Rotary Club of Oceanside California

990EZ • Fiscal year 2013 • EIN 95-6093570

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 01, 2014

Organization Profile rotaryoceanside.org

5122 Avenida Encinas92008

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

0.26x

Higher debt load relative to revenue than 85% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

14%

Higher net margin than 72% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-4.0%

Faster asset growth than 34% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

335%

Faster revenue growth than 99% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets86th percentile

Assets

Down

$23,999

Down $998 (-4.0%) from 2012

Net Assets

$16,577

No earlier filing loaded for comparison.

Liabilities

Down

$7,422

Down $5,037 (-40%) from 2012

Revenue And Expenses

Liabilities / Revenue85th percentile Net Margin72nd percentile

Revenue

$28,803

Up $22,179 (+335%) from 2012

Expenses

$24,764

Up $17,623 (+247%) from 2012

Net Income

$4,039

Up $4,556 (+881%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

Highlighted filing

2013

Assets$23,999

Liabilities$7,422

Net Assets$16,577

Open 2013 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$28,803

Expenses$24,764

Net Income$4,039

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Feb 1, 2014
Return Version: 2012v2.0

Mission and Program Overview

Mission

Support charitable organizations

Filing and Contact Details

Filer

EIN: 95-6093570

Raw XML Appendix171 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.

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IRS990EZ/CashSavingsAndInvestments/EOY	0	23999
IRS990EZ/ContributionsGiftsGrantsEtc	0	5000
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	4039
IRS990EZ/FeesAndOthPymtToIndContractors	0	1200
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/Form720Filed	0	false
IRS990EZ/FundraisingGrossIncome	0	25799
IRS990EZ/GrantsAndSimilarAmountsPaid	0	10639
IRS990EZ/GrossReceipts	0	46064
IRS990EZ/GrossReceiptsForPublicUse	0	0
IRS990EZ/GrossReceiptsLessThan25000	0	X
IRS990EZ/GroupExemptionNumber	0	0573
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InitiationFeesAndCapitalContri	0	0
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MembershipDues	0	15265
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	12538
IRS990EZ/NetAssetsOrFundBalancesBOY	0	12538
IRS990EZ/NetAssetsOrFundBalances/EOY	0	16577
IRS990EZ/NetAssetsOrFundBalancesEOY	0	16577
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	4.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	8	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	9	3.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	10	4.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	11	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	12	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	9	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	10	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	11	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	12	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Michael Curtin
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	David Hall
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	Nancy Russian
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	John J Crawford
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	Ernie Mascitti
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	Larry O'Harra
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	Gary Ernst
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	Lawson Chadwick
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	John Hartman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	9	Leslie Newquist
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	10	Renee Richardson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	11	John McMahan
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	12	Lola Sheerman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	President & CEO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	9	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	10	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	11	President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	12	Director
IRS990EZ/Organization501c	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationFiled990T	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherExpensesTotal	0	12925
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Support charitable organizations
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	Rotary Foundation, Club Bulletin, Meetings, and Dues to International and District Affiliates
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	Support of various charitable organizations and youth activities, including the Rotary Foundation and Oceanside High School - Schedule 1
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	17261
IRS990EZ/SpecialEventsNetIncomeLoss	0	8538
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	12459
IRS990EZ/SumOfTotalLiabilities/EOY	0	7422
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	5122 Avenida Encinas Suite 120
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Carlsbad
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	920084342
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Leslie C Newquist
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	7604311755
IRS990EZ/TotalAssets/BOY	0	24997
IRS990EZ/TotalAssets/EOY	0	23999
IRS990EZ/TotalExpenses	0	24764
IRS990EZ/TotalRevenue	0	28803
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/WebSite	0	rotaryoceanside.org
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1	0	5000
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal	0	5000
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	17261
IRS990ScheduleG/EventsInformation/EntertainmentEvent1	0	1525
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents	0	1525
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent1	0	12040
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents	0	12040
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	24231
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2	0	5201
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	29432
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	19231
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2	0	5201
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	24432
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	Crab Fest
IRS990ScheduleG/EventsInformation/NameOfEvent2	0	Golf Tournament
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	7171
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	2346
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	2346
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent1	0	1350
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents	0	1350
IRS990ScheduleO/GeneralExplanation/Explanation	0	Deferred Revenue - Beginning $12459 Deferred Revenue - Ending $7422
IRS990ScheduleO/GeneralExplanation/Explanation	1	Outside Services $2400
IRS990ScheduleO/GeneralExplanation/Explanation	2	Supplies $4485
IRS990ScheduleO/GeneralExplanation/Explanation	3	International & District Dues $5065
IRS990ScheduleO/GeneralExplanation/Explanation	4	Conferences, Conventions, and Meetings $975
IRS990ScheduleO/GeneralExplanation/Explanation	5	\| Donee's Name: Oceanside High School \| Donee's Address: 100 S. Horne Oceanside, CA 92054 \| Relationship of Donee: None \| Cash Amount Given: $5364
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part II, Line 26.1003
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier	2	Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier	3	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990-EZ, Part I, Line 16.1007
IRS990ScheduleO/GeneralExplanation/Identifier	5	Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Total Liabilities.1003
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	Other Expenses.1007
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	956093570
ReturnHeader/Filer/Name/BusinessNameLine1	0	Rotary International Oceanside
ReturnHeader/Filer/NameControl	0	ROTA
ReturnHeader/Filer/Phone	0	7604311755
ReturnHeader/Filer/USAddress/AddressLine1	0	5122 Avenida Encinas
ReturnHeader/Filer/USAddress/City	0	Carlsbad
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	92008
ReturnHeader/Officer/DateSigned	0	2014-02-01
ReturnHeader/Officer/Name	0	Leslie C Newquist
ReturnHeader/Officer/Title	0	Treasurer
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-02-10T14:32:07-08:00

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: $23,999
Liabilities: $7,422
Net assets: $16,577
Revenue: $28,803
Expenses: $24,764
Net income: $4,039

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$49.6	$22.8	$26.8	$33.2	$32.5	$0.72
2024Detailed filing. Detailed filing data is available for this year.	$31.6	$5.55	$26.0	$35.4	$41.2	$5.84
2023Detailed filing. Detailed filing data is available for this year.	$37.5	$5.59	$31.9	$32.0	$27.4	$4.57
2022Detailed filing. Detailed filing data is available for this year.	$31.2	$3.89	$27.3	$35.2	$28.3	$6.92
2021Detailed filing. Detailed filing data is available for this year.	$32.9	$12.5	$20.4	$28.4	$23.8	$4.61
2020Detailed filing. Detailed filing data is available for this year.	$25.3	$9.50	$15.8	$26.9	$27.9	$1.00
2019Detailed filing. Detailed filing data is available for this year.	$20.4	$3.64	$16.8	$26.6	$26.1	$0.46
2018Detailed filing. Detailed filing data is available for this year.	$22.9	$6.54	$16.3	$30.9	$32.4	$1.44
2017Detailed filing. Detailed filing data is available for this year.	$24.3	$2.67	$21.6	$23.8	$22.4	$1.39
2016Detailed filing. Detailed filing data is available for this year.	$28.7	$8.44	$20.2	$21.8	$24.8	$3.06
2015Detailed filing. Detailed filing data is available for this year.	$27.5	$4.22	$23.3	$25.1	$21.7	$3.49
2014Detailed filing. Detailed filing data is available for this year.	$26.0	$6.15	$19.8	$23.0	$19.8	$3.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$24.0	$7.42	$16.6	$28.8	$24.8	$4.04
2012Summary only. Only limited summary data is available for this year.	$25.0	$12.5		$6.62	$7.14	$0.52