Civic Intelligence

El Cajon Rotary Foundation

990EZ • Fiscal year 2021 • EIN 95-6141259

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 19, 2021

Organization ProfileWWW.ELCAJONROTARY.ORG
PO Box 643El Cajon, CA 92022

(760) 789-3956

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

100th percentile

1234%

Higher net margin than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$2,063

Higher top officer pay than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

57th percentile

11%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$353,167

Up $35,852 (+11%) from 2020

Net Assets

Up

$347,161

Up $33,431 (+11%) from 2020

Liabilities

Up

$6,006

Up $2,421 (+68%) from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$3,601

Down $52,071 (-107%) from 2020

Expenses

Down

$40,827

Down $9,488 (-19%) from 2020

Net Income

Down

-$44,428

Down $42,583 (-2308%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$353,167
Liabilities$6,006
Net Assets$347,161
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue-$3,601
Expenses$40,827
Net Income-$44,428
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 19, 2021
Return Version
2020v4.0
Gross Receipts
$112,253
Mission and Program Overview

Mission

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

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

Program Services

DescriptionGrantsExpenses
OTHER PROGRAM SERVICES, DONATIONS, GRANTS LESS THAN $3,000 EACH TO 20 ORGANIZATIONS OR PROJECTS THAT SUPPORT EDUCATION, SENIORS AND COMMUNITY WELL BEING.$25,093-
GRANT TO BOYS AND GIRLS CLUB$5,000-
GRANT TO EAST COUNTY TRANSITIONAL LIVING CENTER$4,000-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA FLETCHERSecretaryPT$2,063-$2,063
MAX D WRIGHTChairman-$0--
SUSAN FERRARAVice Chair-$0--
TIM MCDOUGALTreasurer-$0--
STU SCOTTTrustee-$0--
JOE MACKEYTrustee-$0--
ERICK LUNDYTrustee-$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
Max D Wright Jr
Title
Chairman
Signed
2021-10-19
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 $5,000.6

“| Donee's Name: VARIOUS OTHER GRANTS | Donee's Address: VARIOUS EL CAJON CA 92020 | Cash Amount Given: $14943”

Other Expenses.1002

“Office Expenses $648”

Other Expenses.1

“Bank and credit card fees $788”

Other Expenses.3

“STATE TAX $10”

Other Assets.1

“RECEIVABLE FROM ROTARY OF EL CAJON - Beginning $0 RECEIVABLE FROM ROTARY OF EL CAJON - Ending $25”

Total Liabilities.1

“DUE TO FLAG PROGRAM - Beginning $3435 DUE TO FLAG PROGRAM - Ending $5787”

Total Liabilities.2

“DUE TO ROTARY OF EL CAJON - Beginning $150 DUE TO ROTARY OF EL CAJON - Ending $219”

Raw XML Appendix189 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERICK LUNDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHERYL MINSHEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025
IRS990EZ/OtherChangesInNetAssetsAmt077859
IRS990EZ/OtherExpensesTotalAmt01446
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IRS990EZ/PrintingPublicationsPostageAmt061
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14000
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02063
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03585
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06006
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ELCAJONROTARY.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THIS ORGANIZATION GENERALLY HOLDS ITS GALA FUNDRAISER IN THE SPRING. DUE TO CONTINUING COVID 19 CONCERNS, THEY DECIDED TO AGAIN CANCEL THIS MAIN FUNDRAISER SCHEDULED FOR SPRING, 2021. THIS RESULTED IN SUBSTANTIALLY LESS INCOME THAN USUAL FOR THE REPORTING FISCAL YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
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IRS990ScheduleA/TotalSupportAmt0169718
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS OTHER GRANTS | Donee's Address: VARIOUS EL CAJON CA 92020 | Cash Amount Given: $14943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK AND CREDIT CARD FEES $788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STATE TAX $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RECEIVABLE FROM ROTARY OF EL CAJON - Beginning $0 RECEIVABLE FROM ROTARY OF EL CAJON - Ending $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUE TO FLAG PROGRAM - Beginning $3435 DUE TO FLAG PROGRAM - Ending $5787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUE TO ROTARY OF EL CAJON - Beginning $150 DUE TO ROTARY OF EL CAJON - Ending $219
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAX D WRIGHT JR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-19
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ReturnHeader/Filer/EIN0956141259
ReturnHeader/Filer/PhoneNum07607893956
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ReturnHeader/Filer/USAddress/ZIPCd092022
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum06196972442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE E WRIGHT EA
ReturnHeader/ReturnTs02021-10-21T08:26:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAX D WRIGHT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JR
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$353,167
Liabilities
$6,006
Net assets
$347,161
Revenue
-$3,601
Expenses
$40,827
Net income
-$44,428
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