Civic Intelligence

Wake Forest Kiwanis Foundation Inc

990EZ • Fiscal year 2020 • EIN 20-8965083

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A
PO Box 927Wake Forest, NC 27588

(919) 810-9821

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

13th percentile

-63%

Higher net margin than 13% of similar nonprofits.

2020 filings • NTEE P80 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • NTEE P80 • <$500k nonprofits • Source year 2020

Asset Growth

8th percentile

-39%

Faster asset growth than 8% of similar nonprofits.

2020 filings • NTEE P80 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-60%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • NTEE P80 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,899

Down $7,574 (-39%) from 2019

Net Assets

Down

$11,899

Down $7,574 (-39%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$11,959

Down $17,892 (-60%) from 2019

Expenses

Down

$19,533

Down $10,637 (-35%) from 2019

Net Income

Down

-$7,574

Down $7,255 (-2274%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$30K$20K$10K$0Assets 2017: $23,921Net Assets 2017: $23,9212017Assets 2018: $19,792Net Assets 2018: $19,7922018Assets 2019: $19,473Net Assets 2019: $19,4732019Assets 2020: $11,899Net Assets 2020: $11,8992020Assets 2024: $13,869Net Assets 2024: $13,8692024

Highlighted filing

2020

Assets$11,899
Liabilities-
Net Assets$11,899
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$40K$20K$0-$20KRevenue 2017: $28,216Expenses 2017: $19,585Net Income 2017: $8,6312017Revenue 2018: $30,549Expenses 2018: $34,678Net Income 2018: -$4,1292018Revenue 2019: $29,851Expenses 2019: $30,170Net Income 2019: -$3192019Revenue 2020: $11,959Expenses 2020: $19,533Net Income 2020: -$7,5742020Revenue 2024: $18,254Expenses 2024: $13,600Net Income 2024: $4,6542024

Highlighted filing

2020

Revenue$11,959
Expenses$19,533
Net Income-$7,574
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$22,473
Mission and Program Overview

Mission

To improve the quality of life for children and youth locally, nationally, and internationally.

Program Services

DescriptionGrantsExpenses
IMPROVING THE QUALITY OF LIFE FOR CHILDREN AND YOUTH LOCALLY AND THROUGHOUT THE WORLD. DISTRIBUTED DICTIONARIES TO ALL THIRD GRADERS IN SEVERAL AREA ELEMENTARY SCHOOLS. COLLECTED SCHOOL SUPPLIES FOR AREA SCHOOLS. COLLECTED SUPPLIES FOR LOCAL SOCIAL SERVICES AND FOOD PANTRIES. COLLECTED FOOD AROUND THE HOLIDAYS TO HELP FAMILIES IN NEED. SPONSORED YOUTH LEADERSHIP PROGRAMS AT SEVERAL LOCAL SCHOOLS. DISTRIBUTED 3 SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS FROM LOCAL SCHOOLS. PARTICIPATED IN DISTRICT AND INTERNATIONAL SERVICE PROJECTS OF KIWANIS INTERNATIONAL.-$19,533
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER RUSSELLPresident-$0--
SHERI BAUERVice Preside-$0--
DAVID SHEARONTreasurer-$0--
SANDRA THOMASSONSecretary-$0--
JAMES SPADATTOBoard Member-$0--
SANFORD BAILEYBoard Member-$0--
THOMAS WALTERSBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Wake Forest Kiwanis Foundation Inc
EIN
20-8965083
Phone
9198109821
Address
PO BOX 927, WAKE FOREST, NC 27588

Signing Officer

Name
Roger Russell
Title
President
Phone
9198109821
Signed
2021-11-15
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses food drive 1,307 sponsored youth 890 donations 6,700 scholarships 6,000 rise against hunger 4,636 total 19,533”

Form 990-ez, Part III

“To improve the quality of life for children and youth locally, nationally, and internationally.”

Form 990-ez, Part III, Line 28

“Improving the quality of life for children and youth locally and throughout the world. Distributed dictionaries to all third graders in several area elementary schools. Collected school supplies for area schools. Collected supplies for local social services and food pantries. Collected food around the holidays to help families in need. Sponsored youth leadership programs at several local schools. Distributed 3 scholarships to graduating high school students from local schools. Participated in district and international service projects of kiwanis international.”

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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CompensationExplanation/CompensationExplanationGrp/PersonNm4JAMES SPADATTO
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CompensationExplanation/CompensationExplanationGrp/PersonNm6THOMAS WALTERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SANFORD BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6THOMAS WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019533
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN AND YOUTH LOCALLY, NATIONALLY, AND INTERNATIONALLY.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019533
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010514
IRS990EZ/SpecialEventsNetIncomeLossAmt07888
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019533
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IRS990EZ/TotalRevenueAmt011959
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04071
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037270
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0234094
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022473
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080837
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IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt07281
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt07281
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt010514
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IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt0433
IRS990ScheduleG/GamingInformationGrp/RentFacilityCostsBingoAmt02800
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IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0DAVID SHEARON
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 927
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0WAKE FOREST
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0NC
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FOOD DRIVE 1,307 SPONSORED YOUTH 890 DONATIONS 6,700 SCHOLARSHIPS 6,000 RISE AGAINST HUNGER 4,636 TOTAL 19,533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN AND YOUTH LOCALLY, NATIONALLY, AND INTERNATIONALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IMPROVING THE QUALITY OF LIFE FOR CHILDREN AND YOUTH LOCALLY AND THROUGHOUT THE WORLD. DISTRIBUTED DICTIONARIES TO ALL THIRD GRADERS IN SEVERAL AREA ELEMENTARY SCHOOLS. COLLECTED SCHOOL SUPPLIES FOR AREA SCHOOLS. COLLECTED SUPPLIES FOR LOCAL SOCIAL SERVICES AND FOOD PANTRIES. COLLECTED FOOD AROUND THE HOLIDAYS TO HELP FAMILIES IN NEED. SPONSORED YOUTH LEADERSHIP PROGRAMS AT SEVERAL LOCAL SCHOOLS. DISTRIBUTED 3 SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS FROM LOCAL SCHOOLS. PARTICIPATED IN DISTRICT AND INTERNATIONAL SERVICE PROJECTS OF KIWANIS INTERNATIONAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09198109821
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAKE FOREST KIWANIS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0208965083
ReturnHeader/Filer/PhoneNum09198109821
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 927
ReturnHeader/Filer/USAddress/CityNm0WAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027588
ReturnHeader/ReturnTs02021-11-15T17:59:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUSSELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,899
Liabilities
-
Net assets
$11,899
Revenue
$11,959
Expenses
$19,533
Net income
-$7,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$13.9$18.3$13.6$4.65
2020Detailed filing. Detailed filing data is available for this year.$11.9$11.9$12.0$19.5$7.57
2019Detailed filing. Detailed filing data is available for this year.$19.5$19.5$29.9$30.2$0.32
2018Detailed filing. Detailed filing data is available for this year.$19.8$19.8$30.5$34.7$4.13
2017Detailed filing. Detailed filing data is available for this year.$23.9$23.9$28.2$19.6$8.63