Civic Intelligence

Rotary District 5170 Foundation

990 • Fiscal year 2021 • EIN 94-3016176

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization Profilewww.rotary5170.org
2570 N First Street 200San Jose, CA 95131

(408) 847-4330

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

58th percentile

14%

Higher net margin than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

60th percentile

14%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

5.5%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$323,208

Up $39,620 (+14%) from 2020

Net Assets

Up

$323,208

Up $39,620 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin58th percentile

Revenue

Up

$277,151

Up $14,346 (+5.5%) from 2020

Expenses

Down

$237,531

Down $81,134 (-25%) from 2020

Net Income

Up

$39,620

Up $95,480 (+171%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2021

Assets$323,208
Liabilities$0
Net Assets$323,208
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

2021

Revenue$277,151
Expenses$237,531
Net Income$39,620
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Gross Receipts
$277,151
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$134,386$170,553▲ $36,167
Investments Other Securities$149,202$152,655▲ $3,453
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$283,588$323,208▲ $39,620
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$283,588$323,208▲ $39,620
Total Net Assets Fund Balance$283,588$323,208▲ $39,620
Total Liabilities and Net Assets / Fund Balance$283,588$323,208▲ $39,620
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Susan ValentaPast President
Orrin MahoneyPresident
Gregg GiusianaDirector
Ramesh HariharanDirector
Richard FlandersDirector
Savita VaidhyanathanDirector
Timothy LundellDirector
Olivia PoeSecretary
Mary HumphreyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$273,698
Program Service Revenue
$0
Investment Income
$3,453
Other Revenue
$0
All Other Contributions
$273,698
Change in Net Assets
$39,620
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$237,531
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$170,619--$170,619
Foreign Grants$66,912--$66,912
Total Functional Expenses$237,531$0$0$237,531
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary District 5170--Global Grant$117,669
Rotary Club Victoria Falls--Pandemic Aid$13,950
Rotary Club of NilesSan Jose, CA-Area 3 World Community Service$11,000
Fundacion Para El DesarrolloFremont, CA, Zi-Medical and Dental Clinics in Rural$7,000
Fama FoundationFremont, CA, Es-Build a Single Room School in Mex$6,000
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 35% controlled entity
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 200, San Jose, CA 95131

Signing Officer

Name
Mary Humphrey CPA
Title
Treasurer
Signed
2022-05-13
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
15

Preparer

Firm
Vanni & Humphrey CPAs
Address
8070 Santa Teresa Blvd Ste 110, Gilroy, CA 95020
Preparer
Mary E Humphrey CPA
Phone
4088474330
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03015
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03015
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03015
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00310
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99690
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0276972
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0262805
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0442016
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0373429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0390403
IRS990ScheduleA/Total509Grp/TotalAmt01745625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0276972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0262805
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0442016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0373429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0393418
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01748640
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/ScheduleBRequiredInd0true
IRS990ScheduleD/TotalBookValueSecuritiesAmt0152655
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt17000
IRS990ScheduleI/RecipientTable/CashGrantAmt211000
IRS990ScheduleI/RecipientTable/CashGrantAmt313950
IRS990ScheduleI/RecipientTable/CashGrantAmt4117669
IRS990ScheduleI/RecipientTable/ForeignAddress/AddressLine1Txt0COLONIA TOLUCA PONIENTE
IRS990ScheduleI/RecipientTable/ForeignAddress/AddressLine1Txt1ILALA LODGE 411 LIVINGSTON WA
IRS990ScheduleI/RecipientTable/ForeignAddress/CityNm0VICTORIA FALLS
IRS990ScheduleI/RecipientTable/ForeignAddress/CountryCd0ES
IRS990ScheduleI/RecipientTable/ForeignAddress/CountryCd1ZI
IRS990ScheduleI/RecipientTable/ForeignAddress/ProvinceOrStateNm0SAN SALVADOR
IRS990ScheduleI/RecipientTable/ForeignAddress/ProvinceOrStateNm1VICTORIA FALLS
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BUILD A SINGLE ROOM SCHOOL IN MEX
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1MEDICAL AND DENTAL CLINICS IN RURAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2AREA 3 WORLD COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PANDEMIC AID
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GLOBAL GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FAMA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FUNDACION PARA EL DESARROLLO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROTARY CLUB OF NILES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ROTARY CLUB VICTORIA FALLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ROTARY DISTRICT 5170
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0760 NAVAJO WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 7104
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22570 N FIRST STREET 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FREMONT
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FREMONT
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN JOSE
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194537
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd295131
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS REQUIRE A DISBURSEMENT FORM WHICH INCLUDES ELIGIBILITY DATA.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY THE BOARD OF DIRECTORS REVIEWS THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY DISTRICT 5170 FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0283588
IRS990/TotalAssetsEOYAmt0323208
IRS990/TotalAssetsGrp/BOYAmt0283588
IRS990/TotalAssetsGrp/EOYAmt0323208
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0273698
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0237531
IRS990/TotalFunctionalExpensesGrp/TotalAmt0237531
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0283588
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0323208
IRS990/TotalProgramServiceExpensesAmt0237531
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03453
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0277151
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0283588
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0323208
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
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IRS990/WebsiteAddressTxt0www.rotary5170.org
IRS990/WhistleblowerPolicyInd0false

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$323,208
Liabilities
$0
Net assets
$323,208
Revenue
$277,151
Expenses
$237,531
Net income
$39,620
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