Civic Intelligence

San Diego Downtown Breakfast Rotary

EIN 33-0596091 • 501(c)3 • San Diego, CA

Profile

To promote, enhance and finance the charitable purposes of the san diego downtown breakfast rotary club primarily through the establishment of an endowment fund, the income from which shall be used to support such charitable purposes

P O Box 80336San Diego, CA 92138-0336

www.sdrotary.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

81st percentile

32%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

258%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,277,587

Up $153,364 (+7.2%) from 2023

Liabilities

Up

$826

Up $671 (+433%) from 2023

Net Assets

Up

$2,276,761

Up $152,693 (+7.2%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin81st percentile

Revenue

Down

$140,712

Down $21,462 (-13%) from 2023

Expenses

Up

$216,328

Up $105,277 (+95%) from 2023

Net Income

Down

-$75,616

Down $126,739 (-248%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $197,549Liabilities 2010: $6,040Net Assets 2010: $191,5092010Assets 2011: $260,863Liabilities 2011: $16,515Net Assets 2011: $244,3482011Assets 2012: $306,871Liabilities 2012: $12,845Net Assets 2012: $294,0262012Assets 2013: $374,385Liabilities 2013: $19,700Net Assets 2013: $354,6852013Assets 2014: $435,884Liabilities 2014: $20,385Net Assets 2014: $415,4992014Assets 2015: $459,428Liabilities 2015: $40,273Net Assets 2015: $419,1552015Assets 2016: $479,105Liabilities 2016: $52,903Net Assets 2016: $426,2022016Assets 2017: $670,968Liabilities 2017: $27,622Net Assets 2017: $643,3462017Assets 2018: $1,709,300Liabilities 2018: $47,826Net Assets 2018: $1,661,4742018Assets 2019: $1,792,019Liabilities 2019: $145,692Net Assets 2019: $1,646,3272019Assets 2020: $1,985,072Liabilities 2020: $56,654Net Assets 2020: $1,928,4182020Assets 2021: $2,267,049Liabilities 2021: $13,266Net Assets 2021: $2,253,7832021Assets 2022: $1,906,426Liabilities 2022: $11,266Net Assets 2022: $1,895,1602022Assets 2023: $2,124,223Liabilities 2023: $155Net Assets 2023: $2,124,0682023Assets 2024: $2,277,587Liabilities 2024: $826Net Assets 2024: $2,276,7612024

Highlighted filing

2024

Assets$2,277,587
Liabilities$826
Net Assets$2,276,761
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $120,429Expenses 2010: $110,913Net Income 2010: $9,5162010Revenue 2011: $130,856Expenses 2011: $120,100Net Income 2011: $10,7562011Expenses 2012: $136,2222012Expenses 2013: $147,4572013Revenue 2014: $172,492Expenses 2014: $152,768Net Income 2014: $19,7242014Revenue 2015: $177,716Expenses 2015: $157,095Net Income 2015: $20,6212015Revenue 2016: $226,123Expenses 2016: $168,371Net Income 2016: $57,7522016Revenue 2017: $379,210Expenses 2017: $192,137Net Income 2017: $187,0732017Revenue 2018: $1,228,281Expenses 2018: $231,219Net Income 2018: $997,0622018Revenue 2019: $173,857Expenses 2019: $211,354Net Income 2019: -$37,4972019Revenue 2020: $569,657Expenses 2020: $323,653Net Income 2020: $246,0042020Revenue 2021: $61,475Expenses 2021: $140,523Net Income 2021: -$79,0482021Revenue 2022: $45,283Expenses 2022: $97,047Net Income 2022: -$51,7642022Revenue 2023: $162,174Expenses 2023: $111,051Net Income 2023: $51,1232023Revenue 2024: $140,712Expenses 2024: $216,328Net Income 2024: -$75,6162024

Highlighted filing

2024

Revenue$140,712
Expenses$216,328
Net Income-$75,616
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,277,587
Liabilities
$826
Net assets
$2,276,761
Revenue
$140,712
Expenses
$216,328
Net income
-$75,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.14$0.22$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.16$0.11$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.01$1.90$0.05$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.01$2.25$0.06$0.14$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.06$1.93$0.57$0.32$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.15$1.65$0.17$0.21$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.05$1.66$1.23$0.23$1.00
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.03$0.64$0.38$0.19$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.05$0.43$0.23$0.17$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.04$0.42$0.18$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.02$0.42$0.17$0.15$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.02$0.35$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.01$0.29$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.02$0.24$0.13$0.12$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.01$0.19$0.12$0.11$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 31, 2024
Return Version
2023v5.0
Gross Receipts
$140,712
Mission and Program Overview

Mission

To promote, enhance and finance the charitable purposes of the san diego downtown breakfast rotary club primarily through the establishment of an endowment fund, the income from which shall be used to support such charitable purposes.

To promote, enhance and finance the charitable purposes of the san diego downtown breakfast rotary club primarily through the establishment of an endowment fund, the income from which shall be used to support such charitable purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,124,068$2,276,761▲ $152,693
Investments in Publicly Traded Securities$1,677,290$2,010,966▲ $333,676
Savings and Temporary Cash Investments$221,487$38,601▼ $182,886
Cash and Non-Interest-Bearing Accounts$20,020$19,563▼ $457
Accounts Receivable$4,626$4,626→ $0
Other Notes and Loans Receivable, Net$800$3,831▲ $3,031
Total Assets$2,124,223$2,277,587▲ $153,364
Other Assets Total$200,000$200,000→ $0
Liabilities
Other Liabilities$155$826▲ $671
Total Liabilities$155$826▲ $671
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,124,068$2,276,761▲ $152,693
Total Liabilities and Net Assets / Fund Balance$2,124,223$2,277,587▲ $153,364

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$200,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Brian MatterTrustee
Lawrence PotterTrustee
Martha PageSecretary
Tom VerburgtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$88,232
Program Service Revenue
$0
Investment Income
$52,480
Other Revenue
$0
All Other Contributions
$88,232
Change in Net Assets
$-75,616
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$196,599
Other Expenses$19,729
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$175,241--$175,241
Foreign Grants$21,358--$21,358
Other Expenses$14,028--$14,028
Fees for Services Accounting-$3,182-$3,182
Fees for Services Other-$2,519-$2,519
Total Functional Expenses$210,627$5,701$0$216,328
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Uss Midway MuseumSan Diego, CA-Carryout Mission$25,000
San Diego River Park FoundationSan Diego, CA-Carryout Mission$13,459
Rotary District 5000 FoundationHonolula, HI-Maui Fires$10,000
Foundation for Lake Chapala CharitLaredo, TX-Carryout Mission$8,800
Ukrainian Children IncWinstonsalem, NC-Carryout Mission$8,000
Reality ChangersSan Diego, CA-Carryout Mission$6,000
Via InternationalSan Diego, CA-Carryout Mission$5,600

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Dpl$800
Due to Club$26
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
San Diego Downtown Breakfast Rotary
EIN
33-0596091
Phone
6192768279
Address
P O BOX 80336, SAN DIEGO, CA 92138-0336

Signing Officer

Name
Tom Verburgt
Title
Treasurer
Phone
6192241050
Signed
2024-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Verburgt
Formed
1990
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Lang & Brown Cpas Accountancy Corp
Address
3990 OLD TOWN AVE STE A-206, SAN DIEGO, CA 92110-2982
Preparer
Marc W Brown CPA
Phone
6192241050
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To promote, enhance and finance the charitable purposes of the san diego downtown breakfast rotary club primarily through the establishment of an endowment fund, the income from which shall be used to support such charitable purposes”

Raw XML Appendix357 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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IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt113459
IRS990ScheduleI/RecipientTable/CashGrantAmt28800
IRS990ScheduleI/RecipientTable/CashGrantAmt38000
IRS990ScheduleI/RecipientTable/CashGrantAmt46000
IRS990ScheduleI/RecipientTable/CashGrantAmt55600
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CARRYOUT MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CARRYOUT MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CARRYOUT MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CARRYOUT MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CARRYOUT MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CARRYOUT MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6MAUI FIRES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0USS MIDWAY MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SAN DIEGO RIVER PARK FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2FOUNDATION FOR LAKE CHAPALA CHARIT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UKRAINIAN CHILDREN INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4REALITY CHANGERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5VIA INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ROTARY DISTRICT 5000 FOUNDATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0910 N HARBOR DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14891 PACIFIC HWY 110
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25802 BOB BULLOCK C1
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31315 S MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 50220
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51955 JULIAN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO BOX 2784
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0STE 38C-4A
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LAREDO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3WINSTONSALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm5SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm6HONOLULA
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6HI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192110
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd278041
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd327127
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd492165
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd592113
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd696803
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0VERIFICATION OF 501(C)(3) IS COMPLETED SO THAT FUNDS WILL BE USED TO FURHER THE ORGANIZATIONS EXEMPT PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE, ENHANCE AND FINANCE THE CHARITABLE PURPOSES OF THE SAN DIEGO DOWNTOWN BREAKFAST ROTARY CLUB PRIMARILY THROUGH THE ESTABLISHMENT OF AN ENDOWMENT FUND, THE INCOME FROM WHICH SHALL BE USED TO SUPPORT SUCH CHARITABLE PURPOSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsEOYAmt02277587
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IRS990/TotalAssetsGrp/EOYAmt02277587
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt088232
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05701
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0210627
IRS990/TotalFunctionalExpensesGrp/TotalAmt0216328
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0155
IRS990/TotalLiabilitiesEOYAmt0826
IRS990/TotalLiabilitiesGrp/BOYAmt0155
IRS990/TotalLiabilitiesGrp/EOYAmt0826
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IRS990/TotalProgramServiceExpensesAmt0210627
IRS990/TotalRevenueGrp/ExclusionAmt052480
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0140712
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02124223
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 80336
IRS990/USAddress/CityNm0SAN DIEGO
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IRS990/WebsiteAddressTxt0WWW.SDROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM VERBURGT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06192241050
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO DOWNTOWN BREAKFAST ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0330596091
ReturnHeader/Filer/PhoneNum06192768279
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 80336
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0921380336
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461621021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANG & BROWN CPAS ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03990 OLD TOWN AVE STE A-206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921102982
ReturnHeader/PreparerPersonGrp/PhoneNum06192241050
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC W BROWN CPA
ReturnHeader/ReturnTs02024-11-01T12:24:29-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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