Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
The Rotary Club of Wakefield
EIN 05-6035637 • 501(c)4 • Wakefield, RI
Profile
Service to others locally and internatly
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.28x
Liabilities / Revenue
90th percentile
Higher debt load relative to revenue than 90% of similar nonprofits.
Net Margin
20th percentile
Higher net margin than 20% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
37th percentile
Faster asset growth than 37% of similar nonprofits.
Revenue Growth
38th percentile
Faster revenue growth than 38% of similar nonprofits.
Balance Sheet
Assets
Down$58,984
Down $6,043 (-9.3%) from 2024
Liabilities
Up$16,320
Up $2,845 (+21%) from 2024
Net Assets
Down$42,664
Down $8,888 (-17%) from 2024
Revenue
Down$38,181
Down $4,460 (-10%) from 2024
Expenses
Up$47,069
Up $14,283 (+44%) from 2024
Net Income
Down-$8,888
Down $18,743 (-190%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $58,984
- Liabilities
- $16,320
- Net assets
- $42,664
- Revenue
- $38,181
- Expenses
- $47,069
- Net income
- -$8,888
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 17, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $60,043
Mission and Program Overview
Mission
Service to others locally and Internati
Service to others locally and internatly
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Rotary is an organization of business and professional persons united worldwide who provide humanitarian service, encourage high ethical standards in all vocations and help | $25,264 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Glen Zibolis | Treasurer | - | $0 | - | - |
| Patricia Driscoll | Secretary | - | $0 | - | - |
| Margaret Johnson | President Elect | - | $0 | - | - |
| Donna Vignali | President | - | $0 | - | - |
| Nancy Kleinewski | Past President | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Art Show | $27,620 | $27,620 | - | $27,620 |
| Chikdrens Fe | $14,396 | $14,396 | - | $14,396 |
| Total Events | $42,016 | $42,016 | - | $42,016 |
Filing and Contact Details
Filer
- Filer Name
- The Rotary Club of Wakefield
- EIN
- 05-6035637
- In Care Of
- % Glen Zibolis
- Address
- PO Box 382, Wakefield, RI 02880
Signing Officer
- Name
- Glen Zibolis
- Title
- Treasurer
- Signed
- 2025-11-17
- Discuss with paid preparer
- No
Preparer
- Firm
- Wisehart Inc
- Address
- PO Box 881449, Port Saint Lucie, FL 34988
- Preparer
- Betsy C Wisehart CPA
- Phone
- 4017924800
Supplemental Narrative
Additional Explanations
Description of other revenue Part I line 8
“Description AmountMiscellaneous Income 3Happy Bucks 2,779Other Club Social Functions 3,143”
List of grants and similar amounts paid Part I line 10
“Activity Presidents Discretionary Fund Amount 250Activity Local Charities Amount 25,264Activity Community Service Amount 3,350Activity New Generations Amount 354Activity Wakefield Rotary Charitable Fund Activity Veterans Breakfast Amount 1,119”
Description of other expenses Part I line 16
“Description AmountPrizes 193Meals 116International Dues 4,345District Dues 1,575District Events 1,362Speakers Expense 612State Fees 22Advertising and Promotion 34Office and Administrative 399Website 720Bank Charges 1,928Postage 200Supplies 389Club Social Events 3,557New Member Kits 138Membership Development 470Quickbooks 120Miscelaneous 2”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearAccounts Payable 6,777 7,049Due to RI Foundation 496 1,557Credit cards 1,331 1,584Prepaid Dues 4,813 4,717Accrued Expenses 0 690Due to Polio Plus 58 223Other 0 500”
Raw XML Appendix139 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 | Betsy Wisehart |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4012589111 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 382 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Wakefield |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | RI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02880 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 65027 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 58984 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1703 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -8888 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 550 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 65027 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 58984 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 42017 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 30337 |
| IRS990EZ/GrossReceiptsAmt | 0 | 60043 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 203 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 10195 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 51552 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 42664 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 51552 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 42664 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 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/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/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/PersonNm | 0 | Glen Zibolis |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Patricia Driscoll |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Margaret Johnson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Donna Vignali |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Nancy Kleinewski |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Past President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 16182 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 5925 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Service to others locally and internatly |
| 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/GrantsAndAllocationsAmt | 0 | 25264 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 21862 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 20155 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 13475 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 16320 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 47069 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 38181 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Art Show |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Chikdrens Fe |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 27620 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 14396 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 42016 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 27620 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 14396 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 42016 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 42016 |
| IRS990ScheduleG/SolicitationOfNonGovtGrantsInd | 0 | X |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountMiscellaneous Income 3Happy Bucks 2,779Other Club Social Functions 3,143 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Presidents Discretionary Fund Amount 250Activity Local Charities Amount 25,264Activity Community Service Amount 3,350Activity New Generations Amount 354Activity Wakefield Rotary Charitable Fund Activity Veterans Breakfast Amount 1,119 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountPrizes 193Meals 116International Dues 4,345District Dues 1,575District Events 1,362Speakers Expense 612State Fees 22Advertising and Promotion 34Office and Administrative 399Website 720Bank Charges 1,928Postage 200Supplies 389Club Social Events 3,557New Member Kits 138Membership Development 470Quickbooks 120Miscelaneous 2 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Category Beginning of Year End of YearAccounts Payable 6,777 7,049Due to RI Foundation 496 1,557Credit cards 1,331 1,584Prepaid Dues 4,813 4,717Accrued Expenses 0 690Due to Polio Plus 58 223Other 0 500 |
| 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 total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | GLEN ZIBOLIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | The Rotary Club of Wakefield |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 056035637 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Glen Zibolis |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 382 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Wakefield |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | RI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02880 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 050510119 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Wisehart Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO Box 881449 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Port Saint Lucie |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 34988 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4017924800 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BETSY C WISEHART CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-16T15:21:57-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Peer Organizations
Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits
Ida Grove, IA
View OrganizationIda Grove Economic Development Corporation
501(c)4
Revenue$9,949
Assets$60,044
Revenue vs current organization
74% lowerAssets vs current organization
About the sameLivingston, AL
View OrganizationBlue Key National Honor Fraternity Inc.
501(c)4
Revenue$44,675
Assets$60,050
Revenue vs current organization
17% higherAssets vs current organization
About the sameJanesville, WI
View OrganizationINTERNATIONAL ASSOCIATION OF LIONS CLUBS
501(c)4
Revenue$60,034
Assets$53,952
Revenue vs current organization
57% higherAssets vs current organization
8.5% lowerKnoxville, TN
View OrganizationKNOXVILLE VETERINARY MEDICAL ASSOC INC
501(c)4
Revenue$26,631
Assets$60,053
Revenue vs current organization
30% lowerAssets vs current organization
About the same