Rotary Club of the Lowcountry

990EZ • Fiscal year 2014 • EIN 57-0977935

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 08, 2015

Organization Profile N/A

PO Box 522Beaufort, SC 29901-0522

(843) 379-1065

Siviq Scores

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

0.36x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

1.4%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

45%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

2.6%

Faster revenue growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets86th percentile

Assets

$42,579

Up $13,179 (+45%) from 2013

Net Assets

$27,057

No earlier filing loaded for comparison.

Liabilities

$15,522

Up $12,094 (+353%) from 2013

Revenue And Expenses

Liabilities / Revenue87th percentile Net Margin46th percentile

Revenue

$75,372

Up $1,895 (+2.6%) from 2013

Expenses

$74,285

Up $3,124 (+4.4%) from 2013

Net Income

Down

$1,087

Down $1,229 (-53%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

Highlighted filing

2014

Assets$42,579

Liabilities$15,522

Net Assets$27,057

Open 2014 Filing

Operations Trend

Revenue Growth52nd percentile

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

Highlighted filing

2014

Revenue$75,372

Expenses$74,285

Net Income$1,087

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Feb 8, 2015
Return Version: 2013v4.0
Gross Receipts: $81,952

Mission and Program Overview

Mission

To encourage and foster the ideal of service as a basis of worthy enterprise and in to encourage and foster the development of acquaintances as an opportunity for service.

Program Services

Description	Grants	Expenses
TO IMPROVE THE LOCAL COMMUNITY BY PROVIDING SERVICES AND FUNDS TO ORGANIZATIONS WITH SIMILAR IDEALS, AND TO DEMONSTRATE THE IDEA OF SERVICE ABOVE SELF.	-	$34,089

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHARLOTTE GONZALEZ	President	PT	$0	-	-
RICHARD CROWLEY	Treasurer	PT	$0	-	-
PEACH MORRISON	Secretary	PT	$0	-	-
JEFF ALTHOFF	Vice Pres.	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$20,471	$20,471	-	$20,471
Event 2	$14,330	$14,330	-	$14,330
Total Events	$49,436	$49,436	$6,580	$42,856

Filing and Contact Details

Filer

EIN: 57-0977935
Phone: 8433791065

Signing Officer

Name: Richard D Crowley
Title: Treasurer
Phone: 8433791065
Signed: 2015-02-08
Discuss with paid preparer: Yes

Preparer

Preparer: Richard D Crowley CPA
Phone: 8433791065

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Oyster roast costs of oyster roast 4,061 golf tournament costs of golf tournament 5,910 expenses bank fees 96 storage 795 miscellaneous 103 badges & pins 378 plaques 63 meeting & meals expenses 14,319 donations to local org's 18,556 international projects 500 exchange student 7 rotary disctrict matching 6,008 interact scholarship 2,000 teacher of the year 1,051 rotary foundation 5,904 rotary conferences 4,040 rotary dues 4,263 dues & subscriptions 618 c.a.r.t. Donations 5,108 credit card fees 353 total 74,133”

Form 990-ez, Part II, Line 24

“Pledges receivable 2,283 2,056 total 2,283 2,056”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 3,430 15,522”

Form 990-ez, Part III

“To encourage and foster the ideal of service as a basis of worthy enterprise and in to encourage and foster the development of acquaintances as an opportunity for service.”

Raw XML Appendix131 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/PersonNm	0	CHARLOTTE GONZALEZ
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	RICHARD CROWLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	PEACH MORRISON
CompensationExplanation/CompensationExplanationGrp/PersonNm	3	JEFF ALTHOFF
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	ROTARY CLUB OF THE LOWCOUNTRY
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2	0	ROTARY CLUB OF THE LOWCOUNTRY
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8433791065
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	PO BOX 522
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2	0	PO BOX 522
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	BEAUFORT
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	299010481
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	27117
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	40523
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	12042
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	1087
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	29400
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	42579
IRS990EZ/FundraisingGrossIncomeAmt	0	49436
IRS990EZ/GrossReceiptsAmt	0	81952
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	20474
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	25970
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	27057
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	25970
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	27057
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	CHARLOTTE GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	RICHARD CROWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	PEACH MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	JEFF ALTHOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	VICE PRES.
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	2283
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	2056
IRS990EZ/OtherExpensesTotalAmt	0	74133
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND IN TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF ACQUAINTANCES AS AN OPPORTUNITY FOR SERVICE.
IRS990EZ/PrintingPublicationsPostageAmt	0	152
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO IMPROVE THE LOCAL COMMUNITY BY PROVIDING SERVICES AND FUNDS TO ORGANIZATIONS WITH SIMILAR IDEALS, AND TO DEMONSTRATE THE IDEA OF SERVICE ABOVE SELF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	34089
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	6580
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	42856
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	3430
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	15522
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	74285
IRS990EZ/TotalProgramServiceExpensesAmt	0	34089
IRS990EZ/TotalRevenueAmt	0	75372
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	6580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	20471
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	14330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	14635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	49436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	20471
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	14330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	14635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	49436
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	OYSTER ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	42856
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	6580
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	6580
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	OYSTER ROAST COSTS OF OYSTER ROAST 4,061 GOLF TOURNAMENT COSTS OF GOLF TOURNAMENT 5,910 EXPENSES BANK FEES 96 STORAGE 795 MISCELLANEOUS 103 BADGES & PINS 378 PLAQUES 63 MEETING & MEALS EXPENSES 14,319 DONATIONS TO LOCAL ORG'S 18,556 INTERNATIONAL PROJECTS 500 EXCHANGE STUDENT 7 ROTARY DISCTRICT MATCHING 6,008 INTERACT SCHOLARSHIP 2,000 TEACHER OF THE YEAR 1,051 ROTARY FOUNDATION 5,904 ROTARY CONFERENCES 4,040 ROTARY DUES 4,263 DUES & SUBSCRIPTIONS 618 C.A.R.T. DONATIONS 5,108 CREDIT CARD FEES 353 TOTAL 74,133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	PLEDGES RECEIVABLE 2,283 2,056 TOTAL 2,283 2,056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,430 15,522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND IN TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF ACQUAINTANCES AS AN OPPORTUNITY FOR SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RICHARD D CROWLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8433791065
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	ROTARY CLUB OF THE LOWCOUNTRY
ReturnHeader/Filer/BusinessNameControlTxt	0	ROTA
ReturnHeader/Filer/EIN	0	570977935
ReturnHeader/Filer/PhoneNum	0	8433791065
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 522
ReturnHeader/Filer/USAddress/City	0	BEAUFORT
ReturnHeader/Filer/USAddress/State	0	SC
ReturnHeader/Filer/USAddress/ZIPCode	0	299010522
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	261860008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	CROWLEY WECHSLER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1411 QUEEN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	BEAUFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	29902
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8433791065
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RICHARD D CROWLEY CPA
ReturnHeader/ReturnTs	0	2015-02-14T09:48:25-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $42,579
Liabilities: $15,522
Net assets: $27,057
Revenue: $75,372
Expenses: $74,285
Net income: $1,087

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$73.6	$2.51	$71.1	$90.2	$62.7	$27.6
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$67.8	$27.5	$40.3	$76.2	$92.3	$16.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$58.0	$1.58	$56.4	$44.2	$29.9	$14.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$51.6	$0.10	$51.5	$72.0	$52.1	$19.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$59.8	$28.1	$31.7	$76.1	$82.9	$6.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$66.9	$29.2	$37.7	$85.0	$85.3	$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$65.5	$28.1	$37.4	$85.6	$86.6	$0.95
2016Detailed filing. Detailed filing data is available for this year.	$59.8	$21.5	$38.4	$83.9	$73.2	$10.6
2015Detailed filing. Detailed filing data is available for this year.	$42.3	$13.8	$28.5	$77.1	$75.5	$1.54
2014Detailed filing. Detailed filing data is available for this year.	$42.6	$15.5	$27.1	$75.4	$74.3	$1.09
2013Summary only. Only limited summary data is available for this year.	$29.4	$3.43		$73.5	$71.2	$2.32
2012Summary only. Only limited summary data is available for this year.	$33.5	$8.80		$77.0	$77.3	$0.28