Civic Intelligence

Cary-Macgregor Rotary Foundation Inc.

990EZ • Fiscal year 2018 • EIN 80-0034324

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 09, 2019

Organization Profilecarymacgregorrotary.org/rotary-foundation
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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$107,246

Flat from 2018

Net Assets

Flat

$107,246

Flat from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Flat

$67,320

Flat from 2018

Expenses

Flat

$49,412

Flat from 2018

Net Income

Flat

$17,908

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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 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

2018

Assets$107,246
Liabilities-
Net Assets$107,246
Open 2018 Filing

Operations Trend

Revenue Growth63rd percentile

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 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

2018

Revenue$67,320
Expenses$49,412
Net Income$17,908
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 9, 2019
Return Version
2017v2.2
Gross Receipts
$71,855
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$26,101-
VOCATIONAL$9,800-
INTERNATIONAL SERVICES$4,650-
SUMMER ENRICHMENT PROGRAM$4,647-
NEW GENERATIONS$1,975-
MEMORY CAFE$380-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN KASDORFPresidentPT$0--
CAROL ALLENTreasurerPT$0--
PAM SEAGROVESSecretary-$0--
PATRICK MCCOYVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oktbrfst 2017$27,500$27,500-$27,500
Mgko$29,327$13,821$832$12,989
Total Events$62,750$47,244$4,535$42,709
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
2019-02-09
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Summer enrichment program $4648”

Other Expenses.2

“RYLA $975”

Other Expenses.3

“YOUTH EXCHANGE $300”

Other Assets.2

“TRIANGLE OKTOBERFEST - Beginning $10000 TRIANGLE OKTOBERFEST - Ending $10000”

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 A ALLEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09198800965
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 452
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0275120452
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079338
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097246
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024611
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017908
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089338
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107246
IRS990EZ/FundraisingGrossIncomeAmt047244
IRS990EZ/GrantsAndSimilarAmountsPaidAmt043489
IRS990EZ/GrossReceiptsAmt071855
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089338
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107246
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089338
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107246
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROLYN KASDORF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAM SEAGROVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICK MCCOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010000
IRS990EZ/OtherExpensesTotalAmt05923
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERNATIONAL SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUMMER ENRICHMENT PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3NEW GENERATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4VOCATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5MEMORY CAFE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026101
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14650
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24647
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31975
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt49800
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt5380
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04535
IRS990EZ/SpecialEventsNetIncomeLossAmt042709
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049412
IRS990EZ/TotalProgramServiceExpensesAmt047553
IRS990EZ/TotalRevenueAmt067320
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0carymacgregorrotary.org/rotary-foundation
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0148156
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0148156
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024957
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019882
IRS990ScheduleA/Total509Grp/TotalAmt0148156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt024957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019882
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0148156
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015506
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015506
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04535
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MGKO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OKTBRFST 2017
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0526
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05923
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05923
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047244
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042709
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0832
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0832
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02777
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUMMER ENRICHMENT PROGRAM $4648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RYLA $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YOUTH EXCHANGE $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRIANGLE OKTOBERFEST - Beginning $10000 TRIANGLE OKTOBERFEST - Ending $10000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM SEAGROVES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARY-MACGREGOR ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARY
ReturnHeader/Filer/EIN0800034324
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 452
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027512
ReturnHeader/ReturnTs02019-02-09T11:45:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,246
Liabilities
-
Net assets
$107,246
Revenue
$67,320
Expenses
$49,412
Net income
$17,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.94$0.63$0.32
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.71$0.42$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.03$0.61$0.28$0.43$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.44$0.53$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.14$0.14$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.59$0.65$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.70$0.86$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.67$0.49$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.67$0.49$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.61$0.39$0.22
2016Summary only. Only limited summary data is available for this year.$0.69$0.02$0.62$0.47$0.15