Civic Intelligence

Santa Clara Rotary Foundation

990 • Fiscal year 2018 • EIN 77-0386744

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 15, 2018

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

53rd percentile

2.6%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$593,316

Up $15,153 (+2.6%) from 2017

Net Assets

Up

$593,316

Up $50,153 (+9.2%) from 2017

Liabilities

Down

$0

Down $35,000 (-100%) from 2017

Revenue

Up

$174,490

Up $50,111 (+40%) from 2017

Expenses

Up

$125,933

Up $12,418 (+11%) from 2017

Net Income

Up

$48,557

Up $37,693 (+347%) from 2017

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

2018

Assets$593,316
Liabilities$0
Net Assets$593,316

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

2018

Revenue$174,490
Expenses$125,933
Net Income$48,557
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 15, 2018
Return Version
2017v2.3
Gross Receipts
$337,612
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$543,163$593,316▲ $50,153
Investments Other Securities$351,686$403,282▲ $51,596
Savings and Temporary Cash Investments$215,904$177,511▼ $38,393
Land, Buildings, and Equipment, Net$10,273$12,223▲ $1,950
Accounts Receivable$300$300→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$578,163$593,316▲ $15,153
Liabilities
Other Liabilities$35,000$0▼ $35,000
Total Liabilities$35,000$0▼ $35,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$543,163$593,316▲ $50,153
Total Liabilities and Net Assets / Fund Balance$578,163$593,316▲ $15,153

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,223$3,473$15,696
Other Securities$403,282--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lou Ann AlexanderPresident
Andy RatermanVice President
Joe SweeneyBoard Member
John MlnarikBoard Member
Nick StreitBoard Member
Stewart CusimanoBoard Member
Miten MarfatiaSec - Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,454
Program Service Revenue
$81,073
Investment Income
$344
Other Revenue
$59,619
All Other Contributions
$12,154
Change in Net Assets
$48,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$125,933
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$117,876$5,716-$123,592
Depreciation Depletion-$2,291-$2,291
Other Expenses-$50-$50
Total Functional Expenses$117,876$8,057$0$125,933
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$222,741
Fundraising Direct Expenses$163,122
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silicon Valley Bbq$225,030$203,730$161,246$42,484
Art & Wine$19,011$19,011$1,876$17,135
Total Events$244,041$222,741$163,122$59,619
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 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
Nicholas G Streit
Title
Board Member
Phone
4082862200
Signed
2018-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicholas G Streit
Formed
1994
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
90

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

Program service costs: program service expenses 117,876. Management and general expenses 0. Fundraising expenses 0. Total expenses 117,876. Scfr program banners: program service expenses 0. Management and general expenses 1,646. Fundraising expenses 0. Total expenses 1,646. Administrative expenses: program service expenses 0. Management and general expenses 220. Fundraising expenses 0. Total expenses 220. Rotary club - space center: program service expenses 0. Management and general expenses 3,850. Fundraising expenses 0. Total expenses 3,850.

Raw XML AppendixShowing 400 of 411 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt0300
IRS990/AccountsReceivableGrp/EOYAmt0300
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SCHOLARSHIPS AND YOUTH & SENIOR ACTIVITIES AND RELATED COMMUNITY PROGRAMS.
IRS990/AllOtherContributionsAmt012154
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GEORGE P DELUCCHI
IRS990/BooksInCareOfDetail/PhoneNum04089181551
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 W SANTA CLARA ST STE 750
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095113
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
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/ContriRptFundraisingEventAmt021300
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt033454
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0344
IRS990/CYOtherExpensesAmt0125933
IRS990/CYOtherRevenueAmt059619
IRS990/CYProgramServiceRevenueAmt081073
IRS990/CYRevenuesLessExpensesAmt048557
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0125933
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0174490
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02291
IRS990/DepreciationDepletionGrp/TotalAmt02291
IRS990/Desc0SCHOLARSHIPS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt024000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05716
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0117876
IRS990/FeesForServicesOtherGrp/TotalAmt0123592
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDY RATERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN MLNARIK
IRS990/Form990PartVIISectionAGrp/PersonNm2STEWART CUSIMANO
IRS990/Form990PartVIISectionAGrp/PersonNm3LOU ANN ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm4NICK STREIT
IRS990/Form990PartVIISectionAGrp/PersonNm5JOE SWEENEY
IRS990/Form990PartVIISectionAGrp/PersonNm6MITEN MARFATIA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SEC - TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt021300
IRS990/FundraisingDirectExpensesAmt0163122
IRS990/FundraisingGrossIncomeAmt0222741
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0337612
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0344
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0344
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0351686
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0403282
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03473
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010273
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012223
IRS990/LandBldgEquipCostOrOtherBssAmt015696
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SCHOLARSHIPS AND YOUTH & SENIOR ACTIVITIES AND RELATED COMMUNITY ACTIVITIES PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0543163
IRS990/NetAssetsOrFundBalancesEOYAmt0593316
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt059619
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt059619
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01596
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050
IRS990/OtherExpensesGrp/TotalAmt050
IRS990/OtherLiabilitiesGrp/BOYAmt035000
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NICHOLAS G STREIT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0VETERANS
IRS990/ProgramServiceRevenueGrp/Desc1ELC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt077813
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt077813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13260
IRS990/ProgSrvcAccomActy2Grp/Desc0STEPS FOR SUCCESS AND CHRISTMAS FOR KIDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt019147
IRS990/ProgSrvcAccomActy3Grp/Desc0CAMP RYLA AND ELC
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015400
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03260
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 IMPROVE THE QUALITY OF THE VETERAN'S LIFE. WE WILL PARTNER WITH LOCAL CONSTRUCTION COMPANIES AND MEDICAL EQUIPMENT PROVIDERS TO MINIMIZE COSTS THAT WILL ENABLE US TO REACH AS MANY DESERVING VETERANS AS POSSIBLE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt059329
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt077813
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt042493
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0284
IRS990/PYOtherExpensesAmt0113515
IRS990/PYOtherRevenueAmt019895
IRS990/PYProgramServiceRevenueAmt061707
IRS990/PYRevenuesLessExpensesAmt010864
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0113515
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0124379
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt048557
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0543163
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0593316
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0215904
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0177511
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033454
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042493
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt088445
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0344
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0284
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013735
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0558
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt015057
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt081073
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0268135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0344
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0284
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0558
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015057
IRS990ScheduleA/InvestmentIncomeCYPct00.02800
IRS990ScheduleA/InvestmentIncomePYPct00.03550
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt059619
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt019895
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt065756
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt06500
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt015252
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0167022
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.66200
IRS990ScheduleA/PublicSupportPY509Pct00.67540
IRS990ScheduleA/PublicSupportTotal509Amt0356580
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0114527
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0104200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045084
IRS990ScheduleA/Total509Grp/TotalAmt0356580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0174490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0124379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0107875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060894
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0538659
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt012223
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03473
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015696
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0403282
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012223
IRS990ScheduleD/TotalBookValueSecuritiesAmt0403282
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt021300
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt021300
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0163122
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SILICON VALLEY BBQ
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ART & WINE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0225030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0244041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0203730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0222741
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt059619
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0163122
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0161246
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01876
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/ExplanationTxt3PROGRAM SERVICE COSTS: PROGRAM SERVICE EXPENSES 117,876. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,876. SCFR PROGRAM BANNERS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,646. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,646. ADMINISTRATIVE EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 220. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 220. ROTARY CLUB - SPACE CENTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,850. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,850.
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0578163
IRS990/TotalAssetsEOYAmt0593316
IRS990/TotalAssetsGrp/BOYAmt0578163
IRS990/TotalAssetsGrp/EOYAmt0593316
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt033454
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08057
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0117876
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125933
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt035000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt035000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0543163
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0593316
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt059329
IRS990/TotalOtherProgSrvcRevenueAmt077813
IRS990/TotalProgramServiceExpensesAmt0117876
IRS990/TotalProgramServiceRevenueAmt081073
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt059963
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt081073
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174490
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt090
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0578163
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0593316
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NICHOLAS G STREIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum04082862200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0617AAE084F0332B1DA1D49266637F5F4BC62A3C0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.23.124.226
ReturnHeader/FilingSecurityInformation/IPDt02018-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:38:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942847272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELUCCHI HAWN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 W SANTA CLARA ST STE 750

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2018Detailed filing. Detailed filing data is available for this year.$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