Civic Intelligence

Point Loma Rotary Endowment Fund Inc

EIN 33-0643757 • 501(c)3 • San Diego, CA

Profile

Financial Support to Community and International Service Programs

PO Box 6454San Diego, CA 92166

n/A

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.07x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

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.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$531,682

Up $40,086 (+8.2%) from 2024

Liabilities

$6,969

No earlier filing loaded for comparison.

Net Assets

Up

$524,713

Up $33,117 (+6.7%) from 2024

Operations
Liabilities / Revenue64th percentileNet Margin23rd percentile

Revenue

Down

$106,269

Down $50,332 (-32%) from 2024

Expenses

Down

$117,042

Down $15,116 (-11%) from 2024

Net Income

Down

-$10,773

Down $35,216 (-144%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$600K$400K$200K$0Assets 2016: $280,296Net Assets 2016: $280,2962016Assets 2017: $356,061Net Assets 2017: $356,0612017Assets 2018: $367,121Net Assets 2018: $367,1212018Assets 2019: $356,063Net Assets 2019: $356,0632019Assets 2020: $352,483Net Assets 2020: $352,4832020Assets 2021: $428,080Net Assets 2021: $428,0802021Assets 2022: $413,208Net Assets 2022: $413,2082022Assets 2023: $416,054Net Assets 2023: $416,0542023Assets 2024: $491,596Net Assets 2024: $491,5962024Assets 2025: $531,682Liabilities 2025: $6,969Net Assets 2025: $524,7132025

Highlighted filing

2025

Assets$531,682
Liabilities$6,969
Net Assets$524,713
Open 2025 Filing

Operations Trend

Revenue Growth22nd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $148,773Expenses 2016: $119,460Net Income 2016: $29,3132016Revenue 2017: $163,944Expenses 2017: $88,179Net Income 2017: $75,7652017Revenue 2018: $158,290Expenses 2018: $172,308Net Income 2018: -$14,0182018Revenue 2019: $154,773Expenses 2019: $155,353Net Income 2019: -$5802019Revenue 2020: $135,261Expenses 2020: $153,495Net Income 2020: -$18,2342020Revenue 2021: $132,044Expenses 2021: $123,082Net Income 2021: $8,9622021Revenue 2022: $144,145Expenses 2022: $116,643Net Income 2022: $27,5022022Revenue 2023: $136,663Expenses 2023: $153,267Net Income 2023: -$16,6042023Revenue 2024: $156,601Expenses 2024: $132,158Net Income 2024: $24,4432024Revenue 2025: $106,269Expenses 2025: $117,042Net Income 2025: -$10,7732025

Highlighted filing

2025

Revenue$106,269
Expenses$117,042
Net Income-$10,773
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$531,682
Liabilities
$6,969
Net assets
$524,713
Revenue
$106,269
Expenses
$117,042
Net income
-$10,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.32$0.07$5.25$1.06$1.17$0.11
2024Detailed filing. Detailed filing data is available for this year.$4.92$4.92$1.57$1.32$0.24
2023Detailed filing. Detailed filing data is available for this year.$4.16$4.16$1.37$1.53$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.13$4.13$1.44$1.17$0.28
2021Detailed filing. Detailed filing data is available for this year.$4.28$4.28$1.32$1.23$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.52$3.52$1.35$1.53$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.56$3.56$1.55$1.55$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.67$3.67$1.58$1.72$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.56$3.56$1.64$0.88$0.76
2016Detailed filing. Detailed filing data is available for this year.$2.80$2.80$1.49$1.19$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 3, 2025
Return Version
2024v5.2
Gross Receipts
$136,012
Mission and Program Overview

Mission

COMMUNITY SERVICE

Financial Support to Community and International Service Programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$378,794$422,684▲ $43,890
Savings and Temporary Cash Investments$88,679$78,343▼ $10,336
Cash and Non-Interest-Bearing Accounts$24,123$30,655▲ $6,532
Accounts Receivable-$0-
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$491,596$531,682▲ $40,086
Other Assets Total-$0-
Liabilities
Other Liabilities-$6,969-
Total Liabilities$0$6,969▲ $6,969
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$491,596$524,713▲ $33,117
Total Net Assets Fund Balance$491,596$524,713▲ $33,117
Total Liabilities and Net Assets / Fund Balance$491,596$531,682▲ $40,086
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Dave LeedomPresident
Gus GoldauDirector
Mandy HavlikDirector
Wendy MorrisonSecretary
Donna WilderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$850
Program Service Revenue
$0
Investment Income
$4,410
Other Revenue
$101,009
All Other Contributions
$850
Change in Net Assets
$-10,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$116,167
Other Expenses$875
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$116,167--$116,167
Other Expenses-$425-$425
Total Functional Expenses$116,167$875$0$117,042
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
UCSD FoundationSan Diego, CA-Research$65,000
Various Support under 5kSan Diego, CA-Assistance$51,167
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$130,752
Fundraising Direct Expenses$29,743
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bike Ride$119,663$119,663$25,126$94,537
Comedy Night$11,089$11,089$4,617$6,472
Total Events$130,752$130,752$29,743$101,009
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Payable$6,969
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, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Point Loma Rotary Endowment Fund Inc
EIN
33-0643757
Address
PO Box 6454, San Diego, CA 92166

Signing Officer

Name
Dave Leedom
Title
President
Signed
2025-10-03
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Blitz Lee & Company
Address
3838 Camino Del Rio N Ste 360, San Diego, CA 92108
Preparer
Alan M Blitz
Phone
6192835534
Supplemental Narrative

Additional Explanations

Statement Note 1

“RRF-1Question 5City of San Diego1200 Third AvenueSan Diego, CA 92101$3,000”

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IRS990ScheduleA/PublicSupportPY509Pct00.47440
IRS990ScheduleA/PublicSupportTotal509Amt0246905
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028604
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042475
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0129186
IRS990ScheduleA/Total509Grp/TotalAmt0246905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0106269
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0156601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0135968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0132044
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0618457
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
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06969
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Loan Payable
IRS990ScheduleD/TotalLiabilityAmt06969
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029743
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Bike Ride
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Comedy Night
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011089
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0119663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0130752
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0101009
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029743
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025126
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04617
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt065000
IRS990ScheduleI/RecipientTable/CashGrantAmt151167
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Research
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Assistance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UCSD Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Various Support under 5k
IRS990ScheduleI/RecipientTable/RecipientEIN0952872494
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09500 Gilman Drive
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11011 Anchorage Lane
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Diego
IRS990ScheduleI/RecipientTable/USAddress/CityNm1San Diego
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092093
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192106
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IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RRF-1Question 5City of San Diego1200 Third AvenueSan Diego, CA 92101$3,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Statement Note 1
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0491596
IRS990/TotalAssetsEOYAmt0531682
IRS990/TotalAssetsGrp/BOYAmt0491596
IRS990/TotalAssetsGrp/EOYAmt0531682
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0850
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0875
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0116167
IRS990/TotalFunctionalExpensesGrp/TotalAmt0117042
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt06969
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt06969
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0491596
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0524713
IRS990/TotalProgramServiceExpensesAmt0116167
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0101009
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04410
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0106269
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0491596
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0531682
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO Box 6454
IRS990/USAddress/CityNm0San Diego
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092166
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dave Leedom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Point Loma Rotary Endowment Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0POIN
ReturnHeader/Filer/EIN0330643757
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6454
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092166
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330076174
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blitz Lee & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03838 Camino Del Rio N Ste 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192835534

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