Civic Intelligence

Rotary Club of Oceanside California

990EZ • Fiscal year 2021 • EIN 95-6093570

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 08, 2021

Organization ProfileOceansideCARotary.org
7922 La Capela PlaceCarlsbad, CA 92009

(760) 436-8871

Siviq Scores

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

Liabilities / Assets

89th percentile

0.38x

Higher debt load relative to assets than 89% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.44x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

63rd percentile

16%

Higher net margin than 63% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

82nd percentile

30%

Faster asset growth than 82% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

5.5%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$32,912

Up $7,623 (+30%) from 2020

Net Assets

Up

$20,398

Up $4,605 (+29%) from 2020

Liabilities

Up

$12,514

Up $3,018 (+32%) from 2020

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin63rd percentile

Revenue

Up

$28,420

Up $1,476 (+5.5%) from 2020

Expenses

Down

$23,815

Down $4,124 (-15%) from 2020

Net Income

Up

$4,605

Up $5,600 (+563%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2021

Assets$32,912
Liabilities$12,514
Net Assets$20,398
Open 2021 Filing

Operations Trend

Revenue Growth59th 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

2021

Revenue$28,420
Expenses$23,815
Net Income$4,605
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 8, 2021
Return Version
2020v4.0
Gross Receipts
$28,420
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$10-
Rotary Foundation, Club Bulletins, Meetings, and Dues to International and District Affiliates--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Renee RichardsonSecretaryPT$0--
Leslie NewquistTreasurer-$0--
Dale M MaasDirector-$0--
Terri HallPresident & CEOPT$0--
Melissa RodriguezDirector-$0--
John J CrawfordDirector-$0--
Nancy RussianDirector-$0--
David HallDirector-$0--
Michael CurtinDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crown Heights Fund Raising$8,500$8,500-$8,500
Total Events$8,500$8,500-$8,500
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
2021-09-08
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: $8583”

Other Expenses.1009

“Depreciation $160”

Other Expenses.1

“International and Dist. Dues $5862”

Other Expenses.2

“Outside Services $2400”

Other Expenses.3

“Software fees $895”

Other Expenses.4

“Supplies $738”

Other Expenses.5

“Chamber of Commerce $385”

Other Expenses.6

“Conferences and Conventions $350”

Other Expenses.7

“Miscellaneous $72”

Other Assets.1003

“Machinery and Equipment - Beginning $428 Machinery and Equipment - Ending $268”

Total Liabilities.1003

“Deferred Revenue - Beginning $9496 Deferred Revenue - Ending $12514”

Raw XML Appendix155 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/PhoneNum07604368871
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07922 La Capela Place
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920099217
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Renee Richardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leslie Newquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dale M Maas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Terri Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melissa Rodriguez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5John J Crawford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nancy Russian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7David Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Michael Curtin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0428
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0268
IRS990EZ/OtherExpensesTotalAmt010862
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Rotary Foundation, Club Bulletins, Meetings, and Dues to International and District Affiliates
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09496
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt010
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0OceansideCARotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Crown Heights Fund Raising
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Crown Heights youth | Donee's Address: 2111 Mission Ave. Oceanside CA 92058 | Cash Amount Given: $8583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2International and Dist. Dues $5862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Outside Services $2400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Software fees $895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Chamber of Commerce $385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conferences and Conventions $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous $72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Machinery and Equipment - Beginning $428 Machinery and Equipment - Ending $268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Deferred Revenue - Beginning $9496 Deferred Revenue - Ending $12514
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
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/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Leslie C Newquist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Oceanside
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ReturnHeader/Filer/EIN0956093570
ReturnHeader/Filer/PhoneNum07604368871
ReturnHeader/Filer/USAddress/AddressLine1Txt07922 La Capela Place
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092009
ReturnHeader/ReturnTs02021-09-08T13:36:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Leslie C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Newquist
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,912
Liabilities
$12,514
Net assets
$20,398
Revenue
$28,420
Expenses
$23,815
Net income
$4,605
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • <$500k nonprofits