Civic Intelligence

Rotary International Charleston

990EZ • Fiscal year 2017 • EIN 57-0333690

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

171 Church StreetCharleston, SC 29401

(843) 577-5533

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.62x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.15x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

37th percentile

-1.6%

Higher net margin than 37% 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

31st percentile

-6.5%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

46th percentile

-1.8%

Faster revenue growth than 46% of similar nonprofits.

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

Assets

Down

$31,863

Down $2,200 (-6.5%) from 2016

Net Assets

Down

$12,113

Down $2,200 (-15%) from 2016

Liabilities

Flat

$19,750

Flat from 2016

Revenue

Down

$134,189

Down $2,482 (-1.8%) from 2016

Expenses

Down

$136,389

Down $2,851 (-2.0%) from 2016

Net Income

Up

-$2,200

Up $369 (+14%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $64,385Net Assets 2010: $64,3852010Assets 2011: $66,923Liabilities 2011: $1,192Net Assets 2011: $65,7312011Assets 2012: $60,113Liabilities 2012: $1,937Net Assets 2012: $58,1762012Assets 2013: $48,725Net Assets 2013: $48,7252013Assets 2014: $43,024Liabilities 2014: $1,9352014Assets 2015: $21,912Liabilities 2015: $5,0302015Assets 2016: $34,063Liabilities 2016: $19,750Net Assets 2016: $14,3132016Assets 2017: $31,863Liabilities 2017: $19,750Net Assets 2017: $12,1132017Assets 2018: $18,440Liabilities 2018: $7,700Net Assets 2018: $10,7402018Assets 2019: $33,541Net Assets 2019: $33,5412019Assets 2020: $38,603Liabilities 2020: $2812020Assets 2021: $47,200Liabilities 2021: $254Net Assets 2021: $46,9462021Assets 2022: $67,709Liabilities 2022: $14,1882022Assets 2023: $67,561Liabilities 2023: $4,731Net Assets 2023: $62,8302023Assets 2024: $68,776Liabilities 2024: $6,3712024Assets 2025: $82,931Liabilities 2025: $22,274Net Assets 2025: $60,6572025

Highlighted filing

2017

Assets$31,863
Liabilities$19,750
Net Assets$12,113

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $130,016Expenses 2010: $174,631Net Income 2010: -$44,6152010Revenue 2011: $130,298Expenses 2011: $128,952Net Income 2011: $1,3462011Revenue 2012: $138,613Expenses 2012: $146,168Net Income 2012: -$7,5552012Revenue 2013: $132,698Expenses 2013: $142,149Net Income 2013: -$9,4512013Revenue 2014: $133,592Expenses 2014: $141,228Net Income 2014: -$7,6362014Revenue 2015: $120,578Expenses 2015: $144,785Net Income 2015: -$24,2072015Revenue 2016: $136,671Expenses 2016: $139,240Net Income 2016: -$2,5692016Revenue 2017: $134,189Expenses 2017: $136,389Net Income 2017: -$2,2002017Revenue 2018: $168,447Expenses 2018: $169,820Net Income 2018: -$1,3732018Revenue 2019: $181,792Expenses 2019: $158,991Net Income 2019: $22,8012019Revenue 2020: $143,029Expenses 2020: $138,248Net Income 2020: $4,7812020Revenue 2021: $132,496Expenses 2021: $123,872Net Income 2021: $8,6242021Revenue 2022: $178,983Expenses 2022: $172,429Net Income 2022: $6,5542022Revenue 2023: $197,340Expenses 2023: $187,771Net Income 2023: $9,5692023Revenue 2024: $184,017Expenses 2024: $183,842Net Income 2024: $1752024Revenue 2025: $185,640Expenses 2025: $188,097Net Income 2025: -$2,4572025

Highlighted filing

2017

Revenue$134,189
Expenses$136,389
Net Income-$2,200
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$134,189
Mission and Program Overview

Mission

Rotary Service Organization

Program Services

DescriptionGrantsExpenses
CONFERENCES, MEETINGS AND CONVENTIONS$78,553-
ROTARY INTERNATIONAL ACTIVITIES$14,940-
PRINTING AND PUBLICATIONS AND MISCELLANEOUS$7,271-
CHARITABLE GIVING$3,900-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTHIE RAVENELSecretary-$0--
LEON DE BRUXTreasurer-$0--
DAVID BURTPresident Elect-$0--
ALISSA COLLINS LIETZOWPresidentPT$0--
Herbert McGuireSgt-At-Arms-$0--
John ChannellDirector-$0--
STEVE DoppDirector-$0--
Leslie FellabomDirector-$0--
TAMMY COGHILLDirector-$0--
Jeanne JammeDirector-$0--
Alex DallisDirector-$0--
PAUL STONEYPast PresidentPT$0--
Sandy MorckelDirector-$0--
Richard SidebottomDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Charleston
EIN
57-0333690
Phone
8435775533
Address
171 CHURCH STREET, CHARLESTON, SC 29401

Signing Officer

Name
Leon De Brux
Title
Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Mcguire & Co LLC
Address
171 CHURCH STREET SUITE 360, CHARLESTON, SC 29401
Preparer
Herbert B McGuire Jr
Phone
8435775533
Supplemental Narrative

Additional Explanations

Other Expenses.1007

Conferences, Conventions, and Meetings $78553

Other Expenses.1012

Insurance $646

Other Expenses.1

MISCELLANEOUS $4042

Other Expenses.3

Parking $1744

Other Assets.1005

Accounts Receivable - Beginning $9968 Accounts Receivable - Ending $6441

Total Liabilities.1

- Beginning $0 - Ending $0

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CARROLL SCHWEERS
IRS990EZ/BooksInCareOfDetail/PhoneNum08439714352
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 21029
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029413
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024095
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025422
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2200
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt029335
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034063
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031863
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018840
IRS990EZ/GrossReceiptsAmt0134189
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0134160
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014313
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012113
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014313
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012113
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt122.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt132.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUTHIE RAVENEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEON DE BRUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID BURT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALISSA COLLINS LIETZOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Herbert McGuire
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5John Channell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE Dopp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Leslie Fellabom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TAMMY COGHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jeanne Jamme
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Alex Dallis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11PAUL STONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Sandy Morckel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Richard Sidebottom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Sgt-At-Arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09968
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06441
IRS990EZ/OtherExpensesTotalAmt084985
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Rotary Service Organization
IRS990EZ/PrintingPublicationsPostageAmt03229
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE GIVING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONFERENCES, MEETINGS AND CONVENTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ROTARY INTERNATIONAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PRINTING AND PUBLICATIONS AND MISCELLANEOUS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03900
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt178553
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt214940
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt37271
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019750
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt019750
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0136389
IRS990EZ/TotalProgramServiceExpensesAmt0104664
IRS990EZ/TotalRevenueAmt0134189
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHARLESTON-ROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $78553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS $4042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Parking $1744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable - Beginning $9968 Accounts Receivable - Ending $6441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEON DE BRUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL CHARLESTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0570333690
ReturnHeader/Filer/PhoneNum08435775533
ReturnHeader/Filer/USAddress/AddressLine1Txt0171 CHURCH STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGUIRE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 CHURCH STREET SUITE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029401
ReturnHeader/PreparerPersonGrp/PhoneNum08435775533
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Herbert B McGuire Jr
ReturnHeader/ReturnTs02017-11-14T12:05:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.22$0.61$1.86$1.88$0.02
2024Summary only. Only limited summary data is available for this year.$0.69$0.06$1.84$1.84$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.05$0.63$1.97$1.88$0.10
2022Summary only. Only limited summary data is available for this year.$0.68$0.14$1.79$1.72$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$1.32$1.24$0.09
2020Summary only. Only limited summary data is available for this year.$0.39$0.00$1.43$1.38$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$1.82$1.59$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.08$0.11$1.68$1.70$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.20$0.12$1.34$1.36$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.20$0.14$1.37$1.39$0.03
2015Summary only. Only limited summary data is available for this year.$0.22$0.05$1.21$1.45$0.24
2014Summary only. Only limited summary data is available for this year.$0.43$0.02$1.34$1.41$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.49$1.33$1.42$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.02$0.58$1.39$1.46$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.01$0.66$1.30$1.29$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.64$1.30$1.75$0.45
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits