Civic Intelligence

Wakefield Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2016 • EIN 06-1492650

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

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.

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

60th percentile

8.1%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$470,652

Up $35,124 (+8.1%) from 2015

Net Assets

Up

$470,652

Up $35,124 (+8.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$61,289

Up $26,582 (+77%) from 2015

Expenses

Up

$26,165

Up $4,680 (+22%) from 2015

Net Income

Up

$35,124

Up $21,902 (+166%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$470,652
Liabilities$0
Net Assets$470,652

Operations Trend

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

2016

Revenue$61,289
Expenses$26,165
Net Income$35,124
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$61,289
Mission and Program Overview

Mission

Educational and Charitable Grants

Educational & charitable grants

Program Services

DescriptionGrantsExpenses
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$3,676-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen R WhiteTreasurer-$0--
Mary RodaDirector-$0--
Lorraine HortonChair-$0--
Edward McLaughlinSecretary-$0--
Philip TracyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wakefield Rotary Charitable Foundat
EIN
06-1492650
Address
PO Box 382, Wakefield, RI 02880-0382

Signing Officer

Name
Stephen R White
Title
Treasurer
Signed
2016-11-14
Discuss with paid preparer
No

Preparer

Firm
Wisehart Inc
Address
1767 South Road, Kingston, RI 02881
Preparer
Betsy C Wisehart CPA
Phone
4017924800
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Scholarships Amount 12,000Activity Donations Amount 3,676

Description of other expenses Part I line 16

Description AmountInvestment management fees 3,327Unrealized loss of Donor Advised Fd 5,962

Description of other assets Part II line 24

Category Beginning of Year End of YearDue from the Wakefield Rotary 0 12,000

Raw XML Appendix168 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/PhoneNum04017323939
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 382
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wakefield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002880
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0435528
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0458652
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt061215
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt035124
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0435528
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0470652
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015676
IRS990EZ/GrossReceiptsAmt061289
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt074
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0435528
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0470652
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0435528
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0470652
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stephen R White
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Roda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lorraine Horton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Edward McLaughlin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Philip Tracy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012000
IRS990EZ/OtherExpensesTotalAmt09289
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational & charitable grants
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Wakefield Rotary Charitable Foundation uses its resources to promote academic achievement among students in the community through scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The 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/GrantsAndAllocationsAmt012000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13676
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026165
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt061289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0200023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0175
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt062
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt058
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0415
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0175
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0415
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99790
IRS990ScheduleA/PublicSupportPY509Pct00.81000
IRS990ScheduleA/PublicSupportTotal509Amt0200023
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040173
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029653
IRS990ScheduleA/Total509Grp/TotalAmt0200023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt038021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029711
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0200438
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarships Amount 12,000Activity Donations Amount 3,676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInvestment management fees 3,327Unrealized loss of Donor Advised Fd 5,962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearDue from the Wakefield Rotary 0 12,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen R White
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wakefield Rotary Charitable Foundat
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0061492650
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 382
ReturnHeader/Filer/USAddress/CityNm0Wakefield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd0028800382
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050510119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wisehart Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01767 South Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kingston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002881
ReturnHeader/PreparerPersonGrp/PhoneNum04017924800
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Betsy C Wisehart CPA
ReturnHeader/ReturnTs02016-11-14T15:06:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2016Detailed filing. Detailed filing data is available for this year.$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