Civic Intelligence

Oceanside Rotary Club Foundation

990EZ • Fiscal year 2013 • EIN 33-0689355

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 05, 2014

Organization ProfileN/A
5122 Avenida Encinas92008
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

5th percentile

-84%

Higher net margin than 5% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

43rd percentile

-0.9%

Faster asset growth than 43% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$299,788

Down $2,740 (-0.9%) from 2012

Net Assets

Down

$299,788

Down $2,740 (-0.9%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$3,260

Down $13,102 (-80%) from 2012

Expenses

Up

$6,000

Up $5,875 (+4700%) from 2012

Net Income

Down

-$2,740

Down $18,977 (-117%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$299,788
Liabilities-
Net Assets$299,788
Open 2013 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$3,260
Expenses$6,000
Net Income-$2,740
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 5, 2014
Return Version
2012v2.0
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
33-0689355
Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0302463
IRS990EZ/CashSavingsAndInvestments/EOY0299788
IRS990EZ/ContributionsGiftsGrantsEtc0753
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-2740
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GrantsAndSimilarAmountsPaid06000
IRS990EZ/GrossReceipts03260
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome02507
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0302528
IRS990EZ/NetAssetsOrFundBalancesBOY0302528
IRS990EZ/NetAssetsOrFundBalances/EOY0299788
IRS990EZ/NetAssetsOrFundBalancesEOY0299788
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition52.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Thomas Nunan Jr
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1James Schroder
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Rudy Van Hunnick
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Graham Fraser
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Leslie C Newquist
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Renee Richardson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Richard Young
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3President & CEO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Director
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY065
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Contribute to Oceanside community needs in support of the general welfare of the City.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Endowment fund has just reached the balance that gifting can commence. Gifting will occur in the subsequent year.
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine105122 Avenida Encinas Suite 120
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Carlsbad
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0920084342
IRS990EZ/TheBooksAreInCareOf/NamePerson0Leslie C Newquist
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07604311755
IRS990EZ/TotalAssets/BOY0302528
IRS990EZ/TotalAssets/EOY0299788
IRS990EZ/TotalExpenses06000
IRS990EZ/TotalRevenue03260
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0753
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year02527
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years054775
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years0105057
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years03409
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0166521
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years08573
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years08033
IRS990ScheduleA/GrossInvestmentIncome170/Total016606
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.90930
IRS990ScheduleA/PublicSupportPertcentPriorYear00.87740
IRS990ScheduleA/PublicSupportTotal1700166521
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0753
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year02527
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years054775
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0105057
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years03409
IRS990ScheduleA/Total170/Total0166521
IRS990ScheduleA/TotalSupport0183127
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0Prepaid Expenses and Deferred Charges - Beginning $65 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 24.1011
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Assets.1011
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0330689355
ReturnHeader/Filer/Name/BusinessNameLine10Oceanside Rotary Club Foundation
ReturnHeader/Filer/NameControl0OCEA
ReturnHeader/Filer/Phone07604311755
ReturnHeader/Filer/USAddress/AddressLine105122 Avenida Encinas
ReturnHeader/Filer/USAddress/City0Carlsbad
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092008
ReturnHeader/Officer/DateSigned02014-02-05
ReturnHeader/Officer/Name0Leslie C Newquist
ReturnHeader/Officer/Title0Chief Financial Off
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-05T09:16:19-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$299,788
Liabilities
-
Net assets
$299,788
Revenue
$3,260
Expenses
$6,000
Net income
-$2,740
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