Civic Intelligence

Cary-Grove Rotary Charitable Fund

990EZ • Fiscal year 2019 • EIN 36-4116864

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 30, 2019

PO Box 645Cary, IL 60013-0645

(224) 489-9734

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

32nd percentile

-4.0%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

-4.1%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$343,027

Down $2,148 (-0.6%) from 2018

Net Assets

Down

$343,027

Down $2,148 (-0.6%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$53,687

Down $2,322 (-4.1%) from 2018

Expenses

Down

$55,835

Down $67,474 (-55%) from 2018

Net Income

Up

-$2,148

Up $65,152 (+97%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$343,027
Liabilities-
Net Assets$343,027

Operations Trend

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

2019

Revenue$53,687
Expenses$55,835
Net Income-$2,148
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 30, 2019
Return Version
2018v3.1
Gross Receipts
$59,533
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.

Program Services

DescriptionGrantsExpenses
VOCATIONAL SERVICE-PROVIDE ANNUAL SCHOLARSHIPS TO HIGH SCHOOL SENIORS, INCLUDING ACADEMIC, VOCATIONAL, ROTARY YOUTH LEADERSHIP AWARDS.$28,550$28,550
SUPPORT LOCAL CHARITABLE ORGANIZATIONS.-$18,228
GRANTS TO ROTARY FOUNDATION THAT COVER ALL AVENUES OF ROTARY SERVICE INCLUDING COMMUNITY, INTERNATIONAL, VOCATIONAL AND YOUTH SERVICE.$5,152$5,152
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHUCK BARRETTPresident-$0--
PATRICK FINLONTreasurer-$0--
SUE MAIFIELDSecretary-$0--
JACK GIELDirector-$0--
DAVID MILLERDirector-$0--
JOE TREXLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Cary-grove Rotary Charitable Fund
EIN
36-4116864
Phone
2244899734
Address
PO BOX 645, CARY, IL 60013-0645

Signing Officer

Name
Patrick Finlon
Title
Treasurer
Phone
2244899734
Signed
2019-08-30
Discuss with paid preparer
Yes

Preparer

Firm
MILLER VERCHOTA INC CPA'S
Address
444 N IL ROUTE 31 SUITE 104, CRYSTAL LAKE, IL 60012
Preparer
Mary R Miller Cpaabv
Phone
8154778000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 28,550

Form 990-ez, Part I, Line 10

Name: rotary foundation address: 14280 collections drive chicago, il 60693 cash contribution: 5,152

Form 990-ez, Part I, Line 16

Expenses office expense 360 donations 18,108 investment fees 53 penalties 1,120 total 19,641

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 international programs sponsored by the rotary foundation and rotary international.

Raw XML Appendix161 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0PATRICK FINLON
IRS990EZ/BooksInCareOfDetail/PhoneNum02244899734
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0600130645
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0345175
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0343027
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2148
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02492
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0345175
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IRS990EZ/FundraisingGrossIncomeAmt013016
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033702
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt030724
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0345175
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0343027
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHUCK BARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICK FINLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUE MAIFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACK GIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOE TREXLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019641
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VOCATIONAL SERVICE-PROVIDE ANNUAL SCHOLARSHIPS TO HIGH SCHOOL SENIORS, INCLUDING ACADEMIC, VOCATIONAL, ROTARY YOUTH LEADERSHIP AWARDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS TO ROTARY FOUNDATION THAT COVER ALL AVENUES OF ROTARY SERVICE INCLUDING COMMUNITY, INTERNATIONAL, VOCATIONAL AND YOUTH SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT LOCAL CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028550
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15152
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028550
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15152
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218228
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05846
IRS990EZ/SpecialEventsNetIncomeLossAmt07170
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055835
IRS990EZ/TotalProgramServiceExpensesAmt051930
IRS990EZ/TotalRevenueAmt053687
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EXCESSIVE INVESTMENT INCOME DUE TO THE SALE OF INVESTMENTS AT A GAIN. CONTRIBUTIONS AND SCHOLARSHIPS EXCEEDED INCOME. ALL INCOME WAS DISTRIBUTED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 17B
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015793
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08379
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt058958
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030724
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028520
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021458
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0131138
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt082236
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.31010
IRS990ScheduleA/PublicSupportPY170Pct00.29760
IRS990ScheduleA/PublicSupportTotal170Amt058958
IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015793
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08470
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010509
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08379
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt058958
IRS990ScheduleA/TotalSupportAmt0190096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 28,550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: ROTARY FOUNDATION ADDRESS: 14280 COLLECTIONS DRIVE CHICAGO, IL 60693 CASH CONTRIBUTION: 5,152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE EXPENSE 360 DONATIONS 18,108 INVESTMENT FEES 53 PENALTIES 1,120 TOTAL 19,641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK FINLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02244899734
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARY-GROVE ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0CARY
ReturnHeader/Filer/EIN0364116864
ReturnHeader/Filer/PhoneNum02244899734
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 645
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0600130645
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F92476F75273E528953B38B4AD5779E32E625158
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F92476F75273E528953B38B4AD5779E32E625158
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.165.50.245
ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:49:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364387304
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER VERCHOTA INC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 N IL ROUTE 31 SUITE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CRYSTAL LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060012
ReturnHeader/PreparerPersonGrp/PhoneNum08154778000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY R MILLER CPAABV
ReturnHeader/ReturnTs02019-11-07T14:49:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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