Rotary District 5170 Foundation is a 501(c)(3) organization based in Livermore, California, registered in 1988, with $276,472 in FY2023 revenue. CharityIndex grades it B.
Revenue (FY2023)
$276K
▼ 43.0% vs prior year
Community median: $184K
Expenses (FY2023)
$274K
Net assets
$500K
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Rotary District 5170 Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Rotary District 5170 Foundation: 22 mo reserves · +1% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Rotary District 5170 Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Rotary District 5170 Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $128K (FY2010) to $276K (FY2023) across 14 reported years.
Financial snapshot
Operating margin
1.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$500K
Total liabilities
$0
Net assets
$500K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $276,472▼43.0% | $273,784▼16.0% | $500,141▲0.5% | $500,141▲0.5% | 990 |
| 2022 | $484,667▲48.9% | $325,951▲5.2% | $497,453▲46.9% | $497,453▲46.9% | 990 |
| 2021 | $325,412▲17.4% | $309,883▲30.5% | $338,737▲4.8% | $338,737▲4.8% | 990 |
| 2020 | $277,151▲5.5% | $237,531▼25.5% | $323,208▲14.0% | $323,208▲14.0% | 990 |
| 2019 | $262,805▼40.5% | $318,665▼46.2% | $283,588▼16.5% | $283,588▼16.5% | 990 |
| 2018 | $442,016▲18.3% | $592,487▲110% | $339,448▼30.7% | $339,448▼30.7% | 990 |
| 2017 | $373,617▼5.0% | $281,671▲16.9% | $489,919▲23.1% | $489,919▲23.1% | 990 |
| 2016 | $393,418▼3.5% | $240,980▼24.0% | $397,973▲62.9% | $397,973▲62.9% | 990 |
| 2015 | $407,587▲414% | $317,032▲71.4% | $244,376▲58.1% | $244,376▲58.1% | 990 |
| 2014 | $79,369▼52.4% | $185,008▼9.7% | $154,597▼24.8% | $154,597▼24.8% | 990EZ |
| 2013 | $166,747▲39.4% | $204,972▲46.9% | $205,599▼15.7% | $205,599▼15.7% | 990EZ |
| 2012 | $119,649▼27.9% | $139,510▼37.3% | $243,824▼7.5% | $243,824▼7.5% | 990EZ |
| 2011 | $165,874▲29.8% | $222,642▲90.7% | $263,685▼17.6% | $263,685▼17.6% | 990EZ |
| 2010 | $127,812 | $116,772 | $319,981 | $319,981 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
22 grants to Rotary District 5170 Foundation totaling $353K, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Silicon Valley Community Foundation | Community development | 2023 | $18,500 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $12,250 |
| American Online Giving Foundation Inc | General support | 2023 | $5,132 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $48,358 |
| Silicon Valley Community Foundation | Community development | 2022 | $12,500 |
| Donor Advised Charitable Giving | Public, societal benefit | 2022 | $5,800 |
| Charities Aid Foundation America | Charitable donation | 2021 | $10,150 |
| The Rotary Foundation of Rotary International | Econ. and community develop.-humanitarian-daf | 2021 | $7,500 |
| Jewish Community Federation of S F Marin Peninsula & Sonoma Counties | Public/society benefit | 2021 | $6,000 |
| Donor Advised Charitable Giving | Public, societal benefit | 2021 | $5,950 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2020 | $84,500 |
| Donor Advised Charitable Giving | Public, societal benefit | 2020 | $10,250 |
| Donor Advised Charitable Giving | Public, societal benefit | 2020 | $10,250 |
| The Rotary Foundation of Rotary International | Econ. and community develop.-humanitarian-daf | 2020 | $10,000 |
| The Rotary Foundation of Rotary International | Econ. and community develop.-humanitarian-daf | 2019 | $30,000 |
Explore more
Data for Rotary District 5170 Foundation (EIN 94-3016176) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.