Civic Intelligence

Greater Lake Charles Rotary Club

990EZ • Fiscal year 2016 • EIN 72-6040982

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 02, 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

41st percentile

-0.1%

Higher net margin than 41% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

11%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$37,785

Down $140 (-0.4%) from 2015

Net Assets

Down

$37,785

Down $140 (-0.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$157,442

Up $16,059 (+11%) from 2015

Expenses

Up

$157,582

Up $2,499 (+1.6%) from 2015

Net Income

Up

-$140

Up $13,560 (+99%) from 2015

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

2016

Assets$37,785
Liabilities$0
Net Assets$37,785

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

2016

Revenue$157,442
Expenses$157,582
Net Income-$140
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$157,442
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.$66,457$157,582
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
HARTNER KLUMPPresident-$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
2016-11-02
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

Bulletin advertisements 1,800 weekly raffle proceeds 603 total 2,403

Form 990-ez, Part I, Line 10

Mcneese state university foundation 4205 ryan street lake charles, la 70605 15,000 0 0 sowela foundation 3820 senator j. Bennett johnston av lake charles, la 70605 15,000 0 0 rotary foundation of rotary interna 1560 sherman avenue evanston, il 60201-3698 17,400 0 0 lake charles symphony p. O. Box 3102 lake charles, la 70602 5,064 0 0 boy scouts of america 304 dr. Michael debakey drive lake charles, la 70601 5,250 0 0

Form 990-ez, Part I, Line 16

Expenses pins, badges, & new membe 237 awards/installation banqu 4,357 bank fees 33 board/committee meetings 1,023 gifts and floral 114 club bulletin expense 1,369 club socials/celebrations 3,386 credit card expense 196 district assembly/trainin 1,701 district conference expen 1,649 gift to outgoing presiden 250 international conf expens 3,000 meal costs 27,140 miscellaneous expense 313 post office box 66 advertising & promotion 1,605 software expense 149 travel expense 3,000 district dues 4,554 ri dues 2,100 auction expense 20,747 turkey trot expenses 1,870 football pool payout 1,125 raffle ticket expense 11,000 total 90,984

Form 990-ez, Part II, Line 24

Accounts receivable 8,808 8,056 depreciable assets 0 0 phf contributions 0 150 total 8,808 8,206

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 Appendix106 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE CHARLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070605
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE TR
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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/GrantsAndAllocationsAmt066457
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IRS990EZ/WebsiteAddressTxt0GLCROTARY6200.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BULLETIN ADVERTISEMENTS 1,800 WEEKLY RAFFLE PROCEEDS 603 TOTAL 2,403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MCNEESE STATE UNIVERSITY FOUNDATION 4205 RYAN STREET LAKE CHARLES, LA 70605 15,000 0 0 SOWELA FOUNDATION 3820 SENATOR J. BENNETT JOHNSTON AV LAKE CHARLES, LA 70605 15,000 0 0 ROTARY FOUNDATION OF ROTARY INTERNA 1560 SHERMAN AVENUE EVANSTON, IL 60201-3698 17,400 0 0 LAKE CHARLES SYMPHONY P. O. BOX 3102 LAKE CHARLES, LA 70602 5,064 0 0 BOY SCOUTS OF AMERICA 304 DR. MICHAEL DEBAKEY DRIVE LAKE CHARLES, LA 70601 5,250 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES PINS, BADGES, & NEW MEMBE 237 AWARDS/INSTALLATION BANQU 4,357 BANK FEES 33 BOARD/COMMITTEE MEETINGS 1,023 GIFTS AND FLORAL 114 CLUB BULLETIN EXPENSE 1,369 CLUB SOCIALS/CELEBRATIONS 3,386 CREDIT CARD EXPENSE 196 DISTRICT ASSEMBLY/TRAININ 1,701 DISTRICT CONFERENCE EXPEN 1,649 GIFT TO OUTGOING PRESIDEN 250 INTERNATIONAL CONF EXPENS 3,000 MEAL COSTS 27,140 MISCELLANEOUS EXPENSE 313 POST OFFICE BOX 66 ADVERTISING & PROMOTION 1,605 SOFTWARE EXPENSE 149 TRAVEL EXPENSE 3,000 DISTRICT DUES 4,554 RI DUES 2,100 AUCTION EXPENSE 20,747 TURKEY TROT EXPENSES 1,870 FOOTBALL POOL PAYOUT 1,125 RAFFLE TICKET EXPENSE 11,000 TOTAL 90,984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 8,808 8,056 DEPRECIABLE ASSETS 0 0 PHF CONTRIBUTIONS 0 150 TOTAL 8,808 8,206
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/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03374741616
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-02
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ReturnHeader/Filer/PhoneNum03374741616
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS R COOLEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-02T10:03:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings