Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Rotary International Oceanside
EIN 95-6093570 • 501(c)4 • Carlsbad, CA
Profile
Support charitable organizations
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.46x
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
52nd percentile
Higher net margin than 52% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
92nd percentile
Faster asset growth than 92% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Balance Sheet
Assets
Up$49,572
Up $17,982 (+57%) from 2024
Liabilities
Up$22,810
Up $17,265 (+311%) from 2024
Net Assets
Up$26,762
Up $717 (+2.8%) from 2024
Revenue
Down$33,197
Down $2,186 (-6.2%) from 2024
Expenses
Down$32,480
Down $8,740 (-21%) from 2024
Net Income
Up$717
Up $6,554 (+112%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $49,572
- Liabilities
- $22,810
- Net assets
- $26,762
- Revenue
- $33,197
- Expenses
- $32,480
- Net income
- $717
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Oct 6, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $34,882
Mission and Program Overview
Mission
Support charitable organizations
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Support of various charitable organizations and youth activities, including the Rotary Foundation and Oceanside High School | - | $100 |
| Rotary Foundation, Club Bulletins, Meetings, and Dues to International and District Affiliates | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Renee Richardson | Secretary | PT | $0 | - | - |
| Leslie Newquist | Treasurer | - | $0 | - | - |
| Lyn Corder | Director | - | $0 | - | - |
| Lola Sherman | Director | - | $0 | - | - |
| Mike Curtin | Director | - | $0 | - | - |
| Paul Wendee | President | - | $0 | - | - |
| John J Crawford | Director | - | $0 | - | - |
| Dan Wilson | Director | - | $0 | - | - |
| Janet Bledsoe Lacy | President | - | $0 | - | - |
| Roger Van Derwerken | Director | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Various Fundraising events | $10,405 | $10,405 | $1,537 | $8,868 |
| Oceanside Rotary Club Foundation | $5,458 | $5,458 | - | $5,458 |
| Total Events | $15,863 | $15,863 | $1,537 | $14,326 |
Filing and Contact Details
Filer
- Filer Name
- Rotary International Oceanside
- EIN
- 95-6093570
- Phone
- 7604368871
- Address
- 7922 La Capela Place, Carlsbad, CA 92009
Signing Officer
- Name
- Leslie C Newquist
- Title
- Treasurer
- Signed
- 2025-10-06
Supplemental Narrative
Additional Explanations
Grants and Similar Amounts Paid In Excess of $5,000.2
“| Donee's Name: Crown Heights youth | Donee's Address: 2111 Mission Ave. Oceanside CA 92058 | Cash Amount Given: $5788”
Other Expenses.1009
“Depreciation $260”
Other Expenses.1
“International and Dist. Dues $6173”
Other Expenses.2
“Conferences and Conventions $3483”
Other Expenses.3
“Miscellaneous $3030”
Other Expenses.4
“Outside Services $2400”
Other Expenses.5
“Supplies $735”
Other Expenses.6
“Software fees $674”
Other Expenses.7
“Chamber of Commerce $425”
Other Expenses.8
“Tax return REP fee $200”
Other Assets.1003
“Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $591”
Total Liabilities.1003
“Deferred Revenue - Beginning $5545 Deferred Revenue - Ending $22810”
Raw XML Appendix162 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Leslie C Newquist |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7604368871 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7922 La Capela Place |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Carlsbad |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 920099217 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 31590 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 48981 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 717 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1200 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 31590 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 49572 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 24202 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 13900 |
| IRS990EZ/GrossReceiptsAmt | 0 | 34882 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1611 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 9069 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 26045 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 26762 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 26045 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 26762 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Renee Richardson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Leslie Newquist |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Lyn Corder |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Lola Sherman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Mike Curtin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Paul Wendee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | John J Crawford |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Dan Wilson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Janet Bledsoe Lacy |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Roger Van Derwerken |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 591 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 17380 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Support charitable organizations |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Support of various charitable organizations and youth activities, including the Rotary Foundation and Oceanside High School |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Rotary Foundation, Club Bulletins, Meetings, and Dues to International and District Affiliates |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 100 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 1685 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 22517 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 5545 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 22810 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 32480 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 100 |
| IRS990EZ/TotalRevenueAmt | 0 | 33197 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/WebsiteAddressTxt | 0 | OceansideCARotary.com |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 1537 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Various Fundraising events |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Oceanside Rotary Club Foundation |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 10405 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 5458 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 15863 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 10405 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 5458 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 15863 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 14326 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 1537 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 1537 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: Crown Heights youth | Donee's Address: 2111 Mission Ave. Oceanside CA 92058 | Cash Amount Given: $5788 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Depreciation $260 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | International and Dist. Dues $6173 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conferences and Conventions $3483 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Miscellaneous $3030 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Outside Services $2400 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Supplies $735 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Software fees $674 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Chamber of Commerce $425 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Tax return REP fee $200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $591 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Deferred Revenue - Beginning $5545 Deferred Revenue - Ending $22810 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1009 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Assets.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1003 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Leslie C Newquist |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Rotary International Oceanside |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | dba Oceanside Rotary Club |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 956093570 |
| ReturnHeader/Filer/PhoneNum | 0 | 7604368871 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7922 La Capela Place |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Carlsbad |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92009 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/ReturnTs | 0 | 2025-10-07T10:11:27-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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