Civic Intelligence

Rotary International - La Jolla Golden Triangle Rotary Club

990EZ • Fiscal year 2019 • EIN 33-0177675

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

36th percentile

-2.5%

Higher net margin than 36% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

35th percentile

-4.2%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-19%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$94,393

Down $4,173 (-4.2%) from 2018

Net Assets

Down

$94,393

Down $4,173 (-4.2%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$164,146

Down $37,979 (-19%) from 2018

Expenses

Down

$168,319

Down $72,934 (-30%) from 2018

Net Income

Up

-$4,173

Up $34,955 (+89%) from 2018

Historical Trend

Balance Sheet Trend

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 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

2019

Assets$94,393
Liabilities-
Net Assets$94,393

Operations Trend

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 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

2019

Revenue$164,146
Expenses$168,319
Net Income-$4,173
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$184,364
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 as well as to improve public facilities such as parks, libraries, police stations, fire houses and museums.

Program Services

DescriptionGrantsExpenses
Meetings and functions held for the purpose of promoting social welfare.$91,837-
Special assistance to individuals by direct assistance or through contributions to other exempt organizations and/or foundations.$69,043$2,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marty RosensteinDirector-$0--
Jay HatfieldDirector-$0--
Jan BernardyDirector-$0--
Luke ErvinDirector-$0--
Garry KachkovskyDirector-$0--
Sharon CouncilTreasurerPT$0--
Jim DaviesDirector-$0--
Jacquie ReillyDirector-$0--
David ChongDirector-$0--
Kimberly SchaferPresidentPT$0--
Rick BinderPast President-$0--
Nancy GatschetSecretary-$0--
Emidio DelContePresident Elect-$0--
Linda Stouffer-WallisDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Craft Fair & Beer Tasting$37,720$21,470$11,045$10,425
Total Events$37,720$21,470$20,218$1,252
Political and Lobbying Activity
In-house lobbying only
No
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
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Professional Advisory Group
Address
13240 EVENING CREEK DR S STE 312, SAN DIEGO, CA 92128-4105
Preparer
Emidio J DelConte
Phone
8589222821
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

| Donee's Name: Individuals & Community Orgs-ea 5,000 | Donee's Address: Various Various CA 92000 | Relationship of Donee: None | Cash Amount Given: $66543

Other Expenses.1007

Conferences, Conventions, and Meetings $5410

Other Expenses.1

Meeting meals expense $65048

Other Expenses.2

DUES $12137

Other Expenses.4

Bank & Credit Card Fees $3036

Other Expenses.5

Foundation Admin Expenses $2279

Other Expenses.6

WEBSITE, ADV, Etc. $1673

Other Expenses.7

SUPPLIES $1594

Other Expenses.8

Other club event expenses $1586

Other Expenses.9

MISCELLANEOUS $1333

Other Expenses.10

Storage facility rental $280

Other Expenses.12

STATE FILING FEES $60

Raw XML Appendix191 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marty Rosenstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jay Hatfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jan Bernardy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Luke Ervin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Garry Kachkovsky
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jim Davies
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8David Chong
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Linda Stouffer-Wallis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
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IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09173
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Individuals & Community Orgs-ea 5,000 | Donee's Address: Various Various CA 92000 | Relationship of Donee: None | Cash Amount Given: $66543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $5410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETING MEALS EXPENSE $65048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES $12137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank & Credit Card Fees $3036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Foundation Admin Expenses $2279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE, ADV, Etc. $1673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES $1594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER CLUB EVENT EXPENSES $1586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS $1333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STORAGE FACILITY RENTAL $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STATE FILING FEES $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharon Council
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0La Jolla Golden Triangle Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0330177675
ReturnHeader/Filer/PhoneNum06193381437
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 13023
ReturnHeader/Filer/USAddress/CityNm0La Jolla
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092039
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562602228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROFESSIONAL ADVISORY GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013240 EVENING CREEK DR S STE 312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921284105
ReturnHeader/PreparerPersonGrp/PhoneNum08589222821
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Emidio J DelConte
ReturnHeader/ReturnTs02019-11-14T09:56:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings