2023-08-15T16:31:59-05:00 2022-09-30 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2021-10-01 263279530 THE FOUNDATION FOR UCP OF GREATER SACRAMENTO FOUN 9165657700 4350 AUBURN BOULEVARD SACRAMENTO CA 95841 DOUGLAS E BERGMAN PRESIDENT/CEO 9165657700 2023-08-15 1 DOUGLAS BERGMAN 999009999 TRACY S PAGLIA P00366884 2099556100 2023-08-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DOUGLAS E BERGMAN 4350 AUBURN BOULEVARD SACRAMENTO CA 95841 478498 0 X WWW.UCPSACTO.ORG X 2008 CA THE FOUNDATION FOR UCP OF GREATER SACRAMENTO EXISTS TO ASSIST IN THE LONG-TERM FINANCIAL STABILITY TO UCP OF GREATER SACRAMENTO, SO THAT IT CAN CONSISTENTLY DELIVER ON ITS PROMISE OF EMPOWERING CLIENTS TO ACHIEVE A LIFE WITHOUT LIMITATIONS. 11 11 1 11 0 0 138770 242254 111923 113602 231626 84642 101898 -59320 584217 381178 0 0 0 0 118117 124362 0 0 0 55728 60298 173845 184660 410372 196518 4248651 3940432 6409 15249 4242242 3925183 X TO SUPPORT, BENEFIT AND CARRY OUT THE PURPOSES OF ORGANIZATIONS WHOSE CHARITABLE AND EDUCATIONAL ACTIVITIES ADVANCE THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH DISABILITIES AND IMPROVE THE QUALITY OF LIFE OF PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. 0 0 124362 THE FOUNDATION'S MISSION IS TO ASSIST FINANCES TO HELP UCP OF SACRAMENTO AND NORTHERN CALIFORNIA ACCOMPLISH ITS MISSION TO ENSURE CHILDREN WITH DEVELOPMENTAL DISABILITIES CAN LIVE THEIR LIVES WITHOUT LIMITS. THE HUMANITARIAN DINNER IS THE FOUNDATION'S PRIMARY FUNDRAISING PROGRAM WITH A DINNER AND AUCTION PROGRAM HONORING A LEADING BUSINESS AND COMMUNITY LEADER IN THE SACRAMENTO AREA WHO HAS DEMONSTRATED EXCELLENT BUSINESS SKILLS AND COMMUNITY GENEROSITY. 26902 113602 RENTAL OF PROPERTY TO AFFILIATED ORGANIZATIONS. 151264 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X DOUGLAS E BERGMAN 9165657700 4350 AUBURN BLVD SACRAMENTO CA 95841 BRAD BARNETT CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 JANET CHEDIAK SECRETARY 2.00 X X 0 0 0 HAROLD ASHE TRUSTEE 1.00 X 0 0 0 TODD BOLLENBACH TRUSTEE (THRU 12/21) 1.00 X 0 0 0 LARRY CHILLEMI TRUSTEE 1.00 X 0 0 0 KHALID ELIAS TRUSTEE 1.00 X 0 0 0 RICK FERGERSON TRUSTEE 1.00 X 0 0 0 JOHN FRISCH TRUSTEE 1.00 X 0 0 0 CASEY LAYTON TRUSTEE 1.00 X 0 0 0 CHRISTOPHER LERMA TRUSTEE 1.00 X 0 0 0 KIMBERLY PRUETT TRUSTEE 1.00 X 0 0 0 LEONARD SIMPSON TRUSTEE 1.00 X 0 0 0 DOUG BERGMAN PRESIDENT/CEO 10.00 X 110407 0 0 KYLE SMITH CHIEF FINANCIAL OFFICER 2.50 X 0 0 0 110407 0 0 1 0 0 0 0 238628 3626 7772 242254 RENTAL TO AFFILIATES 900099 113602 113602 113602 84642 84642 38000 238628 97320 -59320 -59320 381178 113602 0 25322 115000 115000 9362 9362 3975 3975 24557 24557 3096 3096 1089 1089 25681 25681 1221 1221 FOREIGN TAXES PAID 679 679 184660 151264 33396 0 85344 254033 5936 9880 1124422 336000 814103 788422 3343268 2888097 4248651 3940432 5409 15249 1000 0 6409 15249 X 0 0 0 0 4242242 3925183 4242242 3925183 4248651 3940432 196518 -514577 1000 0 X 0 0 0 X 86168 271408 5313 138770 242254 743913 86168 271408 5313 138770 242254 743913 63547 680366 94856 81029 69852 84642 330379 41 41 1074333 836952 0.63330 0.60330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 41. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122861 122861 1001561 336000 665561 788422 TRIBUTE 276628 238628 38000 81727 15593 276628 238628 38000 81727 15593 97320 -59320 FORM 990, PART VI, SECTION B, LINE 11B THE CFO COMPILES DATA TO COMPLETE THE 990S INCLUDING ASSISTANCE FROM THE ACCOUNTING STAFF AND MARKETING AND DEVELOPMENT STAFF. THE CFO AND CEO THEN REVIEW THE DRAFT DOCUMENTATION FOR ACCURACY PRIOR TO COMPLETION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUIRES EACH MEMBER TO SIGN A NEW CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES IS REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE BEFORE APPROVAL. SALARY SURVEYS ARE PROVIDED TO THE EXECUTIVE COMPENSATION COMMITTEE FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.