Cupertino Rotary Endowment Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 349,270 | 176,393 | 172,877 | 60.9 | 0% |
| 2012 | 203,619 | 150,863 | 52,756 | 75.5 | 0% |
| 2013 | 346,483 | 263,997 | 82,486 | 51.5 | 0% |
| 2014 | 482,937 | 216,951 | 265,986 | 83.3 | 0% |
| 2015 | 722,211 | 468,808 | 253,403 | 41.4 | 0% |
| 2016 | 452,179 | 446,137 | 6,042 | 42.0 | 0% |
| 2017 | 321,021 | 224,045 | 96,976 | 93.8 | 0% |
| 2018 | 363,904 | 355,646 | 8,258 | 58.9 | 0% |
| 2019 | 374,103 | 346,851 | 27,252 | 61.8 | 0% |
| 2020 | 581,771 | 223,052 | 358,719 | 116.7 | 0% |
| 2021 | 495,475 | 257,109 | 238,366 | 122.8 | 0% |
| 2022 | 1,173,942 | 223,491 | 950,451 | 169.1 | 0% |
| 2023 | 361,219 | 352,250 | 8,969 | 115.3 | 0% |
In its most recent public year (2023), this organization brought in $8,969 more than it spent. Its reserves stood at about 115.3 months of spending, up from 60.9 in 2011. Staff pay was 0% of spending. $3,123,631 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Cupertino Rotary Endowment Foundation's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works