Civic Intelligence

Bird Rock Foundation Inc.

990 • Fiscal year 2017 • EIN 33-0103180

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 24, 2017

Organization ProfileBirdrockfoundation.org
5371 La Jolla Hermosa AvenueLa Jolla, CA 92037

(858) 454-9801

Siviq Scores

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

Liabilities / Assets

68th percentile

0.15x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.27x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

5th percentile

-53%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

13th percentile

-13%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

5.7%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$683,745

Down $102,582 (-13%) from 2016

Net Assets

Down

$581,741

Down $201,674 (-26%) from 2016

Liabilities

Up

$102,004

Up $99,092 (+3403%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin5th percentile

Revenue

Up

$377,365

Up $20,463 (+5.7%) from 2016

Expenses

Up

$579,039

Up $196,749 (+51%) from 2016

Net Income

Down

-$201,674

Down $176,286 (-694%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $808,803Liabilities 2015: $0Net Assets 2015: $808,8032015Assets 2016: $786,327Liabilities 2016: $2,912Net Assets 2016: $783,4152016Assets 2017: $683,745Liabilities 2017: $102,004Net Assets 2017: $581,7412017Assets 2018: $761,016Liabilities 2018: $18,430Net Assets 2018: $742,5862018Assets 2019: $690,289Liabilities 2019: $41,126Net Assets 2019: $649,1632019Assets 2020: $618,464Liabilities 2020: $41,131Net Assets 2020: $577,3332020Assets 2021: $617,104Liabilities 2021: $10,627Net Assets 2021: $606,4772021Assets 2022: $731,566Liabilities 2022: $12,077Net Assets 2022: $719,4892022Assets 2023: $937,266Liabilities 2023: $13,653Net Assets 2023: $923,6132023Assets 2024: $1,073,883Liabilities 2024: $18,339Net Assets 2024: $1,055,5442024Assets 2025: $1,261,813Liabilities 2025: $4,452Net Assets 2025: $1,257,3612025

Highlighted filing

2017

Assets$683,745
Liabilities$102,004
Net Assets$581,741
Open 2017 Filing

Operations Trend

Revenue Growth52nd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2015: $342,926Expenses 2015: $302,472Net Income 2015: $40,4542015Revenue 2016: $356,902Expenses 2016: $382,290Net Income 2016: -$25,3882016Revenue 2017: $377,365Expenses 2017: $579,039Net Income 2017: -$201,6742017Revenue 2018: $396,969Expenses 2018: $236,124Net Income 2018: $160,8452018Revenue 2019: $494,803Expenses 2019: $588,226Net Income 2019: -$93,4232019Revenue 2020: $354,504Expenses 2020: $426,334Net Income 2020: -$71,8302020Revenue 2021: $62,680Expenses 2021: $33,536Net Income 2021: $29,1442021Revenue 2022: $280,456Expenses 2022: $167,444Net Income 2022: $113,0122022Revenue 2023: $382,029Expenses 2023: $177,905Net Income 2023: $204,1242023Revenue 2024: $409,770Expenses 2024: $277,839Net Income 2024: $131,9312024Revenue 2025: $387,948Expenses 2025: $186,131Net Income 2025: $201,8172025

Highlighted filing

2017

Revenue$377,365
Expenses$579,039
Net Income-$201,674
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 24, 2017
Return Version
2016v3.0
Gross Receipts
$486,881
Mission and Program Overview

Mission

The organization provides instruction to over 300 children at Bird Rock Elementary School by funding educational programs in Art, computer, physical education and music through the san diego unified school district.

The organization provides instruction to over 500 children at Bird Rock Elementary School by funding educational programs in Art, computer, physical education and music through the san diego unified school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$737,753$649,112▼ $88,641
Rtn Earn Endowment Incm Other Fnds$783,415$581,741▼ $201,674
Cash and Non-Interest-Bearing Accounts$24,928$10,510▼ $14,418
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$786,327$683,745▼ $102,582
Other Assets Total$23,646$24,123▲ $477
Liabilities
Other Liabilities$2,912$102,004▲ $99,092
Total Liabilities$2,912$102,004▲ $99,092
Net Assets / Fund Balance
Total Net Assets Fund Balance$783,415$581,741▼ $201,674
Total Liabilities and Net Assets / Fund Balance$786,327$683,745▼ $102,582
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Alex YerburyPresident
Mariel CairnsVice President
Kirsten PeayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$170,356
Program Service Revenue
$0
Investment Income
$1,210
Other Revenue
$205,799
All Other Contributions
$170,356
Change in Net Assets
$-201,674
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$566,607
Other Expenses$12,432
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$566,607--$566,607
Fees for Services Other-$7,268-$7,268
Insurance-$679-$679
Other Expenses-$571-$571
All Other Expenses-$85-$85
Total Functional Expenses$566,607$12,432$0$579,039
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SDUSD - Bird Rock Elemla jolla, CA-instruction salaries$450,182
Bird Rock Elementaryla jolla, CA-supplies and computer equipment$116,425
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$315,315
Fundraising Direct Expenses$109,516
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$164,143$164,143$34,347$129,796
Other community events$119,172$119,172$75,169$44,003
Total Events$315,315$315,315$109,516$205,799
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
unearned playground donation$92,250
Credit Card Payable$5,863
Long Term Liability: Misc$2,000
Current Liability: Beautification fund$1,891
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Conflict-of-interest policy
No
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

“No review was or will be conducted.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Bird Rock Foundation Inc
EIN
33-0103180
Phone
8584549801
Address
5371 La Jolla Hermosa Avenue, La Jolla, CA 92037

Signing Officer

Name
Kirsten Peay
Title
Treasurer
Signed
2017-07-24
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
50

Preparer

Firm
Tim G Austgen CPA APC
Address
888 Prospect Street Suite 210, La Jolla, CA 92037
Preparer
Tim Austgen
Phone
8584549801
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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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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0109516
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Gala
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Other community events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0164143
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0119172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt032000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0315315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0164143
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0119172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt032000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0315315
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0205799
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0109516
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034347
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt075169
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0116425
IRS990ScheduleI/RecipientTable/CashGrantAmt1450182
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0supplies and computer equipment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1instruction salaries
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Bird Rock Elementary
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SDUSD - Bird Rock Elem
IRS990ScheduleI/RecipientTable/RecipientEIN0956002781
IRS990ScheduleI/RecipientTable/RecipientEIN1956002781
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05371 La Jolla Hermosa Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15371 La Jolla Hermosa Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0la jolla
IRS990ScheduleI/RecipientTable/USAddress/CityNm1la jolla
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092037
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192037
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0786327
IRS990/TotalAssetsEOYAmt0683745
IRS990/TotalAssetsGrp/BOYAmt0786327
IRS990/TotalAssetsGrp/EOYAmt0683745
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0170356
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012432
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0566607
IRS990/TotalFunctionalExpensesGrp/TotalAmt0579039
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02912
IRS990/TotalLiabilitiesEOYAmt0102004
IRS990/TotalLiabilitiesGrp/BOYAmt02912
IRS990/TotalLiabilitiesGrp/EOYAmt0102004
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0783415
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0581741
IRS990/TotalProgramServiceExpensesAmt0566607
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01210
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0377365
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0786327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0683745
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0Birdrockfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kirsten Peay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bird Rock Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BIRD
ReturnHeader/Filer/EIN0330103180
ReturnHeader/Filer/PhoneNum08584549801
ReturnHeader/Filer/USAddress/AddressLine1Txt05371 La Jolla Hermosa Avenue
ReturnHeader/Filer/USAddress/CityNm0La Jolla
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tim G Austgen CPA APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0888 Prospect Street Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Jolla
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08584549801
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tim Austgen
ReturnHeader/ReturnTs02017-07-24T12:16:04-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$683,745
Liabilities
$102,004
Net assets
$581,741
Revenue
$377,365
Expenses
$579,039
Net income
-$201,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.39$0.19$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.06$0.41$0.28$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.92$0.38$0.18$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.01$0.72$0.28$0.17$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.61$0.06$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.04$0.58$0.35$0.43$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.04$0.65$0.49$0.59$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.74$0.40$0.24$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.10$0.58$0.38$0.58$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.78$0.36$0.38$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.34$0.30$0.04