Civic Intelligence

Carlsbad Rotary Foundation

990EZ • Fiscal year 2017 • EIN 95-3489812

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

5.7%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$413,977

Up $49,598 (+14%) from 2016

Net Assets

Up

$413,977

Up $49,598 (+14%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$27,748

Up $1,502 (+5.7%) from 2016

Expenses

Down

$13,126

Down $1,008 (-7.1%) from 2016

Net Income

Up

$14,622

Up $2,510 (+21%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2017

Assets$413,977
Liabilities-
Net Assets$413,977
Open 2017 Filing

Operations Trend

Revenue Growth57th 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

2017

Revenue$27,748
Expenses$13,126
Net Income$14,622
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$27,748
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$13,000-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ed ScarpelliDirector-$0--
Craig LindholmTreasurer-$0--
Ray PearsonDirector-$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
Craig Lindholm
Title
Treasurer
Signed
2018-05-15
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $25”

Raw XML Appendix132 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/BOYAmt0364379
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0413977
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09990
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014622
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0101
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0364379
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0413977
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013000
IRS990EZ/GrossReceiptsAmt027748
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt017758
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0364379
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0413977
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0364379
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0413977
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ed Scarpelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Craig Lindholm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ray Pearson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joe Bear
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Vinit Ahooja
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bruce Bandemer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt034976
IRS990EZ/OtherExpensesTotalAmt025
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/GrantsAndAllocationsAmt013000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013126
IRS990EZ/TotalProgramServiceExpensesAmt013000
IRS990EZ/TotalRevenueAmt027748
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014544
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt057414
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt057414
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014544
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06220
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt057414
IRS990ScheduleA/TotalSupportAmt057414
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Craig Lindholm
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/ReturnTs02018-05-15T08:54:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$413,977
Liabilities
-
Net assets
$413,977
Revenue
$27,748
Expenses
$13,126
Net income
$14,622
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