Civic Intelligence

Oceanside Rotary Club Foundation

990EZ • Fiscal year 2017 • EIN 33-0689355

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization ProfileN/A
5122 Avenida EncinasCarlsbad, CA 92008

(760) 431-1755

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

4.9%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

-3.8%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$191,707

Up $9,021 (+4.9%) from 2016

Net Assets

Up

$191,707

Up $9,021 (+4.9%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$9,021

Down $360 (-3.8%) from 2016

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2017

Assets$191,707
Liabilities-
Net Assets$191,707
Open 2017 Filing

Operations Trend

Revenue Growth42nd 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

2017

Revenue$9,021
Expenses-
Net Income-
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$9,021
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 just reached the balance that gifting can commence. Gifting will occur in the subsequent year.$100-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard YoungDirector-$0--
Renee RichardsonSecretary-$0--
Leslie C NewquistTreasurer-$0--
James SchroderDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oceanside Rotary Club Foundation
EIN
33-0689355
Phone
7604311755
Address
5122 Avenida Encinas, Carlsbad, CA 92008

Signing Officer

Name
Leslie C Newquist
Title
Chief Financial Off
Signed
2017-11-09
Raw XML Appendix117 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Leslie C Newquist
IRS990EZ/BooksInCareOfDetail/PhoneNum07604311755
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05122 Avenida Encinas Suite 120
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920084342
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0182686
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0191707
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0280
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09021
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0182686
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0191707
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt09021
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt08741
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0182686
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0191707
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0182686
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0191707
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Richard Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Renee Richardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leslie C Newquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3James Schroder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
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 just reached the balance that gifting can commence. Gifting will occur in the subsequent year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalProgramServiceExpensesAmt0100
IRS990EZ/TotalRevenueAmt09021
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06569
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt06569
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0753
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06569
IRS990ScheduleA/TotalSupportAmt06569
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Leslie C Newquist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Financial Off
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oceanside Rotary Club Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OCEA
ReturnHeader/Filer/EIN0330689355
ReturnHeader/Filer/PhoneNum07604311755
ReturnHeader/Filer/USAddress/AddressLine1Txt05122 Avenida Encinas
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/ReturnTs02017-11-09T16:57:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$191,707
Liabilities
-
Net assets
$191,707
Revenue
$9,021
Expenses
-
Net income
-
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