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← MT BAKER ROTARY FOUNDATION

Form 990 for tax year 2023

Filed by MT BAKER ROTARY FOUNDATION.

Totals

Total revenue
$326,874
Total expenses
$297,781
Contributions and grants received
$282,142
Grants paid
$289,252
Program service revenue
$0
Investment income
$16,362
Other revenue
$28,370
Total assets, end of year
$843,793
Total liabilities, end of year
$194,675
Net assets or fund balances, end of year
$649,118
Program services expenses (Part IX)
$296,276
Management and general expenses
$1,505
Fundraising expenses
$0
Program service expenses (Part III)
$296,276

Program services were 99.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $235,662

  • 1f · All other contributions, gifts and grants

    $46,480

  • 3 · Investment income

    total $15,646 · excluded $15,646

  • 7a · Gross sales of assets other than inventory

    securities $11,826

  • 7b · Less cost or other basis and sales expenses

    securities $11,110

  • 7c · Gain or loss

    securities $716

  • 7d · Net gain or loss

    total $716 · excluded $716

  • 8a · Fundraising events: gross income

    $72,443

  • 8a · Fundraising events: contributions included on line 1c

    $235,662

  • 8b · Fundraising events: direct expenses

    $44,073

  • 8c · Net income from fundraising events

    total $28,370 · excluded $28,370

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $193,127 · program services $193,127

  • 2 · Grants to domestic individuals

    total $79,125 · program services $79,125

  • 3 · Grants to foreign organizations and individuals

    total $17,000 · program services $17,000

  • 11c · Fees: accounting

    total $1,000 · management and general $1,000

  • 11f · Fees: investment management

    total $6,984 · program services $6,984

  • 13 · Office expenses

    total $40 · program services $40

  • 24e · All other expenses

    total $505 · management and general $505

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $162,969 · end of year $268,200

  • 3 · Pledges and grants receivable

    end of year $64

  • 9 · Prepaid expenses and deferred charges

    beginning of year $24,571 · end of year $33,715

  • 11 · Investments: publicly traded securities

    beginning of year $471,173 · end of year $541,814

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,830 · end of year $4,675

  • 18 · Grants payable

    beginning of year $71,550 · end of year $190,000

  • 27 · Net assets without donor restrictions

    beginning of year $565,333 · end of year $649,118

Mission and programs · 2023

Mission

THE FOUNDATION FOCUSES ON SUPPORTING THE LOCAL COMMUNITY AND INTERNATIONAL HUMANITARIAN PROJECTS WITH OTHER ROTARY HOST CLUBS.

Activities or mission (Part I)

TO OBTAIN FUNDS FOR THE CHARITABLE BENEFIT OF THE LYNDEN AREA.

  • THIS YEAR THE FOUNDATION CONTRIBUTED A GRANT ($25,000) TO A LOCAL CHARITY THAT FOCUSES ON EQUIPPING HIGH SCHOOL STUDENTS WITH THE SKILLS TO CONNECT WITH OTHER STUDENTS. THE GOAL IS TO HAVE A STUDENT BODY WHERE ALL STUDENTS HAVE A PERSONAL/SOCIAL CONNECTION WITH ANOTHER STUDENT. THE BENEFIT IS IMPROVED MENTAL HEALTH AND SUPPORT NETWORKF FOR ALL STUDENTS. ANOTHER GRANT ($24,267 SPENT AS OF 4/15/2025, REMAINDER ($75,733) DISTRIBUTED BEFORE 6/30/25) HAS BEEN EARMARKED TO PROVIDE GRANTS TOWARDS IMPROVEMENTS TO THE LOCAL CITY PARKS.

    Expenses $200,151 · Grants $193,127

  • STUDENT SCHOLARSHIPS OF $3,000 TO 25 LOCAL HIGH SCHOOL STUDENTS FOR UNIVERSITY, COLLEGE OR TECHNICAL TRAINING.

    Expenses $79,125 · Grants $79,125

  • INTERNATIONAL GRANT PROVIDED TO A ROTARY CLUB IN NIGERIA FOR $15,000 TO SUPPORT A MATCHING GRANT FROM ROTARY INTERNATIONAL FOR WATER WELLS IN LOCAL COMMUNITIES

    Expenses $17,000 · Grants $17,000

As filed on the 2023 return.

Listed in Part VII

  • Jordan Roorda

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Jason Jorgenson

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Nathan Zylstra

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Todd Wong

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Mike Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brad Rader

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202501289349300005

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