Civic Intelligence

Rotary District 5170 Foundation

990 • Fiscal year 2018 • EIN 94-3016176

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

2570 N First StreetSan Jose, CA 95131

(408) 847-4330

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

40th percentile

-5.0%

Faster revenue growth than 40% of similar nonprofits.

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

Assets

Up

$489,919

Up $91,946 (+23%) from 2017

Net Assets

Up

$489,919

Up $91,946 (+23%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$373,617

Down $19,801 (-5.0%) from 2017

Expenses

Up

$281,671

Up $40,691 (+17%) from 2017

Net Income

Down

$91,946

Down $60,492 (-40%) from 2017

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

2018

Assets$489,919
Liabilities$0
Net Assets$489,919

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

2018

Revenue$373,617
Expenses$281,671
Net Income$91,946
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.2
Gross Receipts
$373,617
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$254,885$346,643▲ $91,758
Investments Other Securities$143,088$143,276▲ $188
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$397,973$489,919▲ $91,946
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$397,973$489,919▲ $91,946
Total Net Assets Fund Balance$397,973$489,919▲ $91,946
Total Liabilities and Net Assets / Fund Balance$397,973$489,919▲ $91,946
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dennis YoungChair
Susan ValentaPast President
Jeff OrthPresident
Orrin MahoneyPresident Elect
Ed JellenDirector
Gregg GiusianaDirector
Helen KennedyDirector
Ramesh HariharanDirector
Richard FlandersDirector
Olivia PoeSecretary
Mary HumphreyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$373,429
Program Service Revenue
$0
Investment Income
$188
Other Revenue
$0
All Other Contributions
$373,429
Change in Net Assets
$91,946
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$281,586
Other Expenses$85
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$198,279--$198,279
Foreign Grants$83,307--$83,307
Other Expenses-$-95-$-95
Total Functional Expenses$281,586$85$0$281,671
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
International Rescue CommitteAlbert Lea, MN-Me the Human$88,075
Plan International USAWarwick, RI-The Right to Thrive$20,000
Sj East Evergreen RotaryEvanston, IL-Chamabondo$18,675
Esna Village NetworkClive, IA, Np-Bathroom Facilities/medical$14,000
Rotary Club of Kathmandu MidtSan Jose, CA-Navakiran Orphanage Home$9,150
Trust in Education--International Project$8,690
The Rotary FoundationLafayette, CA-Global Grant$8,400
Palo Alto University Rotary CPalo Alto, CA-El Salvador Medical$6,000
RylaSan Jose, CA-Youth Leadership$5,289
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The 990 is provided to all members of the governing body before the return is filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annually the board of directors reviews the bylaws.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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
4088474330
Address
2570 N First Street, San Jose, CA 95131

Signing Officer

Name
Mary Humphrey CPA
Title
Treasurer
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Humphrey CPA
Formed
1988
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
27

Preparer

Firm
Vanni & Humphrey CPAs
Address
7937 Hanna Street, Gilroy, CA 95020
Preparer
Mary E Humphrey CPA
Phone
4088474330
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IRS990/PYContributionsGrantsAmt0390403
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0240526
IRS990/PYInvestmentIncomeAmt03015
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0454
IRS990/PYRevenuesLessExpensesAmt0152438
IRS990/PYTotalExpensesAmt0240980
IRS990/PYTotalRevenueAmt0393418
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt091946
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0373429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0390403
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0404751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt075906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0163569
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01408058
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02836
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03463
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03178
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02836
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03463
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03178
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012492
IRS990ScheduleA/InvestmentIncomeCYPct00.00880
IRS990ScheduleA/InvestmentIncomePYPct00.01070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99120
IRS990ScheduleA/PublicSupportPY509Pct00.98930
IRS990ScheduleA/PublicSupportTotal509Amt01408058
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0373429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0390403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0404751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0163569
IRS990ScheduleA/Total509Grp/TotalAmt01408058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0373429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0393418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0407587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt079369
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0166747
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01420550
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/TotalBookValueSecuritiesAmt0143276
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt014000
IRS990ScheduleI/RecipientTable/CashGrantAmt188075
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/CashGrantAmt320000
IRS990ScheduleI/RecipientTable/CashGrantAmt49150
IRS990ScheduleI/RecipientTable/CashGrantAmt55289
IRS990ScheduleI/RecipientTable/CashGrantAmt618675
IRS990ScheduleI/RecipientTable/CashGrantAmt78400
IRS990ScheduleI/RecipientTable/CashGrantAmt88690
IRS990ScheduleI/RecipientTable/ForeignAddress/AddressLine1Txt0DURBA MARG
IRS990ScheduleI/RecipientTable/ForeignAddress/CityNm0KATHMANDU
IRS990ScheduleI/RecipientTable/ForeignAddress/CountryCd0NP
IRS990ScheduleI/RecipientTable/ForeignAddress/ProvinceOrStateNm0KATHMANDU
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BATHROOM FACILITIES/MEDICAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ME THE HUMAN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EL SALVADOR MEDICAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3THE RIGHT TO THRIVE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4NAVAKIRAN ORPHANAGE HOME
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5YOUTH LEADERSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6CHAMABONDO
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GLOBAL GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8INTERNATIONAL PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ESNA VILLAGE NETWORK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1INTERNATIONAL RESCUE COMMITTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PALO ALTO UNIVERSITY ROTARY C
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3PLAN INTERNATIONAL USA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ROTARY CLUB OF KATHMANDU MIDT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5RYLA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6SJ EAST EVERGREEN ROTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7THE ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8TRUST IN EDUCATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt016781 TANGLEWOOD DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 6068
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 760
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3155 PLAN WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42570 N FIRST STREET 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt52570 N FIRST STREET 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61550 SHERMAN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7985 MORAGA RD 207
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ALBERT LEA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PALO ALTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3WARWICK
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SAN JOSE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5SAN JOSE
IRS990ScheduleI/RecipientTable/USAddress/CityNm6EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm7LAFAYETTE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA

Document Assets

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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