ROTARY CLUB OF SAN DIEGO FOUNDATION INC

EIN: 471766606 501(c)(3) Philanthropy & Grantmaking

SAN DIEGO, CA

Total Revenue
$711,459
Total Expenses
$406,062
Total Assets
$2,272,017
Net Assets
$2,263,556
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
CA
Principal Officer
JORDAN MAHARAJ
Phone
6192993309
Tax Period
2024-07-01 to 2025-06-30

ROTARY CLUB OF SAN DIEGO FOUNDATION INC, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $711K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $305K, a strong 43% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $643,584
Program Service Revenue $0
Investment Income $42,177
Other Revenue $25,698
TOTAL REVENUE $711,459

Expense Breakdown

Grants Paid $173,390
Salaries & Benefits $0
Fundraising Expenses $47,240
Program Expenses $345,689
Other Expenses $232,672
TOTAL EXPENSES $406,062

Year-over-Year Comparison

2024 2023 Change
Revenue $711,459 $1,202,286 -0.4%
Expenses $406,062 $378,498 +0.1%
Net Income $305,397 $823,788 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
250

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$154,913
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JORDAN MAHARAJ Executive Dir. 10.00
Officer
$0 $12,809 $154,913
MICHAEL BRUNKER CHAIR 1.00
Officer Director
$0 $0 $0
JOHN MORRELL BOARD MEMBER 0.25
Director
$0 $0 $0
MARK ALLAN BOARD MEMBER 0.25
Director
$0 $0 $0
WILLIAM NEWBERN BOARD MEMBER 0.25
Director
$0 $0 $0
JOYCE GATTAS BOARD MEMBER 0.25
Director
$0 $0 $0
PETE ELLSWORTH BOARD MEMBER 0.25
Director
$0 $0 $0
NIKKI CLAY SECRETARY/TREAS 0.25
Officer Director
$0 $0 $0
PATTI ROSCOE VICE CHAIR 0.25
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $711,459 $406,062 $2,272,017 $305,397
2024 $1,202,286 $378,498 $1,981,195 $823,788
2023 $732,042 $368,743 $1,130,356 $363,299
2022 $516,130 $520,214 $795,341 $-4,084
2021 $455,488 $442,247 $777,439 $13,241
2019 $473,024 $417,689 $777,672 $55,335
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