Civic Intelligence

Wakefield Rotary Charitable Foundation Inc.

990 • Fiscal year 2017 • EIN 06-1492650

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 10, 2018

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.

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-41%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$537,926

Up $67,274 (+14%) from 2016

Net Assets

Up

$537,926

Up $67,274 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin90th percentile

Revenue

Down

$36,307

Down $24,982 (-41%) from 2016

Expenses

Down

$19,539

Down $6,626 (-25%) from 2016

Net Income

Down

$16,768

Down $18,356 (-52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2017

Assets$537,926
Liabilities$0
Net Assets$537,926
Open 2017 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

2017

Revenue$36,307
Expenses$19,539
Net Income$16,768
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 10, 2018
Return Version
2016v3.0
Gross Receipts
$36,307
Mission and Program Overview

Mission

Educational and Charitable Grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$414,647$489,180▲ $74,533
Savings and Temporary Cash Investments$40,215$40,314▲ $99
Pledges and Grants Receivable$12,000--
Cash and Non-Interest-Bearing Accounts$3,790$8,410▲ $4,620
Total Assets$470,652$537,926▲ $67,274
Other Assets Total-$22-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$360,669$427,844▲ $67,175
Temporarily Rstr Net Assets$109,983$110,082▲ $99
Total Net Assets Fund Balance$470,652$537,926▲ $67,274
Total Liabilities and Net Assets / Fund Balance$470,652$537,926▲ $67,274

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$109,983$18,099--$110,082
2015$109,983---$109,983
2014$109,983---$109,983
2013$109,983---$109,983
2012$109,983---$109,983
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Lorraine HortonChair
Chris Van HemelrijckDirector
Edward McLaughlinTrustee
Mary RodaTrustee
Stephen R WhiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,086
Program Service Revenue
$0
Investment Income
$4,221
Other Revenue
$0
All Other Contributions
$14,086
Change in Net Assets
$16,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,146
Other Expenses$6,393
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$9,000--$9,000
Fees for Service Investment Mgmnt Fees-$4,949-$4,949
Grants to Domestic Orgs$4,146--$4,146
Fees for Services Accounting-$825-$825
Insurance-$597-$597
Fees for Services Legal-$22-$22
Total Functional Expenses$13,146$6,393$0$19,539
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

“Written minutes of all governing board meetings and decisions are taken and maintained.”

Form 990 governing body review Part VI line 11

“The Board strictly adheres to its conflict og interest policies.”

Conflict of interest policy compliance Part VI line 12C

“The Board adheres to a rigorous and thorough document retention policy.”

Governing documents etc available to public Part VI line 19

“The organizations bylaws and other governing documents are available to all interested parties upon request.”

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
2018-02-10
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
Ri
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

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

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“The Organization maintains two funds, One is the Scholarship Fund which is monies received in one year which are distibuted over two to four years. The Balloon Festival Fund is maintained in order to grant funding to the Rotary Club of Wakefield in the event that clubs major fundraiser is unable to provide funding for the clubs charitable distributions.”

Raw XML Appendix355 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization maintains two funds, One is the Scholarship Fund which is monies received in one year which are distibuted over two to four years. The Balloon Festival Fund is maintained in order to grant funding to the Rotary Club of Wakefield in the event that clubs major fundraiser is unable to provide funding for the clubs charitable distributions.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Written minutes of all governing board meetings and decisions are taken and maintained.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board strictly adheres to its conflict og interest policies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board adheres to a rigorous and thorough document retention policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organizations bylaws and other governing documents are available to all interested parties upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen R White
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-10
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ReturnHeader/FilingSecurityInformation/IPTm019:02:16
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wisehart Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01767 South Road
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Betsy C Wisehart
ReturnHeader/ReturnTs02018-05-15T10:58:49-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$537,926
Liabilities
$0
Net assets
$537,926
Revenue
$36,307
Expenses
$19,539
Net income
$16,768
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
2017Detailed filing. Detailed filing data is available for this year.$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