Civic Intelligence

Oceanside Rotary Club Foundation

EIN 33-0689355 • 501(c)3 • Carlsbad, CA

Profile

Contribute to Oceanside community needs in support of the general welfare of the City.

7922 La Capela PlaceCarlsbad, CA 92009

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

64th percentile

6.7%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

96th percentile

226%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$273,939

Up $19,023 (+7.5%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$273,939

Up $19,023 (+7.5%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$41,357

Up $3,380 (+8.9%) from 2024

Expenses

Up

$22,334

Up $5,201 (+30%) from 2024

Net Income

Down

$19,023

Down $1,821 (-8.7%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$400K$300K$200K$100K$0Assets 2010: $248,993Net Assets 2010: $248,9932010Assets 2011: $286,291Net Assets 2011: $286,2912011Assets 2012: $302,528Net Assets 2012: $302,5282012Assets 2013: $299,788Net Assets 2013: $299,7882013Assets 2014: $169,563Net Assets 2014: $169,5632014Assets 2015: $173,378Net Assets 2015: $173,3782015Assets 2016: $182,686Net Assets 2016: $182,6862016Assets 2017: $191,707Net Assets 2017: $191,7072017Assets 2018: $204,836Net Assets 2018: $204,8362018Assets 2019: $235,247Net Assets 2019: $235,2472019Assets 2020: $234,447Net Assets 2020: $234,4472020Assets 2021: $267,101Net Assets 2021: $267,1012021Assets 2022: $225,370Net Assets 2022: $225,3702022Assets 2023: $234,072Net Assets 2023: $234,0722023Assets 2024: $254,916Net Assets 2024: $254,9162024Assets 2025: $273,939Net Assets 2025: $273,9392025

Highlighted filing

2025

Assets$273,939
Liabilities-
Net Assets$273,939
Open 2025 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$100K$0-$100K-$200KRevenue 2010: $113,6302010Revenue 2011: $67,346Expenses 2011: $30,048Net Income 2011: $37,2982011Revenue 2012: $16,362Expenses 2012: $125Net Income 2012: $16,2372012Revenue 2013: $3,260Expenses 2013: $6,000Net Income 2013: -$2,7402013Revenue 2014: $16,188Expenses 2014: $146,413Net Income 2014: -$130,2252014Revenue 2015: $4,145Expenses 2015: $330Net Income 2015: $3,8152015Revenue 2016: $9,381Expenses 2016: $73Net Income 2016: $9,3082016Revenue 2017: $9,0212017Revenue 2018: $14,499Expenses 2018: $1,370Net Income 2018: $13,1292018Revenue 2019: $33,245Expenses 2019: $2,834Net Income 2019: $30,4112019Revenue 2020: $11,565Expenses 2020: $667Net Income 2020: $10,8982020Revenue 2021: $41,762Expenses 2021: $9,108Net Income 2021: $32,6542021Revenue 2022: $1,191Expenses 2022: $42,922Net Income 2022: -$41,7312022Revenue 2023: $19,335Expenses 2023: $10,633Net Income 2023: $8,7022023Revenue 2024: $37,977Expenses 2024: $17,133Net Income 2024: $20,8442024Revenue 2025: $41,357Expenses 2025: $22,334Net Income 2025: $19,0232025

Highlighted filing

2025

Revenue$41,357
Expenses$22,334
Net Income$19,023
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$273,939
Liabilities
-
Net assets
$273,939
Revenue
$41,357
Expenses
$22,334
Net income
$19,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.74$2.74$0.41$0.22$0.19
2024Detailed filing. Detailed filing data is available for this year.$2.55$2.55$0.38$0.17$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.34$2.34$0.19$0.11$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.25$2.25$0.01$0.43$0.42
2021Detailed filing. Detailed filing data is available for this year.$2.67$2.67$0.42$0.09$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.34$2.34$0.12$0.01$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.35$2.35$0.33$0.03$0.30
2018Detailed filing. Detailed filing data is available for this year.$2.05$2.05$0.14$0.01$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.92$1.92$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.83$1.83$0.09$0.00$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.73$1.73$0.04$0.00$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.70$1.70$0.16$1.46$1.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$3.00$0.03$0.06$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$3.03$0.16$0.00$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$2.86$0.67$0.30$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$2.49$1.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 7, 2025
Return Version
2024v5.2
Gross Receipts
$41,357
Mission and Program Overview

Mission

Contribute to Oceanside community needs in support of the general welfare of the City.

Program Services

DescriptionGrantsExpenses
Endowment fund has been created and the balance has reached the amount that gifting can commence. Gifting will continue in subsequent years.-$100
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Renee RichardsonSecretary-$0--
Leslie C NewquistTreasurer-$0--
Tom BraultDirector-$0--
Bob PickrelDirector-$0--
Bill DernPresident-$0--
Larry HatterDirector-$0--
Terri HallDirector-$0--
Ernie MascittiDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oceanside Rotary Club Foundation
EIN
33-0689355
Phone
7604368871
Address
7922 La Capela Place, Carlsbad, CA 92009

Signing Officer

Name
Leslie C Newquist
Title
CFO
Signed
2025-10-07
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.6

“| Donee's Name: Oceansid Rotary Club | Donee's Address: 720 Silver Drive Vista CA 92083 | Cash Amount Given: $10558 | Date of Gift: 20241130”

Other Expenses.1002

“Office Expenses $118”

Other Expenses.1012

“Insurance $408”

Other Expenses.1

“Tax return REP fee $200”

Other Expenses.2

“Calif. Filing Fee $25”

Raw XML Appendix148 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07604368871
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07922 La Capela Place
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920099217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0254916
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0273939
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010072
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019023
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0254916
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt021558
IRS990EZ/GrossReceiptsAmt041357
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt031285
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0254916
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0273939
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0254916
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0273939
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Renee Richardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leslie C Newquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Brault
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bob Pickrel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bill Dern
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Larry Hatter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Terri Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Ernie Mascitti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0751
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Contribute to Oceanside community needs in support of the general welfare of the City.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Endowment fund has been created and the balance has reached the amount that gifting can commence. Gifting will continue in subsequent years.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022334
IRS990EZ/TotalProgramServiceExpensesAmt0100
IRS990EZ/TotalRevenueAmt041357
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014937
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt030587
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt030587
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014937
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01191
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt030587
IRS990ScheduleA/TotalSupportAmt030587
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Oceansid Rotary Club | Donee's Address: 720 Silver Drive Vista CA 92083 | Cash Amount Given: $10558 | Date of Gift: 20241130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tax return REP fee $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Calif. Filing Fee $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Leslie C Newquist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oceanside Rotary Club Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OCEA
ReturnHeader/Filer/EIN0330689355
ReturnHeader/Filer/PhoneNum07604368871
ReturnHeader/Filer/USAddress/AddressLine1Txt07922 La Capela Place
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-10-07T15:31:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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