Civic Intelligence

Crabtree Rotary Foundation

990EZ • Fiscal year 2013 • EIN 26-0230014

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 14, 2013

Organization Profile
115 Summerview Lane27518
Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

73rd percentile

40%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

49th percentile

5.7%

Faster revenue growth than 49% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$52,811

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

Net Assets

Up

$52,811

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

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin91st 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

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$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 Growth49th percentile

Revenue, expenses, and net income across loaded years, with this 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
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
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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
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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
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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
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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