FURP.ORG / PUBLIC DATA EXPLORER

ROTARY CLUB OF SACRAMENTO FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF SACRAMENTO FOUNDATION (EIN 23-7117223)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-10-18
IRS object ID
202242919349301054
Schema version
2021v4.0
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)
Return2022-10-18T09:38:44-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320343346PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRITZSCHE ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11511 CORPORATE WAY STE 220AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95831ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

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)
PersonSTEPHEN JOHANSONPersonNm
Person TitlePresidentPersonTitleTxt
Signature2022-10-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHENPersonFirstNm
Person LastJOHANSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$932,788GrossReceiptsAmt
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 Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers120TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$208,643PYContributionsGrantsAmt
CY Contributions Grants$214,974CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$178,502PYInvestmentIncomeAmt
CY Investment Income$171,631CYInvestmentIncomeAmt
PY Other Revenue$62,718PYOtherRevenueAmt
CY Other Revenue$25,585CYOtherRevenueAmt
PY Total Revenue$449,863PYTotalRevenueAmt
CY Total Revenue$412,190CYTotalRevenueAmt
PY Grants And Similar Paid$197,349PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$173,596CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$39,694CYTotalFundraisingExpenseAmt
PY Other Expenses$245,589PYOtherExpensesAmt
CY Other Expenses$166,037CYOtherExpensesAmt
PY Total Expenses$442,938PYTotalExpensesAmt
CY Total Expenses$339,633CYTotalExpensesAmt
PY Revenues Less Expenses$6,925PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$72,557CYRevenuesLessExpensesAmt
Total Assets BOY$4,132,347TotalAssetsBOYAmt
Total Assets EOY$3,361,778TotalAssetsEOYAmt
Total Liabilities BOY$92,832TotalLiabilitiesBOYAmt
Total Liabilities EOY$99,681TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,039,515NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,262,097NetAssetsOrFundBalancesEOYAmt
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$215,856ExpenseAmt
Grant$173,596GrantAmt
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$215,856TotalProgramServiceExpensesAmt
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 LiabilitiesfalseReportOtherLiabilitiesInd
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 Member11IndependentVotingMemberCnt
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 (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BOB DALY
President5.000.00Yes (X)Yes (X)$0$0$0
MIKE GILLIGAN
Treasurer3.000.00Yes (X)Yes (X)$0$0$0
JAMIE FURLONG
Secretary3.000.00Yes (X)Yes (X)$0$0$0
SARAH HODGE
Trustee1.000.00Yes (X)$0$0$0
APRIL JAVIST
Trustee1.000.00Yes (X)$0$0$0
VIRGINIA WADE
Trustee1.000.00Yes (X)$0$0$0
STEPHEN JOHANSON
Trustee1.000.00Yes (X)$0$0$0
LEV KAGANOVICH
Trustee1.000.00Yes (X)$0$0$0
LARRY GILZEAN
Trustee1.000.00Yes (X)$0$0$0
TED WHITE
Trustee1.000.00Yes (X)$0$0$0
ROY ALEXANDER
Trustee1.000.00Yes (X)$0$0$0
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$111,373FundraisingAmt
All Other Contributions$103,601AllOtherContributionsAmt
Total Contributions$214,974TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$122,550TotalRevenueColumnAmt
Exclusion$122,550ExclusionAmt

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$508,389SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$459,308SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$49,081SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,081TotalRevenueColumnAmt
Exclusion$49,081ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$86,875FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$111,373ContriRptFundraisingEventAmt
Fundraising Direct Expenses$61,290FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,585TotalRevenueColumnAmt
Exclusion$25,585ExclusionAmt

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$412,190TotalRevenueColumnAmt
Exclusion$197,216ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$129,013TotalAmt
Program Services$129,013ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$44,583TotalAmt
Program Services$44,583ProgramServicesAmt

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$26,960TotalAmt
Management And General$26,960ManagementAndGeneralAmt

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$21,025TotalAmt
Fundraising$21,025FundraisingAmt

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$0TotalAmt

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)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
ADMINISTRATIVE FEES$68,500$50,000$18,500
OTHER PROJECTS$34,185$34,185
MISCELLANEOUS$9,357$1,287$8,070
BANK FEES$2,767$2,593$169$5

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,243TotalAmt
Management And General$3,243ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$339,633TotalAmt
Program Services$215,856ProgramServicesAmt
Management And General$84,083ManagementAndGeneralAmt
Fundraising$39,694FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$81,267BOYAmt
EOY$74,071EOYAmt

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$15,470BOYAmt
EOY$5,331EOYAmt

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$14,301BOYAmt
EOY$34,683EOYAmt
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)
BOY$271BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,021,038BOYAmt
EOY$3,247,693EOYAmt

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$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,132,347BOYAmt
EOY$3,361,778EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$82,209BOYAmt
EOY$92,637EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$10,623BOYAmt
EOY$7,044EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$92,832BOYAmt
EOY$99,681EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,886,166BOYAmt
EOY$2,363,867EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,153,349BOYAmt
EOY$898,230EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,039,515BOYAmt
EOY$3,262,097EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,132,347BOYAmt
EOY$3,361,778EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$72,557ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$850,375NetUnrlzdGainsLossesInvstAmt
Investment Expense-$19,600InvestmentExpenseAmt
Other Changes In Net Assets$20,000OtherChangesInNetAssetsAmt
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 ListedYes (true)GoverningDocumentListedInd
Support$68,500SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$68,500SupportSumAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,342,446BeginningYearBalanceAmt
Contributions$73,284ContributionsAmt
Investment Earnings Or Losses$170,278InvestmentEarningsOrLossesAmt
Grants Or Scholarships$54,550GrantsOrScholarshipsAmt
Administrative Expenses$101,630AdministrativeExpensesAmt
End Year Balance$2,429,828EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.78120BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.15250PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.06630TermEndowmentBalanceEOYPct
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
FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$457,785TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$850,375NetUnrealizedGainsInvstAmt
Revenue Not Reported-$850,375RevenueNotReportedAmt
Revenue Subtotal$392,590RevenueSubtotalAmt
Investment Expenses Not Incld$19,600InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$19,600RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$412,190TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$339,633TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$339,633ExpensesSubtotalAmt
Total Expenses Per Form990$339,633TotalExpensesPerForm990Amt

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$160,934GrossReceiptsEvent1Amt
Charitable Contri Event1$89,450CharitableContriEvent1Amt
Gross Revenue Event1$71,484GrossRevenueEvent1Amt
Rent Facility Costs Event1$21,018RentFacilityCostsEvent1Amt
Food And Beverage Event1$13,794FoodAndBeverageEvent1Amt
Entertainment Event1$2,890EntertainmentEvent1Amt
Other Direct Expenses Event1$17,732OtherDirectExpensesEvent1Amt
Event2GOLF 4 KIDSEvent2Nm
Gross Receipts Event2$37,314GrossReceiptsEvent2Amt
Charitable Contri Event2$21,923CharitableContriEvent2Amt
Gross Revenue Event2$15,391GrossRevenueEvent2Amt
Non Cash Prizes Event2$70NonCashPrizesEvent2Amt
Rent Facility Costs Event2$2,136RentFacilityCostsEvent2Amt
Food And Beverage Event2$2,760FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$890OtherDirectExpensesEvent2Amt
Gross Receipts Total$198,248GrossReceiptsTotalAmt
Charitable Contributions Tot$111,373CharitableContributionsTotAmt
Gross Revenue Total Events$86,875GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$70NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$23,154RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$16,554FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,890EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$18,622OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$61,290DirectExpenseSummaryEventsAmt
Net Income Summary$25,585NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
LUTHER BURBANK HIGH SCHOOL
3500 FLORIN ROADSACRAMENTOCA95823941537649N/A$15,500$0ORTHOPEDICALLY IMPAIRED CHILDREN
RALPH RICHARDSON CENTER
4848 COTTAGE WAYCARMICHAELCA95608946002533501(C)(3)$14,087$0ORTHOPEDICALLY IMPAIRED CHILDREN
SAC STATE TRANSITION
6879 14THE AVESACRAMENTOCA95820946002491N/A$10,050$0PREPARE KIDS FOR COLLEGE
SACRAMENTO CHILDRENS HOME
2750 SUTTERVILLE ROADSACRAMENTOCA95820941156588501(C)(3)$65,476$0GENERAL OPERATIONS
YMCA
2021 W STREETSACRAMENTOCA95818941156634501(C)(3)$6,900$0REPAIR/REPAINT GYMNASIUM
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient19RecipientCnt
Cash Grant$44,583CashGrantAmt
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 (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessELECTRONIC COPY OF RETURNS ARE MADE AVAILABLE TO MANAGEMENT AND THE BOARD BEFORE FILING
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsThe 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, Line 19: Other Organization Documents Publicly AvailableMUCH 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
Other Changes In Net Assets Or Fund Balances - Other IncreasesRETURN OF CONTRIBUTED FUNDS PREVIOUSLY INCLUDED IN EXPENSE = $20000

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$68,500InvolvedAmt
Method Of Amount DeterminationMOUMethodOfAmountDeterminationTxt