Civic Intelligence

Point Loma Rotary Endowment Fund Inc.

990EZ • Fiscal year 2022 • EIN 33-0643757

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 08, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

40th percentile

-3.5%

Faster asset growth than 40% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

50th percentile

9.2%

Faster revenue growth than 50% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$413,208

Down $14,872 (-3.5%) from 2021

Net Assets

Down

$413,208

Down $14,872 (-3.5%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$144,145

Up $12,101 (+9.2%) from 2021

Expenses

Down

$116,643

Down $6,439 (-5.2%) from 2021

Net Income

Up

$27,502

Up $18,540 (+207%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$413,208
Liabilities-
Net Assets$413,208

Operations Trend

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

2022

Revenue$144,145
Expenses$116,643
Net Income$27,502
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 8, 2022
Return Version
2021v4.0
Gross Receipts
$179,426
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.-$116,643
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dave LeedomPresident-$0--
Judy ByrumSecretary-$0--
Robert G BakerTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bike Ride$108,781$108,781$31,933$76,848
Comedy Night$11,638$11,638$3,348$8,290
Total Events$120,419$120,419$35,281$85,138
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
2022-09-08
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

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

| Donee's Name: UC San Diego Foundation | Donee's Address: 9500 Gilman Drive #0940 La Jolla CA 92093 | Relationship of Donee: Unrelated | Cash Amount Given: $60000

Other Assets.1

Investment Acct Clutinger/Williams - Beginning $171630 Investment Acct Clutinger/Williams - Ending $156000

Other Assets.2

Investment Acct SD Foundation - Beginning $165790 Investment Acct SD Foundation - Ending $152245

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: UC San Diego Foundation | Donee's Address: 9500 Gilman Drive #0940 La Jolla CA 92093 | Relationship of Donee: Unrelated | Cash Amount Given: $60000
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ReturnHeader/ReturnTs02022-09-08T17:50:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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