Civic Intelligence

Optimist Club of Carlsbad Foundation

EIN 68-0414602 • 501(c)3 • Carlsbad, CA

Profile

We promote positive thinking and community outreach to enrich the lives of children.

PO Box 669Carlsbad, CA 92018

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

33rd percentile

-7.7%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

35th percentile

-16%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-23%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$4,310

Down $816 (-16%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$10,647

Down $3,138 (-23%) from 2015

Expenses

Down

$11,463

Down $1,957 (-15%) from 2015

Net Income

Down

-$816

Down $1,181 (-324%) from 2015

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $8,317Liabilities 2011: $02011Assets 2012: $11,002Liabilities 2012: $02012Assets 2013: $13,656Liabilities 2013: $02013Assets 2014: $4,761Liabilities 2014: $0Net Assets 2014: $4,7612014Assets 2015: $5,126Liabilities 2015: $02015Assets 2016: $4,310Liabilities 2016: $02016

Highlighted filing

2016

Assets$4,310
Liabilities$0
Net Assets-

Operations Trend

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

$20K$10K$0-$10KRevenue 2011: $10,731Expenses 2011: $11,851Net Income 2011: -$1,1202011Revenue 2012: $14,284Expenses 2012: $11,499Net Income 2012: $2,7852012Revenue 2013: $17,915Expenses 2013: $15,261Net Income 2013: $2,6542013Revenue 2014: $6,727Expenses 2014: $15,622Net Income 2014: -$8,8952014Revenue 2015: $13,785Expenses 2015: $13,420Net Income 2015: $3652015Revenue 2016: $10,647Expenses 2016: $11,463Net Income 2016: -$8162016

Highlighted filing

2016

Revenue$10,647
Expenses$11,463
Net Income-$816

Filings

Latest Detailed Filing

The latest 2016 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Gross Receipts
$6,727
Mission and Program Overview

Mission

We promote positive thinking and community outreach to enrich the lives of children.

Program Services

DescriptionGrantsExpenses
SUPPORT FOR LOCAL YOUTH: GRANT SCHOLARSHIP TO LOCAL YOUTH AND MAKE DONATIONS TO ORGANIZATIONS WHICH BENEFIT LOCAL YOUTH.$15,548$15,548
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID DAFTARYDirector-$0--
CARL TILLINGHASTDirector-$0--
NICOLE PAPPASDirector-$0--
JULIE TILLINGHASTDirector-$0--
DONALD ELLINGDirector-$0--
VALDEMAR AMAYADirector-$0--
JOE AYERSDirector-$0--
IRENE CHOW-PONGPresidentPT$0--
JOE TOSTO JRVice PresidentPT$0--
E RICHARD BUSBYSecretaryPT$0--
KEVIN RADCLIFFETreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Optimist Club of Carlsbad Foundation
EIN
68-0414602
Phone
7607209800
Address
PO BOX 669, CARLSBAD, CA 92018

Signing Officer

Name
Irene Chow-pong
Title
President
Phone
7607209800
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Akt Llp
Address
312 S JUNIPER ST SUITE 100, ESCONDIDO, CA 92025
Preparer
Elsa a Romero
Phone
7607461560
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grants. Grantee name: grants and similar amounts paid to youth. Grantee relationship: grantee. Date of gift: 12/31/14. Amount given: 15,548.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank service charges. Amount: 33. Description: award fees. Amount: 41. Total to form 990-ez, line 16: 74.

Raw XML Appendix191 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: GRANTS AND SIMILAR AMOUNTS PAID TO YOUTH. GRANTEE RELATIONSHIP: GRANTEE. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 15,548.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 33. DESCRIPTION: AWARD FEES. AMOUNT: 41. TOTAL TO FORM 990-EZ, LINE 16: 74.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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