Civic Intelligence

Greater Lake Charles Rotary Club

990EZ • Fiscal year 2014 • EIN 72-6040982

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 15, 2015

P O Box 4753Lake Charles, LA 70606

(337) 474-1616

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

64th percentile

9.4%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

9.3%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$51,625

Up $11,846 (+30%) from 2013

Net Assets

Up

$51,625

Up $11,846 (+30%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$126,590

Up $10,786 (+9.3%) from 2013

Expenses

Down

$114,744

Down $6,765 (-5.6%) from 2013

Net Income

Up

$11,846

Up $17,551 (+308%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $41,725Net Assets 2011: $41,7252011Assets 2012: $45,484Net Assets 2012: $45,4842012Assets 2013: $39,779Liabilities 2013: $0Net Assets 2013: $39,7792013Assets 2014: $51,625Liabilities 2014: $0Net Assets 2014: $51,6252014Assets 2015: $37,925Liabilities 2015: $0Net Assets 2015: $37,9252015Assets 2016: $37,785Liabilities 2016: $0Net Assets 2016: $37,7852016Assets 2017: $45,373Liabilities 2017: $163Net Assets 2017: $45,2102017Assets 2018: $56,218Liabilities 2018: $164Net Assets 2018: $56,0542018Assets 2019: $65,538Liabilities 2019: $1,167Net Assets 2019: $64,3712019Assets 2020: $48,741Liabilities 2020: $220Net Assets 2020: $48,5212020

Highlighted filing

2014

Assets$51,625
Liabilities$0
Net Assets$51,625

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $114,960Expenses 2011: $122,274Net Income 2011: -$7,3142011Revenue 2012: $137,341Expenses 2012: $133,582Net Income 2012: $3,7592012Revenue 2013: $115,804Expenses 2013: $121,509Net Income 2013: -$5,7052013Revenue 2014: $126,590Expenses 2014: $114,744Net Income 2014: $11,8462014Revenue 2015: $141,383Expenses 2015: $155,083Net Income 2015: -$13,7002015Revenue 2016: $157,442Expenses 2016: $157,582Net Income 2016: -$1402016Revenue 2017: $153,245Expenses 2017: $145,820Net Income 2017: $7,4252017Revenue 2018: $158,205Expenses 2018: $147,361Net Income 2018: $10,8442018Revenue 2019: $171,620Expenses 2019: $162,565Net Income 2019: $9,0552019Revenue 2020: $49,648Expenses 2020: $65,498Net Income 2020: -$15,8502020

Highlighted filing

2014

Revenue$126,590
Expenses$114,744
Net Income$11,846
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 15, 2015
Return Version
2013v4.0
Gross Receipts
$126,590
Mission and Program Overview

Mission

Provide service to the community & world

To provide service to the community and world

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS AT MCNEESE STATE UNIVERSITY BY INCREASING OUR DONATION TO THE MCNEESE FOUNDATION'S ENDOWED SCHOLARSHIP FUND. WE CURRENTLY ASSIST APPROXIMATELY SIXTEED DESERVING STUDENTS ABBUALLY. NO PERSON RELATED TO A ROTARY CLUB MEMBER CAN QUALIFY FOR THESE SCHOLARSHIPS. PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS AT SOWELA TECHNICAL COMMUMITY COLLEGE BY INCREASING OUR DONATION TO THE SOWELA FOUNDATION'S ENDOWED SCHOLARSHIP FUND. WE CURRENTLY ASSIST APPROXIMATELY TWELVE DESERVING STUDENTS ANNUALLY. NO PERSON RELATED TO A ROTARY CLUB MEMBER CAN QUALIFY FOR THESE SCHOLARSHIPS. WE CURRENTLY DONATE TO THE ROTARY INTERNATIONAL FOUNDATION. THIS MONEY SUPPORTS THE MANY WORLDWIDE ROTARY PROJECTS SUCH AS THE ERADICATION OF POLIO, VARIOUS HUMANITARIAN GRANTS, ETC. WE HAVE NO WAY OF KNOWING THE MANY PEOPLE WHOSE LIVES ARE TOUCHED BY THESE MONIES.$51,396$114,744
AUCTION PROCEEDS ARE USED PRIMARILY TO PROVIDE COLLEGE SCHOLARSHIPS TO NEEDY INDIVIDUALS. THEY ARE ALSO USED TO PROVIDE SUPPORT TO OTHER NON-PROFIT COMMUNITY PROJECTS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MARC ARMSTRONGPresident-$0--
JOYCE CLARKEExecutive Tr-$0--
Filing and Contact Details

Filer

EIN
72-6040982
Phone
3374741616

Signing Officer

Name
Joyce Clarke
Title
Executive Treasurer
Phone
3374741616
Signed
2015-01-15
Discuss with paid preparer
Yes

Preparer

Preparer
James J Jarreau CPA
Phone
3374741771
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Bulletin advertisements 1,800 miscellaneous income 859 weekly raffle proceeds 513 total 3,172

Form 990-ez, Part I, Line 10

Mcneese state university foundation 4205 ryan street lake charles, la 70605 10,000 0 0 sowela foundation 3820 senator j. Bennett johnston av lake charles, la 70605 10,000 0 0 rotary foundation of rotary interna 1560 sherman avenue evanston, il 60201-3698 20,000 0 0

Form 990-ez, Part I, Line 16

Expenses club bulletin 1,363 district assembly & training 244 district conference expense 1,594 meal costs 27,763 board & committee meetings 1,204 awards banquet 3,607 pins, badges, & new membe 145 post office box 60 advertising & promotion 200 bank fees 58 district dues 2,065 ri dues 4,388 flowers & gifts 42 gift to outgoing presiden 250 gse expenses 1,840 club socials/celebrations 501 auction expense 6,289 turkey trot expenses 2,989 football pool payout 1,500 club signs & banners 24 credit card fees 597 club software expense 1,095 adjust member accounts 5,456 total 63,274

Form 990-ez, Part II, Line 24

Accounts receivable 10,767 5,407 depreciable assets 1,239 1,239 less accumulated depreciation 1,239 1,239 total 10,767 5,407

Form 990-ez, Part III, Line 31

Provide scholarships to deserving students at mcneese state university by increasing our donation to the mcneese foundation's endowed scholarship fund. We currently assist approximately sixteed deserving students abbually. No person related to a rotary club member can qualify for these scholarships. Provide scholarships to deserving students at sowela technical commumity college by increasing our donation to the sowela foundation's endowed scholarship fund. We currently assist approximately twelve deserving students annually. No person related to a rotary club member can qualify for these scholarships. We currently donate to the rotary international foundation. This money supports the many worldwide rotary projects such as the eradication of polio, various humanitarian grants, etc. We have no way of knowing the many people whose lives are touched by these monies.

Raw XML Appendix108 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MARY MARC ARMSTRONG
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOYCE CLARKE
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IRS990EZ/BooksInCareOfDetail/PersonNm0JOYCE CLARKE
IRS990EZ/BooksInCareOfDetail/PhoneNum03374741636
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10P O BOX 5545
IRS990EZ/BooksInCareOfDetail/USAddress/City0LAKE CHARLES
IRS990EZ/BooksInCareOfDetail/USAddress/State0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode070605
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029012
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046218
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011846
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039779
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051625
IRS990EZ/GrantsAndSimilarAmountsPaidAmt051396
IRS990EZ/GrossReceiptsAmt0126590
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt051979
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt051625
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051625
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY MARC ARMSTRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOYCE CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010767
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05407
IRS990EZ/OtherExpensesTotalAmt063274
IRS990EZ/OtherRevenueTotalAmt03172
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICE TO THE COMMUNITY AND WORLD
IRS990EZ/PrintingPublicationsPostageAmt074
IRS990EZ/ProgramServiceRevenueAmt057370
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AUCTION PROCEEDS ARE USED PRIMARILY TO PROVIDE COLLEGE SCHOLARSHIPS TO NEEDY INDIVIDUALS. THEY ARE ALSO USED TO PROVIDE SUPPORT TO OTHER NON-PROFIT COMMUNITY PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS AT MCNEESE STATE UNIVERSITY BY INCREASING OUR DONATION TO THE MCNEESE FOUNDATION'S ENDOWED SCHOLARSHIP FUND. WE CURRENTLY ASSIST APPROXIMATELY SIXTEED DESERVING STUDENTS ABBUALLY. NO PERSON RELATED TO A ROTARY CLUB MEMBER CAN QUALIFY FOR THESE SCHOLARSHIPS. PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS AT SOWELA TECHNICAL COMMUMITY COLLEGE BY INCREASING OUR DONATION TO THE SOWELA FOUNDATION'S ENDOWED SCHOLARSHIP FUND. WE CURRENTLY ASSIST APPROXIMATELY TWELVE DESERVING STUDENTS ANNUALLY. NO PERSON RELATED TO A ROTARY CLUB MEMBER CAN QUALIFY FOR THESE SCHOLARSHIPS. WE CURRENTLY DONATE TO THE ROTARY INTERNATIONAL FOUNDATION. THIS MONEY SUPPORTS THE MANY WORLDWIDE ROTARY PROJECTS SUCH AS THE ERADICATION OF POLIO, VARIOUS HUMANITARIAN GRANTS, ETC. WE HAVE NO WAY OF KNOWING THE MANY PEOPLE WHOSE LIVES ARE TOUCHED BY THESE MONIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051396
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0114744
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0LA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0114744
IRS990EZ/TotalProgramServiceExpensesAmt0114744
IRS990EZ/TotalRevenueAmt0126590
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0GLCROTARY6200.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BULLETIN ADVERTISEMENTS 1,800 MISCELLANEOUS INCOME 859 WEEKLY RAFFLE PROCEEDS 513 TOTAL 3,172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MCNEESE STATE UNIVERSITY FOUNDATION 4205 RYAN STREET LAKE CHARLES, LA 70605 10,000 0 0 SOWELA FOUNDATION 3820 SENATOR J. BENNETT JOHNSTON AV LAKE CHARLES, LA 70605 10,000 0 0 ROTARY FOUNDATION OF ROTARY INTERNA 1560 SHERMAN AVENUE EVANSTON, IL 60201-3698 20,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES CLUB BULLETIN 1,363 DISTRICT ASSEMBLY & TRAINING 244 DISTRICT CONFERENCE EXPENSE 1,594 MEAL COSTS 27,763 BOARD & COMMITTEE MEETINGS 1,204 AWARDS BANQUET 3,607 PINS, BADGES, & NEW MEMBE 145 POST OFFICE BOX 60 ADVERTISING & PROMOTION 200 BANK FEES 58 DISTRICT DUES 2,065 RI DUES 4,388 FLOWERS & GIFTS 42 GIFT TO OUTGOING PRESIDEN 250 GSE EXPENSES 1,840 CLUB SOCIALS/CELEBRATIONS 501 AUCTION EXPENSE 6,289 TURKEY TROT EXPENSES 2,989 FOOTBALL POOL PAYOUT 1,500 CLUB SIGNS & BANNERS 24 CREDIT CARD FEES 597 CLUB SOFTWARE EXPENSE 1,095 ADJUST MEMBER ACCOUNTS 5,456 TOTAL 63,274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 10,767 5,407 DEPRECIABLE ASSETS 1,239 1,239 LESS ACCUMULATED DEPRECIATION 1,239 1,239 TOTAL 10,767 5,407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS AT MCNEESE STATE UNIVERSITY BY INCREASING OUR DONATION TO THE MCNEESE FOUNDATION'S ENDOWED SCHOLARSHIP FUND. WE CURRENTLY ASSIST APPROXIMATELY SIXTEED DESERVING STUDENTS ABBUALLY. NO PERSON RELATED TO A ROTARY CLUB MEMBER CAN QUALIFY FOR THESE SCHOLARSHIPS. PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS AT SOWELA TECHNICAL COMMUMITY COLLEGE BY INCREASING OUR DONATION TO THE SOWELA FOUNDATION'S ENDOWED SCHOLARSHIP FUND. WE CURRENTLY ASSIST APPROXIMATELY TWELVE DESERVING STUDENTS ANNUALLY. NO PERSON RELATED TO A ROTARY CLUB MEMBER CAN QUALIFY FOR THESE SCHOLARSHIPS. WE CURRENTLY DONATE TO THE ROTARY INTERNATIONAL FOUNDATION. THIS MONEY SUPPORTS THE MANY WORLDWIDE ROTARY PROJECTS SUCH AS THE ERADICATION OF POLIO, VARIOUS HUMANITARIAN GRANTS, ETC. WE HAVE NO WAY OF KNOWING THE MANY PEOPLE WHOSE LIVES ARE TOUCHED BY THESE MONIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE CLARKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03374741616
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10GREATER LAKE CHARLES ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0726040982
ReturnHeader/Filer/PhoneNum03374741616
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 4753
ReturnHeader/Filer/USAddress/City0LAKE CHARLES
ReturnHeader/Filer/USAddress/State0LA
ReturnHeader/Filer/USAddress/ZIPCode070606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201438377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DOUGLAS R COOLEY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 4753
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LAKE CHARLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0706064753
ReturnHeader/PreparerPersonGrp/PhoneNum03374741771
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J JARREAU CPA
ReturnHeader/ReturnTs02015-01-15T08:21:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings