Civic Intelligence

El Cajon Rotary Foundation

EIN 95-6141259 • 501(c)3 • El Cajon, CA

Pub. 78 Eligible

Profile

Support for local schools, senior citizen programs, and community well being

PO Box 643El Cajon, CA 92022

www.elcajonrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

75%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$446,730

Up $79,839 (+22%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$446,730

Up $79,839 (+22%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$48,108

Up $20,589 (+75%) from 2024

Expenses

Up

$35,957

Up $4,193 (+13%) from 2024

Net Income

Up

$12,151

Up $16,396 (+386%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $310,028Liabilities 2012: $02012Assets 2013: $319,191Liabilities 2013: $02013Assets 2014: $340,627Liabilities 2014: $0Net Assets 2014: $340,6272014Assets 2015: $302,088Liabilities 2015: $8,074Net Assets 2015: $294,0142015Assets 2016: $303,330Liabilities 2016: $4,201Net Assets 2016: $299,1292016Assets 2017: $335,778Liabilities 2017: $4,201Net Assets 2017: $331,5772017Assets 2018: $355,567Liabilities 2018: $4,201Net Assets 2018: $351,3662018Assets 2019: $349,426Liabilities 2019: $4,201Net Assets 2019: $345,2252019Assets 2020: $317,315Liabilities 2020: $3,585Net Assets 2020: $313,7302020Assets 2021: $353,167Liabilities 2021: $6,006Net Assets 2021: $347,1612021Assets 2022: $358,321Liabilities 2022: $7,291Net Assets 2022: $351,0302022Assets 2023: $332,205Liabilities 2023: $6,311Net Assets 2023: $325,8942023Assets 2024: $366,891Net Assets 2024: $366,8912024Assets 2025: $446,730Net Assets 2025: $446,7302025

Highlighted filing

2025

Assets$446,730
Liabilities-
Net Assets$446,730
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $42,134Expenses 2012: $35,808Net Income 2012: $6,3262012Revenue 2013: $44,255Expenses 2013: $35,092Net Income 2013: $9,1632013Revenue 2014: $65,369Expenses 2014: $43,933Net Income 2014: $21,4362014Revenue 2015: $37,686Expenses 2015: $67,512Net Income 2015: -$29,8262015Revenue 2016: $84,344Expenses 2016: $61,429Net Income 2016: $22,9152016Revenue 2017: $61,281Expenses 2017: $47,583Net Income 2017: $13,6982017Revenue 2018: $77,670Expenses 2018: $62,495Net Income 2018: $15,1752018Revenue 2019: $75,263Expenses 2019: $70,574Net Income 2019: $4,6892019Revenue 2020: $48,470Expenses 2020: $50,315Net Income 2020: -$1,8452020Revenue 2021: -$3,601Expenses 2021: $40,827Net Income 2021: -$44,4282021Revenue 2022: $96,027Expenses 2022: $37,165Net Income 2022: $58,8622022Revenue 2023: $25,109Expenses 2023: $62,256Net Income 2023: -$37,1472023Revenue 2024: $27,519Expenses 2024: $31,764Net Income 2024: -$4,2452024Revenue 2025: $48,108Expenses 2025: $35,957Net Income 2025: $12,1512025

Highlighted filing

2025

Revenue$48,108
Expenses$35,957
Net Income$12,151
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$446,730
Liabilities
-
Net assets
$446,730
Revenue
$48,108
Expenses
$35,957
Net income
$12,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.47$4.47$0.48$0.36$0.12
2024Detailed filing. Detailed filing data is available for this year.$3.67$3.67$0.28$0.32$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.32$0.06$3.26$0.25$0.62$0.37
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.07$3.51$0.96$0.37$0.59
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.06$3.47$0.04$0.41$0.44
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.04$3.14$0.48$0.50$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.49$0.04$3.45$0.75$0.71$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.56$0.04$3.51$0.78$0.62$0.15
2017Detailed filing. Detailed filing data is available for this year.$3.36$0.04$3.32$0.61$0.48$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.03$0.04$2.99$0.84$0.61$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.02$0.08$2.94$0.38$0.68$0.30
2014Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.65$0.44$0.21
2013Summary only. Only limited summary data is available for this year.$3.19$0.00$0.44$0.35$0.09
2012Summary only. Only limited summary data is available for this year.$3.10$0.00$0.42$0.36$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$164,883
Mission and Program Overview

Mission

Support for local schools, senior citizen programs, and community well being.

Program Services

DescriptionGrantsExpenses
OTHER PROGRAM SERVICES, DONATIONS, GRANTS LESS THAN $1,500 EACH TO 18 ORGANIZATIONS OR PROJECTS THAT SUPPORT EDUCATION, SENIORS AND COMMUNITY WELL BEING.-$11,300
ADDITIONAL GRANTS TO ROTARY AT WORK PROJECTS AND RYLA (ROTARY YOUTH LEADERSHIP), POLIO PLUS, AND THOUSAND SMILES, AND OTHER INTERNATIONAL PROJECTS-$8,307
GRANTS TO BOYS AND GIRLS CLUB OF EAST COUNTY; TO ST MADELEINE SOPHIE'S CENTER SERVING ADULTS WITH DEVELOPMENTAL CHALLENGES; AND TO THE EAST COUNTY TRANSITIONAL LIVING CENTER.-$4,225
GRANTS TO ROTARY INTERNATIONAL PAUL HARRIS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM MCDOUGALChairman-$0--
GINGER POUTOSVice Chairman-$0--
JOE MACKEYGen'L Secretary-$0--
DAVID JOHNSTONTrustee-$0--
DANA FLETCHERTrustee-$0--
BOBBI PEARSONTrustee-$0--
CHERYL MINSHEWTrustee-$0--
Filing and Contact Details

Filer

Filer Name
El Cajon Rotary Foundation
EIN
95-6141259
Phone
7607893956
Address
PO BOX 643, EL CAJON, CA 92022

Signing Officer

Name
Tim Mcdougal
Title
Chairman
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Stremlau Burns Cpas Llp
Address
5575 LAKE PARK WAY 200, LA MESA, CA 91942
Preparer
Suzanne E Wright Ea
Phone
6196972442
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.4

“| Donee's Name: VARIOUS GRANTS 1,500 EACH | Donee's Address: VARIOUS EL CAJON CA 92020 | Cash Amount Given: $14982”

Other Expenses.1001

“Advertising and Promotion $4640”

Other Expenses.1

“Bank and credit card fees $691”

Other Assets.1009

“Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $600”

Raw XML Appendix169 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA MESA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091941
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0366891
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07800
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0116775
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012151
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06794
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0366891
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0446730
IRS990EZ/FundraisingGrossIncomeAmt012950
IRS990EZ/GainOrLossFromSaleOfAssetsAmt014786
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023832
IRS990EZ/GrossReceiptsAmt0164883
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012572
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0366891
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0446730
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0366891
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0446730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIM MCDOUGAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GINGER POUTOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE MACKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANA FLETCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOBBI PEARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHERYL MINSHEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2GEN'L SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0600
IRS990EZ/OtherChangesInNetAssetsAmt067688
IRS990EZ/OtherExpensesTotalAmt05331
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT FOR LOCAL SCHOOLS, SENIOR CITIZEN PROGRAMS, AND COMMUNITY WELL BEING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO BOYS AND GIRLS CLUB OF EAST COUNTY; TO ST MADELEINE SOPHIE'S CENTER SERVING ADULTS WITH DEVELOPMENTAL CHALLENGES; AND TO THE EAST COUNTY TRANSITIONAL LIVING CENTER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OTHER PROGRAM SERVICES, DONATIONS, GRANTS LESS THAN $1,500 EACH TO 18 ORGANIZATIONS OR PROJECTS THAT SUPPORT EDUCATION, SENIORS AND COMMUNITY WELL BEING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRANTS TO ROTARY INTERNATIONAL PAUL HARRIS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ADDITIONAL GRANTS TO ROTARY AT WORK PROJECTS AND RYLA (ROTARY YOUTH LEADERSHIP), POLIO PLUS, AND THOUSAND SMILES, AND OTHER INTERNATIONAL PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04225
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28307
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0131561
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt012950
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035957
IRS990EZ/TotalProgramServiceExpensesAmt023832
IRS990EZ/TotalRevenueAmt048108
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ELCAJONROTARY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt031051
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012368
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010441
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt058389
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34720
IRS990ScheduleA/PublicSupportPY170Pct00.21070
IRS990ScheduleA/PublicSupportTotal170Amt031051
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020750
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02837
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04464
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt031051
IRS990ScheduleA/TotalSupportAmt089440
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS GRANTS 1,500 EACH | Donee's Address: VARIOUS EL CAJON CA 92020 | Cash Amount Given: $14982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $4640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK AND CREDIT CARD FEES $691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM MCDOUGAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EL CAJON ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELCA
ReturnHeader/Filer/EIN0956141259
ReturnHeader/Filer/PhoneNum07607893956
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 643
ReturnHeader/Filer/USAddress/CityNm0EL CAJON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815071075
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091942
ReturnHeader/PreparerPersonGrp/PhoneNum06196972442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE E WRIGHT EA
ReturnHeader/ReturnTs02025-11-18T12:37:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits