Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.04x
Liabilities / Revenue
65th percentile
Higher debt load relative to revenue than 65% of similar nonprofits.
Net Margin
39th percentile
Higher net margin than 39% of similar nonprofits.
Top Officer Pay
85th percentile
Higher top officer pay than 85% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
42nd percentile
Faster asset growth than 42% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Balance Sheet
Assets
Down$36,718
Down $413 (-1.1%) from 2013
Net Assets
Down$35,218
Down $813 (-2.3%) from 2013
Liabilities
Up$1,500
Up $400 (+36%) from 2013
Revenue And Expenses
Revenue
Up$110,948
Up $5,227 (+4.9%) from 2013
Expenses
Up$111,761
Up $6,941 (+6.6%) from 2013
Net Income
Down-$813
Down $1,714 (-190%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- Oct 29, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $124,418
Mission and Program Overview
Mission
Service to others locally and Internati
Program Services
| Description | Grants | Expenses |
|---|---|---|
| build goodwill and peace in the world | - | $64,173 |
| Rotary is an organization of business and professional persons united worldwide who provide humanitarian service encourage high ethical standards in all vocations and help | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jay Shartenberg | Treasurer | - | $0 | - | - |
| Elizabeth Candas | President | PT | $0 | - | - |
| Arthur Faria | President Elect | - | $0 | - | - |
| David Kring | New Generations | - | $0 | - | - |
| Judith Fortier | Secretary | - | $0 | - | - |
| Cal Bankston | International | - | $0 | - | - |
| Jennifer Martin | Youth Services | - | $0 | - | - |
| Carmine Paolino | Community Service | - | $0 | - | - |
| Harry Cesario | Club Service | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Event 1 | $23,904 | $23,904 | - | $23,904 |
| Event 2 | $15,535 | $15,535 | $3,255 | $12,280 |
| Total Events | $59,294 | $59,294 | $13,470 | $45,824 |
Filing and Contact Details
Filer
- EIN
- 05-6035637
Signing Officer
- Name
- Jay Shartenberg
- Title
- Treasurer
- Signed
- 2014-10-29
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Betsy C Wisehart CPA
- Phone
- 4017924800
Supplemental Narrative
Additional Explanations
Description of other revenue Part I line 8
“Description AmountLincheons 32,332Happy Bucks 2,179Brown Bag 645Other Club Social Functions 744”
List of grants and similar amounts paid Part I line 10
“Activity International Grants Amount 7,115Activity Local Charities Amount 36,056Activity Scholoarships Amount 16,000Activity New Generations Amount 3,824Activity Student of the Month Amount 1,178”
Description of other expenses Part I line 16
“Description AmountLuncheon Expense 33,067International Dues 5,977District Dues 3,358District Events 1,590Speakers expense 980Social Functions 590Club Development 190Member Awards 497Website, Fees and miscellaneous 465”
Description of other assets Part II line 24
“Category Beginning of Year End of YearGrants Receivable 970 721”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearDeferred Revenue 1,100 1,100Due to RI Foundation 0 208Due to Wakefield Foundation 0 192”
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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Jay Shartenberg |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4012136711 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | PO Box 382 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | Wakefield |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | RI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 02880 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 36161 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 35997 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 16436 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -813 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 550 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 37131 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 36718 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 59299 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 64173 |
| IRS990EZ/GrossReceiptsAmt | 0 | 124418 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 17 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 12766 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 36031 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 35218 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 36031 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 35218 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Jay Shartenberg |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Elizabeth Candas |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Arthur Faria |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | David Kring |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Judith Fortier |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Cal Bankston |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Jennifer Martin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Carmine Paolino |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Harry Cesario |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | New Generations |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | International |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Youth Services |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Community Service |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Club Service |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 970 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 721 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 46714 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 35900 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Service to others locally and Internati |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 324 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Rotary is an organization of business and professional persons united worldwide who provide humanitarian service encourage high ethical standards in all vocations and help |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | build goodwill and peace in the world |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 64173 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 13470 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 45829 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1100 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1500 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 111761 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 64173 |
| IRS990EZ/TotalRevenueAmt | 0 | 110948 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| 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 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 13470 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 23904 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 15535 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 19855 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 59294 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 23904 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 15535 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 19855 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 59294 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt | 0 | Balloon Fest |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt | 0 | Art Show |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 45824 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 10215 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 13470 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 3255 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleG/SolicitationOfNonGovtGrantsInd | 0 | X |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountLincheons 32,332Happy Bucks 2,179Brown Bag 645Other Club Social Functions 744 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity International Grants Amount 7,115Activity Local Charities Amount 36,056Activity Scholoarships Amount 16,000Activity New Generations Amount 3,824Activity Student of the Month Amount 1,178 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountLuncheon Expense 33,067International Dues 5,977District Dues 3,358District Events 1,590Speakers expense 980Social Functions 590Club Development 190Member Awards 497Website, Fees and miscellaneous 465 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Category Beginning of Year End of YearGrants Receivable 970 721 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Category Beginning of Year End of YearDeferred Revenue 1,100 1,100Due to RI Foundation 0 208Due to Wakefield Foundation 0 192 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Jay Shartenberg |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-10-29 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | The Rotary Club of Wakefield |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 056035637 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO Box 382 |
| ReturnHeader/Filer/USAddress/City | 0 | Wakefield |
| ReturnHeader/Filer/USAddress/State | 0 | RI |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 02880 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 050510119 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | Wisehart Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 1767 South Road |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Kingston |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | RI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 02881 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4017924800 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-10-27 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Betsy C Wisehart CPA |
| ReturnHeader/ReturnTs | 0 | 2014-10-27T09:27:15-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $36,718
- Liabilities
- $1,500
- Net assets
- $35,218
- Revenue
- $110,948
- Expenses
- $111,761
- Net income
- -$813