Civic Intelligence

Rodney a Mccarty Memorial Fund

990EZ • Fiscal year 2020 • EIN 72-1540608

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 23, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-2176%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

56th percentile

8.6%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-97%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$228,490

Up $18,121 (+8.6%) from 2019

Net Assets

Up

$228,490

Up $18,121 (+8.6%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$536

Down $16,717 (-97%) from 2019

Expenses

Down

$12,201

Down $51,008 (-81%) from 2019

Net Income

Up

-$11,665

Up $34,291 (+75%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th 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: $246,647Net 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: $228,490Liabilities 2020: $0Net 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

2020

Assets$228,490
Liabilities$0
Net Assets$228,490
Open 2020 Filing

Operations Trend

Revenue Growth3rd 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

2020

Revenue$536
Expenses$12,201
Net Income-$11,665
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 23, 2021
Return Version
2020v4.0
Gross Receipts
$171,002
Mission and Program Overview

Mission

To provide scholarships for education.

Program Services

DescriptionGrantsExpenses
Scholarship were paid to High School students in financial need.$9,500-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL MCCARTYDirector-$0--
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
2021-03-23
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“Scholarships $9500”

Other Expenses.2

“Broker fees $2607”

Other Expenses.3

“Bank fee $84”

Other Expenses.4

“Taxes and licenses $10”

Other Assets.1

“Deposit - Beginning $700 Deposit - Ending $700”

Raw XML Appendix143 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/BOYAmt0209669
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0227790
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0170466
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11665
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0210369
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0228490
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-6652
IRS990EZ/GrossReceiptsAmt0171002
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07188
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0210369
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0228490
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0210369
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0228490
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL MCCARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0700
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0700
IRS990EZ/OtherChangesInNetAssetsAmt029786
IRS990EZ/OtherExpensesTotalAmt012201
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/GrantsAndAllocationsAmt09500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0163814
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012201
IRS990EZ/TotalProgramServiceExpensesAmt09500
IRS990EZ/TotalRevenueAmt0536
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: The organizaitons public donations and fundraising events ceased due to Covid restrictions. Prior Year Facts and Circumstances: Primary director and officer was under serious medical treatment, therefore fundraising activities were suspended.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organizations fundraising activities were suspended due to the primary volunteer director/officer's illness and COVID-19 restrictions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01325
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013632
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09156
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt058912
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.02200
IRS990ScheduleA/PublicSupportPY170Pct00.08170
IRS990ScheduleA/PublicSupportTotal170Amt01325
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0325
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01325
IRS990ScheduleA/TotalSupportAmt060237
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships $9500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Broker fees $2607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank fee $84
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Taxes and licenses $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Deposit - Beginning $700 Deposit - Ending $700
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL MCCARTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-23
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/PreparerFirmEIN0954074944
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/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06612555670
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mitchell B Packler CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-23T16:14:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCARTY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$228,490
Liabilities
$0
Net assets
$228,490
Revenue
$536
Expenses
$12,201
Net income
-$11,665
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
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.00$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$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