Civic Intelligence

San Diego Downtown Breakfast Rotary Foundation

990 • Fiscal year 2015 • EIN 33-0596091

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

P O Box 80336San Diego, CA 92138

(619) 276-8279

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.23x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

57th percentile

5.4%

Faster asset growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

3.0%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$459,428

Up $23,544 (+5.4%) from 2014

Net Assets

Up

$419,155

Up $3,656 (+0.9%) from 2014

Liabilities

Up

$40,273

Up $19,888 (+98%) from 2014

Revenue

Up

$177,716

Up $5,224 (+3.0%) from 2014

Expenses

Up

$157,095

Up $4,327 (+2.8%) from 2014

Net Income

Up

$20,621

Up $897 (+4.5%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$459,428
Liabilities$40,273
Net Assets$419,155

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$177,716
Expenses$157,095
Net Income$20,621
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$269,276
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$415,499$419,155▲ $3,656
Investments in Publicly Traded Securities$371,533$383,096▲ $11,563
Cash and Non-Interest-Bearing Accounts$28,365$62,095▲ $33,730
Savings and Temporary Cash Investments$35,588$14,237▼ $21,351
Accounts Receivable$398$0▼ $398
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$435,884$459,428▲ $23,544
Other Assets Total-$0-
Liabilities
Deferred Revenue$20,120$40,273▲ $20,153
Other Liabilities$265--
Total Liabilities$20,385$40,273▲ $19,888
Net Assets / Fund Balance
Total Net Assets Fund Balance$415,499$419,155▲ $3,656
Total Liabilities and Net Assets / Fund Balance$435,884$459,428▲ $23,544
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael WhitehurstChairman
Mel GallegosVice-Chair
Gary GreenBoard Member
Frank De FrancescoCFO
Lynn HamiltonSecretary
Thomas SayerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$136,997
Program Service Revenue
$0
Investment Income
$22,642
Other Revenue
$18,077
All Other Contributions
$39,450
Change in Net Assets
$20,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$157,000
Other Expenses$95
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$154,500--$154,500
Foreign Grants$2,500--$2,500
Other Expenses-$45-$45
Total Functional Expenses$157,000$95$0$157,095
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Guide onMissoula, MT-Support Famil. of US Military$33,000
Navy League San DiegoSan Diego, CA-Support to Active Duty Military$10,000
Sd Armed Services YmcaSan Diego, CA-Wounded Warriors$10,000
Veterans Village of San DiegoSan Diego, CA-Veterans General Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,282
Fundraising Direct Expenses$24,205
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$132,441$39,327$17,070$22,257
Fundraisers$7,388$2,955-$2,955
Total Events$139,829$42,282$24,205$18,077
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-
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

Treasurer presents form 990 at the board meeting for review.

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

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
San Diego Downtown Breakfast
EIN
33-0596091
Phone
6192768279
Address
P O Box 80336, San Diego, CA 92138

Signing Officer

Name
Michael Whitehurst
Title
Chairman
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Lang & Brown Cpas Acctcy Corp
Address
3910 Chapman Street Suite B, San Diego, CA 92110
Preparer
Donald P Lang CPA
Phone
6192241050
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08861
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08587
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07303
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06464
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05840
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt037055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08861
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08587
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06464
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05840
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt037055
IRS990ScheduleA/InvestmentIncomeCYPct00.04580
IRS990ScheduleA/InvestmentIncomePYPct00.04430
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt018077
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04303
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt020877
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt030989
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt024990
IRS990ScheduleA/OtherIncome509Grp/TotalAmt099236
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83140
IRS990ScheduleA/PublicSupportPY509Pct00.77090
IRS990ScheduleA/PublicSupportTotal509Amt0672111
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0152573
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0136268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0139631
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0142801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100838
IRS990ScheduleA/Total509Grp/TotalAmt0672111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0179511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0149158
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0167811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0180254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0131668
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0808402
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
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt097547
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt093114
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04433
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024205
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07135
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0132441
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07388
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0139829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02955
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042282
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018077
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017070
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017070
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt033000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FAMIL. OF US MILITARY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT TO ACTIVE DUTY MILITARY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2WOUNDED WARRIORS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3VETERANS GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GUIDE ON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NAVY LEAGUE SAN DIEGO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SD ARMED SERVICES YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3VETERANS VILLAGE OF SAN DIEGO
IRS990ScheduleI/RecipientTable/RecipientEIN0271342388
IRS990ScheduleI/RecipientTable/RecipientEIN1953864195
IRS990ScheduleI/RecipientTable/RecipientEIN2951679700
IRS990ScheduleI/RecipientTable/RecipientEIN3953649525
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02814 BROOKS STREET 202
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12115 PARK BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt234800 BOB WILSON DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34141 PACIFIC HIGHWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MISSOULA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059801
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd292134
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd392110
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASURER PRESENTS FORM 990 AT THE BOARD MEETING FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
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/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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