Civic Intelligence

Carpinteria Rotary Charitable Foundation

990EZ • Fiscal year 2012 • EIN 77-0578568

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 02, 2012

P O Box 112193014
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$75,643

Flat from 2012

Net Assets

$75,643

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$22,745

Flat from 2012

Expenses

Flat

$5,137

Flat from 2012

Net Income

Flat

$17,608

Flat from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2012: $75,643Net Assets 2012: $75,6432012Assets 2012: $75,643Liabilities 2012: $02012Assets 2013: $102,519Liabilities 2013: $3,7552013Assets 2014: $122,801Liabilities 2014: $1232014Assets 2015: $126,331Liabilities 2015: $1,167Net Assets 2015: $125,1642015Assets 2016: $125,373Liabilities 2016: $1,615Net Assets 2016: $123,7582016Assets 2017: $124,255Liabilities 2017: $2,4032017Assets 2018: $124,430Net Assets 2018: $124,4302018Assets 2019: $142,605Liabilities 2019: $16,698Net Assets 2019: $125,9072019Assets 2020: $138,527Net Assets 2020: $138,5272020Assets 2021: $178,010Net Assets 2021: $178,0102021Assets 2022: $165,812Net Assets 2022: $165,8122022Assets 2023: $161,790Net Assets 2023: $161,7902023Assets 2024: $148,054Net Assets 2024: $148,0542024

Highlighted filing

2012

Assets$75,643
Liabilities-
Net Assets$75,643

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2012: $22,745Expenses 2012: $5,137Net Income 2012: $17,6082012Revenue 2012: $22,745Expenses 2012: $5,137Net Income 2012: $17,6082012Revenue 2013: $25,505Expenses 2013: $2,384Net Income 2013: $23,1212013Revenue 2014: $32,730Expenses 2014: $9,591Net Income 2014: $23,1392014Revenue 2015: $29,450Expenses 2015: $26,963Net Income 2015: $2,4872015Revenue 2016: $22,879Expenses 2016: $24,285Net Income 2016: -$1,4062016Revenue 2017: $24,401Expenses 2017: $26,307Net Income 2017: -$1,9062017Revenue 2018: $19,761Expenses 2018: $7,309Net Income 2018: $12,4522018Revenue 2019: $24,564Expenses 2019: $24,578Net Income 2019: -$142019Revenue 2020: $20,236Expenses 2020: $24,299Net Income 2020: -$4,0632020Revenue 2021: $31,403Expenses 2021: $12,467Net Income 2021: $18,9362021Revenue 2022: $31,210Expenses 2022: $2,180Net Income 2022: $29,0302022Revenue 2023: $24,162Expenses 2023: $13,257Net Income 2023: $10,9052023Revenue 2024: $28,344Expenses 2024: $15,728Net Income 2024: $12,6162024

Highlighted filing

2012

Revenue$22,745
Expenses$5,137
Net Income$17,608
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 2, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

To benefit charitable programs in carpinteria, ca or elsewhere in santa barbara county, including, but not limited to, scholarships, community events, parks and recreation events, senior citizens, mentally and physically disadvantaged, and other health and humanity needs.

Filing and Contact Details

Filer

EIN
77-0578568
Raw XML Appendix188 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY058035
IRS990EZ/CashSavingsAndInvestments/EOY075018
IRS990EZ/ContributionsGiftsGrantsEtc011000
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear017608
IRS990EZ/FeesAndOthPymtToIndContractors0459
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome018713
IRS990EZ/GainOrLossFromSaleOfAssets01330
IRS990EZ/GrantsAndSimilarAmountsPaid04599
IRS990EZ/GrossAmountFromSaleOfAssets01330
IRS990EZ/GrossReceipts032110
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome01067
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY058035
IRS990EZ/NetAssetsOrFundBalancesBOY058035
IRS990EZ/NetAssetsOrFundBalances/EOY075643
IRS990EZ/NetAssetsOrFundBalancesEOY075643
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10P O BOX 1121
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine111066 EUGENIA PLACE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine126618 AROZENA LANE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0CARPINTERIA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1CARPINTERIA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2CARPINTERIA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode093014
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode193013
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode293013
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0DONNA TRELOAR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ROBERT BERKENMEIER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2G ANDREW BAILARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/EOY0625
IRS990EZ/OtherExpensesTotal079
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO BENEFIT CHARITABLE PROGRAMS IN CARPINTERIA, CA OR ELSEWHERE IN SANTA BARBARA COUNTY, CA INCLUDING, BUT NOT LIMITED TO, SCHOLARSHIPS, COMMUNITY EVENTS, PARKS AND RECREATION EVENTS, SENIOR CITIZENS, MENTALLY AND PHYSICALLY DISADVANTAGED, AND OTHER HEALTH AND HUMANITY NEEDS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE BOARD OF DIRECTORS HAS ESTABLISHED AN ENDOWMENT FUND FOR THE BENEFIT OF SCHOLARSHIPS. THE ORGANIZATION IS CURRENTLY IN THE PROCESS OF FUNDING THE ENDOWMENT IN THE GOAL AMOUNT OF $100,000. FUNDS ARE BEING OBTAINED THROUGH FUNDRAISING EFFORTS AND FROM INDIVIDUAL CONTRIBUTIONS FROM MEMBERS OF THE ROTARY CLUB OF CARPINTERIA. THE ENDOWMENT FUND INCREASED DURING THE YEAR BY:CONTRIBUTIONS RECEIVED $6,400INTEREST EARNED 134INVESTMENT INCOME (NET) 1,781FUNDRAISING 9,193
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses09365
IRS990EZ/SpecialEventsNetIncomeLoss09348
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10P O BOX 1121
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0CARPINTERIA
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode093014
IRS990EZ/TheBooksAreInCareOf/NamePerson0DONNA TRELOAR
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08056845489
IRS990EZ/TotalAssets/BOY058035
IRS990EZ/TotalAssets/EOY075643
IRS990EZ/TotalExpenses05137
IRS990EZ/TotalRevenue022745
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear08400
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year08500
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years04275
IRS990ScheduleA/GiftsGrantsContribReceived509/Total021175
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear0458
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year01266
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0143
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0851
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years019
IRS990ScheduleA/GrossInvestmentIncome509/Total02737
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear020132
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year014883
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years020483
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years025920
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years024626
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0106044
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear0458
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year01266
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0143
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0851
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years019
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total02737
IRS990ScheduleA/InvestmentIncomePercentage00.02110
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/Total00
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PriorYearSupportPercentage00.97730
IRS990ScheduleA/PriorYrInvestIncomePercentage00.02270
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.97890
IRS990ScheduleA/PublicSupportTotal5090127219
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear028532
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year023383
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years024758
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years025920
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years024626
IRS990ScheduleA/Total509/Total0127219
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear028990
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year024649
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years024901
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years026771
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years024645
IRS990ScheduleA/TotalSupportTotal/Total0129956
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents09365
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1018620
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal018620
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1018620
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents018620
IRS990ScheduleG/EventsInformation/NameOfEvent10COMMUNITY TALENT SHOW
IRS990ScheduleG/EventsInformation/NetIncomeSummary09255
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent107129
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents07129
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent102236
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents02236
IRS990ScheduleO/GeneralExplanation/Explanation0Accounts Receivable - Beginning $0 Accounts Receivable - Ending $625
IRS990ScheduleO/GeneralExplanation/Explanation1BANK CHARGES $18
IRS990ScheduleO/GeneralExplanation/Explanation2Office Expenses $61
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 24.1005
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Assets.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.1002
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0770578568
ReturnHeader/Filer/Name/BusinessNameLine10CARPINTERIA ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0CARP
ReturnHeader/Filer/Phone08056845489
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1121
ReturnHeader/Filer/USAddress/City0CARPINTERIA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093014
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-02
ReturnHeader/Officer/Name0G ANDREW BAILARD
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DONNA L TRELOAR CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 1121
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CARPINTERIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0930141121
ReturnHeader/Preparer/Name0Donna L Treloar
ReturnHeader/Preparer/Phone08056845489
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-02T15:17:09-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$1.48$0.28$0.16$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.62$1.62$0.24$0.13$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.31$0.02$0.29
2021Detailed filing. Detailed filing data is available for this year.$1.78$1.78$0.31$0.12$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.20$0.24$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.17$1.26$0.25$0.25$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.20$0.07$0.12
2017Summary only. Only limited summary data is available for this year.$1.24$0.02$0.24$0.26$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.02$1.24$0.23$0.24$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.01$1.25$0.29$0.27$0.02
2014Summary only. Only limited summary data is available for this year.$1.23$0.00$0.33$0.10$0.23
2013Summary only. Only limited summary data is available for this year.$1.03$0.04$0.26$0.02$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.76$0.23$0.05$0.18
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.23$0.05$0.18