Civic Intelligence

La Jolla Rotary Foundation

990 • Fiscal year 2016 • EIN 95-6111636

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 08, 2017

Organization ProfileLAJOLLAROTARY.ORG
PO Box 525LA Jolla, CA 92038

(858) 459-6284

Siviq Scores

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

Liabilities / Assets

40th percentile

0.05x

Higher debt load relative to assets than 40% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.63x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

29th percentile

-4.7%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-31%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$3,716,531

Down $148,219 (-3.8%) from 2015

Net Assets

Down

$3,538,631

Down $155,619 (-4.2%) from 2015

Liabilities

Up

$177,900

Up $7,400 (+4.3%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin29th percentile

Revenue

Down

$281,518

Down $125,657 (-31%) from 2015

Expenses

Up

$294,825

Up $39,577 (+16%) from 2015

Net Income

Down

-$13,307

Down $165,234 (-109%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,061,151Liabilities 2011: $121,143Net Assets 2011: $2,940,0082011Assets 2012: $3,062,383Liabilities 2012: $139,910Net Assets 2012: $2,922,4732012Assets 2013: $3,314,963Liabilities 2013: $147,910Net Assets 2013: $3,167,0532013Assets 2014: $3,845,187Liabilities 2014: $163,910Net Assets 2014: $3,681,2772014Assets 2015: $3,864,750Liabilities 2015: $170,500Net Assets 2015: $3,694,2502015Assets 2016: $3,716,531Liabilities 2016: $177,900Net Assets 2016: $3,538,6312016Assets 2017: $4,023,773Liabilities 2017: $175,000Net Assets 2017: $3,848,7732017Assets 2018: $4,160,943Liabilities 2018: $173,000Net Assets 2018: $3,987,9432018Assets 2019: $4,775,297Liabilities 2019: $175,000Net Assets 2019: $4,600,2972019Assets 2020: $4,803,386Liabilities 2020: $188,000Net Assets 2020: $4,615,3862020Assets 2021: $6,217,369Liabilities 2021: $196,000Net Assets 2021: $6,021,3692021Assets 2022: $5,223,230Liabilities 2022: $217,000Net Assets 2022: $5,006,2302022Assets 2023: $5,955,110Liabilities 2023: $237,500Net Assets 2023: $5,717,6102023Assets 2024: $6,382,790Liabilities 2024: $212,500Net Assets 2024: $6,170,2902024Assets 2025: $6,669,268Liabilities 2025: $163,000Net Assets 2025: $6,506,2682025

Highlighted filing

2016

Assets$3,716,531
Liabilities$177,900
Net Assets$3,538,631
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $194,8192011Revenue 2012: $218,216Expenses 2012: $222,682Net Income 2012: -$4,4662012Expenses 2013: $211,9272013Revenue 2014: $264,533Expenses 2014: $230,452Net Income 2014: $34,0812014Revenue 2015: $407,175Expenses 2015: $255,248Net Income 2015: $151,9272015Revenue 2016: $281,518Expenses 2016: $294,825Net Income 2016: -$13,3072016Revenue 2017: $307,538Expenses 2017: $311,442Net Income 2017: -$3,9042017Revenue 2018: $479,429Expenses 2018: $340,259Net Income 2018: $139,1702018Revenue 2019: $896,270Expenses 2019: $283,916Net Income 2019: $612,3542019Revenue 2020: $257,725Expenses 2020: $242,636Net Income 2020: $15,0892020Revenue 2021: $545,798Expenses 2021: $297,958Net Income 2021: $247,8402021Revenue 2022: $82,942Expenses 2022: $310,010Net Income 2022: -$227,0682022Revenue 2023: $542,442Expenses 2023: $316,129Net Income 2023: $226,3132023Revenue 2024: $312,118Expenses 2024: $399,592Net Income 2024: -$87,4742024Revenue 2025: $365,254Expenses 2025: $452,485Net Income 2025: -$87,2312025

Highlighted filing

2016

Revenue$281,518
Expenses$294,825
Net Income-$13,307
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Gross Receipts
$281,518
Mission and Program Overview

Mission

To receive and administer funds for educational purposes, all for the public welfare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,504,955$3,629,874▲ $124,919
Cash and Non-Interest-Bearing Accounts$58,884$43,461▼ $15,423
Savings and Temporary Cash Investments$300,911$43,196▼ $257,715
Total Assets$3,864,750$3,716,531▼ $148,219
Liabilities
Other Liabilities$170,500$177,900▲ $7,400
Total Liabilities$170,500$177,900▲ $7,400
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,419,376$2,278,785▼ $140,591
Permanently Rstr Net Assets$1,216,385$1,216,385→ $0
Unrestricted Net Assets$58,489$43,461▼ $15,028
Total Net Assets Fund Balance$3,694,250$3,538,631▼ $155,619
Total Liabilities and Net Assets / Fund Balance$3,864,750$3,716,531▼ $148,219
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Lori FisherPast President
Ken KingPresident
John TrifilettiPresident Elect
Charles MarshSecretary
Kevin QuinnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$162,889
Program Service Revenue
$0
Investment Income
$118,629
Other Revenue
$0
All Other Contributions
$162,889
Change in Net Assets
$-13,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$251,535
Other Expenses$43,290
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$221,965--$221,965
Foreign Grants$29,570--$29,570
Other Expenses$21,245--$21,245
Total Functional Expenses$294,825$0$0$294,825
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholorships Payable$177,900
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
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 11

“The returns are reviewed by the president and a rotary member (cpa) prior to filing.”

Form 990, Part VI, Section C, line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
La Jolla Rotary Foundation
EIN
95-6111636
Phone
8584596284
Address
PO BOX 525, LA JOLLA, CA 92038

Signing Officer

Name
Mark Leinenweber
Title
Committee Chairman
Phone
8584596284
Signed
2017-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Leinenweber
Formed
1947
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
LING & BOUMAN CPA'S LLP
Address
4669 MURPHY CANYON ROAD STE 130, SAN DIEGO, CA 92123-1833
Preparer
Ward R Bouman
Phone
8584674770
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Income from sale of securities 843186.”

Raw XML Appendix346 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/ProgSrvcAccomActyOtherGrp/Desc0THIS INCLUDES $22,045 OF MISCELLANEOUS EXPENSES AND $21,245 IN SCHOLARSHIPS SUPPORTING THE MAIN PROGRAMS.
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IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0THE TIJUANA SCHOLARS LAB FINANCIALLY ASSISTS, EDUCATES AND MENTORS GIFTED TEENAGERS FROM POOR COMMUNITIES OF TIJUANA AND PROVIDES MODERN COMPUTER TECHNOLOGY TO THESE YOUTH. THIS PROGRAM IS DIRECTED BY ROTARIANS FROM TIJUANA AND LA JOLLA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURNS ARE REVIEWED BY THE PRESIDENT AND A ROTARY MEMBER (CPA) PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCOME FROM SALE OF SECURITIES 843186.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, line 9:
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IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03864750
IRS990/TotalAssetsEOYAmt03716531
IRS990/TotalAssetsGrp/BOYAmt03864750
IRS990/TotalAssetsGrp/EOYAmt03716531
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0162889
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0294825
IRS990/TotalFunctionalExpensesGrp/TotalAmt0294825
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0170500
IRS990/TotalLiabilitiesEOYAmt0177900
IRS990/TotalLiabilitiesGrp/BOYAmt0170500
IRS990/TotalLiabilitiesGrp/EOYAmt0177900
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03694250
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03538631
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt043290
IRS990/TotalProgramServiceExpensesAmt0294825
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0118629
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0281518
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03864750
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03716531
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt058489
IRS990/UnrestrictedNetAssetsGrp/EOYAmt043461
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 525
IRS990/USAddress/CityNm0LA JOLLA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092038
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0LAJOLLAROTARY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK LEINENWEBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMITTEE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08584596284
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LA JOLLA ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAJO
ReturnHeader/Filer/EIN0956111636
ReturnHeader/Filer/PhoneNum08584596284
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 525
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092038
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814590836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LING & BOUMAN CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04669 MURPHY CANYON ROAD STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921231833
ReturnHeader/PreparerPersonGrp/PhoneNum08584674770
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD R BOUMAN
ReturnHeader/ReturnTs02017-05-03T18:25:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,716,531
Liabilities
$177,900
Net assets
$3,538,631
Revenue
$281,518
Expenses
$294,825
Net income
-$13,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.67$0.16$6.51$0.37$0.45$0.09
2024Detailed filing. Detailed filing data is available for this year.$6.38$0.21$6.17$0.31$0.40$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.96$0.24$5.72$0.54$0.32$0.23
2022Detailed filing. Detailed filing data is available for this year.$5.22$0.22$5.01$0.08$0.31$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.22$0.20$6.02$0.55$0.30$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.80$0.19$4.62$0.26$0.24$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.78$0.18$4.60$0.90$0.28$0.61
2018Detailed filing. Detailed filing data is available for this year.$4.16$0.17$3.99$0.48$0.34$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.02$0.18$3.85$0.31$0.31$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.72$0.18$3.54$0.28$0.29$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.86$0.17$3.69$0.41$0.26$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.85$0.16$3.68$0.26$0.23$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.15$3.17$0.21
2012Summary only. Only limited summary data is available for this year.$3.06$0.14$2.92$0.22$0.22$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.12$2.94$0.19