Civic Intelligence

Rotary Club of the Lowcountry

990EZ • Fiscal year 2020 • EIN 57-0977935

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 17, 2020

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

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

76th percentile

28%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

-5.4%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$51,615

Down $8,199 (-14%) from 2019

Net Assets

Up

$51,515

Up $19,785 (+62%) from 2019

Liabilities

Down

$100

Down $27,984 (-100%) from 2019

Revenue

Down

$71,950

Down $4,115 (-5.4%) from 2019

Expenses

Down

$52,127

Down $30,770 (-37%) from 2019

Net Income

Up

$19,823

Up $26,655 (+390%) from 2019

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

2020

Assets$51,615
Liabilities$100
Net Assets$51,515

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

2020

Revenue$71,950
Expenses$52,127
Net Income$19,823
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 17, 2020
Return Version
2019v5.0
Gross Receipts
$72,000
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.-$25,480
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT KLUMBPresident-$0--
RICHARD CROWLEYTreasurer-$0--
PEACH MORRISONSecretary-$0--
CLIFF MRKVICKAVice Pres.-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Roast$27,361$27,361$50$27,311
Crab Race$9,750$9,750-$9,750
Total Events$37,111$37,111$50$37,061
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
2020-09-17
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 7,294 expenses bank fees 1,060 storage 780 miscellaneous 191 badges & pins 365 website & software 21 meeting & meals expenses 8,289 donations to local org's 8,046 exchange student 2,070 rotary disctrict matching 3,974 interact scholarship 2,000 rotary foundation 9,340 rotary conferences 585 rotary dues 5,095 dues & subscriptions 225 c.a.r.t. Donations 2,474 charity registration fee 50 bulletins 114 total 51,973

Form 990-ez, Part I, Line 20

Change to prior period -32

Form 990-ez, Part II, Line 24

Pledges receivable 542 380 total 542 380

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 28,090 100

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 Appendix134 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
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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/BOYAmt059272
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051235
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016437
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019823
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059814
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051615
IRS990EZ/FundraisingGrossIncomeAmt037111
IRS990EZ/GrossReceiptsAmt072000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018452
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT KLUMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD CROWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PEACH MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLIFF MRKVICKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRES.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0380
IRS990EZ/OtherChangesInNetAssetsAmt0-32
IRS990EZ/OtherExpensesTotalAmt051973
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/PrintingPublicationsPostageAmt0154
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025480
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt037061
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt028090
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052127
IRS990EZ/TotalProgramServiceExpensesAmt025480
IRS990EZ/TotalRevenueAmt071950
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OYSTER ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CRAB RACE
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09750
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027361
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037111
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037061
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt050
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OYSTER ROAST COSTS OF OYSTER ROAST 7,294 EXPENSES BANK FEES 1,060 STORAGE 780 MISCELLANEOUS 191 BADGES & PINS 365 WEBSITE & SOFTWARE 21 MEETING & MEALS EXPENSES 8,289 DONATIONS TO LOCAL ORG'S 8,046 EXCHANGE STUDENT 2,070 ROTARY DISCTRICT MATCHING 3,974 INTERACT SCHOLARSHIP 2,000 ROTARY FOUNDATION 9,340 ROTARY CONFERENCES 585 ROTARY DUES 5,095 DUES & SUBSCRIPTIONS 225 C.A.R.T. DONATIONS 2,474 CHARITY REGISTRATION FEE 50 BULLETINS 114 TOTAL 51,973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE TO PRIOR PERIOD -32
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLEDGES RECEIVABLE 542 380 TOTAL 542 380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 28,090 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08433791065
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-17
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ReturnHeader/Filer/EIN0570977935
ReturnHeader/Filer/PhoneNum08433791065
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:32:20
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/PreparationDt02020-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD D CROWLEY CPA
ReturnHeader/ReturnTs02020-10-05T15:32:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings