Civic Intelligence

Residents Assoc of Carlsbad by the Sea

EIN 27-3637559 • 501(c)3 • Carlsbad, CA

Profile

Mission is to provide residents the support and services essential for making their lives in the community safe, comfortable, enriched, and meaningful and to provide financial assistance and educational grants to those who serve the aged.

2855 Carlsbad BlvdCarlsbad, CA 92008

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

41st percentile

-1.5%

Higher net margin than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-1.9%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

-1.0%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$204,413

Down $4,022 (-1.9%) from 2023

Liabilities

Down

$512

Down $153 (-23%) from 2023

Net Assets

Down

$203,901

Down $3,869 (-1.9%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin41st percentile

Revenue

Down

$259,628

Down $2,673 (-1.0%) from 2023

Expenses

Up

$263,497

Up $10,013 (+4.0%) from 2023

Net Income

Down

-$3,869

Down $12,686 (-144%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2014: $105,823Net Assets 2014: $105,8232014Assets 2015: $98,090Liabilities 2015: $0Net Assets 2015: $98,0902015Assets 2016: $155,112Liabilities 2016: $0Net Assets 2016: $155,1122016Assets 2017: $205,134Liabilities 2017: $0Net Assets 2017: $205,1342017Assets 2018: $220,654Liabilities 2018: $0Net Assets 2018: $220,6542018Assets 2019: $212,759Liabilities 2019: $0Net Assets 2019: $212,7592019Assets 2021: $197,822Liabilities 2021: $667Net Assets 2021: $197,1552021Assets 2022: $199,550Liabilities 2022: $597Net Assets 2022: $198,9532022Assets 2023: $208,435Liabilities 2023: $665Net Assets 2023: $207,7702023Assets 2024: $204,413Liabilities 2024: $512Net Assets 2024: $203,9012024

Highlighted filing

2024

Assets$204,413
Liabilities$512
Net Assets$203,901
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $187,984Expenses 2014: $180,215Net Income 2014: $7,7692014Revenue 2015: $200,064Expenses 2015: $203,028Net Income 2015: -$2,9642015Revenue 2016: $226,146Expenses 2016: $169,126Net Income 2016: $57,0202016Revenue 2017: $237,680Expenses 2017: $188,819Net Income 2017: $48,8612017Revenue 2018: $204,123Expenses 2018: $189,355Net Income 2018: $14,7682018Revenue 2019: $197,609Expenses 2019: $205,501Net Income 2019: -$7,8922019Revenue 2021: $222,428Expenses 2021: $221,283Net Income 2021: $1,1452021Revenue 2022: $215,384Expenses 2022: $213,586Net Income 2022: $1,7982022Revenue 2023: $262,301Expenses 2023: $253,484Net Income 2023: $8,8172023Revenue 2024: $259,628Expenses 2024: $263,497Net Income 2024: -$3,8692024

Highlighted filing

2024

Revenue$259,628
Expenses$263,497
Net Income-$3,869
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,413
Liabilities
$512
Net assets
$203,901
Revenue
$259,628
Expenses
$263,497
Net income
-$3,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.01$2.04$2.60$2.63$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.08$2.62$2.53$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.01$1.99$2.15$2.14$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.01$1.97$2.22$2.21$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$1.98$2.06$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$2.04$1.89$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$2.38$1.89$0.49
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$2.26$1.69$0.57
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$2.00$2.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.88$1.80$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 8, 2025
Return Version
2024v5.1
Gross Receipts
$259,628
Mission and Program Overview

Mission

Mission is to provide residents the support and services essential for making their lives in the community safe, comfortable, enriched, and meaningful; and to provide financial assistance and educational grants to those who serve the aged.

Mission is to provide residents the support and services essential for making their lives in the community safe, comfortable, enriched, and meaningful and to provide financial assistance and educational grants to those who serve the aged.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$75,820$142,763▲ $66,943
Cash and Non-Interest-Bearing Accounts$132,615$61,650▼ $70,965
Total Assets$208,435$204,413▼ $4,022
Liabilities
Accounts Payable and Accrued Expenses$665$512▼ $153
Total Liabilities$665$512▼ $153
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$143,365$149,962▲ $6,597
Net Assets With Donor Restrictions$64,405$53,939▼ $10,466
Total Net Assets Fund Balance$207,770$203,901▼ $3,869
Total Liabilities and Net Assets / Fund Balance$208,435$204,413▼ $4,022
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Gerry AndersonPresident
Dave KretzmannVice President
Arthur LigginsDirector at Large
Diana ClarkDirector at Large
Ed KochDirector at Large
Ken VoertmanDirector at Large
Mark WentlandDirector at Large
Sue VaughnSecretary
Greg NesbittTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$255,494
Program Service Revenue
$0
Investment Income
$4,134
Other Revenue
$0
All Other Contributions
$255,494
Change in Net Assets
$-3,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$244,325
Other Expenses$19,172
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$238,874--$238,874
Other Expenses$12,080$100-$12,080
Grants to Domestic Orgs$5,451--$5,451
Fees for Services Accounting-$3,610-$3,610
Insurance-$3,271-$3,271
Office Expenses-$111-$111
Total Functional Expenses$256,405$7,092$0$263,497
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The treasurer gathers and prepares input for an outside cpa, and reviews the draft form 990 for accuracy and completeness. The organizations finance committee also reviews the draft prior to filing. After submission, the completed return is posted on the organizations internal website.”

Conflict of interest policy compliance Part VI line 12C

“The secretary collects statements annually from each officer and director, describing any relationships, positions, or circumstances that could contribute to a potential conflict of interest. Any such reported potential conflicts are discussed and voted upon by the board.”

Governing documents etc available to public Part VI line 19

“All governing documents, including conflict of interest policy, are collected in a binder that is available to all residents of carlsbad by the sea retirement community. Bylaws and financial statements are also posted to the organizations internal website. All are available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Residents Assoc of Carlsbad by the Sea
EIN
27-3637559
In Care Of
% GREG NESBITT
Phone
7604352411
Address
2855 CARLSBAD BLVD, CARLSBAD, CA 92008

Signing Officer

Name
Greg Nesbitt
Title
Treasurer
Phone
7604352532
Signed
2025-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerry Anderson
Formed
2015
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
100

Preparer

Firm
Candice Gerlach CPA Inc
Address
2888 Loker Ave East Ste 219, Carlsbad, CA 92010
Preparer
Candice Gerlach CPA
Phone
7602085885
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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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023548
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt026814
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027881
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IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0912
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0912
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IRS990ScheduleA/PublicSupportCY509Pct00.99390
IRS990ScheduleA/PublicSupportPY509Pct00.99630
IRS990ScheduleA/PublicSupportTotal509Amt01161961
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0222399
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0184541
IRS990ScheduleA/Total509Grp/TotalAmt01161961
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0283175
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0262301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0215384
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0222428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0185776
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01169064
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0221450
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt117424
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EMPLOYEE APPRECIATION GIFTS TIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EMPLOYEE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0150
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt19
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WITH SUPPORT FROM THE CARLSBAD BY THE SEA HUMAN RESOURCES DIRECTOR, THE TREASURER AND PRESIDENTARE JOINTLY RESPONSIBLE FOR ALLOCATING CASH GIFTSTIPS AMONG EMPLOYEES PURSUANT TO A FORMULA. THEFORMULA IS GENERALLY BASED ON THE NUMBER OF HOURS WORKED DURING THE PASTTWELVE MONTHS. THUS FULL-TIME EMPLOYEES RECEIVE A PROPORTIONALLY LARGER SHARE THAN PART-TIME OR NEWLY HIRED EMPLOYEES. AFTER THE DISTRIBUTION FORMULA HAS BEEN APPLIED, HR PREPARES AN ELECTRONICFILE LISTING OF AMOUNTS TO BEGIVEN TO EACH EMPLOYEE. THE CORPORATE PAYROLL DEPARTMENT PROCESSESS ALL PAYMENTS AND WITHHOLDS APPROPRIATE TAXES.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIP GRANTS TO ELIGIBLE EMPLOYEES REIMBURSE THE INDIVIDUAL UP TO $3,000 PER YEAR FOR DOCUMENTED TUITION FEES AND OTHER QUALIFIED EDUCATIONAL EXPENSES. TO BE ELIGIBLE FOR SUCH A GRANT, EMPLOYEES MUST HAVE WORKED AT CARLSBAD BY THE SEA FOR AT LEAST SIX MONTHS, BE REGISTERED AT AN ACCREDITED COLLEGE, UNIVERSITY, PROFESSIONAL, VOCATIONAL, OR TECHNICAL SCHOOL, AND HAVE A CUMULATIVE GPA OF 2.0. A SCHOLARSHIP COMMITTEE IS DELEGATED RESPONSIBILITY FOR ESTABLISHING SCHOLARSHIP CRITERIA, REVIEWING GRANT APPLICATIONS, AND RECOMMENDING APPROVAL. THE BOARD OF DIRECTORS FORMALLY APPROVES EACH GRANT RECOMMENDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Information for Schedule I
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Additional Information for Schedule I
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER GATHERS AND PREPARES INPUT FOR AN OUTSIDE CPA, AND REVIEWS THE DRAFT FORM 990 FOR ACCURACY AND COMPLETENESS. THE ORGANIZATIONS FINANCE COMMITTEE ALSO REVIEWS THE DRAFT PRIOR TO FILING. AFTER SUBMISSION, THE COMPLETED RETURN IS POSTED ON THE ORGANIZATIONS INTERNAL WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SECRETARY COLLECTS STATEMENTS ANNUALLY FROM EACH OFFICER AND DIRECTOR, DESCRIBING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A POTENTIAL CONFLICT OF INTEREST. ANY SUCH REPORTED POTENTIAL CONFLICTS ARE DISCUSSED AND VOTED UPON BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, INCLUDING CONFLICT OF INTEREST POLICY, ARE COLLECTED IN A BINDER THAT IS AVAILABLE TO ALL RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY. BYLAWS AND FINANCIAL STATEMENTS ARE ALSO POSTED TO THE ORGANIZATIONS INTERNAL WEBSITE. ALL ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0208435
IRS990/TotalAssetsEOYAmt0204413
IRS990/TotalAssetsGrp/BOYAmt0208435
IRS990/TotalAssetsGrp/EOYAmt0204413
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0255494
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07092
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0256405
IRS990/TotalFunctionalExpensesGrp/TotalAmt0263497
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0665
IRS990/TotalLiabilitiesEOYAmt0512
IRS990/TotalLiabilitiesGrp/BOYAmt0665
IRS990/TotalLiabilitiesGrp/EOYAmt0512
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0207770
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0203901
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0256405
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04134
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0259628
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0204413
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/USAddress/CityNm0CARLSBAD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092008
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG NESBITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07604352532
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RESIDENTS ASSOC OF CARLSBAD BY THE SEA
ReturnHeader/Filer/BusinessNameControlTxt0RESI
ReturnHeader/Filer/EIN0273637559
ReturnHeader/Filer/InCareOfNm0% GREG NESBITT
ReturnHeader/Filer/PhoneNum07604352411
ReturnHeader/Filer/USAddress/AddressLine1Txt02855 CARLSBAD BLVD
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831653274
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Candice Gerlach CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02888 Loker Ave East Ste 219
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092010
ReturnHeader/PreparerPersonGrp/PhoneNum07602085885
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CANDICE GERLACH CPA
ReturnHeader/ReturnTs02025-05-20T20:30:33-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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