Civic Intelligence

Rotary International - La Jolla Golden Triangle Rotary Club

990 • Fiscal year 2017 • EIN 33-0177675

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 05, 2017

Organization ProfileWWW.LAJOLLAGTROTARY.ORG
PO Box 13023La Jolla, CA 92039

(619) 338-1437

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

55th percentile

5.3%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

8.3%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

40%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$137,694

Up $10,596 (+8.3%) from 2016

Net Assets

Up

$137,694

Up $10,596 (+8.3%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin55th percentile

Revenue

Up

$201,221

Up $57,695 (+40%) from 2016

Expenses

Up

$190,625

Up $50,793 (+36%) from 2016

Net Income

Up

$10,596

Up $6,902 (+187%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$150K$100K$50K$0Assets 2014: $71,538Net Assets 2014: $71,5382014Assets 2015: $123,404Liabilities 2015: $0Net Assets 2015: $123,4042015Assets 2016: $127,098Net Assets 2016: $127,0982016Assets 2017: $137,694Liabilities 2017: $0Net Assets 2017: $137,6942017Assets 2018: $98,566Liabilities 2018: $0Net Assets 2018: $98,5662018Assets 2019: $94,393Net Assets 2019: $94,3932019Assets 2020: $111,278Net Assets 2020: $111,2782020Assets 2021: $112,824Net Assets 2021: $112,8242021Assets 2022: $102,941Net Assets 2022: $102,9412022Assets 2025: $99,504Liabilities 2025: $0Net Assets 2025: $99,5042025

Highlighted filing

2017

Assets$137,694
Liabilities$0
Net Assets$137,694
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $142,451Expenses 2014: $153,861Net Income 2014: -$11,4102014Revenue 2015: $188,926Expenses 2015: $137,060Net Income 2015: $51,8662015Revenue 2016: $143,526Expenses 2016: $139,832Net Income 2016: $3,6942016Revenue 2017: $201,221Expenses 2017: $190,625Net Income 2017: $10,5962017Revenue 2018: $202,125Expenses 2018: $241,253Net Income 2018: -$39,1282018Revenue 2019: $164,146Expenses 2019: $168,319Net Income 2019: -$4,1732019Revenue 2020: $155,202Expenses 2020: $138,317Net Income 2020: $16,8852020Revenue 2021: $78,316Expenses 2021: $76,770Net Income 2021: $1,5462021Revenue 2022: $109,530Expenses 2022: $119,413Net Income 2022: -$9,8832022Revenue 2025: $228,644Expenses 2025: $185,745Net Income 2025: $42,8992025

Highlighted filing

2017

Revenue$201,221
Expenses$190,625
Net Income$10,596
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 5, 2017
Return Version
2016v3.0
Gross Receipts
$217,213
Mission and Program Overview

Mission

To provide a broad range of humanitarian service projects and build lasting goodwill locally and globally.

To provide financial assistance and support for disadvantaged youths, the homeless, and victims of disaster and crime; to improve public facilities such as parks, libraries and museums.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$127,098$137,694▲ $10,596
Cash and Non-Interest-Bearing Accounts-$0-
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$127,098$137,694▲ $10,596
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$127,098$137,694▲ $10,596
Total Net Assets Fund Balance$127,098$137,694▲ $10,596
Total Liabilities and Net Assets / Fund Balance$127,098$137,694▲ $10,596
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Bev FritschnerPast-President
Antonio Grillo-LopezPresident
Alex MonroePresident Elect
Jacquie ReillyDirector
Jan Percival-LipscombDirector
Jennifer SchafferDirector
Jim DaviesDirector
Linda StoufferDirector
Louis ScottiDirector
Pete GriffithDirector
Ron KohlDirector
Tony GrilloDirector
Rick BinderSecretary
Sharon CouncilTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,641
Program Service Revenue
$106,176
Investment Income
$77
Other Revenue
$2,327
All Other Contributions
$68,141
Change in Net Assets
$10,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$97,490
Other Expenses$93,135
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$79,490--$79,490
Grants to Domestic Orgs$18,000--$18,000
All Other Expenses$631$7,481-$8,112
Conferences and Meetings$4,542--$4,542
Other Expenses$3,542--$3,542
Total Functional Expenses$183,144$7,481$0$190,625
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lj Gldn Triangle Rotary Club FoundationLa Jolla, CA-To Provide Funds to Assist People in Need$18,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,319
Fundraising Direct Expenses$15,992
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Craft Fair & Beer Tasting$42,819$18,319$7,515$10,804
Total Events$42,819$18,319$15,992$2,327
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
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
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

“Form 990 is reviewed by organization's treasurer.”

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

“The organization's governing documents, policies and financial statements are not made available to the public.With regard to conflict of Interest, whistleblower, document retention and other such policies, the board has not yet adopted formal policies, but it is in the process of reviewing the need for such policies to be maintained in written form.”

Filing and Contact Details

Filer

Filer Name
Rotary International -
EIN
33-0177675
Phone
6193381437
Address
PO Box 13023, La Jolla, CA 92039

Signing Officer

Name
Sharon Council
Title
Treasurer
Signed
2017-12-05
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Professional Advisory Group
Address
13240 EVENING CREEK DR S STE 312, SAN DIEGO, CA 92128-4105
Preparer
Emidio J DelConte
Phone
8589222821
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IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Bank & Credit Card Fees
IRS990/OtherExpensesGrp/ProgramServicesAmt063300
IRS990/OtherExpensesGrp/ProgramServicesAmt18677
IRS990/OtherExpensesGrp/ProgramServicesAmt24962
IRS990/OtherExpensesGrp/ProgramServicesAmt33542
IRS990/OtherExpensesGrp/TotalAmt063300
IRS990/OtherExpensesGrp/TotalAmt18677
IRS990/OtherExpensesGrp/TotalAmt24962
IRS990/OtherExpensesGrp/TotalAmt33542
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assmnts
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0106176
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0106176
IRS990/ProgSrvcAccomActy2Grp/Desc0Meetings and functions held for the purpose of promoting social welfare.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt085654
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0106176
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt051822
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt048433
IRS990/PYInvestmentIncomeAmt070
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt091399
IRS990/PYOtherRevenueAmt02589
IRS990/PYProgramServiceRevenueAmt089045
IRS990/PYRevenuesLessExpensesAmt03694
IRS990/PYTotalExpensesAmt0139832
IRS990/PYTotalRevenueAmt0143526
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt010596
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt094968
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0127098
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0137694
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt024500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt024500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015992
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Craft Fair & Beer Tasting
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018319
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018319
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02327
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07515
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07515
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08477
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08477
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt079490
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSISTANCE TO IND & COMMUNITY ORGS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH VALUE
IRS990ScheduleI/RecipientTable/CashGrantAmt018000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FUNDS TO ASSIST PEOPLE IN NEED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LJ GLDN TRIANGLE ROTARY CLUB FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0330385197
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 13023
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LA JOLLA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092039
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH DONATION
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Large grants are to affiliate organizations that we are intimitely familar with and have knowledge of where the funds are going and what they are used for. The grants for the direct benefit of individuals are only made to groups that a club member is involved with and can personally monitor that the funds are used as desired by donor organization. No funds are given to an individual or group that does not have club member involvement in.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY ORGANIZATION'S TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization's governing documents, policies and financial statements are not made available to the public.With regard to conflict of Interest, whistleblower, document retention and other such policies, the board has not yet adopted formal policies, but it is in the process of reviewing the need for such policies to be maintained in written form.
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/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0127098
IRS990/TotalAssetsEOYAmt0137694
IRS990/TotalAssetsGrp/BOYAmt0127098
IRS990/TotalAssetsGrp/EOYAmt0137694
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt092641

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
$137,694
Liabilities
$0
Net assets
$137,694
Revenue
$201,221
Expenses
$190,625
Net income
$10,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$2.29$1.86$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$1.03$1.10$1.19$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.78$0.77$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.11$1.55$1.38$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.94$1.64$1.68$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$2.02$2.41$0.39
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$2.01$1.91$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.27$1.27$1.44$1.40$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.89$1.37$0.52
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.72$1.42$1.54$0.11