Civic Intelligence

Cary Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2017 • EIN 46-0673530

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 07, 2018

Organization ProfileWWW.THECARYROTARYCLUB.ORG
PO Box 111Cary, NC 27512-0111

(239) 222-4875

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

60th percentile

20%

Higher net margin than 60% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

-4.3%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$58,451

Up $7,139 (+14%) from 2016

Net Assets

$58,451

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Down

$34,860

Down $1,559 (-4.3%) from 2016

Expenses

Down

$27,721

Down $12,335 (-31%) from 2016

Net Income

Up

$7,139

Up $10,776 (+296%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$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

2017

Assets$58,451
Liabilities-
Net Assets$58,451
Open 2017 Filing

Operations Trend

Revenue Growth42nd percentile

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

2017

Revenue$34,860
Expenses$27,721
Net Income$7,139
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 7, 2018
Return Version
2016v3.1
Gross Receipts
$50,257
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 DERVING RISING COLLEGE FRESHMEN.$27,320$27,320
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER WALKERSecretary-$0--
F RONALD STANTONPresident-$0--
JOHN RIGSBEETreasurer-$0--
JAMES LOVEJOYVice Preside-$0--
LEON ABBASAt Large Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$15,337$5,037-$5,037
Chili Dinner$33,190$4,440-$4,440
Total Events$48,527$9,477$15,397$-5,920
Filing and Contact Details

Filer

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

Signing Officer

Name
F Ronald Stanton
Title
President
Signed
2018-02-07
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

“27,320 0 0”

Form 990-ez, Part II, Line 24

“Accounts receivable 7,378 2,612 total 7,378 2,612”

Form 990-ez, Part III

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

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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum02392224875
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTOPHER WALKER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN RIGSBEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES LOVEJOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEON ABBAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AT LARGE DIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07378
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02612
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 DERVING RISING COLLEGE FRESHMEN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027320
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-5920
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027721
IRS990EZ/TotalProgramServiceExpensesAmt027320
IRS990EZ/TotalRevenueAmt034860
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THECARYROTARYCLUB.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt042832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt046470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05985
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0150511
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0153
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0107
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0623
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt09477
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99590
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05985
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IRS990ScheduleA/TotalSupportAmt0151134
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt028750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010300
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015397
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHILI DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05537
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05537
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015337
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05037
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5920
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt09860
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt027,320 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 7,378 2,612 TOTAL 7,378 2,612
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0F RONALD STANTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARY ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0CARY
ReturnHeader/Filer/EIN0460673530
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 111
ReturnHeader/Filer/USAddress/CityNm0CARY
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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/PreparationDt02018-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELTON M ENNIS CPA
ReturnHeader/ReturnTs02018-05-03T10:07:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,451
Liabilities
-
Net assets
$58,451
Revenue
$34,860
Expenses
$27,721
Net income
$7,139
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