Cary-Macgregor Rotary Foundation Inc.

990EZ • Fiscal year 2019 • EIN 80-0034324

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 29, 2020

Organization Profile carymacgregorrotary.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.

No value available

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

Source year 2019

No value available

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

Source year 2019

-23%

Higher net margin than 21% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

-15%

Faster asset growth than 16% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Annualized from 2018 to 2019

3.7%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$91,288

Down $15,958 (-15%) from 2018

Net Assets

Down

$91,288

Down $15,958 (-15%) from 2018

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin21st percentile

Revenue

$69,820

Up $2,500 (+3.7%) from 2018

Expenses

$85,778

Up $36,366 (+74%) from 2018

Net Income

Down

-$15,958

Down $33,866 (-189%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

Highlighted filing

2019

Assets$91,288

Liabilities-

Net Assets$91,288

Open 2019 Filing

Operations Trend

Revenue Growth55th percentile

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

Highlighted filing

2019

Revenue$69,820

Expenses$85,778

Net Income-$15,958

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2018 to Jun 30, 2019
Signed: Jan 29, 2020
Return Version: 2018v3.1
Gross Receipts: $69,820

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

Description	Grants	Expenses
COMMUNITY SERVICES	$48,615	-
VOCATIONAL	$11,700	-
NEW GENERATIONS	$8,470	-
INTERNATIONAL SERVICES	$6,897	-
SUMMER ENRICHMENT PROGRAM	$5,548	-
MISCELLANEOUS	$4,476	-

Compensation and Service Providers

Top Officer Pay93rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PATRICK McCOY	President	PT	$0	-	-
CAROL ALLEN	Treasurer	PT	$0	-	-
PAM SEAGROVES	Secretary	-	$0	-	-
DENISE DOYLE	Vice President	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Oktbrfst 2018	$23,500	$23,500	-	$23,500
Weekly Raffle	$5,274	$5,274	-	$5,274
Total Events	$28,774	$28,774	-	$28,774

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: 2020-01-29

Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.13

“| Donee's Name: ROTARY DISTRICT 7710 - HURRICANE RELIEF | Donee's Address: PO BOX 18847 RALEIGH NC 27619 | Cash Amount Given: $9255”

Grants and Similar Amounts Paid In Excess of $5,000.52

“| Donee's Name: ALL WE ARE - UGANDA PROJECT | Donee's Address: PO BOX 32183 RALEIGH NC 27622 | Cash Amount Given: $18647”

Other Expenses.1

“Summer enrichment program $5548”

Other Expenses.2

“Memeory cafe expenses $4376”

Other Expenses.3

“RYLA $975”

Other Expenses.4

“YOUTH EXCHANGE $200”

Other Expenses.5

“BANK CHARGES $72”

Other Assets.2

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

Raw XML Appendix178 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	CAROL ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	PAM SEAGROVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	DENISE DOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Vice President
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	10000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	10000
IRS990EZ/OtherExpensesTotalAmt	0	11171
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	COMMUNITY SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	INTERNATIONAL SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	SUMMER ENRICHMENT PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	3	NEW GENERATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	4	VOCATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	5	MISCELLANEOUS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	48615
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	6897
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	5548
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	3	8470
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	4	11700
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	5	4476
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	28774
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	85778
IRS990EZ/TotalProgramServiceExpensesAmt	0	85706
IRS990EZ/TotalRevenueAmt	0	69820
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	carymacgregorrotary.org/rotary-foundation
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt	0	6000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	6000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	41046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	24611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	23581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	55125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	24957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	169320
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	0
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.96460
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	163320
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt	0	6000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	6000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	41046
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	24611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	23581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	55125
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	169320
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	OKTBRFST 2018
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	WEEKLY RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	23500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	5274
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	5274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	28774
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	28774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	\| Donee's Name: ROTARY DISTRICT 7710 - HURRICANE RELIEF \| Donee's Address: PO BOX 18847 RALEIGH NC 27619 \| Cash Amount Given: $9255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	\| Donee's Name: ALL WE ARE - UGANDA PROJECT \| Donee's Address: PO BOX 32183 RALEIGH NC 27622 \| Cash Amount Given: $18647
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	SUMMER ENRICHMENT PROGRAM $5548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	MEMEORY CAFE EXPENSES $4376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	RYLA $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	YOUTH EXCHANGE $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	BANK CHARGES $72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	TRIANGLE OKTOBERFEST - Beginning $10000 TRIANGLE OKTOBERFEST - Ending $10000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Grants and Similar Amounts Paid In Excess of $5,000.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Grants and Similar Amounts Paid In Excess of $5,000.52
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Other Assets.2
ReturnHeader/BuildTS	0	2020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PAM SEAGROVES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CARY-MACGREGOR ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	CARY
ReturnHeader/Filer/EIN	0	800034324
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 452
ReturnHeader/Filer/USAddress/CityNm	0	CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27512
ReturnHeader/ReturnTs	0	2020-01-29T08:39:43-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2018-07-01
ReturnHeader/TaxPeriodEndDt	0	2019-06-30
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $91,288
Liabilities: -
Net assets: $91,288
Revenue: $69,820
Expenses: $85,778
Net income: -$15,958

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
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