MT BAKER ROTARY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MT BAKER ROTARY FOUNDATION (EIN 91-1721997)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-03
- IRS object ID
- 201203389349300125
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-12-03T17:24:53-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911663574 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSON GROSS PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 RIMLAND DR SUITE 422 | AddressLine1 |
| City | BELLINGHAM | City |
| State | WA | State |
| ZIP Code | 98226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911721997 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION OF THE ROTARY CLUB OF MT BAKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOUN | NameControl |
| Phone | 3603545545 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52 | AddressLine1 |
| City | LYNDEN | City |
| State | WA | State |
| ZIP Code | 98264 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF OETGEN | Name |
| Title | OFFICER | Title |
| Phone | 3603545545 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE FORBES CPA | Name |
| PTIN | P00012098 | PTIN |
| Phone | 3607344280 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFF OETGEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52 | AddressLine1 |
| City | LYNDEN | City |
| State | WA | State |
| ZIP Code | 98264 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 163952 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | TO OBTAIN FUNDS FOR THE CHARITABLE BENEFIT OF THE LYNDEN AREA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 29536 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 59 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 149895 | OtherRevenuePriorYear |
| Other Revenue Current Year | 139774 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 179490 | TotalRevenuePriorYear |
| Total Revenue Current Year | 141774 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 142095 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 183081 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 0 | OtherExpensePriorYear |
| Other Expenses Current Year | 0 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 142095 | TotalExpensesPriorYear |
| Total Expenses Current Year | 183081 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 37395 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -41307 | RevenuesLessExpensesCY |
| Total Assets BOY | 263560 | TotalAssetsBOY |
| Total Assets EOY | 216379 | TotalAssetsEOY |
| Total Liabilities BOY | 42600 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 34500 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 220960 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 181879 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO OBTAIN FUNDS FOR THE CHARITABLE BENEFIT OF THE LYNDEN AREA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 90816 | Expense |
| Description | SUPPORT FOR LOCAL NON-PROFIT ORGANIZATIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 31500 | Expense |
| Description | STUDENT SCHOLARSHIPS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 18433 | Expense |
| Description | PROJECT COMMITTEE DONATIONS | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 42332 | Expense |
| Description | MISCELLANEOUS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 42332 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 183081 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF OETGEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3603545545 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 - 5TH STREET | AddressLine1 |
| City | LYNDEN | City |
| State | WA | State |
| ZIP Code | 98264 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| GOEFF BODE | ||||||
| DIRECTOR | 2.00 | X | X | 0 | 0 | 0 |
| JEFF OETGEN | ||||||
| CLUB TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| CHAD SCHULHAUSER | ||||||
| CLUB PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| NATE KLEINDEL | ||||||
| CLUB VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| WILL VANDERHAGE | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| DON FISHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT BEDINGTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFF JANSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILL MOUAT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAY JORGENSEN | ||||||
| PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 2000 | AllOtherContributions |
| Total Contributions | 2000 | TotalContributions |
| Gross Income Fundraising Events | 151416 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 22178 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 129238 | TotalRevenueColumn |
| Exclusion | $129,238 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 10536 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10536 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10536 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 141774 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10536 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $129,238 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151581 | Total |
| Program Services | 151581 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31500 | Total |
| Program Services | 31500 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183081 | Total |
| Program Services | 183081 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48583 | BOY |
| EOY | 5520 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214977 | BOY |
| EOY | 210859 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263560 | BOY |
| EOY | 216379 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42600 | BOY |
| EOY | 34500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42600 | BOY |
| EOY | 34500 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220960 | BOY |
| EOY | 181879 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220960 | BOY |
| EOY | 181879 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263560 | BOY |
| EOY | 216379 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -41307 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2226 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18025 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16928 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32496 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29536 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2000 | CurrentTaxYear |
| Total | 98985 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 103910 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 137586 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 123704 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 170355 | CurrentTaxYearMinus1Year |
| Current Tax Year | 151416 | CurrentTaxYear |
| Total | 686971 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 121935 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 154514 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 156200 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 199891 | CurrentTaxYearMinus1Year |
| Current Tax Year | 153416 | CurrentTaxYear |
| Total | 785956 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 785956 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1698 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 802 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 178 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59 | CurrentTaxYearMinus1Year |
| Total | 2737 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1698 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 802 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 178 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59 | CurrentTaxYearMinus1Year |
| Total | 2737 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 123633 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 155316 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 156378 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 199950 | CurrentTaxYearMinus1Year |
| Current Tax Year | 153416 | CurrentTaxYear |
| Total | 788693 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99650 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97250 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00350 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02750 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 204330 | BeginningOfYearBalance |
| Contributions | 4150 | Contributions |
| Investment Earnings Or Losses | 2226 | InvestmentEarningsOrLosses |
| End Of Year Balance | 210706 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 162962 | BeginningOfYearBalance |
| Contributions | 14650 | Contributions |
| Investment Earnings Or Losses | 26718 | InvestmentEarningsOrLosses |
| End Of Year Balance | 204330 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 140703 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 22259 | InvestmentEarningsOrLosses |
| End Of Year Balance | 162962 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 169232 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -28529 | InvestmentEarningsOrLosses |
| End Of Year Balance | 140703 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CD ENDOWNMENT FUNDS | 210707 |
| CD | 152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 210859 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCHOLARSHIPS OUTSTANDING | Description |
| Amount | $34,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 34500 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE ENDOWMENT FUNDS ARE INTENDED TO HELP PROVIDE FUNDING FOR THE PROGRAMS OF THE FOUNDATION. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 151416 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 151416 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 8951 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 13227 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 151416 | GrossReceiptsTotal |
| Gross Revenue Total Events | 151416 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 8951 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 13227 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 22178 | DirectExpenseSummaryEvents |
| Net Income Summary | 129238 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALZHEIMER SOCIETY OF WASHINGTON | |||||||
| 1308 MEADOR AVE SUITE C-1 | BELLINGHAM | WA | 98227 | 911238368 | 501(C)(3) | 18740 | MAJOR PROJECT |
| LYNDEN JUNIOR LIVESTOCK AUCTION | |||||||
| 3202 BEHME ROAD | CUSTER | WA | 98240 | 020635695 | 501(C)(3) | 5821 | TO SUPPORT FFA PROJECTS. |
| THE ELEANOR & HENRY JANSEN FOUNDATION | |||||||
| PO BOX 5641 | BELLINGHAM | WA | 98227 | 911680839 | 501(C)(3) | 30843 | MAJOR PROJECT |
| NEW WAY MINISTRIES | |||||||
| 205 S BC AVE 117 | LYNDEN | WA | 98264 | 680544631 | 501(C)(3) | 10036 | MISC DISBURSEMENTS |
| LYNDEN SCHOOL DISTRICT 504 | |||||||
| 1203 BRADLEY RD | LYNDEN | WA | 98264 | 911175139 | 25000 | YMCA RESERVE | |
| THE ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | 361707667 | 501(C)(3) | 6100 | ROTARY FOUNDATION |
| THE ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | 361707667 | 501(C)(3) | 20000 | NIGERIA WELLS PROJECT |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 18 | NumberOfRecipients |
| Amount Of Cash Grant | 31500 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 5: | ENDOWMENT FUND RETURNS 2,226. TOTAL TO FORM 990, PART XI, LINE 5: 2,226. | CHANGES IN NET ASSETS OR FUND BALANCES: |