Civic Intelligence

Escondido Rotary Foundation

990 • Fiscal year 2016 • EIN 33-0063533

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 16, 2017

Organization ProfileN/A
PO Box 1822Escondido, CA 92033-1822

(760) 489-2749

Siviq Scores

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

Liabilities / Assets

79th percentile

0.35x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

1.93x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

24th percentile

-8.2%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.5%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Revenue Growth

14th percentile

-25%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$520,794

Down $15,945 (-3.0%) from 2014

Net Assets

Down

$337,211

Down $32,878 (-8.9%) from 2014

Liabilities

Up

$183,583

Up $16,933 (+10%) from 2014

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin24th percentile

Revenue

Down

$95,164

Down $73,426 (-44%) from 2014

Expenses

Down

$102,991

Down $1,929 (-1.8%) from 2014

Net Income

Down

-$7,827

Down $71,497 (-112%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$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

2016

Assets$520,794
Liabilities$183,583
Net Assets$337,211
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$95,164
Expenses$102,991
Net Income-$7,827
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 16, 2017
Return Version
2015v3.0
Gross Receipts
$95,164
Mission and Program Overview

Mission

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

Provides awards, scholarships, and grants for various civic projects locally and internationally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$540,341$502,282▼ $38,059
Rtn Earn Endowment Incm Other Fnds$345,038$337,211▼ $7,827
Cash and Non-Interest-Bearing Accounts$10,024$18,512▲ $8,488
Accounts Receivable$1,350--
Total Assets$551,715$520,794▼ $30,921
Liabilities
Other Liabilities$206,677$183,583▼ $23,094
Total Liabilities$206,677$183,583▼ $23,094
Net Assets / Fund Balance
Total Net Assets Fund Balance$345,038$337,211▼ $7,827
Total Liabilities and Net Assets / Fund Balance$551,715$520,794▼ $30,921
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Joel BeyerPresident
Bonnie MaloneyDirector
Dick DanielsDirector
Gloria TeccaDirector
Johnny WatsonDirector
Keith RichenbacherDirector
Nicholas TsoulosDirector
Mary GeerdesSecretary
Henry M FreetTreasurer
Ken MyersVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$108,226
Program Service Revenue
$0
Investment Income
$-13,062
Other Revenue
$0
All Other Contributions
$106,741
Change in Net Assets
$-7,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$97,687
Other Expenses$5,304
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,149--$72,149
Grants to Domestic Individuals$25,538--$25,538
Fees for Services Accounting-$3,270-$3,270
Fees for Services Other$1,865$169-$2,034
Total Functional Expenses$99,552$3,439$0$102,991
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary District 5340 RylaSan Diego, CA--$5,525
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$102,001
Sponsored Programs$50,697
Accrued Liabilities$26,450
Miscellaneous$4,435
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

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
2017-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Beyer
Formed
1983
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
152

Preparer

Firm
Hugins & Company Cpas
Address
PO BOX 1899, ESCONDIDO, CA 92033-1899
Preparer
Kenneth C Hugins CPA
Phone
7607557000
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“VARIOUS PROGRAM SERVICES”

Raw XML Appendix338 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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ReturnHeader/ReturnTs02017-02-20T15:18:43-08:00
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ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$520,794
Liabilities
$183,583
Net assets
$337,211
Revenue
$95,164
Expenses
$102,991
Net income
-$7,827
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