Rotary District 5170 Foundation
- Assets
- $338.7k
- Revenue
- $325.4k
- Investments
- $152.7k
- Employees
- 0
- Location
- Livermore, CA
- Founding
- 01/1988
- Data as of
- 06/2022
- EIN
- 94-3016176
Organization Overview
Rotary District 5170 Foundation is located in Livermore, 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 06/2022, Rotary District 5170 Foundation generated $325.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.2%) each year. All expenses for the organization totaled $309.9k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (0.3%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Rotary District 5170 Foundation has awarded 62 individual grants totaling $1,717,620. 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
2022
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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Savita Vaidhyanathan Director | Trustee | 2 | $0 |
Timothy Lundell Director | Trustee | 2 | $0 |
Gregg Giusiana Director | Trustee | 2 | $0 |
Richard Flanders Director | Trustee | 2 | $0 |
Ramesh Hariharan Director | Trustee | 2 | $0 |
Susan Valenta Past President | 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 | $325,412 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $325,412 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| 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 | $325,412 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $262,768 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $45,350 |
| 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 | $1,765 |
| 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 | $309,883 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $186,082 |
| 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 | $338,737 |
| 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 | $338,737 |
| 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 | $338,737 |
Grants Awarded
Over the last fiscal year, Rotary District 5170 Foundation has awarded $243,134 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
LOAVES AND FISHES PURPOSE: PROJECT LUNCH ROOM | $8,650 |
ROTARY CLUB OF LIVERMORE VALL | | | $6,150 |
PARI FOUNDATION USA INC PURPOSE: DONATION TO INDIA COVID SOS CPAP DR | $6,000 |
ROTARY CLUB OF NILES PURPOSE: AREA 3 WORLD COMMUNITY SERVICE | $8,070 |
ROTARY DISTRICT 5170 PURPOSE: GLOBAL GRANT | $12,500 |
SECOND HARVEST PURPOSE: FOOD BANK | $9,800 |