Form 990, Part VI, Line 11B: Form 990 Review Process
“The Form 990 was provided to board members prior to filing.”
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.
Scores are not available for this record yet.
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.
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.
Most recent year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
To educate and inform the community about land use, development, and open space policies in the City of Carlsbad, California.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Name | Title |
|---|---|
| Matt Middlebrook | President & CEO |
| Hillary J Gibson | Asst. Treasurer |
| Bryce Ross | Secretary |
| Sean P Welch | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Waterfront Strats | Advertising | 3050 K Street NW Suite 100, Washington, DC 20007 | $1,634,266 |
| The Baughman Company | Consulting/Advert. | 1592 Union Street, San Francisco, CA 94123 | $865,886 |
| Method Campaign Serv | Consulting | 1100 S Flower Street, Los Angeles, CA 90015 | $466,944 |
| Nielsen Merksamer | Legal Services | 2350 Kerner Blvd Suite 250, San Rafael, CA 94901 | $278,766 |
| Strategy One | Polling | 200 East Randolph Dr 62nd Floor, Chicago, IL 60601 | $179,894 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| See Part V | Business | Legal Services | No | $278,766 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“The Form 990 was provided to board members prior to filing.”
“Policies are available to the public according to law.”
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/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 1100 S Flower Street |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 1592 Union Street |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 3050 K Street NW Suite 100 |
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| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | Method Campaign Serv |
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| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | Consulting/Advert. |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | Advertising |
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| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | Educated and informed the community about land use, development, and open space policies in the City of Carlsbad, California. Qualified a measure for the ballot in the City of Carlsbad regarding land use, development, and open space policy in the City and educated and informed the community regarding the same. |
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| IRS990/ForeignOfficeInd | 0 | false |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Hillary J Gibson |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President & CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Asst. Treasurer |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 2015 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
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| IRS990/LocalChaptersInd | 0 | false |
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| IRS990/MethodOfAccountingCashInd | 0 | X |
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| IRS990/MissionDesc | 0 | To educate and inform the community about land use, development, and open space policies in the City of Carlsbad, California. |
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| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
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| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Braodcast Advertising |
| IRS990/OtherExpensesGrp/Desc | 1 | Consulting |
| IRS990/OtherExpensesGrp/Desc | 2 | Polling, Research & Survey |
| IRS990/OtherExpensesGrp/Desc | 3 | Printing and Publications |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 1624750 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 368082 |
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| IRS990/PrincipalOfficerNm | 0 | Sean P Welch |
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| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
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| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | true |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm | 0 | See Part V |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt | 0 | Business |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd | 0 | false |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt | 0 | 278766 |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc | 0 | Legal Services |
| IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt | 0 | Sean P. Welch, Treasurer, is a partner, and Hillary J. Gibson, Assistant Treasurer, is an associate, with the law firm that provides legal services to the corporation and bills the corporation on an hourly baisis. |
| IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule L, Part V Supplemental Information |
| IRS990ScheduleN/AssetsDistributedInd | 0 | true |
| IRS990ScheduleN/AttorneyGeneralNotifiedInd | 0 | true |
| IRS990ScheduleN/BondLiabilitiesDischargedInd | 0 | false |
| IRS990ScheduleN/BondsOutstandingInd | 0 | false |
| IRS990ScheduleN/DirectorOfSuccessorInd | 0 | false |
| IRS990ScheduleN/EmployeeOfSuccessorInd | 0 | false |
| IRS990ScheduleN/LiabilitiesPaidInd | 0 | true |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc | 0 | Assets distributed in the normal course of business |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt | 0 | 2016-06-24 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt | 0 | 175 |
| IRS990ScheduleN/OwnerOfSuccessorInd | 0 | false |
| IRS990ScheduleN/ReceiveCompensationInd | 0 | false |
| IRS990ScheduleN/RequiredToNotifyAGInd | 0 | true |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The Form 990 was provided to board members prior to filing. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Policies are available to the public according to law. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | true |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | true |
| IRS990/TotalAssetsBOYAmt | 0 | 151882 |
| IRS990/TotalAssetsEOYAmt | 0 | 0 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 151882 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 4162233 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 512283 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 3801832 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 4314115 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 151882 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 3801832 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 4162233 |
| IRS990/TotalVolunteersCnt | 0 | 150 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 151882 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 0 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 357928 |
| IRS990/TravelGrp/TotalAmt | 0 | 357928 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 2350 Kerner Blvd Suite 250 |
| IRS990/USAddress/CityNm | 0 | San Rafael |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 94901 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 2 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Sean P Welch |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-04-19 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Preserving Carlsbad Open Space the Right |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Way |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PRES |
| ReturnHeader/Filer/EIN | 0 | 473821481 |
| ReturnHeader/Filer/PhoneNum | 0 | 4153896800 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2350 Kerner Blvd Suite 250 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | San Rafael |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94901 |
| ReturnHeader/ReturnTs | 0 | 2017-04-19T08:45:41-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
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