Civic Intelligence

Carlsbad Rotary Foundation

990EZ • Fiscal year 2015 • EIN 95-3489812

Feb 01, 2014 to Jan 31, 2015 • Filed on Sep 05, 2015

Organization ProfileN/A
PO Box 34Carlsbad, CA 92018

(760) 434-1522

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

93rd percentile

102%

Faster revenue growth than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$337,574

Up $20,334 (+6.4%) from 2014

Net Assets

Up

$337,574

Up $20,334 (+6.4%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$28,554

Up $14,433 (+102%) from 2014

Expenses

Up

$12,695

Up $112 (+0.9%) from 2014

Net Income

Up

$15,859

Up $14,321 (+931%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2015

Assets$337,574
Liabilities-
Net Assets$337,574
Open 2015 Filing

Operations Trend

Revenue Growth93rd 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

2015

Revenue$28,554
Expenses$12,695
Net Income$15,859
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2014 to Jan 31, 2015
Signed
Sep 5, 2015
Return Version
2014v5.0
Gross Receipts
$48,672
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.

Program Services

DescriptionGrantsExpenses
Scholarship awards to students at local schools serving the Carlsbad community$12,500-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ed ScarpelliDirector-$0--
Craig LindholmTreasurer-$0--
Ray PearsonDirector-$0--
Tod BowmanDirector-$0--
Joe BearDirector-$0--
Vinit AhoojaDirector-$0--
Bruce BandemerPresident-$0--
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
Bruce Bandemer
Title
President
Signed
2015-09-05
Supplemental Narrative

Additional Explanations

Other Revenue.1

“TD Ameritrade offer&promo $300”

Other Expenses.1002

“Office Expenses $20”

Raw XML Appendix150 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/PersonNm0Craig Lindholm
IRS990EZ/BooksInCareOfDetail/PhoneNum07608226815
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03825 Skyline Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0317240
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0337574
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014670
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt020118
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015859
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0175
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0317240
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0337574
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0441
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012500
IRS990EZ/GrossReceiptsAmt048672
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt013143
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0317240
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0337574
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0317240
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0337574
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ed Scarpelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Craig Lindholm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ray Pearson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tod Bowman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joe Bear
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Vinit Ahooja
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Bruce Bandemer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt04475
IRS990EZ/OtherExpensesTotalAmt020
IRS990EZ/OtherRevenueTotalAmt0300
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0For 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship awards to students at local schools serving the Carlsbad community
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt020559
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012695
IRS990EZ/TotalProgramServiceExpensesAmt012500
IRS990EZ/TotalRevenueAmt028554
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08559
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt062710
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt062710
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06220
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023772
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08559
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09489
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt062710
IRS990ScheduleA/TotalSupportAmt062710
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TD Ameritrade offer&promo $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce Bandemer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carlsbad Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0953489812
ReturnHeader/Filer/PhoneNum07604341522
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 34
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092018
ReturnHeader/ReturnTs02015-09-05T08:57:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-02-01
ReturnHeader/TaxPeriodEndDt02015-01-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$337,574
Liabilities
-
Net assets
$337,574
Revenue
$28,554
Expenses
$12,695
Net income
$15,859
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