Civic Intelligence

Rotary District 5170 Foundation

990 • Fiscal year 2016 • EIN 94-3016176

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

2570 W El Camino Real 150Mountain View, CA 94040

(650) 209-1800

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

86th percentile

58%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

98th percentile

414%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Up

$244,376

Up $89,779 (+58%) from 2015

Net Assets

Up

$244,376

Up $89,779 (+58%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$407,587

Up $328,218 (+414%) from 2015

Expenses

Up

$317,032

Up $132,024 (+71%) from 2015

Net Income

Up

$90,555

Up $196,194 (+186%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $319,981Net Assets 2011: $319,9812011Assets 2012: $263,685Net Assets 2012: $263,6852012Assets 2013: $243,824Net Assets 2013: $243,8242013Assets 2014: $205,599Liabilities 2014: $0Net Assets 2014: $205,5992014Assets 2015: $154,597Liabilities 2015: $0Net Assets 2015: $154,5972015Assets 2016: $244,376Liabilities 2016: $0Net Assets 2016: $244,3762016Assets 2017: $397,973Liabilities 2017: $0Net Assets 2017: $397,9732017Assets 2018: $489,919Liabilities 2018: $0Net Assets 2018: $489,9192018Assets 2019: $339,448Liabilities 2019: $0Net Assets 2019: $339,4482019Assets 2020: $283,588Liabilities 2020: $0Net Assets 2020: $283,5882020Assets 2021: $323,208Liabilities 2021: $0Net Assets 2021: $323,2082021Assets 2022: $338,737Liabilities 2022: $0Net Assets 2022: $338,7372022Assets 2023: $497,453Liabilities 2023: $0Net Assets 2023: $497,4532023Assets 2024: $500,141Liabilities 2024: $0Net Assets 2024: $500,1412024

Highlighted filing

2016

Assets$244,376
Liabilities$0
Net Assets$244,376

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $127,812Expenses 2011: $116,772Net Income 2011: $11,0402011Revenue 2012: $165,874Expenses 2012: $222,642Net Income 2012: -$56,7682012Revenue 2013: $119,649Expenses 2013: $139,510Net Income 2013: -$19,8612013Revenue 2014: $166,747Expenses 2014: $204,972Net Income 2014: -$38,2252014Revenue 2015: $79,369Expenses 2015: $185,008Net Income 2015: -$105,6392015Revenue 2016: $407,587Expenses 2016: $317,032Net Income 2016: $90,5552016Revenue 2017: $393,418Expenses 2017: $240,980Net Income 2017: $152,4382017Revenue 2018: $373,617Expenses 2018: $281,671Net Income 2018: $91,9462018Revenue 2019: $442,016Expenses 2019: $592,487Net Income 2019: -$150,4712019Revenue 2020: $262,805Expenses 2020: $318,665Net Income 2020: -$55,8602020Revenue 2021: $277,151Expenses 2021: $237,531Net Income 2021: $39,6202021Revenue 2022: $325,412Expenses 2022: $309,883Net Income 2022: $15,5292022Revenue 2023: $484,667Expenses 2023: $325,951Net Income 2023: $158,7162023Revenue 2024: $276,472Expenses 2024: $273,784Net Income 2024: $2,6882024

Highlighted filing

2016

Revenue$407,587
Expenses$317,032
Net Income$90,555
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$407,587
Mission and Program Overview

Mission

The foundation administers funds contributed by its participating rotary clubs, interact clubs, rotaract clubs and any other persons or groups approved by the board of directors, and distributes foundation funds and assets to support its charitable and public purposes.

The mission of the foundation is to encourage the charitable activities of its participants by providing a vehicle for the administration and distribution of charitable contributions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$154,597$244,376▲ $89,779
Total Assets$154,597$244,376▲ $89,779
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$154,597$244,376▲ $89,779
Total Net Assets Fund Balance$154,597$244,376▲ $89,779
Total Liabilities and Net Assets / Fund Balance$154,597$244,376▲ $89,779
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dennis YoungChair
Kendra GjersethPast President
Jerry MoisonPresident
David SmithPresident Elect
Alison SalisburyDirector
Allan VarniDirector
Crysta KramesDirector
Donna VernaDirector
Harry PriceDirector
Joanne KavalarisDirector
Tracie MurraySecretary
Sandie WhippleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$404,751
Program Service Revenue
$0
Investment Income
$2,836
Other Revenue
$0
All Other Contributions
$404,751
Change in Net Assets
$90,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$316,882
Other Expenses$150
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$311,882--$311,882
Grants to Domestic Individuals$5,000--$5,000
Fees for Services Other-$125-$125
Fees for Services Legal-$25-$25
Total Functional Expenses$316,882$150$0$317,032
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Free the ChildrenMinneapolis, MN501(c)(3)Education and Health for Children in Kenya$93,231
The A21 Campaign on Human TraffickingCosta Mesa, CA501(c)(3)Community Spirit Run, Support High Schools in Livermore$50,483
Daya Sumitra Educational SocietyDublin, CA501(c)(3)General Welfare$47,000
Faces of HopeOakland, CA501(c)(3)Travel, Etc - Med Staff$35,041
Esna Village NetworkClive, IA501(c)(3)SUPPORT OF PROJECT SALUD!MENTAL HEALTH CLINIC$22,827
Wheelchair FoundationDanville, CA501(c)(3)General Welfare$14,430
Rotary District 5170Oakland, CA501(c)(3)Rebuild Dset Public School$9,663
Trust in EducationLafayette, CA501(c)(3)Education & Health Care Assistance to Afghan Families$8,511
The Rotary Club of Livermore ValleyLivermore, CA501(c)(3)Conference Sponsorship, Etc$3,356
Rotary Club of San Lorenzo ValleyFelton, CA501(c)(3)General Welfare$3,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia - VietnamGrants to Recipients Located in Region-00-
Africa - ZimbabweGrants to Recipients Located in Region-00-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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

This is the first year for rotary district 5170 foundation to file form 990, instead of form 990-ez. The 990 will be provided to all members of the governing body before the return is filed.

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

Annually the board of directors reviews the bylaws.

Form 990, Part VI, Section C, Line 19

Rotary district 5170 foundation's governing documents, conflict of interest policy and financial statements are provided upon written request.

Filing and Contact Details

Filer

Filer Name
Rotary District 5170 Foundation
EIN
94-3016176
Phone
6502091800
Address
2570 W EL CAMINO REAL 150, MOUNTAIN VIEW, CA 94040

Signing Officer

Name
Dennis Young CPA
Title
Treasurer
Phone
6502091800
Signed
2017-02-14

Organization Details

Principal Officer
Dennis Young CPA
Formed
1988
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
9

Preparer

Firm
Young Craig Co Llp
Address
2570 W EL CAMINO REAL 150, MOUNTAIN VIEW, CA 94040
Preparer
Dennis a Young
Phone
6502091800
Raw XML AppendixShowing 400 of 497 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE FOUNDATION IS TO ENCOURAGE THE CHARITABLE ACTIVITIES OF ITS PARTICIPANTS BY PROVIDING A VEHICLE FOR THE ADMINISTRATION AND DISTRIBUTION OF CHARITABLE CONTRIBUTIONS.
IRS990/AllOtherContributionsAmt0404751
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DENNIS YOUNG
IRS990/BooksInCareOfDetail/PhoneNum06502091800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02570 W EL CAMINO REAL SUITE 150
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOUNTAIN VIEW
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094040
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0154597
IRS990/CashNonInterestBearingGrp/EOYAmt0244376
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0404751
IRS990/CYGrantsAndSimilarPaidAmt0316882
IRS990/CYInvestmentIncomeAmt02836
IRS990/CYOtherExpensesAmt0150
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt090555
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0317032
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0407587
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0HELP CLUBS AND ASSOCIATED AFFILIATES RAISE, RECEIVE, ADMINISTER AND ALLOCATE FUNDS IN THE INTEREST OF POOR AND DISADVANTAGED PEOPLE EVERYWHERE IN THE WORLD, AND, IN PURSUIT OF THESE ACTIVITIES, TO ASSIST AND COOPERATE WITH OTHER ROTARY CLUBS AND/OR DISTRICTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0316882
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt025
IRS990/FeesForServicesLegalGrp/TotalAmt025
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0125
IRS990/FeesForServicesOtherGrp/TotalAmt0125
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0JERRY MOISON
IRS990/Form990PartVIISectionAGrp/PersonNm1TRACIE MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm2JOANNE KAVALARIS
IRS990/Form990PartVIISectionAGrp/PersonNm3SANDIE WHIPPLE
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm5DENNIS YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm6ALLAN VARNI
IRS990/Form990PartVIISectionAGrp/PersonNm7CRYSTA KRAMES
IRS990/Form990PartVIISectionAGrp/PersonNm8ALISON SALISBURY
IRS990/Form990PartVIISectionAGrp/PersonNm9DONNA VERNA
IRS990/Form990PartVIISectionAGrp/PersonNm10HARRY PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm11KENDRA GJERSETH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PAST PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0316882
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0311882
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0311882
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0407587
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02836
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02836
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION ADMINISTERS FUNDS CONTRIBUTED BY ITS PARTICIPATING ROTARY CLUBS, INTERACT CLUBS, ROTARACT CLUBS AND ANY OTHER PERSONS OR GROUPS APPROVED BY THE BOARD OF DIRECTORS, AND DISTRIBUTES FOUNDATION FUNDS AND ASSETS TO SUPPORT ITS CHARITABLE AND PUBLIC PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt0154597
IRS990/NetAssetsOrFundBalancesEOYAmt0244376
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-776
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DENNIS YOUNG CPA
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt075906
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0184688
IRS990/PYInvestmentIncomeAmt03463
IRS990/PYOtherExpensesAmt0320
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-105639
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0185008
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt079369
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt090555
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0404751
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0404751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt075906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0163569
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0119855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0165649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0929730
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02836
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03463
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03178
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0225
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09726
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02836
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03463
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03178
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0225
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09726
IRS990ScheduleA/InvestmentIncomeCYPct00.01040
IRS990ScheduleA/InvestmentIncomePYPct00.01150
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98960
IRS990ScheduleA/PublicSupportPY509Pct00.98850
IRS990ScheduleA/PublicSupportTotal509Amt0929730
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0404751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0163569
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0119855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0165649
IRS990ScheduleA/Total509Grp/TotalAmt0929730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0407587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt079369
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0166747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0119879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0165874
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0939456
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
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EAST ASIA - VIETNAM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1AFRICA - ZIMBABWE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1GRANTS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt08500
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt115839
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0TO SUPPORT FOOTBALL FOR ALL IN VIETNAM PROJECT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1FOR SCHOLARSHIP FUND
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0EAST ASIA - VIETNAM
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1AFRICA - ZIMBABWE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc1BOOK
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/RecipientTable/CashGrantAmt022827
IRS990ScheduleI/RecipientTable/CashGrantAmt18511
IRS990ScheduleI/RecipientTable/CashGrantAmt235041
IRS990ScheduleI/RecipientTable/CashGrantAmt393231
IRS990ScheduleI/RecipientTable/CashGrantAmt414430
IRS990ScheduleI/RecipientTable/CashGrantAmt53000
IRS990ScheduleI/RecipientTable/CashGrantAmt647000
IRS990ScheduleI/RecipientTable/CashGrantAmt79663
IRS990ScheduleI/RecipientTable/CashGrantAmt83356
IRS990ScheduleI/RecipientTable/CashGrantAmt950483
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF PROJECT SALUD!MENTAL HEALTH CLINIC
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATION & HEALTH CARE ASSISTANCE TO AFGHAN FAMILIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TRAVEL, ETC - MED STAFF
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EDUCATION AND HEALTH FOR CHILDREN IN KENYA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL WELFARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL WELFARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL WELFARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7REBUILD DSET PUBLIC SCHOOL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8CONFERENCE SPONSORSHIP, ETC
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9COMMUNITY SPIRIT RUN, SUPPORT HIGH SCHOOLS IN LIVERMORE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10INTERNATIONAL PROJECT ON HUMAN TRAFFICKING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ESNA VILLAGE NETWORK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TRUST IN EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2FACES OF HOPE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3FREE THE CHILDREN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4WHEELCHAIR FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ROTARY CLUB OF SAN LORENZO VALLEY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6DAYA SUMITRA EDUCATIONAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7ROTARY DISTRICT 5170
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8THE ROTARY CLUB OF LIVERMORE VALLEY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9THE A21 CAMPAIGN ON HUMAN TRAFFICKING
IRS990ScheduleI/RecipientTable/RecipientEIN0264077841
IRS990ScheduleI/RecipientTable/RecipientEIN1320104939
IRS990ScheduleI/RecipientTable/RecipientEIN2943016176
IRS990ScheduleI/RecipientTable/RecipientEIN3161533544
IRS990ScheduleI/RecipientTable/RecipientEIN4943353881
IRS990ScheduleI/RecipientTable/RecipientEIN5943024409
IRS990ScheduleI/RecipientTable/RecipientEIN6455509122
IRS990ScheduleI/RecipientTable/RecipientEIN7942616299
IRS990ScheduleI/RecipientTable/RecipientEIN8942998675
IRS990ScheduleI/RecipientTable/RecipientEIN9263442008
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt016781 TANGLEWOOD DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1985 MORAGA RD SUITE 207
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2516 GRAND AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34301 HIGHWAY 7 SUITE 120
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt43820 BLACKHAWK RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 294
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt65818 NEWFIELDS LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7516 GRAND AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8PO BOX 3266
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt91904 HABOR BLVD 831
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LAFAYETTE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm3MINNEAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4DANVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5FELTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm6DUBLIN
IRS990ScheduleI/RecipientTable/USAddress/CityNm7OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm8LIVERMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm9COSTA MESA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050323

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$2.76$2.74$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$4.85$3.26$1.59
2022Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$3.25$3.10$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$2.77$2.38$0.40
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$2.63$3.19$0.56
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$4.42$5.92$1.50
2018Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$3.74$2.82$0.92
2017Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$3.93$2.41$1.52
2016Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$4.08$3.17$0.91
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.79$1.85$1.06
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$1.67$2.05$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$2.44$1.20$1.40$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$2.64$1.66$2.23$0.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$3.20$1.28$1.17$0.11