MT BAKER ROTARY FOUNDATION: Form 990, tax year 2022
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- Organization
- MT BAKER ROTARY FOUNDATION (EIN 91-1721997)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-02
- IRS object ID
- 202431249349300103
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T23:42:13-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911663574 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSON GROSS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1610 GROVER STREET A5 | AddressLine1Txt |
| City | LYNDEN | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98264 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911721997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MT BAKER ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MTBA | BusinessNameControlTxt |
| Phone | 3603545545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52 | AddressLine1Txt |
| City | LYNDEN | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98264 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD WONG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3603545545 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | WONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KLAYTON TJOELKER CPA | PreparerPersonNm |
| PTIN | P01526584 | PTIN |
| Phone | 3607344280 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TODD WONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52 | AddressLine1Txt |
| City | LYNDEN | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98264 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $560,071 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO OBTAIN FUNDS FOR THE CHARITABLE BENEFIT OF THE LYNDEN AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $191,752 | PYContributionsGrantsAmt |
| CY Contributions Grants | $363,092 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,858 | PYInvestmentIncomeAmt |
| CY Investment Income | $87,247 | CYInvestmentIncomeAmt |
| PY Other Revenue | $75,152 | PYOtherRevenueAmt |
| CY Other Revenue | $65,153 | CYOtherRevenueAmt |
| PY Total Revenue | $272,762 | PYTotalRevenueAmt |
| CY Total Revenue | $515,492 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $259,175 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $457,696 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,148 | PYOtherExpensesAmt |
| CY Other Expenses | $11,502 | CYOtherExpensesAmt |
| PY Total Expenses | $267,323 | PYTotalExpensesAmt |
| CY Total Expenses | $469,198 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,439 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $46,294 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $676,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $658,713 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $125,550 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $93,380 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $551,113 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $565,333 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION FOCUSES ON SUPPORTING THE LOCAL COMMUNITY AND INTERNATIONAL HUMANITARIAN PROJECTS WITH OTHER ROTARY HOST CLUBS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $352,712 | ExpenseAmt |
| Grant | $346,061 | GrantAmt |
| Desc | THIS YEAR THE FOUNDATION CONTRIBUTED A GRANT AS PART OF ITS MAJOR PROJECT TO A LYNDEN CITY PROJECT TO BUILD A PEDESTRIAN BRIDGE OVER A LARGE CREEK AS PART OF A CITY PEDESTRIAN AND BIKE TRAIL SYSTEM ALLOWING THE TRAIL TO EXTEND TO WESTERN PARTS OF THE CITY. TOTAL DONATION WAS $242,064. IN ADDITION A GRANT CONTRIBUTION TO A LOCAL NON PROFIT FOR COMPLETION OF THE FOOTBALL LOCKER ROOM ADDITION TO LYNDEN HIGH SCHOOL. TOTAL DONATION WAS $25,000. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $73,125 | ExpenseAmt |
| Grant | $73,125 | GrantAmt |
| Desc | STUDENT SCHOLARSHIPS OF $3,000 TO 23 LOCAL HIGH SCHOOL STUDENTS FOR UNIVERSITY, COLLEGE OR TECHNICAL TRAINING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,510 | ExpenseAmt |
| Grant | $38,510 | GrantAmt |
| Desc | INTERNATIONAL PROJECT TOTALLING $23,510 WAS A GRANT TO A ROTARY CLUB IN NEPAL TO PROVIDE SCHOOL COMPUTERS TO A SCHOOL THAT EDUCATES LOCAL CHILDREN. ANOTHER INTERNATIONAL GRANT WAS PROVIDED TO A ROTARY CLUB IN NIGERIA FOR $15,000 TO SUPPORT A MATCHING GRANT FROM ROTARY INTERNATIONAL FOR WATER WELLS IN THE LOCAL COMMUNITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $464,347 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TODD WONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3607074091 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52 | AddressLine1Txt |
| City | LYNDEN | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98264 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JORDAN ROORDA | ||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JASON JORGENSON | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NATHAN ZYLSTRA | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT TODD WONG | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE LEWIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD RADER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $312,338 | FundraisingAmt |
| All Other Contributions | $50,754 | AllOtherContributionsAmt |
| Total Contributions | $363,092 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,350 | TotalRevenueColumnAmt |
| Exclusion | $88,350 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,758 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,861 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,103 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,103 | TotalRevenueColumnAmt |
| Exclusion | -$1,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $93,871 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $312,338 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $28,718 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,153 | TotalRevenueColumnAmt |
| Exclusion | $65,153 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $515,492 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $152,400 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,061 | TotalAmt |
| Program Services | $346,061 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,125 | TotalAmt |
| Program Services | $73,125 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,510 | TotalAmt |
| Program Services | $38,510 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,651 | TotalAmt |
| Program Services | $6,651 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,851 | TotalAmt |
| Management And General | $3,851 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,198 | TotalAmt |
| Program Services | $464,347 | ProgramServicesAmt |
| Management And General | $4,851 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,913 | BOYAmt |
| EOY | $162,969 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,600 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,838 | BOYAmt |
| EOY | $24,571 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,312 | BOYAmt |
| EOY | $471,173 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,663 | BOYAmt |
| EOY | $658,713 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,000 | BOYAmt |
| EOY | $21,830 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,550 | BOYAmt |
| EOY | $71,550 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,550 | BOYAmt |
| EOY | $93,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,113 | BOYAmt |
| EOY | $565,333 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,113 | BOYAmt |
| EOY | $565,333 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,663 | BOYAmt |
| EOY | $658,713 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $46,294 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$32,074 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $130,413 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $456,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $231,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $363,092 | CurrentTaxYearAmt |
| Total | $1,333,236 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $130,413 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $456,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $231,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $363,092 | CurrentTaxYearAmt |
| Total | $1,333,236 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $103,467 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,229,769 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,350 | CurrentTaxYearAmt |
| Total | $152,074 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,946 | CurrentTaxYearMinus4YearsAmt |
| Total | $24,946 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,510,256 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $86,797 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $442,312 | BeginningYearBalanceAmt |
| Contributions | $7,211 | ContributionsAmt |
| Investment Earnings Or Losses | $28,300 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,651 | AdministrativeExpensesAmt |
| End Year Balance | $471,172 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $550,049 | BeginningYearBalanceAmt |
| Contributions | -$251,557 | ContributionsAmt |
| Investment Earnings Or Losses | $150,948 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,128 | AdministrativeExpensesAmt |
| End Year Balance | $442,312 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $455,767 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $114,771 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,161 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,328 | AdministrativeExpensesAmt |
| End Year Balance | $550,049 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $493,398 | BeginningYearBalanceAmt |
| Contributions | -$18,238 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,639 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,754 | AdministrativeExpensesAmt |
| End Year Balance | $455,767 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $494,189 | BeginningYearBalanceAmt |
| Contributions | -$16,431 | ContributionsAmt |
| Investment Earnings Or Losses | $22,496 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,856 | AdministrativeExpensesAmt |
| End Year Balance | $493,398 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUNDS ARE INTENDED TO HELP PROVIDE FUNDING FOR THE PROGRAMS OF THE FOUNDATION. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $15,000 |
| SOUTH ASIA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $23,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $38,510 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $38,510 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA | TO FUND THE BUILDING OF WELLS IN AFRICA. | $15,000 | CHECK PAYMENT | $0 |
| SOUTH ASIA | COMPUTERS FOR SCHOOLS | $23,510 | CHECK PAYMENT | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ONCE A YEAR, THE OFFICERS PUT TOGETHER A BUDGET FOR PROPOSED GRANTS. THIS IS APPROVED BY THE BOARD OF DIRECTORS AND THEN PRESENTED TO THE CLUB MEMBERS. THE BUDGETED AMOUNTS ARE COMPARED TO ACTUAL. |
| PART I, LINE 3: | ACCRUAL METHOD IS USED FOR EXPENDITURES. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $406,208 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $312,338 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $93,870 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $7,605 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $7,729 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,684 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $406,208 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $312,338 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $93,870 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,605 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $7,729 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,684 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,718 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $65,152 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| PROJECT HOPE | ||||||||
| 205 SOUTH BC AVENUE SUITE 117 | LYNDEN | WA | 98264 | 910858511 | 501(C)(3) | $6,500 | $0 | READERS CARE |
| LYNDEN COMMUNITY CENTER | ||||||||
| 401 GROVER ST | LYNDEN | WA | 98264 | 272756341 | 501(C)(3) | $7,540 | $0 | READERS CARE |
| THE ROTARY FOUNDATION | ||||||||
| 14280 COLLECTION CENTER DR | CHICAGO | IL | 60693 | 361707667 | 501(C)(3) | $7,900 | $0 | ROTARY FOUNDATION |
| LYNDEN JUNIOR LIVESTOCK SHOW AND AUCTION | ||||||||
| 3202 BEHME RD | CUSTER | WA | 98240 | 020635695 | 501(C)(3) | $6,950 | $0 | FFA PROJECTS |
| BEACON FOR LIFE | ||||||||
| PO BOX 60 | LYNDEN | WA | 98264 | 824759139 | 501(C)(3) | $7,540 | $0 | READERS CARE |
| CITY OF LYNDEN | ||||||||
| 300 4TH ST | LYNDEN | WA | 98264 | 916001257 | $242,064 | $0 | MAJOR PROJECTS | |
| GREEN AND GOLD FOOTBALL | ||||||||
| 102 SPRINGVIEW LN | LYNDEN | WA | 98264 | 262176079 | 501(C)(3) | $25,000 | $0 | MAJOR PROJECTS |
| OPERATION WARM | ||||||||
| PO BOX 822431 | PHILADELPHIA | PA | 19182 | 383663310 | 501(C)(3) | $10,500 | $0 | COATS FOR CHILDREN IN NEED |
| BOY SCOUT TROOP 4028 | ||||||||
| 500-14TH ST | LYNDEN | WA | 98264 | 911721997 | 501(C)(3) | $14,857 | $0 | BOY SCOUT RECHARTER AND TROOP SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 23 | $69,000 |
| STUDENT OF THE MONTH AWARDS | 15 | $4,125 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ONCE A YEAR, THE OFFICERS PUT TOGETHER A BUDGET FOR PROPOSED GRANTS. THIS IS APPROVED BY THE BOARD OF DIRECTORS AND THEN PRESENTED TO THE CLUB MEMBERS. THE BUDGETED AMOUNTS ARE COMPARED TO ACTUAL. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS APPROXIMATELY 52 MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MT BAKER ROTARY CLUB ELECTS THE GOVERNING BOARD AT THE BOARD OF DIRECTOR'S MEETING. ACCORDING TO THE BY-LAWS THE MEMBERS OF THE ROTARY CLUB ARE THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | ONCE THE FORM 990 IS COMPLETED BY THE ACCOUNTING FIRM, THE FORM IS REVIEWED, APPROVED, AND SIGNED AT THE NEXT BOARD OF DIRECTOR'S MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIALS ARE AVAILABLE FOR INSPECTION UPON WRITTEN REQUEST TO THE OFFICE OF THE MT BAKER ROTARY FOUNDATION. |