Civic Intelligence

Medi-Rec Foundation Inc C/O Gina Cleary

990PF • Fiscal year 2020 • EIN 06-6182480

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 15, 2021

306 Lyndenbury DrApex, NC 27502

(203) 969-4195

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

62nd percentile

13%

Higher net margin than 62% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$4,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

63%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$286,731

Up $694 (+0.2%) from 2019

Net Assets

Up

$286,631

Up $5,094 (+1.8%) from 2019

Liabilities

Down

$100

Down $4,400 (-98%) from 2019

Revenue

Up

$39,208

Up $15,190 (+63%) from 2019

Expenses

Up

$34,114

Up $3,426 (+11%) from 2019

Net Income

Up

$5,094

Up $11,764 (+176%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $423,503Liabilities 2011: $02011Assets 2012: $453,504Liabilities 2012: $0Net Assets 2012: $453,5042012Assets 2013: $446,516Liabilities 2013: $0Net Assets 2013: $446,5162013Assets 2014: $471,419Liabilities 2014: $0Net Assets 2014: $471,4192014Assets 2015: $418,109Liabilities 2015: $0Net Assets 2015: $418,1092015Assets 2016: $308,007Liabilities 2016: $0Net Assets 2016: $308,0072016Assets 2017: $298,447Liabilities 2017: $0Net Assets 2017: $298,4472017Assets 2018: $288,207Liabilities 2018: $0Net Assets 2018: $288,2072018Assets 2019: $286,037Liabilities 2019: $4,500Net Assets 2019: $281,5372019Assets 2020: $286,731Liabilities 2020: $100Net Assets 2020: $286,6312020Assets 2021: $296,208Liabilities 2021: $22,100Net Assets 2021: $274,1012021Assets 2022: $285,622Liabilities 2022: $500Net Assets 2022: $285,1222022Assets 2023: $274,724Liabilities 2023: $0Net Assets 2023: $274,7242023Assets 2024: $267,085Liabilities 2024: $2,265Net Assets 2024: $264,8202024

Highlighted filing

2020

Assets$286,731
Liabilities$100
Net Assets$286,631

Operations Trend

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

$50K$0-$50KRevenue 2011: $2,905Expenses 2011: $42,310Net Income 2011: -$39,4052011Expenses 2012: $32,8902012Revenue 2013: $14,577Expenses 2013: $40,419Net Income 2013: -$25,8422013Revenue 2014: $20,271Expenses 2014: $35,899Net Income 2014: -$15,6282014Revenue 2015: $16,362Expenses 2015: $38,897Net Income 2015: -$22,5352015Revenue 2016: $24,288Expenses 2016: $35,512Net Income 2016: -$11,2242016Revenue 2017: $22,864Expenses 2017: $32,424Net Income 2017: -$9,5602017Revenue 2018: $25,790Expenses 2018: $36,030Net Income 2018: -$10,2402018Revenue 2019: $24,018Expenses 2019: $30,688Net Income 2019: -$6,6702019Revenue 2020: $39,208Expenses 2020: $34,114Net Income 2020: $5,0942020Revenue 2021: $23,484Expenses 2021: $36,184Net Income 2021: -$12,7002021Revenue 2022: $37,529Expenses 2022: $26,515Net Income 2022: $11,0142022Revenue 2023: $26,283Expenses 2023: $36,681Net Income 2023: -$10,3982023Revenue 2024: $27,757Expenses 2024: $37,661Net Income 2024: -$9,9042024

Highlighted filing

2020

Revenue$39,208
Expenses$34,114
Net Income$5,094
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 15, 2021
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GINA CLEARYPresidentPT$4,500-$4,500
CAROL PICCAROVice Pres.PT$0--
MICHAEL VON OEHSENSecretaryPT$0--
DONNA VON OEHSENDirectorPT$0--
JANICE VON OEHSENDirectorPT$0--
DAVID VON OEHSENDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Medi-rec Foundation Inc
EIN
06-6182480
Address
306 LYNDENBURY DR, APEX, NC 27502

Signing Officer

Name
Gina Cleary
Title
President
Signed
2021-02-15

Preparer

Firm
Horowitz & Ullmann Pc
Address
232 MADISON AVE SUITE 1200, NEW YORK, NY 10016-2928
Preparer
Stewart Hung
Phone
2125323736
Raw XML AppendixShowing 400 of 457 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.064881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.063788
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0354
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0421729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0438094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt030215
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt029861
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt030215
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt820000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1050
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ANNUAL DONATION (UNRESTRICTED)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ANNUAL DONATION (UNRESTRICTED)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1A PLACE AT THE TABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALZHEIMER'S ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ANNUAL CATHOLIC APPEAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DANA FARBER CANCER INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5NEW CANAAN LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SPECIAL OLYMPICS NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7MOUNT ST MICHAEL ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8FORDHAM UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9ACTIVATE GOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11SAINT ANNE'S SHRINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 N PEARTREE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 26205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2225 N MICHIGAN AVE FL17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 639322 BAA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt410 BROOKLINE PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5151 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 27728
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt74300 MURDOCK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 417762
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91053 E WHITAKER MILL ROA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO BOX 26205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO BOX 280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW CANAAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11ISLE MOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345263
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd627611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710466
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd802241
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd927604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1027611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1105463
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0100
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026850
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.67$0.02$2.65$0.28$0.38$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.26$0.37$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.01$2.85$0.38$0.27$0.11
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.96$0.22$2.74$0.23$0.36$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.39$0.34$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.05$2.82$0.24$0.31$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.26$0.36$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.23$0.32$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.24$0.36$0.11
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.18$0.00$4.18$0.16$0.39$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.20$0.36$0.16
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.47$0.00$4.47$0.15$0.40$0.26
2012Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.33
2011Summary only. Only limited summary data is available for this year.$4.24$0.00$0.03$0.42$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits