Civic Intelligence

Rancho Bernardo Rotary Club Foundation Inc.

990 • Fiscal year 2018 • EIN 95-3296211

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 31, 2018

Organization Profilerbrotary.org/Page/rancho-bernardo-rota
PO Box 28501San Diego, CA 92198

(858) 245-2412

Siviq Scores

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

Liabilities / Assets

67th percentile

0.13x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

1.83x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

3rd percentile

-93%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

48th percentile

1.0%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$530,528

Up $5,316 (+1.0%) from 2017

Net Assets

Down

$463,292

Down $3,600 (-0.8%) from 2017

Liabilities

Up

$67,236

Up $8,916 (+15%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin3rd percentile

Revenue

Down

$36,672

Down $52,637 (-59%) from 2017

Expenses

Up

$70,835

Up $12,629 (+22%) from 2017

Net Income

Down

-$34,163

Down $65,266 (-210%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$800K$600K$400K$200K$0Assets 2011: $567,991Liabilities 2011: $77,238Net Assets 2011: $490,7532011Assets 2012: $530,497Liabilities 2012: $58,041Net Assets 2012: $472,4562012Assets 2013: $536,836Liabilities 2013: $59,190Net Assets 2013: $477,6462013Assets 2014: $573,035Liabilities 2014: $61,366Net Assets 2014: $511,6692014Assets 2015: $513,344Liabilities 2015: $59,543Net Assets 2015: $453,8012015Assets 2016: $485,222Liabilities 2016: $52,109Net Assets 2016: $433,1132016Assets 2017: $525,212Liabilities 2017: $58,320Net Assets 2017: $466,8922017Assets 2018: $530,528Liabilities 2018: $67,236Net Assets 2018: $463,2922018Assets 2019: $530,133Liabilities 2019: $24,308Net Assets 2019: $505,8252019Assets 2020: $576,236Liabilities 2020: $39,475Net Assets 2020: $536,7612020Assets 2021: $716,845Liabilities 2021: $60,640Net Assets 2021: $656,2052021Assets 2022: $562,660Liabilities 2022: $55,853Net Assets 2022: $506,8072022Assets 2023: $664,245Liabilities 2023: $39,390Net Assets 2023: $624,8552023Assets 2024: $794,846Liabilities 2024: $60,871Net Assets 2024: $733,9752024

Highlighted filing

2018

Assets$530,528
Liabilities$67,236
Net Assets$463,292
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$100K$0-$100KRevenue 2011: $46,765Expenses 2011: $67,289Net Income 2011: -$20,5242011Expenses 2012: $38,3052012Revenue 2013: $63,134Expenses 2013: $64,557Net Income 2013: -$1,4232013Revenue 2014: $44,090Expenses 2014: $68,617Net Income 2014: -$24,5272014Revenue 2015: $82,752Expenses 2015: $59,852Net Income 2015: $22,9002015Revenue 2016: $35,897Expenses 2016: $51,552Net Income 2016: -$15,6552016Revenue 2017: $89,309Expenses 2017: $58,206Net Income 2017: $31,1032017Revenue 2018: $36,672Expenses 2018: $70,835Net Income 2018: -$34,1632018Revenue 2019: $70,196Expenses 2019: $52,564Net Income 2019: $17,6322019Revenue 2020: $116,770Expenses 2020: $99,293Net Income 2020: $17,4772020Revenue 2021: $125,741Expenses 2021: $126,368Net Income 2021: -$6272021Revenue 2022: $85,250Expenses 2022: $102,837Net Income 2022: -$17,5872022Revenue 2023: $175,252Expenses 2023: $104,792Net Income 2023: $70,4602023Revenue 2024: $163,265Expenses 2024: $139,501Net Income 2024: $23,7642024

Highlighted filing

2018

Revenue$36,672
Expenses$70,835
Net Income-$34,163
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 31, 2018
Return Version
2017v2.2
Gross Receipts
$107,326
Mission and Program Overview

Mission

To benefit primarily the local community with charitable works in the areas of education, health, science, cultural and civic activities.

To benefit the local community with charitable works in the areas of education, health, science, cultural and civic activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$471,353$443,833▼ $27,520
Savings and Temporary Cash Investments$36,583$72,763▲ $36,180
Cash and Non-Interest-Bearing Accounts$17,276$13,932▼ $3,344
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$525,212$530,528▲ $5,316
Other Assets Total-$0-
Liabilities
Escrow Account Liability$55,325$60,105▲ $4,780
Accounts Payable and Accrued Expenses$2,994$4,770▲ $1,776
Other Liabilities$1$2,361▲ $2,360
Total Liabilities$58,320$67,236▲ $8,916
Net Assets / Fund Balance
Unrestricted Net Assets$410,922$408,683▼ $2,239
Permanently Rstr Net Assets$55,970$54,609▼ $1,361
Total Net Assets Fund Balance$466,892$463,292▼ $3,600
Total Liabilities and Net Assets / Fund Balance$525,212$530,528▲ $5,316
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
John KasserPresident
Don GloverVice President
Benita PageTrustee
Douglas DawsonTrustee
John O'NeillTrustee
Judy LuttickenTrustee
Maguy FeghaliTrustee
Michael FuquaTrustee
Shirley NapieralaTrustee
Charles CrewSecretary-treas
Revenue and Support

Revenue Composition

Contributions and Grants
$22,595
Program Service Revenue
$0
Investment Income
$12,935
Other Revenue
$1,142
All Other Contributions
$22,595
Change in Net Assets
$-34,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,639
Other Expenses$20,196
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$38,639--$38,639
Grants to Domestic Individuals$12,000--$12,000
Fees for Services Accounting-$3,201-$3,201
Fees for Service Investment Mgmnt Fees-$1,532-$1,532
Other Expenses$1,500$4,780-$1,500
Fees for Services Legal-$750-$750
All Other Expenses-$573-$573
Total Functional Expenses$59,999$10,836$0$70,835
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
Agency Transaction Liabilities$2,361
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Organization has members with rights to elect members of the governing body and approve general and administrative expenditures of $1,000 or more”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Members elect all officers and trustees of the organization's governing body and approve all expenditures for general and administrative expenses of $1,000 or more”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Members are required to approve any distribution to one project or organization for general and administrative expenses of $1,000 or more.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A representative of the organization's tax preparation firm reviews forms 990 and 990-t with the officers prior to filing the returns”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All grants, program services expenses and general and administrative expenses must be reviewed and approved by the entire governing board”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Rancho Bernardo Rotary Club Foundation
EIN
95-3296211
Phone
8582452412
Address
PO BOX 28501, SAN DIEGO, CA 92198

Signing Officer

Name
Charles Crew
Title
Secretary-treas
Signed
2018-08-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Glover
Formed
1978
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
9
Employees
0

Preparer

Firm
Dickerson Rix & Company LLP CPAs
Address
11770 Bernardo Plaza CT Ste 270, San Diego, CA 92128-2425
Preparer
Lou Anna Dickerson CPA
Phone
8586130180
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: scholarships awarded to foreign students to attend san diego rotary youth exchange programs”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Agency grant transactions not reported for gaap = $12159”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Agency revenue transactions not reported for gaap = -$13119”

Other Changes In Net Assets Or Fund Balances - Other Increases

“ROUNDING = $1”

Form 990-T

“INCOME REPORTED IN PART I ON LINE 6a IS EXEMPT BECAUSE LABOR IS A MATERIAL INCOME PRODUCING FACTOR AND 100% OF THE WORK IS PERFORMED BY VOLUNTEERSFORM 990-T HAS BEEN FILED TO ESTABLISH THE DATE OF THE BEGINNING OF THE STATUTE OF LIMITATIONS PERIOD”

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“The organization is custodian of funds held for the rotary club of rancho bernardo for the purpose of providing the club with the same professional investment management services available to the rancho bernardo rotary club foundation”

Raw XML AppendixShowing 400 of 500 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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IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0435
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0435
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01142
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt01142
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt031522
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-959
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ROTARY YOUTH LEADERSHIP PROG
IRS990/OtherExpensesGrp/Desc1RB ROTARY SHARE OF INCOME
IRS990/OtherExpensesGrp/Desc2yOUTH DICTIONARIES DISTRIBUTED
IRS990/OtherExpensesGrp/Desc3ROTARY MODEL UN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04780
IRS990/OtherExpensesGrp/ProgramServicesAmt04860
IRS990/OtherExpensesGrp/ProgramServicesAmt13000
IRS990/OtherExpensesGrp/ProgramServicesAmt21500
IRS990/OtherExpensesGrp/TotalAmt04860
IRS990/OtherExpensesGrp/TotalAmt14780
IRS990/OtherExpensesGrp/TotalAmt23000
IRS990/OtherExpensesGrp/TotalAmt31500
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherLiabilitiesGrp/EOYAmt02361
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt055970
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt054609
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Don Glover
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS AWARDED TO LOCAL STUDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt012000
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE FUNDS TO CONDUCT LOCAL COMMUNITY SERVICE AND ROTARY YOUTH SERVICES PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09360
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt022843
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt040600
IRS990/PYInvestmentIncomeAmt066466
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt017606
IRS990/PYRevenuesLessExpensesAmt031103
IRS990/PYTotalExpensesAmt058206
IRS990/PYTotalRevenueAmt089309
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-34163
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036583
IRS990/SavingsAndTempCashInvstGrp/EOYAmt072763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030009
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0116050
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012499
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09770
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012542
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014820
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016738
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt066369
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010622
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt011147
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-4034
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0-2886
IRS990ScheduleA/OtherIncome170Grp/TotalAmt014849
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55780
IRS990ScheduleA/PublicSupportPY170Pct00.56290
IRS990ScheduleA/PublicSupportTotal170Amt0112115
IRS990ScheduleA/SubstantialContributorsTotAmt03935
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030009
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0116050
IRS990ScheduleA/TotalSupportAmt0201008
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt03740
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt03740
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02361
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY TRANSACTION LIABILITIES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS CUSTODIAN OF FUNDS HELD FOR THE ROTARY CLUB OF RANCHO BERNARDO FOR THE PURPOSE OF PROVIDING THE CLUB WITH THE SAME PROFESSIONAL INVESTMENT MANAGEMENT SERVICES AVAILABLE TO THE RANCHO BERNARDO ROTARY CLUB FOUNDATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b: Explanation of escrow account liability
IRS990ScheduleD/TotalLiabilityAmt02361
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL APPLICATIONS FOR GRANTS MUST BE SUBMITTED IN WRITING AND MUST IDENTIFY THE ORGANIZATION AND SPECIFIC PURPOSE FOR WHICH THE GRANT IS REQUESTED. ALL GRANTS ARE REVIEWED BY THE ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTANT TO ASSURE COMPLIANCE WITH THE FOUNDATION'S BYLAWS AND APPLICABLE GOVERNMENT REGULATIONS AND MUST BE APPROVED BY THE TRUSTEES.SCHOLARSHIP APPLICATIONS ARE REVIEWED BY A COMMITTEE SELECRTED BY THE TRUSTEES AND MUST BE APPROVED BY THE TRUSTEES. RECIPIENTS MUST PROVIDE SCHOOL ISSUED STUDENT IDENTIFICATION PRIOR TO PAYMENT AND PAYMENTS ARE MADE DIRECTLY TO THE SCHOOL UNLESS OTHERWISE DIRECTED BY THE RECIPIENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: SCHOLARSHIPS AWARDED TO FOREIGN STUDENTS TO ATTEND SAN DIEGO ROTARY YOUTH EXCHANGE PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION HAS MEMBERS WITH RIGHTS TO ELECT MEMBERS OF THE GOVERNING BODY AND APPROVE GENERAL AND ADMINISTRATIVE EXPENDITURES OF $1,000 OR MORE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT ALL OFFICERS AND TRUSTEES OF THE ORGANIZATION'S GOVERNING BODY AND APPROVE ALL EXPENDITURES FOR GENERAL AND ADMINISTRATIVE EXPENSES OF $1,000 OR MORE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS ARE REQUIRED TO APPROVE ANY DISTRIBUTION TO ONE PROJECT OR ORGANIZATION FOR GENERAL AND ADMINISTRATIVE EXPENSES OF $1,000 OR MORE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A REPRESENTATIVE OF THE ORGANIZATION'S TAX PREPARATION FIRM REVIEWS FORMS 990 AND 990-T WITH THE OFFICERS PRIOR TO FILING THE RETURNS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GRANTS, PROGRAM SERVICES EXPENSES AND GENERAL AND ADMINISTRATIVE EXPENSES MUST BE REVIEWED AND APPROVED BY THE ENTIRE GOVERNING BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AGENCY GRANT TRANSACTIONS NOT REPORTED FOR GAAP = $12159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AGENCY REVENUE TRANSACTIONS NOT REPORTED FOR GAAP = -$13119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ROUNDING = $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INCOME REPORTED IN PART I ON LINE 6a IS EXEMPT BECAUSE LABOR IS A MATERIAL INCOME PRODUCING FACTOR AND 100% OF THE WORK IS PERFORMED BY VOLUNTEERSFORM 990-T HAS BEEN FILED TO ESTABLISH THE DATE OF THE BEGINNING OF THE STATUTE OF LIMITATIONS PERIOD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-T
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$530,528
Liabilities
$67,236
Net assets
$463,292
Revenue
$36,672
Expenses
$70,835
Net income
-$34,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$7.95$0.61$7.34$1.63$1.40$0.24
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.64$0.39$6.25$1.75$1.05$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.56$5.07$0.85$1.03$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.61$6.56$1.26$1.26$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.39$5.37$1.17$0.99$0.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$0.24$5.06$0.70$0.53$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.31$0.67$4.63$0.37$0.71$0.34
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.58$4.67$0.89$0.58$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.52$4.33$0.36$0.52$0.16
2015Summary only. Only limited summary data is available for this year.$5.13$0.60$4.54$0.83$0.60$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.73$0.61$5.12$0.44$0.69$0.25
2013Summary only. Only limited summary data is available for this year.$5.37$0.59$4.78$0.63$0.65$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$0.58$4.72$0.38
2011Summary only. Only limited summary data is available for this year.$5.68$0.77$4.91$0.47$0.67$0.21