Philanthropy & Grantmaking
(T30)
IRS Verified
DX Registered
990 on File
ENCINITAS ROTARY CLUB FOUNDATION
Financial strength (30%)
76/100
Reliability (20%)
55/100
Effectiveness (25%)
66/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$233K
Total Revenue
$295K
Total Expenses
$87K
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
76.6%
Fundraising Efficiency
N/A
Operating Reserve
3.54x
Liability-to-Asset
0.0%
Revenue Diversification
99.4%
Compared with Peers
FY 2025
Compared with 8,005 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
76.6% | 90.0% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
1.6% | 7.6% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
21.8% | 0.0% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
3.5 mo | 98.0 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
99.4% | 90.3% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
-14.2% | 11.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-4.1% | 8.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-26.7% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $233K | $295K | $87K | 76.6% | 0 |
| 2024 | $272K | $308K | $149K | 78.1% | 0 |
| 2023 | $196K | $129K | $186K | 93.4% | 0 |
| 2022 | $196K | $126K | $119K | 99.6% | 0 |
| 2021 | $8K | $12K | N/A | — | 0 |
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