ROTARY CLUB OF ESCONDIDO CALIFORNIA (EIN 956093457) - 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

1964

Legal Domicile

Principal Officer

HENRY MIKE FREET

Phone

7606580308

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF ESCONDIDO CALIFORNIA, founded in 1964, is a micro nonprofit that reported $52K in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. Expenses of $60K exceeded revenue, resulting in a 14% operating deficit.

Mission

COMMUNITY SERVICE AND CHARITABLE SUPPORT

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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 $50,422

Program Service Revenue $0

Investment Income $1,884

Other Revenue $0

TOTAL REVENUE $52,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,562

Other Expenses $57,237

TOTAL EXPENSES $59,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,306	$32,405	+0.6%
Expenses	$59,510	$29,412	+1.0%
Net Income	$-7,204	$2,993	-3.4%

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

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
JACQUELINE SKAY	PRESIDENT	N/A	Director	$0	$0	$0
STEF HOLDEN	PRESIDENT ELECT	N/A	Director	$0	$0	$0
JAMES WRIGHT	VICE PRESIDENT	N/A	Director	$0	$0	$0
RON SMITH	EXEC SECREATARY	N/A	Director	$0	$0	$0
LONE RUMMERY	SECRETARY	N/A	Director	$0	$0	$0
BILL SMITH	TREASURER	N/A	Director	$0	$0	$0
COLLEEN MACKINNON	PAST PRESIDENT	N/A	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	$52,306	$59,510	$33,952	$-7,204
2024	$32,405	$29,412	$33,531	$2,993
2023	$26,240	$30,834	$24,995	$-4,594
2022	$8,986	$28,125	$52,104	$-19,139
2021	$44,204	$29,115	$60,084	$15,089

ROTARY CLUB OF ESCONDIDO CALIFORNIA