Civic Intelligence

Escondido Rotary Foundation

990 • Fiscal year 2019 • EIN 33-0063533

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 05, 2021

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

80th percentile

0.34x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

1.88x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

53rd percentile

4.3%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2019

Revenue Growth

49th percentile

3.7%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$590,851

Up $70,057 (+13%) from 2016

Net Assets

Up

$391,538

Up $54,327 (+16%) from 2016

Liabilities

Up

$199,313

Up $15,730 (+8.6%) from 2016

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin18th percentile

Revenue

Up

$105,986

Up $10,822 (+11%) from 2016

Expenses

Up

$119,102

Up $16,111 (+16%) from 2016

Net Income

Down

-$13,116

Down $5,289 (-68%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2019

Assets$590,851
Liabilities$199,313
Net Assets$391,538
Open 2019 Filing

Operations Trend

Revenue Growth49th 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

2019

Revenue$105,986
Expenses$119,102
Net Income-$13,116
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 5, 2021
Return Version
2019v5.1
Gross Receipts
$105,986
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$524,214$526,820▲ $2,606
Rtn Earn Endowment Incm Other Fnds$404,654$391,538▼ $13,116
Cash and Non-Interest-Bearing Accounts$53,966$32,753▼ $21,213
Savings and Temporary Cash Investments$15,868$15,915▲ $47
Accounts Receivable$400$14,500▲ $14,100
Prepaid Expenses and Deferred Charges$164$225▲ $61
Total Assets$594,712$590,851▼ $3,861
Other Assets Total$100$638▲ $538
Liabilities
Deferred Revenue$104,040$106,072▲ $2,032
Other Liabilities$48,368$48,425▲ $57
Grants Payable$31,550$35,000▲ $3,450
Accounts Payable and Accrued Expenses$6,100$9,816▲ $3,716
Total Liabilities$190,058$199,313▲ $9,255
Net Assets / Fund Balance
Total Net Assets Fund Balance$404,654$391,538▼ $13,116
Total Liabilities and Net Assets / Fund Balance$594,712$590,851▼ $3,861

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$638--
Other Securities$526,820--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
L Richard GreensteinPresident
Alexandra KeeganTrustee
Colleen MackinnonTrustee
Fred BaranowskiTrustee
Lawrence TraulnerTrustee
Lisa NorombabaTrustee
Nicolas IsoulosTrustee
Ron SmithTrustee
Laura SteesSecretary
Henry M FreetTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$103,370
Program Service Revenue
$0
Investment Income
$2,616
Other Revenue
$0
All Other Contributions
$738
Change in Net Assets
$-13,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,741
Other Expenses$23,361
Total Fundraising Expense$21,329
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,361--$59,361
Grants to Domestic Individuals$36,380--$36,380
Occupancy$0$0$10,409$10,409
Other Expenses$0$0$3,761$3,761
Office Expenses$0$0$2,538$2,538
Fees for Services Accounting$0$2,032$0$2,032
Total Functional Expenses$95,741$2,032$21,329$119,102
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Palomar Health FoundationEscondido, CA-Covid 19 Relief$6,900
Rotary District 5340-rylaSan Diego, CA-Rotary Youth Program$5,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coeur De Cuisine 100$100,348$100,348$8,411$91,937
Total Events$100,348$100,348$21,329$79,019
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
2021-03-05
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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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$590,851
Liabilities
$199,313
Net assets
$391,538
Revenue
$105,986
Expenses
$119,102
Net income
-$13,116
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