Escondido Rotary Foundation

990EZ • Fiscal year 2013 • EIN 33-0063533

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 23, 2014

Organization Profile N/A

PO Box 182292033

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.36x

Higher debt load relative to assets than 86% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

1.58x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

18%

Higher net margin than 75% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

11%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

2.6%

Faster revenue growth than 52% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets86th percentile

Assets

$480,457

Up $45,987 (+11%) from 2012

Net Assets

$306,419

Up $43,612 (+17%) from 2012

Liabilities

$174,038

Up $2,375 (+1.4%) from 2012

Revenue And Expenses

Liabilities / Revenue97th percentile Net Margin75th percentile

Revenue

$109,883

Up $2,806 (+2.6%) from 2012

Expenses

Down

$89,638

Down $1,744 (-1.9%) from 2012

Net Income

$20,245

Up $4,550 (+29%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$480,457

Liabilities$174,038

Net Assets$306,419

Open 2013 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$109,883

Expenses$89,638

Net Income$20,245

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Jan 23, 2014
Return Version: 2012v2.0

Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN: 33-0063533

Raw XML Appendix180 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	9	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Bobby Daniels
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Gloria Tecca
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	Paul Trzinski
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	Bob Payne
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	Tom Knight
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	Dick Daniels
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	Terry Siaca
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	Fred Baranowski
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	Joel Beyer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	9	Dan Sundquist
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	9	President
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationFiled990T	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherChangesInNetAssets	0	23367
IRS990EZ/OtherExpensesTotal	0	4790
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Provides awards, scholarships, and grants for various civic projects locally and internationally.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	Other program services
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	84848
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	0
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	171663
IRS990EZ/SumOfTotalLiabilities/EOY	0	174038
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	800 W Valley Pkwy Ste 100
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Escondido
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	92025
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Terry Siaca
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	7608881125
IRS990EZ/TotalAssets/BOY	0	434470
IRS990EZ/TotalAssets/EOY	0	480457
IRS990EZ/TotalExpenses	0	89638
IRS990EZ/TotalProgramServiceExpenses	0	84848
IRS990EZ/TotalRevenue	0	109883
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/AmountsSubstContributorsTotal	0	0
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	92173
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	86438
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	41203
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	104719
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years	0	149706
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	474239
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IRS990ScheduleA/PublicSupportPertcentPriorYear	0	1.00000
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IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total	0	0
IRS990ScheduleA/ThirtyThreePercntTestsCY170	0	X
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IRS990ScheduleA/TotalSupport	0	474239
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total	0	0
IRS990ScheduleO/GeneralExplanation/Explanation	0	Sales tax payable - Beginning $0 Sales tax payable - Ending $555
IRS990ScheduleO/GeneralExplanation/Explanation	1	Accrued Scholarships - Beginning $3500 Accrued Scholarships - Ending $5000
IRS990ScheduleO/GeneralExplanation/Explanation	2	Sponsored Programs - Beginning $58483 Sponsored Programs - Ending $58408
IRS990ScheduleO/GeneralExplanation/Explanation	3	Deferred revenue - Beginning $109680 Deferred revenue - Ending $110075
IRS990ScheduleO/GeneralExplanation/Explanation	4	Accounting $1890
IRS990ScheduleO/GeneralExplanation/Explanation	5	Office Expense $2900
IRS990ScheduleO/GeneralExplanation/Explanation	6	\| Donee's Name: RYLA Career Development \| Cash Amount Given: $5500
IRS990ScheduleO/GeneralExplanation/Explanation	7	\| Donee's Name: Rotary \| Cash Amount Given: $14600
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part II, Line 26.4
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part II, Line 26.3
IRS990ScheduleO/GeneralExplanation/Identifier	2	Form 990-EZ, Part II, Line 26.2
IRS990ScheduleO/GeneralExplanation/Identifier	3	Form 990-EZ, Part II, Line 26.1
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier	5	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier	6	Form 990-EZ, Part I, Line 10.45
IRS990ScheduleO/GeneralExplanation/Identifier	7	Form 990-EZ, Part I, Line 10.31
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Total Liabilities.4
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Total Liabilities.3
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Total Liabilities.2
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	Total Liabilities.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	6	Grants and Similar Amounts Paid In Excess of $5,000.45
IRS990ScheduleO/GeneralExplanation/ReturnReference	7	Grants and Similar Amounts Paid In Excess of $5,000.31
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	330063533
ReturnHeader/Filer/Name/BusinessNameLine1	0	Escondido Rotary Foundation
ReturnHeader/Filer/NameControl	0	ESCO
ReturnHeader/Filer/USAddress/AddressLine1	0	PO Box 1822
ReturnHeader/Filer/USAddress/City	0	Escondido
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	92033
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2014-01-23
ReturnHeader/Officer/Name	0	Terry Siaca
ReturnHeader/Officer/Title	0	Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	HUGINS & COMPANY CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	PO BOX 1899
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	ESCONDIDO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	920331899
ReturnHeader/Preparer/Name	0	Kenneth C Hugins CPA
ReturnHeader/Preparer/Phone	0	7607557000
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-01-23T11:05:47-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $480,457
Liabilities: $174,038
Net assets: $306,419
Revenue: $109,883
Expenses: $89,638
Net income: $20,245

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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