Cary-Grove Rotary Charitable Fund

990EZ • Fiscal year 2015 • EIN 36-4116864

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 16, 2016

Organization Profile N/A

445 Park AvenueCary, IL 60013-2748

(847) 639-3060

Siviq Scores

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

No value available

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

Source year 2015

No value available

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

Source year 2015

8.7%

Higher net margin than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

1.4%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

15%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$407,330

Up $11,480 (+2.9%) from 2013

Net Assets

$407,330

Up $11,480 (+2.9%) from 2013

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin62nd percentile

Revenue

$37,173

Up $9,168 (+33%) from 2013

Expenses

$33,925

Up $13,602 (+67%) from 2013

Net Income

Down

$3,248

Down $4,434 (-58%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

Highlighted filing

2015

Assets$407,330

Liabilities-

Net Assets$407,330

Open 2015 Filing

Operations Trend

Revenue Growth68th percentile

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

Highlighted filing

2015

Revenue$37,173

Expenses$33,925

Net Income$3,248

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Feb 16, 2016
Return Version: 2014v6.0
Gross Receipts: $51,676

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.

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 internatinal and domestic programs sponsored by the rotary foundation of rotary international.

Program Services

Description	Grants	Expenses
VOCATIONAL SERVICE - PROVIDE ANNUAL SCHOLARSHIPS TO HIGH SCHOOL SENIORS, INCLUDING VOCATIONAL, ROTARY YOUTH LEADERSHIP AWARDS	-	$16,850

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
STEVE CHERVENY	President	-	$0	-	-
ROBERT D BLUMBERG	Treasurer	-	$0	-	-
DAVID MILLER	Immediate Pa	-	$0	-	-
LINDA TREXLER	Director	-	$0	-	-
SUSAN MAIFIELD	Secretary	-	$0	-	-
GIL GULBRANDSON	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Cary-grove Rotary Charitable Fund
EIN: 36-4116864
Phone: 8476393060
Address: 445 PARK AVENUE, CARY, IL 60013-2748

Signing Officer

Name: Steve Cherveny
Title: President
Phone: 8476393060
Signed: 2016-02-16
Discuss with paid preparer: Yes

Preparer

Firm: Robert D Blumberg CPA Ltd
Address: 445 PARK AVE, CARY, IL 60013-2748
Preparer: Robert D Blumberg
Phone: 8476393060

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Farmers market receipts fees 1,876 total 1,876”

Form 990-ez, Part I, Line 10

“Cary- grove fine arts 50 west three oaks road cary, il 60013 10,000 0 0 scholarships to 13 students 50 west three oaks road cary, il 60013 14,250 0 0”

Form 990-ez, Part I, Line 16

“Expenses farmers market ex;penses 855 rotoract club support 25 cary grove area chamber 400 cary grove crimestoppers 75 annual report fee 10 attorney general fee 15 bank charges 2 total 1,382”

Form 990-ez, Part III

“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 internatinal and domestic programs sponsored by the rotary foundation of rotary international.”

Raw XML Appendix149 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/BusinessName/BusinessNameLine1Txt	0	ROBERT D BLUMBERG CPA LTD
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt	0	ROBERT D BLUMBERG CPA LTD
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8476393060
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	445 PARK AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt	0	445 PARK AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	CARY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	60013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	404082
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	407330
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	8379
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	9378
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	3248
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	404082
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	407330
IRS990EZ/FundraisingGrossIncomeAmt	0	10585
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	8144
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	32543
IRS990EZ/GrossReceiptsAmt	0	51676
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	13314
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	404082
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	407330
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	404082
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	407330
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	STEVE CHERVENY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	ROBERT D BLUMBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	DAVID MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	LINDA TREXLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	SUSAN MAIFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	GIL GULBRANDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	DIRECTOR
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	1382
IRS990EZ/OtherRevenueTotalAmt	0	1876
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	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 INTERNATINAL AND DOMESTIC PROGRAMS SPONSORED BY THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	VOCATIONAL SERVICE - PROVIDE ANNUAL SCHOLARSHIPS TO HIGH SCHOOL SENIORS, INCLUDING VOCATIONAL, ROTARY YOUTH LEADERSHIP AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	16850
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	17522
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	5125
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	5460
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	33925
IRS990EZ/TotalProgramServiceExpensesAmt	0	16850
IRS990EZ/TotalRevenueAmt	0	37173
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	8379
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	10933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	7339
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	27435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	2837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	56923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	21458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	27279
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	11828
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	11872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	30952
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	103389
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt	0	25775
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.35510
IRS990ScheduleA/PublicSupportTotal170Amt	0	56923
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	8379
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	10933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	7339
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	27435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	2837
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	56923
IRS990ScheduleA/TotalSupportAmt	0	160312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	FARMERS MARKET RECEIPTS FEES 1,876 TOTAL 1,876
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	CARY- GROVE FINE ARTS 50 WEST THREE OAKS ROAD CARY, IL 60013 10,000 0 0 SCHOLARSHIPS TO 13 STUDENTS 50 WEST THREE OAKS ROAD CARY, IL 60013 14,250 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	EXPENSES FARMERS MARKET EX;PENSES 855 ROTORACT CLUB SUPPORT 25 CARY GROVE AREA CHAMBER 400 CARY GROVE CRIMESTOPPERS 75 ANNUAL REPORT FEE 10 ATTORNEY GENERAL FEE 15 BANK CHARGES 2 TOTAL 1,382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	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 INTERNATINAL AND DOMESTIC PROGRAMS SPONSORED BY THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEVE CHERVENY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8476393060
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CARY-GROVE ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	CARY
ReturnHeader/Filer/EIN	0	364116864
ReturnHeader/Filer/PhoneNum	0	8476393060
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	445 PARK AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	600132748
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	363769691
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ROBERT D BLUMBERG CPA LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	445 PARK AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	600132748
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8476393060
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ROBERT D BLUMBERG
ReturnHeader/ReturnTs	0	2016-02-16T22:22:44-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $407,330
Liabilities: -
Net assets: $407,330
Revenue: $37,173
Expenses: $33,925
Net income: $3,248

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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