BAKERSFIELD EAST ROTARY FOUNDATION

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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

1995

Legal Domicile

Principal Officer

BOB PARKER

Phone

6613010345

Tax Period

2023-07-01 to 2024-06-30

BAKERSFIELD EAST ROTARY FOUNDATION, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $139K in total revenue in fiscal year 2023. Revenue surged 176% from the prior year, signaling strong growth momentum. Net assets of $572K represent 50 months of operating reserves.

Mission

PROVIDE GRANTS, SCHOLARSHIPS AND ALLOCATIONS FOR COMMUNITY, NATIONAL AND INTERNATIONAL PROJECTS.

Program Service Accomplishments

Program 1

GRANTS, SCHOLARSHIPS AND ALLOCATIONS FOR COMMUNITY, NATIONAL AND INTERNATIONAL PROJECTS.

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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 $82,189

Program Service Revenue $0

Investment Income $16,448

Other Revenue $40,067

TOTAL REVENUE $138,704

Expense Breakdown

Grants Paid $122,414

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $122,414

Other Expenses $12,937

TOTAL EXPENSES $135,351

Year-over-Year Comparison

	2023	2022	Change
Revenue	$138,704	$50,286	+1.8%
Expenses	$135,351	$93,712	+0.4%
Net Income	$3,353	$-43,426	-1.1%

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	Role	Reportable Comp	Other Comp	Total
AARON MARKOVITZ	PRESIDENT	Officer Director	$0	$0	$0
BOB PARKER	TREASURER	Officer Director	$0	$0	$0
JON LIFQUIST	DIRECTOR	Director	$0	$0	$0
STEVE RICHARDSON	DIRECTOR	Director	$0	$0	$0
LINDA SULLENGER	VICE PRESIDENT	Officer Director	$0	$0	$0
CHRISTINE RANDALL	SECRETARY/DIRECTOR	Officer Director	$0	$0	$0
JIMMIE SOTO	DIRECTOR	Director	$0	$0	$0
DEAN CARPENTER	DIRECTOR	Director	$0	$0	$0
SCARLETT SABIN	DIRECTOR	Director	$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	$138,704	$135,351	$660,001	$3,353
2023	$50,286	$93,712	$587,637	$-43,426
2022	$149,546	$104,976	$541,524	$44,570
2021	$140,274	$69,254	$676,268	$71,020
2020	$76,749	$64,501	$531,359	$12,248
2019	$133,061	$108,964	$509,330	$24,097
2018	$110,577	$92,752	$503,751	$17,825