Civic Intelligence

San Diego Downtown Breakfast Rotary Foundation

990 • Fiscal year 2021 • EIN 33-0596091

Jul 01, 2020 to Jun 30, 2021 • Filed on May 05, 2022

Organization ProfileWWW.SDROTARY.ORG
P O Box 80336San Diego, CA 92138-0336

(619) 276-8279

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.22x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

2nd percentile

-129%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

59th percentile

14%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,267,049

Up $281,977 (+14%) from 2020

Net Assets

Up

$2,253,783

Up $325,365 (+17%) from 2020

Liabilities

Down

$13,266

Down $43,388 (-77%) from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$61,475

Down $508,182 (-89%) from 2020

Expenses

Down

$140,523

Down $183,130 (-57%) from 2020

Net Income

Down

-$79,048

Down $325,052 (-132%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2021

Assets$2,267,049
Liabilities$13,266
Net Assets$2,253,783
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

2021

Revenue$61,475
Expenses$140,523
Net Income-$79,048
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 5, 2022
Return Version
2020v4.0
Gross Receipts
$61,475
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$1,928,418$2,253,783▲ $325,365
Investments in Publicly Traded Securities$1,248,166$1,775,435▲ $527,269
Other Notes and Loans Receivable, Net$201,438$134,292▼ $67,146
Savings and Temporary Cash Investments$70,629$109,314▲ $38,685
Cash and Non-Interest-Bearing Accounts$258,968$41,829▼ $217,139
Accounts Receivable$5,871$6,179▲ $308
Total Assets$1,985,072$2,267,049▲ $281,977
Other Assets Total$200,000$200,000→ $0
Liabilities
Deferred Revenue$56,654$10,266▼ $46,388
Accounts Payable and Accrued Expenses-$3,000-
Total Liabilities$56,654$13,266▼ $43,388
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,928,418$2,253,783▲ $325,365
Total Liabilities and Net Assets / Fund Balance$1,985,072$2,267,049▲ $281,977

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$200,000--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Robert M BerryPresident
Brian MatterTrustee
Dale GanzowTrustee
Dave MckeeTrustee
Roxane HelstromSecretary
Frank a De FrancescoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,688
Program Service Revenue
$0
Investment Income
$25,813
Other Revenue
$2,974
All Other Contributions
$32,688
Change in Net Assets
$-79,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$133,841
Other Expenses$6,682
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,765--$111,765
Foreign Grants$22,076--$22,076
Fees for Services Accounting-$6,331-$6,331
Office Expenses-$205-$205
Other Expenses-$10-$10
Total Functional Expenses$133,841$6,682$0$140,523
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Meals on WheelsSan Diego, CA--$11,795
University of San DiegoSan Diego, CA--$10,000
Rotary Club of San DiegoSan Diego, CA--$7,592
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
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 Found
EIN
33-0596091
Phone
6192768279
Address
P O BOX 80336, SAN DIEGO, CA 92138-0336

Signing Officer

Name
Robert M Berry
Title
President
Phone
6192241050
Signed
2022-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert M Berry
Formed
1990
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
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”

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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/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY CLUB OF SAN DIEGO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF SAN DIEGO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MEALS ON WHEELS
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15998 ALCALA PARK
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22254 SAN DIEGO AVENUE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0VERIFICATION OF 501(C)(3) IS COMPLETED SO THAT FUNDS WILL BE USED TO FURTH ER THE ORGANIZATIONS EXEMPT PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01985072
IRS990/TotalAssetsEOYAmt02267049
IRS990/TotalAssetsGrp/BOYAmt01985072
IRS990/TotalAssetsGrp/EOYAmt02267049
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt032688
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06682
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0133841
IRS990/TotalFunctionalExpensesGrp/TotalAmt0140523
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt056654
IRS990/TotalLiabilitiesEOYAmt013266
IRS990/TotalLiabilitiesGrp/BOYAmt056654
IRS990/TotalLiabilitiesGrp/EOYAmt013266
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02253783
IRS990/TotalProgramServiceExpensesAmt0133841
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028787
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061475
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01985072
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02267049
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0472 SANTA BARTOLA
IRS990/USAddress/CityNm0SOLANA BEACH
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092075
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.SDROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06192241050
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO DOWNTOWN BREAKFAST FOUND
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
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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/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC W BROWN CPA
ReturnHeader/ReturnTs02022-05-10T11:13:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERRY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,267,049
Liabilities
$13,266
Net assets
$2,253,783
Revenue
$61,475
Expenses
$140,523
Net income
-$79,048
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