Civic Intelligence

Cary-Kildaire Rotary Club

EIN 56-2026642 • 501(c)3 • Cary, NC

Profile

To sponsor and conduct fund raising events and to solicit funds to finance foundation programs, primarily to provide scholarships for students attending a four year university or a community college program. Additionally to provide support for local, national and international humanitarian programs.

PO Box 1406Cary, NC 27512

www.caryrotaryclub.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

23rd percentile

-26%

Higher net margin than 23% 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

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

60th percentile

12%

Faster revenue growth than 60% of similar nonprofits.

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

Assets

Down

$133,963

Down $16,558 (-11%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$133,963

Down $16,558 (-11%) from 2024

Revenue

Up

$64,093

Up $6,868 (+12%) from 2024

Expenses

Up

$81,071

Up $2,473 (+3.1%) from 2024

Net Income

Up

-$16,978

Up $4,395 (+21%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $180,707Liabilities 2011: $856Net Assets 2011: $179,8512011Assets 2012: $179,179Liabilities 2012: $1,135Net Assets 2012: $178,0442012Assets 2013: $154,657Liabilities 2013: $3,144Net Assets 2013: $151,5132013Assets 2014: $201,662Liabilities 2014: $10,641Net Assets 2014: $191,0212014Assets 2015: $202,970Liabilities 2015: $5,337Net Assets 2015: $197,6332015Assets 2016: $239,151Liabilities 2016: $32,2252016Assets 2017: $232,597Liabilities 2017: $4,865Net Assets 2017: $227,7322017Assets 2018: $239,131Liabilities 2018: $549Net Assets 2018: $238,5822018Assets 2019: $249,113Net Assets 2019: $249,1132019Assets 2020: $183,114Net Assets 2020: $183,1142020Assets 2021: $164,480Net Assets 2021: $164,4802021Assets 2022: $157,781Net Assets 2022: $157,7812022Assets 2023: $156,191Net Assets 2023: $156,1912023Assets 2024: $150,521Net Assets 2024: $150,5212024Assets 2025: $133,963Net Assets 2025: $133,9632025

Highlighted filing

2025

Assets$133,963
Liabilities-
Net Assets$133,963

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $41,593Expenses 2011: $48,101Net Income 2011: -$6,5082011Revenue 2012: $38,575Expenses 2012: $40,520Net Income 2012: -$1,9452012Revenue 2013: $41,605Expenses 2013: $68,136Net Income 2013: -$26,5312013Revenue 2014: $58,687Expenses 2014: $60,851Net Income 2014: -$2,1642014Revenue 2015: $95,160Expenses 2015: $52,698Net Income 2015: $42,4622015Revenue 2016: $90,418Expenses 2016: $88,373Net Income 2016: $2,0452016Revenue 2017: $69,853Expenses 2017: $56,676Net Income 2017: $13,1772017Revenue 2018: $61,478Expenses 2018: $53,538Net Income 2018: $7,9402018Revenue 2019: $75,891Expenses 2019: $65,040Net Income 2019: $10,8512019Revenue 2020: $49,090Expenses 2020: $106,029Net Income 2020: -$56,9392020Revenue 2021: $41,665Expenses 2021: $72,570Net Income 2021: -$30,9052021Revenue 2022: $84,713Expenses 2022: $72,292Net Income 2022: $12,4212022Revenue 2023: $71,981Expenses 2023: $81,593Net Income 2023: -$9,6122023Revenue 2024: $57,225Expenses 2024: $78,598Net Income 2024: -$21,3732024Revenue 2025: $64,093Expenses 2025: $81,071Net Income 2025: -$16,9782025

Highlighted filing

2025

Revenue$64,093
Expenses$81,071
Net Income-$16,978

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.64$0.81$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.57$0.79$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.72$0.82$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.58$1.58$0.85$0.72$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.42$0.73$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.83$1.83$0.49$1.06$0.57
2019Detailed filing. Detailed filing data is available for this year.$2.49$2.49$0.76$0.65$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.39$0.01$2.39$0.61$0.54$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.05$2.28$0.70$0.57$0.13
2016Summary only. Only limited summary data is available for this year.$2.39$0.32$0.90$0.88$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.05$1.98$0.95$0.53$0.42
2014Detailed filing. Detailed filing data is available for this year.$2.02$0.11$1.91$0.59$0.61$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.03$1.52$0.42$0.68$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.01$1.78$0.39$0.41$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.01$1.80$0.42$0.48$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 8, 2025
Return Version
2024v5.0
Gross Receipts
$111,742
Mission and Program Overview

Mission

To sponsor and conduct fund raising events and to solicit funds to finance foundation programs, primarily to provide scholarships for students attending a four year university or a community college program. Additionally to provide support for local, national and international humanitarian programs.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS TO UNIVERSITY AND COMMUNITY COLLEGE STUDENTS.$28,500$28,500
INTERNATIONAL SERVICE PROJECTS AND CONTRIBUTIONS.$22,868$22,868
COMMUNITY SERVICE PROJECTS AND CONTRIBUTIONS.$20,659$20,659
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN FIRLETDirector-$0--
ROBERT COHENDirector-$0--
MANUEL ALEXPresident El-$0--
TOM FINIGANSecretary-$0--
JOE PALUMBOPresident-$0--
RUSS ANDREWSTreasurer-$0--
BJ COPELANDDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$40,924-$8,684-
Total Events$40,924-$8,684$-8,684
Filing and Contact Details

Filer

Filer Name
Cary-kildaire Rotary Club
EIN
56-2026642
Phone
9194660946
Address
PO BOX 1406, CARY, NC 27512

Signing Officer

Name
Russ Andrews
Title
Treasurer
Signed
2025-10-08

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: 28,500

Form 990-ez, Part I, Line 16

Expenses bank charges 595 dues and subscriptions 1,183 supplies 6,816 total 8,594

Form 990-ez, Part I, Line 20

Change in investment values 420

Form 990-ez, Part II, Line 24

Accounts receivable 2,585 2,585 total 2,585 2,585

Form 990-ez, Part III

To sponsor and conduct fund raising events and to solicit funds to finance foundation programs, primarily to provide scholarships for students attending a four year university or a community college program. Additionally to provide support for local, national and international humanitarian programs.

Raw XML Appendix186 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 28,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 595 DUES AND SUBSCRIPTIONS 1,183 SUPPLIES 6,816 TOTAL 8,594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN INVESTMENT VALUES 420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 2,585 2,585 TOTAL 2,585 2,585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO SPONSOR AND CONDUCT FUND RAISING EVENTS AND TO SOLICIT FUNDS TO FINANCE FOUNDATION PROGRAMS, PRIMARILY TO PROVIDE SCHOLARSHIPS FOR STUDENTS ATTENDING A FOUR YEAR UNIVERSITY OR A COMMUNITY COLLEGE PROGRAM. ADDITIONALLY TO PROVIDE SUPPORT FOR LOCAL, NATIONAL AND INTERNATIONAL HUMANITARIAN PROGRAMS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
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