Esr Charitable Inc
Nonprofit profile at a glance
- EIN
- 993188695
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2024
- Location
- Escondido, CA, USA
- Rating
- 53
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Fund Raising and/or Fund Distribution
Reported finances
- Revenue
- $83,705
- Expenses
- $25,000
- Assets
- $105,126
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Jim Ponder (President)
People named in this filing
- Jim Ponder (President)
- Richard Agnew (Treasurer)
- Jeff Johnson (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
ESR Charitable was created to support the Escondido Sunrise Rotary projects. The foundation was established to support local and global projects including Escondido and North County community programs local charities and student initiatives. Entirely volunteer-driven the foundation directs all proceeds toward making a lasting positive impact in our community and beyond.
What it reported doing in 2025
This year funds raised were donated to the MS Society. Additional funds raised will be used in the upcoming year for local projects and student education programs.
Operating model
- Revenue model
- Donor-supported. 99% of the money available for current operations came from contributions and gifts.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 19
- Transparency & Controls: 100
- Sustainability: 75
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 30.8%; rating input score 31
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 70.1%; rating input score 95; 95th percentile among comparable filings
- Total-asset coverage ratio: 4.21; rating input score 81; 81st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 30.8% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 31/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.