Civic Intelligence

Rotary Club of Point Loma

EIN 95-6075879 • 501(c)4 • San Diego, CA

Profile

COMMUNITY SERVICE

PO Box 6454San Diego, CA 92166

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

31st percentile

-9.0%

Higher net margin than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

25th percentile

-24%

Faster asset growth than 25% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

50th percentile

-1.0%

Faster revenue growth than 50% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,321

Down $4,612 (-24%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$14,321

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$51,069

Down $530 (-1.0%) from 2024

Expenses

Up

$55,681

Up $9,095 (+20%) from 2024

Net Income

Down

-$4,612

Down $9,625 (-192%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$10K$0-$10KAssets 2012: $2,086Liabilities 2012: $02012Assets 2013: $5,640Liabilities 2013: $02013Assets 2014: $7,706Liabilities 2014: $02014Assets 2015: $10,732Liabilities 2015: $02015Assets 2016: $16,347Net Assets 2016: $16,3472016Assets 2017: $13,173Liabilities 2017: $02017Assets 2018: $5,283Liabilities 2018: $5242018Assets 2019: $3,074Liabilities 2019: $3,8502019Assets 2020: $4,609Liabilities 2020: $10,400Net Assets 2020: -$5,7912020Assets 2021: $5,394Liabilities 2021: $3,100Net Assets 2021: $2,2942021Assets 2022: $3,005Liabilities 2022: $1,855Net Assets 2022: $1,1502022Assets 2023: $13,920Net Assets 2023: $13,9202023Assets 2024: $18,933Liabilities 2024: $02024Assets 2025: $14,321Net Assets 2025: $14,3212025

Highlighted filing

2025

Assets$14,321
Liabilities-
Net Assets$14,321
Open 2025 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $29,456Expenses 2012: $30,319Net Income 2012: -$8632012Revenue 2013: $35,076Expenses 2013: $31,522Net Income 2013: $3,5542013Revenue 2014: $33,595Expenses 2014: $31,529Net Income 2014: $2,0662014Revenue 2015: $34,670Expenses 2015: $31,644Net Income 2015: $3,0262015Revenue 2016: $35,224Expenses 2016: $29,609Net Income 2016: $5,6152016Revenue 2017: $36,074Expenses 2017: $39,248Net Income 2017: -$3,1742017Revenue 2018: $29,387Expenses 2018: $37,801Net Income 2018: -$8,4142018Revenue 2019: $36,257Expenses 2019: $41,792Net Income 2019: -$5,5352019Revenue 2020: $33,448Expenses 2020: $38,463Net Income 2020: -$5,0152020Revenue 2021: $19,985Expenses 2021: $11,900Net Income 2021: $8,0852021Revenue 2022: $43,522Expenses 2022: $44,666Net Income 2022: -$1,1442022Revenue 2023: $57,292Expenses 2023: $44,522Net Income 2023: $12,7702023Revenue 2024: $51,599Expenses 2024: $46,586Net Income 2024: $5,0132024Revenue 2025: $51,069Expenses 2025: $55,681Net Income 2025: -$4,6122025

Highlighted filing

2025

Revenue$51,069
Expenses$55,681
Net Income-$4,612
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,321
Liabilities
-
Net assets
$14,321
Revenue
$51,069
Expenses
$55,681
Net income
-$4,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.3$14.3$51.1$55.7$4.61
2024Summary only. Only limited summary data is available for this year.$18.9$0.00$51.6$46.6$5.01
2023Detailed filing. Detailed filing data is available for this year.$13.9$13.9$57.3$44.5$12.8
2022Detailed filing. Detailed filing data is available for this year.$3.01$1.86$1.15$43.5$44.7$1.14
2021Detailed filing. Detailed filing data is available for this year.$5.39$3.10$2.29$20.0$11.9$8.09
2020Detailed filing. Detailed filing data is available for this year.$4.61$10.4$5.79$33.4$38.5$5.02
2019Summary only. Only limited summary data is available for this year.$3.07$3.85$36.3$41.8$5.54
2018Summary only. Only limited summary data is available for this year.$5.28$0.52$29.4$37.8$8.41
2017Summary only. Only limited summary data is available for this year.$13.2$0.00$36.1$39.2$3.17
2016Detailed filing. Detailed filing data is available for this year.$16.3$16.3$35.2$29.6$5.62
2015Summary only. Only limited summary data is available for this year.$10.7$0.00$34.7$31.6$3.03
2014Summary only. Only limited summary data is available for this year.$7.71$0.00$33.6$31.5$2.07
2013Summary only. Only limited summary data is available for this year.$5.64$0.00$35.1$31.5$3.55
2012Summary only. Only limited summary data is available for this year.$2.09$0.00$29.5$30.3$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 8, 2025
Return Version
2024v5.2
Gross Receipts
$51,069
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
Community Service-$55,681
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra GookinPast President-$0--
Mike WhitehurstTreasurer-$0--
Lloyd WeaverPresident-$0--
Angie WarePresident Elect-$0--
Peter DiricksonSecretary-$0--
Richard ThornDirector-$0--
Judy ByramDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Point Loma
EIN
95-6075879
Address
PO Box 6454, San Diego, CA 92166

Signing Officer

Name
Mike Whitehurst
Title
Treasurer
Signed
2025-08-08
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

Other Expenses.1

“Meals & Facility Exp $33214”

Other Expenses.2

“Dues $7430”

Other Expenses.3

“Social Events $6648”

Other Expenses.4

“PETS $2569”

Other Expenses.5

“Bad Debt $2475”

Other Expenses.6

“Club Runner $898”

Other Expenses.7

“PO Box & Locker Rent $680”

Other Expenses.8

“Merchant Fees $677”

Other Expenses.9

“Membership Expense $640”

Other Expenses.10

“Fees & Taxes $450”

Raw XML Appendix131 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Mike Whitehurst
IRS990EZ/BooksInCareOfDetail/PhoneNum06193221764
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03705 Warner Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092106
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018933
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014321
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051069
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4612
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018933
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014321
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt051069
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018933
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014321
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018933
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014321
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Debra Gookin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mike Whitehurst
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lloyd Weaver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Angie Ware
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Peter Dirickson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Richard Thorn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Judy Byram
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055681
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community Service
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Service
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055681
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt055681
IRS990EZ/TotalProgramServiceExpensesAmt055681
IRS990EZ/TotalRevenueAmt051069
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals & Facility Exp $33214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues $7430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Social Events $6648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PETS $2569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bad Debt $2475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Club Runner $898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PO Box & Locker Rent $680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Merchant Fees $677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Membership Expense $640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Fees & Taxes $450
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Whitehurst
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Point Loma
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956075879
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6454
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092166
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-08-18T09:29:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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