Wakefield Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2013 • EIN 06-1492650

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 12, 2013

Organization Profile

PO Box 382Wakefield, RI 02880-0382

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

74%

Higher net margin than 96% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

17%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

141%

Faster revenue growth than 95% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$369,357

Up $53,213 (+17%) from 2012

Net Assets

$369,357

Up $53,213 (+17%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin96th percentile

Revenue

$71,596

Up $41,885 (+141%) from 2012

Expenses

Down

$18,383

Down $17,865 (-49%) from 2012

Net Income

$53,213

Up $59,750 (+914%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

Highlighted filing

2013

Assets$369,357

Liabilities$0

Net Assets$369,357

Open 2013 Filing

Operations Trend

Revenue Growth95th percentile

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

Highlighted filing

2013

Revenue$71,596

Expenses$18,383

Net Income$53,213

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Nov 12, 2013
Return Version: 2012v2.1

Mission and Program Overview

Mission

Educational and Charitable Grants

Filing and Contact Details

Filer

EIN: 06-1492650

Raw XML Appendix169 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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IRS990EZ/ContributionsGiftsGrantsEtc	0	40173
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	53213
IRS990EZ/FeesAndOthPymtToIndContractors	0	550
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/GrantsAndSimilarAmountsPaid	0	14044
IRS990EZ/GrossReceipts	0	71596
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InvestmentIncome	0	62
IRS990EZ/LandAndBuildings/BOY	0	0
IRS990EZ/LandAndBuildings/EOY	0	0
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	316144
IRS990EZ/NetAssetsOrFundBalancesBOY	0	316144
IRS990EZ/NetAssetsOrFundBalances/EOY	0	369357
IRS990EZ/NetAssetsOrFundBalancesEOY	0	369357
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Carl Sivo
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Russell Bertrand
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	Sandy Cutting
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	Russell Johnson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Officer
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/BOY	0	0
IRS990EZ/OtherAssetsTotal/EOY	0	0
IRS990EZ/OtherExpensesTotal	0	3789
IRS990EZ/OtherRevenueTotal	0	31361
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Educational & charitable grants
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	The Wakefield Rotary Charitable Foundation uses its resources to promote academic achievement among students in the community through scholarships
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	The Organization donates annually to the Rotary International Foundation in order to further that organization&#x39s efforts to promote peace and fight hunger and disease
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	11750
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	1	2294
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	150 Silver Lake Avenue
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Wakefield
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	RI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	02879
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Russell Bertrand
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	4017892473
IRS990EZ/TotalAssets/BOY	0	316144
IRS990EZ/TotalAssets/EOY	0	369357
IRS990EZ/TotalExpenses	0	18383
IRS990EZ/TotalProgramServiceExpenses	0	0
IRS990EZ/TotalRevenue	0	71596
IRS990EZ/TransactionWithControlEntity	0	false
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	40173
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	29653
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	29550
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	55460
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	9844
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	164680
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear	0	62
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	58
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	290
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years	0	341
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years	0	6174
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	6925
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	62
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	58
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	290
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years	0	341
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years	0	6174
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	6925
IRS990ScheduleA/InvestmentIncomePercentage	0	0.03590
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year	0	-5984
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years	0	44867
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years	0	15584
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus4Years	0	-33047
IRS990ScheduleA/OtherIncome509/Total	0	21420
IRS990ScheduleA/PriorYearSupportPercentage	0	0.94160
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.04890
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.85320
IRS990ScheduleA/PublicSupportTotal509	0	164680
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	40173
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	29653
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	29550
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	55460
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	9844
IRS990ScheduleA/Total509/Total	0	164680
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	40235
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	23727
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	74707
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	71385
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	-17029
IRS990ScheduleA/TotalSupportTotal/Total	0	193025
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation	0	Description Amount Growth of DAF 31,361
IRS990ScheduleO/GeneralExplanation/Explanation	1	Activity Scholarships Amount 11,750 Activity Donations Amount 2,294
IRS990ScheduleO/GeneralExplanation/Explanation	2	Description Amount Insurance 239 Investment management fees 3,169 Supplies 140 Filing fees 22 Printing 149 Postage 70
IRS990ScheduleO/GeneralExplanation/Identifier	0	O01
IRS990ScheduleO/GeneralExplanation/Identifier	1	O02
IRS990ScheduleO/GeneralExplanation/Identifier	2	O03
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Description of other revenue Part I line 8
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Description of other expenses Part I line 16
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	061492650
ReturnHeader/Filer/Name/BusinessNameLine1	0	Wakefield Rotary Charitable Foundat
ReturnHeader/Filer/NameControl	0	WAKE
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	028800382
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-11-12
ReturnHeader/Officer/Name	0	Russell Bertrand
ReturnHeader/Officer/Title	0	Treasurer
ReturnHeader/Preparer/DatePrepared	0	2013-11-12
ReturnHeader/PreparerFirm/EIN	0	050510119
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Wisehart Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	1767 South Road
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Kingston
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	RI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	02881
ReturnHeader/Preparer/Name	0	Betsy C Wisehart CPA
ReturnHeader/Preparer/Phone	0	4017924800
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-12T11:50:39-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $369,357
Liabilities: $0
Net assets: $369,357
Revenue: $71,596
Expenses: $18,383
Net income: $53,213

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$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