Civic Intelligence

La Jolla Kiwanis Foundation

990 • Fiscal year 2020 • EIN 23-7167203

Oct 01, 2019 to Sep 30, 2020 • Filed on Jul 03, 2021

Organization ProfileWWW.LA-JOLLA.KIWANISONE.ORG
P O Box 81LA Jolla, CA 92038

(858) 459-5006

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

40th percentile

0.08x

Higher debt load relative to revenue than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

58th percentile

9.7%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

55th percentile

8.3%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-4.2%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,038,356

Up $79,602 (+8.3%) from 2019

Net Assets

Up

$1,021,617

Up $62,863 (+6.6%) from 2019

Liabilities

Up

$16,739

Up $16,739 from 2019

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin58th percentile

Revenue

Down

$202,127

Down $8,818 (-4.2%) from 2019

Expenses

Down

$182,613

Down $129,503 (-41%) from 2019

Net Income

Up

$19,514

Up $120,685 (+119%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2013: $819,981Liabilities 2013: $529Net Assets 2013: $819,4522013Assets 2014: $896,277Liabilities 2014: $652Net Assets 2014: $895,6252014Assets 2015: $893,469Liabilities 2015: $802Net Assets 2015: $892,6672015Assets 2016: $974,573Liabilities 2016: $0Net Assets 2016: $974,5732016Assets 2017: $1,041,691Liabilities 2017: $18,604Net Assets 2017: $1,023,0872017Assets 2018: $1,249,544Liabilities 2018: $0Net Assets 2018: $1,249,5442018Assets 2019: $958,754Liabilities 2019: $0Net Assets 2019: $958,7542019Assets 2020: $1,038,356Liabilities 2020: $16,739Net Assets 2020: $1,021,6172020Assets 2021: $1,225,612Liabilities 2021: $13,974Net Assets 2021: $1,211,6382021Assets 2022: $1,215,052Liabilities 2022: $13,974Net Assets 2022: $1,201,0782022Assets 2023: $1,044,719Liabilities 2023: $13,974Net Assets 2023: $1,030,7452023Assets 2024: $1,458,916Liabilities 2024: $40,674Net Assets 2024: $1,418,2422024

Highlighted filing

2020

Assets$1,038,356
Liabilities$16,739
Net Assets$1,021,617
Open 2020 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2013: $240,1152013Revenue 2014: $321,758Expenses 2014: $289,320Net Income 2014: $32,4382014Revenue 2015: $354,870Expenses 2015: $261,412Net Income 2015: $93,4582015Revenue 2016: $371,309Expenses 2016: $369,458Net Income 2016: $1,8512016Revenue 2017: $355,701Expenses 2017: $359,884Net Income 2017: -$4,1832017Revenue 2018: $264,793Expenses 2018: $291,042Net Income 2018: -$26,2492018Revenue 2019: $210,945Expenses 2019: $312,116Net Income 2019: -$101,1712019Revenue 2020: $202,127Expenses 2020: $182,613Net Income 2020: $19,5142020Revenue 2021: $209,452Expenses 2021: $156,460Net Income 2021: $52,9922021Revenue 2022: $130,219Expenses 2022: $199,521Net Income 2022: -$69,3022022Revenue 2023: $168,403Expenses 2023: $143,067Net Income 2023: $25,3362023Revenue 2024: $382,825Expenses 2024: $210,374Net Income 2024: $172,4512024

Highlighted filing

2020

Revenue$202,127
Expenses$182,613
Net Income$19,514
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jul 3, 2021
Return Version
2019v5.0
Gross Receipts
$209,324
Mission and Program Overview

Mission

COMMUNITY SERVICE

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$958,754$1,021,617▲ $62,863
Investments in Publicly Traded Securities$949,142$975,529▲ $26,387
Savings and Temporary Cash Investments$8,039$54,783▲ $46,744
Cash and Non-Interest-Bearing Accounts$1,573$8,044▲ $6,471
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$958,754$1,038,356▲ $79,602
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$16,739-
Total Liabilities$0$16,739▲ $16,739
Net Assets / Fund Balance
Total Net Assets Fund Balance$958,754$1,021,617▲ $62,863
Total Liabilities and Net Assets / Fund Balance$958,754$1,038,356▲ $79,602
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Robert SteckPresident
Wendy MatalonVice President
Bart CalameSecretary
Don HodgesSecretary
Mike FranceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,826
Program Service Revenue
$0
Investment Income
$38,826
Other Revenue
$154,475
All Other Contributions
$8,826
Change in Net Assets
$19,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$163,383
Other Expenses$19,230
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$152,021--$152,021
Grants to Domestic Individuals$11,362--$11,362
Occupancy$8,730--$8,730
Other Expenses$8,500--$8,500
Fees for Services Accounting$2,000--$2,000
Total Functional Expenses$182,613$0$0$182,613
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$161,672
Fundraising Direct Expenses$7,197
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
La Jolla Half Marathon$145,161$145,161-$145,161
La Jolla Swim$16,511$16,511$7,197$9,314
Total Events$161,672$161,672$7,197$154,475
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“AUDITOR”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“AUDIT”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“UPON REQUEST”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
La Jolla Kiwanis Foundation
EIN
23-7167203
Phone
8584595006
Address
P O BOX 81, LA JOLLA, CA 92038

Signing Officer

Name
Mike France
Title
Treasurer
Signed
2021-07-03
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
150

Preparer

Firm
Muench And Shaffer CPA
Address
7816 Ivanhoe Ave 4, La Jolla, CA 92037
Preparer
Jerry Shaffer
Phone
8585871112
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: administration other program services 5: major emphasis young child other program services 6: scholarship committee other program services 7: music programs la jolla public schools other program services 8: presidents unallocated donations other program services 9: guests meals la jolla kiwanis club expenses other program services 10: sponsored youth”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Unrealized appreciation = $43349”

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt036775
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt068269
IRS990ScheduleA/InvestmentIncomeCYPct00.04240
IRS990ScheduleA/InvestmentIncomePYPct00.06650
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95760
IRS990ScheduleA/PublicSupportPY509Pct00.93350
IRS990ScheduleA/PublicSupportTotal509Amt01541732
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0163301
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0513925
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0213836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0355623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0295047
IRS990ScheduleA/Total509Grp/TotalAmt01541732
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0171483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0537046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0250611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0355701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0295160
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01610001
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07197
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LA JOLLA HALF MARATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LA JOLLA SWIM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0145161
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016511
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0161672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0145161
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016511
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0161672
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0154475
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07197
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07197
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: ADMINISTRATION OTHER PROGRAM SERVICES 5: MAJOR EMPHASIS YOUNG CHILD OTHER PROGRAM SERVICES 6: SCHOLARSHIP COMMITTEE OTHER PROGRAM SERVICES 7: MUSIC PROGRAMS LA JOLLA PUBLIC SCHOOLS OTHER PROGRAM SERVICES 8: PRESIDENTS UNALLOCATED DONATIONS OTHER PROGRAM SERVICES 9: GUESTS MEALS LA JOLLA KIWANIS CLUB EXPENSES OTHER PROGRAM SERVICES 10: SPONSORED YOUTH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AUDITOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AUDIT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNREALIZED APPRECIATION = $43349
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0958754
IRS990/TotalAssetsEOYAmt01038356
IRS990/TotalAssetsGrp/BOYAmt0958754
IRS990/TotalAssetsGrp/EOYAmt01038356
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08826
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0182613
IRS990/TotalFunctionalExpensesGrp/TotalAmt0182613
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt016739
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt016739
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0958754
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01021617
IRS990/TotalOtherProgSrvcExpenseAmt060734
IRS990/TotalProgramServiceExpensesAmt0182613
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0193301
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0202127
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0958754
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01038356
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 81
IRS990/USAddress/CityNm0LA JOLLA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092038
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.LA-JOLLA.KIWANISONE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE FRANCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LA JOLLA KIWANIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAJO
ReturnHeader/Filer/EIN0237167203
ReturnHeader/Filer/PhoneNum08584595006
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 81
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092038
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460779249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Muench And Shaffer CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07816 Ivanhoe Ave 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Jolla
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08585871112
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY SHAFFER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,038,356
Liabilities
$16,739
Net assets
$1,021,617
Revenue
$202,127
Expenses
$182,613
Net income
$19,514
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.04$1.42$0.38$0.21$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.01$1.03$0.17$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.01$1.20$0.13$0.20$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.01$1.21$0.21$0.16$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.02$1.02$0.20$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.21$0.31$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.26$0.29$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.02$1.02$0.36$0.36$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.37$0.37$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.35$0.26$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.32$0.29$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.24