Cupertino Rotary Endowment Foundation (EIN 770288042) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

Steve Onishi

Phone

4082649920

Tax Period

2024-07-01 to 2025-06-30

Cupertino Rotary Endowment Foundation, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $851K in total revenue in fiscal year 2024. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $175K, a strong 21% operating margin.

Mission

Provide funding through donations and grants to qualified charitable,scientific, educational and public purpose organizations.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $737,156

Program Service Revenue $0

Investment Income $119,309

Other Revenue $-5,707

TOTAL REVENUE $850,758

Expense Breakdown

Grants Paid $618,656

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $618,656

Other Expenses $57,167

TOTAL EXPENSES $675,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$850,758	$405,170	+1.1%
Expenses	$675,823	$384,762	+0.8%
Net Income	$174,935	$20,408	+7.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

274

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Onishi	President	16.00	Officer Director	$0	$0	$0
Richard Lowenthal	Vice President	2.00	Officer Director	$0	$0	$0
Joe Glynn	Secretary	2.00	Officer Director	$0	$0	$0
Byron Rovegno	Treasurer	10.00	Officer Director	$0	$0	$0
Padma Chari	At Large	1.00	Director	$0	$0	$0
Jim Davis	At Large	1.00	Director	$0	$0	$0
Jo Lucey	At Large	2.00	Director	$0	$0	$0
Marj Mancuso	At Large	2.00	Director	$0	$0	$0
Barbara McArthur	At Large	4.00	Director	$0	$0	$0
Alysa Sakkas	At Large	1.00	Director	$0	$0	$0
Kiran Varshneya-Rohra	At Large	2.00	Director	$0	$0	$0
Jeff Moe	At Large	1.00	Director	$0	$0	$0
Derek Pesta	At Large	1.00	Director	$0	$0	$0
Kathy Yates	At Large	2.00	Director	$0	$0	$0
William Wilson	At Large	2.00	Director	$0	$0	$0
Pearl Cheng	At Large	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$850,758	$675,823	$4,216,703	$174,935
2024	$405,170	$384,762	$3,730,630	$20,408
2023	$361,219	$352,250	$3,384,001	$8,969
2022	$1,173,942	$223,491	$3,150,291	$950,451
2021	$495,475	$257,109	$2,632,022	$238,366
2020	$581,771	$223,052	$2,175,953	$358,719
2019	$374,103	$346,851	$1,796,614	$27,252
2018	$363,904	$355,646	$1,746,268	$8,258

Cupertino Rotary Endowment Foundation