Form 990 for tax year 2022
Filed by FOUNDATION FOR UCP OF GREATER SACRAMENTO.
Totals
- Total revenue
- $464,083
- Total expenses
- $265,768
- Contributions and grants received
- $343,740
- Grants paid
- $75,000
- Program service revenue
- $115,306
- Investment income
- $77,239
- Other revenue
- -$72,202
- Total assets, end of year
- $4,331,606
- Total liabilities, end of year
- $5,985
- Net assets or fund balances, end of year
- $4,325,621
- Program services expenses (Part IX)
- $234,296
- Management and general expenses
- $31,472
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $234,296
Program services were 88.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$342,236
-
1f · All other contributions, gifts and grants
$1,504
-
1g · Noncash contributions included above
$11,757
-
2a · Program service revenue: RENTAL TO AFFILIATES
total $115,306 · related or exempt $115,306
-
3 · Investment income
total $91,202 · excluded $91,202
-
7a · Gross sales of assets other than inventory
securities $146,013
-
7b · Less cost or other basis and sales expenses
securities $159,976
-
7c · Gain or loss
securities -$13,963
-
7d · Net gain or loss
total -$13,963 · excluded -$13,963
-
8a · Fundraising events: gross income
$47,245
-
8a · Fundraising events: contributions included on line 1c
$342,236
-
8b · Fundraising events: direct expenses
$119,447
-
8c · Net income from fundraising events
total -$72,202 · excluded -$72,202
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $75,000 · program services $75,000
-
5 · Compensation of officers, directors and key employees
total $121,900 · program services $121,900
-
10 · Payroll taxes
total $10,067 · program services $10,067
-
11c · Fees: accounting
total $3,810 · management and general $3,810
-
11f · Fees: investment management
total $23,439 · management and general $23,439
-
13 · Office expenses
total $1,314 · management and general $1,314
-
19 · Conferences, conventions and meetings
total $2,000 · management and general $2,000
-
22 · Depreciation, depletion and amortization
total $25,681 · program services $25,681
-
23 · Insurance
total $1,648 · program services $1,648
-
24a · Other expenses: TAXES PAID
total $909 · management and general $909
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $254,033 · end of year $412,734
-
4 · Accounts receivable
beginning of year $0 · end of year $3,810
-
9 · Prepaid expenses and deferred charges
beginning of year $9,880 · end of year $9,056
-
10a · Land, buildings and equipment: cost or other basis
$1,124,422
-
10b · Land, buildings and equipment: accumulated depreciation
$361,680
-
10c · Land, buildings and equipment, net
beginning of year $788,422 · end of year $762,742
-
11 · Investments: publicly traded securities
beginning of year $2,888,097 · end of year $3,143,264
-
17 · Accounts payable and accrued expenses
beginning of year $15,249 · end of year $5,985
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $3,925,183 · end of year $4,325,621
Mission and programs · 2022
Mission
TO SUPPORT, BENEFIT AND CARRY OUT THE PURPOSES OF ORGANIZATIONS WHOSE CHARITABLE AND EDUCATIONAL ACTIVITIES ADVANCE THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH DISABILITIES AND IMPROVE THE QUALITY OF LIFE OF PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES.
Activities or mission (Part I)
THE FOUNDATION FOR UCP OF GREATER SACRAMENTO EXISTS TO ASSIST IN THE LONG-TERM FINANCIAL STABILITY TO UCP OF GREATER SACRAMENTO, SO THAT IT CAN CONSISTENTLY DELIVER ON ITS PROMISE OF EMPOWERING CLIENTS TO ACHIEVE A LIFE WITHOUT LIMITATIONS.
-
THE FOUNDATION'S MISSION IS TO ASSIST FINANCES TO HELP UCP OF SACRAMENTO AND NORTHERN CALIFORNIA ACCOMPLISH ITS MISSION TO ENSURE CHILDREN WITH DEVELOPMENTAL DISABILITIES CAN LIVE THEIR LIVES WITHOUT LIMITS. THE HUMANITARIAN DINNER IS THE FOUNDATION'S PRIMARY FUNDRAISING PROGRAM WITH A DINNER AND AUCTION PROGRAM HONORING A LEADING BUSINESS AND COMMUNITY LEADER IN THE SACRAMENTO AREA WHO HAS DEMONSTRATED EXCELLENT BUSINESS SKILLS AND COMMUNITY GENEROSITY. REVENUES AND EXPENSES INCLUDE DOLLAR DONATIONS AS WELL AS GIFT IN KINDS.
Expenses $206,967
-
RENTAL OF PROPERTY TO AFFILIATED ORGANIZATIONS.
Expenses $27,329 · Revenue $115,306
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Doug BergmanDOUG BERGMAN
PRESIDENT/CEO
- Total calculated
- $116,438
- From this org
- $116,438
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Larry ChillemiLARRY CHILLEMI
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
Rick FergersonRICK FERGERSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Harold AsheHAROLD ASHE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Janet ChediakJANET CHEDIAK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John FrischJOHN FRISCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Casey LaytonCASEY LAYTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Christopher LermaCHRISTOPHER LERMA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bill O'KeefeBILL O'KEEFE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly PruettKIMBERLY PRUETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jason SaslowJASON SASLOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Leonard SimpsonLEONARD SIMPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Leigh WhiteLEIGH WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Janet SouleJANET SOULE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kyle SmithKYLE SMITH
CHIEF FINANCIAL OFFICER
- Total calculated
- $0
- Hours/week
- 2.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$75,000
SUPPORT FOR UCP RECREATION DIVISION SERVICES
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202432289349304063
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.