Civic Intelligence

Rodney a Mccarty Memorial Fund

990EZ • Fiscal year 2016 • EIN 72-1540608

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 29, 2017

Organization ProfileN/A
4343 Skywalker DriveSomis, CA 93066

(805) 485-2536

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

6.5%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

212%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$246,647

Up $15,151 (+6.5%) from 2015

Net Assets

Up

$246,647

Up $15,151 (+6.5%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin85th percentile

Revenue

Up

$27,310

Up $18,563 (+212%) from 2015

Expenses

Up

$18,690

Up $1,867 (+11%) from 2015

Net Income

Up

$8,620

Up $16,696 (+207%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2014: $237,113Net Assets 2014: $237,1132014Assets 2015: $231,496Net Assets 2015: $231,4962015Assets 2016: $246,647Liabilities 2016: $0Net Assets 2016: $246,6472016Assets 2017: $269,798Liabilities 2017: $0Net Assets 2017: $269,7982017Assets 2018: $238,711Net Assets 2018: $238,7112018Assets 2019: $210,369Net Assets 2019: $210,3692019Assets 2020: $228,490Net Assets 2020: $228,4902020Assets 2021: $223,449Net Assets 2021: $223,4492021Assets 2022: $165,326Net Assets 2022: $165,3262022Assets 2023: $144,472Net Assets 2023: $144,4722023Assets 2024: $147,251Net Assets 2024: $147,2512024Assets 2025: $152,834Net Assets 2025: $152,8342025

Highlighted filing

2016

Assets$246,647
Liabilities$0
Net Assets$246,647
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2014: $28,198Expenses 2014: $13,887Net Income 2014: $14,3112014Revenue 2015: $8,747Expenses 2015: $16,823Net Income 2015: -$8,0762015Revenue 2016: $27,310Expenses 2016: $18,690Net Income 2016: $8,6202016Revenue 2017: $29,701Expenses 2017: $16,242Net Income 2017: $13,4592017Revenue 2018: $2,189Expenses 2018: $15,580Net Income 2018: -$13,3912018Revenue 2019: $17,253Expenses 2019: $63,209Net Income 2019: -$45,9562019Revenue 2020: $536Expenses 2020: $12,201Net Income 2020: -$11,6652020Revenue 2021: $16,473Expenses 2021: $11,330Net Income 2021: $5,1432021Revenue 2022: -$9,172Expenses 2022: $18,284Net Income 2022: -$27,4562022Revenue 2023: $10,596Expenses 2023: $17,875Net Income 2023: -$7,2792023Revenue 2024: $406Expenses 2024: $14,400Net Income 2024: -$13,9942024Revenue 2025: $4,715Expenses 2025: $14,937Net Income 2025: -$10,2222025

Highlighted filing

2016

Revenue$27,310
Expenses$18,690
Net Income$8,620
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 29, 2017
Return Version
2016v3.0
Gross Receipts
$69,798
Mission and Program Overview

Mission

To provide scholarships for education.

Program Services

DescriptionGrantsExpenses
Scholarship were paid to High School students in financial need.$16,500-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL MCCARTYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourn.$30,118$30,118$13,205$16,913
Total Events$30,118$30,118$13,205$16,913
Filing and Contact Details

Filer

Filer Name
Rodney a Mccarty Memorial Fund
EIN
72-1540608
Phone
8054852536
Address
4343 SKYWALKER DRIVE, SOMIS, CA 93066

Signing Officer

Name
Carol Mccarty
Title
Director
Signed
2017-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Mitchell Packler & Co
Address
27201 Tourney Road Suite 201, Valencia, CA 91355-1804
Preparer
Mitchell B Packler CPA
Phone
6612555670
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $62”

Other Expenses.1

“Scholarships $16500”

Other Expenses.2

“Broker fees $1874”

Other Expenses.3

“Permits $173”

Other Expenses.4

“Bank fee $81”

Other Assets.1

“Deposit - Beginning $0 Deposit - Ending $1000”

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL MCCARTY
IRS990EZ/BooksInCareOfDetail/PhoneNum08054852536
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04343 SKYWALKER DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOMIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093066
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0231496
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0245647
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt029283
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08620
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0231496
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0246647
IRS990EZ/FundraisingGrossIncomeAmt030118
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0741
IRS990EZ/GrossReceiptsAmt069798
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt09156
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0231496
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0246647
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0231496
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0246647
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL MCCARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherChangesInNetAssetsAmt06531
IRS990EZ/OtherExpensesTotalAmt018690
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide scholarships for education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship were paid to High School students in financial need.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt030024
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013205
IRS990EZ/SpecialEventsNetIncomeLossAmt016913
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018690
IRS990EZ/TotalProgramServiceExpensesAmt016500
IRS990EZ/TotalRevenueAmt027310
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016220
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09156
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07886
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08603
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09706
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09107
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt044458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0147081
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09156
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07886
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08603
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09706
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt044458
IRS990ScheduleA/InvestmentIncomeCYPct00.21400
IRS990ScheduleA/InvestmentIncomePYPct00.20040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78600
IRS990ScheduleA/PublicSupportPY509Pct00.79960
IRS990ScheduleA/PublicSupportTotal509Amt0163301
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030618
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030531
IRS990ScheduleA/Total509Grp/TotalAmt0163301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039638
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0207759
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013205
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tourn.
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030118
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016913
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013205
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013205
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Poker tournamnent
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholarships $16500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Broker fees $1874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Permits $173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank fee $81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Deposit - Beginning $0 Deposit - Ending $1000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL MCCARTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RODNEY A MCCARTY MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0RODN
ReturnHeader/Filer/EIN0721540608
ReturnHeader/Filer/PhoneNum08054852536
ReturnHeader/Filer/USAddress/AddressLine1Txt04343 SKYWALKER DRIVE
ReturnHeader/Filer/USAddress/CityNm0SOMIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mitchell Packler & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027201 Tourney Road Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Valencia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913551804
ReturnHeader/PreparerPersonGrp/PhoneNum06612555670
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mitchell B Packler CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-29T14:23:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,647
Liabilities
$0
Net assets
$246,647
Revenue
$27,310
Expenses
$18,690
Net income
$8,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.53$1.53$0.05$0.15$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$1.47$0.00$0.14$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$1.44$0.11$0.18$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$1.65$0.09$0.18$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$2.23$0.16$0.11$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$2.28$0.01$0.12$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.10$2.10$0.17$0.63$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$2.39$0.02$0.16$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.30$0.16$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.27$0.19$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.31$2.31$0.09$0.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.37$2.37$0.28$0.14$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits