Civic Intelligence

East Greenwich Rotary Charitable Fu

EIN 45-5533943 • 501(c)3 • East Greenwich, RI

Profile

Educational and Charitable Grants

PO Box 222 STE 27East Greenwich, RI 02818

www.egrotary.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

43rd percentile

-0.4%

Higher net margin than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

45th percentile

-5.3%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

-0.4%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,684

Down $95 (-5.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$1,684

No earlier filing loaded for comparison.

Revenue

Down

$23,970

Down $85 (-0.4%) from 2024

Expenses

Down

$24,065

Down $242 (-1.0%) from 2024

Net Income

Up

-$95

Up $157 (+62%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2013: $20,003Liabilities 2013: $13,000Net Assets 2013: $7,0032013Assets 2014: $10,299Liabilities 2014: $3,843Net Assets 2014: $6,4562014Assets 2015: $4,808Liabilities 2015: $6252015Assets 2016: $8,603Liabilities 2016: $1,124Net Assets 2016: $7,4792016Assets 2017: $4,854Liabilities 2017: $1,220Net Assets 2017: $3,6342017Assets 2018: $6,240Liabilities 2018: $1,839Net Assets 2018: $4,4012018Assets 2019: $4,298Liabilities 2019: $905Net Assets 2019: $3,3932019Assets 2020: $3,745Liabilities 2020: $361Net Assets 2020: $3,3842020Assets 2021: $3,503Liabilities 2021: $0Net Assets 2021: $3,5032021Assets 2022: $6,603Liabilities 2022: $0Net Assets 2022: $6,6032022Assets 2023: $2,031Liabilities 2023: $0Net Assets 2023: $2,0312023Assets 2024: $1,779Liabilities 2024: $02024Assets 2025: $1,684Liabilities 2025: $0Net Assets 2025: $1,6842025

Highlighted filing

2025

Assets$1,684
Liabilities$0
Net Assets$1,684

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $109,672Expenses 2013: $102,669Net Income 2013: $7,0032013Revenue 2014: $100,313Expenses 2014: $100,860Net Income 2014: -$5472014Revenue 2015: $100,726Expenses 2015: $102,999Net Income 2015: -$2,2732015Revenue 2016: $108,648Expenses 2016: $105,352Net Income 2016: $3,2962016Revenue 2017: $70,561Expenses 2017: $74,406Net Income 2017: -$3,8452017Revenue 2018: $25,339Expenses 2018: $25,792Net Income 2018: -$4532018Revenue 2019: $19,636Expenses 2019: $20,644Net Income 2019: -$1,0082019Revenue 2020: $13,197Expenses 2020: $13,206Net Income 2020: -$92020Revenue 2021: $18,713Expenses 2021: $18,594Net Income 2021: $1192021Revenue 2022: $20,695Expenses 2022: $17,595Net Income 2022: $3,1002022Revenue 2023: $17,241Expenses 2023: $21,813Net Income 2023: -$4,5722023Revenue 2024: $24,055Expenses 2024: $24,307Net Income 2024: -$2522024Revenue 2025: $23,970Expenses 2025: $24,065Net Income 2025: -$952025

Highlighted filing

2025

Revenue$23,970
Expenses$24,065
Net Income-$95

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.24$0.24$0.00
2024Summary only. Only limited summary data is available for this year.$0.02$0.00$0.24$0.24$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.17$0.22$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.21$0.18$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.19$0.19$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.03$0.13$0.13$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.01$0.03$0.20$0.21$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.02$0.04$0.25$0.26$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.01$0.04$0.71$0.74$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.01$0.07$1.09$1.05$0.03
2015Summary only. Only limited summary data is available for this year.$0.05$0.01$1.01$1.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.04$0.06$1.00$1.01$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.13$0.07$1.10$1.03$0.07
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$28,851
Mission and Program Overview

Mission

Educational and Charitable Grants

Program Services

DescriptionGrantsExpenses
The East Greenwich Rotary Charitable Fund uses its resources to raise and distribute funds to other charitable organizations and for a variety of charitable purposes-$17,218
The East Greenwich Rotary Charitable Fund uses its resources to raise and distribute funds to qualified international charitable organizations.-$2,560
The East Greenwich Rotary Charitable Fund uses its resources to promote academic achievement among students in the community through scholarships.-$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John WolcottTreasurerPT$0--
Kate UphamPresidentPT$0--
Kathryn McMahonSecretaryPT$0--
William TenEyckVicepresidenyPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Citrus----
Gift Card Pg----
Filing and Contact Details

Filer

Filer Name
East Greenwich Rotary Charitable Fu
EIN
45-5533943
Address
PO Box 222 STE 27, East Greenwich, RI 02818

Signing Officer

Name
John Wolcott
Title
Treasurer
Phone
4019423614
Signed
2023-11-06
Discuss with paid preparer
No

Preparer

Firm
Wisehart Inc
Address
PO Box 881449, Port Saint Lucie, FL 34988
Preparer
Betsy C Wisehart CPA
Phone
4017924800
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Community Service Distributions Amount 17,218Activity Guatemalan Mission Trip Activity Clean Water Distributions Amount 1,100Activity Heifer Project Distributions Amount 100Activity Scholarship Distributions Amount 2,000Activity International Service Distributions Amount 1,360Activity ALS Project Activity RYLA Distributions Activity Rotaract and Interact Activity Scholarships Activity Paul Harris Fellow Activity Plan International Activity ALS Donation to RI Chapter ALS Activity Rotary Foundation Activity Charity

Description of other expenses Part I line 16

Description AmountBank Charges 35

Raw XML Appendix166 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/PersonNm0John Wolcott
IRS990EZ/BooksInCareOfDetail/PhoneNum04019423614
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 222
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0East Greenwich
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002818
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06603
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02031
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4572
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06603
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02031
IRS990EZ/FundraisingGrossIncomeAmt020724
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021778
IRS990EZ/GrossReceiptsAmt028851
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06603
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02031
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Wolcott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kate Upham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kathryn McMahon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3William TenEyck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VicePresideny
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational and Charitable Grants
IRS990EZ/ProgramServiceRevenueAmt08127
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The East Greenwich Rotary Charitable Fund uses its resources to promote academic achievement among students in the community through scholarships.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The East Greenwich Rotary Charitable Fund uses its resources to raise and distribute funds to other charitable organizations and for a variety of charitable purposes
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The East Greenwich Rotary Charitable Fund uses its resources to raise and distribute funds to qualified international charitable organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117218
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22560
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011610
IRS990EZ/SpecialEventsNetIncomeLossAmt09114
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021813
IRS990EZ/TotalProgramServiceExpensesAmt021778
IRS990EZ/TotalRevenueAmt017241
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.egrotary.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034298
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt020724
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt024879
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt025927
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt019256
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt02447
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt093233
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0127531
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028727
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037313
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024554
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08086
IRS990ScheduleA/Total509Grp/TotalAmt0127531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt024554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08086
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0127531
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gift Card Pg
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Citrus
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Community Service Distributions Amount 17,218Activity Guatemalan Mission Trip Activity Clean Water Distributions Amount 1,100Activity Heifer Project Distributions Amount 100Activity Scholarship Distributions Amount 2,000Activity International Service Distributions Amount 1,360Activity ALS Project Activity RYLA Distributions Activity Rotaract and Interact Activity Scholarships Activity Paul Harris Fellow Activity Plan International Activity ALS Donation to RI Chapter ALS Activity Rotary Foundation Activity Charity
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Charges 35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0John Wolcott
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04019423614
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0East Greenwich Rotary Charitable Fu
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0455533943
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 222 STE 27
ReturnHeader/Filer/USAddress/CityNm0East Greenwich
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002818
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050510119
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 881449
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Saint Lucie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034988
ReturnHeader/PreparerPersonGrp/PhoneNum04017924800
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Betsy C Wisehart CPA
ReturnHeader/ReturnTs02023-11-09T15:52:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wolcott
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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