MT BAKER ROTARY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MT BAKER ROTARY FOUNDATION (EIN 91-1721997)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-12-07
- IRS object ID
- 201523419349300812
- Schema version
- 2014v5.0
- 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 | 2015-12-07T14:47:11-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911721997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION OF THE ROTARY CLUB OF MT BAKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | 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 | JEFF OETGEN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3603545545 | PhoneNum |
| Signature | 2015-12-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE FORBES-CPA | PreparerPersonNm |
| PTIN | P00012098 | PTIN |
| Phone | 3607344280 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF OETGEN | 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 | $347,343 | 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 | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $199,131 | PYContributionsGrantsAmt |
| CY Contributions Grants | $173,109 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,089 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,123 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$22,701 | PYOtherRevenueAmt |
| CY Other Revenue | $77,088 | CYOtherRevenueAmt |
| PY Total Revenue | $189,519 | PYTotalRevenueAmt |
| CY Total Revenue | $270,320 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $124,938 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $205,425 | 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 | $5,432 | PYOtherExpensesAmt |
| CY Other Expenses | $4,612 | CYOtherExpensesAmt |
| PY Total Expenses | $130,370 | PYTotalExpensesAmt |
| CY Total Expenses | $210,037 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $59,149 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $60,283 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $384,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $483,211 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $40,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,650 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $344,773 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $405,561 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO OBTAIN FUNDS FOR THE CHARITABLE BENEFIT OF THE LYNDEN AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $82,650 | ExpenseAmt |
| Grant | $82,650 | GrantAmt |
| Desc | BURNED CHILDREN RECOVERY FOUNDATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,605 | ExpenseAmt |
| Grant | $43,605 | GrantAmt |
| Desc | SUPPORT FOR LOCAL NON-PROFIT ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $42,000 | ExpenseAmt |
| Grant | $42,000 | GrantAmt |
| Desc | STUDENT SCHOLARSHIPS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,170 | ExpenseAmt |
| Grant | $37,170 | GrantAmt |
| Desc | MISCELLANEOUS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $37,170 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $37,170 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $205,425 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | 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 | JEFF OETGEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3603545545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 - 5TH STREET | 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 (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KEVIN PAWLOWSKI | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STAN STUURMANS | ||||||
| VICE-PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIK VANERSTROM | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF OETGEN | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRAD RADER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL KENNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DON EUCKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOREN VANDERYACHT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON VEKVED | ||||||
| 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 | $134,704 | FundraisingAmt |
| All Other Contributions | $38,405 | AllOtherContributionsAmt |
| Total Contributions | $173,109 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,063 | TotalRevenueColumnAmt |
| Exclusion | $3,063 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,436 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,376 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,060 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,060 | TotalRevenueColumnAmt |
| Exclusion | $17,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $110,735 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $134,704 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $33,647 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,088 | TotalRevenueColumnAmt |
| Exclusion | $77,088 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $270,320 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $97,211 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,182 | TotalAmt |
| Program Services | $156,182 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,000 | TotalAmt |
| Program Services | $42,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,243 | TotalAmt |
| Program Services | $7,243 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,612 | TotalAmt |
| Management And General | $4,612 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,037 | TotalAmt |
| Program Services | $205,425 | ProgramServicesAmt |
| Management And General | $4,612 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,785 | BOYAmt |
| EOY | $110,553 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,988 | BOYAmt |
| EOY | $372,658 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,773 | BOYAmt |
| EOY | $483,211 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,000 | BOYAmt |
| EOY | $77,650 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,000 | BOYAmt |
| EOY | $77,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,773 | BOYAmt |
| EOY | $405,561 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,773 | BOYAmt |
| EOY | $405,561 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,773 | BOYAmt |
| EOY | $483,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $60,283 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $505 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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 | $29,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $196,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,109 | CurrentTaxYearAmt |
| Total | $416,622 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $170,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $202,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,088 | CurrentTaxYearAmt |
| Total | $608,721 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $199,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $217,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $204,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $250,197 | CurrentTaxYearAmt |
| Total | $1,025,343 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,025,343 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $5,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,063 | CurrentTaxYearAmt |
| Total | $21,035 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $5,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,063 | CurrentTaxYearAmt |
| Total | $21,035 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $12,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $442 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,059 | CurrentTaxYearAmt |
| Total | $30,389 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $199,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $235,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $217,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $270,319 | CurrentTaxYearAmt |
| Total | $1,076,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95220 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96730 | PublicSupportPY509Pct |
| Investment Income CY | 0.01950 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01890 | 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 | $347,988 | BeginningYearBalanceAmt |
| Contributions | $8,655 | ContributionsAmt |
| Investment Earnings Or Losses | $20,627 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,612 | AdministrativeExpensesAmt |
| End Year Balance | $372,658 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,365 | BeginningYearBalanceAmt |
| Contributions | $34,454 | ContributionsAmt |
| Investment Earnings Or Losses | $57,601 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,432 | AdministrativeExpensesAmt |
| End Year Balance | $347,988 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $210,706 | BeginningYearBalanceAmt |
| Contributions | $13,407 | ContributionsAmt |
| Investment Earnings Or Losses | $37,252 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $261,365 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $204,330 | BeginningYearBalanceAmt |
| Contributions | $4,150 | ContributionsAmt |
| Investment Earnings Or Losses | $2,226 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $210,706 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $162,962 | BeginningYearBalanceAmt |
| Contributions | $14,650 | ContributionsAmt |
| Investment Earnings Or Losses | $26,718 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $204,330 | 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 | $372,658 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $372,658 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SCHOLARSHIPS OUTSTANDING | $40,000 |
| BURNED CHILDREN RECOVERY FOUNDATION | $37,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $77,650 | 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 |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | KATHMANDU, NEPAL | RegionTxt |
| Purpose Of Grant | TO PROVIDE ASSISTANCE TO A LOCAL HOSPITAL. | PurposeOfGrantTxt |
| Cash Grant | $7,243 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
| 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 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $245,439 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $134,704 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $110,735 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $13,851 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $19,796 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $245,439 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $134,704 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $110,735 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $13,851 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,796 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $33,647 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $77,088 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NOOKSACK VALLEY SCHOOL DISTRICT | |||||||
| 3326 EAST BADGER ROAD | EVERSON | WA | 98247 | 911172018 | 501(C)(3) | $25,000 | PLAYGROUND PROJECT. |
| LYNDEN JUNIOR LIVESTOCK AUCTION | |||||||
| 3202 BEHME ROAD | CUSTER | WA | 98240 | 020635695 | 501(C)(3) | $8,333 | TO SUPPORT FFA PROJECTS. |
| CHRISTIAN HEALTH CARE CENTER | |||||||
| 1203 BRADLEY ROAD | LYNDEN | WA | 98264 | 910645439 | 501(C)(3) | $7,000 | ADULT CARE CENTER PROJECT. |
| THE ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | 361707667 | 501(C)(3) | $6,400 | ROTARY FOUNDATION |
| BURNED CHILDREN RECOVERY FOUNDATION | |||||||
| 409 WOOD PLACE | EVERETT | WA | 98203 | 911538856 | 501(C)(3) | $82,650 | CAMP SCHOLARSHIPS. |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS. | GrantTypeTxt |
| Recipient | 20 | RecipientCnt |
| Cash Grant | $40,000 | CashGrantAmt |
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 60 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 11 | 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 FOUNDATION OF THE ROTARY CLUB OF MT. BAKER. |