Civic Intelligence

Cary Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2024 • EIN 46-0673530

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 27, 2024

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

(919) 608-0063

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

61st percentile

23%

Higher net margin than 61% of similar nonprofits.

2024 filings • NTEE B82 • <$500k nonprofits • Source year 2024

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.

2024 filings • NTEE B82 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

4.3%

Faster asset growth than 56% of similar nonprofits.

2024 filings • NTEE B82 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

9.3%

Faster revenue growth than 55% of similar nonprofits.

2024 filings • NTEE B82 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$90,143

Up $3,731 (+4.3%) from 2023

Net Assets

Up

$90,143

Up $11,001 (+14%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$47,501

Up $4,031 (+9.3%) from 2023

Expenses

Down

$36,500

Down $10,375 (-22%) from 2023

Net Income

Up

$11,001

Up $14,406 (+423%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2024

Assets$90,143
Liabilities-
Net Assets$90,143
Open 2024 Filing

Operations Trend

Revenue Growth55th 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

2024

Revenue$47,501
Expenses$36,500
Net Income$11,001
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 27, 2024
Return Version
2023v5.0
Gross Receipts
$71,430
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.$36,000$36,000
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROD BROOKSPresident-$0--
CAMILLE HEDRICKVice Preside-$0--
SCOTT SCHNEIDERTreasurer-$0--
BETH VANDAAsst. Treasu-$0--
TRAVIS COLOPYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$25,235$5,680-$5,680
Chili Dinner$42,979$1,596-$1,596
Total Events$68,214$7,276$23,929$-16,653
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
Scott Schneider
Title
Treasurer
Phone
9196080063
Signed
2024-09-27
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 24

“Due from affiliate 0 1,928 total 0 1,928”

Form 990-ez, Part II, Line 26

“DUE TO AFFILIATE 7,270 0”

Form 990-ez, Part III

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

Raw XML Appendix157 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/PersonNm0SCOTT SCHNEIDER
IRS990EZ/BooksInCareOfDetail/PhoneNum09194154240
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 111
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027512
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086412
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088215
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt060938
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011001
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086412
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt036000
IRS990EZ/GrossReceiptsAmt071430
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt03216
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079142
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090143
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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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/PersonNm0ROD BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAMILLE HEDRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETH VANDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRAVIS COLOPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST. TREASU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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/GrantsAndAllocationsAmt036000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023929
IRS990EZ/SpecialEventsNetIncomeLossAmt0-16653
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07270
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036500
IRS990EZ/TotalProgramServiceExpensesAmt036000
IRS990EZ/TotalRevenueAmt047501
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THECARYROTARYCLUB.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060938
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt049269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt044964
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0264686
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03216
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03216
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt051101
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98800
IRS990ScheduleA/PublicSupportPY170Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt0264686
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060938
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054886
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt044964
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0264686
IRS990ScheduleA/TotalSupportAmt0267902
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt060938
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt041383
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt019555
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023929
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHILI DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011044
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011044
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042979
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025235
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt01596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07276
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-16653
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt012885
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUE FROM AFFILIATE 0 1,928 TOTAL 0 1,928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO AFFILIATE 7,270 0
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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SCHNEIDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09196080063
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-27
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
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELTON M ENNIS CPA
ReturnHeader/ReturnTs02024-10-04T09:48:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,143
Liabilities
-
Net assets
$90,143
Revenue
$47,501
Expenses
$36,500
Net income
$11,001
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