Form 990 for tax year 2022
Filed by SAN DIEGO LIONS WELFARE FOUNDATION.
Totals
- Total revenue
- $316,058
- Total expenses
- $404,551
- Contributions and grants received
- $55,895
- Grants paid
- $287,887
- Program service revenue
- $0
- Investment income
- $150,355
- Other revenue
- $109,808
- Total assets, end of year
- $5,380,184
- Total liabilities, end of year
- $112,317
- Net assets or fund balances, end of year
- $5,267,867
- Program services expenses (Part IX)
- $287,887
- Management and general expenses
- $116,664
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $287,887
Program services were 71.2% 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.
-
1f · All other contributions, gifts and grants
$55,895
-
3 · Investment income
total $150,355 · excluded $150,355
-
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
$109,760
-
8c · Net income from fundraising events
total $109,760 · excluded $109,760
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS
total $48 · related or exempt $48
-
11e · Other revenue, total
$48
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $287,887 · program services $287,887
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $55,252 · management and general $55,252
-
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 $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $11,690 · management and general $11,690
-
12 · Advertising and promotion
total $32,862 · management and general $32,862
-
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 $970 · management and general $970
-
23 · Insurance
total $9,397 · management and general $9,397
-
24a · Other expenses: REPAIR AND MAINTENANCE
total $2,894 · management and general $2,894
-
24b · Other expenses: CABLE AND INTERNET
total $1,439 · management and general $1,439
-
24c · Other expenses: TAX AND LICENSE
total $1,100 · management and general $1,100
-
24d · Other expenses: BANK FEES
total $796 · management and general $796
-
24e · All other expenses
total $264 · management and general $264
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $63,979 · end of year $102,617
-
2 · Savings and temporary cash investments
beginning of year $437,317 · end of year $294,209
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
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
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$41,555
-
10b · Land, buildings and equipment: accumulated depreciation
$40,501
-
10c · Land, buildings and equipment, net
beginning of year $2,024 · end of year $1,054
-
11 · Investments: publicly traded securities
beginning of year $4,100,340 · end of year $4,426,089
-
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
beginning of year $522,778 · end of year $556,215
-
17 · Accounts payable and accrued expenses
beginning of year $720
-
19 · Deferred revenue
beginning of year $13,800
-
25 · Other liabilities
beginning of year $102,420 · end of year $112,317
-
27 · Net assets without donor restrictions
beginning of year $3,261,469 · end of year $3,389,902
-
28 · Net assets with donor restrictions
beginning of year $1,748,029 · end of year $1,877,965
Mission and programs · 2022
Mission
The Foundation was organized for the promotion of the welfare of humanity, including the sight impaired, the hearing impaired and the under-privileged.
-
SUPPORTED ORGANIZATIONS - PROVIDE FUNDS TO THE TYPE III NON-FUNCTIONALLY INTEGRATED SUPPORTED ORGANIZATION; LIONS CLUB OF SAN DIEGO. THE BOARDS COORDINATE TO DIRECT THESE FUNDS TO VARIOUS ORGANIZATIONS IN THE SAN DIEGO AREA INCLUDING SIGHT IMPAIRED PROGRAMS, YOUTH ACTIVITY PROGRAMS, HEARING IMPARIED PROGRAMS AND AFFORDABLE HOUSING PROGRAMS. THESE FUNDS ARE ALSO USED TO PROVIDE SCHOLARSHIPS TO AT-RISK YOUTH IN THE SAN DIEGO AREA.
Expenses $287,887 · Grants $287,887
As filed on the 2022 return.
Listed in Part VII
-
Victoria WierigVICTORIA WIERIG
Executive Dir.
- Total calculated
- $71,631
- From this org
- $0
- From related orgs
- $58,295
- Other
- $13,336
- Hours/week
- 20 + 20 related
-
Helen EliasHELEN ELIAS
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Kim BidermannKIM BIDERMANN
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Phyllis BarberPHYLLIS BARBER
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Kathleen BaldwinKATHLEEN BALDWIN
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Johanna AppelJOHANNA APPEL
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Jose CruzJOSE CRUZ
Chairman
- Total calculated
- $0
- Hours/week
- 10
-
Sharon MendenhallSHARON MENDENHALL
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Todd KaprielianTODD KAPRIELIAN
Chairman
- Total calculated
- $0
- Hours/week
- 0.25
-
Edvin LikuEDVIN LIKU
Vice Chair
- Total calculated
- $0
- Hours/week
- 10
-
Maire HuntMAIRE HUNT
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Douglas WahlDOUGLAS WAHL
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Helga MooreHELGA MOORE
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Albert PreciadoALBERT PRECIADO
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Steve ZapoticznySTEVE ZAPOTICZNY
Secretary/CFO
- Total calculated
- $0
- Hours/week
- 10
-
Ted KayTED KAY
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
James LagroneJAMES LAGRONE
Trustee
- Total calculated
- $0
- Hours/week
- 0.25 + 40 related
-
Steve LuptonSTEVE LUPTON
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Mark DavisMARK DAVIS
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Michael CamachoMICHAEL CAMACHO
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Dave OwensDAVE OWENS
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
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
-
$287,887
TO BE DISTRIBUTED TO SD CHARITIES
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.
-
501(C)4 · PROVIDES MANAGEMENT SERVICES · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441239349302184
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