Civic Intelligence

Greater Lake Charles Rotary Club

990EZ • Fiscal year 2015 • EIN 72-6040982

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

23rd percentile

-9.7%

Higher net margin than 23% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-27%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$37,925

Down $13,700 (-27%) from 2014

Net Assets

Down

$37,925

Down $13,700 (-27%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$141,383

Up $14,793 (+12%) from 2014

Expenses

Up

$155,083

Up $40,339 (+35%) from 2014

Net Income

Down

-$13,700

Down $25,546 (-216%) from 2014

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

2015

Assets$37,925
Liabilities$0
Net Assets$37,925

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

2015

Revenue$141,383
Expenses$155,083
Net Income-$13,700
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$141,383
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.$65,206$155,083
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
FRANK WEBBPresident-$0--
JOYCE CLARKEExecutive Tr-$0--
Filing and Contact Details

Filer

Filer Name
Greater Lake Charles Rotary Club
EIN
72-6040982
Phone
3374741616
Address
P O BOX 4753, LAKE CHARLES, LA 70606

Signing Officer

Name
Joyce Clarke
Title
Executive Treasurer
Phone
3374741616
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Douglas R Cooley CPA LLC
Address
PO BOX 4753, LAKE CHARLES, LA 70606-4753
Preparer
James J Jarreau CPA
Phone
3374741771
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Bulletin advertisements 1,800 weekly raffle proceeds 707 miscellaneous income 125 total 2,632

Form 990-ez, Part I, Line 10

Mcneese state university foundation 4205 ryan street lake charles, la 70605 12,500 0 0 sowela foundation 3820 senator j. Bennett johnston av lake charles, la 70605 12,500 0 0 rotary foundation of rotary interna 1560 sherman avenue evanston, il 60201-3698 20,476 0 0 miscellaneous donations p. O. Box 1245 lake charles, la 70602 9,026 0 0

Form 990-ez, Part I, Line 16

Expenses club bulletin 1,362 district assembly & training 1,625 district conference expense 1,127 meal costs 27,572 board & committee meetings 1,166 awards banquet 3,502 pins, badges, & new membe 417 post office box 62 advertising & promotion 442 bank fees 57 district dues 2,100 ri dues 4,550 flowers & gifts 134 miscellaneous expense 335 gift to outgoing presiden 250 gse expenses 1,675 club socials/celebrations 2,405 auction expense 18,970 turkey trot expenses 3,809 football pool payout 1,250 raffle ticket expense 12,000 international conference 3,000 web service 357 credit card fees 231 club software expense 449 adjust member accounts 984 total 89,831

Form 990-ez, Part II, Line 24

Accounts receivable 5,407 8,808 depreciable assets 1,239 0 less accumulated depreciation 1,239 0 total 5,407 8,808

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 Appendix105 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/PersonNm0JOYCE CLARKE
IRS990EZ/BooksInCareOfDetail/PhoneNum03374741636
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 5545
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE CHARLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070605
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046218
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029117
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13700
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051625
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037925
IRS990EZ/GrantsAndSimilarAmountsPaidAmt065206
IRS990EZ/GrossReceiptsAmt0141383
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt079
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043505
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051625
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037925
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051625
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037925
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANK WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOYCE CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05407
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08808
IRS990EZ/OtherExpensesTotalAmt089831
IRS990EZ/OtherRevenueTotalAmt02632
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICE TO THE COMMUNITY AND WORLD
IRS990EZ/PrintingPublicationsPostageAmt046
IRS990EZ/ProgramServiceRevenueAmt095167
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/GrantsAndAllocationsAmt065206
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0155083
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0LA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0155083
IRS990EZ/TotalProgramServiceExpensesAmt0155083
IRS990EZ/TotalRevenueAmt0141383
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0GLCROTARY6200.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BULLETIN ADVERTISEMENTS 1,800 WEEKLY RAFFLE PROCEEDS 707 MISCELLANEOUS INCOME 125 TOTAL 2,632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MCNEESE STATE UNIVERSITY FOUNDATION 4205 RYAN STREET LAKE CHARLES, LA 70605 12,500 0 0 SOWELA FOUNDATION 3820 SENATOR J. BENNETT JOHNSTON AV LAKE CHARLES, LA 70605 12,500 0 0 ROTARY FOUNDATION OF ROTARY INTERNA 1560 SHERMAN AVENUE EVANSTON, IL 60201-3698 20,476 0 0 MISCELLANEOUS DONATIONS P. O. BOX 1245 LAKE CHARLES, LA 70602 9,026 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES CLUB BULLETIN 1,362 DISTRICT ASSEMBLY & TRAINING 1,625 DISTRICT CONFERENCE EXPENSE 1,127 MEAL COSTS 27,572 BOARD & COMMITTEE MEETINGS 1,166 AWARDS BANQUET 3,502 PINS, BADGES, & NEW MEMBE 417 POST OFFICE BOX 62 ADVERTISING & PROMOTION 442 BANK FEES 57 DISTRICT DUES 2,100 RI DUES 4,550 FLOWERS & GIFTS 134 MISCELLANEOUS EXPENSE 335 GIFT TO OUTGOING PRESIDEN 250 GSE EXPENSES 1,675 CLUB SOCIALS/CELEBRATIONS 2,405 AUCTION EXPENSE 18,970 TURKEY TROT EXPENSES 3,809 FOOTBALL POOL PAYOUT 1,250 RAFFLE TICKET EXPENSE 12,000 INTERNATIONAL CONFERENCE 3,000 WEB SERVICE 357 CREDIT CARD FEES 231 CLUB SOFTWARE EXPENSE 449 ADJUST MEMBER ACCOUNTS 984 TOTAL 89,831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 5,407 8,808 DEPRECIABLE ASSETS 1,239 0 LESS ACCUMULATED DEPRECIATION 1,239 0 TOTAL 5,407 8,808
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/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER LAKE CHARLES ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0726040982
ReturnHeader/Filer/PhoneNum03374741616
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 4753
ReturnHeader/Filer/USAddress/CityNm0LAKE CHARLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201438377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGLAS R COOLEY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 4753
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE CHARLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0706064753
ReturnHeader/PreparerPersonGrp/PhoneNum03374741771
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J JARREAU CPA
ReturnHeader/ReturnTs02015-11-11T08:49:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings