Civic Intelligence

Point Loma Rotary Endowment Fund Inc.

990EZ • Fiscal year 2020 • EIN 33-0643757

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 12, 2020

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

(619) 977-2897

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

25th percentile

-13%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-1.0%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

-13%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$352,483

Down $3,580 (-1.0%) from 2019

Net Assets

Down

$352,483

Down $3,580 (-1.0%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$135,261

Down $19,512 (-13%) from 2019

Expenses

Down

$153,495

Down $1,858 (-1.2%) from 2019

Net Income

Down

-$18,234

Down $17,654 (-3044%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2020

Assets$352,483
Liabilities-
Net Assets$352,483
Open 2020 Filing

Operations Trend

Revenue Growth51st 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

2020

Revenue$135,261
Expenses$153,495
Net Income-$18,234
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 12, 2020
Return Version
2019v5.0
Gross Receipts
$176,282
Mission and Program Overview

Mission

COMMUNITY SERVICE

Financial Support to Community and International Service Programs

Program Services

DescriptionGrantsExpenses
Supported various community & international service programs such as Hospital Foundations, Boys & Girls Clubs, Meals on Wheels, YMCA, High School Sports Programs, Scouting, Military Family Holiday Support, International Disaster Relief Programs , World Wide Polio Eradication and Clean water systems in Fiji.$152,931-
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$85,355$85,355$23,170$62,185
Comedy Night$10,169$10,169$3,804$6,365
Total Events$95,524$95,524$26,974$68,550
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
2020-09-12
Discuss with paid preparer
Yes

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

Other Expenses.1

“Various Community Support $112931”

Other Expenses.2

“UCSD Foundation $40000”

Other Expenses.3

“Administrative $564”

Other Assets.1

“Investment Acct Clutinger/Williams - Beginning $133239 Investment Acct Clutinger/Williams - Ending $137683”

Other Assets.2

“Investment Acct SD Foundation - Beginning $130038 Investment Acct SD Foundation - Ending $130714”

Raw XML Appendix187 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/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0152931
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt068550
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0135261
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074722
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0121423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0113585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0496779
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IRS990ScheduleA/InvestmentIncomeCYPct00.04510
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt035188
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0257503
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.62890
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Various Community Support $112931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UCSD Foundation $40000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administrative $564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Investment Acct Clutinger/Williams - Beginning $133239 Investment Acct Clutinger/Williams - Ending $137683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Investment Acct SD Foundation - Beginning $130038 Investment Acct SD Foundation - Ending $130714
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert G Baker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-12
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/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
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan M Blitz
ReturnHeader/ReturnTs02020-09-15T15:52:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$352,483
Liabilities
-
Net assets
$352,483
Revenue
$135,261
Expenses
$153,495
Net income
-$18,234
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