Civic Intelligence

Santa Clara Rotary Foundation

990 • Fiscal year 2017 • EIN 77-0386744

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 25, 2017

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

56th percentile

0.06x

Higher debt load relative to assets than 56% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.28x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

62nd percentile

8.7%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

15%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$578,163

Up $64,014 (+12%) from 2016

Net Assets

Up

$543,163

Up $32,674 (+6.4%) from 2016

Liabilities

Up

$35,000

Up $31,340 (+856%) from 2016

Revenue

Up

$124,379

Up $16,504 (+15%) from 2016

Expenses

Up

$113,515

Up $59,010 (+108%) from 2016

Net Income

Down

$10,864

Down $42,506 (-80%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$578,163
Liabilities$35,000
Net Assets$543,163

Operations Trend

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

2017

Revenue$124,379
Expenses$113,515
Net Income$10,864
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 25, 2017
Return Version
2016v3.0
Gross Receipts
$251,917
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$514,149$543,163▲ $29,014
Investments Other Securities$333,539$351,686▲ $18,147
Savings and Temporary Cash Investments$170,610$215,904▲ $45,294
Land, Buildings, and Equipment, Net$0$10,273▲ $10,273
Accounts Receivable$10,000$300▼ $9,700
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$514,149$578,163▲ $64,014
Liabilities
Other Liabilities$0$35,000▲ $35,000
Total Liabilities$0$35,000▲ $35,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$514,149$543,163▲ $29,014
Total Liabilities and Net Assets / Fund Balance$514,149$578,163▲ $64,014

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,273$1,182$9,455
Leasehold Improvements$2,000-$2,000
Other Securities$351,686--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stewart CusimanoPresident
Lou Ann AlexanderVice President
Danny HolderBoard Member
Joe SweeneyBoard Member
Miten MarfatiaBoard Member
Nick StreitBoard Member
Andy RatermanSec- TREASURER
Revenue and Support

Revenue Composition

Contributions and Grants
$42,493
Program Service Revenue
$61,707
Investment Income
$284
Other Revenue
$19,895
All Other Contributions
$743
Change in Net Assets
$10,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$113,515
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$108,243$2,634-$110,877
Other Expenses-$1,456-$1,456
Depreciation Depletion-$1,182-$1,182
Total Functional Expenses$108,243$5,272$0$113,515
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$147,433
Fundraising Direct Expenses$127,538
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silicon Valley Bar B Que$183,745$141,995$127,538$14,457
Art & Wine$5,438$5,438-$5,438
Total Events$189,183$147,433$127,538$19,895
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contingent Raffle Expenses$35,000
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 11B

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
Joe Sweeney
Title
Board Member
Phone
4082862200
Signed
2017-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Sweeney
Formed
1994
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
85

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 IX, line 11G

bank charges: Program service expenses 0. Management and general expenses 120. Fundraising expenses 0. Total expenses 120. program service costs: Program service expenses 108,243. Management and general expenses 0. Fundraising expenses 0. Total expenses 108,243. BOE Audit: Program service expenses 0. Management and general expenses 2,514. Fundraising expenses 0. Total expenses 2,514.

Form 990, Part XI, line 9:

Rounding 1.

Raw XML AppendixShowing 400 of 440 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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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE SANTA CLARA ROTARY FOUNDATION WANTS TO SAY "THANKS" FOR HONORABLE MILITARY SERVICE TO DESERVING LOCAL U.S. VETERANS. OUR MAIN FOCUS WILL BE THE DISABLED VETS THAT REQUIRE MOBILITY AIDS OR A HANDICAPPED ACCESSIBLE UPGRADE TO THEIR LIVING QUARTERS. WE WANT TO IDENTIFY VETERANS IN NEED, RAISE FUNDS AND THEN INPROVE THE QUALITY OF THE VETERAN'S LIFE. WE WILL PARTNER WITH LOCAL CONSTRUCTION COMP0ANIES AND MEDICAL EQUIPMENT PROVIDERS TO MINIMIZE COSTS THAT WILL ENABLE US TO REACH AS MANY DESERVING VETERANS AS POSSIBLE.
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0284
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0558
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0674
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015387
IRS990ScheduleA/InvestmentIncomeCYPct00.03550
IRS990ScheduleA/InvestmentIncomePYPct00.03840
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt019895
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt065756
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt06500
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt015252
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt017928
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0125331
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.67540
IRS990ScheduleA/PublicSupportPY509Pct00.58650
IRS990ScheduleA/PublicSupportTotal509Amt0292786
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0104200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050733
IRS990ScheduleA/Total509Grp/TotalAmt0292786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0124379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0107875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069335
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0433504
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/EquipmentGrp/BookValueAmt08273
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01182
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09455
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02000
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Contingent Raffle Expenses
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0351686
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Investments
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010273
IRS990ScheduleD/TotalBookValueSecuritiesAmt0351686
IRS990ScheduleD/TotalLiabilityAmt035000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt041750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt041750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0127538
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SILICON VALLEY BAR B QUE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Art & Wine
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0183745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0189183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0141995
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0147433
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019895
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0127538
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0127538
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED AT ITS BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY THE BOARD AT MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST ALL DOCUMENTS ARE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3bank charges: Program service expenses 0. Management and general expenses 120. Fundraising expenses 0. Total expenses 120. program service costs: Program service expenses 108,243. Management and general expenses 0. Fundraising expenses 0. Total expenses 108,243. BOE Audit: Program service expenses 0. Management and general expenses 2,514. Fundraising expenses 0. Total expenses 2,514.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rounding 1.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0514149
IRS990/TotalAssetsEOYAmt0578163
IRS990/TotalAssetsGrp/BOYAmt0514149
IRS990/TotalAssetsGrp/EOYAmt0578163
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt042493
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05272
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0108243
IRS990/TotalFunctionalExpensesGrp/TotalAmt0113515
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt035000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt035000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0514149
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0543163
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt038064
IRS990/TotalOtherProgSrvcRevenueAmt040739
IRS990/TotalProgramServiceExpensesAmt0108243
IRS990/TotalProgramServiceRevenueAmt061707
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020179
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt061707
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0124379
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt085
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0514149
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0578163
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

Document Assets

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Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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