Liabilities / Assets
92nd percentile
Higher debt load relative to assets than 92% of similar nonprofits.
Rotary International La Jolla
990EZ • Fiscal year 2018 • EIN 95-6099045
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.59x
Liabilities / Revenue
83rd percentile
Higher debt load relative to revenue than 83% of similar nonprofits.
Net Margin
55th percentile
Higher net margin than 55% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
98th percentile
Faster asset growth than 98% of similar nonprofits.
Revenue Growth
48th percentile
Faster revenue growth than 48% of similar nonprofits.
Balance Sheet
Assets
Up$40,712
Up $30,383 (+294%) from 2017
Net Assets
Up$16,628
Up $6,299 (+61%) from 2017
Liabilities
Up$24,084
Up $24,084 from 2017
Revenue And Expenses
Revenue
Down$119,392
Down $810 (-0.7%) from 2017
Expenses
Down$113,093
Down $21,927 (-16%) from 2017
Net Income
Up$6,299
Up $21,117 (+143%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- May 10, 2019
- Return Version
- 2017v2.3
- Gross Receipts
- $119,392
Mission and Program Overview
Mission
Promote civic involvement & leadership
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROMOTION OF COMMUNITY INVOLVEMENT AND THE GENERAL WELFARE OF THE COMMUNITY | $0 | $113,093 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOHN TRIFILETTI | Past President | - | $0 | - | - |
| CHARLES HARTFORD | President Elect | - | $0 | - | - |
| KEVIN QUINN | President | - | $0 | - | - |
| CHARLES MARSH | Secretary | - | $0 | - | - |
| DAVID BROCKETT | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary International La Jolla
- EIN
- 95-6099045
- Phone
- 8584596284
- Address
- POBOX 525, LA JOLLA, CA 92038
Signing Officer
- Name
- David Brockett
- Title
- Treasurer
- Phone
- 8584596284
- Signed
- 2019-05-10
- Discuss with paid preparer
- Yes
Preparer
- Firm
- LING & BOUMAN CPA'S LLP
- Address
- 4669 MURPHY CANYON ROAD STE 130, SAN DIEGO, CA 92123-1833
- Preparer
- Ward Rbouman
- Phone
- 8584674770
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: CONFERENCES, CONVENTIONS AND MEETINGS. Amount: 475. Description: DUES. Amount: 7,744. Description: LUNCH EXPENSES. Amount: 78,318. Description: MEETING EXPENSE. Amount: 2,061. Description: MISCELLANEOUS. Amount: 3,813. Description: OFFICE EXPENSES. Amount: 2,159. Description: PRESIDENTS FUND. Amount: 610. Description: SPECIAL EVENTS. Amount: 10,149. Description: SURFBEAT NEWSLETTER. Amount: 3,600. Description: ACCOUNTING SERVICES. Amount: 4,164. Total to Form 990-EZ, line 16: 113,093.”
Raw XML Appendix123 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | LEINENWEBER & ASSOCIATES |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8584596284 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7755 FAY AVENUE SUITE D |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LA JOLLA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92037 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 10329 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 40712 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 119392 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 6299 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 10329 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 40712 |
| IRS990EZ/GrossReceiptsAmt | 0 | 119392 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | MODIFIED CASH |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 10329 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 16628 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 10329 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 16628 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOHN TRIFILETTI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CHARLES HARTFORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KEVIN QUINN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CHARLES MARSH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DAVID BROCKETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 113093 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROMOTE CIVIC INVOLVEMENT & LEADERSHIP |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROMOTION OF COMMUNITY INVOLVEMENT AND THE GENERAL WELFARE OF THE COMMUNITY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 113093 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 24084 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 113093 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 113093 |
| IRS990EZ/TotalRevenueAmt | 0 | 119392 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | LAJOLLAROTARY.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: CONFERENCES, CONVENTIONS AND MEETINGS. Amount: 475. Description: DUES. Amount: 7,744. Description: LUNCH EXPENSES. Amount: 78,318. Description: MEETING EXPENSE. Amount: 2,061. Description: MISCELLANEOUS. Amount: 3,813. Description: OFFICE EXPENSES. Amount: 2,159. Description: PRESIDENTS FUND. Amount: 610. Description: SPECIAL EVENTS. Amount: 10,149. Description: SURFBEAT NEWSLETTER. Amount: 3,600. Description: ACCOUNTING SERVICES. Amount: 4,164. Total to Form 990-EZ, line 16: 113,093. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVID BROCKETT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8584596284 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-05-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL LA JOLLA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 956099045 |
| ReturnHeader/Filer/PhoneNum | 0 | 8584596284 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | POBOX 525 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LA JOLLA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92038 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | C27EBD23E933C11AE7A8465A1EA946098FC04BFF |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | D712B569A6CD4F8B5050DDCE026B0696D0B9BB46 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 99.68.13.137 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-05-10 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 11:10:58 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 814590836 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LING & BOUMAN CPA'S LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4669 MURPHY CANYON ROAD STE 130 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN DIEGO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 921231833 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8584674770 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-02-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WARD RBOUMAN |
| ReturnHeader/ReturnTs | 0 | 2019-05-10T13:10:30-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $40,712
- Liabilities
- $24,084
- Net assets
- $16,628
- Revenue
- $119,392
- Expenses
- $113,093
- Net income
- $6,299