BAKERSFIELD NORTH ROTARY FOUNDATION (EIN 770300931) - 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

1991

Legal Domicile

Principal Officer

CATHY BENNETT

Phone

6613285212

Tax Period

2023-07-01 to 2024-06-30

BAKERSFIELD NORTH ROTARY FOUNDATION, founded in 1991, is a small nonprofit that reported $162K in total revenue in fiscal year 2023. Expenses of $142K left a modest 13% surplus.

Mission

TO SUPPORT CHARITIES IN THE GREATER BAKERSFIELD AREA, PARTICULARLY THOSE SERVING CHILDREN. AND TO SUPPORT THE CLUB-SPONSORED INTERACT AND ROTARACT CLUBS.

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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 $138,022

Program Service Revenue $0

Investment Income $24,421

Other Revenue $0

TOTAL REVENUE $162,443

Expense Breakdown

Grants Paid $134,457

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $134,457

Other Expenses $7,128

TOTAL EXPENSES $141,585

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,443	$151,511	+0.1%
Expenses	$141,585	$51,837	+1.7%
Net Income	$20,858	$99,674	-0.8%

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
ZANE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MARVIN FULLER	DIRECTOR	1.00	Director	$0	$0	$0
DARRELL ATKINSON	DIRECTOR	1.00	Director	$0	$0	$0
TERESA FORD	DIRECTOR	1.00	Director	$0	$0	$0
JACOB PANERO	DIRECTOR	1.00	Director	$0	$0	$0
JEFF BARNHARD	PRESIDENT	4.00	Officer	$0	$0	$0
CARLOS BALDOVINOS	SECRETARY	4.00	Officer	$0	$0	$0
PATRICK HOFFMAN	VICE PRESIDENT	4.00	Officer	$0	$0	$0
CATHY BENNETT	TREASURER	4.00	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	$162,443	$141,585	$780,277	$20,858
2023	$143,255	$96,505	$720,039	$46,750
2022	$168,951	$99,077	$646,598	$69,874
2021	$116,762	$106,762	$620,596	$10,000
2020	$94,089	$116,573	$558,239	$-22,484
2019	$146,339	$103,866	$570,217	$42,473

BAKERSFIELD NORTH ROTARY FOUNDATION