Nonprofit · EIN 33-0643757
POINT LOMA ROTARY ENDOWMENT FUND INC
Tax-exempt · SAN DIEGO, CA 92166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $106,269 | $117,042 | -$10,773 | $531,682 | $6,969 | $524,713 |
| June 30, 2024 | 990-EZ | $156,601 | $132,158 | $24,443 | $491,596 | – | $491,596 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $850
- Program service revenue
- $0
- Investment income
- $4,410
- Net income from fundraising events
- $101,009
- Other revenue
- $101,009
Expenses
- Grants and similar amounts paid
- $116,167
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $116,167
- Management and general (functional)
- $875
Balance sheet and other
- Total assets, start of year
- $491,596
- Total assets, end of year
- $531,682
- Total liabilities, end of year
- $6,969
- Net assets, end of year
- $524,713
- Publicly traded securities
- $422,684
- Net assets without donor restrictions
- $524,713
- Gross receipts
- $136,012
- Employees
- 0
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dave Leedom | President Trustee or director, Officer | 2 | $0 |
| Wendy Morrison | Secretary Trustee or director, Officer | 1 | $0 |
| Mandy Havlik | Director Trustee or director | 1 | $0 |
| Donna Wilder | Treasurer Trustee or director | 2 | $0 |
| Gus Goldau | Director Trustee or director, Officer | 1 | $0 |
990-EZ for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | 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 |
Address and contacts
- Address (IRS master file)
- PO BOX 6454, SAN DIEGO, CA 92166-0454
- In care of
- % F RUSSELL BUSHBY
- Signed the 990
- Dave Leedom, President
- Return prepared by
- Blitz Lee & Company
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0643757 or by the name POINT LOMA ROTARY ENDOWMENT FUND INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Financial Support to Community and International Service Programs
Program accomplishments
- 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.Expenses $116,167 · grants $116,167
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 33-0643757
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $531,682
- Income (IRS master file)
- $136,012
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $106,269 | $117,042 | $531,682 | XML |
| 990-EZ | June 2024 | $156,601 | $132,158 | $491,596 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0643757).
Questions about POINT LOMA ROTARY ENDOWMENT FUND INC
- What is the EIN of POINT LOMA ROTARY ENDOWMENT FUND INC?
- The employer identification number (EIN) of POINT LOMA ROTARY ENDOWMENT FUND INC is 33-0643757.
- Is POINT LOMA ROTARY ENDOWMENT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to POINT LOMA ROTARY ENDOWMENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does POINT LOMA ROTARY ENDOWMENT FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of POINT LOMA ROTARY ENDOWMENT FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did POINT LOMA ROTARY ENDOWMENT FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of POINT LOMA ROTARY ENDOWMENT FUND INC?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does POINT LOMA ROTARY ENDOWMENT FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $106,269, expenses of $117,042 and total assets of $531,682 at year end.
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