Civic Intelligence

Wakefield Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2012 • EIN 06-1492650

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 08, 2012

Organization Profile
PO Box 38202880-0382
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

42nd percentile

-2.0%

Faster asset growth than 42% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

6th percentile

-60%

Faster revenue growth than 6% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$316,144

Down $6,537 (-2.0%) from 2011

Net Assets

$316,144

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin15th percentile

Revenue

Down

$29,711

Down $44,996 (-60%) from 2011

Expenses

Up

$36,248

Up $18,574 (+105%) from 2011

Net Income

Down

-$6,537

Down $63,570 (-111%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$1.0M$500K$0Assets 2011: $322,681Liabilities 2011: $02011Assets 2012: $316,144Liabilities 2012: $0Net Assets 2012: $316,1442012Assets 2013: $369,357Liabilities 2013: $0Net Assets 2013: $369,3572013Assets 2014: $422,306Liabilities 2014: $0Net Assets 2014: $422,3062014Assets 2015: $435,528Liabilities 2015: $0Net Assets 2015: $435,5282015Assets 2016: $470,652Liabilities 2016: $0Net Assets 2016: $470,6522016Assets 2017: $537,926Liabilities 2017: $0Net Assets 2017: $537,9262017Assets 2018: $573,985Liabilities 2018: $650Net Assets 2018: $573,3352018Assets 2019: $563,785Liabilities 2019: $0Net Assets 2019: $563,7852019Assets 2020: $537,804Liabilities 2020: $1,200Net Assets 2020: $536,6042020Assets 2021: $677,896Liabilities 2021: $0Net Assets 2021: $677,8962021Assets 2022: $609,218Liabilities 2022: $0Net Assets 2022: $609,2182022Assets 2023: $700,011Liabilities 2023: $0Net Assets 2023: $700,0112023Assets 2024: $762,100Liabilities 2024: $0Net Assets 2024: $762,1002024Assets 2025: $816,822Liabilities 2025: $0Net Assets 2025: $816,8222025

Highlighted filing

2012

Assets$316,144
Liabilities$0
Net Assets$316,144
Open 2012 Filing

Operations Trend

Revenue Growth6th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $74,707Expenses 2011: $17,674Net Income 2011: $57,0332011Revenue 2012: $29,711Expenses 2012: $36,248Net Income 2012: -$6,5372012Revenue 2013: $71,596Expenses 2013: $18,383Net Income 2013: $53,2132013Revenue 2014: $88,571Expenses 2014: $35,622Net Income 2014: $52,9492014Revenue 2015: $34,707Expenses 2015: $21,485Net Income 2015: $13,2222015Revenue 2016: $61,289Expenses 2016: $26,165Net Income 2016: $35,1242016Revenue 2017: $36,307Expenses 2017: $19,539Net Income 2017: $16,7682017Revenue 2018: $40,205Expenses 2018: $21,483Net Income 2018: $18,7222018Revenue 2019: $13,760Expenses 2019: $43,874Net Income 2019: -$30,1142019Revenue 2020: $12,152Expenses 2020: $42,441Net Income 2020: -$30,2892020Revenue 2021: $31,523Expenses 2021: $35,442Net Income 2021: -$3,9192021Revenue 2022: $25,480Expenses 2022: $10,804Net Income 2022: $14,6762022Revenue 2023: $102,556Expenses 2023: $11,763Net Income 2023: $90,7932023Revenue 2024: $105,303Expenses 2024: $43,214Net Income 2024: $62,0892024Revenue 2025: $118,223Expenses 2025: $63,501Net Income 2025: $54,7222025

Highlighted filing

2012

Revenue$29,711
Expenses$36,248
Net Income-$6,537
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 8, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Educational and Charitable Grants

Filing and Contact Details

Filer

EIN
06-1492650
Raw XML Appendix181 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0322681
IRS990EZ/CashSavingsAndInvestments/EOY0316144
IRS990EZ/ContributionsGiftsGrantsEtc029653
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-6537
IRS990EZ/FeesAndOthPymtToIndContractors0550
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrantsAndSimilarAmountsPaid026408
IRS990EZ/GrossReceipts029711
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InvestmentIncome058
IRS990EZ/LandAndBuildings/BOY00
IRS990EZ/LandAndBuildings/EOY00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0322681
IRS990EZ/NetAssetsOrFundBalancesBOY0322681
IRS990EZ/NetAssetsOrFundBalances/EOY0316144
IRS990EZ/NetAssetsOrFundBalancesEOY0316144
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1064 ocean Avenue
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11150 Silver Lake Avenue
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1214 Robinson Street
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine131701 Ministerial Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0Wakefield
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1Wakefield
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2Narragansett
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3Wakefield
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0RI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1RI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2RI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3RI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode002879
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode102879
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode202882
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode302879
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0C Charles Paolino
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Russell Bertrand
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Sandy Cutting
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Russell Johnson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Officer
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherExpensesTotal09290
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Educational & charitable grants
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0The Wakefield Rotary Charitable Foundation uses its resources to promote academic achievement among students in the community through scholarships
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1The Organization donates annually to the Rotary International Foundation in order to further that organizations efforts to promote peace and fight hunger and disease
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations011000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations12408
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses10
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10150 Silver Lake Avenue
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Wakefield
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0RI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode002879
IRS990EZ/TheBooksAreInCareOf/NamePerson0Russell Bertrand
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04017892473
IRS990EZ/TotalAssets/BOY0322681
IRS990EZ/TotalAssets/EOY0316144
IRS990EZ/TotalExpenses036248
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue029711
IRS990EZ/TransactionWithControlEntity0false
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear029653
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year029550
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years055460
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years09844
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years038706
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0163213
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear058
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0290
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0341
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years06174
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years01614
IRS990ScheduleA/GrossInvestmentIncome509/Total08477
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear058
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0290
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0341
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years06174
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years01614
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total08477
IRS990ScheduleA/InvestmentIncomePercentage00.04890
IRS990ScheduleA/OtherIncome509/CurrentTaxYear0-5984
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year044867
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years015584
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years0-33047
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus4Years0-19780
IRS990ScheduleA/OtherIncome509/Total01640
IRS990ScheduleA/PriorYearSupportPercentage00.83200
IRS990ScheduleA/PriorYrInvestIncomePercentage00.08000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.94160
IRS990ScheduleA/PublicSupportTotal5090163213
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear029653
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year029550
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years055460
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years09844
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years038706
IRS990ScheduleA/Total509/Total0163213
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear023727
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year074707
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years071385
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0-17029
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years020540
IRS990ScheduleA/TotalSupportTotal/Total0173330
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0Activity Scholarships Amount 11000 Activity Donations Amount 15408
IRS990ScheduleO/GeneralExplanation/Explanation1Description Amount Growth of DAF 5984 Insurance 239 Investment management fees 2994 Supplies 51 Filing fees 22
IRS990ScheduleO/GeneralExplanation/Identifier001. List of grants and similar amounts paid (Part I, line 10)
IRS990ScheduleO/GeneralExplanation/Identifier102. Description of other expenses (Part I, line 16)
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0061492650
ReturnHeader/Filer/Name/BusinessNameLine10Wakefield Rotary Charitable Foundat
ReturnHeader/Filer/NameControl0WAKE
ReturnHeader/Filer/USAddress/AddressLine10PO Box 382
ReturnHeader/Filer/USAddress/City0Wakefield
ReturnHeader/Filer/USAddress/State0RI
ReturnHeader/Filer/USAddress/ZIPCode0028800382
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-08
ReturnHeader/Officer/Name0Russell Bertrand
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/Preparer/DatePrepared02012-11-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Wisehart Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101767 South Road
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Kingston
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0RI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002881
ReturnHeader/Preparer/Name0Betsy C Wisehart CPA
ReturnHeader/Preparer/Phone04017924800
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T13:38:26-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$316,144
Liabilities
$0
Net assets
$316,144
Revenue
$29,711
Expenses
$36,248
Net income
-$6,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.17$0.00$8.17$1.18$0.64$0.55
2024Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$1.05$0.43$0.62
2023Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$1.03$0.12$0.91
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.00$6.09$0.25$0.11$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.78$0.00$6.78$0.32$0.35$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.01$5.37$0.12$0.42$0.30
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$0.00$5.64$0.14$0.44$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.01$5.73$0.40$0.21$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.38$0.00$5.38$0.36$0.20$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.61$0.26$0.35
2015Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.35$0.21$0.13
2014Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.89$0.36$0.53
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.69$0.00$3.69$0.72$0.18$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.00$3.16$0.30$0.36$0.07
2011Summary only. Only limited summary data is available for this year.$3.23$0.00$0.75$0.18$0.57