Civic Intelligence

Cary-Macgregor Rotary Foundation Inc.

990EZ • Fiscal year 2020 • EIN 80-0034324

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 28, 2021

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

76th percentile

0.00x

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

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.00x

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

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Net Margin

38th percentile

-11%

Higher net margin than 38% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.2%

Faster asset growth than 30% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

-16%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$84,735

Down $6,553 (-7.2%) from 2019

Net Assets

Down

$84,735

Down $6,553 (-7.2%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin38th percentile

Revenue

Down

$58,629

Down $11,191 (-16%) from 2019

Expenses

Down

$65,182

Down $20,596 (-24%) from 2019

Net Income

Up

-$6,553

Up $9,405 (+59%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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 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

2020

Assets$84,735
Liabilities$0
Net Assets$84,735
Open 2020 Filing

Operations Trend

Revenue Growth58th 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 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

2020

Revenue$58,629
Expenses$65,182
Net Income-$6,553
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 28, 2021
Return Version
2019v5.2
Gross Receipts
$58,629
Mission and Program Overview

Mission

Support the efforts of rotary international in the fulfillment of the object of rotary, rotary's mission, and the achievement of world understanding and peace through local, national, and international humanitarian, educational, and cultural programs.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICES$37,311$37,311
VOCATIONAL SERVICES$12,800$12,800
INTERNATIONAL SERVICES$6,700$6,700
MISCELLANEOUS$4,700$4,700
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE DOYLEPresidentPT$0--
CAROL ALLENTreasurerPT$0--
PAM SEAGROVESSecretary-$0--
PATRICK MACKIEVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oktoberfest 2019$45,000$45,000-$45,000
Weekly Raffle$3,899$3,899-$3,899
Total Events$48,899$48,899-$48,899
Filing and Contact Details

Filer

Filer Name
Cary-macgregor Rotary Foundation Inc
EIN
80-0034324
Phone
9198800965
Address
PO BOX 452, CARY, NC 27512

Signing Officer

Name
Pam Seagroves
Title
Secretary
Phone
9198800965
Signed
2021-04-28
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: interfaith food shuttle. Grantee address: 1001 blair drive raleigh, nc 27603. Date of gift: 03/19/20. Amount given: 6,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: memory cafe expenses. Amount: 3,346. Description: ryla. Amount: 325. Total to form 990-ez, line 16: 3,671.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: triangle oktoberfest. Beg. Of year amount: 10,000. End of year amount: 10,000.”

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09198800965
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 452
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0275120452
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081288
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074735
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IRS990EZ/ExcessOrDeficitForYearAmt0-6553
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt061511
IRS990EZ/GrossReceiptsAmt058629
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENISE DOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAM SEAGROVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICK MACKIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03671
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE EFFORTS OF ROTARY INTERNATIONAL IN THE FULFILLMENT OF THE OBJECT OF ROTARY, ROTARY'S 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/DescriptionProgramSrvcAccomTxt1VOCATIONAL SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INTERNATIONAL SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3MISCELLANEOUS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037311
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112800
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26700
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt34700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037311
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt34700
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt048899
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt065182
IRS990EZ/TotalProgramServiceExpensesAmt061511
IRS990EZ/TotalRevenueAmt058629
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CARYMACGREGORROTARY.ORG/ROTARY-FOUNDATION
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt06000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt06000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt055125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0154093
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96110
IRS990ScheduleA/PublicSupportPY509Pct00.96460
IRS990ScheduleA/PublicSupportTotal509Amt0148093
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt06000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt06000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055125
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09730
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt024611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055125
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0154093
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OKTOBERFEST 2019
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WEEKLY RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048899
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048899
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: INTERFAITH FOOD SHUTTLE. GRANTEE ADDRESS: 1001 BLAIR DRIVE RALEIGH, NC 27603. DATE OF GIFT: 03/19/20. AMOUNT GIVEN: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEMORY CAFE EXPENSES. AMOUNT: 3,346. DESCRIPTION: RYLA. AMOUNT: 325. TOTAL TO FORM 990-EZ, LINE 16: 3,671.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TRIANGLE OKTOBERFEST. BEG. OF YEAR AMOUNT: 10,000. END OF YEAR AMOUNT: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM SEAGROVES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09198800965
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARY-MACGREGOR ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARY
ReturnHeader/Filer/EIN0800034324
ReturnHeader/Filer/PhoneNum09198800965
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 452
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027512
ReturnHeader/ReturnTs02021-04-28T15:29:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
$84,735
Liabilities
$0
Net assets
$84,735
Revenue
$58,629
Expenses
$65,182
Net income
-$6,553
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
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