Civic Intelligence

Rotary Club of Oceanside California

990EZ • Fiscal year 2018 • EIN 95-6093570

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 07, 2019

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

86th percentile

0.29x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.21x

Higher debt load relative to revenue than 83% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

32nd percentile

-4.6%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

32nd percentile

-5.9%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

30%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$22,866

Down $1,425 (-5.9%) from 2017

Net Assets

Down

$16,326

Down $5,298 (-25%) from 2017

Liabilities

Up

$6,540

Up $3,873 (+145%) from 2017

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin32nd percentile

Revenue

Up

$30,917

Up $7,141 (+30%) from 2017

Expenses

Up

$32,353

Up $9,967 (+45%) from 2017

Net Income

Down

-$1,436

Down $2,826 (-203%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2018

Assets$22,866
Liabilities$6,540
Net Assets$16,326
Open 2018 Filing

Operations Trend

Revenue Growth85th 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

2018

Revenue$30,917
Expenses$32,353
Net Income-$1,436
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 7, 2019
Return Version
2017v2.2
Gross Receipts
$31,289
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$100-
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--
Charles S Ward JrPresident-$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--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mission San Luis Rey Fund Raiser$7,132$7,132$372$6,760
Joint Rotary Golf Tournament$5,593$5,593-$5,593
Total Events$12,725$12,725$372$12,353
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
2019-01-07
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Oceanside School youth Oceanside CA | Cash Amount Given: $5550”

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

“| Donee's Name: Crown Heights youth Oceanside CA | Cash Amount Given: $5349”

Other Expenses.1

“Conferences and Conventions $6212”

Other Expenses.2

“International and Dist. Dues $5588”

Other Expenses.3

“Supplies $2787”

Other Expenses.4

“Outside Services $2400”

Other Expenses.5

“Miscellaneous $1213”

Other Expenses.6

“Chamber of Commerce $370”

Total Liabilities.1003

“Deferred Revenue - Beginning $2667 Deferred Revenue - Ending $6540”

Raw XML Appendix158 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/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/ExcessOrDeficitForYearAmt0-1436
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IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MembershipDuesAmt011205
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Renee Richardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leslie Newquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Charles S Ward Jr
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/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
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/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-3862
IRS990EZ/OtherExpensesTotalAmt018570
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0Support charitable organizations
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Rotary Foundation, Club Bulletins, Meetings, and Dues to International and District Affiliates
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0372
IRS990EZ/SpecialEventsNetIncomeLossAmt019712
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02667
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06540
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032353
IRS990EZ/TotalProgramServiceExpensesAmt0100
IRS990EZ/TotalRevenueAmt030917
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0OceansideCARotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0372
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Mission San Luis Rey Fund Raiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Joint Rotary Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07132
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05593
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07132
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0372
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Oceanside School youth Oceanside CA | Cash Amount Given: $5550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Crown Heights youth Oceanside CA | Cash Amount Given: $5349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences and Conventions $6212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3International and Dist. Dues $5588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $2787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Outside Services $2400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous $1213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Chamber of Commerce $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Deferred Revenue - Beginning $2667 Deferred Revenue - Ending $6540
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
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/FormAndLineReferenceDesc8Total Liabilities.1003
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Leslie C Newquist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Oceanside
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0dba Oceanside Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
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/ReturnTs02019-01-07T14:58:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,866
Liabilities
$6,540
Net assets
$16,326
Revenue
$30,917
Expenses
$32,353
Net income
-$1,436
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