2024-05-15T11:25:10-05:00 2023-06-30 941668792 PPCO ADVISORS LLC 333 WEST SANTA CLARA ST 800 SAN JOSE CA 951131716 990 2022-07-01 941331874 ROTARY CLUB OF SAN JOSE INC ROTA 4082976100 1690 SENTER ROAD SAN JOSE CA 951122589 LESLEE HAMILTON EXECUTIVE DIRECTOR 4082976100 2024-05-15 1 LESLEE HAMILTON 999009999 1 JOHN KAWAMOTO P00476783 4082877911 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LESLEE HAMILTON 1690 SENTER ROAD SAN JOSE CA 951122589 788756 0 X WWW.SJROTARY.ORG X 1914 CA ENCOURAGE AND FOSTER IDEAL SERVICE TO THE COMMUNITY AND TO ITS MEMBERS. 17 16 3 409 0 0 322108 369529 217428 315129 13947 29444 39016 74654 592499 788756 0 0 0 0 258121 272573 0 0 0 396535 629264 654656 901837 -62157 -113081 873354 904135 37104 190552 836250 713583 ENGAGE SAN JOSE LEADERS IN MEANINGFUL SERVICE WITHIN OUR COMMUNITY AND HUMANITARIAN PROJECTS AROUND THE WORLD, WHILE EMBRACING OPPORTUNITIES FOR FELLOWSHIP AND ENJOYING EXTRAORDINARY SPEAKERS. 0 0 625304 314783 ADMINISTRATIVE SUPPORT FOR OVER 20 DIFFERENT COMMUNITY SERVICE COMMITTEES THAT PROVIDE A WIDE VARIETY OF SERVICES FOR STUDENTS, SPECIAL NEEDS CHILDREN AND THOSE NEEDING FREE MEDICAL CARE IN SAN JOSE. SEVERAL THOUSAND PEOPLE ARE HELPED EACH YEAR. 35517 ADMINISTRATIVE SUPPORT FOR APPROXIMATELY 6 DIFFERENT INTERNATIONAL SERVICE COMMITTEES THAT PROVIDE SERVICES FOR INTERNATIONAL STUDENTS, PATIENTS NEEDING HEART OPERATIONS AND CLEFT PALATE SURGERIES AND OTHER PROJECTS. SEVERAL HUNDRED PEOPLE ARE HELPED EACH YEAR. 75000 75000 ADMINISTRATIVE SUPPORT FOR A CHARITABLE FOUNDATION BOARD OF TRUSTEES THAT FUNDS MUCH OF THE CHARITABLE AND VOLUNTEER WORK THAT IS DONE. THIS ORGANIZATION DOES NOT MAKE ANY GRANTS, BUT OUR COMPANION 501(C)(3), THE SAN JOSE ROTARY FOUNDATION, PROVIDES MORE THAN 40 GRANTS ANNUALLY. 735821 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 4082976100 1690 SENTER ROAD SAN JOSE CA 951122589 SAL PIZARRO PRESIDENT 5.00 X X 0 0 0 DARREN SPARKS TREASURER 5.00 X X 0 0 0 LESLEE HAMILTON SECRETARY 40.00 X X 125000 0 0 JAY ROSS PAST PRESIDENT 5.00 X X 0 0 0 KAREN PHILBRICK PRESIDENT-ELECT 5.00 X X 0 0 0 DANNY BOZZUTO BOARD MEMBER 1.00 X 0 0 0 JEFF HARE BOARD MEMBER 1.00 X 0 0 0 TERRI CHAPMAN BOARD MEMBER 1.00 X 0 0 0 MIKE FULTON BOARD MEMBER 1.00 X 0 0 0 TIM GILL BOARD MEMBER 1.00 X 0 0 0 HELEN LAMBERT BOARD MEMBER 1.00 X 0 0 0 SARAH JANIGIAN BOARD MEMBER 1.00 X 0 0 0 STEVE ELLENBURG BOARD MEMBER 1.00 X 0 0 0 ROSE SIMMONS BOARD MEMBER 1.00 X 0 0 0 KATHLEEN THOMAS BOARD MEMBER 1.00 X 0 0 0 ELIZABETH MONLEY BOARD MEMBER 1.00 X 0 0 0 JIM TOWERY BOARD MEMBER 1.00 X 0 0 0 125000 0 0 1 0 0 0 0 369529 369529 CLUB FELLOWSHIP EVENTS 900099 240129 240129 FOUNDATION ADMINISTRAT 561000 75000 75000 315129 29444 29444 LUNCH AND PARKING 900099 73078 73078 OTHER REVENUE 900099 1576 1576 74654 788756 389783 0 29444 125000 87500 37500 113630 79541 34089 15704 1112 14592 18239 12767 5472 20069 20069 3591 3591 11403 2950 8453 10090 7063 3027 5000 5000 159692 159692 14851 10396 4455 9032 6322 2710 CLUB FELLOWSHIP EVENTS 171472 171472 LUNCH AND PARKING 104819 104819 ROTARY INTERNATL DUES 35517 35517 COMMITTEE AND DISTRICT 23480 23480 60248 29599 30649 901837 735821 166016 0 80158 118677 861 22343 23786 2570 731690 594255 70348 137435 698201 623110 873354 904135 22420 50083 7200 136640 7484 3829 37104 190552 X 836250 713583 836250 713583 873354 904135 -113081 -9585 0 X 0 0 0 585510 493995 91515 64702 57196 7506 81478 43064 38414 137435 CAPITAL LEASE OBLIGATIONS 3829 3829 X PART X, LINE 2: THE CLUB EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION AND FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JUNE 30, 2023 AND 2022, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES HOLD INFORMAL MEETINGS BUT ALL ACTION ITEMS ARE BROUGHT BEFORE THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER AND PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED ANNUALLY AT BOARD MEETINGS AND ACKNOWLEDGED. FORM 990, PART VI, SECTION B, LINE 15 MANAGEMENT'S PERFORMANCE AND SALARIES ARE APPROVED BY THE BOARD ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS INCLUDING THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE AT THE CLUB'S OFFICE UPON REQUEST. ROTARY CLUB OF SAN JOSE FOUNDATION INC 1690 SENTER ROAD SAN JOSE CA 951122589 946112270 MAKE CONTRIBUTIONS AND GRANTS TO LOCAL NON-PROFIT ORGANIZATIONS. CA 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 ROTARY CLUB OF SAN JOSE FOUNDATION L 75000 FAIR MARKET VALUE