Civic Intelligence

Rotary Club of Carlsbad

990EZ • Fiscal year 2024 • EIN 85-6012592

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 06, 2024

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

54th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

3.8%

Faster revenue growth than 52% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$151,885

Up $23,634 (+18%) from 2023

Net Assets

Up

$151,885

Up $23,634 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin73rd percentile

Revenue

Up

$142,283

Up $5,248 (+3.8%) from 2023

Expenses

Down

$118,649

Down $9,675 (-7.5%) from 2023

Net Income

Up

$23,634

Up $14,923 (+171%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2024

Assets$151,885
Liabilities$0
Net Assets$151,885
Open 2024 Filing

Operations Trend

Revenue Growth52nd 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

2024

Revenue$142,283
Expenses$118,649
Net Income$23,634
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 6, 2024
Return Version
2023v5.0
Gross Receipts
$142,283
Mission and Program Overview

Mission

Support local students and local activities

Program Services

DescriptionGrantsExpenses
CIVIC ACTIVITIES, AWARDS, INTERNATIONAL AND DISTRICT SUPPORT.-$68,021
LOCAL YOUTH SERVICES, WEEKLY STUDENT GUESTS, SCHOLARSHIPS AND LOCAL STUDENT ACTIVITIES.-$42,597
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEN FRESTONPresident-$0--
ELIZABETH HIGGINSVice Preside-$0--
MARY GARWOODPresident -E-$0--
KARLA NIEMEIERPast Preside-$0--
JENNIFER LEMONSecretary-$0--
PEARLENE ESTRADATreasurer-$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
2024-08-06
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 658 information technology 1,541 travel 1,938 club adminstration 2,198 meals 45,710 scholarships 11,590 member expenses 6,212 board recognition 1,802 district support 5,160 student expenses 4,848 dues 10,813 project expenses 5,963 fundraising 8,636 donations 2,668 total 109,737”

Form 990-ez, Part II, Line 24

“Accounts receivable 3,393 2,510 prepaid expenses and deferred charges 165 165 total 3,558 2,675”

Raw XML Appendix112 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/BOYAmt0124693
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0149210
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023634
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08912
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0128251
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0151885
IRS990EZ/GrossReceiptsAmt0142283
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt077150
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0128251
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0151885
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0128251
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0151885
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BEN FRESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH HIGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY GARWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KARLA NIEMEIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER LEMON
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/BOYAmt03558
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02675
IRS990EZ/OtherExpensesTotalAmt0109737
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT LOCAL STUDENTS AND LOCAL ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt065133
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL YOUTH SERVICES, WEEKLY STUDENT GUESTS, SCHOLARSHIPS AND LOCAL STUDENT ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CIVIC ACTIVITIES, AWARDS, INTERNATIONAL AND DISTRICT SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042597
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt168021
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NM
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0118649
IRS990EZ/TotalProgramServiceExpensesAmt0110618
IRS990EZ/TotalRevenueAmt0142283
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 658 INFORMATION TECHNOLOGY 1,541 TRAVEL 1,938 CLUB ADMINSTRATION 2,198 MEALS 45,710 SCHOLARSHIPS 11,590 MEMBER EXPENSES 6,212 BOARD RECOGNITION 1,802 DISTRICT SUPPORT 5,160 STUDENT EXPENSES 4,848 DUES 10,813 PROJECT EXPENSES 5,963 FUNDRAISING 8,636 DONATIONS 2,668 TOTAL 109,737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 3,393 2,510 PREPAID EXPENSES AND DEFERRED CHARGES 165 165 TOTAL 3,558 2,675
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEARLENE ESTRADA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05753611150
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-06
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENYON R SCHLENKER CPA
ReturnHeader/ReturnTs02024-08-06T17:25:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,885
Liabilities
$0
Net assets
$151,885
Revenue
$142,283
Expenses
$118,649
Net income
$23,634
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
2024Detailed filing. Detailed filing data is available for this year.$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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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