Civic Intelligence

Bakersfield Rotary West Foundation

990EZ • Fiscal year 2014 • EIN 77-0371695

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 11, 2015

Organization ProfileN/A
PO Box 9997Bakersfield, CA 93389

(661) 325-8204

Siviq Scores

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

Liabilities / Assets

79th percentile

0.14x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

0.59x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

63rd percentile

9.6%

Higher net margin than 63% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$499,993

Up $22,572 (+4.7%) from 2013

Net Assets

Up

$428,866

Up $11,613 (+2.8%) from 2013

Liabilities

Up

$71,127

Up $10,959 (+18%) from 2013

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin63rd percentile

Revenue

Up

$120,832

Up $25,135 (+26%) from 2013

Expenses

Up

$109,219

Up $47,233 (+76%) from 2013

Net Income

Down

$11,613

Down $22,098 (-66%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2014

Assets$499,993
Liabilities$71,127
Net Assets$428,866
Open 2014 Filing

Operations Trend

Revenue Growth76th 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

2014

Revenue$120,832
Expenses$109,219
Net Income$11,613
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 11, 2015
Return Version
2014v5.0
Gross Receipts
$120,832
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Provide assistance to organizations and individuals serving the less fortunate youth through funding in the areas of education, literacy, health, and welfare.$39,620$69,600
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kym MooreDirector-$0--
Danny DaneCFO-$0--
Jason CohenDirector-$0--
Rudy CarvajalDirector-$0--
Scott BarnettDirector-$0--
Greg LockardDirector-$0--
Al SandriniPresident-$0--
John FallgatterDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bakersfield West Rotary Foundation
EIN
77-0371695
Phone
6613258204
Address
PO Box 9997, Bakersfield, CA 93389

Signing Officer

Name
Danny Dane
Title
CFO
Signed
2015-03-11
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Bakersfield Memorial Hospital | Donee's Address: Provided upon request Bakersfield, CA 93301 | Cash Amount Given: $19000”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Boys and Girls Club of Bakersfield | Donee's Address: Provided upon request Bakersfield, CA 93301 | Cash Amount Given: $19000”

Grants and Similar Amounts Paid In Excess of $5,000.9

“| Donee's Name: Rotary Club of Bakersfield-PTSD Project | Donee's Address: Provide upon request Bakersfield, CA 93301 | Cash Amount Given: $7500”

Other Expenses.1

“Fundraising $39034”

Other Expenses.2

“Supplies $541”

Other Expenses.3

“Registery of charitable trusts $25”

Other Expenses.4

“Franchise Tax Board $10”

Other Expenses.5

“Bank fees $9”

Other Assets.1

“Accts receivable - Beginning $300 Accts receivable - Ending $300”

Total Liabilities.1

“Deferred Income - Beginning $60168 Deferred Income - Ending $71127”

Raw XML Appendix163 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Bakersfield Memorial Hospital | Donee's Address: Provided upon request Bakersfield, CA 93301 | Cash Amount Given: $19000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Boys and Girls Club of Bakersfield | Donee's Address: Provided upon request Bakersfield, CA 93301 | Cash Amount Given: $19000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Rotary Club of Bakersfield-PTSD Project | Donee's Address: Provide upon request Bakersfield, CA 93301 | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fundraising $39034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Registery of charitable trusts $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Franchise Tax Board $10
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accts receivable - Beginning $300 Accts receivable - Ending $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Deferred Income - Beginning $60168 Deferred Income - Ending $71127
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Danny Dane
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bakersfield West Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0770371695
ReturnHeader/Filer/PhoneNum06613258204
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 9997
ReturnHeader/Filer/USAddress/CityNm0Bakersfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093389
ReturnHeader/ReturnTs02015-03-11T11:44:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$499,993
Liabilities
$71,127
Net assets
$428,866
Revenue
$120,832
Expenses
$109,219
Net income
$11,613
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