Civic Intelligence

Cary-Grove Rotary Charitable Fund

990EZ • Fiscal year 2011 • EIN 36-4116864

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 09, 2011

Organization ProfileN/A
445 Park Avenue60013
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

85th percentile

29%

Higher net margin than 85% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$362,445

No earlier filing loaded for comparison.

Net Assets

$362,445

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

$53,494

No earlier filing loaded for comparison.

Expenses

$37,812

No earlier filing loaded for comparison.

Net Income

$15,682

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2011: $362,445Net Assets 2011: $362,4452011Assets 2012: $388,168Net Assets 2012: $388,1682012Assets 2013: $395,850Net Assets 2013: $395,8502013Assets 2015: $407,330Net Assets 2015: $407,3302015Assets 2016: $411,733Net Assets 2016: $411,7332016Assets 2018: $345,175Net Assets 2018: $345,1752018Assets 2019: $343,027Net Assets 2019: $343,0272019Assets 2020: $331,503Net Assets 2020: $331,5032020Assets 2021: $378,315Net Assets 2021: $378,3152021Assets 2022: $447,599Net Assets 2022: $447,5992022Assets 2023: $441,460Net Assets 2023: $441,4602023Assets 2024: $436,940Net Assets 2024: $436,9402024Assets 2025: $435,116Net Assets 2025: $435,1162025

Highlighted filing

2011

Assets$362,445
Liabilities-
Net Assets$362,445
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $53,494Expenses 2011: $37,812Net Income 2011: $15,6822011Revenue 2012: $46,955Expenses 2012: $21,232Net Income 2012: $25,7232012Revenue 2013: $28,005Expenses 2013: $20,323Net Income 2013: $7,6822013Revenue 2015: $37,173Expenses 2015: $33,925Net Income 2015: $3,2482015Revenue 2016: $47,410Expenses 2016: $43,007Net Income 2016: $4,4032016Revenue 2018: $56,009Expenses 2018: $123,309Net Income 2018: -$67,3002018Revenue 2019: $53,687Expenses 2019: $55,835Net Income 2019: -$2,1482019Revenue 2020: $41,484Expenses 2020: $53,008Net Income 2020: -$11,5242020Revenue 2021: $86,218Expenses 2021: $39,405Net Income 2021: $46,8132021Revenue 2022: $104,955Expenses 2022: $35,672Net Income 2022: $69,2832022Revenue 2023: $30,291Expenses 2023: $36,430Net Income 2023: -$6,1392023Revenue 2024: $59,964Expenses 2024: $64,484Net Income 2024: -$4,5202024Revenue 2025: $57,622Expenses 2025: $59,447Net Income 2025: -$1,8252025

Highlighted filing

2011

Revenue$53,494
Expenses$37,812
Net Income$15,682
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 9, 2011
Return Version
2010v3.2
Mission and Program Overview

Mission

The organization's primary exempt purpose is to participate in charitable and educational activities to benefit the community as well as contribute to charitable and educational international programs sponsored by the rotary foundation and rotary international.

Filing and Contact Details

Filer

EIN
36-4116864
Raw XML Appendix202 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/OfficerDirectorTrusteeKeyEmpl/Compensation00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Gil Gulbrandson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Susan Maifield
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Linda Trexler
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Joseph Trexler
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Patrick Flanagan
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Robert D Blumberg
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Treasurer
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal0757
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0The organization's primary exempt purpose is to participate in charitable and educational activities to benefit the community as well as contribute to charitable and educational international and domestic programs sponsored by the Rotary Foundation of Rotary International.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0International Service - Participation in Rotary District Youth Exchange Program, Rotary District Group Study Exchange Program. Participated in Polio Plus Program of Rotary Foundation, designed to eliminate polio throughout the world, provide support to Music and Cultural School in Rio Grande do Sul, Brazil.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1Vocational service - provide annual scholarships to high school seniors, including vocational, Rotary youth leadership awards.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2Community service - various projects in the community, ie. Community food pantry, literacy, center for autism, educational and cultural, community recreation council support high school Interact Club and college level Rotoract Club.
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses08815
IRS990EZ/SpecialEventsNetIncomeLoss019425
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10445 Park Avenue
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Cary
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0IL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0600132748
IRS990EZ/TheBooksAreInCareOf/NamePerson0Robert D Blumberg
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08476393060
IRS990EZ/TotalAssets/BOY0346763
IRS990EZ/TotalAssets/EOY0362445
IRS990EZ/TotalExpenses037812
IRS990EZ/TotalRevenue053494
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear02837
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year07213
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years05108
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years03115
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years052341
IRS990ScheduleA/GiftsGrantsContribReceived170/Total070614
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear030952
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IRS990ScheduleA/GrossInvestmentIncome170/Total067755
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
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IRS990ScheduleA/PublicSupportPertcentage17000.51030
IRS990ScheduleA/PublicSupportPertcentPriorYear00.34850
IRS990ScheduleA/PublicSupportTotal170070614
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IRS990ScheduleA/Total170/Total070614
IRS990ScheduleA/TotalSupport0138369
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent10200
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal0200
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents08815
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IRS990ScheduleG/EventsInformation/NameOfEvent10Silent Auction
IRS990ScheduleG/EventsInformation/NetIncomeSummary019425
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent102401
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents02401
IRS990ScheduleO/GeneralExplanation/Explanation0Annual Report Fee $10
IRS990ScheduleO/GeneralExplanation/Explanation1Investment Fees $12
IRS990ScheduleO/GeneralExplanation/Explanation2Attorney General Fee $15
IRS990ScheduleO/GeneralExplanation/Explanation3Bank & Credit Card Charges $25
IRS990ScheduleO/GeneralExplanation/Explanation4Fruit for sale $195
IRS990ScheduleO/GeneralExplanation/Explanation5Interact T shirtts $500
IRS990ScheduleO/GeneralExplanation/Explanation6Class of Activity: Annual Giving | Donee's Name: Rotary Foundation | Donee's Address: 14280 Collections Center Drive Chicago, IL 60693 | Cash Amount Given: $6000
IRS990ScheduleO/GeneralExplanation/Explanation7Client Note 1 - Selection of recipients of scholarshipsScholarships are presented annually to graduating seniors of Cary-Grove High School or, on occasion, other deserving individuals. The number and amounts vary, depending on funds available for the purpose. One scholarship is funded by a grant from Thomas Decker (see above) and the others from funds available. The selection of recipients is made by a committee selected from the Rotary Club of Cary-Grove membership. Cary-Grove High School sets aside three nights for local service organizations to see, listen to a short presentation and interview 300 or more candidates for academic and vocational scholarships. Rotary's criteria for selection is based on need, ability, character and community involvement. Age, sex or sexual orientation, race and religion are not considered in the selection.Unusual DonationsThe Fund received an unusual donation in 2005 from Thomas Decker, a long time member of the Rotary Club, to endow a scholarship fund, the income thereon to present a scholarship to graduating high school seniors. These funds are designated funds and are held in a Certificate of Deposit at Charter One Bank of Cary and are to remain intact. Only the income is to be used to fund the scholarship. The intention is also to limit the amount of the scholarship to allow the principal to grow and provide the ability to give a larger or possibly more scholarships in years to come. No scholarship was presented in the first three years of receipt of this endowment to allow the fund to increase. This scholarship is a four year scholarship of $5,000, the money to be distributed at the rate of $1,250 per year. The recipients are High School seniors, selected by a committee made up of members of the board. Mr. Decker is not a member of that board and has no input into the selection. Since this was an unusual donation and consists of designated/restricted funds, it is our belief that it should not affect our status as a public charity. All other money received by the Charitable Fund are used to fund various charitable activities, including community, vocational, international and Rotary Foundation programs such as the Polio Plus Campaign, International Youth Exchange and Rotary's well-known Ambassadorial Scholarships.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 10.16
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference6Grants and Similar Amounts Paid In Excess of $5,000.16
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0364116864
ReturnHeader/Filer/Name/BusinessNameLine10Cary-Grove Rotary Charitable Fund
ReturnHeader/Filer/NameControl0CARY
ReturnHeader/Filer/Phone08476393060
ReturnHeader/Filer/USAddress/AddressLine10445 Park Avenue
ReturnHeader/Filer/USAddress/City0Cary
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060013
ReturnHeader/Officer/DateSigned02011-11-09
ReturnHeader/Officer/Name0Susan Maifield
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Robert D Blumberg CPA Ltd
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1010 West Main Street Ste 201A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Cary
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0600132868
ReturnHeader/Preparer/Name0Robert D Blumberg
ReturnHeader/Preparer/Phone08476393060
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-11-09T08:38:07-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$362,445
Liabilities
-
Net assets
$362,445
Revenue
$53,494
Expenses
$37,812
Net income
$15,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$4.35$0.58$0.59$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$4.37$0.60$0.64$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$4.41$0.30$0.36$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$4.48$1.05$0.36$0.69
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$3.78$0.86$0.39$0.47
2020Detailed filing. Detailed filing data is available for this year.$3.32$3.32$0.41$0.53$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$3.43$0.54$0.56$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$3.45$0.56$1.23$0.67
2016Detailed filing. Detailed filing data is available for this year.$4.12$4.12$0.47$0.43$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.07$4.07$0.37$0.34$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$3.96$0.28$0.20$0.08
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$3.88$0.47$0.21$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$3.62$0.53$0.38$0.16