MT BAKER ROTARY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MT BAKER ROTARY FOUNDATION (EIN 91-1721997)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202631339349307678
- Schema version
- 2024v5.5
- 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 | 2026-05-13T20:31:25-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 419 LIBERTY STREET | AddressLine1Txt |
| City | LYNDEN | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98264 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | TERRY TELGENHOFF | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3603545545 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KLAYTON TJOELKER CPA | PreparerPersonNm |
| PTIN | P01526584 | PTIN |
| Phone | 3607344280 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRY TELGENHOFF | 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 | $470,018 | 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 | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $282,142 | PYContributionsGrantsAmt |
| CY Contributions Grants | $301,251 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,362 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,992 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,370 | PYOtherRevenueAmt |
| CY Other Revenue | $119,039 | CYOtherRevenueAmt |
| PY Total Revenue | $326,874 | PYTotalRevenueAmt |
| CY Total Revenue | $425,282 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $289,252 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $358,238 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,529 | PYOtherExpensesAmt |
| CY Other Expenses | $11,179 | CYOtherExpensesAmt |
| PY Total Expenses | $297,781 | PYTotalExpensesAmt |
| CY Total Expenses | $369,417 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $29,093 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $55,865 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $843,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $895,566 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $194,675 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $136,671 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $649,118 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $758,895 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | $273,589 | ExpenseAmt |
| Grant | $264,113 | GrantAmt |
| Desc | THIS YEAR THE FOUNDATION CONTRIBUTED A GRANT ($168,500) TO A LOCAL CHARITY THAT FOCUSES ON TRANSFORMATIONAL FAITH-BASED MENTORSHIP FOR MEN RELEASED FROM INCARCERATION. THE GRANT WAS FOR THE CONSTRUCTION OF A RESOURCE CENTER TO PROVIDE A WIDE RANGE OF SERVICES INCLUDING A GROUP TRAINING AREA FOR SUCH THINGS AS ADDICTION AND RECOVERY TRAINING, ANGER MANAGEMENT, AND OTHER SUPPORT PROGRAMS. ALSO, A COMPUTER SKILL LEARNING AREA, AND WELLNESS CENTER FOR ACTIVITIES LIKE EXERCISE, COUNSELING, AND RELAXATION.THERE WAS A GRANT ($15,000) TO A LOCAL HIGH SCHOOL TO MAKE IMPROVEMENTS TO THEIR VOCATIONAL/AGRICULTURAL BUILDING.ALSO, A GRANT ($7,000) TO CHRISTIAN HOPE ASSOCIATION TO HELP MAKE IMPROVEMENTS TO THEIR BUILDING. THEY PROVIDE A CHRIST-INSPIRED HOUSING PROGRAM FOR TRAUMATIZED MOTHERS AND THEIR CHILDREN, FOSTERING HEALING AND STABILITY THAT LASTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $79,125 | ExpenseAmt |
| Grant | $79,125 | GrantAmt |
| Desc | STUDENT SCHOLARSHIPS OF $3,000 TO 25 LOCAL HIGH SCHOOL STUDENTS FOR UNIVERSITY, COLLEGE OR TECHNICAL TRAINING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,000 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Desc | INTERNATIONAL GRANT PROVIDED TO A ROTARY CLUB IN NIGERIA FOR $15,000 TO SUPPORT A MATCHING GRANT FROM ROTARY INTERNATIONAL FOR WATER WELLS IN LOCAL COMMUNITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $367,714 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | TERRY TELGENHOFF | 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 (11 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 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KLAYTON TJOELKER | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NATHAN ZYLSTRA | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERRY TELGENHOFF | ||||||
| TREASURER | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TODD WONG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANELLE ELLIOT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID VANDERYACHT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIRA SWIECICKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD WILLIAMSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD RADAR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON JORGENSEN | ||||||
| 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 | $242,037 | FundraisingAmt |
| All Other Contributions | $59,214 | AllOtherContributionsAmt |
| Total Contributions | $301,251 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,692 | TotalRevenueColumnAmt |
| Exclusion | $2,692 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,971 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,671 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,300 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,300 | TotalRevenueColumnAmt |
| Exclusion | $2,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $153,104 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $242,037 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,065 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,039 | TotalRevenueColumnAmt |
| Exclusion | $114,039 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,000 | TotalRevenueColumnAmt |
| Exclusion | $5,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $425,282 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $124,031 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,113 | TotalAmt |
| Program Services | $264,113 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,125 | TotalAmt |
| Program Services | $79,125 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,173 | TotalAmt |
| Program Services | $8,173 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,303 | TotalAmt |
| Program Services | $1,303 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203 | TotalAmt |
| Management And General | $203 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,417 | TotalAmt |
| Program Services | $367,714 | ProgramServicesAmt |
| Management And General | $1,703 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,200 | BOYAmt |
| EOY | $116,034 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $132,639 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,715 | BOYAmt |
| EOY | $18,839 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,814 | BOYAmt |
| EOY | $628,054 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843,793 | BOYAmt |
| EOY | $895,566 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,675 | BOYAmt |
| EOY | $5,166 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,000 | BOYAmt |
| EOY | $131,505 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,675 | BOYAmt |
| EOY | $136,671 | 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 | $649,118 | BOYAmt |
| EOY | $758,895 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,118 | BOYAmt |
| EOY | $758,895 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843,793 | BOYAmt |
| EOY | $895,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $55,865 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $53,912 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $231,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $363,092 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $282,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $301,251 | CurrentTaxYearAmt |
| Total | $1,329,883 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $231,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $363,092 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $282,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $301,251 | CurrentTaxYearAmt |
| Total | $1,329,883 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $173,599 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,156,284 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,552 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,692 | CurrentTaxYearAmt |
| Total | $122,737 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $5,000 | CurrentTaxYearAmt |
| Total | $5,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,457,620 | TotalSupportAmt |
| Public Support CY170 | 0.79330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $541,814 | BeginningYearBalanceAmt |
| Contributions | $27,418 | ContributionsAmt |
| Investment Earnings Or Losses | $66,995 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $8,173 | AdministrativeExpensesAmt |
| End Year Balance | $628,054 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $471,172 | BeginningYearBalanceAmt |
| Contributions | $31,215 | ContributionsAmt |
| Investment Earnings Or Losses | $66,235 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,824 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,984 | AdministrativeExpensesAmt |
| End Year Balance | $541,814 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $442,312 | BeginningYearBalanceAmt |
| Contributions | $7,211 | ContributionsAmt |
| Investment Earnings Or Losses | $28,300 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,651 | AdministrativeExpensesAmt |
| End Year Balance | $471,172 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $550,049 | BeginningYearBalanceAmt |
| Contributions | -$251,557 | ContributionsAmt |
| Investment Earnings Or Losses | $150,948 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,128 | AdministrativeExpensesAmt |
| End Year Balance | $442,312 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $455,767 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $114,771 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,161 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,328 | AdministrativeExpensesAmt |
| End Year Balance | $550,049 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUNDS ARE INTENDED TO HELP PROVIDE FUNDING FOR THE PROGRAMS OF THE FOUNDATION. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 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 | $15,000 | 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 | $15,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $15,000 | 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 | $15,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK PAYMENT | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ONCE A YEAR, THE OFFICERS PUT TOGETHER A BUDGET FOR PROPOSED GRANTS. THIS IS APPROVED BY THE BOARD OF DIRECTORS AND THEN PRESENTED TO THE CLUB MEMBERS. THE BUDGETED AMOUNTS ARE COMPARED TO ACTUAL. |
| PART I, LINE 3: | ACCRUAL METHOD IS USED FOR EXPENDITURES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $395,141 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $242,037 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $153,104 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $9,613 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $9,738 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,550 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,164 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $395,141 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $242,037 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $153,104 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $9,613 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $9,738 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,550 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,164 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,065 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $114,039 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| PROJECT HOPECHRISTIIAN HOPE ASSOC | ||||||||
| 205 SOUTH BC AVENUE SUITE 117 | LYNDEN | WA | 98264 | 910858511 | 501(C)(3) | $17,000 | $0 | READERS CARE |
| LYNDEN COMMUNITY CENTERSENIOR CENTER | ||||||||
| 401 GROVER ST | LYNDEN | WA | 98264 | 272756341 | 501(C)(3) | $10,000 | $0 | READERS CARE |
| NOOKSACK VALLEY FOOD BANK | ||||||||
| 204 N WASHINGTON ST | EVERSON | WA | 98247 | 911339292 | 501(C)(3) | $5,405 | $0 | READERS CARE |
| LYNDEN JUNIOR LIVESTOCK SHOW AND AUCTION | ||||||||
| 3202 BEHME RD | CUSTER | WA | 98240 | 020635695 | 501(C)(3) | $10,467 | $0 | FFA PROJECTS |
| BOY SCOUT TROOP 4028 | ||||||||
| 500-14TH ST | LYNDEN | WA | 98264 | 911721997 | 501(C)(3) | $13,116 | $0 | BOY SCOUT RECHARTER AND TROOP SUPPORT |
| BRIDGES OF HOPE | ||||||||
| 205 S BC AVENUE | LYNDEN | WA | 98264 | 910890811 | 501(C)(3) | $168,500 | $0 | BUILDING CONSTRUCTION |
| LYNDEN CHRISTIAN SCHOOL | ||||||||
| 515 DRAYTON STREET | LYNDEN | WA | 98264 | 910662879 | 501(C)(3) | $15,000 | $0 | VOC/AG BUILDING IMPROVEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 25 | $75,000 |
| STUDENT OF THE MONTH AWARDS | 15 | $4,125 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ONCE A YEAR, THE OFFICERS PUT TOGETHER A BUDGET FOR PROPOSED GRANTS. THIS IS APPROVED BY THE BOARD OF DIRECTORS AND THEN PRESENTED TO THE CLUB MEMBERS. THE BUDGETED AMOUNTS ARE COMPARED TO ACTUAL. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS APPROXIMATELY 48 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. |