Nonprofit · EIN 77-0371695
BAKERSFIELD ROTARY WEST FOUNDATION
Tax-exempt · BAKERSFIELD, CA 93389
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $164,361 | $117,077 | $47,284 | $1,386,257 | $30,452 | $1,355,805 |
| December 31, 2023 | 990 | $109,352 | $110,279 | -$927 | $1,288,350 | $408 | $1,287,942 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $125,906
- Program service revenue
- $0
- Investment income
- $76,830
- Net gain from sales of assets
- $43,156
- Net income from fundraising events
- -$38,375
- Other revenue
- -$38,375
Expenses
- Grants and similar amounts paid
- $108,424
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $108,424
- Management and general (functional)
- $8,653
Balance sheet and other
- Total assets, start of year
- $1,288,350
- Total assets, end of year
- $1,386,257
- Total liabilities, end of year
- $30,452
- Net assets, end of year
- $1,355,805
- Publicly traded securities
- $1,327,328
- Gross receipts
- $508,806
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON COHEN | DIRECTOR Trustee or director | 1 | $0 |
| TIM WERDEL | DIRECTOR Trustee or director | 1 | $0 |
| KELLY NEWBY | DIRECTOR Trustee or director | 1 | $0 |
| JAQUES JANS | DIRECTOR Trustee or director | 1 | $0 |
| AL SANDRINI | DIRECTOR Trustee or director | 1 | $0 |
| BARRY HIBBARD | DIRECTOR Trustee or director | 1 | $0 |
| ANGELA LOCKARD | SECRETARY Officer | 1 | $0 |
| SCOTT BARNETT | CFO Officer | 1 | $0 |
| KEVIN BURTON | FOUNDATION PRESIDENT Officer | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON COHEN | DIRECTOR Trustee or director | 1 | $0 |
| TIM WERDEL | DIRECTOR Trustee or director | 1 | $0 |
| KELLY NEWBY | DIRECTOR Trustee or director | 1 | $0 |
| JAQUES JANS | DIRECTOR Trustee or director | 1 | $0 |
| AL SANDRINI | DIRECTOR Trustee or director | 1 | $0 |
| DOUGLAS CAROTHERS | DIRECTOR Trustee or director | 1 | $0 |
| ANGELA LOCKARD | SECRETARY Officer | 1 | $0 |
| SCOTT BARNETT | CFO Officer | 1 | $0 |
| KEVIN BURTON | FOUNDATION PRESIDENT Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9502, BAKERSFIELD, CA 93389-9502
- In care of
- % THOMAS A CREAR
- Principal officer (990 for 2024)
- SCOTT BARNETT, PO BOX 9502, BAKERSFIELD, CA 93389
- Signed the 990
- SCOTT BARNETT, CFO
- Phone
- (661) 396-8204
- Return prepared by
- BARBICH HOOPER KING DILL HOFFMAN
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0371695 or by the name BAKERSFIELD ROTARY WEST 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
FUNDING OF VARIOUS COMMUNITY SERVICES, EDUCATIONAL PROGRAMS, TEMPORARY AND IMMEDIATE NEEDS OF THE COMMUNITY.
Program accomplishments
- PROVIDE ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS SERVING THE LESS FORTUNATE YOUTH THROUGH FUNDING IN THE AREAS OF EDUCATION, LITERACY, HEALTH, AND WELFARE.
- Expenses $108,424 · grants $108,424
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0371695
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,386,257
- Income (IRS master file)
- $508,806
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $164,361 | $117,077 | $1,386,257 | XML |
| 990 | December 2023 | $109,352 | $110,279 | $1,288,350 | XML |
| 990 | December 2022 | $107,919 | $99,145 | $1,186,308 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 77-0371695).
Questions about BAKERSFIELD ROTARY WEST FOUNDATION
- What is the EIN of BAKERSFIELD ROTARY WEST FOUNDATION?
- The employer identification number (EIN) of BAKERSFIELD ROTARY WEST FOUNDATION is 77-0371695.
- Is BAKERSFIELD ROTARY WEST FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to BAKERSFIELD ROTARY WEST FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BAKERSFIELD ROTARY WEST 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 BAKERSFIELD ROTARY WEST FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAKERSFIELD ROTARY WEST FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BAKERSFIELD ROTARY WEST FOUNDATION?
- The 990 for the year ended December 31, 2024 names SCOTT BARNETT.
- Who are the officers and directors of BAKERSFIELD ROTARY WEST FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does BAKERSFIELD ROTARY WEST FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $164,361, expenses of $117,077 and total assets of $1,386,257 at year end.
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All nonprofits in BAKERSFIELD · California · Philanthropy, voluntarism and grantmaking foundations