ESCONDIDO ROTARY FOUNDATION (EIN 330063533) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

HENRY M FREET

Phone

7604892749

Tax Period

2024-07-01 to 2025-06-30

ESCONDIDO ROTARY FOUNDATION, founded in 1983, is a small nonprofit that reported $153K in total revenue in fiscal year 2024. Expenses of $326K exceeded revenue, resulting in a 113% operating deficit.

Mission

PROVIDES AWARDS, SCHOLARSHIPS AND GRANDS FOR VARIOUS CIVIC PROJECTS LOCALLY AND INTERNATIONALLY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $80,523

Program Service Revenue $0

Investment Income $66,350

Other Revenue $5,826

TOTAL REVENUE $152,699

Expense Breakdown

Grants Paid $315,130

Salaries & Benefits $0

Fundraising Expenses $8,049

Program Expenses $315,130

Other Expenses $2,652

TOTAL EXPENSES $325,831

Year-over-Year Comparison

	2024	2023	Change
Revenue	$152,699	$142,944	+0.1%
Expenses	$325,831	$87,857	+2.7%
Net Income	$-173,132	$55,087	-4.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

120

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
L RICHARD GREENSTEIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
RON SMITH	DIRECTOR	2.00	Officer Director	$0	$0	$0
HENRY M FREET	TREASURER	5.00	Officer Director	$0	$0	$0
JOEL BROWN	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN BUSH	SECRETARY	2.00	Director	$0	$0	$0
NICOLAS ISOULOS	DIRECTOR	2.00	Director	$0	$0	$0
JAMES WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
KEITH RICHENBACHER	DIRECTOR	2.00	Director	$0	$0	$0
ROXANNE ROSTAMIAN	DIRECTOR	2.00	Director	$0	$0	$0
RUTH KINGCADE	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$152,699	$325,831	$1,143,457	$-173,132
2024	$142,944	$87,857	$679,812	$55,087
2023	$115,380	$50,553	$661,729	$64,827
2022	$56,400	$60,581	$611,647	$-4,181
2021	$114,867	$115,000	$717,731	$-133
2019	$105,986	$119,102	$590,851	$-13,116

ESCONDIDO ROTARY FOUNDATION