BAKERSFIELD BREAKFAST ROTARY FOUNDATION: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BAKERSFIELD BREAKFAST ROTARY FOUNDATION (EIN 77-0234356)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-03-16
IRS object ID
201530779349200208
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-03-16T11:05:54-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330737981PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15060 CALIFORNIA AVE SUITE 800AddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93309ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770234356EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BAKERSFIELD BREAKFAST ROTARY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBAKEBusinessNameControlTxt
Phone6612838735PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2568AddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93303ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGINA HAYDENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6612838735PhoneNum
Signature2015-02-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY G BRAUNPreparerPersonNm
PTINP00192870PTIN
Phone6613257500PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$96,594GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Membership Dues$14,714MembershipDuesAmt
Investment Income$990InvestmentIncomeAmt
Fundraising Gross Income$76,261FundraisingGrossIncomeAmt
Special Events Direct Expenses$27,370SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$48,891SpecialEventsNetIncomeLossAmt
Other Revenue Total$4,629OtherRevenueTotalAmt
Total Revenue$69,224TotalRevenueAmt
Other Expenses Total$48,353OtherExpensesTotalAmt
Total Expenses$48,353TotalExpensesAmt
Excess Or Deficit For Year$20,871ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$123,926NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$144,797NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$130,701BOYAmt
EOY$155,920EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$3,395BOYAmt
EOY$4,300EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$134,096BOYAmt
EOY$160,220EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,170BOYAmt
EOY$15,423EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$123,926BOYAmt
EOY$144,797EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE MISSION OF THE ROTARY FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY. THE FOUNDATION IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND FRIENDS OF THE FOUNDATION WHO SHARE ITS VISION OF A BETTER WORLD.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomFUNDING OF OTHER COMMUNITY EXEMPT ORGANIZATIONS AND RELATED ROTARY INTERNATIONAL PROJECTS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$43,401ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$43,401TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MIKE STEPANOVICH
PRESIDENT1.00$0$0$0
SAMY ABIAOUI
VICE PRESIDENT1.00$0$0$0
GINA HAYDEN
CHIEF FINANCIAL OFFICER1.00$0$0$0
MARTHA SAMORA
SECRETARY1.00$0$0$0
SUSAN EATON
DIRECTOR1.00$0$0$0
MARLENE HEISE
DIRECTOR1.00$0$0$0
KAY PITTS
DIRECTOR1.00$0$0$0
MIKE DANIEL
DIRECTOR1.00$0$0$0
NEIL WALKER
DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGINA HAYDENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2568AddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93303ZIPCode
FieldValueIRS element (for citing)
Phone6612838735PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,061CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,728CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,496CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,257CurrentTaxYearMinus1YearAmt
Current Tax Year$76,261CurrentTaxYearAmt
Total$225,803TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$21,484CurrentTaxYearMinus1YearAmt
Total$21,484TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,061CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,728CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,496CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,741CurrentTaxYearMinus1YearAmt
Current Tax Year$76,261CurrentTaxYearAmt
Total$247,287TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$247,287PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,074CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,278CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$505CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$247CurrentTaxYearMinus1YearAmt
Current Tax Year$990CurrentTaxYearAmt
Total$5,094TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,074CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,278CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$505CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$247CurrentTaxYearMinus1YearAmt
Current Tax Year$990CurrentTaxYearAmt
Total$5,094TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,135CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,006CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,001CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,988CurrentTaxYearMinus1YearAmt
Current Tax Year$77,251CurrentTaxYearAmt
Total$252,381TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97980PublicSupportCY509Pct
Public Support PY5090.97860PublicSupportPY509Pct
Investment Income CY0.02020InvestmentIncomeCYPct
Investment Income PY0.02140InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1RATC FUNDRAISERNameOfEvent1Amt
Gross Receipts Event1$45,746GrossReceiptsEvent1Amt
Gross Revenue Event1$45,746GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,000NonCashPrizesEvent1Amt
Rent Facility Costs Event1$480RentFacilityCostsEvent1Amt
Food And Beverage Event1$5,730FoodAndBeverageEvent1Amt
Entertainment Event1$400EntertainmentEvent1Amt
Other Direct Expenses Event1$1,987OtherDirectExpensesEvent1Amt
Name Of Event2THOUSAND FLAGSNameOfEvent2Amt
Gross Receipts Event2$24,396GrossReceiptsEvent2Amt
Gross Revenue Event2$24,396GrossRevenueEvent2Amt
Other Direct Expenses Event2$17,773OtherDirectExpensesEvent2Amt
Gross Receipts Total$70,142GrossReceiptsTotalAmt
Gross Revenue Total Events$70,142GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,000NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$480RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$5,730FoodAndBeverageTotalEventsAmt
Entertainment Total Events$400EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$19,760OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$27,370DirectExpenseSummaryEventsAmt
Net Income Summary$42,772NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 76. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 914. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 990.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: OTHER INCOME. AMOUNT: 4,629.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK FEE. AMOUNT: 1,087. DESCRIPTION: CLUB ADMINISTRATION. AMOUNT: 1,164. DESCRIPTION: CLUB SERVICE. AMOUNT: 2,187. DESCRIPTION: TAX EXPENSE. AMOUNT: 514. DESCRIPTION: NEW GEN MEETING. AMOUNT: 45. DESCRIPTION: MEMBERS ANNUAL GIVING. AMOUNT: 6,700. DESCRIPTION: INTERNATIONAL SERVICE. AMOUNT: 2,824. DESCRIPTION: PLANK FOUNDATION. AMOUNT: 800. DESCRIPTION: YOUTH SERVICES. AMOUNT: 7,574. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 22,954. DESCRIPTION: VOCATIONAL SERVICE. AMOUNT: 2,504. TOTAL TO FORM 990-EZ, LINE 16: 48,353.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 3,395. END OF YEAR AMOUNT: 4,300.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,978. DESCRIPTION: OTHER LIABILITIES. BEG. OF YEAR AMOUNT: 10,170. END OF YEAR AMOUNT: 4,445.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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