

Asset Growth

62nd percentile

8.1%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,773,453

Up $133,271 (+8.1%) from 2024

Liabilities

Up

$8,170

Up $7,732 (+1765%) from 2024

Net Assets

Up

$1,765,283

Up $125,539 (+7.7%) from 2024

Operations
Liabilities / Revenue36th percentileNet Margin86th percentile

Revenue

Up

$328,469

Up $45,557 (+16%) from 2024

Expenses

Up

$190,048

Up $68,884 (+57%) from 2024

Net Income

Down

$138,421

Down $23,327 (-14%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $700,114Liabilities 2011: $0Net Assets 2011: $700,1142011Assets 2012: $693,219Liabilities 2012: $0Net Assets 2012: $693,2192012Assets 2013: $767,924Liabilities 2013: $300Net Assets 2013: $767,6242013Assets 2014: $887,904Liabilities 2014: $3,911Net Assets 2014: $883,9932014Assets 2015: $893,876Liabilities 2015: $0Net Assets 2015: $893,8762015Assets 2016: $981,991Liabilities 2016: $0Net Assets 2016: $981,9912016Assets 2017: $1,060,112Liabilities 2017: $25,000Net Assets 2017: $1,035,1122017Assets 2018: $1,035,997Liabilities 2018: $0Net Assets 2018: $1,035,9972018Assets 2019: $1,078,965Liabilities 2019: $0Net Assets 2019: $1,078,9652019Assets 2020: $1,077,422Liabilities 2020: $0Net Assets 2020: $1,077,4222020Assets 2021: $1,402,321Liabilities 2021: $1Net Assets 2021: $1,402,3202021Assets 2022: $1,316,938Liabilities 2022: $2,350Net Assets 2022: $1,314,5882022Assets 2023: $1,483,433Liabilities 2023: $5,000Net Assets 2023: $1,478,4332023Assets 2024: $1,640,182Liabilities 2024: $438Net Assets 2024: $1,639,7442024Assets 2025: $1,773,453Liabilities 2025: $8,170Net Assets 2025: $1,765,2832025

Highlighted filing

2025

Assets$1,773,453
Liabilities$8,170
Net Assets$1,765,283
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $201,833Expenses 2011: $61,028Net Income 2011: $140,8052011Revenue 2012: $85,527Expenses 2012: $92,422Net Income 2012: -$6,8952012Revenue 2013: $166,214Expenses 2013: $91,809Net Income 2013: $74,4052013Revenue 2014: $238,048Expenses 2014: $121,679Net Income 2014: $116,3692014Revenue 2015: $126,672Expenses 2015: $116,789Net Income 2015: $9,8832015Revenue 2016: $170,691Expenses 2016: $82,576Net Income 2016: $88,1152016Revenue 2017: $179,861Expenses 2017: $126,740Net Income 2017: $53,1212017Revenue 2018: $219,708Expenses 2018: $218,823Net Income 2018: $8852018Revenue 2019: $176,765Expenses 2019: $133,797Net Income 2019: $42,9682019Revenue 2020: $113,097Expenses 2020: $114,640Net Income 2020: -$1,5432020Revenue 2021: $390,742Expenses 2021: $65,844Net Income 2021: $324,8982021Revenue 2022: $173,661Expenses 2022: $261,393Net Income 2022: -$87,7322022Revenue 2023: $259,545Expenses 2023: $95,700Net Income 2023: $163,8452023Revenue 2024: $282,912Expenses 2024: $121,164Net Income 2024: $161,7482024Revenue 2025: $328,469Expenses 2025: $190,048Net Income 2025: $138,4212025

Highlighted filing

2025

Revenue$328,469
Expenses$190,048
Net Income$138,421
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,773,453
Liabilities
$8,170
Net assets
$1,765,283
Revenue
$328,469
Expenses
$190,048
Net income
$138,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.77$0.33$0.19$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.28$0.12$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.01$1.48$0.26$0.10$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.31$0.17$0.26$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.39$0.07$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.11$0.11$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.18$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.22$0.22$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.03$1.04$0.18$0.13$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.17$0.08$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.13$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.88$0.24$0.12$0.12
2013Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.17$0.09$0.07
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.09$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$0.20$0.06$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 19, 2025
Return Version
2024v5.2
Gross Receipts
$391,919
Mission and Program Overview

Mission

The Rotary Club of Morgan Hill Endowment is a local, non-profit, non-governmental organization dedicated to providing funds to the community for benevolent and/or philanthropic purposes for use in perpetuity. The Endowment is funded through direct tax-deductible contributions from individuals and businesses, and the proceeds of the Rotary Club fund raising activities.

The Endowment receives funds from individuals, families, trusts, foundations and corporations seeking to realize the satisfaction and tax benefits of their contributions. Every year, interest and dividends from your gifts are used for all philanthropic giving of the Club.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,639,744$1,765,283▲ $125,539
Investments in Publicly Traded Securities$1,406,540$1,631,351▲ $224,811
Savings and Temporary Cash Investments$230,260$141,842▼ $88,418
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$1,640,182$1,773,453▲ $133,271
Other Assets Total$3,382$260▼ $3,122
Liabilities
Deferred Revenue-$4,810-
Accounts Payable and Accrued Expenses$438$3,360▲ $2,922
Total Liabilities$438$8,170▲ $7,732
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,639,744$1,765,283▲ $125,539
Total Liabilities and Net Assets / Fund Balance$1,640,182$1,773,453▲ $133,271
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jeff PerkinsPresident
Mike JohnsonCFO
Steve TateSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$23,013
Program Service Revenue
$0
Investment Income
$152,970
Other Revenue
$152,486
Change in Net Assets
$138,421
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,048
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$15,004--$15,004
All Other Expenses$14,637--$14,637
Fees for Services Accounting$12,000--$12,000
Total Functional Expenses$190,048$0$0$190,048
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$215,936
Fundraising Direct Expenses$63,450
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Net Income$158,660$158,660$29,810$128,850
Golf Tournament$57,276$57,276$33,640$23,636
Total Events$215,936$215,936$63,450$152,486
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
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
No
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“Docs are available upon request”

Filing and Contact Details

Filer

Filer Name
Rotary Club of Morgan Hill Endowment
EIN
77-0314742
Address
30 KEYSTONE AVE, MORGAN HILL, CA 95037

Signing Officer

Name
Jeff Perkins
Title
President
Signed
2025-11-19

Organization Details

Principal Officer
Jeff Perkins
Formed
1992
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
100
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0116316
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt066996
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt049267
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt059295
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt035620
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0327494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0116316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt066996
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt049267
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt059295
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt035620
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0327494
IRS990ScheduleA/InvestmentIncomeCYPct00.54690
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.45310
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019637
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100922
IRS990ScheduleA/Total509Grp/TotalAmt0271371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0139329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0112810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0131252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0136542
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0598865
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt063450
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING NET INCOME
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0158660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt057276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0215936
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0158660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt057276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0215936
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0152486
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt063450
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029810
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt033640
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01773453
IRS990/TotalAssetsGrp/BOYAmt01640182
IRS990/TotalAssetsGrp/EOYAmt01773453
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt023013
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190048
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190048
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0438
IRS990/TotalLiabilitiesEOYAmt08170
IRS990/TotalLiabilitiesGrp/BOYAmt0438
IRS990/TotalLiabilitiesGrp/EOYAmt08170
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01639744
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01765283
IRS990/TotalProgramServiceExpensesAmt0190048
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0152486
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0152970
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0328469
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01640182
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01773453
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt030 KEYSTONE AVE
IRS990/USAddress/CityNm0MORGAN HILL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095037
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF PERKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF MORGAN HILL ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0770314742
ReturnHeader/Filer/USAddress/AddressLine1Txt030 KEYSTONE AVE
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-22T11:54:57-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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