Civic Intelligence

Santa Clara Rotary Foundation

990 • Fiscal year 2016 • EIN 77-0386744

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 20, 2016

Organization ProfileN/A
333 W Santa Clara St No 750San Jose, CA 95113

(408) 286-2200

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

92nd percentile

49%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

52%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$514,149

Up $66,794 (+15%) from 2015

Net Assets

Up

$510,489

Up $63,134 (+14%) from 2015

Liabilities

Up

$3,660

Up $3,660 from 2015

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin92nd percentile

Revenue

Up

$107,875

Up $36,770 (+52%) from 2015

Expenses

Up

$54,505

Up $20,855 (+62%) from 2015

Net Income

Up

$53,370

Up $15,915 (+42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$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

2016

Assets$514,149
Liabilities$3,660
Net Assets$510,489
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$107,875
Expenses$54,505
Net Income$53,370
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 20, 2016
Return Version
2015v2.1
Gross Receipts
$192,603
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
Cap Stk Tr Prin Current Funds$482,519$510,489▲ $27,970
Investments Other Securities$358,937$333,539▼ $25,398
Savings and Temporary Cash Investments$123,582$170,610▲ $47,028
Accounts Receivable-$10,000-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$482,519$514,149▲ $31,630
Liabilities
Deferred Revenue-$3,660-
Total Liabilities$0$3,660▲ $3,660
Net Assets / Fund Balance
Total Net Assets Fund Balance$482,519$510,489▲ $27,970
Total Liabilities and Net Assets / Fund Balance$482,519$514,149▲ $31,630

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$333,539--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Danny HolderPresident
Stewart CusimanoVice President
Andy RatermanBoard Members
Anton MorecBoard Members
Joe SweeneyBoard Members
Miten MarfatiaBoard Members
Lou Ann AlexanderSec- Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$712
Program Service Revenue
$41,271
Investment Income
$136
Other Revenue
$65,756
All Other Contributions
$712
Change in Net Assets
$53,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,505
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
Fees for Services Other$54,273$160-$54,433
Other Expenses-$72-$72
Total Functional Expenses$54,273$232$0$54,505
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$150,484
Fundraising Direct Expenses$84,728
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silicon Valley Bar B Que$139,300$139,300$41,186$98,114
City Special Events - Supper Bowl$11,184$11,184-$11,184
Total Events$150,484$150,484$84,728$65,756
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 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 11

“Reviewed at its board meeting.”

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

“Reviewed by the board at meetings.”

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 No 750, San Jose, CA 95113

Signing Officer

Name
Danny Holder
Title
President
Phone
4082862200
Signed
2016-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danny Holder
Formed
1994
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
99

Preparer

Firm
Delucchi Hawn LLP
Address
333 W Santa Clara St Ste 750, San Jose, CA 95113-1716
Preparer
George P Delucchi
Phone
4082862200
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 2

“As Part of the community service that the foundation will undertake; Starting in 2016, the foundation would like to say "thanks to deserving local U S Veterans for their honorable military service. Our main focus will be the disabled vets that require mobiliity aids or a handicapped accessible upgrade to their living quarters. We want to identify veterans in need, raise funds and then improve the quality of the veteran's life. We will partner with local constuction companies and medical equipment providers to minimize costs, which will enable us to reach as many deserving veterans as possible.”

Form 990, Part IX, line 11G

“bank charges: Program service expenses 0. Management and general expenses 160. Fundraising expenses 0. Total expenses 160. program service costs: Program service expenses 54,273. Management and general expenses 0. Fundraising expenses 0. Total expenses 54,273.”

Form 990, Part XI, line 9:

“rounding 1.”

Raw XML Appendix400 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.

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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050621
IRS990ScheduleA/Total509Grp/TotalAmt0239207
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0107875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069335
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098701
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0407826
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0333539
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Investments
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0333539
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt021000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt021000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt084728
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt05800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SILICON VALLEY BAR B QUE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CITY SPECIAL EVENTS - SUPPER BOWL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt016742
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt016742
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0139300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0150484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0139300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0150484
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt065756
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041186
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt041186
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0As Part of the community service that the foundation will undertake; Starting in 2016, the foundation would like to say "thanks to deserving local U S Veterans for their honorable military service. Our main focus will be the disabled vets that require mobiliity aids or a handicapped accessible upgrade to their living quarters. We want to identify veterans in need, raise funds and then improve the quality of the veteran's life. We will partner with local constuction companies and medical equipment providers to minimize costs, which will enable us to reach as many deserving veterans as possible.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED AT ITS BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY THE BOARD AT MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST ALL DOCUMENTS ARE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4bank charges: Program service expenses 0. Management and general expenses 160. Fundraising expenses 0. Total expenses 160. program service costs: Program service expenses 54,273. Management and general expenses 0. Fundraising expenses 0. Total expenses 54,273.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5rounding 1.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0482519
IRS990/TotalAssetsEOYAmt0514149
IRS990/TotalAssetsGrp/BOYAmt0482519
IRS990/TotalAssetsGrp/EOYAmt0514149
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0712
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0232
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054273
IRS990/TotalFunctionalExpensesGrp/TotalAmt054505
IRS990/TotalGrossUBIAmt0136
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt03660
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt03660
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0482519
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0510489
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt054273
IRS990/TotalProgramServiceRevenueAmt041271
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt065756
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041271
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0107875
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0136
IRS990/TotalVolunteersCnt099
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0482519
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0514149
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0333 W Santa Clara St No 750
IRS990/USAddress/CityNm0San Jose
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095113
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Danny Holder
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04082862200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Santa Clara Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0770386744
ReturnHeader/Filer/PhoneNum04082862200
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 W Santa Clara St No 750
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095113
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942847272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Delucchi Hawn LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 W Santa Clara St Ste 750
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951131716
ReturnHeader/PreparerPersonGrp/PhoneNum04082862200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George P Delucchi
ReturnHeader/ReturnTs02016-10-31T15:23:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$514,149
Liabilities
$3,660
Net assets
$510,489
Revenue
$107,875
Expenses
$54,505
Net income
$53,370
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