Civic Intelligence

Carolina Assembly

990EZ • Fiscal year 2023 • EIN 57-6036407

Feb 01, 2022 to Jan 31, 2023 • Filed on May 10, 2023

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

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

47th percentile

1.5%

Higher net margin than 47% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

0.9%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

46%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$116,504

Up $1,032 (+0.9%) from 2022

Net Assets

Up

$116,504

Up $1,032 (+0.9%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Up

$69,550

Up $22,050 (+46%) from 2022

Expenses

Up

$68,518

Up $49,496 (+260%) from 2022

Net Income

Down

$1,032

Down $27,446 (-96%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2023

Assets$116,504
Liabilities-
Net Assets$116,504
Open 2023 Filing

Operations Trend

Revenue Growth87th 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

2023

Revenue$69,550
Expenses$68,518
Net Income$1,032
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
May 10, 2023
Return Version
2022v5.0
Gross Receipts
$69,550
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, SC.--
Compensation and Service Providers
Top Officer Pay93rd percentile

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
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Solomon Hardwick & Hardwick LLC
Address
525 FOLLY RD STE 201, CHARLESTON, SC 29412
Preparer
Katherine L Hardwick CPA
Phone
8434066680
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 463 conferences/meetings 713 insurance 1,395 venue expense 33,146 event entertainment/music 10,250 debutante gifts 1,188 debutante luncheon 2,645 event security 1,350 event florist 9,946 total 61,096”

Raw XML Appendix126 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 LLC
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/BOYAmt0115472
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0116504
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01032
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02408
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0115472
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0116504
IRS990EZ/GrossReceiptsAmt069550
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt044625
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0115472
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0116504
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0115472
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0116504
IRS990EZ/OccupancyRentUtltsAndMaintAmt01098
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/OtherExpensesTotalAmt061096
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HOST A DEBUTANTE BALL FOR MEMBERS AND GUESTS.
IRS990EZ/PrintingPublicationsPostageAmt03916
IRS990EZ/ProgramServiceRevenueAmt024925
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERS AND GUESTS OF THE CAROLINA ASSEMBLY ARE INVITED TO ATTEND A DEBUTANTE BALL WHICH IS HELD IN CHARLESTON, SC.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068518
IRS990EZ/TotalRevenueAmt069550
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 463 CONFERENCES/MEETINGS 713 INSURANCE 1,395 VENUE EXPENSE 33,146 EVENT ENTERTAINMENT/MUSIC 10,250 DEBUTANTE GIFTS 1,188 DEBUTANTE LUNCHEON 2,645 EVENT SECURITY 1,350 EVENT FLORIST 9,946 TOTAL 61,096
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNE CLEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08437222005
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582354055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOLOMON HARDWICK & HARDWICK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0525 FOLLY RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029412
ReturnHeader/PreparerPersonGrp/PhoneNum08434066680
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHERINE L HARDWICK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-18T10:19:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLEMENT
ReturnHeader/TaxPeriodBeginDt02022-02-01
ReturnHeader/TaxPeriodEndDt02023-01-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,504
Liabilities
-
Net assets
$116,504
Revenue
$69,550
Expenses
$68,518
Net income
$1,032
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
2023Detailed filing. Detailed filing data is available for this year.$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. 2023 filings • 501(c)7 • <$500k nonprofits