Civic Intelligence

Bird Rock Community Development Corporation

990 • Fiscal year 2024 • EIN 33-0952543

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 08, 2024

5666 LA Jolla Blvd 168LA Jolla, CA 92037

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

89th percentile

0.46x

Higher debt load relative to assets than 89% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

8.4%

Higher net margin than 59% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

83rd percentile

44%

Faster asset growth than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

29%

Faster revenue growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$157,385

Up $48,313 (+44%) from 2023

Net Assets

Up

$84,497

Up $23,313 (+38%) from 2023

Liabilities

Up

$72,888

Up $25,000 (+52%) from 2023

Revenue

Up

$279,088

Up $63,478 (+29%) from 2023

Expenses

Up

$255,775

Up $32,362 (+14%) from 2023

Net Income

Up

$23,313

Up $31,116 (+399%) from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $95,320Liabilities 2015: $47,888Net Assets 2015: $47,4322015Assets 2016: $108,695Liabilities 2016: $48,578Net Assets 2016: $60,1172016Assets 2017: $111,162Liabilities 2017: $49,810Net Assets 2017: $61,3522017Assets 2018: $113,488Liabilities 2018: $47,888Net Assets 2018: $65,6002018Assets 2019: $124,544Liabilities 2019: $47,888Net Assets 2019: $76,6562019Assets 2020: $118,596Liabilities 2020: $47,888Net Assets 2020: $70,7082020Assets 2021: $113,104Liabilities 2021: $47,888Net Assets 2021: $65,2162021Assets 2022: $116,875Liabilities 2022: $47,888Net Assets 2022: $68,9872022Assets 2023: $109,072Liabilities 2023: $47,888Net Assets 2023: $61,1842023Assets 2024: $157,385Liabilities 2024: $72,888Net Assets 2024: $84,4972024Assets 2025: $160,635Liabilities 2025: $47,888Net Assets 2025: $112,7472025

Highlighted filing

2024

Assets$157,385
Liabilities$72,888
Net Assets$84,497

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2015: $171,838Expenses 2015: $162,331Net Income 2015: $9,5072015Revenue 2016: $202,062Expenses 2016: $189,377Net Income 2016: $12,6852016Revenue 2017: $205,781Expenses 2017: $204,546Net Income 2017: $1,2352017Revenue 2018: $213,678Expenses 2018: $209,430Net Income 2018: $4,2482018Revenue 2019: $163,642Expenses 2019: $152,586Net Income 2019: $11,0562019Revenue 2020: $189,525Expenses 2020: $195,473Net Income 2020: -$5,9482020Revenue 2021: $182,900Expenses 2021: $188,392Net Income 2021: -$5,4922021Revenue 2022: $241,654Expenses 2022: $237,883Net Income 2022: $3,7712022Revenue 2023: $215,610Expenses 2023: $223,413Net Income 2023: -$7,8032023Revenue 2024: $279,088Expenses 2024: $255,775Net Income 2024: $23,3132024Revenue 2025: $302,759Expenses 2025: $274,509Net Income 2025: $28,2502025

Highlighted filing

2024

Revenue$279,088
Expenses$255,775
Net Income$23,313
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 8, 2024
Return Version
2023v5.1
Gross Receipts
$279,088
Mission and Program Overview

Mission

The mission is to engage in all activities that enhance the growth and improvement of bird rock as a vibrant and diverse neighborhood.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$66,366$132,343▲ $65,977
Accounts Receivable$41,671$23,750▼ $17,921
Prepaid Expenses and Deferred Charges$1,035$1,292▲ $257
Savings and Temporary Cash Investments-$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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$109,072$157,385▲ $48,313
Other Assets Total-$0-
Liabilities
Other Liabilities$47,888$72,888▲ $25,000
Total Liabilities$47,888$72,888▲ $25,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$61,184$59,497▼ $1,687
Net Assets With Donor Restrictions-$25,000-
Total Net Assets Fund Balance$61,184$84,497▲ $23,313
Total Liabilities and Net Assets / Fund Balance$109,072$157,385▲ $48,313
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joe TerryPresident
Joe ParkerVice President
Craig BenderDirector
Eric KleinbubDirector
Janet GentileDirector
Janette WilliamsDirector
Jennifer Van GalderDirector
Kristin BarretDirector
Lake PriceDirector
Marco GentileDirector
Barbara DunbarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,460
Program Service Revenue
$239,405
Investment Income
$3
Other Revenue
$3,220
All Other Contributions
$25,160
Change in Net Assets
$23,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$255,058
Grants and Similar Amounts Paid$717
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$42,534$186-$42,720
Other Expenses$19,975--$19,975
Fees for Services Accounting$9,220$3,750-$12,970
Insurance$2,823$1,035-$3,858
Grants to Domestic Orgs$717--$717
Fees for Services Other-$378-$378
Total Functional Expenses$250,426$5,349$0$255,775
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
San Diego City Advance$47,888
San Diego County Grant$25,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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
Bird Rock Community Development
EIN
33-0952543
Address
5666 LA JOLLA BLVD 168, LA JOLLA, CA 92037

Signing Officer

Name
Barbara Dunbar
Title
Treasurer
Signed
2024-08-08
Discuss with paid preparer
No

Organization Details

Principal Officer
Barbara Dunbar
Formed
2000
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
0

Preparer

Firm
Russell Ingledew CPA Inc
Address
7301 GIRARD AVE SUITE 303, LA JOLLA, CA 92037
Preparer
Russell Ingledew
Phone
8584542190
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

HOLIDAY EVENT: Column (A) - Total = $700; Column (B) - Program Services = $700; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

LANDSCAPING SERVICES : Column (A) - Total = $19741; Column (B) - Program Services = $19741; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

PO BOX: Column (A) - Total = $372; Column (B) - Program Services = $186; Column (C) - Management & General = $186; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Printing and Publications: Column (A) - Total = $11036; Column (B) - Program Services = $11036; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

PROJECT EXP BENCHES & PLAQUES: Column (A) - Total = $8461; Column (B) - Program Services = $8461; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

SECURITY: Column (A) - Total = $1170; Column (B) - Program Services = $1170; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

WEB HOSTING: Column (A) - Total = $1240; Column (B) - Program Services = $1240; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990/OtherExpensesGrp/Desc1PROFESSIONAL/TECHNICAL
IRS990/OtherExpensesGrp/Desc2PROJECT EXPENSES - MAD
IRS990/OtherExpensesGrp/Desc3MANAGEMENT CONTRACTOR
IRS990/OtherExpensesGrp/ProgramServicesAmt0128970
IRS990/OtherExpensesGrp/ProgramServicesAmt123117
IRS990/OtherExpensesGrp/ProgramServicesAmt223070
IRS990/OtherExpensesGrp/ProgramServicesAmt319975
IRS990/OtherExpensesGrp/TotalAmt0128970
IRS990/OtherExpensesGrp/TotalAmt123117
IRS990/OtherExpensesGrp/TotalAmt223070
IRS990/OtherExpensesGrp/TotalAmt319975
IRS990/OtherLiabilitiesGrp/BOYAmt047888
IRS990/OtherLiabilitiesGrp/EOYAmt072888
IRS990/OtherRevenueMiscGrp/Desc0theft loss recovery
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03220
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03220
IRS990/OtherRevenueTotalAmt03220
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01035
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01292
IRS990/PrincipalOfficerNm0BARBARA DUNBAR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0BIRD ROCK COAST OVERLOOKS
IRS990/ProgramServiceRevenueGrp/Desc1HOLIDAY EVENT
IRS990/ProgramServiceRevenueGrp/Desc2MARKETING INCOME
IRS990/ProgramServiceRevenueGrp/Desc3TAX ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc4WAVERLY GATE MOSAIC PROJ
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0525
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26090
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3230590
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0525
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3230590
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt08875
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0223413
IRS990/PYProgramServiceRevenueAmt0206732
IRS990/PYRevenuesLessExpensesAmt0-7803
IRS990/PYTotalExpensesAmt0223413
IRS990/PYTotalRevenueAmt0215610
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt023313
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0275865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0215607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0241651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0182897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0189522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01105542
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03220
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03220
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99710
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01105542
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0275865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0215607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0241651
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0182897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0189522
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01105542
IRS990ScheduleA/TotalSupportAmt01108777
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/Amt047888
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt125000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0San Diego City Advance
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1San Diego County Grant
IRS990ScheduleD/TotalLiabilityAmt072888
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOLIDAY EVENT: Column (A) - Total = $700; Column (B) - Program Services = $700; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LANDSCAPING SERVICES : Column (A) - Total = $19741; Column (B) - Program Services = $19741; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PO BOX: Column (A) - Total = $372; Column (B) - Program Services = $186; Column (C) - Management & General = $186; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Printing and Publications: Column (A) - Total = $11036; Column (B) - Program Services = $11036; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROJECT EXP BENCHES & PLAQUES: Column (A) - Total = $8461; Column (B) - Program Services = $8461; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SECURITY: Column (A) - Total = $1170; Column (B) - Program Services = $1170; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEB HOSTING: Column (A) - Total = $1240; Column (B) - Program Services = $1240; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0109072
IRS990/TotalAssetsEOYAmt0157385
IRS990/TotalAssetsGrp/BOYAmt0109072
IRS990/TotalAssetsGrp/EOYAmt0157385

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