Civic Intelligence

Point Loma Rotary Endowment Fund Inc.

990EZ • Fiscal year 2016 • EIN 33-0643757

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 25, 2017

Organization ProfileN/A
2240 Shelter Island Dr 106San Diego, CA 92106

(619) 223-2800

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$280,296

No earlier filing loaded for comparison.

Net Assets

$280,296

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

$148,773

No earlier filing loaded for comparison.

Expenses

$119,460

No earlier filing loaded for comparison.

Net Income

$29,313

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$280,296
Liabilities-
Net Assets$280,296
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue$148,773
Expenses$119,460
Net Income$29,313
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 25, 2017
Return Version
2015v3.0
Gross Receipts
$177,090
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
VARIOUS$119,286-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD THORNPresident-$0--
JUDY BYRUMSecretary-$0--
ROBERT G BAKERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bike Ride$54,328$54,328$24,623$29,705
Comedy Night$9,177$9,177$3,694$5,483
Total Events$63,505$63,505$28,317$35,188
Filing and Contact Details

Filer

Filer Name
Point Loma Rotary Endowment Fund Inc
EIN
33-0643757
Address
2240 SHELTER ISLAND DR 106, SAN DIEGO, CA 92106

Signing Officer

Name
Robert G Baker
Title
Treasurer
Signed
2017-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Robert G Baker Accountancy Corp
Address
2240 Shelter Island Drive Suite 106, San Diego, CA 92106
Preparer
Robert G Baker
Phone
6192232800
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: UCSD FOUNDATION | Donee's Address: 3333 N. TORREY PINES COURT STE 200 LA JOLLA CA 92037 | Relationship of Donee: NONE | Cash Amount Given: $20000”

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

“| Donee's Name: NONE OVER $5,000 | Donee's Address: 2240 SHELTER ISLAND DR STE 106 SAN DIEGO CA 92106 | Relationship of Donee: NONE | Cash Amount Given: $99286”

Other Expenses.1002

“Office Expenses $174”

Raw XML Appendix176 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/USAddress/CityNm0SAN DIEGO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0174
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0119286
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028317
IRS990EZ/SpecialEventsNetIncomeLossAmt035188
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119460
IRS990EZ/TotalProgramServiceExpensesAmt0119286
IRS990EZ/TotalRevenueAmt0148773
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0113585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0101546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt063223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0416888
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0135
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01703
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01440
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01703
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04360
IRS990ScheduleA/InvestmentIncomeCYPct00.00810
IRS990ScheduleA/InvestmentIncomePYPct00.01300
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt035188
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt035690
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt029755
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt07067
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt010169
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0117869
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77330
IRS990ScheduleA/PublicSupportPY509Pct00.79940
IRS990ScheduleA/PublicSupportTotal509Amt0416888
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071372
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087066
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0539117
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BIKE RIDE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COMEDY NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054328
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024623
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: UCSD FOUNDATION | Donee's Address: 3333 N. TORREY PINES COURT STE 200 LA JOLLA CA 92037 | Relationship of Donee: NONE | Cash Amount Given: $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: NONE OVER $5,000 | Donee's Address: 2240 SHELTER ISLAND DR STE 106 SAN DIEGO CA 92106 | Relationship of Donee: NONE | Cash Amount Given: $99286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $174
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POINT LOMA ROTARY ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0POIN
ReturnHeader/Filer/EIN0330643757
ReturnHeader/Filer/USAddress/AddressLine1Txt02240 SHELTER ISLAND DR 106
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092106
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert G Baker Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02240 Shelter Island Drive Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092106
ReturnHeader/PreparerPersonGrp/PhoneNum06192232800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert G Baker
ReturnHeader/ReturnTs02017-01-25T12:02:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$280,296
Liabilities
-
Net assets
$280,296
Revenue
$148,773
Expenses
$119,460
Net income
$29,313
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