FURP.ORG / PUBLIC DATA EXPLORER

ROTARY CLUB OF SACRAMENTO FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF SACRAMENTO FOUNDATION (EIN 23-7117223)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-02-11
IRS object ID
201700429349300530
Schema version
2015v3.0
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)
Return2017-02-11T13:37:54-08:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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
ZIP958313890ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

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 Line11451 RIVER PARK DRIVEAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95815ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM LEETPersonNm
Person TitlePresidentPersonTitleTxt
Signature2017-02-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES H FRITZSCHE CPAPreparerPersonNm
PTINP00423351PTIN
Phone9164222111PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJIM LEETPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11451 RIVER PARK DRIVE 120AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95815ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$912,504GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
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 Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers120TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$135,058PYContributionsGrantsAmt
CY Contributions Grants$85,084CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$147,826PYInvestmentIncomeAmt
CY Investment Income$155,991CYInvestmentIncomeAmt
PY Other Revenue$54,027PYOtherRevenueAmt
CY Other Revenue$261,138CYOtherRevenueAmt
PY Total Revenue$336,911PYTotalRevenueAmt
CY Total Revenue$502,213CYTotalRevenueAmt
PY Grants And Similar Paid$170,561PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$195,219CYGrantsAndSimilarPaidAmt
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$174,479PYOtherExpensesAmt
CY Other Expenses$237,182CYOtherExpensesAmt
PY Total Expenses$345,040PYTotalExpensesAmt
CY Total Expenses$432,401CYTotalExpensesAmt
PY Revenues Less Expenses-$8,129PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$69,812CYRevenuesLessExpensesAmt
Total Assets BOY$3,081,778TotalAssetsBOYAmt
Total Assets EOY$3,022,446TotalAssetsEOYAmt
Total Liabilities BOY$60,322TotalLiabilitiesBOYAmt
Total Liabilities EOY$104,408TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,021,456NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,918,038NetAssetsOrFundBalancesEOYAmt
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$361,386ExpenseAmt
Grant$195,219GrantAmt
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, Highlands Academy of Arts & Design, Fern Bacon Middle School, Ralph Richardson Center, Luther Burbank High School, Clean Water Projects, Van for Australia, Scholarships for at-risk students mentored by Rotarians, emergency shelter and supplies for the homeless in disaster situations, Rotaplast mission, Dictionaries for 3rd grade students, Scholarships for students to C.K. McClatchy, Sacramento, Jesuit, Christian Brothers and Rio Americano High Schools." Specific contributions are listed in Part IV Item 1.Desc
Total Program Service Expenses$361,386TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
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 StmtYes (true)ConsolidatedAuditFinclStmtInd
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
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
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
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonACCOUNTANTPersonNm
Phone9169292992PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11451 RIVER PARK DRIVE SUITE 120AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95815ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DOUG CRUMLEY
President5.000.00Yes (X)Yes (X)$0$0$0
JIM LEET
Vice President3.000.00Yes (X)Yes (X)$0$0$0
LEESA FONS
Treasurer3.000.00Yes (X)Yes (X)$0$0$0
LATOYA WONG
Secretary5.0035.00Yes (X)Yes (X)$0$1,046$76
HEIDI HERSHENHOUSE
Trustee1.000.00Yes (X)Yes (X)$0$0$0
STEPHEN HEATH
Trustee1.000.00Yes (X)$0$0$0
DAVE MCKIE
Trustee1.000.00Yes (X)$0$0$0
DENNIS SMITH
Trustee1.000.00Yes (X)$0$0$0
SHIRLEE TULLY
Trustee1.000.00Yes (X)$0$0$0
KELLEY MORAN
Trustee1.000.00Yes (X)$0$0$0
HAL BARTHOLOMEW
Trustee1.000.00Yes (X)$0$0$0
LARRY GILZEAN
Trustee1.000.00Yes (X)$0$0$0
BRAD TOWNE
Trustee1.000.00Yes (X)$0$0$0
SHELLEY MATHEWS
FORMER SEC5.0035.00Yes (X)Yes (X)$0$27,475$1,046
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$28,521TotReportableCompRltdOrgAmt
Total Other Compensation$1,122TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$85,084AllOtherContributionsAmt
Total Contributions$85,084TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$171,305TotalRevenueColumnAmt
Exclusion$171,305ExclusionAmt

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$164,525SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$179,839SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$15,314SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$15,314TotalRevenueColumnAmt
Exclusion-$15,314ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$491,590FundraisingGrossIncomeAmt
Fundraising Direct Expenses$230,452FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$261,138TotalRevenueColumnAmt
Exclusion$261,138ExclusionAmt

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$502,213TotalRevenueColumnAmt
Exclusion$417,129ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$162,250TotalAmt
Program Services$162,250ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$32,969TotalAmt
Program Services$32,969ProgramServicesAmt

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$21,079TotalAmt
Management And General$21,079ManagementAndGeneralAmt

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$14,289TotalAmt
Program Services$4,959ProgramServicesAmt
Management And General$9,330ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$51,257TotalAmt
Program Services$51,257ProgramServicesAmt

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)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ADMINISTRATIVE FEES$64,000$43,607$20,393
MISCELLANEOUS$26,237$23,657$2,580
WORLD COMMUNITY SERVICE$17,150$17,150
OTHER PROJECTS$15,635$9,824$5,811

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$27,535TotalAmt
Program Services$15,713ProgramServicesAmt
Management And General$11,822ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$432,401TotalAmt
Program Services$361,386ProgramServicesAmt
Management And General$71,015ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$94,186BOYAmt
EOY$51,199EOYAmt

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$16,748BOYAmt
EOY$38,425EOYAmt

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$11,302BOYAmt
EOY$12,299EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,630LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$194LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$1,436EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,959,542BOYAmt
EOY$2,919,087EOYAmt

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$3,081,778BOYAmt
EOY$3,022,446EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$44,882BOYAmt
EOY$65,593EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$29,189EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$15,440BOYAmt
EOY$9,626EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$60,322BOYAmt
EOY$104,408EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,216,485BOYAmt
EOY$2,150,832EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$456,461BOYAmt
EOY$418,596EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$348,510BOYAmt
EOY$348,610EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,021,456BOYAmt
EOY$2,918,038EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,081,778BOYAmt
EOY$3,022,446EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$69,812ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$173,230NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
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 Type9OrganizationTypeCd
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 OrgYes (true)SupportNonSupportedOrgInd
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 (3 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 a combined audit with the supported organization 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.
Part IV, Section A, Line 6: Description Of Grants Or Provided Benefits To Others$ 50,000 to Alpha K9$ 27,119 to Team Red White and Blue Inc$ 11,173 to Ralph Richardson Center$ 3,250 to Fern Bacon Basic Middle School$ 11,000 to Luther Burbank High School$ 10,519 to Bowling Green Charter Complex$ 4,000 to Sacramento Public Library Foundation$ 4,000 to River City Food Bank$ 5,000 to Safety Center$ 7,000 to YMCA$ 32,969 in scholarships to various area high school students

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$2,289,436BeginningYearBalanceAmt
Contributions$75,777ContributionsAmt
Investment Earnings Or Losses-$16,947InvestmentEarningsOrLossesAmt
Grants Or Scholarships$62,969GrantsOrScholarshipsAmt
Administrative Expenses$114,424AdministrativeExpensesAmt
End Year Balance$2,170,873EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,416,807BeginningYearBalanceAmt
Contributions$58,636ContributionsAmt
Investment Earnings Or Losses$13,774InvestmentEarningsOrLossesAmt
Grants Or Scholarships$49,873GrantsOrScholarshipsAmt
Administrative Expenses$149,908AdministrativeExpensesAmt
End Year Balance$2,289,436EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,182,665BeginningYearBalanceAmt
Contributions$58,668ContributionsAmt
Investment Earnings Or Losses$376,619InvestmentEarningsOrLossesAmt
Grants Or Scholarships$62,032GrantsOrScholarshipsAmt
Administrative Expenses$139,113AdministrativeExpensesAmt
End Year Balance$2,416,807EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,073,848BeginningYearBalanceAmt
Contributions$60,869ContributionsAmt
Investment Earnings Or Losses$244,205InvestmentEarningsOrLossesAmt
Grants Or Scholarships$57,822GrantsOrScholarshipsAmt
Administrative Expenses$138,435AdministrativeExpensesAmt
End Year Balance$2,182,665EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,056,381BeginningYearBalanceAmt
Contributions$115,754ContributionsAmt
Investment Earnings Or Losses-$25,313InvestmentEarningsOrLossesAmt
Grants Or Scholarships$52,105GrantsOrScholarshipsAmt
Administrative Expenses$20,869AdministrativeExpensesAmt
End Year Balance$2,073,848EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.81570BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.16060PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02370TermEndowmentBalanceEOYPct
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$194DepreciationAmt
Book Value$1,436BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,436TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$328,983TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$173,230NetUnrealizedGainsInvstAmt
Revenue Not Reported-$173,230RevenueNotReportedAmt
Revenue Subtotal$502,213RevenueSubtotalAmt
Total Revenue Per Form990$502,213TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$432,401TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$432,401ExpensesSubtotalAmt
Total Expenses Per Form990$432,401TotalExpensesPerForm990Amt

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 FootnoteManagement of the Foundation has evaluated their tax positions and related income tax contingencies. Management does not believe that any material uncertain tax positions exist.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PONY EXPRESSEvent1Nm
Gross Receipts Event1$291,267GrossReceiptsEvent1Amt
Gross Revenue Event1$291,267GrossRevenueEvent1Amt
Other Direct Expenses Event1$147,520OtherDirectExpensesEvent1Amt
Event2SAC CENTURYEvent2Nm
Gross Receipts Event2$142,553GrossReceiptsEvent2Amt
Gross Revenue Event2$142,553GrossRevenueEvent2Amt
Food And Beverage Event2$23,942FoodAndBeverageEvent2Amt
Entertainment Event2$10,925EntertainmentEvent2Amt
Other Direct Expenses Event2$34,466OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$57,770GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$57,770GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$8,640RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$4,030FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$929OthDirectExpnssOtherEventsAmt
Gross Receipts Total$491,590GrossReceiptsTotalAmt
Gross Revenue Total Events$491,590GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$8,640RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$27,972FoodAndBeverageTotalEventsAmt
Entertainment Total Events$10,925EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$182,915OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$230,452DirectExpenseSummaryEventsAmt
Net Income Summary$261,138NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ALPHA K9
7500 14TH AVENUE 22SACRAMENTOCA95820461388519501(C)(3)$50,000$0GENERAL ASSISTANCE
BOWLING GREEN CHARTER COMPLEX
4211 TURNBRIDGE DRIVESACRAMENTOCA95823941537649N/A$10,519$0ORTHOPEDICALLY IMPAIRED CHILDREN
LUTHER BURBANK HIGH SCHOOL
3500 FLORIN ROADSACRAMENTOCA95823941537649N/A$11,000$0ORTHOPEDICALLY IMPAIRED CHILDREN
RALPH RICHARDSON CENTER
4848 COTTAGE WAYCARMICHAELCA95608946002533N/A$11,173$0ORTHOPEDICALLY IMPAIRED CHILDREN
TEAM RED WHITE AND BLUE INC
1110 W PLATT STREETTAMBAFL33606272196347501(C)(3)$27,119$0GENERAL ASSISTANCE
YMCA
2021 W STREETSACRAMENTOCA95818941156634501(C)(3)$7,000$0REPAIR/REPAINT GYMNASIUM
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient14RecipientCnt
Cash Grant$32,969CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 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

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 Line11451 RIVER PARK DRIVE 120AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95815ZIPCd
FieldValueIRS element (for citing)
EIN940818257EIN
Primary ActivitiesPROVIDE CIVIC AND COMMUNITY SERVICESPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(4)ExemptCodeSectionTxt
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 OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
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$64,000InvolvedAmt
Method Of Amount DeterminationMOUMethodOfAmountDeterminationTxt