Civic Intelligence

Cary Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2018 • EIN 46-0673530

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

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

(919) 446-1216

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

66th percentile

26%

Higher net margin than 66% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • NTEE B82 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

17%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$69,065

Up $10,614 (+18%) from 2017

Net Assets

Up

$69,065

Up $10,614 (+18%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Up

$40,820

Up $5,960 (+17%) from 2017

Expenses

Up

$30,206

Up $2,485 (+9.0%) from 2017

Net Income

Up

$10,614

Up $3,475 (+49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2018

Assets$69,065
Liabilities-
Net Assets$69,065
Open 2018 Filing

Operations Trend

Revenue Growth67th 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

2018

Revenue$40,820
Expenses$30,206
Net Income$10,614
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.3
Gross Receipts
$56,331
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.$29,618$29,618
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F RONALD STANTONSecretary-$0--
JOHN RIGSBEETreasurer-$0--
JAMES LOVEJOYPresident-$0--
LEON ABBASAt Large Director-$0--
HOWARD MANNINGVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$13,540$4,990-$4,990
Chili Dinner$41,615$4,390-$4,390
Total Events$55,155$9,380$15,511$-6,131
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
James Lovejoy
Title
President
Signed
2019-04-30
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

“Cash contribution: 29,618”

Form 990-ez, Part II, Line 24

“Accounts receivable 2,612 0 due from affiliate 0 9,038 total 2,612 9,038”

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/PersonNm0CAROLYN WASDELL
IRS990EZ/BooksInCareOfDetail/PhoneNum09194461216
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 111
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027512
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055839
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060027
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt046895
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010614
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0588
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058451
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069065
IRS990EZ/FundraisingGrossIncomeAmt09380
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029618
IRS990EZ/GrossReceiptsAmt056331
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt056
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058451
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069065
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069065
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0F RONALD STANTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN RIGSBEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES LOVEJOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEON ABBAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOWARD MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AT LARGE DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02612
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09038
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029618
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029618
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015511
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6131
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030206
IRS990EZ/TotalProgramServiceExpensesAmt029618
IRS990EZ/TotalRevenueAmt040820
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THECARYROTARYCLUB.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt042832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt046470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0191421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0153
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt099
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0244
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0572
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt09380
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99700
IRS990ScheduleA/PublicSupportPY170Pct00.99590
IRS990ScheduleA/PublicSupportTotal170Amt0191421
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042832
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt046470
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014464
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0191421
IRS990ScheduleA/TotalSupportAmt0191993
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt045775
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt037225
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt08550
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015511
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHILI DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05975
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05975
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055155
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09380
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6131
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt09536
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 29,618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 2,612 0 DUE FROM AFFILIATE 0 9,038 TOTAL 2,612 9,038
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LOVEJOY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0275120111
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01ED8EE132ABAA46F54363FFFC87311FEA16A1AE2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01ED8EE132ABAA46F54363FFFC87311FEA16A1AE2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.106.192.70
ReturnHeader/FilingSecurityInformation/IPDt02019-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:13:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562202813
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOYCE AND COMPANY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 BRADY CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027511
ReturnHeader/PreparerPersonGrp/PhoneNum09194660946
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELTON M ENNIS CPA
ReturnHeader/ReturnTs02019-05-08T10:13:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,065
Liabilities
-
Net assets
$69,065
Revenue
$40,820
Expenses
$30,206
Net income
$10,614
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