MT BAKER ROTARY FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MT BAKER ROTARY FOUNDATION (EIN 91-1721997)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-21
- IRS object ID
- 202141119349301529
- Schema version
- 2019v5.2
- 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 | 2021-04-21T14:14:11-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2211 RIMLAND DR STE 422 | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | 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 | 2021-04-21 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KLAYTON TJOELKER CPA | PreparerPersonNm |
| PTIN | P01526584 | PTIN |
| Phone | 3607344280 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $758,054 | 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 | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 57 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $154,455 | PYContributionsGrantsAmt |
| CY Contributions Grants | $456,333 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $51,710 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,940 | CYInvestmentIncomeAmt |
| PY Other Revenue | $62,755 | PYOtherRevenueAmt |
| CY Other Revenue | $128,248 | CYOtherRevenueAmt |
| PY Total Revenue | $268,920 | PYTotalRevenueAmt |
| CY Total Revenue | $601,521 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $244,120 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $118,005 | 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 | $6,856 | PYOtherExpensesAmt |
| CY Other Expenses | $452,106 | CYOtherExpensesAmt |
| PY Total Expenses | $250,976 | PYTotalExpensesAmt |
| CY Total Expenses | $570,111 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,944 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $31,410 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $571,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $548,496 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $69,561 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,289 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $502,376 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $504,207 | 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 | $507,619 | ExpenseAmt |
| Grant | $65,165 | GrantAmt |
| Desc | SUPPORT FOR LOCAL NON-PROFIT ORGANIZATIONS: EACH YEAR A MAJOR PROJECT IS SELECTED BY THE CURRENT PRESIDENT OF THE CLUB. THIS YEAR THE FOUNDATION BUILT A LARGE OUTDOOR RECREATIONAL SECTION AT A LOCAL PARK WHICH INCLUDED CLIMBING BOULDERS, FOUR PICKELBALL COURTS, A SAND VOLLEYBALL COURT, AND TWO BASKETBALL COURTS. ADDITIONALLY, THE FOUNDATION REGULARLY SUPPORTS THE LOCAL FUTURE FARMERS OF AMERICA CHAPTER WITH THEIR LIVESTOCK AUCTION OF ANIMALS RAISED BY THE CHAPTER MEMBERS. THE ORGANIZATION ALSO SUPPORTS THE CHARTERING FOR THE LOCAL BOY SCOUT TROOP AND SENDS SEVERAL HIGH SCHOOL STUDENTS TO NATIONAL LEADERSHIP CONFERENCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,250 | ExpenseAmt |
| Grant | $38,250 | GrantAmt |
| Desc | STUDENT SCHOLARSHIPS: THE FOUNDATION GRANTED 25 HIGH SCHOOL STUDENTS $1,500 SCHOLARSHIPS FOR UNIVERSITY, COLLEGE, OR TECHNICAL TRAINING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,489 | ExpenseAmt |
| Grant | $14,590 | GrantAmt |
| Desc | MISCELLANEOUS AND INTERNATIONAL PROJECTS: INVOLVES FUNDING SEVERAL WATER WELLS IN AFRICA THAT SUPPORTS WOMEN RUNNING SMALL HOME BASED BUSINESSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $562,358 | 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 | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 (7 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 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TODD WONG | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADAM KLASSEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILL VANDERHAGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON JORGENSON | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NATHAN ZYLSTRA | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIC VANERHAGE | ||||||
| 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 | $145,400 | FundraisingAmt |
| All Other Contributions | $310,933 | AllOtherContributionsAmt |
| Total Contributions | $456,333 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,911 | TotalRevenueColumnAmt |
| Exclusion | $20,911 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $114,637 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $118,608 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,971 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,971 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$3,971 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $166,173 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $145,400 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $37,925 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,248 | TotalRevenueColumnAmt |
| Exclusion | $128,248 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $601,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$3,971 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $149,159 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,165 | TotalAmt |
| Program Services | $65,165 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,250 | TotalAmt |
| Program Services | $38,250 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,590 | TotalAmt |
| Program Services | $14,590 | 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 | $6,753 | TotalAmt |
| Management And General | $6,753 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,250 | TotalAmt |
| Program Services | $3,250 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71 | TotalAmt |
| Program Services | $71 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL PROJECT | Desc |
| Total | $441,032 | TotalAmt |
| Program Services | $441,032 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,111 | TotalAmt |
| Program Services | $562,358 | ProgramServicesAmt |
| Management And General | $7,753 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,864 | BOYAmt |
| EOY | $69,279 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $23,200 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,675 | BOYAmt |
| EOY | $250 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,398 | BOYAmt |
| EOY | $455,767 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,937 | BOYAmt |
| EOY | $548,496 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933 | BOYAmt |
| EOY | $4,434 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,628 | BOYAmt |
| EOY | $39,855 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,561 | BOYAmt |
| EOY | $44,289 | 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 | $502,376 | BOYAmt |
| EOY | $504,207 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,376 | BOYAmt |
| EOY | $504,207 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,937 | BOYAmt |
| EOY | $548,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $31,410 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$29,579 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $142,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153,320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274,023 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $130,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $456,333 | CurrentTaxYearAmt |
| Total | $1,156,419 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,670 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $431,340 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $228,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $253,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $432,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $217,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $456,333 | CurrentTaxYearAmt |
| Total | $1,587,759 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $5,669 | CurrentTaxYearAmt |
| Total | $5,669 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $5,669 | CurrentTaxYearAmt |
| Total | $5,669 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,582,090 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,911 | CurrentTaxYearAmt |
| Total | $89,960 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,911 | CurrentTaxYearAmt |
| Total | $89,960 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $24,946 | CurrentTaxYearMinus1YearAmt |
| Total | $41,210 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $244,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $276,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $452,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $477,244 | CurrentTaxYearAmt |
| Total | $1,718,929 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92740 | PublicSupportPY509Pct |
| Investment Income CY | 0.05230 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $437,167 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $38,601 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,579 | AdministrativeExpensesAmt |
| End Year Balance | $494,189 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $357,934 | BeginningYearBalanceAmt |
| Contributions | $16,100 | ContributionsAmt |
| Investment Earnings Or Losses | $68,441 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,308 | AdministrativeExpensesAmt |
| End Year Balance | $437,167 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $372,658 | BeginningYearBalanceAmt |
| Contributions | $11,032 | ContributionsAmt |
| Investment Earnings Or Losses | -$21,061 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,694 | AdministrativeExpensesAmt |
| End Year Balance | $357,934 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDWARD JONES INVESTMENTS | Desc |
| Book Value | $455,767 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $455,767 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SCHOLARSHIPS OUTSTANDING | $39,700 |
| MAJOR PROJECT PAYABLE | $155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,855 | TotalLiabilityAmt |
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 | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN REGION | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $14,590 | RegionTotalExpendituresAmt |
| 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 | $14,590 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $14,590 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Purpose Of Grant | TO FUND THE BUILDING OF WELLS IN AFRICA. | PurposeOfGrantTxt |
| Cash Grant | $14,590 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK PAYMENT | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| 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 |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $311,573 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $145,400 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $166,173 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $16,003 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $21,922 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $311,573 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $145,400 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $166,173 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $16,003 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,922 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $37,925 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $128,248 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LYNDEN JUNIOR LIVESTOCK AUCTION | |||||||
| 3202 BEHME ROAD | CUSTER | WA | 98240 | 020635695 | 501(C)(3) | $9,971 | TO SUPPORT FFA PROJECTS. |
| THE ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | 361707667 | 501(C)(3) | $7,700 | ROTARY FOUNDATION |
| NORTHWEST WASHINGTON FAIR ASSOCIATION | |||||||
| 1775 FRONT ST | LYNDEN | WA | 98264 | 911624769 | 501(C)(3) | $9,008 | TO SUPPORT CLOCKTOWER RESTORATION. |
| ROTARY OF CLUB OF LYNWOOD | |||||||
| PO BOX 5856 | LYNWOOD | WA | 98264 | 911495396 | 501(C)(3) | $5,000 | TO PROVIDE FUNDING FOR HYGIENE PRODUCTS IN POOR COMMUNITIES GLOBALLY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS. | 25 | $37,500 |
| STUDENT OF THE MONTH AWARDS. | 15 | $750 |
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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS APPROXIMATELY 57 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. |
| FORM 990, PART XII, LINE 1: | THE ROTARY SWITCHED FROM THE CASH METHOD TO ACCRUAL METHOD. |