Civic Intelligence

Cary Foundation

990PF • Fiscal year 2016 • EIN 94-3420959

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

2117 Southwind CircleBirmingham, AL 35244

(205) 428-4800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-26718%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

11th percentile

-39%

Faster asset growth than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$18,612

Down $11,756 (-39%) from 2015

Net Assets

Down

$18,612

Down $11,756 (-39%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$44

Down $3,020 (-99%) from 2015

Expenses

Down

$11,800

Down $847 (-6.7%) from 2015

Net Income

Down

-$11,756

Down $2,173 (-23%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $54,898Liabilities 2011: $02011Assets 2012: $53,406Liabilities 2012: $02012Assets 2013: $46,081Liabilities 2013: $0Net Assets 2013: $46,0812013Assets 2014: $39,951Liabilities 2014: $0Net Assets 2014: $39,9512014Assets 2015: $30,368Liabilities 2015: $0Net Assets 2015: $30,3682015Assets 2016: $18,612Liabilities 2016: $0Net Assets 2016: $18,6122016Assets 2017: $14,721Liabilities 2017: $0Net Assets 2017: $14,7212017Assets 2018: $9,832Liabilities 2018: $0Net Assets 2018: $9,8322018Assets 2019: $6,460Liabilities 2019: $0Net Assets 2019: $6,4602019Assets 2020: $4,471Liabilities 2020: $0Net Assets 2020: $4,4712020Assets 2021: $901Liabilities 2021: $0Net Assets 2021: $9012021Assets 2022: $3,076Liabilities 2022: $0Net Assets 2022: $3,0762022Assets 2023: $1,252Liabilities 2023: $0Net Assets 2023: $1,2522023Assets 2024: $1,398Liabilities 2024: $0Net Assets 2024: $1,3982024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2016

Assets$18,612
Liabilities$0
Net Assets$18,612

Operations Trend

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $24,021Expenses 2011: $24,375Net Income 2011: -$3542011Revenue 2012: $20,008Expenses 2012: $21,500Net Income 2012: -$1,4922012Revenue 2013: $5Expenses 2013: $7,330Net Income 2013: -$7,3252013Revenue 2014: $20Expenses 2014: $6,150Net Income 2014: -$6,1302014Revenue 2015: $3,064Expenses 2015: $12,647Net Income 2015: -$9,5832015Revenue 2016: $44Expenses 2016: $11,800Net Income 2016: -$11,7562016Revenue 2017: $2,034Expenses 2017: $5,925Net Income 2017: -$3,8912017Revenue 2018: $36Expenses 2018: $4,925Net Income 2018: -$4,8892018Revenue 2019: $28Expenses 2019: $3,400Net Income 2019: -$3,3722019Revenue 2020: $11Expenses 2020: $2,000Net Income 2020: -$1,9892020Revenue 2021: $1Expenses 2021: $3,570Net Income 2021: -$3,5692021Revenue 2022: $4,000Expenses 2022: $1,825Net Income 2022: $2,1752022Revenue 2023: $3,001Expenses 2023: $4,825Net Income 2023: -$1,8242023Revenue 2024: $1,001Expenses 2024: $855Net Income 2024: $1462024Revenue 2025: $0Expenses 2025: $1,398Net Income 2025: -$1,3982025

Highlighted filing

2016

Revenue$44
Expenses$11,800
Net Income-$11,756
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM EUGENE CARY JRPresident-$0--
CONNIE LYNN CARYDirector-$0--
JESS ALAN JOHNSONDirector-$0--
DENISE WELDON SMITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Cary Foundation
EIN
94-3420959
Phone
2054284800
Address
2117 SOUTHWIND CIRCLE, BIRMINGHAM, AL 35244

Signing Officer

Name
William Eugene Cary Jr
Title
President
Phone
2054284800
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
Douglas B Schauer
Phone
2059794100
Raw XML Appendix336 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM EUGENE CARY JR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MEDICAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MEDICAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROGRAM SUPPORT FOR MELEA STEPHENS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DAVID PAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNDONE REDONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05057 GREYSTONE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1909 BUDDY VINES ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2920 GRAVLEE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39204 BRADFORD TRAFFORD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4130 INVERNESS PLAZA 190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BESSEMER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PINSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BIRMINGHAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd335126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd435242
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01063
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04735
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt049544
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010737
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010952
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04735
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019128
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010737
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt071715
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt060978
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM EUGENE CARY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02054284800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARY
ReturnHeader/Filer/EIN0943420959
ReturnHeader/Filer/PhoneNum02054284800
ReturnHeader/Filer/USAddress/AddressLine1Txt02117 SOUTHWIND CIRCLE
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035244
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B952E3B8A5AB49C850FECE1EBD1B037317265D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.136.244.2
ReturnHeader/FilingSecurityInformation/IPDt02017-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:40:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 ACTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059794100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS B SCHAUER
ReturnHeader/ReturnTs02017-05-15T14:16:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.40$1.40
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.00$0.86$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$3.00$4.83$1.82
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$4.00$1.83$2.18
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.00$3.57$3.57
2020Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.01$2.00$1.99
2019Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.03$3.40$3.37
2018Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$0.04$4.93$4.89
2017Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$2.03$5.93$3.89
2016Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$0.04$11.8$11.8
2015Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$3.06$12.6$9.58
2014Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$0.02$6.15$6.13
2013Detailed filing. Detailed filing data is available for this year.$46.1$0.00$46.1$0.01$7.33$7.33
2012Summary only. Only limited summary data is available for this year.$53.4$0.00$20.0$21.5$1.49
2011Summary only. Only limited summary data is available for this year.$54.9$0.00$24.0$24.4$0.35