Nonprofit · EIN 77-0031890
BAKESFIELD ROTARY-WATERMAN FOUNDATION
Tax-exempt · BAKERSFIELD, CA 93302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $127,791 | $95,664 | $32,127 | $1,482,004 | $0 | $1,482,004 |
| June 30, 2024 | 990 | $69,492 | $83,978 | -$14,486 | $1,413,429 | $41,228 | $1,372,201 |
| June 30, 2023 | 990 | $91,014 | $82,671 | $8,343 | $1,319,226 | $0 | $1,319,226 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $77,755
- Program service revenue
- $0
- Investment income
- $50,036
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $93,964
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $93,964
- Management and general (functional)
- $1,700
Balance sheet and other
- Total assets, start of year
- $1,413,429
- Total assets, end of year
- $1,482,004
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,482,004
- Publicly traded securities
- $1,392,580
- Net assets without donor restrictions
- $1,482,004
- Gross receipts
- $127,791
- Employees
- 0
- Year formed
- 1984
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kristen Beal Watson | Director Trustee or director | 1 | $0 |
| Ray W Watson | Director Trustee or director | 1 | $0 |
| Justin Leland | Director Trustee or director | 1 | $0 |
| Jim Damian | Director Trustee or director | 1 | $0 |
| Steve Roach | President Officer | 1 | $0 |
| Shawn Kelly | Treasurer Officer | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kristen Beal Watson | Director Trustee or director | 1 | $0 |
| Ray W Watson | Director Trustee or director | 1 | $0 |
| Justin Leland | Director Trustee or director | 1 | $0 |
| Jim Damian | Director Trustee or director | 1 | $0 |
| Steve Roach | President Officer | 1 | $0 |
| Shawn Kelly | Treasurer Officer | 1 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patrick Collins | President Trustee or director, Officer | 1 | $0 |
| Kristen Beal Watson | Secretary Trustee or director | 1 | $0 |
| Jesse Lopez | Director Trustee or director, Officer | 1 | $0 |
| Shawn Kelly | Treasurer Trustee or director, Officer | 1 | $0 |
| Ray W Watson | Director Trustee or director | 1 | $0 |
| Justin Leland | Director Trustee or director | 1 | $0 |
| Jim Damian | Director Trustee or director | 1 | $0 |
| Garro Ellis | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1628, BAKERSFIELD, CA 93302-1628
- Signed the 990
- Shawn Kelly, Treasurer
- Phone
- (661) 546-9901
- Return prepared by
- Shawn P Kelly CPA Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0031890 or by the name BAKESFIELD ROTARY-WATERMAN FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO ASSIST IN THE CONTINUED DEVELOPMENT OF CHARITABLE AND EDUCATIONAL ORGANIZATIONS.
Program accomplishments
- FINANCIAL ASSISTANCE TO MULTIPLE COMMUNITY non-profit organizations including, but not limited to, Assistance League, Child Guidance Guild of Bakersfield, Golden Empire Gleaners, Hoffman Hospice, Bakersfield College, and Cal State University Bakersfield.Expenses $93,964 · grants $93,964
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0031890
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,482,004
- Income (IRS master file)
- $127,791
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $127,791 | $95,664 | $1,482,004 | IRS |
| 990 | June 2024 | $69,492 | $83,978 | $1,413,429 | IRS |
| 990 | June 2023 | $91,014 | $82,671 | $1,319,226 | XML |
| 990 | June 2022 | $201,298 | $65,433 | $1,334,694 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0031890).
Questions about BAKESFIELD ROTARY-WATERMAN FOUNDATION
- What is the EIN of BAKESFIELD ROTARY-WATERMAN FOUNDATION?
- The employer identification number (EIN) of BAKESFIELD ROTARY-WATERMAN FOUNDATION is 77-0031890.
- Is BAKESFIELD ROTARY-WATERMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to BAKESFIELD ROTARY-WATERMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BAKESFIELD ROTARY-WATERMAN FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BAKESFIELD ROTARY-WATERMAN FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAKESFIELD ROTARY-WATERMAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of BAKESFIELD ROTARY-WATERMAN FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does BAKESFIELD ROTARY-WATERMAN FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $127,791, expenses of $95,664 and total assets of $1,482,004 at year end.
Other nonprofits in BAKERSFIELD
- KERN REGIONAL CENTER EIN 23-7115846 · last filed 990 for 2025
- VALLEY STRONG CREDIT UNION EIN 95-1652797 · last filed 990 for 2024
- CLINICA SIERRA VISTA EIN 95-2707101 · last filed 990 for 2025
- COMMUNITY ACTION PARTNERSHIP OF KERN EIN 95-2402760 · last filed 990 for 2025
- OMNI FAMILY HEALTH EIN 95-3218000 · last filed 990 for 2025
- HEARTLAND CHARTER SCHOOL EIN 83-0774513 · last filed 990 for 2025
- SAFE 1 CREDIT UNION EIN 95-1812302 · last filed 990 for 2024
- UFW FOUNDATION EIN 95-2703575 · last filed 990 for 2024