Civic Intelligence

Rotary Club of Carlsbad

990EZ • Fiscal year 2022 • EIN 85-6012592

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 10, 2022

Organization ProfileN/A
PO Drawer RCarlsbad, NM 88221

(575) 491-4682

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$8,400

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

105%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$119,540

Up $18,253 (+18%) from 2021

Net Assets

$119,540

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin69th percentile

Revenue

Up

$110,697

Up $56,593 (+105%) from 2021

Expenses

Up

$92,444

Up $57,813 (+167%) from 2021

Net Income

Down

$18,253

Down $1,220 (-6.3%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$200K$150K$100K$50K$0Assets 2012: $28,078Liabilities 2012: $02012Assets 2013: $37,020Liabilities 2013: $02013Assets 2014: $46,255Liabilities 2014: $02014Assets 2015: $51,810Liabilities 2015: $02015Assets 2016: $39,913Liabilities 2016: $02016Assets 2017: $58,536Liabilities 2017: $02017Assets 2018: $74,539Liabilities 2018: $02018Assets 2019: $71,145Liabilities 2019: $02019Assets 2020: $81,814Liabilities 2020: $02020Assets 2021: $101,287Liabilities 2021: $02021Assets 2022: $119,540Liabilities 2022: $0Net Assets 2022: $119,5402022Assets 2023: $128,251Liabilities 2023: $0Net Assets 2023: $128,2512023Assets 2024: $151,885Liabilities 2024: $0Net Assets 2024: $151,8852024Assets 2025: $154,296Net Assets 2025: $154,2962025

Highlighted filing

2022

Assets$119,540
Liabilities$0
Net Assets$119,540
Open 2022 Filing

Operations Trend

Revenue Growth86th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $75,754Expenses 2012: $86,995Net Income 2012: -$11,2412012Revenue 2013: $81,693Expenses 2013: $72,751Net Income 2013: $8,9422013Revenue 2014: $92,448Expenses 2014: $80,213Net Income 2014: $12,2352014Revenue 2015: $76,919Expenses 2015: $71,364Net Income 2015: $5,5552015Revenue 2016: $95,632Expenses 2016: $91,331Net Income 2016: $4,3012016Revenue 2017: $95,895Expenses 2017: $77,272Net Income 2017: $18,6232017Revenue 2018: $115,936Expenses 2018: $99,933Net Income 2018: $16,0032018Revenue 2019: $110,498Expenses 2019: $110,065Net Income 2019: $4332019Revenue 2020: $90,642Expenses 2020: $83,800Net Income 2020: $6,8422020Revenue 2021: $54,104Expenses 2021: $34,631Net Income 2021: $19,4732021Revenue 2022: $110,697Expenses 2022: $92,444Net Income 2022: $18,2532022Revenue 2023: $137,035Expenses 2023: $128,324Net Income 2023: $8,7112023Revenue 2024: $142,283Expenses 2024: $118,649Net Income 2024: $23,6342024Revenue 2025: $121,508Expenses 2025: $119,098Net Income 2025: $2,4102025

Highlighted filing

2022

Revenue$110,697
Expenses$92,444
Net Income$18,253
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$110,697
Mission and Program Overview

Mission

Support local students and local activities

Program Services

DescriptionGrantsExpenses
CIVIC ACTIVITIES, AWARDS, INTERNATIONAL AND DISTRICT SUPPORT.-$47,995
LOCAL YOUTH SERVICES, WEEKLY STUDENT GUESTS, SCHOLARSHIPS AND LOCAL STUDENT ACTIVITIES.-$44,449
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEARLENE ESTRADATreasurer-$8,400-$8,400
EKTA BHAKTIPresidentPT$0--
KARLA NIEMEIERVice PresidePT$0--
BEN FRESTONPresident -E-$0--
KHUSHROO GHADIALIPast Preside-$0--
CHRISTY DICKERSONSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Carlsbad
EIN
85-6012592
Phone
5754914682
Address
PO DRAWER R, CARLSBAD, NM 88221

Signing Officer

Name
Pearlene Estrada
Title
Treasurer
Phone
5753611150
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Schlenker & Cantwell Pa
Address
PO BOX 92318, ALBUQUERQUE, NM 87199-2318
Preparer
Kenyon R Schlenker
Phone
5052753915
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses information technology 1,010 travel 2,145 club adminstration 565 meals 32,145 scholarships 3,900 member expenses 6,164 scholars dinner and award 4,937 district support 9,213 student expenses 1,451 dues 7,346 equipment 5,000 other 9,662 total 83,538”

Form 990-ez, Part II, Line 24

“Accounts receivable 23,823 24,521 total 23,823 24,521”

Raw XML Appendix114 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PEARLENE ESTRADA
IRS990EZ/BooksInCareOfDetail/PhoneNum05753611150
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX R
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd088221
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077464
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt095019
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025651
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018253
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08906
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101287
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119540
IRS990EZ/GrossReceiptsAmt0110697
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt062373
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101287
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119540
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0101287
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119540
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt58400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EKTA BHAKTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARLA NIEMEIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BEN FRESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KHUSHROO GHADIALI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTY DICKERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PEARLENE ESTRADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT -E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt023823
IRS990EZ/OtherAssetsTotalDetail/EOYAmt024521
IRS990EZ/OtherExpensesTotalAmt083538
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT LOCAL STUDENTS AND LOCAL ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt022673
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL YOUTH SERVICES, WEEKLY STUDENT GUESTS, SCHOLARSHIPS AND LOCAL STUDENT ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CIVIC ACTIVITIES, AWARDS, INTERNATIONAL AND DISTRICT SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044449
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt147995
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NM
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092444
IRS990EZ/TotalProgramServiceExpensesAmt092444
IRS990EZ/TotalRevenueAmt0110697
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INFORMATION TECHNOLOGY 1,010 TRAVEL 2,145 CLUB ADMINSTRATION 565 MEALS 32,145 SCHOLARSHIPS 3,900 MEMBER EXPENSES 6,164 SCHOLARS DINNER AND AWARD 4,937 DISTRICT SUPPORT 9,213 STUDENT EXPENSES 1,451 DUES 7,346 EQUIPMENT 5,000 OTHER 9,662 TOTAL 83,538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 23,823 24,521 TOTAL 23,823 24,521
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEARLENE ESTRADA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05753611150
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF CARLSBAD
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0856012592
ReturnHeader/Filer/PhoneNum05754914682
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO DRAWER R
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd088221
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850463232
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHLENKER & CANTWELL PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 92318
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0871992318
ReturnHeader/PreparerPersonGrp/PhoneNum05052753915
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENYON R SCHLENKER
ReturnHeader/ReturnTs02022-11-15T08:40:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PEARLENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ESTRADA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$119,540
Liabilities
$0
Net assets
$119,540
Revenue
$110,697
Expenses
$92,444
Net income
$18,253
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$1.54$1.22$1.19$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$1.42$1.19$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.37$1.28$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$1.11$0.92$0.18
2021Summary only. Only limited summary data is available for this year.$1.01$0.00$0.54$0.35$0.19
2020Summary only. Only limited summary data is available for this year.$0.82$0.00$0.91$0.84$0.07
2019Summary only. Only limited summary data is available for this year.$0.71$0.00$1.10$1.10$0.00
2018Summary only. Only limited summary data is available for this year.$0.75$0.00$1.16$1.00$0.16
2017Summary only. Only limited summary data is available for this year.$0.59$0.00$0.96$0.77$0.19
2016Summary only. Only limited summary data is available for this year.$0.40$0.00$0.96$0.91$0.04
2015Summary only. Only limited summary data is available for this year.$0.52$0.00$0.77$0.71$0.06
2014Summary only. Only limited summary data is available for this year.$0.46$0.00$0.92$0.80$0.12
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.82$0.73$0.09
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.76$0.87$0.11