Mt Baker Rotary Foundation
- Assets
- $721.0k
- Revenue
- $261.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Lynden, WA
- Founding
- 07/1997
- Data as of
- 06/2021
- EIN
- 91-1721997
Organization Overview
Mt Baker Rotary Foundation is located in Lynden, WA. The organization was established in 1997. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Mt Baker Rotary Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Mt Baker Rotary Foundation generated $261.0k in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (0.6%) each year. All expenses for the organization totaled $198.3k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (1.0%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Mt Baker Rotary Foundation has awarded 42 individual grants totaling $731,379. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO OBTAIN FUNDS FOR THE CHARITABLE BENEFIT OF THE LYNDEN AREA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SUPPORT FOR LOCAL NON PROFIT ORGANIZATIONS: EACH YEAR A MAJOR PROJECT IS SELECTED BY THE CURRENT PRESIDENT OF THE CLUB AND APPROVED BY THE BOARD. THIS YEAR THE FOUNDATION CONTRIBUTED TOWARDS THE ADDITION AND RENOVATION OF A LOCAL SHELTER FOR ABUSED WOMEN AND CHILDREN. TOTAL DONATION $92,500. SMALLER DOLLAR COMMUNITY NONPROFIT ORGANIZATION DONATIONS ARE ALSO MADE THROUGHOUT THE YEAR, SELECTED BY THE COMMUNITY PROJECTS COMMITTEE AND ALLOCATED A PORTION OF THE ANNUAL FOUNDATION BUDGET. TOTAL DONATIONS $17,500. ALSO GAVE A GRANT OF $3,417 FOR THE RECHARTER OF THE LOCAL BOY SCOUT TROOP. $17,060 COLLECTED BY LYNDEN TRIBUNE AND DONATED TO LOCAL CHARITIES THROUGH THE FOUNDATION. $750 IN STUDENT OF THE MONTH DONATIONS TO LOCAL HIGH SCHOOL STUDENTS IN $50 INCREMENTS.
STUDENT SCHOLARSHIPS GRANTED TO 22 HIGH SCHOOL STUDENTS OF $2,000 FOR UNIVERSITY, COLLEGE OR TECHNICAL TRAINING. TOTAL DONATION $44,800.
MISCELLANEOUS AND INTERNATIONAL PROJECTS: FUNDING EDUCATIONAL EXPENSES IN AFRICA FOR UNDERPRIVILEGED WOMEN AND CHILDREN. TOTAL DONATION 10,755.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jordan Roorda President | OfficerTrustee | 2 | $0 |
Robert Todd Wong Treasurer | OfficerTrustee | 5 | $0 |
Jason Jorgenson Vice President | OfficerTrustee | 2 | $0 |
Nathan Zylstra Secretary | OfficerTrustee | 2 | $0 |
Adam Klassen Director | Trustee | 1 | $0 |
Will Vanderhage Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $89,294 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $63,028 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $152,322 |
| Total Program Service Revenue | $0 |
| Investment income | $11,552 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $37,684 |
| Net Income from Fundraising Events | $59,435 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $260,993 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $135,977 |
| Grants and other assistance to domestic individuals. | $45,550 |
| Grants and other assistance to Foreign Orgs/Individuals | $10,755 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $1,328 |
| Fees for services: Other | $0 |
| Advertising and promotion | $3,250 |
| Office expenses | $170 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $304 |
| Total functional expenses | $198,334 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $149,917 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $21,020 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $550,049 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $720,986 |
| Accounts payable and accrued expenses | $36,507 |
| Grants payable | $52,000 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $88,507 |
| Net assets without donor restrictions | $632,479 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $720,986 |
Grants Awarded
Over the last fiscal year, Mt Baker Rotary Foundation has awarded $115,032 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
Lynden, WA PURPOSE: SHELTER FACILITY | $92,500 |
Omaha, NE PURPOSE: READERS CARE | $5,705 |
Lynden, WA PURPOSE: READERS CARE | $5,705 |
Lynden, WA PURPOSE: READERS CARE | $5,705 |
BOY SCOUT TROOP 4028 PURPOSE: BOY SCOUTS ACTIVITIES | $5,417 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Mt Baker Rotary Foundation has recieved totaling $6,600.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $6,600 |
Endowment Analysis
| Beg. Balance | $455,767 |
| Earnings | $114,771 |
| Admin Expense | $1,328 |
| Grants | $19,161 |
| Ending Balance | $550,049 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
City Fund Beaverton, OR | $118,722,969 | $115,823,271 |
Greater Good Charities Seattle, WA | $7,916,385 | $76,960,540 |
Tisbest Philanthropy Seattle, WA | $1,169,318 | $11,028,187 |
Omprakash Inc Seattle, WA | $1,303,902 | $8,335,902 |
Momsrising Education Fund Bellevue, WA | $13,735,648 | $12,363,267 |
Community In Action Ontario, OR | $2,870,959 | $6,588,152 |
Tsf Services Seattle, WA | $41,582 | $5,196,264 |
Invested Renton, WA | $10,800,874 | $5,096,103 |
Malaria No More Fund Seattle, WA | $7,196,882 | $3,765,133 |
Emergency Feeding Program Of Seattle & King County Renton, WA | $889,754 | $3,848,246 |
Seattle International Foundation Seattle, WA | $3,557,476 | $2,971,233 |
Arctic Slope Community Foundation Anchorage, AK | $12,635,878 | $4,961,869 |