Civic Intelligence

Bakersfield North Rotary Foundation

990 • Fiscal year 2018 • EIN 77-0300931

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 18, 2018

PO Box 1027Bakersfield, CA 93302

(661) 328-5212

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

57th percentile

3.9%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$520,757

Up $19,769 (+3.9%) from 2017

Net Assets

Up

$520,597

Up $19,709 (+3.9%) from 2017

Liabilities

Up

$160

Up $60 (+60%) from 2017

Revenue

Down

$149,271

Down $19,846 (-12%) from 2017

Expenses

Up

$124,589

Up $12,679 (+11%) from 2017

Net Income

Down

$24,682

Down $32,525 (-57%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $234,627Liabilities 2011: $02011Assets 2012: $257,649Liabilities 2012: $02012Assets 2013: $330,678Liabilities 2013: $0Net Assets 2013: $330,6782013Assets 2014: $352,878Liabilities 2014: $0Net Assets 2014: $352,8782014Assets 2015: $417,881Liabilities 2015: $0Net Assets 2015: $417,8812015Assets 2016: $432,892Liabilities 2016: $200Net Assets 2016: $432,6922016Assets 2017: $500,988Liabilities 2017: $100Net Assets 2017: $500,8882017Assets 2018: $520,757Liabilities 2018: $160Net Assets 2018: $520,5972018Assets 2019: $570,217Liabilities 2019: $0Net Assets 2019: $570,2172019Assets 2020: $558,239Liabilities 2020: $12,471Net Assets 2020: $545,7682020Assets 2021: $620,596Liabilities 2021: $26,080Net Assets 2021: $594,5162021Assets 2022: $646,598Liabilities 2022: $26,080Net Assets 2022: $620,5182022Assets 2023: $720,039Liabilities 2023: $26,080Net Assets 2023: $693,9592023Assets 2024: $780,277Liabilities 2024: $0Net Assets 2024: $780,2772024Assets 2025: $877,941Liabilities 2025: $44,154Net Assets 2025: $833,7872025

Highlighted filing

2018

Assets$520,757
Liabilities$160
Net Assets$520,597

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $94,559Expenses 2011: $65,425Net Income 2011: $29,1342011Revenue 2012: $72,303Expenses 2012: $49,281Net Income 2012: $23,0222012Revenue 2013: $155,931Expenses 2013: $82,507Net Income 2013: $73,4242013Revenue 2014: $138,229Expenses 2014: $130,034Net Income 2014: $8,1952014Revenue 2015: $197,690Expenses 2015: $129,968Net Income 2015: $67,7222015Revenue 2016: $123,392Expenses 2016: $102,872Net Income 2016: $20,5202016Revenue 2017: $169,117Expenses 2017: $111,910Net Income 2017: $57,2072017Revenue 2018: $149,271Expenses 2018: $124,589Net Income 2018: $24,6822018Revenue 2019: $146,339Expenses 2019: $103,866Net Income 2019: $42,4732019Revenue 2020: $94,089Expenses 2020: $116,573Net Income 2020: -$22,4842020Revenue 2021: $116,762Expenses 2021: $106,762Net Income 2021: $10,0002021Revenue 2022: $168,951Expenses 2022: $99,077Net Income 2022: $69,8742022Revenue 2023: $143,255Expenses 2023: $96,505Net Income 2023: $46,7502023Revenue 2024: $162,443Expenses 2024: $141,585Net Income 2024: $20,8582024Revenue 2025: $197,544Expenses 2025: $143,564Net Income 2025: $53,9802025

Highlighted filing

2018

Revenue$149,271
Expenses$124,589
Net Income$24,682
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 18, 2018
Return Version
2017v2.3
Gross Receipts
$217,391
Mission and Program Overview

Mission

The mission of bakersfield north rotary foundation is to support charities in the greater bakersfield area, particularly those serving children and youth, and to support the club-sponsored interact and rotaract clubs. Our foundation is one of the ways bakersfield north rotarians support the ideals of rotary motto - "service above self"

To support charities in the greater bakersfield area, particularly those serving children. And to support the club-sponsored interact and rotaract clubs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$494,585$517,588▲ $23,003
Cash and Non-Interest-Bearing Accounts$6,403$3,169▼ $3,234
Total Assets$500,988$520,757▲ $19,769
Liabilities
Other Liabilities$100$160▲ $60
Total Liabilities$100$160▲ $60
Net Assets / Fund Balance
Total Net Assets Fund Balance$500,888$520,597▲ $19,709
Total Liabilities and Net Assets / Fund Balance$500,988$520,757▲ $19,769
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jacob PaneroPresident
Robert BrumfieldVice President
Dan PaneroDirector
Darrell AtkinsonDirector
Joe BelliDirector
Teresa FordDirector
Zane SmithDirector
Lee MeyerSecretary
Catherine E BennettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$127,754
Program Service Revenue
$0
Investment Income
$21,517
Other Revenue
$0
All Other Contributions
$127,754
Change in Net Assets
$24,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$119,151
Other Expenses$5,438
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,276--$77,276
Grants to Domestic Individuals$41,875--$41,875
Fees for Service Investment Mgmnt Fees-$2,480-$2,480
Other Expenses-$1,958-$1,958
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$119,151$5,438$0$124,589
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Mission at Kern CountyBakersfield, CA-Donation for Local Group to Further Exempt Purpose of the Foundation.donation for Local Group to Further Exempt Purpose of the Foundation.$17,000
Boys & Girls Club of Kern CountyBakersfield, CA-Donation for Local Youth Group to Further Exempt Purpose of the Foundation.$13,000
Bakersfield Museum of ArtBakersfield, CA-Donation for Local Group to Further Exempt Purpose of the Foundation.$5,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$160
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

An officer and director of the board are family members.

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

Form 990 provided to treasurer of governing body before filed and reviewed and approved by the board prior to signing and filing.

Form 990, Part VI, Section C, Line 18

The 990 is made available upon request to the president or treasurer of the foundation.

Form 990, Part VI, Section C, Line 19

Governing documents are made available upon request to the president or treasurer of the foundation.

Filing and Contact Details

Filer

Filer Name
Bakersfield North Rotary Foundation
EIN
77-0300931
Phone
6613285212
Address
PO BOX 1027, BAKERSFIELD, CA 93302

Signing Officer

Name
Catherine E Bennett
Title
Treasurer
Phone
6613285212
Signed
2018-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine E Bennett
Formed
1991
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Barbich Hooper King Dill Hoffman
Address
5001 E COMMERCENTER DR STE 350, BAKERSFIELD, CA 93309
Preparer
Patrick Hoffman
Phone
6616311171
Raw XML AppendixShowing 400 of 413 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATION FOR LOCAL GROUP TO FURTHER EXEMPT PURPOSE OF THE FOUNDATION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DONATION FOR LOCAL GROUP TO FURTHER EXEMPT PURPOSE OF THE FOUNDATION.DONATION FOR LOCAL GROUP TO FURTHER EXEMPT PURPOSE OF THE FOUNDATION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BOYS & GIRLS CLUB OF KERN COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BAKERSFIELD MUSEUM OF ART
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THE MISSION AT KERN COUNTY
IRS990ScheduleI/RecipientTable/RecipientEIN0952462246
IRS990ScheduleI/RecipientTable/RecipientEIN1770125694
IRS990ScheduleI/RecipientTable/RecipientEIN2951890705
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 5J
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11930 R STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 2222
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BAKERSFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BAKERSFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BAKERSFIELD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093385
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293303
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD REQUESTS PERTINENT INFORMATION FROM ANY 501(C)(3) THAT DESIRES A GRANT, REVIEWS THAT INFORMATION, AND DECIDES IF THE PROJECT IDENTIFIED SUPPORTS OUR GOALS, MEETS OUR GUIDELINES, AND MEETS OUR BUDGET. SCHOLARSHIP APPLICATIONS ARE PROVIDED TO ALL INTERACT STUDENTS AT NORTH HIGH SCHOOL AND FRONTIER HIGH SCHOOL. A SUBCOMMITTEE OF THE BOARD REVIEWS THE APPLICATIONS AND DECIDES ON THE RECIPIENTS BASED UPON SCHOLASTIC ACHIEVEMENT AND NEED, LIMITED TO THE NUMBER OF SCHOLARSHIPS THE BOARD HAS AGREED TO PROVIDE UNDER ITS BUDGET.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN OFFICER AND DIRECTOR OF THE BOARD ARE FAMILY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 PROVIDED TO TREASURER OF GOVERNING BODY BEFORE FILED AND REVIEWED AND APPROVED BY THE BOARD PRIOR TO SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS MADE AVAILABLE UPON REQUEST TO THE PRESIDENT OR TREASURER OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST TO THE PRESIDENT OR TREASURER OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL NORTH BAKERSFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952241168
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVING THE COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1027
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BAKERSFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093302
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0500988
IRS990/TotalAssetsEOYAmt0520757
IRS990/TotalAssetsGrp/BOYAmt0500988
IRS990/TotalAssetsGrp/EOYAmt0520757
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0127754
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05438
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0119151
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124589
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0100
IRS990/TotalLiabilitiesEOYAmt0160
IRS990/TotalLiabilitiesGrp/BOYAmt0100
IRS990/TotalLiabilitiesGrp/EOYAmt0160
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0500888
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0520597
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt071776
IRS990/TotalOtherProgSrvcGrantAmt071776
IRS990/TotalOtherProgSrvcRevenueAmt061250
IRS990/TotalProgramServiceExpensesAmt0119151
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt021517
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0149271
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0500988
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0520757
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1027
IRS990/USAddress/CityNm0BAKERSFIELD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093302
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE E BENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06613285212
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAKERSFIELD NORTH ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0770300931
ReturnHeader/Filer/PhoneNum06613285212
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1027
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0204AE3AF3FEA25E17C775D70A6036C87D92B1A4C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BFAB01C35C664CEA3457D64C8B4E2248FFB952A8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.78.225.98
ReturnHeader/FilingSecurityInformation/IPDt02018-09-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:06:56

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.78$0.44$8.34$1.98$1.44$0.54
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.80$0.00$7.80$1.62$1.42$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.26$6.94$1.43$0.97$0.47
2022Detailed filing. Detailed filing data is available for this year.$6.47$0.26$6.21$1.69$0.99$0.70
2021Detailed filing. Detailed filing data is available for this year.$6.21$0.26$5.95$1.17$1.07$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$0.12$5.46$0.94$1.17$0.22
2019Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$1.46$1.04$0.42
2018Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$1.49$1.25$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.00$5.01$1.69$1.12$0.57
2016Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$1.23$1.03$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$1.98$1.30$0.68
2014Summary only. Only limited summary data is available for this year.$3.53$0.00$3.53$1.38$1.30$0.08
2013Summary only. Only limited summary data is available for this year.$3.31$0.00$3.31$1.56$0.83$0.73
2012Summary only. Only limited summary data is available for this year.$2.58$0.00$0.72$0.49$0.23
2011Summary only. Only limited summary data is available for this year.$2.35$0.00$0.95$0.65$0.29