Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
Greater Lake Charles Rotary Club
990EZ • Fiscal year 2020 • EIN 72-6040982
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
59th percentile
Higher debt load relative to revenue than 59% of similar nonprofits.
Net Margin
18th percentile
Higher net margin than 18% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
12th percentile
Faster revenue growth than 12% of similar nonprofits.
Balance Sheet
Assets
Down$48,741
Down $16,797 (-26%) from 2019
Net Assets
Down$48,521
Down $15,850 (-25%) from 2019
Liabilities
Down$220
Down $947 (-81%) from 2019
Revenue And Expenses
Revenue
Down$49,648
Down $121,972 (-71%) from 2019
Expenses
Down$65,498
Down $97,067 (-60%) from 2019
Net Income
Down-$15,850
Down $24,905 (-275%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Nov 12, 2020
- Return Version
- 2019v5.1
- Gross Receipts
- $49,648
Mission and Program Overview
Mission
Provide service to the community & world
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TAMMY TRUAX | President | - | $0 | - | - |
| PATRICIA PHILMON | Executive Club Officer | - | $0 | - | - |
| MARK HEBERT | President Elect | - | $0 | - | - |
| MICHAEL G BEER | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Greater Lake Charles Rotary Club
- EIN
- 72-6040982
- Address
- PO BOX 4753, LAKE CHARLES, LA 70606
Signing Officer
- Name
- Patricia Philman
- Title
- Executive Club
- Phone
- 3374374742
- Signed
- 2020-11-12
- Discuss with paid preparer
- No
Preparer
- Firm
- Douglas R Cooley CPA LLC
- Address
- PO BOX 4753, Lake Charles, LA 70606
- Preparer
- Kathryn C Carpenter
- Phone
- 3374741771
Supplemental Narrative
Additional Explanations
Description of other revenue Part I line 8
“Description amountmember supplies reimbursed 175miscellaneous income 3,500”
List of grants and similar amounts paid Part I line 10
“Grantee rotary foundation of ri street 1560 sherman avenue city, state, zip evanston, il 60201-2698amount 1,850grantee mcneese foundation street 4205 ryan street city, state, zip lake charles, la 70605grantee sowela foundation street 3820 senator j. Bennett johnston avcity, state, zip lake charles, la 70605grantee miscellaneous donation street p, o, biox 1245 city, state, zip lake charles, la 70605amount 12,764grantee calcasieu womens shelter street 601 w 18th street city, state, zip lake charles, la 70601grantee rise against hunger street 3733 national drive, suite 200 city, state, zip raleigh, nc 27612”
Description of other expenses Part I line 16
“Description amountdues paid to ri 6,200dues paid to district 6200 2,680awards and installation banquet 199badges, pins, & new member kits 246board & committee meetings 697gifts & flowers 126club parties ^ celebrations 2,682credit card expense 149bank fees 319bad debts 636web service 349travel expense 319meal costs 24,642miscellaneous expense 8,364p o box 217printing & stationary 468”
Description of other assets Part II line 24
“Category beginning of year end of yearaccounts receivable 15,297 17,928phf contributions 0 600”
Description of total liabilities Part II line 26
“Category beginning of year end of yeargrants received from ri 1,102 84meeting raffle payable 65 135rounding 0 1”
Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | GREATER LAKE CHARLES ROTARY CLUB |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3372144383 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 4753 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LAKE CHARLES |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | LA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 70606 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 50241 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 30213 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1650 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -15850 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2591 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 65538 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 48741 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 14614 |
| IRS990EZ/GrossReceiptsAmt | 0 | 49648 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 38378 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 64371 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 48521 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 64371 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 48521 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TAMMY TRUAX |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | PATRICIA PHILMON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARK HEBERT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MICHAEL G BEER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | EXECUTIVE CLUB OFFICER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 15297 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 18528 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 48293 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 3675 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDE SERVICE TO THE COMMUNITY & WORLD |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 5945 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | LA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1167 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 220 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 65498 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 49648 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION AMOUNTMEMBER SUPPLIES REIMBURSED 175MISCELLANEOUS INCOME 3,500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | GRANTEE ROTARY FOUNDATION OF RI STREET 1560 SHERMAN AVENUE CITY, STATE, ZIP EVANSTON, IL 60201-2698AMOUNT 1,850GRANTEE MCNEESE FOUNDATION STREET 4205 RYAN STREET CITY, STATE, ZIP LAKE CHARLES, LA 70605GRANTEE SOWELA FOUNDATION STREET 3820 SENATOR J. BENNETT JOHNSTON AVCITY, STATE, ZIP LAKE CHARLES, LA 70605GRANTEE MISCELLANEOUS DONATION STREET P, O, BIOX 1245 CITY, STATE, ZIP LAKE CHARLES, LA 70605AMOUNT 12,764GRANTEE CALCASIEU WOMENS SHELTER STREET 601 W 18TH STREET CITY, STATE, ZIP LAKE CHARLES, LA 70601GRANTEE RISE AGAINST HUNGER STREET 3733 NATIONAL DRIVE, SUITE 200 CITY, STATE, ZIP RALEIGH, NC 27612 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION AMOUNTDUES PAID TO RI 6,200DUES PAID TO DISTRICT 6200 2,680AWARDS AND INSTALLATION BANQUET 199BADGES, PINS, & NEW MEMBER KITS 246BOARD & COMMITTEE MEETINGS 697GIFTS & FLOWERS 126CLUB PARTIES ^ CELEBRATIONS 2,682CREDIT CARD EXPENSE 149BANK FEES 319BAD DEBTS 636WEB SERVICE 349TRAVEL EXPENSE 319MEAL COSTS 24,642MISCELLANEOUS EXPENSE 8,364P O BOX 217PRINTING & STATIONARY 468 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 15,297 17,928PHF CONTRIBUTIONS 0 600 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CATEGORY BEGINNING OF YEAR END OF YEARGRANTS RECEIVED FROM RI 1,102 84MEETING RAFFLE PAYABLE 65 135ROUNDING 0 1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PATRICIA PHILMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE CLUB |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3374374742 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-11-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | GREATER LAKE CHARLES ROTARY CLUB |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | GREA |
| ReturnHeader/Filer/EIN | 0 | 726040982 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 4753 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LAKE CHARLES |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | LA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 70606 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 993A097F3E107A482314DC2BA38E770BE67BA24C |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 993A097F3E107A482314DC2BA38E770BE67BA24C |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 7295842020345yrofgsq |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2020-12-10 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 166.203.179.15 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-12-10 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:21:44 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 201438377 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DOUGLAS R COOLEY CPA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 4753 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Lake Charles |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | LA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 70606 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3374741771 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KATHRYN C CARPENTER |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2020-12-10T16:20:30-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $48,741
- Liabilities
- $220
- Net assets
- $48,521
- Revenue
- $49,648
- Expenses
- $65,498
- Net income
- -$15,850