Civic Intelligence

Bakersfield Rotary- Waterman Foundation

EIN 77-0031890 • 501(c)3 • Bakersfield, CA

Profile

To assist in the continued development of charitable and educational organizations.

PO Box 1628Bakersfield, CA 93302

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

59th percentile

9.2%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

-1.2%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,413,429

Up $94,203 (+7.1%) from 2023

Liabilities

Up

$41,228

Up $41,228 from 2023

Net Assets

Up

$1,372,201

Up $52,975 (+4.0%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin59th percentile

Revenue

Down

$69,492

Down $21,522 (-24%) from 2023

Expenses

Up

$83,978

Up $1,307 (+1.6%) from 2023

Net Income

Down

-$14,486

Down $22,829 (-274%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $865,130Liabilities 2011: $36,401Net Assets 2011: $828,7292011Assets 2012: $898,858Liabilities 2012: $6,000Net Assets 2012: $892,8582012Assets 2013: $961,001Liabilities 2013: $0Net Assets 2013: $961,0012013Assets 2014: $1,075,958Liabilities 2014: $0Net Assets 2014: $1,075,9582014Assets 2015: $1,091,719Liabilities 2015: $0Net Assets 2015: $1,091,7192015Assets 2016: $1,130,835Liabilities 2016: $0Net Assets 2016: $1,130,8352016Assets 2017: $1,223,162Liabilities 2017: $0Net Assets 2017: $1,223,1622017Assets 2018: $1,279,411Liabilities 2018: $2,850Net Assets 2018: $1,276,5612018Assets 2019: $1,250,525Liabilities 2019: $1Net Assets 2019: $1,250,5242019Assets 2020: $1,233,989Liabilities 2020: $1Net Assets 2020: $1,233,9882020Assets 2021: $1,372,120Liabilities 2021: $0Net Assets 2021: $1,372,1202021Assets 2022: $1,334,694Liabilities 2022: $0Net Assets 2022: $1,334,6942022Assets 2023: $1,319,226Liabilities 2023: $0Net Assets 2023: $1,319,2262023Assets 2024: $1,413,429Liabilities 2024: $41,228Net Assets 2024: $1,372,2012024

Highlighted filing

2024

Assets$1,413,429
Liabilities$41,228
Net Assets$1,372,201
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $21,4042011Expenses 2012: $24,2162012Revenue 2013: $83,636Expenses 2013: $61,593Net Income 2013: $22,0432013Revenue 2014: $76,833Expenses 2014: $68,942Net Income 2014: $7,8912014Revenue 2015: $77,804Expenses 2015: $68,260Net Income 2015: $9,5442015Revenue 2016: $59,736Expenses 2016: $50,080Net Income 2016: $9,6562016Revenue 2017: $119,597Expenses 2017: $78,547Net Income 2017: $41,0502017Revenue 2018: $51,904Expenses 2018: $37,064Net Income 2018: $14,8402018Revenue 2019: $151,443Expenses 2019: $148,158Net Income 2019: $3,2852019Revenue 2020: $82,357Expenses 2020: $96,739Net Income 2020: -$14,3822020Revenue 2021: $96,751Expenses 2021: $69,657Net Income 2021: $27,0942021Revenue 2022: $201,298Expenses 2022: $65,433Net Income 2022: $135,8652022Revenue 2023: $91,014Expenses 2023: $82,671Net Income 2023: $8,3432023Revenue 2024: $69,492Expenses 2024: $83,978Net Income 2024: -$14,4862024

Highlighted filing

2024

Revenue$69,492
Expenses$83,978
Net Income-$14,486
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,413,429
Liabilities
$41,228
Net assets
$1,372,201
Revenue
$69,492
Expenses
$83,978
Net income
-$14,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.04$1.37$0.07$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.09$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.20$0.07$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.15$0.15$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.12$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.08$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.08$0.06$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.01$0.89$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.04$0.83$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$69,492
Mission and Program Overview

Mission

To assist in the continued development of charitable and educational organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,197,810$1,195,364▼ $2,446
Savings and Temporary Cash Investments$14,879$127,799▲ $112,920
Cash and Non-Interest-Bearing Accounts$100,633$84,363▼ $16,270
Accounts Receivable$5,903$5,903→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,319,226$1,413,429▲ $94,203
Other Assets Total$1$0▼ $1
Liabilities
Accounts Payable and Accrued Expenses-$41,228-
Total Liabilities$0$41,228▲ $41,228
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,319,226$1,372,201▲ $52,975
Total Net Assets Fund Balance$1,319,226$1,372,201▲ $52,975
Total Liabilities and Net Assets / Fund Balance$1,319,226$1,413,429▲ $94,203
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Steve RoachPresident
Jim DamianDirector
Justin LelandDirector
Kristen Beal WatsonDirector
Ray W WatsonDirector
Shawn KellyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,480
Program Service Revenue
$0
Investment Income
$43,012
Other Revenue
$0
All Other Contributions
$3,000
Change in Net Assets
$-14,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,728
Other Expenses$3,250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,728--$80,728
Fees for Services Accounting-$3,200-$3,200
Fees for Services Other-$50-$50
Total Functional Expenses$80,728$3,250$0$83,978
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CsubBakersfield, CA-Scholarships To College Students$28,000
Golden Empire GleanersBakersfield, CA-2 Prtbl A/C Units$20,265
Bakersfield CollegeBakersfield, CA-Scholarships to College Students$11,500
Assistance League of BakersfiBakersfield, CA-Community support$10,782
Hoffman HospiceBakersfield, CA-5 Bariatric Beds$7,525
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 provided to treasurer of governing body before filed.”

Form 990, Part VI, Section B, Line 12C

“the board members fill out a conflict of interest policy on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The waterman foundation has its governing documents and conflict of interest policy available upon request.”

Filing and Contact Details

Filer

Filer Name
Bakersfield Rotary- Waterman Foundation
EIN
77-0031890
Phone
6615469901
Address
PO Box 1628, Bakersfield, CA 93302

Signing Officer

Name
Shawn Kelly
Title
Treasurer
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
13
Employees
0

Preparer

Firm
Shawn P Kelly CPA Inc
Address
2299 Spoonbill Ct, Avila Beach, CA 93424
Preparer
Shawn P Kelly
Phone
6615469901
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The foundation is a tax-exempt foundation under section 501(c)(3) of the internal revenue code and section 23701(d) of the revenue and taxation code of the state of california. since the foundation is exempt from income tax liability, no provision is made for current or deferred income tax expense. annual income tax returns filed with the federal and state governments use the same accounting methods as those used for financial reporting. the foundation is no longer subject to federal or state government tax authorities' examinations for the years before 2011 and 2010, respectively.”

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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0127799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0123370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0255095
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034909
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020352
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt027889
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0152332
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62610
IRS990ScheduleA/PublicSupportPY170Pct00.69020
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt049530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0123370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023322
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0255095
IRS990ScheduleA/TotalSupportAmt0407427
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The foundation is a tax-exempt foundation under section 501(c)(3) of the internal revenue code and section 23701(d) of the revenue and taxation code of the state of california. since the foundation is exempt from income tax liability, no provision is made for current or deferred income tax expense. annual income tax returns filed with the federal and state governments use the same accounting methods as those used for financial reporting. the foundation is no longer subject to federal or state government tax authorities' examinations for the years before 2011 and 2010, respectively.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleI/RecipientTable/CashGrantAmt010782
IRS990ScheduleI/RecipientTable/CashGrantAmt111500
IRS990ScheduleI/RecipientTable/CashGrantAmt228000
IRS990ScheduleI/RecipientTable/CashGrantAmt320265
IRS990ScheduleI/RecipientTable/CashGrantAmt47525
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Community support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS TO COLLEGE STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Scholarships To College Students
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt32 Prtbl A/C Units
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt45 Bariatric Beds
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Assistance League of Bakersfi
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BAKERSFIELD COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CSUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Golden Empire Gleaners
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Hoffman Hospice
IRS990ScheduleI/RecipientTable/RecipientEIN0956006644
IRS990ScheduleI/RecipientTable/RecipientEIN1770314545
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01924 Q Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11801 PANORAMA DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt29001 Stockdale Highway
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31326 30th Street Ste A
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt48501 Brimhall Rd Bldg 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Bakersfield
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BAKERSFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Bakersfield
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Bakersfield
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Bakersfield
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193305
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293311
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd393301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd493312
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization maintains records to substantiate the amount of grants and/or other assistance to the various local organizations.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 PROVIDED TO TREASURER OF GOVERNING BODY BEFORE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1the board members fill out a conflict of interest policy on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE WATERMAN FOUNDATION HAS ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Rotary Club of Bakersfield
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951869010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Serving the Community
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0901 20th Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Bakersfield
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093301
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IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01319226
IRS990/TotalAssetsEOYAmt01413429
IRS990/TotalAssetsGrp/BOYAmt01319226
IRS990/TotalAssetsGrp/EOYAmt01413429
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03250
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080728
IRS990/TotalFunctionalExpensesGrp/TotalAmt083978
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt041228
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt041228
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01319226
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01372201
IRS990/TotalProgramServiceExpensesAmt080728
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt043012
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt069492
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01319226
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01413429
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X

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