Civic Intelligence

Escondido Rotary Foundation

EIN 33-0063533 • 501(c)3 • Escondido, CA

Profile

Provides awards, scholarships and grands for various civic projects locally and internationally

PO Box 1822Escondido, CA 92033-1822

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.75x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

97th percentile

5.61x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

3rd percentile

-113%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

81st percentile

23%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2025

Revenue Growth

81st percentile

39%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,143,457

Up $463,645 (+68%) from 2024

Liabilities

Up

$856,154

Up $714,129 (+503%) from 2024

Net Assets

Down

$287,303

Down $250,484 (-47%) from 2024

Operations
Liabilities / Revenue97th percentileNet Margin3rd percentile

Revenue

Up

$152,699

Up $9,755 (+6.8%) from 2024

Expenses

Up

$325,831

Up $237,974 (+271%) from 2024

Net Income

Down

-$173,132

Down $228,219 (-414%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $434,470Liabilities 2012: $171,663Net Assets 2012: $262,8072012Assets 2013: $480,457Liabilities 2013: $174,038Net Assets 2013: $306,4192013Assets 2014: $536,739Liabilities 2014: $166,650Net Assets 2014: $370,0892014Assets 2016: $520,794Liabilities 2016: $183,583Net Assets 2016: $337,2112016Assets 2019: $590,851Liabilities 2019: $199,313Net Assets 2019: $391,5382019Assets 2021: $717,731Liabilities 2021: $191,846Net Assets 2021: $525,8852021Assets 2022: $611,647Liabilities 2022: $167,305Net Assets 2022: $444,3422022Assets 2023: $661,729Liabilities 2023: $159,588Net Assets 2023: $502,1412023Assets 2024: $679,812Liabilities 2024: $142,025Net Assets 2024: $537,7872024Assets 2025: $1,143,457Liabilities 2025: $856,154Net Assets 2025: $287,3032025

Highlighted filing

2025

Assets$1,143,457
Liabilities$856,154
Net Assets$287,303
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2012: $107,077Expenses 2012: $91,382Net Income 2012: $15,6952012Revenue 2013: $109,883Expenses 2013: $89,638Net Income 2013: $20,2452013Revenue 2014: $168,590Expenses 2014: $104,920Net Income 2014: $63,6702014Revenue 2016: $95,164Expenses 2016: $102,991Net Income 2016: -$7,8272016Revenue 2019: $105,986Expenses 2019: $119,102Net Income 2019: -$13,1162019Revenue 2021: $114,867Expenses 2021: $115,000Net Income 2021: -$1332021Revenue 2022: $56,400Expenses 2022: $60,581Net Income 2022: -$4,1812022Revenue 2023: $115,380Expenses 2023: $50,553Net Income 2023: $64,8272023Revenue 2024: $142,944Expenses 2024: $87,857Net Income 2024: $55,0872024Revenue 2025: $152,699Expenses 2025: $325,831Net Income 2025: -$173,1322025

Highlighted filing

2025

Revenue$152,699
Expenses$325,831
Net Income-$173,132
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,143,457
Liabilities
$856,154
Net assets
$287,303
Revenue
$152,699
Expenses
$325,831
Net income
-$173,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.14$0.86$0.29$0.15$0.33$0.17
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.14$0.54$0.14$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.16$0.50$0.12$0.05$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.17$0.44$0.06$0.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.19$0.53$0.11$0.12$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.20$0.39$0.11$0.12$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.18$0.34$0.10$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.17$0.37$0.17$0.10$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.17$0.31$0.11$0.09$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.17$0.26$0.11$0.09$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 25, 2025
Return Version
2024v5.2
Gross Receipts
$152,699
Mission and Program Overview

Mission

Provides awards, scholarships and grands for various civic projects locally and internationally

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$625,127$691,477▲ $66,350
Cash and Non-Interest-Bearing Accounts$51,496$376,835▲ $325,339
Rtn Earn Endowment Incm Other Fnds$537,787$287,303▼ $250,484
Accounts Receivable$1,000$75,000▲ $74,000
Total Assets$679,812$1,143,457▲ $463,645
Other Assets Total$2,189$145▼ $2,044
Liabilities
Grants Payable$131,958$625,500▲ $493,542
Deferred Revenue$9,999$164,461▲ $154,462
Other Liabilities$0$56,672▲ $56,672
Accounts Payable and Accrued Expenses$68$9,521▲ $9,453
Total Liabilities$142,025$856,154▲ $714,129
Net Assets / Fund Balance
Total Net Assets Fund Balance$537,787$287,303▼ $250,484
Total Liabilities and Net Assets / Fund Balance$679,812$1,143,457▲ $463,645

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$145--
Other Securities$691,477--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
L Richard GreensteinPresident
James WrightDirector
Joel BrownDirector
Keith RichenbacherDirector
Nicolas IsoulosDirector
Ron SmithDirector
Roxanne RostamianDirector
Ruth KingcadeDirector
Kristen BushSecretary
Henry M FreetTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$80,523
Program Service Revenue
$0
Investment Income
$66,350
Other Revenue
$5,826
Change in Net Assets
$-173,132
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$315,130
Professional Fundraising Fees$8,049
Total Fundraising Expense$8,049
Other Expenses$2,652
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$307,972--$307,972
Fees for Services Professional Fundraising--$8,049$8,049
Foreign Grants$7,158--$7,158
Fees for Services Accounting$0$2,166$0$2,166
Office Expenses$0$486$0$486
Total Functional Expenses$315,130$2,652$8,049$325,831
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Palomar Health FoundationEscondido, CA---
Rotary District 5340-rylaSan Diego, CA---
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$8,049
Fundraising Gross Income$5,826

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coeur De Cuisine 100$5,826$5,826-$5,826
Total Events$5,826$5,826-$5,826
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sponsored Programs$56,672
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Escondido Rotary Foundation
EIN
33-0063533
Phone
7604892749
Address
PO BOX 1822, ESCONDIDO, CA 92033-1822

Signing Officer

Name
Henry M Freet
Title
Treasurer
Phone
7604892749
Signed
2025-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry M Freet
Formed
1983
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
120

Preparer

Firm
Stephen Demaine CPA
Address
PO BOX 301268, ESCONDIDO, CA 92030
Preparer
Stephen Demaine CPA
Phone
7604892707
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“REVIEWED BY TREASURER”

Pt VI, Line 19

“AVAILABLE UPON REQUEST”

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ReturnHeader/ReturnTs02025-08-25T15:55:13-07:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
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ReturnHeader/TaxYr02024

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