Civic Intelligence

Escondido Rotary Foundation

990 • Fiscal year 2023 • EIN 33-0063533

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 03, 2023

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

0.24x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

1.38x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

60th percentile

8.2%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

105%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$661,729

Up $50,082 (+8.2%) from 2022

Net Assets

Up

$502,141

Up $57,799 (+13%) from 2022

Liabilities

Down

$159,588

Down $7,717 (-4.6%) from 2022

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin92nd percentile

Revenue

Up

$115,380

Up $58,980 (+105%) from 2022

Expenses

Down

$50,553

Down $10,028 (-17%) from 2022

Net Income

Up

$64,827

Up $69,008 (+1651%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2023

Assets$661,729
Liabilities$159,588
Net Assets$502,141
Open 2023 Filing

Operations Trend

Revenue Growth91st 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

2023

Revenue$115,380
Expenses$50,553
Net Income$64,827
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 3, 2023
Return Version
2022v5.0
Gross Receipts
$115,380
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$520,173$565,183▲ $45,010
Rtn Earn Endowment Incm Other Fnds$444,342$502,141▲ $57,799
Cash and Non-Interest-Bearing Accounts$88,484$90,970▲ $2,486
Accounts Receivable$2,990$3,600▲ $610
Total Assets$611,647$661,729▲ $50,082
Other Assets Total$0$1,976▲ $1,976
Liabilities
Deferred Revenue$86,030$61,669▼ $24,361
Other Liabilities$47,268$50,082▲ $2,814
Grants Payable$27,465$27,340▼ $125
Accounts Payable and Accrued Expenses$6,542$20,497▲ $13,955
Total Liabilities$167,305$159,588▼ $7,717
Net Assets / Fund Balance
Total Net Assets Fund Balance$444,342$502,141▲ $57,799
Total Liabilities and Net Assets / Fund Balance$611,647$661,729▲ $50,082

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,976--
Other Securities$565,183--
Compensation and Service Providers
Top Officer Pay54th 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
$115,378
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$0
All Other Contributions
$38,085
Change in Net Assets
$64,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$47,285
Other Expenses$3,268
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,128--$43,128
Foreign Grants$4,157--$4,157
Fees for Services Accounting$0$2,296$0$2,296
Other Expenses$0$680$0$680
Office Expenses$0$292$0$292
Total Functional Expenses$47,285$3,268$0$50,553
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$24,532$24,532-$24,532
Total Events$24,532$24,532-$24,532
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$50,082
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
2023-10-03
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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IRS990/TerminateOperationsInd0false
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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$661,729
Liabilities
$159,588
Net assets
$502,141
Revenue
$115,380
Expenses
$50,553
Net income
$64,827
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