Civic Intelligence

Rotary Club of Oceanside California

990EZ • Fiscal year 2017 • EIN 95-6093570

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization Profilerotaryoceanside.org
5122 Avenida EncinasCarlsbad, CA 92008

(760) 431-1755

Siviq Scores

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

Liabilities / Assets

78th percentile

0.11x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

56th percentile

5.8%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

20th percentile

-15%

Faster asset growth than 20% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

9.2%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$24,291

Down $4,383 (-15%) from 2016

Net Assets

Up

$21,624

Up $1,390 (+6.9%) from 2016

Liabilities

Down

$2,667

Down $5,773 (-68%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin56th percentile

Revenue

Up

$23,776

Up $2,012 (+9.2%) from 2016

Expenses

Down

$22,386

Down $2,441 (-9.8%) from 2016

Net Income

Up

$1,390

Up $4,453 (+145%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$60K$40K$20K$0Assets 2012: $24,997Liabilities 2012: $12,4592012Assets 2013: $23,999Liabilities 2013: $7,422Net Assets 2013: $16,5772013Assets 2014: $25,955Liabilities 2014: $6,151Net Assets 2014: $19,8042014Assets 2015: $27,518Liabilities 2015: $4,221Net Assets 2015: $23,2972015Assets 2016: $28,674Liabilities 2016: $8,440Net Assets 2016: $20,2342016Assets 2017: $24,291Liabilities 2017: $2,667Net Assets 2017: $21,6242017Assets 2018: $22,866Liabilities 2018: $6,540Net Assets 2018: $16,3262018Assets 2019: $20,429Liabilities 2019: $3,641Net Assets 2019: $16,7882019Assets 2020: $25,289Liabilities 2020: $9,496Net Assets 2020: $15,7932020Assets 2021: $32,912Liabilities 2021: $12,514Net Assets 2021: $20,3982021Assets 2022: $31,204Liabilities 2022: $3,888Net Assets 2022: $27,3162022Assets 2023: $37,471Liabilities 2023: $5,589Net Assets 2023: $31,8822023Assets 2024: $31,590Liabilities 2024: $5,545Net Assets 2024: $26,0452024Assets 2025: $49,572Liabilities 2025: $22,810Net Assets 2025: $26,7622025

Highlighted filing

2017

Assets$24,291
Liabilities$2,667
Net Assets$21,624
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $6,624Expenses 2012: $7,141Net Income 2012: -$5172012Revenue 2013: $28,803Expenses 2013: $24,764Net Income 2013: $4,0392013Revenue 2014: $23,044Expenses 2014: $19,817Net Income 2014: $3,2272014Revenue 2015: $25,145Expenses 2015: $21,652Net Income 2015: $3,4932015Revenue 2016: $21,764Expenses 2016: $24,827Net Income 2016: -$3,0632016Revenue 2017: $23,776Expenses 2017: $22,386Net Income 2017: $1,3902017Revenue 2018: $30,917Expenses 2018: $32,353Net Income 2018: -$1,4362018Revenue 2019: $26,600Expenses 2019: $26,138Net Income 2019: $4622019Revenue 2020: $26,944Expenses 2020: $27,939Net Income 2020: -$9952020Revenue 2021: $28,420Expenses 2021: $23,815Net Income 2021: $4,6052021Revenue 2022: $35,217Expenses 2022: $28,299Net Income 2022: $6,9182022Revenue 2023: $31,968Expenses 2023: $27,402Net Income 2023: $4,5662023Revenue 2024: $35,383Expenses 2024: $41,220Net Income 2024: -$5,8372024Revenue 2025: $33,197Expenses 2025: $32,480Net Income 2025: $7172025

Highlighted filing

2017

Revenue$23,776
Expenses$22,386
Net Income$1,390
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$23,776
Mission and Program Overview

Mission

Support charitable organizations

Program Services

DescriptionGrantsExpenses
Support of various charitable organizations and youth activities, including the Rotary Foundation and Oceanside High School - Schedule 1$350$4,886
Rotary Foundation, Club Bulletin, Meetings, and Dues to International and District Affiliates--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lola SheermanDirector-$0--
Renee RichardsonPresidentPT$0--
Leslie NewquistTreasurer-$0--
John HartmanDirector-$0--
Pamela K MyersDirector-$0--
David NydeggerDirector-$0--
Ernie MascittiDirector-$0--
John J CrawfordDirector-$0--
Nancy RussianDirector-$0--
David HallDirector-$0--
Michael CurtinDirector-$0--
Charles S Ward JrDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Oceanside
EIN
95-6093570
Phone
7604311755
Address
5122 Avenida Encinas, Carlsbad, CA 92008

Signing Officer

Name
Leslie C Newquist
Title
Treasurer
Signed
2017-11-09
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Various Rotary Charitable giving | Donee's Address: Oceanside Oceanside CA 92054 | Cash Amount Given: $6190”

Other Expenses.1007

“Conferences, Conventions, and Meetings $2169”

Other Expenses.1

“International & District Dues $5037”

Other Expenses.2

“Outside Services $2400”

Other Expenses.3

“Supplies $1041”

Other Expenses.4

“Chamber of Commerce $360”

Other Expenses.5

“Miscellaneous $-897”

Total Liabilities.1003

“Deferred Revenue - Beginning $8440 Deferred Revenue - Ending $2667”

Raw XML Appendix146 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Leslie C Newquist
IRS990EZ/BooksInCareOfDetail/PhoneNum07604311755
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05122 Avenida Encinas Suite 120
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920084342
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028674
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt011076
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt010087
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020234
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt104.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lola Sheerman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Renee Richardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leslie Newquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Hartman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Pamela K Myers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5David Nydegger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ernie Mascitti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7John J Crawford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Nancy Russian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9David Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Michael Curtin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Charles S Ward Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010110
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support charitable organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support of various charitable organizations and youth activities, including the Rotary Foundation and Oceanside High School - Schedule 1
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Rotary Foundation, Club Bulletin, Meetings, and Dues to International and District Affiliates
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0350
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04886
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt013689
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08440
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02667
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022386
IRS990EZ/TotalProgramServiceExpensesAmt0350
IRS990EZ/TotalRevenueAmt023776
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0rotaryoceanside.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Various Rotary Charitable giving | Donee's Address: Oceanside Oceanside CA 92054 | Cash Amount Given: $6190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $2169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2International & District Dues $5037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Outside Services $2400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $1041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Chamber of Commerce $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous $-897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Deferred Revenue - Beginning $8440 Deferred Revenue - Ending $2667
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1003
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Leslie C Newquist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Oceanside
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956093570
ReturnHeader/Filer/PhoneNum07604311755
ReturnHeader/Filer/USAddress/AddressLine1Txt05122 Avenida Encinas
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/ReturnTs02017-11-09T16:55:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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
$24,291
Liabilities
$2,667
Net assets
$21,624
Revenue
$23,776
Expenses
$22,386
Net income
$1,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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