Civic Intelligence

Crabtree Rotary Foundation

EIN 26-0230014 • 501(c)3

115 Summerview Lane27518
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.00x

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

NTEE P20 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

67th percentile

0.00x

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

NTEE P20 • <$500k nonprofits • Source year 2013

Net Margin

84th percentile

52%

Higher net margin than 84% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

75th percentile

40%

Faster asset growth than 75% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

54th percentile

5.7%

Faster revenue growth than 54% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$52,811

Up $15,059 (+40%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

Up

$52,811

Up $15,059 (+40%) from 2012

Operations
Liabilities / Revenue67th percentileNet Margin84th percentile

Revenue

Up

$29,150

Up $1,561 (+5.7%) from 2012

Expenses

Down

$14,091

Down $4,027 (-22%) from 2012

Net Income

Up

$15,059

Up $5,588 (+59%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2010: $27,048Liabilities 2010: $0Net Assets 2010: $27,0482010Assets 2011: $28,281Liabilities 2011: $0Net Assets 2011: $28,2812011Assets 2012: $37,752Liabilities 2012: $0Net Assets 2012: $37,7522012Assets 2013: $52,811Liabilities 2013: $0Net Assets 2013: $52,8112013

Highlighted filing

2013

Assets$52,811
Liabilities$0
Net Assets$52,811
Open 2013 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0Revenue 2010: $27,983Expenses 2010: $13,821Net Income 2010: $14,1622010Revenue 2011: $3,698Expenses 2011: $2,465Net Income 2011: $1,2332011Revenue 2012: $27,589Expenses 2012: $18,118Net Income 2012: $9,4712012Revenue 2013: $29,150Expenses 2013: $14,091Net Income 2013: $15,0592013

Highlighted filing

2013

Revenue$29,150
Expenses$14,091
Net Income$15,059
Open 2013 Filing

Filings

Most recent year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$52,811
Liabilities
$0
Net assets
$52,811
Revenue
$29,150
Expenses
$14,091
Net income
$15,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.8$0.00$52.8$29.2$14.1$15.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$0.00$37.8$27.6$18.1$9.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$0.00$28.3$3.70$2.47$1.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.0$0.00$27.0$28.0$13.8$14.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 14, 2013
Return Version
2012v2.1
Filing and Contact Details

Filer

EIN
26-0230014
Raw XML Appendix158 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY037752
IRS990EZ/CashSavingsAndInvestments/EOY022118
IRS990EZ/ContributionsGiftsGrantsEtc023950
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear015059
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts029150
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome0883
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY037752
IRS990EZ/NetAssetsOrFundBalancesBOY037752
IRS990EZ/NetAssetsOrFundBalances/EOY052811
IRS990EZ/NetAssetsOrFundBalancesEOY052811
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JOHN MCNEILL HOLMES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JEFFREY HOBART
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MATT VAUGHN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3CHRIS RATTE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4SHAUN ADAMS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4TREASURER
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY030693
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal014091
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THE FOUNDATION IS ORGANIZED TO PROMOTE AND SUPPORT HEALTHCARE, EDUCATION, AND GENERAL WELFARE OF UNDERPRIVILEGED CHILDREN AND ADULTS AND PROMOTE THE GOALS OF ROTARY INTERNATIONAL.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE FOUNDATION ORGANIZES AND PROMOTES ACTIVITIES THAT WILL INVOLVE FAMILIES AND UNDERPRIVILEGED CHILDREN. CURRENTLY THE FOUNDATION SUPPORTS A PROJECT WITH THE CITY OF RALEIGH, NORTH CAROLINA, WHERE CHILDREN WILL HAVE THE OPPORTUNITY TO PARTICIPATE IN ACTIVITIES AT A CITY PARK.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses09399
IRS990EZ/ProgramServiceRevenue04317
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101101 HAYNES STREET SUITE 100
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0RALEIGH
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0276041455
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10SHAUN ADAMS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09195712598
IRS990EZ/TotalAssets/BOY037752
IRS990EZ/TotalAssets/EOY052811
IRS990EZ/TotalExpenses014091
IRS990EZ/TotalProgramServiceExpenses09399
IRS990EZ/TotalRevenue029150
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal042132
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear023950
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year026750
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years01198
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years015318
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years013100
IRS990ScheduleA/GiftsGrantsContribReceived170/Total080316
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0883
IRS990ScheduleA/GrossInvestmentIncome170/Total0883
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc034881
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.47030
IRS990ScheduleA/PublicSupportPertcentPriorYear00.46570
IRS990ScheduleA/PublicSupportTotal170038184
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear023950
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year026750
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years01198
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years015318
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years013100
IRS990ScheduleA/Total170/Total080316
IRS990ScheduleA/TotalSupport081199
IRS990ScheduleO/GeneralExplanation/Explanation0DIVIDEND INCOME 883..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: CONTRIBUTIONS. AMOUNT: 4,500. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 9,399. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 192. TOTAL TO FORM 990-EZ, LINE 16: 14,091.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 30,693.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0260230014
ReturnHeader/Filer/Name/BusinessNameLine10CRABTREE ROTARY FOUNDATION
ReturnHeader/Filer/NameControl0CRAB
ReturnHeader/Filer/Phone09197823444
ReturnHeader/Filer/USAddress/AddressLine10115 SUMMERVIEW LANE
ReturnHeader/Filer/USAddress/City0CARY
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027518
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0ALEJANDRO A AVILA
ReturnHeader/Officer/Phone09197823444
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-11-14
ReturnHeader/PreparerFirm/EIN0561031342
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WILLIAMS OVERMAN PIERCE LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102501 ATRIUM DR SUITE 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0RALEIGH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode027607
ReturnHeader/Preparer/Name0JAMES B PIERCE
ReturnHeader/Preparer/Phone09197823444
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T08:38:49-06:00

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