Rotary Club of the Lowcountry

990EZ • Fiscal year 2016 • EIN 57-0977935

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

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 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

13%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

41%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

8.8%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets87th percentile

Assets

$59,830

Up $17,534 (+41%) from 2015

Net Assets

$38,373

Up $9,921 (+35%) from 2015

Liabilities

$21,457

Up $7,613 (+55%) from 2015

Revenue And Expenses

Liabilities / Revenue88th percentile Net Margin68th percentile

Revenue

$83,863

Up $6,803 (+8.8%) from 2015

Expenses

Down

$73,245

Down $2,273 (-3.0%) from 2015

Net Income

$10,618

Up $9,076 (+589%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

Highlighted filing

2016

Assets$59,830

Liabilities$21,457

Net Assets$38,373

Open 2016 Filing

Operations Trend

Revenue Growth62nd percentile

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

Highlighted filing

2016

Revenue$83,863

Expenses$73,245

Net Income$10,618

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Nov 10, 2016
Return Version: 2015v2.1
Gross Receipts: $92,141

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.	-	$30,021

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ALAN BEACH	President	-	$0	-	-
RICHARD CROWLEY	Treasurer	-	$0	-	-
PEACH MORRISON	Secretary	-	$0	-	-
SCOTT KLUMB	Vice Pres.	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Oyster Roast	$20,080	$20,080	-	$20,080
Golf Tournament	$16,725	$16,725	-	$16,725
Total Events	$57,156	$57,156	$8,278	$48,878

Filing and Contact Details

Filer

Filer Name: Rotary Club of the Lowcountry
EIN: 57-0977935
Phone: 8433791065
Address: PO BOX 522, BEAUFORT, SC 29901-0522

Signing Officer

Name: Richard Crowley
Title: Treasurer
Phone: 8433791065
Signed: 2016-11-10
Discuss with paid preparer: Yes

Preparer

Firm: Crowley Wechsler & Associates LLC
Address: 1411 QUEEN STREET, BEAUFORT, SC 29902
Preparer: Richard D Crowley CPA
Phone: 8433791065

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Oyster roast costs of oyster roast 5,827 golf tournament costs of golf tournament 5,302 expenses bank fees 689 storage 390 miscellaneous 262 badges & pins 400 meeting & meals expenses 13,094 donations to local org's 17,337 rotary disctrict matching 5,300 interact scholarship 1,000 teacher of the year 750 rotary foundation 5,582 rotary conferences 2,782 rotary dues 3,909 dues & subscriptions 1,016 c.a.r.t. Donations 9,423 charity registration fee 52 total 73,115”

Form 990-ez, Part I, Line 20

“Prior period adjustment -697”

Form 990-ez, Part II, Line 24

“Pledges receivable 1,609 1,999 total 1,609 1,999”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 13,844 21,457”

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 Appendix130 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	ROTARY CLUB OF THE LOWCOUNTRY
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt	0	ROTARY CLUB OF THE LOWCOUNTRY
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8433791065
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO BOX 522
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt	0	PO BOX 522
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	BEAUFORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	299010481
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	40687
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	57831
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	16600
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	10618
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	42296
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	59830
IRS990EZ/FundraisingGrossIncomeAmt	0	57156
IRS990EZ/GrossReceiptsAmt	0	92141
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	18385
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	28452
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	38373
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	28452
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	38373
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	ALAN BEACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	RICHARD CROWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	PEACH MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	SCOTT KLUMB
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	1609
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	1999
IRS990EZ/OtherChangesInNetAssetsAmt	0	-697
IRS990EZ/OtherExpensesTotalAmt	0	73115
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	130
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	30021
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	8278
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	48878
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	13844
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	21457
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	73245
IRS990EZ/TotalProgramServiceExpensesAmt	0	30021
IRS990EZ/TotalRevenueAmt	0	83863
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	8278
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	OYSTER ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	20080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	16725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	20351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	57156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	20080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	16725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	20351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	57156
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	48878
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	8278
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	8278
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	OYSTER ROAST COSTS OF OYSTER ROAST 5,827 GOLF TOURNAMENT COSTS OF GOLF TOURNAMENT 5,302 EXPENSES BANK FEES 689 STORAGE 390 MISCELLANEOUS 262 BADGES & PINS 400 MEETING & MEALS EXPENSES 13,094 DONATIONS TO LOCAL ORG'S 17,337 ROTARY DISCTRICT MATCHING 5,300 INTERACT SCHOLARSHIP 1,000 TEACHER OF THE YEAR 750 ROTARY FOUNDATION 5,582 ROTARY CONFERENCES 2,782 ROTARY DUES 3,909 DUES & SUBSCRIPTIONS 1,016 C.A.R.T. DONATIONS 9,423 CHARITY REGISTRATION FEE 52 TOTAL 73,115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	PRIOR PERIOD ADJUSTMENT -697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	PLEDGES RECEIVABLE 1,609 1,999 TOTAL 1,609 1,999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 13,844 21,457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RICHARD CROWLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8433791065
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROTARY CLUB OF THE LOWCOUNTRY
ReturnHeader/Filer/BusinessNameControlTxt	0	ROTA
ReturnHeader/Filer/EIN	0	570977935
ReturnHeader/Filer/PhoneNum	0	8433791065
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 522
ReturnHeader/Filer/USAddress/CityNm	0	BEAUFORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	SC
ReturnHeader/Filer/USAddress/ZIPCd	0	299010522
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	261860008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CROWLEY WECHSLER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1411 QUEEN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BEAUFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	29902
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8433791065
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RICHARD D CROWLEY CPA
ReturnHeader/ReturnTs	0	2016-11-10T10:54:53-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $59,830
Liabilities: $21,457
Net assets: $38,373
Revenue: $83,863
Expenses: $73,245
Net income: $10,618

	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