California · Nonprofit
NOVATO ROTARY ENDOWMENT
NOVATO ROTARY ENDOWMENT (California) receives grants from 5 organizations whose IRS filings report $213,740 to it, the largest being JONAS FAMILY FOUNDATION TRUST ($112,500). 4 of them have funded it in more than one year.
- Revenue FY2026
- $352k
- Funders on record
- 5
- Grants received
- $214k
- Net assets
- $3.8M
What Novato Rotary Endowment does
Mission
The Novato Rotary Endowment's purpose is to receive and invest contributions of money or property and apply the income to charitable, or educational projects and programs that have been approved by the novato rotary club board of directors.
As stated on its FY2026 Form 990.
Programs
Rotary club of novato scholarships are distributed to students graduating from local high schools
$90,430 spentof which $85,000 as grants$114,058 earned by the program47% of program spendingProjects benefitting local and international people.
$101,569 spent53% of program spending
The 2 programs described on its FY2026 Form 990, listed largest first by expense. Program spending in total: $191,999.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $8.1M to $3.4M (−58%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
38% of NOVATO ROTARY ENDOWMENT’s revenue is contributions — about as donation-reliant as the typical peer (62% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 10 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2019 → 2023: the base broadened from 1 funder to 3 funders, grant income fell $29k → $25k.
4 of 5 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 47% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of NOVATO ROTARY ENDOWMENT’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
NOVATO ROTARY ENDOWMENT leans on a few funders — its largest provides 53% of grant income and the top three 95%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
47% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund NOVATO ROTARY ENDOWMENT.
Largest funder’s share by year: 2019 100% · 2020 100% · 2021 99% · 2022 98% · 2023 77% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
NOVATO ROTARY ENDOWMENT draws 100% of its grant income from funders outside California, across 1 state in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $101k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
NOVATO ROTARY ENDOWMENT runs a healthier operating margin than three-quarters of the 284 community improvement nonprofits its size.
this organization peer median middle 50% of peers· 284 community improvement nonprofits $100k–$1M, FY2026
Organizations like NOVATO ROTARY ENDOWMENT
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
95% of spending goes to programs.
Governance
Public support
74%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for NOVATO ROTARY ENDOWMENT: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds NOVATO ROTARY ENDOWMENT?
- NOVATO ROTARY ENDOWMENT (California) receives grants from 5 organizations whose IRS filings report $213,740 to it, the largest being JONAS FAMILY FOUNDATION TRUST ($112,500). 4 of them have funded it in more than one year.
- How many funders does NOVATO ROTARY ENDOWMENT have?
- IRS filings report 5 organizations giving $213,740 in grants to NOVATO ROTARY ENDOWMENT, 4 of which have funded it in more than one year.
- Who is the largest funder of NOVATO ROTARY ENDOWMENT?
- JONAS FAMILY FOUNDATION TRUST is the largest funder on record, with $112,500 in grants. The full list of funders is on this page.
- How can an organization like NOVATO ROTARY ENDOWMENT find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2026 (financials across 2017–2026), and the filings of 5 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing