ROTARY CLUB OF SAN JOSE INC

EIN: 941331874

SAN JOSE, CA

Total Revenue
$788,756
Total Expenses
$901,837
Total Assets
$904,135
Net Assets
$713,583
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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
1914
Legal Domicile
CA
Principal Officer
LESLEE HAMILTON
Phone
4082976100
Tax Period
2022-07-01 to 2023-06-30

ROTARY CLUB OF SAN JOSE INC, founded in 1914, is a small nonprofit that reported $789K in total revenue in fiscal year 2022. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $902K exceeded revenue, resulting in a 14% operating deficit.

Mission

ENCOURAGE AND FOSTER IDEAL SERVICE TO THE COMMUNITY AND TO ITS MEMBERS.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $369,529
Program Service Revenue $315,129
Investment Income $29,444
Other Revenue $74,654
TOTAL REVENUE $788,756

Expense Breakdown

Grants Paid $0
Salaries & Benefits $272,573
Fundraising Expenses $0
Program Expenses $735,821
Other Expenses $629,264
TOTAL EXPENSES $901,837

Year-over-Year Comparison

2022 2021 Change
Revenue $788,756 $592,499 +0.3%
Expenses $901,837 $654,656 +0.4%
Net Income $-113,081 $-62,157 +0.8%
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

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Governance

Voting Members
17
Independent Members
16
Employees
3
Volunteers
409

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
5
$125,000
Total Directors
17
$125,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SAL PIZARRO PRESIDENT 5.00
Officer Director
$0 $0 $0
DARREN SPARKS TREASURER 5.00
Officer Director
$0 $0 $0
LESLEE HAMILTON SECRETARY 40.00
Officer Director
$125,000 $0 $125,000
JAY ROSS PAST PRESIDENT 5.00
Officer Director
$0 $0 $0
KAREN PHILBRICK PRESIDENT-ELECT 5.00
Officer Director
$0 $0 $0
DANNY BOZZUTO BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF HARE BOARD MEMBER 1.00
Director
$0 $0 $0
TERRI CHAPMAN BOARD MEMBER 1.00
Director
$0 $0 $0
MIKE FULTON BOARD MEMBER 1.00
Director
$0 $0 $0
TIM GILL BOARD MEMBER 1.00
Director
$0 $0 $0
HELEN LAMBERT BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH JANIGIAN BOARD MEMBER 1.00
Director
$0 $0 $0
STEVE ELLENBURG BOARD MEMBER 1.00
Director
$0 $0 $0
ROSE SIMMONS BOARD MEMBER 1.00
Director
$0 $0 $0
KATHLEEN THOMAS BOARD MEMBER 1.00
Director
$0 $0 $0
ELIZABETH MONLEY BOARD MEMBER 1.00
Director
$0 $0 $0
JIM TOWERY BOARD MEMBER 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 No data No data No data No data
2024 No data No data No data No data
2023 $788,756 $901,837 $904,135 $-113,081
2022 $592,499 $654,656 $873,354 $-62,157
2021 $565,112 $536,220 $1,118,520 $28,892
2020 $711,613 $695,195 $1,050,703 $16,418
2019 $782,698 $746,245 $1,027,901 $36,453
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