Civic Intelligence

Carpinteria Rotary Charitable Foundation

990EZ • Fiscal year 2021 • EIN 77-0578568

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 14, 2022

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

90th percentile

60%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

71st percentile

29%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

55%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$178,010

Up $39,483 (+29%) from 2020

Net Assets

Up

$178,010

Up $39,483 (+29%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$31,403

Up $11,167 (+55%) from 2020

Expenses

Down

$12,467

Down $11,832 (-49%) from 2020

Net Income

Up

$18,936

Up $22,999 (+566%) from 2020

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

2021

Assets$178,010
Liabilities-
Net Assets$178,010

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

2021

Revenue$31,403
Expenses$12,467
Net Income$18,936
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 14, 2022
Return Version
2020v4.0
Gross Receipts
$38,290
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$10,933$10,933
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.-$1,534
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY ENTIKNAPPresident-$0--
ANDREW BAILARDSecretary-$0--
LIN GRAFTreasurer-$0--
PAUL WRIGHTBoard Member-$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
Barry Entiknap
Title
President
Signed
2022-01-14

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 16

Expenses instrument purchases 1,093 instrument repairs 195 total 1,288

Form 990-ez, Part I, Line 20

Mark to market (unrealized) 20,547

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 Appendix177 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1ANDREW BAILARD
CompensationExplanation/CompensationExplanationGrp/PersonNm2LIN GRAF
CompensationExplanation/CompensationExplanationGrp/PersonNm3PAUL WRIGHT
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IRS990EZ/BooksInCareOfDetail/PersonNm0LIN GRAF
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARPINTERIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt020547
IRS990EZ/OtherExpensesTotalAmt01288
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE AN ANNUAL TALENT SHOW FOR THE COMMUNITY OF CARPINTERIA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010933
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01534
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110933
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt05498
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06887
IRS990EZ/SpecialEventsNetIncomeLossAmt024323
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt012467
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IRS990EZ/TotalRevenueAmt031403
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0658
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032592
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016329
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019103
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt06887
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt031210
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt031210
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IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0CRAIG MEISTER
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt01101-B EUGENIA PL
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0CARPINTERIA
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd093013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSTRUMENT PURCHASES 1,093 INSTRUMENT REPAIRS 195 TOTAL 1,288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MARK TO MARKET (UNREALIZED) 20,547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE AN ANNUAL TALENT SHOW FOR THE COMMUNITY OF CARPINTERIA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY ENTIKNAP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARPINTERIA ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0770578568
ReturnHeader/Filer/PhoneNum08056845489
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 536
ReturnHeader/Filer/USAddress/CityNm0CARPINTERIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093013
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810920095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEISTER & NUNES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 EUGENIA PL STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARPINTERIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093013
ReturnHeader/PreparerPersonGrp/PhoneNum08056847629
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELLEY K NUNES CPA
ReturnHeader/ReturnTs02022-01-17T16:24:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ENTIKNP
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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