Civic Intelligence

Wallace Rotary Charities Fund

990EZ • Fiscal year 2023 • EIN 84-1712193

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 29, 2023

Organization ProfileN/A
117 Legacy Oaks DriveWallace, NC 28466-2409

(910) 271-2541

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2023 filings • NTEE T • <$500k nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.00x

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

2023 filings • NTEE T31 • <$500k nonprofits • Source year 2023

Net Margin

10th percentile

-137%

Higher net margin than 10% of similar nonprofits.

2023 filings • NTEE T31 • <$500k nonprofits • Source year 2023

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2023 filings • NTEE T31 • <$500k nonprofits • Source year 2023

Asset Growth

14th percentile

-41%

Faster asset growth than 14% of similar nonprofits.

2023 filings • NTEE T • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

65%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • NTEE T • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$38,501

Down $26,802 (-41%) from 2022

Net Assets

Down

$38,501

Down $26,802 (-41%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin10th percentile

Revenue

Up

$19,609

Up $7,722 (+65%) from 2022

Expenses

Up

$46,411

Up $36,543 (+370%) from 2022

Net Income

Down

-$26,802

Down $28,821 (-1427%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$80K$60K$40K$20K$0Assets 2011: $28,291Liabilities 2011: $02011Assets 2012: $31,901Liabilities 2012: $02012Assets 2013: $37,922Liabilities 2013: $02013Assets 2014: $38,418Liabilities 2014: $02014Assets 2015: $39,275Liabilities 2015: $02015Assets 2016: $43,400Liabilities 2016: $02016Assets 2017: $43,378Liabilities 2017: $02017Assets 2018: $46,147Liabilities 2018: $02018Assets 2019: $45,014Liabilities 2019: $02019Assets 2020: $60,757Liabilities 2020: $02020Assets 2021: $63,284Liabilities 2021: $02021Assets 2022: $65,303Liabilities 2022: $0Net Assets 2022: $65,3032022Assets 2023: $38,501Liabilities 2023: $0Net Assets 2023: $38,5012023Assets 2024: $39,727Liabilities 2024: $0Net Assets 2024: $39,7272024Assets 2025: $44,323Liabilities 2025: $0Net Assets 2025: $44,3232025

Highlighted filing

2023

Assets$38,501
Liabilities$0
Net Assets$38,501
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $14,397Expenses 2011: $12,880Net Income 2011: $1,5172011Revenue 2012: $18,779Expenses 2012: $15,169Net Income 2012: $3,6102012Revenue 2013: $14,818Expenses 2013: $8,797Net Income 2013: $6,0212013Revenue 2014: $12,064Expenses 2014: $11,568Net Income 2014: $4962014Revenue 2015: $10,722Expenses 2015: $9,816Net Income 2015: $9062015Revenue 2016: $9,724Expenses 2016: $5,599Net Income 2016: $4,1252016Revenue 2017: $10,614Expenses 2017: $10,636Net Income 2017: -$222017Revenue 2018: $13,208Expenses 2018: $9,919Net Income 2018: $3,2892018Revenue 2019: $7,908Expenses 2019: $9,041Net Income 2019: -$1,1332019Revenue 2020: $17,281Expenses 2020: $16,074Net Income 2020: $1,2072020Revenue 2021: $12,168Expenses 2021: $9,019Net Income 2021: $3,1492021Revenue 2022: $11,887Expenses 2022: $9,868Net Income 2022: $2,0192022Revenue 2023: $19,609Expenses 2023: $46,411Net Income 2023: -$26,8022023Revenue 2024: $10,116Expenses 2024: $8,890Net Income 2024: $1,2262024Revenue 2025: $12,860Expenses 2025: $8,264Net Income 2025: $4,5962025

Highlighted filing

2023

Revenue$19,609
Expenses$46,411
Net Income-$26,802
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 29, 2023
Return Version
2022v5.0
Gross Receipts
$23,164
Mission and Program Overview

Mission

Provide funding for non-profit entities.

Program Services

DescriptionGrantsExpenses
BOYS & GIRLS HOME OF NC (PO BOX 127, LAKE WACCAMAW, NC 28450): A PRIVATE, NON-SECTARIAN, NON-PROFIT ORGANIZATION PROVIDING RESIDENTIAL & FOSTER CARE/ADOPTION PROGRAMS FOR NEGLECTED, ABUSED & HURTING BOYS & GIRLS THAT EMPHASIZES ACADEMIC & CHRISTIAN EDUCATION TO ADDRESS THEIR PHYSICAL, EMOTIONAL, SOCIAL & SPIRITUAL NEEDS IN A HOME-LIKE CHRISTIAN SETTING. THE HOME IS SUPPORTED BY ROTARY, ELKS, KIWANIS & LION CLUBS. OUR CONTRIBUTION HELPS SUPPORT THE ROTARY COTTAGE WHICH HOUSES 8 YOUND MEN & AN ADULT COUPLE SERVING AS CHAPERONES, COUNSELORS & PARENT FIGURES. NO RELATIONSHIP EXISTS BETWEEN GRANTOR & GRANTEES. $1,000.$0$0
THELMA DINGUS BRYANT LIBRARY (409 W MAIN ST WALLACE, NC 28466): A PUBLIC NON-PROFIT LIBRARY OPERATED BY THE TOWN OF WALLACE FOR ALL THOSE LIVING IN THE AREA. OUR CONTRIBUTION HELPS SUPPORT A SUMMER READING PROGRAM FOR 150+ CHILDREN TO IMPROVE READING SKILLS, EDUCATIONAL SKILLS & FOSTER A LOVE OF READING. A PORTION OF THE MONEY ALSO PURCHASES A CHILDREN'S BOOK EACH QUARTER WHICH LISTS THE NAMES OF GUEST SPEAKERS AT THE WALLACE ROTARY CLUB AS AN HONORARIUM. $1,000.$0$0
TOWN OF WALLACE, NC: WELCOME TO WALLACE SIGN TO HELP PROMOTE THE TOWN: A ROTARY DIST GRANT TOTALING $655, A TOWN OF WALLACE GRANT TOTALING $7,500, A WALLACE 100 COMMITTEE TOTALING $3,000, A WALLACE AREA CHAMBER OF COMMERCE GRANT TOTALING $3,000 AND REMAINDER BEING CLUB FUNDS. $16,811$0$0
JAMES SPRUNT COMMUNITY COLLEGE (133 JAMES SPRUNT DR KENANSVILLE, NC 28349): ONE $1,200 SCHOLARSHIP WAS FUNDED BY THE CLUB TO HELP DUPLIN COUNTY RESIDENTS IMPROVE THEIR LIFE SKILL BY OBTAINING A COLLEGE EDUCATION. $1,200.$0$0
ADDITIONAL GRANTS WERE PROVIDED TO THE FOLLOWING NON-PROFIT ACTIVITIES:A. CUB SCOUT TROOP 35B. PET FRIENDS OF DUPLIN COUNTYTOTAL $900.$0$0
TOWN OF WALLACE: BONEY HILL POND PARK TO ADDRESS CHILDREN PLAYING AND EXERCISING, ETC. $25,500$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN F PAESTreasurer-$0--
BETTY EARLEMember-$0--
STEPHANIE DURNERSecretary-$0--
CAROL PAESMember-$0--
ROB TAYLORPresident-$0--
BRETT RODERICKPresident-Elect-$0--
KEN WILSONMembership Chair-$0--
Filing and Contact Details

Filer

Filer Name
Wallace Rotary Charities Fund
EIN
84-1712193
Phone
9102712541
Address
117 LEGACY OAKS DRIVE, WALLACE, NC 28466-2409

Signing Officer

Name
Steven F Paes
Title
Treasurer
Phone
9102712541
Signed
2023-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Haigh Byrd & Lambert Llp
Address
PO BOX 53349, FAYETTEVILLE, NC 28305-3349
Preparer
Stephen G Terry
Phone
9104831437
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: see below. Amount given: 46,411.”

Raw XML Appendix194 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/OperateHospitalInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THELMA DINGUS BRYANT LIBRARY (409 W MAIN ST WALLACE, NC 28466): A PUBLIC NON-PROFIT LIBRARY OPERATED BY THE TOWN OF WALLACE FOR ALL THOSE LIVING IN THE AREA. OUR CONTRIBUTION HELPS SUPPORT A SUMMER READING PROGRAM FOR 150+ CHILDREN TO IMPROVE READING SKILLS, EDUCATIONAL SKILLS & FOSTER A LOVE OF READING. A PORTION OF THE MONEY ALSO PURCHASES A CHILDREN'S BOOK EACH QUARTER WHICH LISTS THE NAMES OF GUEST SPEAKERS AT THE WALLACE ROTARY CLUB AS AN HONORARIUM. $1,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TOWN OF WALLACE, NC: WELCOME TO WALLACE SIGN TO HELP PROMOTE THE TOWN: A ROTARY DIST GRANT TOTALING $655, A TOWN OF WALLACE GRANT TOTALING $7,500, A WALLACE 100 COMMITTEE TOTALING $3,000, A WALLACE AREA CHAMBER OF COMMERCE GRANT TOTALING $3,000 AND REMAINDER BEING CLUB FUNDS. $16,811
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3JAMES SPRUNT COMMUNITY COLLEGE (133 JAMES SPRUNT DR KENANSVILLE, NC 28349): ONE $1,200 SCHOLARSHIP WAS FUNDED BY THE CLUB TO HELP DUPLIN COUNTY RESIDENTS IMPROVE THEIR LIFE SKILL BY OBTAINING A COLLEGE EDUCATION. $1,200.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4ADDITIONAL GRANTS WERE PROVIDED TO THE FOLLOWING NON-PROFIT ACTIVITIES:A. CUB SCOUT TROOP 35B. PET FRIENDS OF DUPLIN COUNTYTOTAL $900.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5TOWN OF WALLACE: BONEY HILL POND PARK TO ADDRESS CHILDREN PLAYING AND EXERCISING, ETC. $25,500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: SEE BELOW. AMOUNT GIVEN: 46,411.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09102712541
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-29
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ReturnHeader/Filer/EIN0841712193
ReturnHeader/Filer/PhoneNum09102712541
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 LEGACY OAKS DRIVE
ReturnHeader/Filer/USAddress/CityNm0WALLACE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560587513
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAIGH BYRD & LAMBERT LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0283053349
ReturnHeader/PreparerPersonGrp/PhoneNum09104831437
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN G TERRY
ReturnHeader/ReturnTs02023-10-09T15:40:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,501
Liabilities
$0
Net assets
$38,501
Revenue
$19,609
Expenses
$46,411
Net income
-$26,802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$12.9$8.26$4.60
2024Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$10.1$8.89$1.23
2023Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$19.6$46.4$26.8
2022Detailed filing. Detailed filing data is available for this year.$65.3$0.00$65.3$11.9$9.87$2.02
2021Summary only. Only limited summary data is available for this year.$63.3$0.00$12.2$9.02$3.15
2020Summary only. Only limited summary data is available for this year.$60.8$0.00$17.3$16.1$1.21
2019Summary only. Only limited summary data is available for this year.$45.0$0.00$7.91$9.04$1.13
2018Summary only. Only limited summary data is available for this year.$46.1$0.00$13.2$9.92$3.29
2017Summary only. Only limited summary data is available for this year.$43.4$0.00$10.6$10.6$0.02
2016Summary only. Only limited summary data is available for this year.$43.4$0.00$9.72$5.60$4.13
2015Summary only. Only limited summary data is available for this year.$39.3$0.00$10.7$9.82$0.91
2014Summary only. Only limited summary data is available for this year.$38.4$0.00$12.1$11.6$0.50
2013Summary only. Only limited summary data is available for this year.$37.9$0.00$14.8$8.80$6.02
2012Summary only. Only limited summary data is available for this year.$31.9$0.00$18.8$15.2$3.61
2011Summary only. Only limited summary data is available for this year.$28.3$0.00$14.4$12.9$1.52