Mt Baker Rotary Foundation: FY2021 Nonprofit Profile & Form 990 (EIN 91-1721997)

Revenue by fiscal year
FY2020	$602K
FY2021	$261K
FY2022	$273K
FY2023	$515K
FY2024	$327K
FY2024	$425K

Expenses by fiscal year
FY2020	$570K
FY2021	$198K
FY2022	$267K
FY2023	$469K
FY2024	$298K
FY2024	$369K

Net assets by fiscal year
FY2020	$504K
FY2021	$632K
FY2022	$551K
FY2023	$565K
FY2024	$649K
FY2024	$759K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

99%

Program services 99% · $197K Management & general 1% · $1K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Jordan Roorda

President

$0Pt VII · Sec A

Robert Todd Wong

Treasurer

$0Pt VII · Sec A

Adam Klassen

Director

$0Pt VII · Sec A

Will Vanderhage

Director

$0Pt VII · Sec A

Jason Jorgenson

Vice President

$0Pt VII · Sec A

Nathan Zylstra

Secretary

$0Pt VII · Sec A

Eric Vanerstrom

Director

$0Pt VII · Sec A

See Mt Baker Rotary Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Raises money to support charitable causes in the Lynden area.

Provided by the organization

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3 programs · $197K · in their own filed words · FY2020

01

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.

$140Kprogram expense

02

Student scholarships granted to 22 high school students of $2,000 for university, college or technical training. Total donation $44,800.

$46Kprogram expense

03

Miscellaneous and International Projects

Funding educational expenses in africa for underprivileged women and children. Total donation 10,755.

$11Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Echo Valley FoundationFY2024$15K

Mt Baker Rotary FoundationFY2024$13K

Total grants receivedfrom 2 funders$28K

Grants paid · 53 grants · $1.4M · 2019–2024

Bridges of HopeWA · FY2024$168,500

Unitemized GrantFY2024$75,000

Christian Hope AssociationWA · FY2024$17,000

Lynden Christian SchoolWA · FY2024$15,000

Boy Scout Troop 4028WA · FY2024$13,116

Lynden Junior Livestock Show and AuctionWA · FY2024$10,467

Lynden Community Senior CenterWA · FY2024$10,000

The Nooksack Valley Food Bank AssociationWA · FY2024$5,405

Unitemized GrantFY2024$4,125

Unitemized GrantFY2023$75,000

Only 7 SecondsWA · FY2023$25,000

City of LyndenFY2023$24,267

Lynden Junior Livestock Show and AuctionWA · FY2023$10,277

Lynden Community Senior CenterWA · FY2023$8,000

Christian Hope AssociationWA · FY2023$8,000

The Nooksack Valley Food Bank AssociationWA · FY2023$7,030

Boy Scout Troop 4028FY2023$5,228

Unitemized GrantFY2023$4,125

See all 53 grants →

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$261K

Ln 12

Gifts and grantsLn 1h$152K

Other incomeLn 4–11$59K

Investment incomeLn 3$49K

Money outPt IX

$198K

Ln 25

Programscol B$197K

Managementcol C$1K

Owns and owesPt X

$632K

net assets · Ln 32

Cash and savingsLn 1–2$150K

Total assetsLn 16$721K

LiabilitiesLn 26$89K

PeoplePt VI, VII

7

listed · VII A

PaidVII A0

Voting boardVI 1a7

IndependentVI 1b7

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$152K

Fundraising eventsLn 1c$89K

Investment incomeLn 3$49K

Other incomeLn 4–11$59K

Gains on assetsLn 7$38K

Total revenueLn 12$261K

Assets in detailPt X, end of year

CashLn 1$150K

Cash and savings togetherLn 1–2$150K

InvestmentsLn 11–13$550K

Total assetsLn 16$721K

LiabilitiesLn 26$89K

Net assetsLn 32$632K

OperationsPt I, VI

EmployeesI 50

VolunteersI 675

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$69K	$150K
InvestmentsLn 11–13		$550K
Total assetsLn 16	$548K	$721K
LiabilitiesLn 26	$44K	$89K
Net assetsLn 32	$504K	$632K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$136K	$136K
Grants to domestic individualsLn 2	$46K	$46K
Grants and assistance to foreign recipientsLn 3	$11K	$11K
Accounting feesLn 11c	$1K		$1K
Investment management feesLn 11f	$1K	$1K
Advertising and promotionLn 12	$3K	$3K
Office expensesLn 13	$170	$170
All other expensesLn 24e	$304		$304
Total functional expensesLn 25	$198K	$197K	$1K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024	$327K	$298K	$29K	$649K	990 PDF
FY2023	$515K	$469K	$46K	$565K	990 PDF
FY2022	$273K	$267K	$5K	$551K	990 PDF
FY2021 Viewing	$261K	$198K	$63K	$632K	990 PDF
FY2020	$602K	$570K	$31K	$504K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $260,993 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $456,333$152,322

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $16,940$49,236

I-11 Other revenuePrior year $128,248$59,435

I-12 Total revenuePrior year $601,521$260,993

I-13 Grants and similar amounts paidPrior year $118,005$192,282

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $452,106$6,052

I-18 Total expensesPrior year $570,111$198,334

I-19 Revenue less expensesPrior year $31,410$62,659

Part VI · Governance 7 of 7 board members independent, 3 to look at

VI-1a Voting members of the governing body7

VI-1b Independent voting members7

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $260,993 across 7 lines filed

VIII-1c Fundraising events$89,294

VIII-1f All other contributions, gifts and grants$63,028

VIII-1h Total contributions, gifts and grants$152,322

VIII-3 Investment incomeExcluded from tax $11,552$11,552

VIII-7 Net gain or loss on sales of assetsExcluded from tax $37,684$37,684

VIII-8 Net income from fundraising eventsExcluded from tax $59,435$59,435

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $108,671$260,993

Part IX · Statement of functional expenses $198,334 across 8 lines filed

IX-1 Grants to domestic organizationsPrograms $135,977$135,977

IX-2 Grants to domestic individualsPrograms $45,550$45,550

IX-3 Grants and assistance to foreign recipientsPrograms $10,755$10,755

IX-11c Accounting feesManagement $1,000$1,000

IX-11f Investment management feesPrograms $1,328$1,328

IX-12 Advertising and promotionPrograms $3,250$3,250

IX-13 Office expensesPrograms $170$170

IX-24e All other expensesManagement $304$304

IX-25 Total functional expensesPrograms $197,030 · Management $1,304 · Fundraising $0$198,334

Part X · Balance sheet $720,986 assets, 11 lines filed

X-1 Cash, non-interest-bearingStart of year $69,279$149,917

X-9 Prepaid expenses and deferred chargesStart of year $250$21,020

X-11 Publicly traded securities$550,049

X-16 Total assetsStart of year $548,496$720,986

X-17 Accounts payable and accrued expensesStart of year $4,434$36,507

X-18 Grants payable$52,000

X-25 Other liabilitiesStart of year $39,855$0

X-26 Total liabilitiesStart of year $44,289$88,507

X-27 Net assets without donor restrictionsStart of year $504,207$632,479

X-32 Total net assets or fund balancesStart of year $504,207$632,479

X-33 Total liabilities and net assetsStart of year $548,496$720,986

Part XI · Reconciliation of net assets $632,479 net assets at year end

XI-1 Total revenue$260,993

XI-2 Total expenses$198,334

XI-3 Revenue less expenses$62,659

XI-4 Net assets at start of year$504,207

XI-5 Net unrealized gains (losses) on investments$65,613

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$632,479

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Mt Baker Rotary Foundation FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Support for Local Non Profit Organizations

Miscellaneous and International Projects

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV