Civic Intelligence

Escondido Rotary Foundation

990 • Fiscal year 2024 • EIN 33-0063533

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 09, 2024

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

77th percentile

0.21x

Higher debt load relative to assets than 77% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.99x

Higher debt load relative to revenue than 92% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

47th percentile

2.7%

Faster asset growth than 47% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

24%

Faster revenue growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$679,812

Up $18,083 (+2.7%) from 2023

Net Assets

Up

$537,787

Up $35,646 (+7.1%) from 2023

Liabilities

Down

$142,025

Down $17,563 (-11%) from 2023

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin85th percentile

Revenue

Up

$142,944

Up $27,564 (+24%) from 2023

Expenses

Up

$87,857

Up $37,304 (+74%) from 2023

Net Income

Down

$55,087

Down $9,740 (-15%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2024

Assets$679,812
Liabilities$142,025
Net Assets$537,787
Open 2024 Filing

Operations Trend

Revenue Growth68th 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

2024

Revenue$142,944
Expenses$87,857
Net Income$55,087
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 9, 2024
Return Version
2023v5.1
Gross Receipts
$183,000
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$565,183$625,127▲ $59,944
Rtn Earn Endowment Incm Other Fnds$502,141$537,787▲ $35,646
Cash and Non-Interest-Bearing Accounts$90,970$51,496▼ $39,474
Accounts Receivable$3,600$1,000▼ $2,600
Total Assets$661,729$679,812▲ $18,083
Other Assets Total$1,976$2,189▲ $213
Liabilities
Grants Payable$27,340$131,958▲ $104,618
Other Liabilities$50,082$0▼ $50,082
Deferred Revenue$61,669$9,999▼ $51,670
Accounts Payable and Accrued Expenses$20,497$68▼ $20,429
Total Liabilities$159,588$142,025▼ $17,563
Net Assets / Fund Balance
Total Net Assets Fund Balance$502,141$537,787▲ $35,646
Total Liabilities and Net Assets / Fund Balance$661,729$679,812▲ $18,083

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,189--
Other Securities$625,127--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
L Richard GreensteinPresident
James WrightDirector
Joel BrownDirector
Keith RichenbacherDirector
Nicolas IsoulosDirector
Ron SmithDirector
Roxanne RostamianDirector
Ruth KingcadeDirector
Kristen BushSecretary
Henry M FreetTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$83,000
Program Service Revenue
$0
Investment Income
$59,944
Other Revenue
$0
All Other Contributions
$21,331
Change in Net Assets
$55,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,023
Professional Fundraising Fees$21,339
Total Fundraising Expense$21,339
Other Expenses$2,495
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$30,383--$30,383
Fees for Services Professional Fundraising--$21,339$21,339
Grants to Domestic Orgs$19,652--$19,652
Foreign Grants$13,988--$13,988
Fees for Services Accounting$0$1,852$0$1,852
Office Expenses$0$643$0$643
Total Functional Expenses$64,023$2,495$21,339$87,857
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$21,339

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coeur De Cuisine 100$49,194$49,194-$49,194
Total Events$49,194$49,194-$49,194
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$0
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
2024-09-09
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”

Raw XML Appendix386 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/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$679,812
Liabilities
$142,025
Net assets
$537,787
Revenue
$142,944
Expenses
$87,857
Net income
$55,087
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