Civic Intelligence

Rotary International Beaufort Rotary Clu

EIN 57-6025772 • 501(c)4 • Beaufort, SC

Profile

World peace and understanding

PO Box 395Beaufort, SC 29901

www.beaufortrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

28%

Faster revenue growth than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$132,048

Up $28,489 (+28%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$132,048

Up $29,089 (+28%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$138,590

Up $30,512 (+28%) from 2023

Expenses

Up

$109,501

Up $18,261 (+20%) from 2023

Net Income

Up

$29,089

Up $12,251 (+73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $50,199Liabilities 2012: $7,4092012Assets 2013: $53,664Liabilities 2013: $9,870Net Assets 2013: $43,7942013Assets 2014: $51,399Liabilities 2014: $16,269Net Assets 2014: $35,1302014Assets 2015: $33,700Liabilities 2015: $16,055Net Assets 2015: $17,6452015Assets 2016: $41,635Liabilities 2016: $20,843Net Assets 2016: $20,7922016Assets 2017: $49,712Liabilities 2017: $24,816Net Assets 2017: $24,8962017Assets 2018: $43,524Liabilities 2018: $17,840Net Assets 2018: $25,6842018Assets 2019: $28,982Liabilities 2019: $10,873Net Assets 2019: $18,1092019Assets 2020: $59,232Liabilities 2020: $13,756Net Assets 2020: $45,4762020Assets 2021: $76,937Net Assets 2021: $76,9372021Assets 2022: $86,121Net Assets 2022: $86,1212022Assets 2023: $103,559Liabilities 2023: $600Net Assets 2023: $102,9592023Assets 2024: $132,048Net Assets 2024: $132,0482024

Highlighted filing

2024

Assets$132,048
Liabilities-
Net Assets$132,048
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $119,265Expenses 2012: $123,169Net Income 2012: -$3,9042012Revenue 2013: $119,151Expenses 2013: $118,147Net Income 2013: $1,0042013Revenue 2014: $103,285Expenses 2014: $111,949Net Income 2014: -$8,6642014Revenue 2015: $97,954Expenses 2015: $115,439Net Income 2015: -$17,4852015Revenue 2016: $103,056Expenses 2016: $99,909Net Income 2016: $3,1472016Revenue 2017: $100,218Expenses 2017: $96,114Net Income 2017: $4,1042017Revenue 2018: $105,504Expenses 2018: $104,716Net Income 2018: $7882018Revenue 2019: $89,163Expenses 2019: $96,738Net Income 2019: -$7,5752019Revenue 2020: $113,197Expenses 2020: $85,830Net Income 2020: $27,3672020Revenue 2021: $101,153Expenses 2021: $86,096Net Income 2021: $15,0572021Revenue 2022: $110,869Expenses 2022: $101,685Net Income 2022: $9,1842022Revenue 2023: $108,078Expenses 2023: $91,240Net Income 2023: $16,8382023Revenue 2024: $138,590Expenses 2024: $109,501Net Income 2024: $29,0892024

Highlighted filing

2024

Revenue$138,590
Expenses$109,501
Net Income$29,089
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,048
Liabilities
-
Net assets
$132,048
Revenue
$138,590
Expenses
$109,501
Net income
$29,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$1.32$1.39$1.10$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.01$1.03$1.08$0.91$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.86$1.11$1.02$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.01$0.86$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.14$0.45$1.13$0.86$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.11$0.18$0.89$0.97$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.18$0.26$1.06$1.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.25$0.25$1.00$0.96$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.21$0.21$1.03$1.00$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.16$0.18$0.98$1.15$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.16$0.35$1.03$1.12$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.10$0.44$1.19$1.18$0.01
2012Summary only. Only limited summary data is available for this year.$0.50$0.07$1.19$1.23$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jun 27, 2025
Return Version
2023v6.0
Gross Receipts
$139,795
Mission and Program Overview

Mission

World peace and understanding

World Peace and Understanding.

Program Services

DescriptionGrantsExpenses
Vocational Service Awards, Scholarships, Contributions to Community Charitable Organizations, the Rotary Foundation and Rotary International Foundation.$10,500$40,166
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barry WilsonPresidentPT$0--
Whitney McDanielTreasurerPT$0--
Nancy DykemanSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Beaufort
EIN
57-6025772
Phone
8435220222
Address
PO Box 395, Beaufort, SC 29901

Signing Officer

Name
Whitney McDaniel
Title
Treasurer
Signed
2025-06-27
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Other Program Income $1770”

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: District 7770 - Enviromental Project | Cash Amount Given: $6272”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Forseyth Scholarships | Cash Amount Given: $6000”

Other Expenses.1007

“Conferences, Conventions, and Meetings $-425”

Other Expenses.1

“Meals for Meetings $33096”

Other Expenses.2

“Caterers $7040”

Other Expenses.3

“Dues - Rotary International $6406”

Other Expenses.4

“Club Social - Oyster Roast $3096”

Other Expenses.5

“Supplies-Srving Supplies-Meals $2985”

Other Expenses.6

“installation Banquet $2787”

Other Expenses.7

“Dues - District 7770 $2751”

Other Expenses.8

“Miscellaneous expense $2632”

Other Expenses.9

“Church Seating Fee $2100”

Other Expenses.10

“Club Social - Christmas Party $1754”

Other Expenses.11

“Training and Seminars $1268”

Other Expenses.12

“Supplies - Regailia & Banners $803”

Other Expenses.13

“Club Social - Fifth Wednesday $741”

Other Expenses.14

“Software & Club Website Maint $689”

Other Expenses.15

“Speaker Fees $619”

Other Expenses.17

“Dues - Chamber of Commerce $275”

Other Expenses.18

“Bank service charges $172”

Other Expenses.19

“Door Prizes $75”

Other Expenses.20

“Club Social - Valentines Day $74”

Other Expenses.21

“SC Sec of State - Registration $50”

Other Expenses.22

“Leadership Program $35”

Other Assets.1005

“Accounts Receivable - Beginning $22846 Accounts Receivable - Ending $32695”

Total Liabilities.1005

“Escrow Account Liability - Beginning $600 Escrow Account Liability - Ending $0”

Raw XML Appendix154 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.

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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt022846
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IRS990EZ/OtherExpensesTotalAmt069023
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Program Income $1770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: District 7770 - Enviromental Project | Cash Amount Given: $6272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Forseyth Scholarships | Cash Amount Given: $6000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Caterers $7040
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplies-Srving Supplies-Meals $2985
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Bank service charges $172
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.13
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Total Liabilities.1005
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Whitney McDaniel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-27
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ReturnHeader/Filer/EIN0576025772
ReturnHeader/Filer/PhoneNum08435220222
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ReturnHeader/Filer/USAddress/ZIPCd029901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-06-27T08:43:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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