Civic Intelligence

Cary Foundation

990PF • Fiscal year 2017 • EIN 94-3420959

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 23, 2018

Organization Profile
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

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

4th percentile

-191%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

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

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

100th percentile

4523%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$14,721

Down $3,891 (-21%) from 2016

Net Assets

Down

$14,721

Down $3,891 (-21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Up

$2,034

Up $1,990 (+4523%) from 2016

Expenses

Down

$5,925

Down $5,875 (-50%) from 2016

Net Income

Up

-$3,891

Up $7,865 (+67%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2017

Assets$14,721
Liabilities$0
Net Assets$14,721
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

2017

Revenue$2,034
Expenses$5,925
Net Income-$3,891
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 23, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay83rd percentile

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
2018-04-23
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 Appendix318 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0713
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt034
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0819
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM EUGENE CARY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CONNIE LYNN CARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JESS ALAN JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DENISE WELDON SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02117 SOUTHWIND CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12117 SOUTHWIND CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25279 GREYSTONE WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt38884 OLD HWY 280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BIRMINGHAM
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE FINANCIAL ASSISTANCE FOR QUALIFYING INDIVIDUALS FOR MEDICAL EXPENSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0PROVIDE FINANCIAL ASSISTANCE FOR QUALIFYING INDIVIDUALS FOR FUNERAL EXPENSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt02000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PROOF OF QUALIFYING NEED. NO SPECIFIC FORM.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM E CARY JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02054284800
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUNERAL EXPENSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DUSTIN WOOLEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1930 3RD AVE SW
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0819
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0819
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010737
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04735
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034809
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04393
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010737
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010952
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04735
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05212
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04393
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053937
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049544
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM EUGENE CARY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02054284800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARY
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ReturnHeader/Filer/PhoneNum02054284800
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ReturnHeader/Filer/USAddress/ZIPCd035244
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B952E3B8A5AB49C850FECE1EBD1B037317265D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.136.244.2
ReturnHeader/FilingSecurityInformation/IPDt02018-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:48:27
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/PreparationDt02018-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS B SCHAUER
ReturnHeader/ReturnTs02018-04-30T14:59:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,721
Liabilities
$0
Net assets
$14,721
Revenue
$2,034
Expenses
$5,925
Net income
-$3,891
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