Civic Intelligence

Rotary Club of the Lowcountry

990EZ • Fiscal year 2017 • EIN 57-0977935

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

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.

Liabilities / Assets

88th percentile

0.43x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.33x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

37th percentile

-1.1%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

9.5%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

2.1%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$65,537

Up $5,707 (+9.5%) from 2016

Net Assets

Down

$37,422

Down $951 (-2.5%) from 2016

Liabilities

Up

$28,115

Up $6,658 (+31%) from 2016

Revenue

Up

$85,640

Up $1,777 (+2.1%) from 2016

Expenses

Up

$86,592

Up $13,347 (+18%) from 2016

Net Income

Down

-$952

Down $11,570 (-109%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $33,538Liabilities 2012: $8,7992012Assets 2013: $29,400Liabilities 2013: $3,4282013Assets 2014: $42,579Liabilities 2014: $15,522Net Assets 2014: $27,0572014Assets 2015: $42,296Liabilities 2015: $13,844Net Assets 2015: $28,4522015Assets 2016: $59,830Liabilities 2016: $21,457Net Assets 2016: $38,3732016Assets 2017: $65,537Liabilities 2017: $28,115Net Assets 2017: $37,4222017Assets 2018: $66,906Liabilities 2018: $29,194Net Assets 2018: $37,7122018Assets 2019: $59,814Liabilities 2019: $28,084Net Assets 2019: $31,7302019Assets 2020: $51,615Liabilities 2020: $100Net Assets 2020: $51,5152020Assets 2021: $57,960Liabilities 2021: $1,579Net Assets 2021: $56,3812021Assets 2022: $67,795Liabilities 2022: $27,520Net Assets 2022: $40,2752022Assets 2025: $73,606Liabilities 2025: $2,507Net Assets 2025: $71,0992025

Highlighted filing

2017

Assets$65,537
Liabilities$28,115
Net Assets$37,422

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $77,001Expenses 2012: $77,283Net Income 2012: -$2822012Revenue 2013: $73,477Expenses 2013: $71,161Net Income 2013: $2,3162013Revenue 2014: $75,372Expenses 2014: $74,285Net Income 2014: $1,0872014Revenue 2015: $77,060Expenses 2015: $75,518Net Income 2015: $1,5422015Revenue 2016: $83,863Expenses 2016: $73,245Net Income 2016: $10,6182016Revenue 2017: $85,640Expenses 2017: $86,592Net Income 2017: -$9522017Revenue 2018: $85,008Expenses 2018: $85,297Net Income 2018: -$2892018Revenue 2019: $76,065Expenses 2019: $82,897Net Income 2019: -$6,8322019Revenue 2020: $71,950Expenses 2020: $52,127Net Income 2020: $19,8232020Revenue 2021: $44,235Expenses 2021: $29,891Net Income 2021: $14,3442021Revenue 2022: $76,239Expenses 2022: $92,295Net Income 2022: -$16,0562022Revenue 2025: $90,210Expenses 2025: $62,655Net Income 2025: $27,5552025

Highlighted filing

2017

Revenue$85,640
Expenses$86,592
Net Income-$952
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$92,030
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

DescriptionGrantsExpenses
TO IMPROVE THE LOCAL COMMUNITY BY PROVIDING SERVICES AND FUNDS TO ORGANIZATIONS WITH SIMILAR IDEALS, AND TO DEMONSTRATE THE IDEA OF SERVICE ABOVE SELF.-$36,547
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN BEACHPresident-$0--
RICHARD CROWLEYTreasurer-$0--
PEACH MORRISONSecretary-$0--
SCOTT KLUMBVice Pres.-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Roast$23,656$23,656-$23,656
Golf Tournament$17,530$17,530-$17,530
Total Events$58,626$58,626$6,390$52,236
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
2017-11-15
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 5,718 golf tournament costs of golf tournament 5,201 expenses bank fees 777 storage 780 miscellaneous 539 badges & pins 1,195 meeting & meals expenses 15,057 donations to local org's 18,830 international projects 2,500 exchange student 1,950 rotary disctrict matching 6,015 interact scholarship 1,000 teacher of the year 952 rotary foundation 5,200 rotary conferences 2,892 rotary dues 4,163 dues & subscriptions 879 c.a.r.t. Donations 12,606 charity registration fee 100 bulletins 108 total 86,462

Form 990-ez, Part II, Line 24

Pledges receivable 1,999 984 total 1,999 984

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 21,456 28,115

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 Appendix129 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/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF THE LOWCOUNTRY
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0ROTARY CLUB OF THE LOWCOUNTRY
IRS990EZ/BooksInCareOfDetail/PhoneNum08433791065
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 522
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 522
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAUFORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0299010481
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057831
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064553
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015306
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-952
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059830
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065537
IRS990EZ/FundraisingGrossIncomeAmt058626
IRS990EZ/GrossReceiptsAmt092030
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018098
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038374
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037422
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038374
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037422
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALAN BEACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD CROWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PEACH MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT KLUMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRES.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01999
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0984
IRS990EZ/OtherExpensesTotalAmt086462
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/PrintingPublicationsPostageAmt0130
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO 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/ProgramServiceExpensesAmt036547
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06390
IRS990EZ/SpecialEventsNetIncomeLossAmt052236
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt021456
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt028115
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086592
IRS990EZ/TotalProgramServiceExpensesAmt036547
IRS990EZ/TotalRevenueAmt085640
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06390
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OYSTER ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058626
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052236
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06390
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06390
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OYSTER ROAST COSTS OF OYSTER ROAST 5,718 GOLF TOURNAMENT COSTS OF GOLF TOURNAMENT 5,201 EXPENSES BANK FEES 777 STORAGE 780 MISCELLANEOUS 539 BADGES & PINS 1,195 MEETING & MEALS EXPENSES 15,057 DONATIONS TO LOCAL ORG'S 18,830 INTERNATIONAL PROJECTS 2,500 EXCHANGE STUDENT 1,950 ROTARY DISCTRICT MATCHING 6,015 INTERACT SCHOLARSHIP 1,000 TEACHER OF THE YEAR 952 ROTARY FOUNDATION 5,200 ROTARY CONFERENCES 2,892 ROTARY DUES 4,163 DUES & SUBSCRIPTIONS 879 C.A.R.T. DONATIONS 12,606 CHARITY REGISTRATION FEE 100 BULLETINS 108 TOTAL 86,462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGES RECEIVABLE 1,999 984 TOTAL 1,999 984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 21,456 28,115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD CROWLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08433791065
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF THE LOWCOUNTRY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0570977935
ReturnHeader/Filer/PhoneNum08433791065
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 522
ReturnHeader/Filer/USAddress/CityNm0BEAUFORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0299010522
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06E9F428E2D34B9033604C478D6A5B33DEF313AE3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06E9F428E2D34B9033604C478D6A5B33DEF313AE3
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261860008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROWLEY WECHSLER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 QUEEN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029902
ReturnHeader/PreparerPersonGrp/PhoneNum08433791065
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD D CROWLEY CPA
ReturnHeader/ReturnTs02017-11-15T09:48:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings