FURP.ORG / PUBLIC DATA EXPLORER

ROTARY CLUB OF SACRAMENTO FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF SACRAMENTO FOUNDATION (EIN 23-7117223)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-02-10
IRS object ID
202540419349300849
Schema version
2023v6.0
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)
Return2025-02-10T13:03:00-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464016990PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE PUN GROUP LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 E SANDPOINTE AVENUE SUITE 600AddressLine1Txt
CitySANTA ANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92707ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

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)
PersonLAWRENCE GILZEANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9169292992PhoneNum
Signature2025-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES H FRITZSCHE CPAPreparerPersonNm
PTINP00423351PTIN
Phone9497778800PhoneNum
Preparation2025-02-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLAWRENCE GILZEANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2528AddressLine1Txt
CityFAIR OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95628ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$721,601GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
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 COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers120TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$326,725PYContributionsGrantsAmt
CY Contributions Grants$293,787CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$26,542PYInvestmentIncomeAmt
CY Investment Income$108,345CYInvestmentIncomeAmt
PY Other Revenue$40,143PYOtherRevenueAmt
CY Other Revenue$43,115CYOtherRevenueAmt
PY Total Revenue$393,410PYTotalRevenueAmt
CY Total Revenue$445,247CYTotalRevenueAmt
PY Grants And Similar Paid$278,049PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$557,345CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$49,930CYTotalFundraisingExpenseAmt
PY Other Expenses$155,726PYOtherExpensesAmt
CY Other Expenses$145,217CYOtherExpensesAmt
PY Total Expenses$433,775PYTotalExpensesAmt
CY Total Expenses$702,562CYTotalExpensesAmt
PY Revenues Less Expenses-$40,365PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$257,315CYRevenuesLessExpensesAmt
Total Assets BOY$3,571,131TotalAssetsBOYAmt
Total Assets EOY$3,561,923TotalAssetsEOYAmt
Total Liabilities BOY$120,399TotalLiabilitiesBOYAmt
Total Liabilities EOY$140,756TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,450,732NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,421,167NetAssetsOrFundBalancesEOYAmt
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 COMMUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$575,549ExpenseAmt
Grant$557,345GrantAmt
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$575,549TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACCOUNTANTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9169292992PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtInstitutional TrusteeInstitutionalTrusteeInd
GARY BAZLEN
VICE PRESIDENT0.00Yes (X)Yes (X)$0$0$0
LAWRENCE GILZEAN
PRESIDENT1.00Yes (X)$0$0$0
SARAH HODGE
TRUSTEE1.00Yes (X)$0$0$0
APRIL JAVIST
TREASURER1.00Yes (X)Yes (X)$0$0$0
VIRGINIA WADE
SECRETARY3.00Yes (X)Yes (X)$0$0$0
STEPHEN JOHANSON
TRUSTEE1.00Yes (X)$0$0$0
LEV KAGANOVICH
TRUSTEE1.00Yes (X)$0$0$0
ED WRIGHT
TRUSTEE1.00Yes (X)$0$0$0
SURENDER SINGAL
TRUSTEE1.00Yes (X)$0$0$0
ROY ALEXANDER
TRUSTEE1.00Yes (X)Yes (X)$0$0$0
MATT PAGE
TRUSTEE1.00Yes (X)$0$0$0
BOBBY REED
PRESIDENT-ELECT1.00Yes (X)$0$0$0
TODD KOOLALIAN
EX-OFFICIO0.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$98,694FundraisingAmt
All Other Contributions$195,093AllOtherContributionsAmt
Total Contributions$293,787TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$77,691TotalRevenueColumnAmt
Exclusion$77,691ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$216,804SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$186,150SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$30,654SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,654TotalRevenueColumnAmt
Exclusion$30,654ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$133,319FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$98,694ContriRptFundraisingEventAmt
Fundraising Direct Expenses$90,204FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,115TotalRevenueColumnAmt
Exclusion$43,115ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$445,247TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$151,460ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$509,162TotalAmt
Program Services$509,162ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$48,183TotalAmt
Program Services$48,183ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,220TotalAmt
Management And General$30,220ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$31,126TotalAmt
Fundraising$31,126FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,292TotalAmt
Management And General$5,292ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ADMINISTRATIVE FEES$71,673$17,910$35,263$18,500
BANK FEES$3,116$2,812$304
MISCELLANEOUS$1,800$294$1,506
OTHER EXPENSES$1,351$1,351

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$639TotalAmt
Management And General$639ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$702,562TotalAmt
Program Services$575,549ProgramServicesAmt
Management And General$77,083ManagementAndGeneralAmt
Fundraising$49,930FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$270,131BOYAmt
EOY$115,090EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,942BOYAmt
EOY$18,215EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$30,435BOYAmt
EOY$22,237EOYAmt
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$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,251,623BOYAmt
EOY$3,406,381EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,000BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,571,131BOYAmt
EOY$3,561,923EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$104,795BOYAmt
EOY$129,001EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,604BOYAmt
EOY$11,755EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,000BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$120,399BOYAmt
EOY$140,756EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,408,272BOYAmt
EOY$2,509,432EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,042,460BOYAmt
EOY$911,735EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,450,732BOYAmt
EOY$3,421,167EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,571,131BOYAmt
EOY$3,561,923EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$257,315ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$244,442NetUnrlzdGainsLossesInvstAmt
Investment Expense-$16,692InvestmentExpenseAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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 Listed0GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (1)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (1)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (1)SuprtExclusivelySec170c2BInd
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 3B - DESCRIPTION OF WHEN AND HOW ORGANIZATION MADETHE 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 INTHE ROTARY CLUB OF SACRAMENTO FOUNDATION HAS AN AUDIT FOR EACH FISCAL YEAR. THE BOARD OF TRUSTEES OF THE ROTARY CLUB OF SACRAMENTO FOUNDATION AND THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION REVIEW THE RESULTS OF THE AUDIT TOGETHER.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,484,612BeginningYearBalanceAmt
Contributions$55,450ContributionsAmt
Investment Earnings Or Losses$274,169InvestmentEarningsOrLossesAmt
Grants Or Scholarships$48,183GrantsOrScholarshipsAmt
Administrative Expenses$152,005AdministrativeExpensesAmt
End Year Balance$2,614,043EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY0.79000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.15000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.06000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,630OtherCostOrOtherBasisAmt
Depreciation$1,630DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$672,997TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$244,442NetUnrealizedGainsInvstAmt
Revenue Not Reported$244,442RevenueNotReportedAmt
Revenue Subtotal$428,555RevenueSubtotalAmt
Investment Expenses Not Incld$16,689InvestmentExpensesNotIncldAmt
Other Revenues Not Included$3OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$16,692RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$445,247TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$702,562TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$702,562ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$702,562TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS.
PART X, LINE 2:WE 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.
PART XI, LINE 4B - OTHER ADJUSTMENTS:ROUNDING ADJUSTMENT

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BIKE FESTIVALEvent1Nm
Gross Receipts Event1$177,434GrossReceiptsEvent1Amt
Charitable Contri Event1$54,770CharitableContriEvent1Amt
Gross Revenue Event1$122,664GrossRevenueEvent1Amt
Rent Facility Costs Event1$41,702RentFacilityCostsEvent1Amt
Food And Beverage Event1$18,972FoodAndBeverageEvent1Amt
Entertainment Event1$2,915EntertainmentEvent1Amt
Other Direct Expenses Event1$19,260OtherDirectExpensesEvent1Amt
Event2GOLF 4 KIDSEvent2Nm
Gross Receipts Event2$54,579GrossReceiptsEvent2Amt
Charitable Contri Event2$43,924CharitableContriEvent2Amt
Gross Revenue Event2$10,655GrossRevenueEvent2Amt
Rent Facility Costs Event2$3,492RentFacilityCostsEvent2Amt
Food And Beverage Event2$3,670FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$193OtherDirectExpensesEvent2Amt
Gross Receipts Total$232,013GrossReceiptsTotalAmt
Charitable Contributions Tot$98,694CharitableContributionsTotAmt
Gross Revenue Total Events$133,319GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$45,194RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$22,642FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,915EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$19,453OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$90,204DirectExpenseSummaryEventsAmt
Net Income Summary$43,115NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
LUTHER BURBANK HIGH SCHOOL
3500 FLORIN RDSACRAMENTOCA95832941537649$14,632$0ORTHOPEDICALLY IMPAIRED CHILDREN
RALPH RICHARDSON CENTER
4848 COTTAGE WAYCARMICHAELCA95608946002533$14,632$0ORTHOPEDICALLY IMPAIRED CHILDREN
HIRAM JOHNSON HIGH SCHOOL
6879 14TH AVESACRAMENTOCA95820946002491$14,632$0ORTHOPEDICALLY IMPAIRED CHILDREN
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient16RecipientCnt
Cash Grant$48,183CashGrantAmt
Valuation Method UsedCASH VALUEValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2 - PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S.FormAndLineReferenceDesc
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, SECTION B, LINE 11BELECTRONIC COPY OF RETURNS ARE MADE AVAILABLE TO MANAGEMENT AND THE BOARD BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE EXECUTIVE ASSISTANT MONITORS THE PROGRAM AND OBTAINS WRITTEN DISCLOSURE STATEMENTS FROM EACH MEMBER OF THE BOARD OF TRUSTEES AND OF THE BOARD OF DIRECTORS. IF A CONFLICT AROSE DURING THE TRUSTEE'S TERM, HE OR SHE WOULD RECUSE THEMSELVES FROM ANY ACTION RELATIVE TO THE CONFLICT. IF IT WAS AN ON-GOING CONFLICT THE TRUSTEE WOULD RESIGN FROM THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19MUCH OF THE INFORMATION IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. ANY INFORMATION REQUIRED ON A NEED TO KNOW BASIS CAN BE OBTAINED BY WRITTEN REQUEST TO THE BOARD SECRETARY.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS FROM THE PRIOR YEAR.

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
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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$71,673InvolvedAmt
Method Of Amount DeterminationMOUMethodOfAmountDeterminationTxt