Point Loma Rotary Endowment Fund Inc
- Assets
- $491.6k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- San Diego, CA
- Founding
- 09/1995
- Data as of
- 06/2024
- 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 06/2024, Point Loma Rotary Endowment Fund Inc generated $156.6k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 0.6% each year. All expenses for the organization totaled $132.2k during the year ending 06/2024. While expenses have increased by 1.1% per year over the past 9 years. They've been increasing with an increasing level of total revenue. 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
2024
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 | 2 | $0 | |
Wendy Morrison Secretary | 1 | $0 | |
Paul Robinson Director | 1 | $0 | |
Gary Stephany Director | 1 | $0 | |
Donna Wilder Director | 1 | $0 | |
Alex Nunes Treasurer | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $28,604 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $6,228 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $121,769 |
| Other Revenue | $0 |
| Total Revenue | $156,601 |
| 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 | $450 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $1,370 |
| Total expenses | $132,158 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $112,802 |
| Other assets | $0 |
| Total assets | $491,596 |
| Total liabilities | $0 |
| Net assets or fund balances | $491,596 |