Civic Intelligence

Bakersfield Rotary West Foundation

990EZ • Fiscal year 2013 • EIN 77-0371695

Jan 01, 2013 to Dec 31, 2013 • Filed on May 02, 2014

Organization ProfileN/A
PO Box 999793389

(661) 325-8204

Siviq Scores

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

Liabilities / Assets

78th percentile

0.13x

Higher debt load relative to assets than 78% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

93rd percentile

0.63x

Higher debt load relative to revenue than 93% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

55th percentile

4.6%

Faster revenue growth than 55% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$477,421

Up $72,463 (+18%) from 2012

Net Assets

Up

$417,253

Up $33,711 (+8.8%) from 2012

Liabilities

Up

$60,168

Up $38,752 (+181%) from 2012

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin87th percentile

Revenue

Up

$95,697

Up $4,194 (+4.6%) from 2012

Expenses

Up

$61,986

Up $1,029 (+1.7%) from 2012

Net Income

Up

$33,711

Up $3,165 (+10%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $352,996Net Assets 2011: $352,9962011Assets 2012: $404,958Liabilities 2012: $21,416Net Assets 2012: $383,5422012Assets 2013: $477,421Liabilities 2013: $60,168Net Assets 2013: $417,2532013Assets 2014: $499,993Liabilities 2014: $71,127Net Assets 2014: $428,8662014Assets 2015: $1,048,719Liabilities 2015: $0Net Assets 2015: $1,048,7192015Assets 2016: $1,154,840Liabilities 2016: $1Net Assets 2016: $1,154,8392016Assets 2017: $1,220,207Liabilities 2017: $976Net Assets 2017: $1,219,2312017Assets 2018: $1,179,040Liabilities 2018: $1,034Net Assets 2018: $1,178,0062018Assets 2019: $1,282,263Liabilities 2019: $2,620Net Assets 2019: $1,279,6432019Assets 2020: $1,297,487Liabilities 2020: $20,998Net Assets 2020: $1,276,4892020Assets 2021: $1,353,250Liabilities 2021: $19,962Net Assets 2021: $1,333,2882021Assets 2022: $1,186,308Liabilities 2022: $1,968Net Assets 2022: $1,184,3402022Assets 2023: $1,288,350Liabilities 2023: $408Net Assets 2023: $1,287,9422023Assets 2024: $1,386,257Liabilities 2024: $30,452Net Assets 2024: $1,355,8052024

Highlighted filing

2013

Assets$477,421
Liabilities$60,168
Net Assets$417,253
Open 2013 Filing

Operations Trend

Revenue Growth55th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $73,680Expenses 2011: $58,962Net Income 2011: $14,7182011Revenue 2012: $91,503Expenses 2012: $60,957Net Income 2012: $30,5462012Revenue 2013: $95,697Expenses 2013: $61,986Net Income 2013: $33,7112013Revenue 2014: $120,832Expenses 2014: $109,219Net Income 2014: $11,6132014Revenue 2015: $684,146Expenses 2015: $132,534Net Income 2015: $551,6122015Revenue 2016: $208,146Expenses 2016: $102,026Net Income 2016: $106,1202016Revenue 2017: $125,917Expenses 2017: $95,890Net Income 2017: $30,0272017Revenue 2018: $149,778Expenses 2018: $104,233Net Income 2018: $45,5452018Revenue 2019: $118,920Expenses 2019: $84,080Net Income 2019: $34,8402019Revenue 2020: $16,298Expenses 2020: $80,251Net Income 2020: -$63,9532020Revenue 2021: $111,160Expenses 2021: $56,791Net Income 2021: $54,3692021Revenue 2022: $107,919Expenses 2022: $99,145Net Income 2022: $8,7742022Revenue 2023: $109,352Expenses 2023: $110,279Net Income 2023: -$9272023Revenue 2024: $164,361Expenses 2024: $117,077Net Income 2024: $47,2842024

Highlighted filing

2013

Revenue$95,697
Expenses$61,986
Net Income$33,711
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 2, 2014
Return Version
2013v3.1
Gross Receipts
$95,697
Mission and Program Overview

Mission

Funding of various community services, educational programs, temporary and immediate needs of the community.

Program Services

DescriptionGrantsExpenses
Funding of community based non-profits and scholarhips to high school seniors.$910$61,075
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kym MooreDirector-$0--
Danny DaneCFO-$0--
John PryorSecretary-$0--
Grady BuckDirector-$0--
Howdy MillerDirector-$0--
Tom CrearPresident-$0--
Greg LockardDirector-$0--
Al SandriniDirector-$0--
John FallgatterDirector-$0--
Filing and Contact Details

Filer

EIN
77-0371695
Phone
6613258204

Signing Officer

Name
Danny Dane
Title
CFO
Signed
2014-05-02
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.4

“| Donee's Name: Boys and Girls Club of Bakersfield | Donee's Address: Provided upon request Bakersfield, CA 93301 | Cash Amount Given: $10000”

Grants and Similar Amounts Paid In Excess of $5,000.11

“| Donee's Name: Junior Achievement | Donee's Address: Provided upon request Bakersfield, CA 93301 | Cash Amount Given: $6000”

Grants and Similar Amounts Paid In Excess of $5,000.27

“| Donee's Name: Smile for a Lifetime | Donee's Address: Provided upon request Bakersfield, CA 93312 | Cash Amount Given: $8000”

Grants and Similar Amounts Paid In Excess of $5,000.30

“| Donee's Name: Golden Empire Gleaners | Donee's Address: Provided upon request Bakersfield, CA 93301 | Cash Amount Given: $9000”

Other Expenses.1

“Bank fees $746”

Other Expenses.2

“Supplies $110”

Other Expenses.3

“Registery of charitable trusts $25”

Other Expenses.4

“Secretary of State $20”

Other Expenses.5

“Franchise Tax Board $10”

Other Assets.1

“Accts rec. - Beginning $0 Accts rec. - Ending $300”

Total Liabilities.1

“- Beginning $0 - Ending $60168”

Raw XML Appendix167 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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IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093389
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt0383542
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kym Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Danny Dane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Pryor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Grady Buck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Howdy Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tom Crear
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Greg Lockard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Al Sandrini
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8John Fallgatter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0200
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0300
IRS990EZ/OtherExpensesTotalAmt0911
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Funding of various community services, educational programs, temporary and immediate needs of the community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funding of community based non-profits and scholarhips to high school seniors.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0910
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061075
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt021416
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt060168
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061986
IRS990EZ/TotalProgramServiceExpensesAmt0910
IRS990EZ/TotalRevenueAmt095697
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt061075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt083028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt067334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0211437
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08475
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06346
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0211437
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt061075
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt067334
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0211437
IRS990ScheduleA/TotalSupportAmt0226258
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Boys and Girls Club of Bakersfield | Donee's Address: Provided upon request Bakersfield, CA 93301 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Junior Achievement | Donee's Address: Provided upon request Bakersfield, CA 93301 | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Smile for a Lifetime | Donee's Address: Provided upon request Bakersfield, CA 93312 | Cash Amount Given: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: Golden Empire Gleaners | Donee's Address: Provided upon request Bakersfield, CA 93301 | Cash Amount Given: $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank fees $746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Registery of charitable trusts $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Secretary of State $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Franchise Tax Board $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accts rec. - Beginning $0 Accts rec. - Ending $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10- Beginning $0 - Ending $60168
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Danny Dane
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10Bakersfield West Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0770371695
ReturnHeader/Filer/PhoneNum06613258204
ReturnHeader/Filer/USAddress/AddressLine10PO Box 9997
ReturnHeader/Filer/USAddress/City0Bakersfield
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093389
ReturnHeader/ReturnTs02014-05-02T12:18:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$477,421
Liabilities
$60,168
Net assets
$417,253
Revenue
$95,697
Expenses
$61,986
Net income
$33,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.03$1.36$0.16$0.12$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.11$0.11$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.18$0.11$0.10$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.02$1.33$0.11$0.06$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.02$1.28$0.02$0.08$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.15$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.13$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.21$0.10$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.68$0.13$0.55
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.07$0.43$0.12$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.06$0.42$0.10$0.06$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.02$0.38$0.09$0.06$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.35$0.07$0.06$0.01