Rotary District 5170 Foundation
- Assets
- $323.2k
- Revenue
- $277.2k
- Investments
- $152.7k
- Employees
- 0
- Location
- San Jose, CA
- Founding
- 01/1988
- Data as of
- 06/2021
- EIN
- 94-3016176
Organization Overview
Rotary District 5170 Foundation is located in San Jose, CA. The organization was established in 1988. According to its NTEE Classification (S80) the organization is classified as: Community Service Clubs, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rotary District 5170 Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Rotary District 5170 Foundation generated $277.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (6.2%) each year. All expenses for the organization totaled $237.5k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (4.7%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Rotary District 5170 Foundation has awarded 70 individual grants totaling $1,989,108. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
HELP 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Olivia Poe Secretary | Officer | 2 | $0 |
Orrin Mahoney President | Officer | 2 | $0 |
Mary Humphrey Treasurer | Officer | 2 | $0 |
Savita Vaidhyanathan Director | Trustee | 2 | $0 |
Timothy Lundell Director | Trustee | 2 | $0 |
Gregg Giusiana Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $273,698 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $273,698 |
| Total Program Service Revenue | $0 |
| Investment income | $3,453 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $277,151 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $170,619 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $66,912 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $237,531 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $170,553 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $152,655 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $323,208 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $323,208 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $323,208 |
Grants Awarded
Over the last fiscal year, Rotary District 5170 Foundation has awarded $155,619 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
ROTARY DISTRICT 5170 PURPOSE: GLOBAL GRANT | $117,669 |
ROTARY CLUB VICTORIA FALLS PURPOSE: PANDEMIC AID | $13,950 |
ROTARY CLUB OF NILES PURPOSE: AREA 3 WORLD COMMUNITY SERVICE | $11,000 |
FUNDACION PARA EL DESARROLLO PURPOSE: MEDICAL AND DENTAL CLINICS IN RURAL | $7,000 |
FAMA FOUNDATION PURPOSE: BUILD A SINGLE ROOM SCHOOL IN MEX | $6,000 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Rotary District 5170 Foundation has recieved totaling $16,100.
| Awarding Organization | Amount |
|---|---|
Charities Aid Foundation America Alexandria, VA PURPOSE: CHARITABLE DONATION | $10,150 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $5,950 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Fund For A Better Future Inc Sacramento, CA | $12,452,035 | $69,118,422 |
Municipal Improvement Corporation Of Los Angeles Los Angeles, CA | $2,097,815,264 | $70,901,113 |
Benson House Inc Ontario, CA | $11,925,572 | $18,491,625 |
Community Services Agency Reno, NV | $7,843,023 | $11,495,915 |
Fresno Building Healthy Communities Fresno, CA | $7,681,991 | $11,111,006 |
Korean Immigrant Workers Advocates Of Southern California Los Angeles, CA | $4,731,702 | $8,492,805 |
Native Americans For Community Action Inc Flagstaff, AZ | $13,508,728 | $5,982,716 |
Goleta Valley Professional Buildings Inc Santa Barbara, CA | $89,343,424 | $8,414,379 |
Foothill Ranch Maintenance Corporation Irvine, CA | $3,077,161 | $4,440,100 |
Pilipino Workers Center Of Southern Los Angeles, CA | $1,734,132 | $5,015,376 |
Southwest District Kiwanis Foundation Carefree, AZ | $3,902,018 | $3,838,305 |
Benevolent & Protective Order Of Elks Of The Usa Honolulu, HI | $18,759,259 | $3,966,966 |