Civic Intelligence

Cary-Macgregor Rotary Foundation Inc.

990EZ • Fiscal year 2017 • EIN 80-0034324

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

PO Box 452Cary, NC 27512

(919) 880-0965

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

72nd percentile

36%

Higher net margin than 72% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

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.

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Asset Growth

80th percentile

29%

Faster asset growth than 80% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

-1.1%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$89,338

Up $20,103 (+29%) from 2016

Net Assets

$89,338

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$61,127

Down $678 (-1.1%) from 2016

Expenses

Down

$38,979

Down $7,965 (-17%) from 2016

Net Income

Up

$22,148

Up $7,287 (+49%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $69,235Liabilities 2016: $2,0452016Assets 2017: $89,338Net Assets 2017: $89,3382017Assets 2018: $107,246Net Assets 2018: $107,2462018Assets 2019: $91,288Net Assets 2019: $91,2882019Assets 2020: $84,735Liabilities 2020: $0Net Assets 2020: $84,7352020Assets 2021: $84,688Net Assets 2021: $84,6882021Assets 2022: $75,836Net Assets 2022: $75,8362022Assets 2023: $64,194Liabilities 2023: $2,925Net Assets 2023: $61,2692023Assets 2024: $92,160Liabilities 2024: $2,247Net Assets 2024: $89,9132024Assets 2025: $121,771Net Assets 2025: $121,7712025

Highlighted filing

2017

Assets$89,338
Liabilities-
Net Assets$89,338

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $61,805Expenses 2016: $46,944Net Income 2016: $14,8612016Revenue 2017: $61,127Expenses 2017: $38,979Net Income 2017: $22,1482017Revenue 2018: $67,320Expenses 2018: $49,412Net Income 2018: $17,9082018Revenue 2019: $69,820Expenses 2019: $85,778Net Income 2019: -$15,9582019Revenue 2020: $58,629Expenses 2020: $65,182Net Income 2020: -$6,5532020Revenue 2021: $13,523Expenses 2021: $13,570Net Income 2021: -$472021Revenue 2022: $43,956Expenses 2022: $52,808Net Income 2022: -$8,8522022Revenue 2023: $28,089Expenses 2023: $42,656Net Income 2023: -$14,5672023Revenue 2024: $71,018Expenses 2024: $42,375Net Income 2024: $28,6432024Revenue 2025: $94,459Expenses 2025: $62,601Net Income 2025: $31,8582025

Highlighted filing

2017

Revenue$61,127
Expenses$38,979
Net Income$22,148
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$66,472
Mission and Program Overview

Mission

Support the efforts of Rotary International in the fulfillment of the Object of Rotary, Rotarys mission, and the achievement of world understanding and peace through local, national, and international humanitarian, educational, and cultural programs.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICES$15,230$15,230
VOCATIONAL$7,000$6,500
MISCELLANEOUS$1,800$1,800
SUMMER ENRICHMENT PROGRAM$1,540-
NEW GENERATIONS$975-
INTERNATIONAL SERVICES$500$500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN HAWLEYPresidentPT$0--
CAROLYN KASDORFVice President-$0--
CAROL ALLENTreasurerPT$0--
PAM SEAGROVESSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mgko$37,735$22,445$661$21,784
Oktbrfst 2016$15,500$15,500-$15,500
Total Events$53,235$37,945$5,345$32,600
Filing and Contact Details

Filer

Filer Name
Cary-macgregor Rotary Foundation Inc
EIN
80-0034324
Address
PO BOX 452, CARY, NC 27512

Signing Officer

Name
Pam Seagroves
Title
Secretary
Signed
2018-05-11
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.28

| Donee's Name: US VETERANS CORP | Cash Amount Given: $6900

Other Expenses.1

Summer enrichment program $1540

Other Expenses.2

BAD DEBT EXPENSE $1500

Other Expenses.3

YOUTH EXCHANGE $1000

Other Expenses.4

RYLA $975

Other Expenses.5

BANK SERVICE CHARGES $34

Other Assets.1005

Accounts Receivable - Beginning $1500 Accounts Receivable - Ending $0

Other Assets.1

SALES TAX RECEIVABLE - Beginning $1302 SALES TAX RECEIVABLE - Ending $0

Other Assets.2

TRIANGLE OKTOBERFEST - Beginning $10000 TRIANGLE OKTOBERFEST - Ending $10000

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $64 Accounts Payable and Accrued Expenses - Ending $0

Total Liabilities.1002

Grants Payable - Beginning $1981 Grants Payable - Ending $0

Raw XML Appendix191 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/ExplanationTxt0| Donee's Name: US VETERANS CORP | Cash Amount Given: $6900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUMMER ENRICHMENT PROGRAM $1540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BAD DEBT EXPENSE $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YOUTH EXCHANGE $1000
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARY-MACGREGOR ROTARY FOUNDATION INC
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ReturnHeader/Filer/EIN0800034324
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ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027512
ReturnHeader/ReturnTs02018-05-11T06:24:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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No mirrored PDF or thumbnail assets are attached yet.

Filings