Point Loma Rotary Endowment Fund Inc
- Assets
- $413.2k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- San Diego, CA
- Founding
- 09/1995
- Data as of
- 06/2022
- EIN
- 33-0643757
Organization Overview
Point Loma Rotary Endowment Fund Inc is located in San Diego, CA. The organization was established in 1995. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Point Loma Rotary Endowment Fund Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Point Loma Rotary Endowment Fund Inc generated $144.1k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.5%) each year. All expenses for the organization totaled $116.6k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (0.3%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
SUPPORTED VARIOUS COMMUNITY & INTERNATIONAL SERVICE PROGRAMS SUCH AS HOSPITAL FOUNDATIONS, BOYS & GIRLS CLUBS, MEALS ON WHEELS, YMCA, HIGH SCHOOL SPORTS PROGRAMS, SCOUTING, MILITARY FAMILY HOLIDAY SUPPORT, INTERNATIONAL DISASTER RELIEF PROGRAMS , WORLD WIDE POLIO ERADICATION AND CLEAN WATER SYSTEMS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dave Leedom President | 1 | $0 | |
Judy Byrum Secretary | 1 | $0 | |
Robert G Baker Treasurer | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $45,790 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $5,041 |
| Gain or Loss | $8,176 |
| Net Income from Gaming & Fundraising | $85,138 |
| Other Revenue | $0 |
| Total Revenue | $144,145 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $706 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $0 |
| Total expenses | $116,643 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $104,963 |
| Other assets | $0 |
| Total assets | $413,208 |
| Total liabilities | $0 |
| Net assets or fund balances | $413,208 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Point Loma Rotary Endowment Fund Inc has recieved totaling $1,000.
| Awarding Organization | Amount |
|---|---|
J Mark Grosvenor Foundation Arvada, CO PURPOSE: GENERAL PURPOSE | $1,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jewish Community Foundation Of San Diego San Diego, CA | $448,399,166 | $106,011,475 |
Valley Of The Sun United Way Phoenix, AZ | $104,098,931 | $79,942,536 |
Orange Countys United Way Irvine, CA | $28,387,789 | $67,720,545 |
Entertainment Industry Foundation Los Angeles, CA | $110,994,468 | $64,821,214 |
Jewish Federation Council Of Greater Los Angeles Los Angeles, CA | $190,865,704 | $43,794,151 |
Aloha United Way Inc Honolulu, HI | $26,512,053 | $42,755,517 |
United Way Inc Los Angeles, CA | $90,203,286 | $68,762,414 |
Opportunity Village Foundation Las Vegas, NV | $82,150,112 | $9,952,519 |
Inland Southern California United Way Rancho Cucamonga, CA | $4,994,163 | $30,713,140 |
Daughters Of Charity Foundation Los Angeles, CA | $457,947,598 | $21,458,667 |
United Way Of The Bay Area San Francisco, CA | $48,210,343 | $41,978,143 |
United Way Of Santa Barbara County Inc Santa Barbara, CA | $15,549,253 | $21,862,789 |