Civic Intelligence

Bird Rock Foundation Inc.

990 • Fiscal year 2020 • EIN 33-0103180

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

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

54th percentile

0.07x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.12x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

12th percentile

-10%

Faster asset growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-28%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$618,464

Down $71,825 (-10%) from 2019

Net Assets

Down

$577,333

Down $71,830 (-11%) from 2019

Liabilities

Up

$41,131

Up $5 (+0.0%) from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin16th percentile

Revenue

Down

$354,504

Down $140,299 (-28%) from 2019

Expenses

Down

$426,334

Down $161,892 (-28%) from 2019

Net Income

Up

-$71,830

Up $21,593 (+23%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2020

Assets$618,464
Liabilities$41,131
Net Assets$577,333
Open 2020 Filing

Operations Trend

Revenue Growth20th 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

2020

Revenue$354,504
Expenses$426,334
Net Income-$71,830
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$429,432
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$589,206$590,397▲ $1,191
Rtn Earn Endowment Incm Other Fnds$649,163$577,333▼ $71,830
Cash and Non-Interest-Bearing Accounts$77,213$4,197▼ $73,016
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$690,289$618,464▼ $71,825
Other Assets Total$23,870$23,870→ $0
Liabilities
Other Liabilities$41,126$41,131▲ $5
Total Liabilities$41,126$41,131▲ $5
Net Assets / Fund Balance
Total Net Assets Fund Balance$649,163$577,333▼ $71,830
Total Liabilities and Net Assets / Fund Balance$690,289$618,464▼ $71,825
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
April LassetterPresident
Deena AcostaVice President
Erin HarrisVice President
Jenn BeverageVice President
Mike LittletonVice President
Katie MorrillSecretary
Brent LassetterTreasurer
Erin VincentTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$191,884
Program Service Revenue
$0
Investment Income
$1,270
Other Revenue
$161,350
All Other Contributions
$191,884
Change in Net Assets
$-71,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$418,087
Other Expenses$8,247
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$418,087--$418,087
Fees for Services Other-$6,906-$6,906
Fees for Services Accounting-$910-$910
Other Expenses-$33-$33
Total Functional Expenses$418,087$8,247$0$426,334
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SDUSD - Bird Rock Elemla jolla, CA-instruction salaries$398,338
Bird Rock Elementaryla jolla, CA-supplies and computer equipment$19,749
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$236,278
Fundraising Direct Expenses$74,928
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$110,704$110,704$30,476$80,228
Other community events$95,574$95,574$44,452$51,122
Total Events$236,278$236,278$74,928$161,350
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
liability for restricted funds$33,883
due to school district$7,093
other liabilities$155
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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
Brent Lassetter
Title
Treasurer
Signed
2020-11-10
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 CPA
Phone
8584549801
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0418087
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2155
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1liability for restricted funds
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Brent Lassetter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
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ReturnHeader/Filer/BusinessNameControlTxt0BIRD
ReturnHeader/Filer/EIN0330103180

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$618,464
Liabilities
$41,131
Net assets
$577,333
Revenue
$354,504
Expenses
$426,334
Net income
-$71,830
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