Rotary Club of the Lowcountry

990EZ • Fiscal year 2018 • EIN 57-0977935

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 11, 2019

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.

0.44x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

0.34x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

-0.3%

Higher net margin than 39% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

2.1%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

-0.7%

Faster revenue growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets89th percentile

Assets

$66,906

Up $1,369 (+2.1%) from 2017

Net Assets

$37,712

Up $290 (+0.8%) from 2017

Liabilities

$29,194

Up $1,079 (+3.8%) from 2017

Revenue And Expenses

Liabilities / Revenue91st percentile Net Margin39th percentile

Revenue

Down

$85,008

Down $632 (-0.7%) from 2017

Expenses

Down

$85,297

Down $1,295 (-1.5%) from 2017

Net Income

-$289

Up $663 (+70%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

Highlighted filing

2018

Assets$66,906

Liabilities$29,194

Net Assets$37,712

Open 2018 Filing

Operations Trend

Revenue Growth47th percentile

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

Highlighted filing

2018

Revenue$85,008

Expenses$85,297

Net Income-$289

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Feb 11, 2019
Return Version: 2017v2.3
Gross Receipts: $85,108

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.	-	$37,436

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

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

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Oyster Roast	$24,156	$24,156	$50	$24,106
Golf Tournament	$17,695	$17,695	-	$17,695
Total Events	$50,851	$50,851	$100	$50,751

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: 2019-02-11
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 8,303 golf tournament costs of golf tournament 4,341 expenses bank fees 1,144 storage 780 miscellaneous 66 badges & pins 944 website & software 594 meeting & meals expenses 11,672 donations to local org's 15,950 international projects 1,500 exchange student 3,350 rotary disctrict matching 5,221 interact scholarship 2,000 teacher of the year 715 rotary foundation 8,700 rotary conferences 2,352 rotary dues 3,996 dues & subscriptions 225 c.a.r.t. Donations 13,135 total 84,988”

Form 990-ez, Part I, Line 20

“Prior year dues paid late 580”

Form 990-ez, Part II, Line 24

“Pledges receivable 984 1,165 total 984 1,165”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 28,116 29,194”

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 Appendix138 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	64553
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	65741
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	16394
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-289
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	65537
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	66906
IRS990EZ/FundraisingGrossIncomeAmt	0	50851
IRS990EZ/GrossReceiptsAmt	0	85108
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	17863
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	37421
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	37712
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	37421
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	37712
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	SCOTT KLUMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	RICHARD CROWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	PEACH MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	CLIFF MRKVICKA
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	984
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	1165
IRS990EZ/OtherChangesInNetAssetsAmt	0	580
IRS990EZ/OtherExpensesTotalAmt	0	84988
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	309
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	37436
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	100
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	50751
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	28116
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	29194
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	85297
IRS990EZ/TotalProgramServiceExpensesAmt	0	37436
IRS990EZ/TotalRevenueAmt	0	85008
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	100
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	OYSTER ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	24156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	17695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	9000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	50851
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	24156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	17695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	9000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	50851
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	50751
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	50
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	50
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	OYSTER ROAST COSTS OF OYSTER ROAST 8,303 GOLF TOURNAMENT COSTS OF GOLF TOURNAMENT 4,341 EXPENSES BANK FEES 1,144 STORAGE 780 MISCELLANEOUS 66 BADGES & PINS 944 WEBSITE & SOFTWARE 594 MEETING & MEALS EXPENSES 11,672 DONATIONS TO LOCAL ORG'S 15,950 INTERNATIONAL PROJECTS 1,500 EXCHANGE STUDENT 3,350 ROTARY DISCTRICT MATCHING 5,221 INTERACT SCHOLARSHIP 2,000 TEACHER OF THE YEAR 715 ROTARY FOUNDATION 8,700 ROTARY CONFERENCES 2,352 ROTARY DUES 3,996 DUES & SUBSCRIPTIONS 225 C.A.R.T. DONATIONS 13,135 TOTAL 84,988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	PRIOR YEAR DUES PAID LATE 580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	PLEDGES RECEIVABLE 984 1,165 TOTAL 984 1,165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 28,116 29,194
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	2019-02-21 02:37:17Z
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	2019-02-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	1618C365E138562C69B3FC7F55FA067C75EEB320
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	48FFB77D4616A23198CCEF00C1607D9269D3B27A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-02-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CS
ReturnHeader/FilingSecurityInformation/IPTm	0	05:03:28
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	2019-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RICHARD D CROWLEY CPA
ReturnHeader/ReturnTs	0	2019-02-11T05:03:28-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $66,906
Liabilities: $29,194
Net assets: $37,712
Revenue: $85,008
Expenses: $85,297
Net income: -$289

	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
2018Detailed filing. Detailed filing data is available for this year.	$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