Civic Intelligence

Santa Clara Rotary Foundation

EIN 77-0386744 • 501(c)3 • San Jose, CA

Profile

Scholarships, youth and community services

333 W Santa Clara St 800San Jose, CA 95113

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

64th percentile

9.7%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

6.4%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$693,313

Up $61,144 (+9.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$693,313

Up $61,144 (+9.7%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin81st percentile

Revenue

Up

$79,820

Up $4,812 (+6.4%) from 2024

Expenses

Up

$55,391

Up $10,554 (+24%) from 2024

Net Income

Down

$24,429

Down $5,742 (-19%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$800K$600K$400K$200K$0Assets 2012: $423,831Liabilities 2012: $26,2002012Assets 2013: $450,755Liabilities 2013: $20,000Net Assets 2013: $430,7552013Assets 2014: $446,908Liabilities 2014: $7,000Net Assets 2014: $439,9082014Assets 2015: $447,355Liabilities 2015: $0Net Assets 2015: $447,3552015Assets 2016: $514,149Liabilities 2016: $3,660Net Assets 2016: $510,4892016Assets 2017: $578,163Liabilities 2017: $35,000Net Assets 2017: $543,1632017Assets 2018: $593,316Liabilities 2018: $0Net Assets 2018: $593,3162018Assets 2019: $642,210Liabilities 2019: $15,691Net Assets 2019: $626,5192019Assets 2020: $579,093Liabilities 2020: $0Net Assets 2020: $579,0932020Assets 2021: $635,223Liabilities 2021: $0Net Assets 2021: $635,2232021Assets 2022: $583,925Liabilities 2022: $0Net Assets 2022: $583,9252022Assets 2023: $601,694Liabilities 2023: $0Net Assets 2023: $601,6942023Assets 2024: $632,169Liabilities 2024: $0Net Assets 2024: $632,1692024Assets 2025: $693,313Liabilities 2025: $0Net Assets 2025: $693,3132025

Highlighted filing

2025

Assets$693,313
Liabilities$0
Net Assets$693,313
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

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

$200K$100K$0-$100KRevenue 2012: $105,604Expenses 2012: $37,075Net Income 2012: $68,5292012Revenue 2013: $81,957Expenses 2013: $48,833Net Income 2013: $33,1242013Revenue 2014: $73,392Expenses 2014: $50,433Net Income 2014: $22,9592014Revenue 2015: $71,105Expenses 2015: $33,650Net Income 2015: $37,4552015Revenue 2016: $107,875Expenses 2016: $54,505Net Income 2016: $53,3702016Revenue 2017: $124,379Expenses 2017: $113,515Net Income 2017: $10,8642017Revenue 2018: $174,490Expenses 2018: $125,933Net Income 2018: $48,5572018Revenue 2019: $95,404Expenses 2019: $68,492Net Income 2019: $26,9122019Revenue 2020: $36,004Expenses 2020: $61,976Net Income 2020: -$25,9722020Revenue 2021: $18,013Expenses 2021: $38,361Net Income 2021: -$20,3482021Revenue 2022: $29,842Expenses 2022: $31,615Net Income 2022: -$1,7732022Revenue 2023: $80,569Expenses 2023: $36,262Net Income 2023: $44,3072023Revenue 2024: $75,008Expenses 2024: $44,837Net Income 2024: $30,1712024Revenue 2025: $79,820Expenses 2025: $55,391Net Income 2025: $24,4292025

Highlighted filing

2025

Revenue$79,820
Expenses$55,391
Net Income$24,429
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$693,313
Liabilities
$0
Net assets
$693,313
Revenue
$79,820
Expenses
$55,391
Net income
$24,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.80$0.55$0.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.32$0.00$6.32$0.75$0.45$0.30
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.00$6.02$0.81$0.36$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$0.00$5.84$0.30$0.32$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.35$0.00$6.35$0.18$0.38$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$0.00$5.79$0.36$0.62$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$0.16$6.27$0.95$0.68$0.27
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.93$0.00$5.93$1.74$1.26$0.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$0.35$5.43$1.24$1.14$0.11
2016Detailed filing. Detailed filing data is available for this year.$5.14$0.04$5.10$1.08$0.55$0.53
2015Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.71$0.34$0.37
2014Detailed filing. Detailed filing data is available for this year.$4.47$0.07$4.40$0.73$0.50$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.51$0.20$4.31$0.82$0.49$0.33
2012Summary only. Only limited summary data is available for this year.$4.24$0.26$1.06$0.37$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 18, 2025
Return Version
2024v5.2
Gross Receipts
$154,547
Mission and Program Overview

Mission

Scholarships and youth & senior activities and related community activities programs.

Scholarships and youth & senior activities and related community programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$632,169$693,313▲ $61,144
Investments in Publicly Traded Securities$528,586$583,874▲ $55,288
Savings and Temporary Cash Investments$102,099$108,104▲ $6,005
Land, Buildings, and Equipment, Net$1,484$1,335▼ $149
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$632,169$693,313▲ $61,144
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$632,169$693,313▲ $61,144
Total Liabilities and Net Assets / Fund Balance$632,169$693,313▲ $61,144

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,335$14,361$15,696
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Dan HolderPresident
Ismael PerezBoard Member
Tim FordBoard Member
Tressa WilliamsBoard Member
Mike SellersSecretary
Nick StreitTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,178
Program Service Revenue
$0
Investment Income
$23,788
Other Revenue
$37,854
All Other Contributions
$18,178
Change in Net Assets
$24,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,391
Grants and Similar Amounts Paid$16,000
Total Fundraising Expense$149
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$16,000--$16,000
Fees for Service Investment Mgmnt Fees-$5,142-$5,142
Office Expenses-$219-$219
Depreciation Depletion--$149$149
Other Expenses$33,676$130-$130
Fees for Services Legal-$75-$75
Total Functional Expenses$49,676$5,566$149$55,391
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$112,581
Fundraising Direct Expenses$74,727
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art & Wine$112,581$112,581$57,717$54,864
Total Events$112,581$112,581$74,727$37,854
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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

“Reviewed at its board meeting.”

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

“Reviewed by the board at meetings every quarter”

Form 990, Part VI, Section C, Line 19

“Upon request all documents are available.”

Filing and Contact Details

Filer

Filer Name
Santa Clara Rotary Foundation
EIN
77-0386744
Phone
4082862200
Address
333 W SANTA CLARA ST 800, SAN JOSE, CA 95113

Signing Officer

Name
Nicholas G Streit
Title
Treasurer
Phone
4089181554
Signed
2025-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicholas G Streit
Formed
1994
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
45

Preparer

Firm
Ppco Advisors LLC
Address
333 W SANTA CLARA ST SUITE 800, SAN JOSE, CA 95113-1716
Preparer
Nicholas G Streit
Phone
4082877911
Raw XML Appendix385 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
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IRS990/BooksInCareOfDetail/PhoneNum04089181554
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 W SANTA CLARA ST STE 800
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095113
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt018178
IRS990/CYGrantsAndSimilarPaidAmt016000
IRS990/CYInvestmentIncomeAmt023788
IRS990/CYOtherExpensesAmt039391
IRS990/CYOtherRevenueAmt037854
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt024429
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalFundraisingExpenseAmt0149
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt079820
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0149
IRS990/DepreciationDepletionGrp/TotalAmt0149
IRS990/Desc0STEPS FOR SUCCESS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt012725
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt075
IRS990/FeesForServicesLegalGrp/TotalAmt075
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05142
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05142
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DAN HOLDER
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE SELLERS
IRS990/Form990PartVIISectionAGrp/PersonNm2NICK STREIT
IRS990/Form990PartVIISectionAGrp/PersonNm3TRESSA WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4ISMAEL PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm5TIM FORD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/FundraisingGrossIncomeAmt0112581
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt016000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt016000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0154547
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023788
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0528586
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0583874
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICE COSTS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
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IRS990ScheduleA/InvestmentIncomePYPct00.36360
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt012672
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt016731
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01962
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0-2736
IRS990ScheduleA/OtherIncome509Grp/TotalAmt066483
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.42650
IRS990ScheduleA/PublicSupportPY509Pct00.50760
IRS990ScheduleA/PublicSupportTotal509Amt0120798
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045229
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06650
IRS990ScheduleA/Total509Grp/TotalAmt0120798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt080569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029842
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018013
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0283252
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01335
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014361
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015696
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01335
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt074727
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ART & WINE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt017010
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0112581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0112581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0112581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0112581
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037854
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt057717
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt057717
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED AT ITS BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY THE BOARD AT MEETINGS EVERY QUARTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST ALL DOCUMENTS ARE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0632169
IRS990/TotalAssetsEOYAmt0693313
IRS990/TotalAssetsGrp/BOYAmt0632169
IRS990/TotalAssetsGrp/EOYAmt0693313
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt018178
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0149
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05566
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt049676
IRS990/TotalFunctionalExpensesGrp/TotalAmt055391
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0632169
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0693313
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt011792
IRS990/TotalProgramServiceExpensesAmt049676
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt061642
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt079820
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt045
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0632169
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0693313
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0333 W SANTA CLARA ST 800
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095113
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NICHOLAS G STREIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04089181554
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA CLARA ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0770386744
ReturnHeader/Filer/PhoneNum04082862200
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 W SANTA CLARA ST 800
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095113
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934739451
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PPCO ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 W SANTA CLARA ST SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951131716
ReturnHeader/PreparerPersonGrp/PhoneNum04082877911
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS G STREIT
ReturnHeader/ReturnTs02026-01-14T14:19:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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