Civic Intelligence

La Jolla Rotary Foundation

990 • Fiscal year 2022 • EIN 95-6111636

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 16, 2023

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

33rd percentile

0.04x

Higher debt load relative to assets than 33% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

2.62x

Higher debt load relative to revenue than 92% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

2nd percentile

-274%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

10th percentile

-16%

Faster asset growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$5,223,230

Down $994,139 (-16%) from 2021

Net Assets

Down

$5,006,230

Down $1,015,139 (-17%) from 2021

Liabilities

Up

$217,000

Up $21,000 (+11%) from 2021

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin2nd percentile

Revenue

Down

$82,942

Down $462,856 (-85%) from 2021

Expenses

Up

$310,010

Up $12,052 (+4.0%) from 2021

Net Income

Down

-$227,068

Down $474,908 (-192%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2022

Assets$5,223,230
Liabilities$217,000
Net Assets$5,006,230
Open 2022 Filing

Operations Trend

Revenue Growth2nd 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

2022

Revenue$82,942
Expenses$310,010
Net Income-$227,068
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 16, 2023
Return Version
2021v4.2
Gross Receipts
$82,942
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$6,070,851$5,082,467▼ $988,384
Savings and Temporary Cash Investments$90,844$97,209▲ $6,365
Cash and Non-Interest-Bearing Accounts$55,674$43,554▼ $12,120
Total Assets$6,217,369$5,223,230▼ $994,139
Liabilities
Other Liabilities$196,000$217,000▲ $21,000
Total Liabilities$196,000$217,000▲ $21,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,006,924$4,988,449▼ $1,018,475
Net Assets Without Donor Restrictions$14,445$17,781▲ $3,336
Total Net Assets Fund Balance$6,021,369$5,006,230▼ $1,015,139
Total Liabilities and Net Assets / Fund Balance$6,217,369$5,223,230▼ $994,139
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Dirk HarrisPresident
Charles MarshSecretary
Patrick StoufferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$82,942
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$82,942
Change in Net Assets
$-227,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$276,395
Other Expenses$33,615
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$250,265--$250,265
Other Expenses$33,615--$33,615
Foreign Grants$26,130--$26,130
Total Functional Expenses$310,010$0$0$310,010
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$217,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
2023-02-16
Discuss with paid preparer
Yes

Organization Details

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
Kristi L Pollard
Phone
8584674770
Raw XML Appendix306 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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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/PreparationDt02023-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTI L POLLARD
ReturnHeader/ReturnTs02023-02-24T11:33:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEINENWEBER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,223,230
Liabilities
$217,000
Net assets
$5,006,230
Revenue
$82,942
Expenses
$310,010
Net income
-$227,068
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