Civic Intelligence

Rotary Club of Lake Wylie Inc

990EZ • Fiscal year 2014 • EIN 27-3943872

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 03, 2014

548 Nautical DriveRoom/Suite 20229710

(704) 752-9845

Siviq Scores

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

Liabilities / Assets

78th percentile

0.13x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

58th percentile

6.4%

Higher net margin than 58% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

89th percentile

43%

Faster asset growth than 89% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

88th percentile

36%

Faster revenue growth than 88% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$8,683

Up $2,601 (+43%) from 2013

Net Assets

Up

$7,558

Up $1,577 (+26%) from 2013

Liabilities

Up

$1,125

Up $1,024 (+1014%) from 2013

Revenue

Up

$24,585

Up $6,551 (+36%) from 2013

Expenses

Up

$23,009

Up $2,255 (+11%) from 2013

Net Income

Up

$1,576

Up $4,296 (+158%) from 2013

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2012: $10,055Liabilities 2012: $1,353Net Assets 2012: $8,7022012Assets 2013: $6,082Liabilities 2013: $101Net Assets 2013: $5,9812013Assets 2014: $8,683Liabilities 2014: $1,125Net Assets 2014: $7,5582014Assets 2015: $11,780Liabilities 2015: $725Net Assets 2015: $11,0552015Assets 2016: $9,317Liabilities 2016: $792Net Assets 2016: $8,5252016Assets 2017: $10,896Liabilities 2017: $1,576Net Assets 2017: $9,3202017Assets 2018: $8,840Liabilities 2018: $259Net Assets 2018: $8,5812018Assets 2019: $10,110Liabilities 2019: $758Net Assets 2019: $9,3522019Assets 2020: $11,509Liabilities 2020: $1,355Net Assets 2020: $10,1542020Assets 2021: $9,489Liabilities 2021: $840Net Assets 2021: $8,6492021Assets 2022: $7,933Liabilities 2022: $374Net Assets 2022: $7,5592022Assets 2023: $9,992Liabilities 2023: $567Net Assets 2023: $9,4252023Assets 2024: $12,978Liabilities 2024: $795Net Assets 2024: $12,1832024

Highlighted filing

2014

Assets$8,683
Liabilities$1,125
Net Assets$7,558

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2012: $22,418Expenses 2012: $27,908Net Income 2012: -$5,4902012Revenue 2013: $18,034Expenses 2013: $20,754Net Income 2013: -$2,7202013Revenue 2014: $24,585Expenses 2014: $23,009Net Income 2014: $1,5762014Revenue 2015: $18,124Expenses 2015: $14,626Net Income 2015: $3,4982015Revenue 2016: $16,752Expenses 2016: $19,282Net Income 2016: -$2,5302016Revenue 2017: $14,694Expenses 2017: $13,899Net Income 2017: $7952017Revenue 2018: $14,138Expenses 2018: $14,877Net Income 2018: -$7392018Revenue 2019: $16,690Expenses 2019: $15,919Net Income 2019: $7712019Revenue 2020: $15,372Expenses 2020: $14,570Net Income 2020: $8022020Revenue 2021: $5,894Expenses 2021: $7,399Net Income 2021: -$1,5052021Revenue 2022: $12,809Expenses 2022: $13,899Net Income 2022: -$1,0902022Revenue 2023: $14,871Expenses 2023: $13,005Net Income 2023: $1,8662023Revenue 2024: $16,033Expenses 2024: $13,275Net Income 2024: $2,7582024

Highlighted filing

2014

Revenue$24,585
Expenses$23,009
Net Income$1,576
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 3, 2014
Return Version
2013v3.1
Gross Receipts
$28,183
Mission and Program Overview

Mission

The rotary club of lake wylie is a group of business owners, professionals, and concerned citizens united in the common goal of doing good in the lake wylie community and the world by supporting philanthropy and volunteer projects. We unite with other clubs worldwide to provide humanitarian service, encourage high ethical standards, and to build peace and goodwill.

Program Services

DescriptionGrantsExpenses
WEEKLY MEETINGS WITH GUEST SPEAKERS WHERE CLUB MEMBERS DISCUSS LOCAL COMMUNITY SERVICE OPPORTUNTIES. ROTARY IS AN ORGANIZATION OF SUCCESSFUL PROFESSIONALS. TEAM-BUILDING, FUNDRAISING, PUBLIC SPEAKING, PLANNING, ORGANIZATION, AND COMMUNICATION ARE JUST SOME OF THE LEADERSHIP SKILLS THAT CLUB MEMBERS CAN EXERCISE AND ENHANCE. ROTARY CLUB MEMBERS ARE VOLUNTEERS WHO WORK LOCALLY, REGIONALLY, AND INTERNATIONALLY TO COMBAT HUNGER, IMPROVE HEALTH AND SANITATION, PROVIDE EDUCATION AND JOB TRAINING, PROMOTE PEACE, AND ERADICATE POLIO UNDER THE MOTTO SERVICE ABOVE SELF.-$14,242
THERE ARE MANY OPPORTUNITIES TO SUPPORT THE LAKE WYLIE AND INTERNATIONAL COMMUNITIES THROUGH PHILANTHROPY AND VOLUNTEER PROJECTS. SERVICE PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, CONCERNS SUCH AS HEALTH CARE, HUNGER, POVERTY, ILLITERACY, EDUCATION AND THE ENVIRONMENT. ROTARIANS REGULARLY EXPERIENCE THE FULFILLMENT THAT COMES FROM GIVING BACK TO THE LOCAL, REGIONAL, AND INTERNATIONAL COMMUNITY.$8,767$8,767
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHADWICK BORDEAUXTreasurerPT$0--
MARY SIECKPresidentPT$0--
KAREN VAN VIERSENPresident ElPT$0--
JANET GAGLIONEBoard Member-$0--
PICKENS FREEMAN JRSecretary-$0--
EDWARD LUKOWSKIBoard Member-$0--
KENNY CHILDERSSergeant At-$0--
Filing and Contact Details

Filer

EIN
27-3943872
Phone
7047529845

Signing Officer

Name
Chadwick Bordeaux
Title
Treasurer
Phone
7047529845
Signed
2014-11-03
Discuss with paid preparer
Yes

Preparer

Preparer
Donna L Bordeaux CPA
Phone
7047529845
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

MISCELLANEOUS 8,767 0 0

Form 990-ez, Part I, Line 16

Expenses facilities rental 1,600 supplies 47 marketing 100 software licenses 156 bank fees 14 total 1,917

Form 990-ez, Part II, Line 24

Accounts receivable 1,511 790 total 1,511 790

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 100 1,125 prepaid dues 0 0

Form 990-ez, Part III

The rotary club of lake wylie is a group of business owners, professionals, and concerned citizens united in the common goal of doing good in the lake wylie community and the world by supporting philanthropy and volunteer projects. We unite with other clubs worldwide to provide humanitarian service, encourage high ethical standards, and to build peace and goodwill.

Form 990-ez, Part III, Line 28

Weekly meetings with guest speakers where club members discuss local community service opportunties. Rotary is an organization of successful professionals. Team-building, fundraising, public speaking, planning, organization, and communication are just some of the leadership skills that club members can exercise and enhance. Rotary club members are volunteers who work locally, regionally, and internationally to combat hunger, improve health and sanitation, provide education and job training, promote peace, and eradicate polio under the motto service above self.

Form 990-ez, Part III, Line 29

There are many opportunities to support the lake wylie and international communities through philanthropy and volunteer projects. Service programs include, but are not limited to, concerns such as health care, hunger, poverty, illiteracy, education and the environment. Rotarians regularly experience the fulfillment that comes from giving back to the local, regional, and international community.

Raw XML Appendix141 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0CHADWICK BORDEAUX
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARY SIECK
CompensationExplanation/CompensationExplanationGrp/PersonNm2KAREN VAN VIERSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm3JANET GAGLIONE
CompensationExplanation/CompensationExplanationGrp/PersonNm4PICKENS FREEMAN JR
CompensationExplanation/CompensationExplanationGrp/PersonNm5EDWARD LUKOWSKI
CompensationExplanation/CompensationExplanationGrp/PersonNm6KENNY CHILDERS
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IRS990EZ/BooksInCareOfDetail/PhoneNum07047529845
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IRS990EZ/BooksInCareOfDetail/USAddress/City0LAKE WYLIE
IRS990EZ/BooksInCareOfDetail/USAddress/State0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode029710
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET GAGLIONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PICKENS FREEMAN JR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KENNY CHILDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SERGEANT AT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01511
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0790
IRS990EZ/OtherExpensesTotalAmt01917
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ROTARY CLUB OF LAKE WYLIE IS A GROUP OF BUSINESS OWNERS, PROFESSIONALS, AND CONCERNED CITIZENS UNITED IN THE COMMON GOAL OF DOING GOOD IN THE LAKE WYLIE COMMUNITY AND THE WORLD BY SUPPORTING PHILANTHROPY AND VOLUNTEER PROJECTS. WE UNITE WITH OTHER CLUBS WORLDWIDE TO PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS, AND TO BUILD PEACE AND GOODWILL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEEKLY MEETINGS WITH GUEST SPEAKERS WHERE CLUB MEMBERS DISCUSS LOCAL COMMUNITY SERVICE OPPORTUNTIES. ROTARY IS AN ORGANIZATION OF SUCCESSFUL PROFESSIONALS. TEAM-BUILDING, FUNDRAISING, PUBLIC SPEAKING, PLANNING, ORGANIZATION, AND COMMUNICATION ARE JUST SOME OF THE LEADERSHIP SKILLS THAT CLUB MEMBERS CAN EXERCISE AND ENHANCE. ROTARY CLUB MEMBERS ARE VOLUNTEERS WHO WORK LOCALLY, REGIONALLY, AND INTERNATIONALLY TO COMBAT HUNGER, IMPROVE HEALTH AND SANITATION, PROVIDE EDUCATION AND JOB TRAINING, PROMOTE PEACE, AND ERADICATE POLIO UNDER THE MOTTO SERVICE ABOVE SELF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THERE ARE MANY OPPORTUNITIES TO SUPPORT THE LAKE WYLIE AND INTERNATIONAL COMMUNITIES THROUGH PHILANTHROPY AND VOLUNTEER PROJECTS. SERVICE PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, CONCERNS SUCH AS HEALTH CARE, HUNGER, POVERTY, ILLITERACY, EDUCATION AND THE ENVIRONMENT. ROTARIANS REGULARLY EXPERIENCE THE FULFILLMENT THAT COMES FROM GIVING BACK TO THE LOCAL, REGIONAL, AND INTERNATIONAL COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08767
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014242
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18767
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03598
IRS990EZ/SpecialEventsNetIncomeLossAmt08308
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0100
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01125
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023009
IRS990EZ/TotalProgramServiceExpensesAmt023009
IRS990EZ/TotalRevenueAmt024585
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAKEWYLIEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 8,767 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FACILITIES RENTAL 1,600 SUPPLIES 47 MARKETING 100 SOFTWARE LICENSES 156 BANK FEES 14 TOTAL 1,917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 1,511 790 TOTAL 1,511 790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 100 1,125 PREPAID DUES 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ROTARY CLUB OF LAKE WYLIE IS A GROUP OF BUSINESS OWNERS, PROFESSIONALS, AND CONCERNED CITIZENS UNITED IN THE COMMON GOAL OF DOING GOOD IN THE LAKE WYLIE COMMUNITY AND THE WORLD BY SUPPORTING PHILANTHROPY AND VOLUNTEER PROJECTS. WE UNITE WITH OTHER CLUBS WORLDWIDE TO PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS, AND TO BUILD PEACE AND GOODWILL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEEKLY MEETINGS WITH GUEST SPEAKERS WHERE CLUB MEMBERS DISCUSS LOCAL COMMUNITY SERVICE OPPORTUNTIES. ROTARY IS AN ORGANIZATION OF SUCCESSFUL PROFESSIONALS. TEAM-BUILDING, FUNDRAISING, PUBLIC SPEAKING, PLANNING, ORGANIZATION, AND COMMUNICATION ARE JUST SOME OF THE LEADERSHIP SKILLS THAT CLUB MEMBERS CAN EXERCISE AND ENHANCE. ROTARY CLUB MEMBERS ARE VOLUNTEERS WHO WORK LOCALLY, REGIONALLY, AND INTERNATIONALLY TO COMBAT HUNGER, IMPROVE HEALTH AND SANITATION, PROVIDE EDUCATION AND JOB TRAINING, PROMOTE PEACE, AND ERADICATE POLIO UNDER THE MOTTO SERVICE ABOVE SELF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THERE ARE MANY OPPORTUNITIES TO SUPPORT THE LAKE WYLIE AND INTERNATIONAL COMMUNITIES THROUGH PHILANTHROPY AND VOLUNTEER PROJECTS. SERVICE PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, CONCERNS SUCH AS HEALTH CARE, HUNGER, POVERTY, ILLITERACY, EDUCATION AND THE ENVIRONMENT. ROTARIANS REGULARLY EXPERIENCE THE FULFILLMENT THAT COMES FROM GIVING BACK TO THE LOCAL, REGIONAL, AND INTERNATIONAL COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHADWICK BORDEAUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07047529845
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF LAKE WYLIE INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0273943872
ReturnHeader/Filer/PhoneNum07047529845
ReturnHeader/Filer/USAddress/AddressLine10548 NAUTICAL DRIVE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 202
ReturnHeader/Filer/USAddress/City0LAKE WYLIE
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode029710
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562193105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BORDEAUX & BORDEAUX CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10548 NAUTICAL DR STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LAKE WYLIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode029710
ReturnHeader/PreparerPersonGrp/PhoneNum07047529845
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA L BORDEAUX CPA
ReturnHeader/ReturnTs02014-11-12T15:35:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.80$12.2$16.0$13.3$2.76
2023Detailed filing. Detailed filing data is available for this year.$9.99$0.57$9.43$14.9$13.0$1.87
2022Detailed filing. Detailed filing data is available for this year.$7.93$0.37$7.56$12.8$13.9$1.09
2021Detailed filing. Detailed filing data is available for this year.$9.49$0.84$8.65$5.89$7.40$1.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$1.36$10.2$15.4$14.6$0.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.76$9.35$16.7$15.9$0.77
2018Detailed filing. Detailed filing data is available for this year.$8.84$0.26$8.58$14.1$14.9$0.74
2017Detailed filing. Detailed filing data is available for this year.$10.9$1.58$9.32$14.7$13.9$0.80
2016Detailed filing. Detailed filing data is available for this year.$9.32$0.79$8.53$16.8$19.3$2.53
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.73$11.1$18.1$14.6$3.50
2014Detailed filing. Detailed filing data is available for this year.$8.68$1.13$7.56$24.6$23.0$1.58
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$0.10$5.98$18.0$20.8$2.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$1.35$8.70$22.4$27.9$5.49