Civic Intelligence

Escondido Rotary Foundation

990 • Fiscal year 2022 • EIN 33-0063533

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 12, 2022

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

0.27x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

96th percentile

2.97x

Higher debt load relative to revenue than 96% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

25th percentile

-7.4%

Higher net margin than 25% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

16th percentile

-15%

Faster asset growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-51%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$611,647

Down $106,084 (-15%) from 2021

Net Assets

Down

$444,342

Down $81,543 (-16%) from 2021

Liabilities

Down

$167,305

Down $24,541 (-13%) from 2021

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin25th percentile

Revenue

Down

$56,400

Down $58,467 (-51%) from 2021

Expenses

Down

$60,581

Down $54,419 (-47%) from 2021

Net Income

Down

-$4,181

Down $4,048 (-3044%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2022

Assets$611,647
Liabilities$167,305
Net Assets$444,342
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$56,400
Expenses$60,581
Net Income-$4,181
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 12, 2022
Return Version
2021v4.1
Gross Receipts
$172,100
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$635,873$520,173▼ $115,700
Rtn Earn Endowment Incm Other Fnds$525,885$444,342▼ $81,543
Cash and Non-Interest-Bearing Accounts$39,312$88,484▲ $49,172
Savings and Temporary Cash Investments$20,889--
Inventories for Sale or Use$13,800--
Accounts Receivable$7,325$2,990▼ $4,335
Prepaid Expenses and Deferred Charges$532--
Total Assets$717,731$611,647▼ $106,084
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$115,063$86,030▼ $29,033
Other Liabilities$44,635$47,268▲ $2,633
Grants Payable$27,465$27,465→ $0
Accounts Payable and Accrued Expenses$4,683$6,542▲ $1,859
Total Liabilities$191,846$167,305▼ $24,541
Net Assets / Fund Balance
Total Net Assets Fund Balance$525,885$444,342▼ $81,543
Total Liabilities and Net Assets / Fund Balance$717,731$611,647▼ $106,084

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$0--
Other Securities$520,173--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
L Richard GreensteinPresident
Alexandra KeeganDirector
Andrew KirwinDirector
Fred BaranowskiDirector
Laura SteesDirector
Lawrence TraulnerDirector
Nicolas IsoulosDirector
Robert DziublaDirector
Ron SmithDirector
Henry M FreetTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$122,098
Program Service Revenue
$0
Investment Income
$-65,698
Other Revenue
$0
All Other Contributions
$151
Change in Net Assets
$-4,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$57,691
Other Expenses$2,890
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$57,691--$57,691
Fees for Services Accounting$0$2,539$0$2,539
Office Expenses$0$228$0$228
Other Expenses$0$123$0$123
Total Functional Expenses$57,691$2,890$0$60,581
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$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coeur De Cuisine 100$8,075$8,075-$8,075
Total Events$8,075$8,075-$8,075
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$47,268
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
2022-10-12
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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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12347 SAN DIEGO AVENEU
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02890
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057691
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTs02022-10-14T09:30:02-07:00
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$611,647
Liabilities
$167,305
Net assets
$444,342
Revenue
$56,400
Expenses
$60,581
Net income
-$4,181
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