STRATEGY STUDIO / PUBLIC DATA EXPLORER

RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC (EIN 27-3637559)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-03
IRS object ID
201730629349300348
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-03-03T17:55:32-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tax & Ledger Professionals IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1365 W Second Ave Ste 202AddressLine1Txt
CityEscondidoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92025ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273637559EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RESIDENTS ASSOCIATION OF CARLSBADBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRESIBusinessNameControlTxt
Phone7604352536PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12855 Carlsbad BlvdAddressLine1Txt
CityCarlsbadCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92008ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGERY HARTSFIELDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7604352536PhoneNum
Signature2017-02-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER TABERTPreparerPersonNm
Phone7604801040PhoneNum
Preparation2017-03-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address184.191.174.221IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-03-03IPDt
IP Tm17:55:18IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id03237D4C9C8C558D0ACFFD0013AEF66C951F4A4BAtSubmissionCreationDeviceId
At Submission Filing Device IdAAF50AB1E2EBDE955D6D5B813C104113C78D9963AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Margery HartsfieldBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12855 Carlsbad BlvdAddressLine1Txt
CityCarlsbadCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92008ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$226,146GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionThe mission of the organization: The success of our efforts can only be achieved through active participation in the process by each resident. The soul of community is people of goodwill acting together in good faith with a common purpose, to seek solutions, and add a joyful and stimulating quality of life to our mature years.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$200,064PYContributionsGrantsAmt
CY Contributions Grants$226,146CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$200,064PYTotalRevenueAmt
CY Total Revenue$226,146CYTotalRevenueAmt
PY Grants And Similar Paid$187,801PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$159,181CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$15,227PYOtherExpensesAmt
CY Other Expenses$9,945CYOtherExpensesAmt
PY Total Expenses$203,028PYTotalExpensesAmt
CY Total Expenses$169,126CYTotalExpensesAmt
PY Revenues Less Expenses-$2,964PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$57,020CYRevenuesLessExpensesAmt
Total Assets BOY$98,090TotalAssetsBOYAmt
Total Assets EOY$155,112TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$98,090NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$155,112NetAssetsOrFundBalancesEOYAmt
MissionPAGE 2 PART III - WHAT IS THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE? -THE SUCCESS OF OUR EFFORTS CAN ONLY BE ACHIEVED THROUGH ACTIVE PARTICIPATION IN THE PROCESS BY EACH RESIDENT. THE SOUL OF COMMUNITY IS PEOPLE OF GOODWILL ACTING TOGETHER IN GOOD FAITH WITH A COMMON PURPOSE, TO SEEK SOLUTIONS, AND ADD A JOYFUL AND STIMULATING QUALITY OF LIFE TO OUR MATURE YEARS.THE ASSOCIATION IS AUTHORIZED BY THE STATE OF CALIFORNIA CONTINUING CARE CONTRACT STATUS, CONTAINED IN THE HEALTH AND SAFETY CODE, CHAPTER 10 OF DIVISION2, SECTION1771.7, AS NOW IN EFFECT AND OPERATES IN COMPLIANCE AND CONFORMITY WITH THE REQUIREMENTS OF STATUTE. THE PURPOSE AND OBJECTIVES OF THE ASSOCIATION SHALL BE:1.SERVE AS LIAISON BETWEEN MEMBERS AND CARLSBAD BY THE SEA MANAGEMENT. THIS IS NOT INTENDED TO PRECLUDE ANY MEMBER FROM DIRECT COMMUNICATION WITH MANAGEMENT ON ANY MATTER AFFECTING THEIR RESIDENCY.2.PROMOTE ADVANCEMENT OF PERSONAL CONTACT, FELLOWSHIP, AND INTERACTION AMONG ITS MEMBERS.3.CONSIDER AND SEEK SOLUTIONSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$160,271ExpenseAmt
Grant$155,436GrantAmt
Revenue$204,951RevenueAmt
DescPROVIDES SCHOLARSHIPS TO INDIVIDUALS SEEKING EDUCATIONAL ADVANCEMENT PROVIDES FUNDS FOR SKILL IMPORVEMENTS AWARDS FUNDS BASED ON YEARLY REVIEW OF IMPROVEMENTDesc
Total Program Service Expenses$160,271TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARGERY HARTSFIELDPersonNm
Phone8002551556PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12855 Carlsbad BlvdAddressLine1Txt
CityCarlsbadCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92008ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
THOMAS H GORDINIER
President5.00Yes (X)$0$0$0
TAYLOR BALLANCE
Vice President2.00Yes (X)$0$0$0
VALERIE CUMMING
Secretary2.00Yes (X)$0$0$0
JIM BUSH
Director2.00$0$0$0Yes (X)
GAIL BARTOSIK
Director2.00$0$0$0Yes (X)
FRAN OVERTON
Director2.00$0$0$0Yes (X)
POLA TRIANDIS
Director2.00$0$0$0Yes (X)
NORMA MANTYLA
Director2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$226,146AllOtherContributionsAmt
Total Contributions$226,146TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$226,146TotalRevenueColumnAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$159,181TotalAmt
Program Services$159,181ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,385TotalAmt
Program Services$1,090ProgramServicesAmt
Management And General$3,295ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,864TotalAmt
Program Services$0ProgramServicesAmt
Management And General$4,864ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$696TotalAmt
Program Services$0ProgramServicesAmt
Management And General$696ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$169,126TotalAmt
Program Services$160,271ProgramServicesAmt
Management And General$8,855ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$98,090BOYAmt
EOY$155,112EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$98,090BOYAmt
EOY$155,112EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$98,090BOYAmt
EOY$155,112EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$98,090BOYAmt
EOY$155,112EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$98,090BOYAmt
EOY$155,112EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$57,020ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Public Support Total170$0PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$180,996CurrentTaxYearMinus1YearAmt
Current Tax Year$204,952CurrentTaxYearAmt
Total$385,948TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$19,068CurrentTaxYearMinus1YearAmt
Current Tax Year$21,195CurrentTaxYearAmt
Total$40,263TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$200,064CurrentTaxYearMinus1YearAmt
Current Tax Year$226,147CurrentTaxYearAmt
Total$426,211TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$426,211PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$426,211TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bThe officers of the organization review the return
Pt VI, Line 15aNone receive any compensation
Pt VI, Line 15bNone