Civic Intelligence

Rotary Club of Del Mar Foundation Trust

EIN 33-0102863 • 501(c)3 • Del Mar, CA

Profile

Educational & Charitable

PO Box 552Del Mar, CA 92014

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

81st percentile

32%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-30%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$488,575

Up $118,658 (+32%) from 2024

Liabilities

Down

$148

Down $1 (-0.7%) from 2024

Net Assets

Up

$488,427

Up $118,659 (+32%) from 2024

Operations
Liabilities / Revenue63rd percentileNet Margin95th percentile

Revenue

Down

$152,667

Down $66,847 (-30%) from 2024

Expenses

Down

$34,009

Down $99,635 (-75%) from 2024

Net Income

Up

$118,658

Up $32,788 (+38%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2016: $178,521Net Assets 2016: $178,5212016Assets 2017: $180,050Net Assets 2017: $180,0502017Assets 2018: $185,553Net Assets 2018: $185,5532018Assets 2019: $194,665Net Assets 2019: $194,6652019Assets 2020: $216,354Liabilities 2020: $148Net Assets 2020: $216,2062020Assets 2021: $243,192Liabilities 2021: $148Net Assets 2021: $243,0442021Assets 2022: $255,067Liabilities 2022: $148Net Assets 2022: $254,9192022Assets 2023: $288,046Liabilities 2023: $148Net Assets 2023: $287,8982023Assets 2024: $369,917Liabilities 2024: $149Net Assets 2024: $369,7682024Assets 2025: $488,575Liabilities 2025: $148Net Assets 2025: $488,4272025

Highlighted filing

2025

Assets$488,575
Liabilities$148
Net Assets$488,427
Open 2025 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2016: $45,328Expenses 2016: $44,709Net Income 2016: $6192016Revenue 2017: $30,890Expenses 2017: $34,445Net Income 2017: -$3,5552017Revenue 2018: $38,960Expenses 2018: $30,422Net Income 2018: $8,5382018Revenue 2019: $74,323Expenses 2019: $51,935Net Income 2019: $22,3882019Revenue 2020: $91,400Expenses 2020: $69,709Net Income 2020: $21,6912020Revenue 2021: $97,970Expenses 2021: $83,632Net Income 2021: $14,3382021Revenue 2022: $124,442Expenses 2022: $104,067Net Income 2022: $20,3752022Revenue 2023: $125,055Expenses 2023: $92,076Net Income 2023: $32,9792023Revenue 2024: $219,514Expenses 2024: $133,644Net Income 2024: $85,8702024Revenue 2025: $152,667Expenses 2025: $34,009Net Income 2025: $118,6582025

Highlighted filing

2025

Revenue$152,667
Expenses$34,009
Net Income$118,658
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$488,575
Liabilities
$148
Net assets
$488,427
Revenue
$152,667
Expenses
$34,009
Net income
$118,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.88$1.53$0.34$1.19
2024Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$2.20$1.34$0.86
2023Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$1.25$0.92$0.33
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.24$1.04$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.98$0.84$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.91$0.70$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.95$1.95$0.74$0.52$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.86$1.86$0.39$0.30$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.80$1.80$0.31$0.34$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.79$1.79$0.45$0.45$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 4, 2025
Return Version
2024v5.2
Gross Receipts
$152,667
Mission and Program Overview

Mission

Educational & Charitable

Program Services

DescriptionGrantsExpenses
Grants/Aid$32,359$32,359
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janice KurthPresident-$0--
Pat KurtzDirector-$0--
Don FippsSecretary-$0--
Vickie BarksDirector-$0--
Kathy ReedTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sunset Soiree$45,714---
Total Events$45,714---
Filing and Contact Details

Filer

Filer Name
Rotary Club of Del Mar Foundation Trust
EIN
33-0102863
Address
PO Box 552, Del Mar, CA 92014

Signing Officer

Name
Kathleen Reed
Title
Treasurer
Signed
2025-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Simone McIlwain
Address
PO Box 16363, Irvine, CA 92623
Preparer
Simone McIlwain
Phone
7608020101
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Rotary Club of Del Mar | Donee's Address: PO Box 552 Del Mar CA 92014 | Cash Amount Given: $29744”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $148 Accounts Payable and Accrued Expenses - Ending $148”

Raw XML Appendix161 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/TaxYr02024

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