Civic Intelligence

Carpinteria Rotary Charitable Foundation

990EZ • Fiscal year 2019 • EIN 77-0578568

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

PO Box 536Carpinteria, CA 93013

(805) 684-5489

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.12x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

0.68x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

40th percentile

-0.1%

Higher net margin than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$142,605

Up $18,175 (+15%) from 2018

Net Assets

Up

$125,907

Up $1,477 (+1.2%) from 2018

Liabilities

$16,698

No earlier filing loaded for comparison.

Revenue

Up

$24,564

Up $4,803 (+24%) from 2018

Expenses

Up

$24,578

Up $17,269 (+236%) from 2018

Net Income

Down

-$14

Down $12,466 (-100%) from 2018

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: $75,643Liabilities 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

2019

Assets$142,605
Liabilities$16,698
Net Assets$125,907

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 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

2019

Revenue$24,564
Expenses$24,578
Net Income-$14
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$31,465
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.

Program Services

DescriptionGrantsExpenses
PROVIDE AN ANNUAL TALENT SHOW FOR THE COMMUNITY OF CARPINTERIA$23,886$24,578
THE 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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIN GRAFBoard Memebe-$0--
PAUL WRIGHTPresident-$0--
ANDREW BAILARDSecretary-$0--
CRAIG MEISTERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Carpinteria Rotary
EIN
77-0578568
Phone
8056845489
Address
PO BOX 536, CARPINTERIA, CA 93013

Signing Officer

Name
Craig Meister
Title
Treasurer
Phone
8056845489
Signed
2019-11-01

Preparer

Firm
Meister & Nunes Pc
Address
1101 EUGENIA PL STE B, CARPINTERIA, CA 93013
Preparer
Shelley K Nunes CPA
Phone
8056847629
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: scholarships cash contribution: 5,500 name: school district grant cash contribution: 14,862

Form 990-ez, Part I, Line 20

Unreal gn on assets 1,491

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 1,836 grants payable 0 14,862

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 28

The 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.

Form 990-ez, Part III, Line 31

Provide an annual talent show for the community of carpinteria

Raw XML Appendix181 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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IRS990ScheduleG/LicensedInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
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ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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