Civic Intelligence

Preserving Carlsbad Open Space the Right

EIN 47-3821481 • 501(c)4 • San Rafael, CA

Profile

To educate and inform the community about land use, development, and open space policies in the City of Carlsbad, California.

2350 Kerner Blvd Suite 250San Rafael, CA 94901

n/A

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Operations

Revenue

$4,162,233

No earlier filing loaded for comparison.

Expenses

$4,314,115

No earlier filing loaded for comparison.

Net Income

-$151,882

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$0Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $4,162,233Expenses 2016: $4,314,115Net Income 2016: -$151,8822016

Highlighted filing

2016

Revenue$4,162,233
Expenses$4,314,115
Net Income-$151,882

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.16$4.31$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 19, 2017
Return Version
2016v3.0
Gross Receipts
$4,162,233
Mission and Program Overview

Mission

To educate and inform the community about land use, development, and open space policies in the City of Carlsbad, California.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$151,882$0▼ $151,882
Cap Stk Tr Prin Current Funds$151,882--
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$151,882$0▼ $151,882
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$151,882$0▼ $151,882
Total Liabilities and Net Assets / Fund Balance$151,882$0▼ $151,882
Compensation and Service Providers

Board Members and Trustees

NameTitle
Matt MiddlebrookPresident & CEO
Hillary J GibsonAsst. Treasurer
Bryce RossSecretary
Sean P WelchTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Waterfront StratsAdvertising3050 K Street NW Suite 100, Washington, DC 20007$1,634,266
The Baughman CompanyConsulting/Advert.1592 Union Street, San Francisco, CA 94123$865,886
Method Campaign ServConsulting1100 S Flower Street, Los Angeles, CA 90015$466,944
Nielsen MerksamerLegal Services2350 Kerner Blvd Suite 250, San Rafael, CA 94901$278,766
Strategy OnePolling200 East Randolph Dr 62nd Floor, Chicago, IL 60601$179,894
Revenue and Support

Revenue Composition

Contributions and Grants
$4,162,233
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$4,162,233
Change in Net Assets
$-151,882
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,314,115
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$576,464--$576,464
Office Expenses-$376,821-$376,821
Travel$357,928--$357,928
Fees for Services Legal$135,462$135,462-$270,924
Other Expenses$204,056--$204,056
Conferences and Meetings$90,123--$90,123
All Other Expenses$86,681--$86,681
Information Technology$76,518--$76,518
Total Functional Expenses$3,801,832$512,283$0$4,314,115
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
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
See Part VBusinessLegal ServicesNo$278,766

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Part VI, Line 11B: Form 990 Review Process

The Form 990 was provided to board members prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Policies are available to the public according to law.

Filing and Contact Details

Filer

Filer Name
Preserving Carlsbad Open Space the Right
EIN
47-3821481
Phone
4153896800
Address
2350 Kerner Blvd Suite 250, San Rafael, CA 94901

Signing Officer

Name
Sean P Welch
Title
Treasurer
Signed
2017-04-19

Organization Details

Principal Officer
Sean P Welch
Formed
2015
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
150
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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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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0151882
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt03801832
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04162233
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0151882
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0357928
IRS990/TravelGrp/TotalAmt0357928
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02350 Kerner Blvd Suite 250
IRS990/USAddress/CityNm0San Rafael
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094901
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sean P Welch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Preserving Carlsbad Open Space the Right
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Way
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0473821481
ReturnHeader/Filer/PhoneNum04153896800
ReturnHeader/Filer/USAddress/AddressLine1Txt02350 Kerner Blvd Suite 250
ReturnHeader/Filer/USAddress/CityNm0San Rafael
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/ReturnTs02017-04-19T08:45:41-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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