Civic Intelligence

La Mesa Sunrise Rotary Club Foundation

EIN 33-0508753 • 501(c)3 • LA Mesa, CA

Profile

The primary purpose of the la mesa sunrise rotary club foundation is to raise funds to use in charitable purposes. Local and international projects. Often associated with the activities of the la mesa sunrise rotary club.

PO Box 3277LA Mesa, CA 91944

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

18th percentile

-33%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

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 2020

Asset Growth

26th percentile

-32%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-45%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$19,727

Down $9,331 (-32%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$19,727

Down $9,331 (-32%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$27,945

Down $23,306 (-45%) from 2019

Expenses

Down

$37,276

Down $19,541 (-34%) from 2019

Net Income

Down

-$9,331

Down $3,765 (-68%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$40K$30K$20K$10K$0Assets 2014: $31,212Net Assets 2014: $31,2122014Assets 2015: $31,752Net Assets 2015: $31,7522015Assets 2016: $35,296Net Assets 2016: $35,2962016Assets 2017: $34,145Net Assets 2017: $34,1452017Assets 2018: $34,624Net Assets 2018: $34,6242018Assets 2019: $29,058Net Assets 2019: $29,0582019Assets 2020: $19,727Net Assets 2020: $19,7272020

Highlighted filing

2020

Assets$19,727
Liabilities-
Net Assets$19,727
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $66,681Expenses 2014: $71,386Net Income 2014: -$4,7052014Revenue 2015: $70,789Expenses 2015: $70,249Net Income 2015: $5402015Revenue 2016: $119,924Expenses 2016: $116,380Net Income 2016: $3,5442016Revenue 2017: $110,122Expenses 2017: $111,273Net Income 2017: -$1,1512017Revenue 2018: $71,363Expenses 2018: $70,884Net Income 2018: $4792018Revenue 2019: $51,251Expenses 2019: $56,817Net Income 2019: -$5,5662019Revenue 2020: $27,945Expenses 2020: $37,276Net Income 2020: -$9,3312020

Highlighted filing

2020

Revenue$27,945
Expenses$37,276
Net Income-$9,331
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$19,727
Liabilities
-
Net assets
$19,727
Revenue
$27,945
Expenses
$37,276
Net income
-$9,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.28$0.37$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.51$0.57$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.71$0.71$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.34$1.10$1.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.20$1.16$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.71$0.70$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.67$0.71$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$27,945
Mission and Program Overview

Mission

The primary purpose of the la mesa sunrise rotary club foundation is to raise funds to use in charitable purposes. Local and international projects. Often associated with the activities of the la mesa sunrise rotary club.

Program Services

DescriptionGrantsExpenses
THIS FOUNDATION DONATED TOWARD, OR FUNDED 15 DIFFERENT PROJECTS LOCALLY AND INTERNATIONALLY. INCLUDING BOOKS OR LIGHTS TO DISADVANTAGED CHILDREN, VISION, FOOD, AND MEDICAL ASSISTANCE, FUNDING EXISTING CHARITABLE ORGANIZATIONS REGARDING FOOD AND SHELTER TO THE NEEDY.$17,201-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE EVANSPresident-$0--
ELANA ALBASecretary-$0--
JOHN STREMLAUTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
La Mesa Sunrise Rotary Club Foundation
EIN
33-0508753
Phone
6196972442
Address
PO BOX 3277, LA MESA, CA 91944

Signing Officer

Name
John Stremlau
Title
Treasurer
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Stremlau Burns Cpas Llp
Address
5575 LAKE PARK WAY 200, LA MESA, CA 91942
Preparer
John J Stremlau CPA
Phone
6196972442
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: VAR ROTARY & OTHER PROJECTS, CHARITIES | Donee's Address: 13 DIFFERENT PROJECTS VARIOUS CA 91944 | Relationship of Donee: NONE | Cash Amount Given: $17201”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: GRANTS AND PROJECTS: FOREIGN | Donee's Address: VARIOUS GRANTS THROUGH ROTARY VARIOUS CA 91944 | Relationship of Donee: NONE | Cash Amount Given: $20023”

Other Expenses.1002

“Office Expenses $52”

Raw XML Appendix141 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/BooksInCareOfDetail/PhoneNum06196972442
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA MESA
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINE EVANS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE OF THE LA MESA SUNRISE ROTARY CLUB FOUNDATION IS TO RAISE FUNDS TO USE IN CHARITABLE PURPOSES. LOCAL AND INTERNATIONAL PROJECTS. OFTEN ASSOCIATED WITH THE ACTIVITIES OF THE LA MESA SUNRISE ROTARY CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS FOUNDATION DONATED TOWARD, OR FUNDED 15 DIFFERENT PROJECTS LOCALLY AND INTERNATIONALLY. INCLUDING BOOKS OR LIGHTS TO DISADVANTAGED CHILDREN, VISION, FOOD, AND MEDICAL ASSISTANCE, FUNDING EXISTING CHARITABLE ORGANIZATIONS REGARDING FOOD AND SHELTER TO THE NEEDY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017201
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037276
IRS990EZ/TotalProgramServiceExpensesAmt017201
IRS990EZ/TotalRevenueAmt027945
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027945
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt071362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0110122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0119924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0380604
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027945
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0110122
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119924
IRS990ScheduleA/Total509Grp/TotalAmt0380604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071362
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119924
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0380604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VAR ROTARY & OTHER PROJECTS, CHARITIES | Donee's Address: 13 DIFFERENT PROJECTS VARIOUS CA 91944 | Relationship of Donee: NONE | Cash Amount Given: $17201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: GRANTS AND PROJECTS: FOREIGN | Donee's Address: VARIOUS GRANTS THROUGH ROTARY VARIOUS CA 91944 | Relationship of Donee: NONE | Cash Amount Given: $20023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $52
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN STREMLAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
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ReturnHeader/Filer/BusinessNameControlTxt0LAME
ReturnHeader/Filer/EIN0330508753
ReturnHeader/Filer/PhoneNum06196972442
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3277
ReturnHeader/Filer/USAddress/CityNm0LA MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091942
ReturnHeader/PreparerPersonGrp/PhoneNum06196972442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J STREMLAU CPA
ReturnHeader/ReturnTs02020-11-10T10:54:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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