WEST SACRAMENTO ROTARY FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WEST SACRAMENTO ROTARY FOUNDATION (EIN 68-0413711)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-20
IRS object ID
202443259349301209
Schema version
2023v5.0
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)
Return2024-11-20T14:58:08-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680204223PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ULLRICH DELEVATI CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1433 2ND ST STE 106AddressLine1Txt
CityWOODLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP956954065ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680413711EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEST SACRAMENTO ROTARY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone9163710297PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1837 JEFFERSON BOULEVARDAddressLine1Txt
CityWEST SACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95691ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES G ENGSTROMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9163718821PhoneNum
Signature2024-11-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES G ENGSTROM CPAPreparerPersonNm
PTINP00443858PTIN
Phone5306666671PhoneNum
Preparation2024-11-20PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES G ENGSTROMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1837 JEFFERSON BOULEVARDAddressLine1Txt
CityWEST SACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95691ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,523GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNOT APPLICABLEWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE SCHOLARSHIPS AND OTHER SUPPORT TO INDIVIDUALS IN THE WEST SACRAMENTO COMMUNITIESActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$40,521PYContributionsGrantsAmt
CY Contributions Grants$19,507CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$27PYInvestmentIncomeAmt
CY Investment Income$16CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$40,548PYTotalRevenueAmt
CY Total Revenue$19,523CYTotalRevenueAmt
PY Grants And Similar Paid$50,501PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$44,500CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$50PYOtherExpensesAmt
CY Other Expenses$25CYOtherExpensesAmt
PY Total Expenses$50,551PYTotalExpensesAmt
CY Total Expenses$44,525CYTotalExpensesAmt
PY Revenues Less Expenses-$10,003PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$25,002CYRevenuesLessExpensesAmt
Total Assets BOY$1,111,611TotalAssetsBOYAmt
Total Assets EOY$1,222,451TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,111,611NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,222,451NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE SUPPORT TO INDIVIDUALS IN THE WEST SACRAMENTO COMMUNITYMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$44,500ExpenseAmt
Grant$44,500GrantAmt
DescSCHOLARSHIPS WERE ISSUED TO HIGH SCHOOL STUDENTS IN THE WEST SACRAMENTO COMMUNITY DURING THE FISCAL YEAR BEGINNING JULY 1, 2023 AND ENDING JUNE 30,2024. TOTAL SCHOLARSHIPS ISSUED DURING THIS PERIOD WAS 44,500.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$25ExpenseAmt
DescSCHOLARSHIP GRANTSDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$25TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$44,525TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
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 EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
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 Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
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)
PersonJAMES G ENGSTROMPersonNm
Phone9163710297PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1837 JEFFERSON BOULEVARDAddressLine1Txt
CityWEST SACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95691ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMES G ENGSTROM
PRESIDENTYes (X)Yes (X)$0$0$0
MARK ENGSTROM
VICE PRESIDEYes (X)Yes (X)$0$0$0
TIM KWONG
TREASURERYes (X)Yes (X)$0$0$0
JEFF POST
DIRECTORYes (X)$0$0$0
DAN RAMOS
DIRECTORYes (X)$0$0$0
KEN WILSON
DIRECTORYes (X)$0$0$0
BILL BEVIER
DIRECTORYes (X)$0$0$0
MIKE CAMPBELL
DIRECTORYes (X)$0$0$0
PETER ANDERSON
DIRECTORYes (X)$0$0$0
JOHN RANEY
DIRECTORYes (X)$0$0$0
DAVE KAMMINGA
DIRECTORYes (X)$0$0$0
TROY BIRD
DIRECTORYes (X)$0$0$0
JACLYN POWELL
DIRECTORYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$19,507AllOtherContributionsAmt
Total Contributions$19,507TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16TotalRevenueColumnAmt
Related Or Exempt Func Income$16RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,523TotalRevenueColumnAmt
Related Or Exempt Func Income$16RelatedOrExemptFuncIncomeAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$44,500TotalAmt
Program Services$44,500ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Total$25TotalAmt
Program Services$25ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$44,525TotalAmt
Program Services$44,525ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$63,674BOYAmt
EOY$35,259EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,047,937BOYAmt
EOY$1,187,192EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,111,611BOYAmt
EOY$1,222,451EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,111,611BOYAmt
EOY$1,222,451EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,111,611BOYAmt
EOY$1,222,451EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,111,611BOYAmt
EOY$1,222,451EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$25,002ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$135,842NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,324CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,719CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,462CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,521CurrentTaxYearMinus1YearAmt
Current Tax Year$19,507CurrentTaxYearAmt
Total$184,533TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,324CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,719CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,462CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,521CurrentTaxYearMinus1YearAmt
Current Tax Year$19,507CurrentTaxYearAmt
Total$184,533TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$41,344SubstantialContributorsTotAmt
Public Support Total170$143,189PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,896CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27CurrentTaxYearMinus1YearAmt
Current Tax Year$16CurrentTaxYearAmt
Total$2,986TotalAmt
FieldValueIRS element (for citing)
Total Support$187,519TotalSupportAmt
Gross Receipts Rltd Activities$67GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76360PublicSupportCY170Pct
Public Support PY1700.67250PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient18RecipientCnt
Cash Grant$44,500CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990PART VI - SECTION B LINE 11A WEST SACRAMENTO ROTARY FOUNDATION TAX RETURN IS PUBLISHED BY THE CALIFORNIA SECRETARY OF STATE ON ITS WEBSITE. FORM 990, WITH ATTACHMENTS, IS ALSO CIRCULATED TO THE BOARD MEMBERS, OR INTERESTED PARTIE BY NOTIFYING: JAMES G. ENGSTROM - PRESIDENT OF WS ROTARY FOUNDATION 837 JEFFERSON BOULEVARD WEST SACRAMENTO, CALIFORNIA 95691
FORM 990, PAGE 2, PART III, LINE 4DSCHOLARSHIP GRANTS
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC

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