BAKERSFIELD WEST ROTARY-STROOPE FAMILY FOUNDATION (EIN 770371695) - 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

1993

Legal Domicile

Principal Officer

SCOTT BARNETT

Phone

6613968204

Tax Period

2024-01-01 to 2024-12-31

BAKERSFIELD WEST ROTARY-STROOPE FAMILY FOUNDATION, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $164K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 29% operating margin.

Mission

FUNDING OF VARIOUS COMMUNITY SERVICES, EDUCATIONAL PROGRAMS, TEMPORARY AND IMMEDIATE NEEDS OF THE COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $125,906

Program Service Revenue $0

Investment Income $76,830

Other Revenue $-38,375

TOTAL REVENUE $164,361

Expense Breakdown

Grants Paid $108,424

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,424

Other Expenses $8,653

TOTAL EXPENSES $117,077

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,361	$109,352	+0.5%
Expenses	$117,077	$110,279	+0.1%
Net Income	$47,284	$-927	-52.0%

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
JASON COHEN	DIRECTOR	1.00	Director	$0	$0	$0
TIM WERDEL	DIRECTOR	1.00	Director	$0	$0	$0
KELLY NEWBY	DIRECTOR	1.00	Director	$0	$0	$0
JAQUES JANS	DIRECTOR	1.00	Director	$0	$0	$0
AL SANDRINI	DIRECTOR	1.00	Director	$0	$0	$0
BARRY HIBBARD	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA LOCKARD	SECRETARY	1.00	Officer	$0	$0	$0
SCOTT BARNETT	CFO	1.00	Officer	$0	$0	$0
KEVIN BURTON	FOUNDATION PRESIDENT	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
2024	$164,361	$117,077	$1,386,257	$47,284
2023	$109,352	$110,279	$1,288,350	$-927
2022	$107,919	$99,145	$1,186,308	$8,774
2021	$111,160	$56,791	$1,353,250	$54,369
2020	$16,298	$80,251	$1,297,487	$-63,953
2019	$118,920	$84,080	$1,282,263	$34,840
2018	$149,778	$104,233	$1,179,040	$45,545

BAKERSFIELD WEST ROTARY-STROOPE FAMILY FOUNDATION