Civic Intelligence

Cary Rotary Charitable Foundation

EIN 46-0673530 • 501(c)3 • Cary, NC

Profile

The cary rotary charitable foundation exists to improve the lives of the residents of cary, nc community.

PO Box 111Cary, NC 27512-0111

www.thecaryrotaryclub.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

14th percentile

-76%

Higher net margin than 14% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

NTEE B82 • <$500k nonprofits • Source year 2025

Asset Growth

13th percentile

-32%

Faster asset growth than 13% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-21%

Faster revenue growth than 32% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$61,323

Down $28,820 (-32%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$61,323

Down $28,820 (-32%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$37,738

Down $9,763 (-21%) from 2024

Expenses

Up

$66,558

Up $30,058 (+82%) from 2024

Net Income

Down

-$28,820

Down $39,821 (-362%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$100K$50K$0Assets 2013: $67,740Liabilities 2013: $0Net Assets 2013: $67,7402013Assets 2014: $73,449Liabilities 2014: $0Net Assets 2014: $73,4492014Assets 2015: $55,949Liabilities 2015: $1,0002015Assets 2016: $51,312Liabilities 2016: $02016Assets 2017: $58,451Net Assets 2017: $58,4512017Assets 2018: $69,065Net Assets 2018: $69,0652018Assets 2019: $59,977Net Assets 2019: $59,9772019Assets 2020: $66,510Liabilities 2020: $6,533Net Assets 2020: $59,9772020Assets 2021: $70,135Liabilities 2021: $13,960Net Assets 2021: $56,1752021Assets 2022: $96,248Liabilities 2022: $13,701Net Assets 2022: $82,5472022Assets 2023: $86,412Liabilities 2023: $7,270Net Assets 2023: $79,1422023Assets 2024: $90,143Net Assets 2024: $90,1432024Assets 2025: $61,323Net Assets 2025: $61,3232025

Highlighted filing

2025

Assets$61,323
Liabilities-
Net Assets$61,323
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

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

$100K$50K$0-$50KRevenue 2013: $76,769Expenses 2013: $59,029Net Income 2013: $17,7402013Revenue 2014: $86,760Expenses 2014: $81,051Net Income 2014: $5,7092014Revenue 2015: $29,934Expenses 2015: $48,434Net Income 2015: -$18,5002015Revenue 2016: $36,419Expenses 2016: $40,056Net Income 2016: -$3,6372016Revenue 2017: $34,860Expenses 2017: $27,721Net Income 2017: $7,1392017Revenue 2018: $40,820Expenses 2018: $30,206Net Income 2018: $10,6142018Revenue 2019: $41,920Expenses 2019: $41,970Net Income 2019: -$502019Revenue 2020: $38,779Expenses 2020: $38,779Net Income 2020: $02020Revenue 2021: $52,590Expenses 2021: $56,392Net Income 2021: -$3,8022021Revenue 2022: $45,847Expenses 2022: $19,475Net Income 2022: $26,3722022Revenue 2023: $43,470Expenses 2023: $46,875Net Income 2023: -$3,4052023Revenue 2024: $47,501Expenses 2024: $36,500Net Income 2024: $11,0012024Revenue 2025: $37,738Expenses 2025: $66,558Net Income 2025: -$28,8202025

Highlighted filing

2025

Revenue$37,738
Expenses$66,558
Net Income-$28,820
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,323
Liabilities
-
Net assets
$61,323
Revenue
$37,738
Expenses
$66,558
Net income
-$28,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$61.3$61.3$37.7$66.6$28.8
2024Detailed filing. Detailed filing data is available for this year.$90.1$90.1$47.5$36.5$11.0
2023Detailed filing. Detailed filing data is available for this year.$86.4$7.27$79.1$43.5$46.9$3.41
2022Detailed filing. Detailed filing data is available for this year.$96.2$13.7$82.5$45.8$19.5$26.4
2021Detailed filing. Detailed filing data is available for this year.$70.1$14.0$56.2$52.6$56.4$3.80
2020Detailed filing. Detailed filing data is available for this year.$66.5$6.53$60.0$38.8$38.8$0.00
2019Detailed filing. Detailed filing data is available for this year.$60.0$60.0$41.9$42.0$0.05
2018Detailed filing. Detailed filing data is available for this year.$69.1$69.1$40.8$30.2$10.6
2017Detailed filing. Detailed filing data is available for this year.$58.5$58.5$34.9$27.7$7.14
2016Summary only. Only limited summary data is available for this year.$51.3$0.00$36.4$40.1$3.64
2015Summary only. Only limited summary data is available for this year.$55.9$1.00$29.9$48.4$18.5
2014Detailed filing. Detailed filing data is available for this year.$73.4$0.00$73.4$86.8$81.1$5.71
2013Summary only. Only limited summary data is available for this year.$67.7$0.00$67.7$76.8$59.0$17.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 28, 2025
Return Version
2024v5.0
Gross Receipts
$47,872
Mission and Program Overview

Mission

The cary rotary charitable foundation exists to improve the lives of the residents of cary, nc community.

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS WERE MADE FOR LOCAL AND INTERNATIONAL HUMANITARIAN PROJECTS AND SCHOLARSHIPS TO DESERVING RISING COLLEGE FRESHMEN.$65,750$65,750
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROD BROOKSPresident-$0--
CAMILLE HEDRICKVice Preside-$0--
SCOTT SCHNEIDERTreasurer-$0--
BETH VANDABoard Member-$0--
TRAVIS COLOPYSecretary-$0--
BRUCE HOWELLBoard Member-$0--
ANDY FERRELLBoard Member-$0--
NEIL LAGARDEBoard Member-$0--
VAN STARLINGBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chili Dinner$45,874---
Total Events$45,874-$10,134$-10,134
Filing and Contact Details

Filer

Filer Name
Cary Rotary Charitable Foundation
EIN
46-0673530
Phone
9196080063
Address
PO BOX 111, CARY, NC 27512-0111

Signing Officer

Name
Rod Brooks
Title
President
Phone
9196080063
Signed
2025-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Joyce and Company CPA
Address
104 BRADY CT, CARY, NC 27511
Preparer
Shelton M Ennis CPA
Phone
9194660946
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: kirk of kildaire presbyterian churc address: 200 high meadow drive cary, nc 27511 cash contribution: 31,000”

Form 990-ez, Part II, Line 24

“Due from affiliate 1,928 1,928 total 1,928 1,928”

Form 990-ez, Part III

“The cary rotary charitable foundation exists to improve the lives of the residents of cary, nc community.”

Raw XML Appendix166 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/PhoneNum09194154240
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 111
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027512
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088215
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28820
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0808
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt065750
IRS990EZ/GrossReceiptsAmt047872
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt01829
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090143
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROD BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAMILLE HEDRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETH VANDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRAVIS COLOPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRUCE HOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDY FERRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NEIL LAGARDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VAN STARLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01928
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01928
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CARY ROTARY CHARITABLE FOUNDATION EXISTS TO IMPROVE THE LIVES OF THE RESIDENTS OF CARY, NC COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS WERE MADE FOR LOCAL AND INTERNATIONAL HUMANITARIAN PROJECTS AND SCHOLARSHIPS TO DESERVING RISING COLLEGE FRESHMEN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010134
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10134
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066558
IRS990EZ/TotalProgramServiceExpensesAmt065750
IRS990EZ/TotalRevenueAmt037738
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THECARYROTARYCLUB.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046043
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060938
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0265765
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01829
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03216
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05045
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt040336
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98140
IRS990ScheduleA/PublicSupportPY170Pct00.98800
IRS990ScheduleA/PublicSupportTotal170Amt0265765
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046043
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054886
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0265765
IRS990ScheduleA/TotalSupportAmt0270810
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt045874
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt045874
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010134
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHILI DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010134
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010134
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045874
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: KIRK OF KILDAIRE PRESBYTERIAN CHURC ADDRESS: 200 HIGH MEADOW DRIVE CARY, NC 27511 CASH CONTRIBUTION: 31,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE FROM AFFILIATE 1,928 1,928 TOTAL 1,928 1,928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CARY ROTARY CHARITABLE FOUNDATION EXISTS TO IMPROVE THE LIVES OF THE RESIDENTS OF CARY, NC COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROD BROOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09196080063
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARY ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0CARY
ReturnHeader/Filer/EIN0460673530
ReturnHeader/Filer/PhoneNum09196080063
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 111
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0275120111
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562202813
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 BRADY CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027511
ReturnHeader/PreparerPersonGrp/PhoneNum09194660946
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELTON M ENNIS CPA
ReturnHeader/ReturnTs02025-07-30T14:38:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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