Civic Intelligence

Escondido Rotary Foundation

990 • Fiscal year 2021 • EIN 33-0063533

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 24, 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

78th percentile

0.27x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

93rd percentile

1.67x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

27th percentile

-0.1%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

51st percentile

10%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2021

Revenue Growth

40th percentile

4.1%

Faster revenue growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$717,731

Up $126,880 (+21%) from 2019

Net Assets

Up

$525,885

Up $134,347 (+34%) from 2019

Liabilities

Down

$191,846

Down $7,467 (-3.7%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin27th percentile

Revenue

Up

$114,867

Up $8,881 (+8.4%) from 2019

Expenses

Down

$115,000

Down $4,102 (-3.4%) from 2019

Net Income

Up

-$133

Up $12,983 (+99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$717,731
Liabilities$191,846
Net Assets$525,885
Open 2021 Filing

Operations Trend

Revenue Growth40th 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

2021

Revenue$114,867
Expenses$115,000
Net Income-$133
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 24, 2021
Return Version
2020v4.1
Gross Receipts
$114,867
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$526,820$635,873▲ $109,053
Rtn Earn Endowment Incm Other Fnds$391,538$525,885▲ $134,347
Cash and Non-Interest-Bearing Accounts$32,753$39,312▲ $6,559
Savings and Temporary Cash Investments$15,915$20,889▲ $4,974
Inventories for Sale or Use-$13,800-
Accounts Receivable$14,500$7,325▼ $7,175
Prepaid Expenses and Deferred Charges$225$532▲ $307
Total Assets$590,851$717,731▲ $126,880
Other Assets Total$638$0▼ $638
Liabilities
Deferred Revenue$106,072$115,063▲ $8,991
Other Liabilities$48,425$44,635▼ $3,790
Grants Payable$35,000$27,465▼ $7,535
Accounts Payable and Accrued Expenses$9,816$4,683▼ $5,133
Total Liabilities$199,313$191,846▼ $7,467
Net Assets / Fund Balance
Total Net Assets Fund Balance$391,538$525,885▲ $134,347
Total Liabilities and Net Assets / Fund Balance$590,851$717,731▲ $126,880

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$0--
Other Securities$635,873--
Compensation and Service Providers
Top Officer Pay52nd 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
$114,862
Program Service Revenue
$0
Investment Income
$5
Other Revenue
$0
All Other Contributions
$6,540
Change in Net Assets
$-133
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$112,000
Other Expenses$3,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$96,000--$96,000
Foreign Grants$16,000--$16,000
Fees for Services Accounting$0$1,503$0$1,503
Office Expenses$0$1,489$0$1,489
Other Expenses$0$8$0$8
Total Functional Expenses$112,000$3,000$0$115,000
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
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coeur De Cuisine 100$108,322$108,322-$108,322
Total Events$108,322$108,322-$108,322
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$44,635
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
2021-09-24
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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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/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$717,731
Liabilities
$191,846
Net assets
$525,885
Revenue
$114,867
Expenses
$115,000
Net income
-$133
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