Wakefield Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2014 • EIN 06-1492650

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 03, 2014

Organization Profile

PO Box 382Wakefield, RI 02880-0382

(401) 732-3939

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

60%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

14%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

24%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$422,306

Up $52,949 (+14%) from 2013

Net Assets

$422,306

Up $52,949 (+14%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin94th percentile

Revenue

$88,571

Up $16,975 (+24%) from 2013

Expenses

$35,622

Up $17,239 (+94%) from 2013

Net Income

Down

$52,949

Down $264 (-0.5%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

Highlighted filing

2014

Assets$422,306

Liabilities$0

Net Assets$422,306

Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

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

Highlighted filing

2014

Revenue$88,571

Expenses$35,622

Net Income$52,949

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Nov 3, 2014
Return Version: 2013v4.0
Gross Receipts: $88,571

Mission and Program Overview

Mission

Educational and Charitable Grants

Educational & charitable grants

Program Services

Description	Grants	Expenses
The Wakefield Rotary Charitable Foundation uses its resources to promote academic achievement among students in the community through scholarships	$12,000	-
The Organization donates annually to the Rotary International Foundation in order to further that organizations efforts to promote peace and fight hunger and disease	$2,953	-

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Stephen R White	Treasurer	-	$0	-	-
Lorraine Horton	Director	-	$0	-	-
Edward McLaughlin	Secretary	-	$0	-	-
Russell Johnson	Officer	-	$0	-	-

Filing and Contact Details

Filer

EIN: 06-1492650

Signing Officer

Name: Stephen R White
Title: Treasurer
Signed: 2014-11-03
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 AmountGrowth of DAF 50,550”

List of grants and similar amounts paid Part I line 10

“Activity Scholarships Amount 12,000Activity Donations Amount 19,049”

Description of other expenses Part I line 16

“Description AmountInsurance 239Investment management fees 3,078Supplies 251Filing fees 22Bank Fees 2Postage 68”

Raw XML Appendix170 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
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IRS990EZ/BooksInCareOfDetail/PersonNm	0	Stephen R White
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4017323939
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	369357
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	422306
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	37975
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	52949
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	913
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	369357
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	422306
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	31049
IRS990EZ/GrossReceiptsAmt	0	88571
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	46
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	369357
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	422306
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	369357
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	422306
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Stephen R White
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Lorraine Horton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Edward McLaughlin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Russell Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Officer
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	3660
IRS990EZ/OtherRevenueTotalAmt	0	50550
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	Educational & charitable grants
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	The Wakefield Rotary Charitable Foundation uses its resources to promote academic achievement among students in the community through scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	The Organization donates annually to the Rotary International Foundation in order to further that organizations efforts to promote peace and fight hunger and disease
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	2953
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	35622
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	88571
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	37975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	40173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	29653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	29550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	55460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	192811
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	46
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	62
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	58
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	290
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	341
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	797
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	46
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	62
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	58
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	290
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	341
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	797
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00240
IRS990ScheduleA/InvestmentIncomePYPct	0	0.03590
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt	0	50550
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt	0	31361
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	-5984
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	44867
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	15584
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	136378
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.58430
IRS990ScheduleA/PublicSupportPY509Pct	0	0.85320
IRS990ScheduleA/PublicSupportTotal509Amt	0	192811
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	37975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	40173
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	29653
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	29550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	55460
IRS990ScheduleA/Total509Grp/TotalAmt	0	192811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	88571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	71596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	23727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	74707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	71385
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	329986
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description AmountGrowth of DAF 50,550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Activity Scholarships Amount 12,000Activity Donations Amount 19,049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Description AmountInsurance 239Investment management fees 3,078Supplies 251Filing fees 22Bank Fees 2Postage 68
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
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Stephen R White
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Wakefield Rotary Charitable Foundat
ReturnHeader/Filer/BusinessNameControlTxt	0	WAKE
ReturnHeader/Filer/EIN	0	061492650
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/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	2015-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Betsy C Wisehart CPA
ReturnHeader/ReturnTs	0	2015-02-04T10:03:27-05:00
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.

Open filing

Assets: $422,306
Liabilities: $0
Net assets: $422,306
Revenue: $88,571
Expenses: $35,622
Net income: $52,949

	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
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