Bakersfield Rotary- Waterman Foundation (EIN 770031890) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Phone

6615469901

Tax Period

2023-07-01 to 2024-06-30

Bakersfield Rotary- Waterman Foundation, founded in 1984, is a micro nonprofit that reported $69K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $84K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO ASSIST IN THE CONTINUED DEVELOPMENT OF CHARITABLE AND EDUCATIONAL ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $26,480

Program Service Revenue $0

Investment Income $43,012

Other Revenue $0

TOTAL REVENUE $69,492

Expense Breakdown

Grants Paid $80,728

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,728

Other Expenses $3,250

TOTAL EXPENSES $83,978

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,492	$91,014	-0.2%
Expenses	$83,978	$82,671	+0.0%
Net Income	$-14,486	$8,343	-2.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristen Beal Watson	Director	1.00	Director	$0	$0	$0
Ray W Watson	Director	1.00	Director	$0	$0	$0
Justin Leland	Director	1.00	Director	$0	$0	$0
Jim Damian	Director	1.00	Director	$0	$0	$0
Steve Roach	President	1.00	Officer	$0	$0	$0
Shawn Kelly	Treasurer	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$69,492	$83,978	$1,413,429	$-14,486
2023	$91,014	$82,671	$1,319,226	$8,343
2022	$201,298	$65,433	$1,334,694	$135,865
2021	$96,751	$69,657	$1,372,120	$27,094
2020	$82,357	$96,739	$1,233,989	$-14,382
2019	$151,443	$148,158	$1,250,525	$3,285

Bakersfield Rotary- Waterman Foundation