Civic Intelligence

Carlsbad Rotary Foundation

EIN 95-3489812 • 501(c)3 • Carlsbad, CA

Profile

For the advancement of educational, general community service, and other charitable purposes within the City of Carlsbad, CA, and by the distribution of the funds for such purposes, and particularly for the creation and awarding of educational scholarships and loans and creation and awarding of grants to be applied for the betterment of the community of the city of Carlsbad, CA.

PO Box 34Carlsbad, CA 92018

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

79th percentile

24%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

62%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$742,371

Up $145,834 (+24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$742,371

Up $145,834 (+24%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin96th percentile

Revenue

Up

$114,334

Up $43,541 (+62%) from 2023

Expenses

Down

$23,188

Down $46,645 (-67%) from 2023

Net Income

Up

$91,146

Up $90,186 (+9394%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $260,729Net Assets 2012: $260,7292012Assets 2013: $297,784Net Assets 2013: $297,7842013Assets 2014: $317,240Net Assets 2014: $317,2402014Assets 2015: $337,574Net Assets 2015: $337,5742015Assets 2016: $364,379Net Assets 2016: $364,3792016Assets 2017: $413,977Net Assets 2017: $413,9772017Assets 2018: $393,707Net Assets 2018: $393,7072018Assets 2019: $473,327Net Assets 2019: $473,3272019Assets 2020: $544,461Liabilities 2020: $0Net Assets 2020: $544,4612020Assets 2021: $618,084Liabilities 2021: $0Net Assets 2021: $618,0842021Assets 2022: $528,729Liabilities 2022: $0Net Assets 2022: $528,7292022Assets 2023: $596,537Liabilities 2023: $0Net Assets 2023: $596,5372023Assets 2024: $742,371Liabilities 2024: $0Net Assets 2024: $742,3712024

Highlighted filing

2024

Assets$742,371
Liabilities$0
Net Assets$742,371
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2012: $16,612Expenses 2012: $13,926Net Income 2012: $2,6862012Revenue 2013: $30,070Expenses 2013: $12,767Net Income 2013: $17,3032013Revenue 2014: $14,121Expenses 2014: $12,583Net Income 2014: $1,5382014Revenue 2015: $28,554Expenses 2015: $12,695Net Income 2015: $15,8592015Revenue 2016: $26,246Expenses 2016: $14,134Net Income 2016: $12,1122016Revenue 2017: $27,748Expenses 2017: $13,126Net Income 2017: $14,6222017Revenue 2018: $39,693Expenses 2018: $16,158Net Income 2018: $23,5352018Revenue 2019: $34,073Expenses 2019: $13,545Net Income 2019: $20,5282019Revenue 2020: $62,806Expenses 2020: $52,041Net Income 2020: $10,7652020Revenue 2021: $74,257Expenses 2021: $37,264Net Income 2021: $36,9932021Revenue 2022: $56,823Expenses 2022: $25,670Net Income 2022: $31,1532022Revenue 2023: $70,793Expenses 2023: $69,833Net Income 2023: $9602023Revenue 2024: $114,334Expenses 2024: $23,188Net Income 2024: $91,1462024

Highlighted filing

2024

Revenue$114,334
Expenses$23,188
Net Income$91,146
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$742,371
Liabilities
$0
Net assets
$742,371
Revenue
$114,334
Expenses
$23,188
Net income
$91,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.42$0.00$7.42$1.14$0.23$0.91
2023Summary only. Only limited summary data is available for this year.$5.97$0.00$5.97$0.71$0.70$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$0.00$5.29$0.57$0.26$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.18$0.00$6.18$0.74$0.37$0.37
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.44$0.00$5.44$0.63$0.52$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$4.73$0.34$0.14$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$3.94$0.40$0.16$0.24
2017Detailed filing. Detailed filing data is available for this year.$4.14$4.14$0.28$0.13$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$3.64$0.26$0.14$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.38$3.38$0.29$0.13$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.17$3.17$0.14$0.13$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$2.98$0.30$0.13$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$2.61$0.17$0.14$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$206,029
Mission and Program Overview

Mission

For the advancement of educational, general community service, and other charitable purposes within the City of Carlsbad, CA, and by the distribution of the funds for such purposes, and particularly for the creation and awarding of educational scholarships and loans and creation and awarding of grants to be applied for the betterment of the community of the city of Carlsbad, CA.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$571,007$664,139▲ $93,132
Cash and Non-Interest-Bearing Accounts$25,530$78,232▲ $52,702
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$596,537$742,371▲ $145,834
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$596,537$742,371▲ $145,834
Total Net Assets Fund Balance$596,537$742,371▲ $145,834
Total Liabilities and Net Assets / Fund Balance$596,537$742,371▲ $145,834
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Bruce BandemerPresident
Ava PayneDirector
David SaviageDirector
Dawn Van SiclenDirector
Ray PearsonDirector
Griff LewisSecretary
Craig LindholmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,711
Program Service Revenue
$0
Investment Income
$42,752
Other Revenue
$28,871
All Other Contributions
$42,711
Change in Net Assets
$91,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$22,618--$22,618
Fees for Services Other-$370-$370
Fees for Services Accounting-$165-$165
Office Expenses-$35-$35
Total Functional Expenses$22,618$570$0$23,188
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$101,290
Fundraising Direct Expenses$72,419
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Vine Event$101,290$101,290$72,419$28,871
Total Events$101,290$101,290$72,419$28,871
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Carlsbad Rotary Foundation
EIN
95-3489812
Phone
7604341522
Address
PO Box 34, Carlsbad, CA 92018

Signing Officer

Name
Griff Lewis
Title
Secretary
Signed
2025-05-13

Organization Details

Principal Officer
Bruce Bandemer
Formed
1979
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0
Raw XML Appendix375 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
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carlsbad Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0953489812
ReturnHeader/Filer/PhoneNum07604341522
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ReturnHeader/ReturnTs02025-05-13T15:09:53-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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