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Nonprofiteer
← BAKERSFIELD ROTARY WEST FOUNDATION

Form 990 for tax year 2023

Filed by BAKERSFIELD ROTARY WEST FOUNDATION.

Totals

Total revenue
$109,352
Total expenses
$110,279
Contributions and grants received
$102,815
Grants paid
$101,787
Program service revenue
$0
Investment income
$40,190
Other revenue
-$33,653
Total assets, end of year
$1,288,350
Total liabilities, end of year
$408
Net assets or fund balances, end of year
$1,287,942
Program services expenses (Part IX)
$101,787
Management and general expenses
$8,492
Fundraising expenses
$0
Program service expenses (Part III)
$101,787

Program services were 92.3% 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

    $102,315

  • 1f · All other contributions, gifts and grants

    $500

  • 3 · Investment income

    total $27,041 · excluded $27,041

  • 7a · Gross sales of assets other than inventory

    securities $574,707

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

    securities $561,558

  • 7c · Gain or loss

    securities $13,149

  • 7d · Net gain or loss

    total $13,149 · related or exempt $13,149

  • 8a · Fundraising events: gross income

    $17,591

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

    $102,315

  • 8b · Fundraising events: direct expenses

    $51,244

  • 8c · Net income from fundraising events

    total -$33,653 · excluded -$33,653

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $101,787 · program services $101,787

  • 11c · Fees: accounting

    total $1,625 · management and general $1,625

  • 11g · Fees: other

    total $75 · management and general $75

  • 24a · Other expenses: UBS FEES

    total $6,732 · management and general $6,732

  • 24b · Other expenses: BANK FEES

    total $60 · management and general $60

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $199

  • 2 · Savings and temporary cash investments

    beginning of year $45,755 · end of year $6,811

  • 4 · Accounts receivable

    beginning of year $200 · end of year $3,500

  • 11 · Investments: publicly traded securities

    beginning of year $1,139,853 · end of year $1,277,840

  • 15 · Other assets

    beginning of year $500 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,968 · end of year $408

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,184,340 · end of year $1,287,942

Mission and programs · 2023

Mission

FUNDING OF VARIOUS COMMUNITY SERVICES, EDUCATIONAL PROGRAMS, TEMPORARY AND IMMEDIATE NEEDS OF THE COMMUNITY.

  • PROVIDE ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS SERVING THE LESS FORTUNATE YOUTH THROUGH FUNDING IN THE AREAS OF EDUCATION, LITERACY, HEALTH, AND WELFARE.

  • Expenses $101,787 · Grants $101,787

As filed on the 2023 return.

Listed in Part VII

  • Jason Cohen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Werdel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelly Newby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jaques Jans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Al Sandrini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Douglas Carothers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angela Lockard

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Scott Barnett

    CFO

    Total calculated
    $0
    Hours/week
    1

  • Kevin Burton

    FOUNDATION PRESIDENT

    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
12 November 2024
IRS schema version
2023v5.1
Source object
202443199349314754

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