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Nonprofiteer
← ROTARY CLUB OF SACRAMENTO FOUNDATION

Form 990 for tax year 2023

Filed by ROTARY CLUB OF SACRAMENTO FOUNDATION.

Totals

Total revenue
$445,247
Total expenses
$702,562
Contributions and grants received
$293,787
Grants paid
$557,345
Program service revenue
$0
Investment income
$108,345
Other revenue
$43,115
Total assets, end of year
$3,561,923
Total liabilities, end of year
$140,756
Net assets or fund balances, end of year
$3,421,167
Program services expenses (Part IX)
$575,549
Management and general expenses
$77,083
Fundraising expenses
$49,930
Program service expenses (Part III)
$575,549

Program services were 81.9% 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

    $98,694

  • 1f · All other contributions, gifts and grants

    $195,093

  • 3 · Investment income

    total $77,691 · excluded $77,691

  • 7a · Gross sales of assets other than inventory

    securities $216,804

  • 7b · Less cost or other basis and sales expenses

    securities $186,150

  • 7c · Gain or loss

    securities $30,654

  • 7d · Net gain or loss

    total $30,654 · excluded $30,654

  • 8a · Fundraising events: gross income

    $133,319

  • 8a · Fundraising events: contributions included on line 1c

    $98,694

  • 8b · Fundraising events: direct expenses

    $90,204

  • 8c · Net income from fundraising events

    total $43,115 · excluded $43,115

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $509,162 · program services $509,162

  • 2 · Grants to domestic individuals

    total $48,183 · program services $48,183

  • 11c · Fees: accounting

    total $30,220 · management and general $30,220

  • 12 · Advertising and promotion

    total $31,126 · fundraising $31,126

  • 19 · Conferences, conventions and meetings

    total $5,292 · management and general $5,292

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $71,673 · program services $17,910 · management and general $35,263 · fundraising $18,500

  • 24b · Other expenses: BANK FEES

    total $3,116 · management and general $2,812 · fundraising $304

  • 24c · Other expenses: MISCELLANEOUS

    total $1,800 · program services $294 · management and general $1,506

  • 24d · Other expenses: OTHER EXPENSES

    total $1,351 · management and general $1,351

  • 24e · All other expenses

    total $639 · management and general $639

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $270,131 · end of year $115,090

  • 4 · Accounts receivable

    beginning of year $8,942 · end of year $18,215

  • 9 · Prepaid expenses and deferred charges

    beginning of year $30,435 · end of year $22,237

  • 10a · Land, buildings and equipment: cost or other basis

    $1,630

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,630

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $3,251,623 · end of year $3,406,381

  • 15 · Other assets

    beginning of year $10,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $104,795 · end of year $129,001

  • 19 · Deferred revenue

    beginning of year $5,604 · end of year $11,755

  • 25 · Other liabilities

    beginning of year $10,000 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,408,272 · end of year $2,509,432

  • 28 · Net assets with donor restrictions

    beginning of year $1,042,460 · end of year $911,735

Mission and programs · 2023

Mission

OUR 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.

Activities or mission (Part I)

OUR 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.

  • "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.

    Expenses $575,549 · Grants $557,345

As filed on the 2023 return.

Listed in Part VII

  • GARY BAZLEN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0

  • LAWRENCE GILZEAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • SARAH HODGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • APRIL JAVIST

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • VIRGINIA WADE

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • STEPHEN JOHANSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEV KAGANOVICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ED WRIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SURENDER SINGAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROY ALEXANDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MATT PAGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BOBBY REED

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    1

  • TODD KOOLALIAN

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
10 February 2025
IRS schema version
2023v6.0
Source object
202540419349300849

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