Civic Intelligence

Point Loma Rotary Endowment Fund Inc.

990EZ • Fiscal year 2017 • EIN 33-0643757

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

Organization ProfileN/A
PO Box 6454San Diego, CA 92166

(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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$356,061

Up $75,765 (+27%) from 2016

Net Assets

Up

$356,061

Up $75,765 (+27%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$163,944

Up $15,171 (+10%) from 2016

Expenses

Down

$88,179

Down $31,281 (-26%) from 2016

Net Income

Up

$75,765

Up $46,452 (+158%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2017

Assets$356,061
Liabilities-
Net Assets$356,061
Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

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

2017

Revenue$163,944
Expenses$88,179
Net Income$75,765
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$189,397
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
VARIOUS$88,103-
Compensation and Service Providers
Top Officer Pay76th 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$58,552$58,552$20,170$38,382
Comedy Night$9,320$9,320$5,283$4,037
Total Events$67,872$67,872$25,453$42,419
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
Robert G Baker
Title
Treasurer
Signed
2017-11-03
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: $25000”

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: $63103”

Other Expenses.1

“OFFICE $76”

Raw XML Appendix177 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.

Path#Value
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IRS990EZ/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum06192232800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01144 AKRON ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092106
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0280296
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0356061
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0121423
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt075765
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0280296
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0356061
IRS990EZ/FundraisingGrossIncomeAmt067872
IRS990EZ/GrantsAndSimilarAmountsPaidAmt088103
IRS990EZ/GrossReceiptsAmt0189397
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0102
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0280296
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0356061
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0280296
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0356061
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD THORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUDY BYRUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT G BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt076
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt088103
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025453
IRS990EZ/SpecialEventsNetIncomeLossAmt042419
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088179
IRS990EZ/TotalProgramServiceExpensesAmt088103
IRS990EZ/TotalRevenueAmt0163944
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0121423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0113585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0101546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt063340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt063223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0463117
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0135
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01082
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01440
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02759
IRS990ScheduleA/InvestmentIncomeCYPct00.00450
IRS990ScheduleA/InvestmentIncomePYPct00.00810
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt042419
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt035188
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt035690
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt029755
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt07067
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0150119
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75180
IRS990ScheduleA/PublicSupportPY509Pct00.77330
IRS990ScheduleA/PublicSupportTotal509Amt0463117
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0121423
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0113585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063340
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063223
IRS990ScheduleA/Total509Grp/TotalAmt0463117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0163944
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0148908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0137236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt094535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071372
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0615995
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025453
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BIKE RIDE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COMEDY NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt058552
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058552
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067872
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042419
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025453
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020170
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05283
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: $25000
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: $63103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE $76
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.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
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/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/ReturnTs02017-11-11T14:10:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$356,061
Liabilities
-
Net assets
$356,061
Revenue
$163,944
Expenses
$88,179
Net income
$75,765
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