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Nonprofiteer
← ROTARY CLUB OF SAN DIEGO FOUNDATION INC

Form 990 for tax year 2023

Filed by ROTARY CLUB OF SAN DIEGO FOUNDATION INC.

Totals

Total revenue
$1,202,286
Total expenses
$378,498
Contributions and grants received
$1,018,529
Grants paid
$143,833
Program service revenue
$0
Investment income
$32,430
Other revenue
$151,327
Total assets, end of year
$1,981,195
Total liabilities, end of year
$37,254
Net assets or fund balances, end of year
$1,943,941
Program services expenses (Part IX)
$296,529
Management and general expenses
$35,354
Fundraising expenses
$46,615
Program service expenses (Part III)
$296,529

Program services were 78.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $21,350

  • 1f · All other contributions, gifts and grants

    $997,179

  • 3 · Investment income

    total $32,430 · excluded $32,430

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $155,792

  • 8b · Fundraising events: direct expenses

    $4,465

  • 8c · Net income from fundraising events

    total $151,327

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $95,303 · program services $95,303

  • 2 · Grants to domestic individuals

    total $26,030 · program services $26,030

  • 3 · Grants to foreign organizations and individuals

    total $22,500 · program services $22,500

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $5,000 · management and general $5,000

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $55,950 · program services $23,175 · management and general $9,600 · fundraising $23,175

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: COMMUNITY OUTREACH

    total $128,217 · program services $128,217

  • 24b · Other expenses: BANK CHARGES

    total $26,958 · management and general $20,000 · fundraising $6,958

  • 24c · Other expenses: BAD DEBT

    total $10,450 · fundraising $10,450

  • 24d · Other expenses: MISCELLANEOUS

    total $4,799 · program services $412 · management and general $137 · fundraising $4,250

  • 24e · All other expenses

    total $3,291 · program services $892 · management and general $617 · fundraising $1,782

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $404,278 · end of year $129,112

  • 2 · Savings and temporary cash investments

    beginning of year $529,639 · end of year $1,084,371

  • 3 · Pledges and grants receivable

    beginning of year $179,331 · end of year $738,072

  • 4 · Accounts receivable

    beginning of year $371 · end of year $16

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,737 · end of year $29,624

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,203 · end of year $37,254

  • 27 · Net assets without donor restrictions

    beginning of year $846,189 · end of year $1,136,089

  • 28 · Net assets with donor restrictions

    beginning of year $273,964 · end of year $807,852

Mission and programs · 2023

Mission

THE ROTARY CLUB OF SAN DIEGO FOUNDATIONS MISSION IS TO SUPPORT THE SAN DIEGO ROTARY CLUB EIN 95-1165783. TO THAT END, OUR MISSION IS TO ENCOURAGE & FOSTER COMMUNITY SERVICE VIA THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE, APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIANS LIFE AND ADVANCE INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH A WORLD FELLOWSHIP UNITED IN THE IDEAL OF SERVICE.

  • COMMUNITY SERVICE SUPPORT FOR MILITARY MEMBERS, STUDENTS, YOUTH LEADERSHIP AWARDS, PUBLIC SPEAKING BY STUDENTS, SUMMER CAMPS FOR CHILDREN, INTERNATIONAL SUPPORT FOR YOUTH EXCHANGE PROGRAMS, INTERNATIONAL AID AND RELIEF PROGRAMS, GROUP STUDY EXCHANGES, ETC.

    Expenses $296,529 · Grants $143,833

As filed on the 2023 return.

Listed in Part VII

  • JORDAN MAHARAJ

    Executive Dir.

    Total calculated
    $144,475
    From this org
    $0
    From related orgs
    $129,337
    Other
    $15,138
    Hours/week
    8 + 50 related

  • JUDY THOMPSON

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • ANN HILL

    SECY/TREAS/VC

    Total calculated
    $0
    Hours/week
    0.5

  • CHRIS SICHEL

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • WILLIAM NEWBERN

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • JOYCE GATTAS

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • MARK STUART

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • NIKKI CLAY

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • PATTI ROSCOE

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • MEL KATZ

    Director

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
23 December 2024
IRS schema version
2023v6.0
Source object
202500209349301810

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