Civic Intelligence

Carlsbad Rotary Foundation

990 • Fiscal year 2020 • EIN 95-3489812

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

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

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

63rd percentile

15%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

84%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$544,461

Up $71,134 (+15%) from 2019

Net Assets

Up

$544,461

Up $71,134 (+15%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin67th percentile

Revenue

Up

$62,806

Up $28,733 (+84%) from 2019

Expenses

Up

$52,041

Up $38,496 (+284%) from 2019

Net Income

Down

$10,765

Down $9,763 (-48%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2020

Assets$544,461
Liabilities$0
Net Assets$544,461
Open 2020 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

2020

Revenue$62,806
Expenses$52,041
Net Income$10,765
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.0
Gross Receipts
$63,676
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
Cash and Non-Interest-Bearing Accounts$37,442$35,255▼ $2,187
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$473,327$544,461▲ $71,134
Other Assets Total$435,885$509,206▲ $73,321
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$473,327$544,461▲ $71,134
Total Net Assets Fund Balance$473,327$544,461▲ $71,134
Total Liabilities and Net Assets / Fund Balance$473,327$544,461▲ $71,134
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Bruce BandemerPresident
Drew AddyDirector
Julie NorbyDirector
Ray PearsonDirector
Vinit AhoojaDirector
Craig LindholmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,723
Program Service Revenue
$0
Investment Income
$14,083
Other Revenue
$0
All Other Contributions
$48,723
Change in Net Assets
$10,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,041
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$51,964--$51,964
Fees for Services Other-$77-$77
Total Functional Expenses$51,964$77$0$52,041
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Craig Lindholm
Title
Treasurer
Signed
2021-05-11

Organization Details

Principal Officer
Bruce Bandemer
Formed
1979
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Rotary Club of Carlsbad Philanthropy OTHER PROGRAM SERVICES 5: 2020 Oktoberfest Rotary Club of Carlsbad”

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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0473327
IRS990/TotalAssetsEOYAmt0544461
IRS990/TotalAssetsGrp/BOYAmt0473327
IRS990/TotalAssetsGrp/EOYAmt0544461
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt048723
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt077
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051964
IRS990/TotalFunctionalExpensesGrp/TotalAmt052041
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0473327
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0544461
IRS990/TotalOtherProgSrvcExpenseAmt010000
IRS990/TotalOtherProgSrvcGrantAmt010000
IRS990/TotalProgramServiceExpensesAmt051964
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014083
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062806
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0473327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0544461
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 34
IRS990/USAddress/CityNm0Carlsbad
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092018
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Craig Lindholm
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
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/ReturnTs02021-05-11T06:18:04-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Craig
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lindholm
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$544,461
Liabilities
$0
Net assets
$544,461
Revenue
$62,806
Expenses
$52,041
Net income
$10,765
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
2020Detailed filing. Detailed filing data is available for this year.$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