Civic Intelligence

Oceanside Rotary Club Foundation

990EZ • Fiscal year 2019 • EIN 33-0689355

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 10, 2019

Organization ProfileN/A
7922 La Capela PlaceCarlsbad, CA 92009

(760) 436-8871

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$223,549

Up $18,713 (+9.1%) from 2018

Net Assets

Up

$223,549

Up $18,713 (+9.1%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$21,547

Up $7,048 (+49%) from 2018

Expenses

Up

$2,834

Up $1,464 (+107%) from 2018

Net Income

Up

$18,713

Up $5,584 (+43%) from 2018

Historical Trend

Balance Sheet Trend

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 2019: $223,549Net Assets 2019: $223,5492019Assets 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

2019

Assets$223,549
Liabilities-
Net Assets$223,549
Open 2019 Filing

Operations Trend

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 2019: $21,547Expenses 2019: $2,834Net Income 2019: $18,7132019Revenue 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

2019

Revenue$21,547
Expenses$2,834
Net Income$18,713
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 10, 2019
Return Version
2018v3.1
Gross Receipts
$21,547
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
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
7604368871
Address
7922 La Capela Place, Carlsbad, CA 92009

Signing Officer

Name
Leslie C Newquist
Title
CFO
Signed
2019-11-10
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Supplies $199”

Raw XML Appendix120 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/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Leslie C Newquist
IRS990EZ/BooksInCareOfDetail/PhoneNum07604368871
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07922 La Capela Place
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920099217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0204836
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0223549
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02630
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018713
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0204836
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0223549
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02610
IRS990EZ/GrossReceiptsAmt021547
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt018917
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0204836
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0223549
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0204836
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0223549
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Renee Richardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leslie C Newquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2James Schroder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0199
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/GrantsAndAllocationsAmt0100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02834
IRS990EZ/TotalProgramServiceExpensesAmt0100
IRS990EZ/TotalRevenueAmt021547
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02185
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013665
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt013665
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02185
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0300
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013665
IRS990ScheduleA/TotalSupportAmt013665
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies $199
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Leslie C Newquist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-10
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/ReturnTs02019-11-10T14:39:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,549
Liabilities
-
Net assets
$223,549
Revenue
$21,547
Expenses
$2,834
Net income
$18,713
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
2019Detailed filing. Detailed filing data is available for this year.$2.24$2.24$0.22$0.03$0.19
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