Civic Intelligence

Carolina Assembly

990EZ • Fiscal year 2022 • EIN 57-6036407

Feb 01, 2021 to Jan 31, 2022 • Filed on May 11, 2022

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

97th percentile

60%

Higher net margin than 97% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

87th percentile

33%

Faster asset growth than 87% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

36%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$115,472

Up $28,478 (+33%) from 2021

Net Assets

Up

$115,472

Up $28,478 (+33%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$47,500

Up $12,475 (+36%) from 2021

Expenses

Up

$19,022

Up $16,793 (+753%) from 2021

Net Income

Down

$28,478

Down $4,318 (-13%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$115,472
Liabilities-
Net Assets$115,472

Operations Trend

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

2022

Revenue$47,500
Expenses$19,022
Net Income$28,478
Jump To
Filing Snapshot
Filing Period
Feb 1, 2021 to Jan 31, 2022
Signed
May 11, 2022
Return Version
2021v4.0
Gross Receipts
$47,500
Mission and Program Overview

Mission

To host a debutante ball for members and guests.

Program Services

DescriptionGrantsExpenses
MEMBERS AND GUESTS OF THE CAROLINA ASSEMBLY ARE INVITED TO ATTEND A DEBUTANTE BALL WHICH IS HELD IN CHARLESTON.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNE CLEMENTChairman-$0--
LOUISA WALTERSCo-Chairman/-$0--
CAROLINE LESESNETreasurer-$0--
SHEA KUHNSecretary-$0--
GARDEN BLINCOWCorrespondin-$0--
VITRE RAVENELMembership C-$0--
BONNIE GILBRETHHandbook CHA-$0--
JULIE WALTERSBall Coordin-$0--
MARY CUTLEREx-Officio-$0--
MARY MORRISONEx-Officio-$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
Jeanne Clement
Title
Chairman
Phone
8437222005
Signed
2022-05-11
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 334 insurance 1,261 venue expense 4,250 event entertainment/music 2,850 debutante gifts 3,042 debutante luncheon 445 total 12,182

Raw XML Appendix124 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/BusinessNameLine1Txt0INDIGO MANAGEMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum08438309107
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0226 ASHLEY AVE STE F
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0294035245
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086994
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0115472
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028478
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03890
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086994
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0115472
IRS990EZ/GrossReceiptsAmt047500
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt045500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086994
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0115472
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086994
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0115472
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/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEANNE CLEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOUISA WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROLINE LESESNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHEA KUHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GARDEN BLINCOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VITRE RAVENEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BONNIE GILBRETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIE WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARY CUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MARY MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIRMAN/
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HANDBOOK CHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BALL COORDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EX-OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EX-OFFICIO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012182
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HOST A DEBUTANTE BALL FOR MEMBERS AND GUESTS.
IRS990EZ/PrintingPublicationsPostageAmt02950
IRS990EZ/ProgramServiceRevenueAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERS AND GUESTS OF THE CAROLINA ASSEMBLY ARE INVITED TO ATTEND A DEBUTANTE BALL WHICH IS HELD IN CHARLESTON.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019022
IRS990EZ/TotalRevenueAmt047500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 334 INSURANCE 1,261 VENUE EXPENSE 4,250 EVENT ENTERTAINMENT/MUSIC 2,850 DEBUTANTE GIFTS 3,042 DEBUTANTE LUNCHEON 445 TOTAL 12,182
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNE CLEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08437222005
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
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 RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029412
ReturnHeader/PreparerPersonGrp/PhoneNum08434066680
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHERINE L HARDWICK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-12T15:25:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLEMENT
ReturnHeader/TaxPeriodBeginDt02021-02-01
ReturnHeader/TaxPeriodEndDt02022-01-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)7 • <$500k nonprofits