FURP.ORG / PUBLIC DATA EXPLORER

ROTARY CLUB OF SACRAMENTO FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF SACRAMENTO FOUNDATION (EIN 23-7117223)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-01-22
IRS object ID
202420229349301192
Schema version
2022v5.0
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)
Return2024-01-22T14:56:15-08:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320343346PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1The Pun GroupBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 Sandpointe Ave Ste 600AddressLine1Txt
CitySanta AnaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92707ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237117223EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF SACRAMENTO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone9169292992PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2528AddressLine1Txt
CityFAIR OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95628ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROY ALEXANDERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-01-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROYPersonFirstNm
Person LastALEXANDERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES H FRITZSCHE CPAPreparerPersonNm
PTINP00423351PTIN
Phone9164222111PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHEN JOHANSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2528AddressLine1Txt
CityFAIR OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95628ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,069,453GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ROTARYSACRAMENTO.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1971FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionOur mission is to provide leadership, perpetual funding and resources necessary to support the diverse humanitarian efforts of the Rotary Club of Sacramento in local and world communitiesActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers120TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$214,974PYContributionsGrantsAmt
CY Contributions Grants$326,725CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$171,631PYInvestmentIncomeAmt
CY Investment Income$26,542CYInvestmentIncomeAmt
PY Other Revenue$25,585PYOtherRevenueAmt
CY Other Revenue$40,143CYOtherRevenueAmt
PY Total Revenue$412,190PYTotalRevenueAmt
CY Total Revenue$393,410CYTotalRevenueAmt
PY Grants And Similar Paid$173,596PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$278,049CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$43,810CYTotalFundraisingExpenseAmt
PY Other Expenses$166,037PYOtherExpensesAmt
CY Other Expenses$155,726CYOtherExpensesAmt
PY Total Expenses$339,633PYTotalExpensesAmt
CY Total Expenses$433,775CYTotalExpensesAmt
PY Revenues Less Expenses$72,557PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$40,365CYRevenuesLessExpensesAmt
Total Assets BOY$3,361,778TotalAssetsBOYAmt
Total Assets EOY$3,571,131TotalAssetsEOYAmt
Total Liabilities BOY$99,681TotalLiabilitiesBOYAmt
Total Liabilities EOY$120,399TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,262,097NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,450,732NetAssetsOrFundBalancesEOYAmt
MissionOur mission is to provide leadership, perpetual funding and resources necessary to support the diverse humanitarian efforts of the Rotary Club of Sacramento in local and world communitiesMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$300,687ExpenseAmt
Grant$278,049GrantAmt
Desc"Community Service, World Community Service, Youth Incentive Program, Scholarships/Grants and Youth Exchange Program." Clients Served: Junior Achievement of Sacramento, Bowling Green Charter Complex, Fern Bacon Middle School, Ralph Richardson Center, Luther Burbank High School, Clean Water Projects, Scholarships for at-risk students mentored by Rotarians, emergency shelter and supplies for the homeless in disaster situations, Rotaplast mission, Scholarships for students from Delta, C.K. McClatchy, Sacramento, Jesuit, Christian Brothers and Rio Americano High Schools, and sacramento children's home crisis nursery. Specific contributions are listed on Schedule I.Desc
Total Program Service Expenses$300,687TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonACCOUNTANTPersonNm
Phone9169292992PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2528AddressLine1Txt
CityFAIR OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95628ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndInstitutional TrusteeInstitutionalTrusteeInd
GARY BAZLEN
Trustee0.000.00Yes (X)$0$0$0
JAMIE FURLONG
Secretary3.000.00Yes (X)$0$0$0
SARAH HODGE
Trustee1.000.00Yes (X)$0$0$0
APRIL JAVIST
Treasurer1.000.00Yes (X)$0$0$0Yes (X)
VIRGINIA WADE
Trustee1.000.00Yes (X)$0$0$0
STEPHEN JOHANSON
President1.000.00Yes (X)$0$0$0
LEV KAGANOVICH
Trustee1.000.00Yes (X)$0$0$0
ED WRIGHT
Trustee1.000.00Yes (X)$0$0$0
LATOYA WONG
Trustee1.000.00Yes (X)$0$0$0
ROY ALEXANDER
Trustee1.000.00Yes (X)$0$0$0
LINDA GEERY
EX-OFFICIO0.000.00$0$0$0Yes (X)
TODD KOOLALIAN
EX-OFFICIO0.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$110,409FundraisingAmt
All Other Contributions$216,316AllOtherContributionsAmt
Total Contributions$326,725TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,656TotalRevenueColumnAmt
Exclusion$76,656ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$529,472SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$579,586SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$50,114SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$50,114TotalRevenueColumnAmt
Exclusion-$50,114ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$136,600FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$110,409ContriRptFundraisingEventAmt
Fundraising Direct Expenses$96,457FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,143TotalRevenueColumnAmt
Exclusion$40,143ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$393,410TotalRevenueColumnAmt
Exclusion$66,685ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$210,957TotalAmt
Program Services$210,957ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$67,092TotalAmt
Program Services$67,092ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,535TotalAmt
Management And General$28,535ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$24,023TotalAmt
Fundraising$24,023FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,588TotalAmt
Program Services$6,588ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ADMINISTRATIVE FEES$88,616$16,050$54,066$18,500
BANK FEES$3,252$2,595$657
Printing and Publications$2,427$2,427
MISCELLANEOUS$1,462$832$630

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$823TotalAmt
Management And General$823ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$433,775TotalAmt
Program Services$300,687ProgramServicesAmt
Management And General$89,278ManagementAndGeneralAmt
Fundraising$43,810FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$74,071BOYAmt
EOY$270,131EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,331BOYAmt
EOY$8,942EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$34,683BOYAmt
EOY$30,435EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,630LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,630LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,247,693BOYAmt
EOY$3,251,623EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$10,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,361,778BOYAmt
EOY$3,571,131EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$92,637BOYAmt
EOY$104,795EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,044BOYAmt
EOY$5,604EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$10,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$99,681BOYAmt
EOY$120,399EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,363,867BOYAmt
EOY$2,408,272EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$898,230BOYAmt
EOY$1,042,460EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,262,097BOYAmt
EOY$3,450,732EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,361,778BOYAmt
EOY$3,571,131EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$40,365ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$245,199NetUnrlzdGainsLossesInvstAmt
Investment Expense-$16,199InvestmentExpenseAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF SACRAMENTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN940818257EIN
Organization Type10OrganizationTypeCd
Governing Document ListedfalseGoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (true)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (true)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (true)SuprtExclusivelySec170c2BInd
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Section A, Line 3b: Description Of When and How Organization Made The DeterminationThe Board of Trustees of the Rotary Club of Sacramento Foundation reviews the tax returns of the supported organization before filing.
Part IV, Section A, Line 3c: Explain What Controls The Organization Put In PlaceThe Rotary Club of Sacramento Foundation has an audit for each fiscal year. The Board of Trustees of the Rotary Club of Sacramento Foundation and the Board of Directors of the supported organization review the results of the audit together.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,449,723BeginningYearBalanceAmt
Contributions$56,399ContributionsAmt
Investment Earnings Or Losses$211,840InvestmentEarningsOrLossesAmt
Grants Or Scholarships$179,284GrantsOrScholarshipsAmt
Administrative Expenses$54,066AdministrativeExpensesAmt
End Year Balance$2,484,612EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,149,337BeginningYearBalanceAmt
Contributions$76,010ContributionsAmt
Investment Earnings Or Losses-$573,603InvestmentEarningsOrLossesAmt
Grants Or Scholarships$154,521GrantsOrScholarshipsAmt
Administrative Expenses$47,500AdministrativeExpensesAmt
End Year Balance$2,449,723EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,509,335BeginningYearBalanceAmt
Contributions$58,388ContributionsAmt
Investment Earnings Or Losses$755,002InvestmentEarningsOrLossesAmt
Grants Or Scholarships$138,388GrantsOrScholarshipsAmt
Administrative Expenses$35,000AdministrativeExpensesAmt
End Year Balance$3,149,337EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,563,095BeginningYearBalanceAmt
Contributions$54,108ContributionsAmt
Investment Earnings Or Losses$59,771InvestmentEarningsOrLossesAmt
Grants Or Scholarships$131,939GrantsOrScholarshipsAmt
Administrative Expenses$35,700AdministrativeExpensesAmt
End Year Balance$2,509,335EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,429,828BeginningYearBalanceAmt
Contributions$173,280ContributionsAmt
Investment Earnings Or Losses$119,080InvestmentEarningsOrLossesAmt
Grants Or Scholarships$45,200GrantsOrScholarshipsAmt
Administrative Expenses$113,893AdministrativeExpensesAmt
End Year Balance$2,563,095EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.79000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.15000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.06000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,630OtherCostOrOtherBasisAmt
Depreciation$1,630DepreciationAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEPOSITS HELD AS FISCAL AGENTDesc
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Liability$10,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$622,410TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$245,199NetUnrealizedGainsInvstAmt
Revenue Not Reported$245,199RevenueNotReportedAmt
Revenue Subtotal$377,211RevenueSubtotalAmt
Investment Expenses Not Incld$16,199InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$16,199RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$393,410TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$433,775TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$433,775ExpensesSubtotalAmt
Total Expenses Per Form990$433,775TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.TO PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS.
Part X : FIN48 FootnoteWe have evaluated the tax positions and related income tax contingencies and do not believe that any material uncertain tax positions exist that require recognition or disclosure in the financial statements.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SAC CENTURYEvent1Nm
Gross Receipts Event1$199,062GrossReceiptsEvent1Amt
Charitable Contri Event1$75,180CharitableContriEvent1Amt
Gross Revenue Event1$123,882GrossRevenueEvent1Amt
Rent Facility Costs Event1$45,506RentFacilityCostsEvent1Amt
Food And Beverage Event1$17,544FoodAndBeverageEvent1Amt
Entertainment Event1$2,740EntertainmentEvent1Amt
Other Direct Expenses Event1$22,569OtherDirectExpensesEvent1Amt
Event2GOLF 4 KIDSEvent2Nm
Gross Receipts Event2$47,947GrossReceiptsEvent2Amt
Charitable Contri Event2$35,229CharitableContriEvent2Amt
Gross Revenue Event2$12,718GrossRevenueEvent2Amt
Rent Facility Costs Event2$2,902RentFacilityCostsEvent2Amt
Food And Beverage Event2$3,937FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$1,259OtherDirectExpensesEvent2Amt
Gross Receipts Total$247,009GrossReceiptsTotalAmt
Charitable Contributions Tot$110,409CharitableContributionsTotAmt
Gross Revenue Total Events$136,600GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$48,408RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$21,481FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,740EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$23,828OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$96,457DirectExpenseSummaryEventsAmt
Net Income Summary$40,143NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtRecipient EINRecipientEINAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
HIRAM JOHNSON HIGH SCHOOL
6879 14TH AVESACRAMENTOCA95820$10,000$0GENERAL SUPPORT
LUTHER BURBANK HIGH SCHOOL
3500 FLORIN ROADSACRAMENTOCA95823$14,500$0ORTHOPEDICALLY IMPAIRED CHILDREN941537649
RALPH RICHARDSON CENTER
4848 COTTAGE WAYCARMICHAELCA95608$14,500$0ORTHOPEDICALLY IMPAIRED CHILDREN946002533
ROTARY CLUB OF ST CATHARINES
$16,000$0Ready-to-use Therapeutic Food Prog271 RIDLEY ROADONTARIOCAL2S 0B3
SACRAMENTO CHILDRENS HOME
2750 SUTTERVILLE ROADSACRAMENTOCA95820$77,829$0GENERAL OPERATIONS941156588
THE ROTARY FOUNDATION OF ROTA
1560 SHERMAN AVENUEEVANSTONIL60201$19,000$0Uganda Project363245072
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient22RecipientCnt
Cash Grant$67,092CashGrantAmt
Valuation Method UsedCASH VALUEValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationGRANTS ARE AWARDED TO DESERVING LOCAL CHARITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bELECTRONIC COPY OF RETURNS ARE MADE AVAILABLE TO MANAGEMENT AND THE BOARD BEFORE FILING
Form 990, Part VI, Section B, Line 12cThe executive assistant monitors the program and obtains written disclosure statements from each member of the Board of Trustees and of the Board of Directors. If a conflict arose during the Trustee's term, he or she would recuse themselves from any action relative to the conflict. If it was an on-going conflict the Trustee would resign from the Board.
Form 990, Part VI, Section C, Line 19MUCH OF THE INFORMATION IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. ANY INFORMATION REQUIRED ON A NEED TO KNOW BASIS CAN BE OBTAINED BY WRITTEN REQUEST TO THE BOARD SECRETARY

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF SACRAMENTOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2528AddressLine1Txt
CityFAIR OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95628ZIPCd
FieldValueIRS element (for citing)
EIN940818257EIN
Primary ActivitiesPROVIDE CIVIC AND COMMUNITY SERVICESPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(4)ExemptCodeSectionTxt
Public Charity StatusN/APublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF SACRAMENTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypepTransactionTypeTxt
Involved$88,580InvolvedAmt
Method Of Amount DeterminationMOUMethodOfAmountDeterminationTxt