Civic Intelligence

Carolina Assembly

990EZ • Fiscal year 2021 • EIN 57-6036407

Feb 01, 2020 to Jan 31, 2021 • Filed on May 12, 2021

Organization ProfileN/A
PO Box 21687Charleston, SC 29413

(843) 722-2005

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

99th percentile

94%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

91st percentile

61%

Faster asset growth than 91% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-34%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$86,994

Up $32,796 (+61%) from 2020

Net Assets

Up

$86,994

Up $32,796 (+61%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin99th percentile

Revenue

Down

$35,025

Down $18,225 (-34%) from 2020

Expenses

Down

$2,229

Down $58,018 (-96%) from 2020

Net Income

Up

$32,796

Up $39,793 (+569%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$150K$100K$50K$0Assets 2009: $80,626Liabilities 2009: $02009Assets 2010: $75,040Liabilities 2010: $02010Assets 2011: $61,100Liabilities 2011: $02011Assets 2012: $70,141Liabilities 2012: $02012Assets 2014: $64,291Liabilities 2014: $02014Assets 2015: $53,487Net Assets 2015: $53,4872015Assets 2016: $63,177Net Assets 2016: $63,1772016Assets 2017: $63,160Net Assets 2017: $63,1602017Assets 2018: $58,776Liabilities 2018: $02018Assets 2019: $61,195Net Assets 2019: $61,1952019Assets 2020: $54,198Liabilities 2020: $0Net Assets 2020: $54,1982020Assets 2021: $86,994Liabilities 2021: $0Net Assets 2021: $86,9942021Assets 2022: $115,472Net Assets 2022: $115,4722022Assets 2023: $116,504Net Assets 2023: $116,5042023Assets 2024: $117,526Liabilities 2024: $02024Assets 2025: $123,495Net Assets 2025: $123,4952025

Highlighted filing

2021

Assets$86,994
Liabilities$0
Net Assets$86,994
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

$100K$50K$0-$50KRevenue 2009: $37,478Expenses 2009: $28,690Net Income 2009: $8,7882009Revenue 2010: $33,552Expenses 2010: $39,138Net Income 2010: -$5,5862010Revenue 2011: $59,610Expenses 2011: $73,550Net Income 2011: -$13,9402011Revenue 2012: $56,500Expenses 2012: $47,458Net Income 2012: $9,0422012Revenue 2014: $49,250Expenses 2014: $54,469Net Income 2014: -$5,2192014Revenue 2015: $41,175Expenses 2015: $52,154Net Income 2015: -$10,9792015Revenue 2016: $59,145Expenses 2016: $49,454Net Income 2016: $9,6912016Revenue 2017: $54,100Expenses 2017: $54,117Net Income 2017: -$172017Revenue 2018: $42,975Expenses 2018: $47,359Net Income 2018: -$4,3842018Revenue 2019: $51,530Expenses 2019: $49,112Net Income 2019: $2,4182019Revenue 2020: $53,250Expenses 2020: $60,247Net Income 2020: -$6,9972020Revenue 2021: $35,025Expenses 2021: $2,229Net Income 2021: $32,7962021Revenue 2022: $47,500Expenses 2022: $19,022Net Income 2022: $28,4782022Revenue 2023: $69,550Expenses 2023: $68,518Net Income 2023: $1,0322023Revenue 2024: $72,425Expenses 2024: $71,402Net Income 2024: $1,0232024Revenue 2025: $60,710Expenses 2025: $54,741Net Income 2025: $5,9692025

Highlighted filing

2021

Revenue$35,025
Expenses$2,229
Net Income$32,796
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
May 12, 2021
Return Version
2020v4.1
Gross Receipts
$35,025
Mission and Program Overview

Mission

To host a debutante ball for members and guests.

To host a debutant ball for members and guests.

Program Services

DescriptionGrantsExpenses
MEMBERS AND GUESTS OF THE CAROLINA ASSEMBLY ARE INVITED TO ATTEND A DEBUTANT BALL WHICH IS HELD IN CHARLESTON.$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISA WALTERSDirector-$0--
BONNIE GILBRETHDirector-$0--
CAROLINE LESESNEDirector-$0--
JEANNE CLEMENTDirector-$0--
MARY CUTLERChairman-$0--
BEVERLY JOHNSONVice-Chairman-$0--
CHARLOTTE WILLIAMSSecretary-$0--
MARY MORRISONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Carolina Assembly
EIN
57-6036407
Phone
8437222005
Address
PO BOX 21687, CHARLESTON, SC 29413

Signing Officer

Name
Mary Cutler
Title
Chairman
Phone
8437222005
Signed
2021-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Solomon Hardwick & Hardwick LLC
Address
1160 FOLLY ROAD, CHARLESTON, SC 29412
Preparer
Katherine L Hardwick CPA
Phone
8434066680
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 20. Description: office expenses. Amount: 63. Description: insurance. Amount: 1,228. Total to form 990-ez, line 16: 1,311.”

Raw XML Appendix140 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0MARY MORRISON
IRS990EZ/BooksInCareOfDetail/PhoneNum08437222005
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 21687
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029413
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054198
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086994
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt032796
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0770
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054198
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086994
IRS990EZ/GrossReceiptsAmt035025
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt032525
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054198
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086994
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054198
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086994
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOUISA WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BONNIE GILBRETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROLINE LESESNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEANNE CLEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY CUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BEVERLY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHARLOTTE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARY MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE-CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01311
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HOST A DEBUTANT BALL FOR MEMBERS AND GUESTS.
IRS990EZ/PrintingPublicationsPostageAmt0148
IRS990EZ/ProgramServiceRevenueAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERS AND GUESTS OF THE CAROLINA ASSEMBLY ARE INVITED TO ATTEND A DEBUTANT BALL WHICH IS HELD IN CHARLESTON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt02229
IRS990EZ/TotalRevenueAmt035025
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK CHARGES. AMOUNT: 20. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 63. DESCRIPTION: INSURANCE. AMOUNT: 1,228. TOTAL TO FORM 990-EZ, LINE 16: 1,311.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY CUTLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08437222005
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINA ASSEMBLY
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0576036407
ReturnHeader/Filer/PhoneNum08437222005
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 21687
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029413
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582354055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOLOMON HARDWICK & HARDWICK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01160 FOLLY ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029412
ReturnHeader/PreparerPersonGrp/PhoneNum08434066680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHERINE L HARDWICK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-18T14:29:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CUTLER
ReturnHeader/TaxPeriodBeginDt02020-02-01
ReturnHeader/TaxPeriodEndDt02021-01-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,994
Liabilities
$0
Net assets
$86,994
Revenue
$35,025
Expenses
$2,229
Net income
$32,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.61$0.55$0.06
2024Summary only. Only limited summary data is available for this year.$1.18$0.00$0.72$0.71$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$1.17$0.70$0.69$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.48$0.19$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.35$0.02$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.53$0.60$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.61$0.52$0.49$0.02
2018Summary only. Only limited summary data is available for this year.$0.59$0.00$0.43$0.47$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.63$0.54$0.54$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.59$0.49$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.41$0.52$0.11
2014Summary only. Only limited summary data is available for this year.$0.64$0.00$0.49$0.54$0.05
2012Summary only. Only limited summary data is available for this year.$0.70$0.00$0.57$0.47$0.09
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$0.60$0.74$0.14
2010Summary only. Only limited summary data is available for this year.$0.75$0.00$0.34$0.39$0.06
2009Summary only. Only limited summary data is available for this year.$0.81$0.00$0.37$0.29$0.09