Civic Intelligence

La Jolla Rotary Foundation

990 • Fiscal year 2018 • EIN 95-6111636

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 23, 2019

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

0.04x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.36x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

58th percentile

3.4%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

56%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$4,160,943

Up $137,170 (+3.4%) from 2017

Net Assets

Up

$3,987,943

Up $139,170 (+3.6%) from 2017

Liabilities

Down

$173,000

Down $2,000 (-1.1%) from 2017

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin83rd percentile

Revenue

Up

$479,429

Up $171,891 (+56%) from 2017

Expenses

Up

$340,259

Up $28,817 (+9.3%) from 2017

Net Income

Up

$139,170

Up $143,074 (+3665%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2018

Assets$4,160,943
Liabilities$173,000
Net Assets$3,987,943
Open 2018 Filing

Operations Trend

Revenue Growth89th 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

2018

Revenue$479,429
Expenses$340,259
Net Income$139,170
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 23, 2019
Return Version
2017v2.3
Gross Receipts
$479,429
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$3,940,026$3,999,852▲ $59,826
Savings and Temporary Cash Investments$43,092$93,670▲ $50,578
Cash and Non-Interest-Bearing Accounts$40,655$67,421▲ $26,766
Total Assets$4,023,773$4,160,943▲ $137,170
Liabilities
Other Liabilities$175,000$173,000▼ $2,000
Total Liabilities$175,000$173,000▼ $2,000
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,449,676$2,550,761▲ $101,085
Permanently Rstr Net Assets$1,393,096$1,427,817▲ $34,721
Unrestricted Net Assets$6,001$9,365▲ $3,364
Total Net Assets Fund Balance$3,848,773$3,987,943▲ $139,170
Total Liabilities and Net Assets / Fund Balance$4,023,773$4,160,943▲ $137,170
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John TrifilettiPast President
Kevin QuinnPresident
Charles HartfordPresident Elect
Charles MarshSecretary
David BrockettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$188,848
Program Service Revenue
$0
Investment Income
$290,581
Other Revenue
$0
All Other Contributions
$188,848
Change in Net Assets
$139,170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$285,373
Other Expenses$54,886
Total Fundraising Expense$25,659
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$233,279--$233,279
Other Expenses$29,227-$25,659$54,886
Foreign Grants$52,094--$52,094
Total Functional Expenses$314,600$0$25,659$340,259
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$173,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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 11B

“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
Treasurer
Phone
8584596284
Signed
2019-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Brockett
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 XII Line 1

“The foundation uses a modified cash basis of accounting wherein modifications to the cash basis incude accruing scholorships payable.”

Raw XML Appendix340 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/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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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/ExplanationTxt2THE FOUNDATION USES A MODIFIED CASH BASIS OF ACCOUNTING WHEREIN MODIFICATIONS TO THE CASH BASIS INCUDE ACCRUING SCHOLORSHIPS PAYABLE.
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 XII LINE 1
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IRS990/TotalLiabilitiesEOYAmt0173000
IRS990/TotalLiabilitiesGrp/BOYAmt0175000
IRS990/TotalLiabilitiesGrp/EOYAmt0173000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03848773
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03987943
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt029227
IRS990/TotalProgramServiceExpensesAmt0314600
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0290581
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0479429
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04160943
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06001
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09365
IRS990/UponRequestInd0X
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARK LEINENWEBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08584596284
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-23
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.68.13.137
ReturnHeader/FilingSecurityInformation/IPDt02019-02-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:53:14
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
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ReturnHeader/PreparerPersonGrp/PhoneNum08584674770
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD R BOUMAN
ReturnHeader/ReturnTs02019-03-15T12:03:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,160,943
Liabilities
$173,000
Net assets
$3,987,943
Revenue
$479,429
Expenses
$340,259
Net income
$139,170
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