Civic Intelligence

Cary Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2022 • EIN 46-0673530

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

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

(919) 415-4240

Siviq Scores

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

Liabilities / Assets

91st percentile

0.14x

Higher debt load relative to assets than 91% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

0.30x

Higher debt load relative to revenue than 91% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Net Margin

81st percentile

58%

Higher net margin than 81% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Asset Growth

86th percentile

37%

Faster asset growth than 86% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

40th percentile

-13%

Faster revenue growth than 40% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$96,248

Up $26,113 (+37%) from 2021

Net Assets

Up

$82,547

Up $26,372 (+47%) from 2021

Liabilities

Down

$13,701

Down $259 (-1.9%) from 2021

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin81st percentile

Revenue

Down

$45,847

Down $6,743 (-13%) from 2021

Expenses

Down

$19,475

Down $36,917 (-65%) from 2021

Net Income

Up

$26,372

Up $30,174 (+794%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2022

Assets$96,248
Liabilities$13,701
Net Assets$82,547
Open 2022 Filing

Operations Trend

Revenue Growth40th 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

2022

Revenue$45,847
Expenses$19,475
Net Income$26,372
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.0
Gross Receipts
$58,074
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.$19,000$19,000
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT SCHNEIDERVice Preside-$0--
REGINALD SCALESPresident-$0--
HOWARD MANNINGSecretary-$0--
LEON ABBASDirector-$0--
PAT HUDSONDirector-$0--
JAMES LOVEJOYTreasurer-$0--
GAYLE CABRERADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$17,835$7,285-$7,285
Chili Dinner$34,770$1,520-$1,520
Total Events$52,605$8,805$12,227$-3,422
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
Treasurer
Signed
2023-05-12
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 II, Line 26

“Due to affiliate 13,960 13,701”

Form 990-ez, Part III

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

Raw XML Appendix162 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REGINALD SCALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOWARD MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEON ABBAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAT HUDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES LOVEJOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GAYLE CABRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-3422
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THECARYROTARYCLUB.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt049269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044964
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046895
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHILI DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUE TO AFFILIATE 13,960 13,701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CARY ROTARY CHARITABLE FOUNDATION EXISTS TO IMPROVE THE LIVES OF THE RESIDENTS OF CARY, NC COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LOVEJOY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
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/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/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELTON M ENNIS CPA
ReturnHeader/ReturnTs02023-05-12T10:39:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOVEJOY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,248
Liabilities
$13,701
Net assets
$82,547
Revenue
$45,847
Expenses
$19,475
Net income
$26,372
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