Civic Intelligence

Wakefield Rotary Charitable Foundation Inc.

990 • Fiscal year 2021 • EIN 06-1492650

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 01, 2022

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

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

16th percentile

-12%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

71st percentile

26%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

159%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$677,896

Up $140,092 (+26%) from 2020

Net Assets

Up

$677,896

Up $141,292 (+26%) from 2020

Liabilities

Down

$0

Down $1,200 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin16th percentile

Revenue

Up

$31,523

Up $19,371 (+159%) from 2020

Expenses

Down

$35,442

Down $6,999 (-16%) from 2020

Net Income

Up

-$3,919

Up $26,370 (+87%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2021

Assets$677,896
Liabilities$0
Net Assets$677,896
Open 2021 Filing

Operations Trend

Revenue Growth91st 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

2021

Revenue$31,523
Expenses$35,442
Net Income-$3,919
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 1, 2022
Return Version
2020v4.1
Gross Receipts
$31,523
Mission and Program Overview

Mission

Educational and Charitable Grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$519,064$671,867▲ $152,803
Cash and Non-Interest-Bearing Accounts$18,540$6,029▼ $12,511
Accounts Receivable$200--
Total Assets$537,804$677,896▲ $140,092
Liabilities
Accounts Payable and Accrued Expenses$1,200--
Total Liabilities$1,200$0▼ $1,200
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$416,272$557,564▲ $141,292
Net Assets With Donor Restrictions$120,332$120,332→ $0
Total Net Assets Fund Balance$536,604$677,896▲ $141,292
Total Liabilities and Net Assets / Fund Balance$537,804$677,896▲ $140,092
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Chris Van HemelrljckChair
Lorraine HortonDirector
Philip TracyDirector
James W BlackerbySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$16,939
Program Service Revenue
$0
Investment Income
$14,584
Other Revenue
$0
All Other Contributions
$16,939
Change in Net Assets
$-3,919
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,144
Other Expenses$8,298
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,644--$22,644
Grants to Domestic Individuals$4,500--$4,500
Fees for Service Investment Mgmnt Fees-$4,468-$4,468
Insurance-$3,096-$3,096
Fees for Services Accounting-$650-$650
Fees for Services Legal-$44-$44
Office Expenses-$40-$40
Total Functional Expenses$27,144$8,298$0$35,442
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 35% controlled entity
No
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 adheres to a rigorous and thorough document retention policy.”

Conflict of interest policy compliance Part VI line 12C

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

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
Linda Hennessey
Title
Treasurer
Signed
2022-02-01
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 CPA
Phone
4017924800
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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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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014584
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031523
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0537804
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0677896
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Hennessey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-01
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/PreparationDt02022-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Betsy C Wisehart CPA
ReturnHeader/ReturnTs02022-01-27T15:04:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Linda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hennessey
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$677,896
Liabilities
$0
Net assets
$677,896
Revenue
$31,523
Expenses
$35,442
Net income
-$3,919
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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