Civic Intelligence

Carlsbad Rotary Foundation

990EZ • Fiscal year 2013 • EIN 95-3489812

Feb 01, 2012 to Jan 31, 2013 • Filed on Jul 03, 2013

Organization ProfileN/A
PO Box 3492018
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

94th percentile

58%

Higher net margin than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

91st percentile

81%

Faster revenue growth than 91% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$297,784

Up $37,055 (+14%) from 2012

Net Assets

Up

$297,784

Up $37,055 (+14%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Up

$30,070

Up $13,458 (+81%) from 2012

Expenses

Down

$12,767

Down $1,159 (-8.3%) from 2012

Net Income

Up

$17,303

Up $14,617 (+544%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$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

2013

Assets$297,784
Liabilities-
Net Assets$297,784
Open 2013 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$30,070
Expenses$12,767
Net Income$17,303
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2012 to Jan 31, 2013
Signed
Jul 3, 2013
Return Version
2012v2.0
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.

Filing and Contact Details

Filer

EIN
95-3489812
Raw XML Appendix152 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0260729
IRS990EZ/CashSavingsAndInvestments/EOY0297784
IRS990EZ/ContributionsGiftsGrantsEtc023772
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses026616
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear017303
IRS990EZ/FeesAndOthPymtToIndContractors0160
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GainOrLossFromSaleOfAssets0-1616
IRS990EZ/GrantsAndSimilarAmountsPaid012500
IRS990EZ/GrossAmountFromSaleOfAssets025000
IRS990EZ/GrossReceipts056686
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome07914
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0260729
IRS990EZ/NetAssetsOrFundBalancesBOY0260729
IRS990EZ/NetAssetsOrFundBalances/EOY0297784
IRS990EZ/NetAssetsOrFundBalancesEOY0297784
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Bruce Bandemer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Vinit Ahooja
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Joe Bear
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Tod Bowman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Ray Pearson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Craig Lindholm
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Ed Scarpelli
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7LeeAnn Lilinthall
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Director
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherChangesInNetAssets019752
IRS990EZ/OtherExpensesTotal0107
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0For 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.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Scholarship awards to students at local schools serving the Carlsbad community
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations0160
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses012500
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine103825 Skyline Dr
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Carlsbad
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode092008
IRS990EZ/TheBooksAreInCareOf/NamePerson0Craig Lindholm
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07608226815
IRS990EZ/TotalAssets/BOY0260729
IRS990EZ/TotalAssets/EOY0297784
IRS990EZ/TotalExpenses012767
IRS990EZ/TotalProgramServiceExpenses0160
IRS990EZ/TotalRevenue030070
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear023772
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year08559
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years09489
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years011193
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years010347
IRS990ScheduleA/GiftsGrantsContribReceived170/Total063360
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17001.00000
IRS990ScheduleA/PublicSupportPertcentPriorYear01.00000
IRS990ScheduleA/PublicSupportTotal170063360
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear023772
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year08559
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years09489
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years011193
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years010347
IRS990ScheduleA/Total170/Total063360
IRS990ScheduleA/TotalSupport063360
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0Office Expenses $107
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Expenses.1002
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0953489812
ReturnHeader/Filer/Name/BusinessNameLine10Carlsbad Rotary Foundation
ReturnHeader/Filer/NameControl0CARL
ReturnHeader/Filer/Phone07605189191
ReturnHeader/Filer/USAddress/AddressLine10PO Box 34
ReturnHeader/Filer/USAddress/City0Carlsbad
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092018
ReturnHeader/Officer/DateSigned02013-07-03
ReturnHeader/Officer/Name0Craig Lindholm
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-02-01
ReturnHeader/TaxPeriodEndDate02013-01-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-03T14:50:03-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$297,784
Liabilities
-
Net assets
$297,784
Revenue
$30,070
Expenses
$12,767
Net income
$17,303
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