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Nonprofiteer
← POINT WEST ROTARY CLUB FOUNDATION

Form 990 for tax year 2023

Filed by POINT WEST ROTARY CLUB FOUNDATION.

Totals

Total revenue
$289,512
Total expenses
$229,436
Contributions and grants received
$161,119
Grants paid
$208,681
Program service revenue
$0
Investment income
$76,287
Other revenue
$52,106
Total assets, end of year
$1,754,920
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,754,920
Program services expenses (Part IX)
$208,681
Management and general expenses
$20,755
Fundraising expenses
$0
Program service expenses (Part III)
$208,681

Program services were 91.0% 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.

  • 1f · All other contributions, gifts and grants

    $161,119

  • 3 · Investment income

    total $76,287 · excluded $76,287

  • 8a · Fundraising events: gross income

    $176,022

  • 8b · Fundraising events: direct expenses

    $123,916

  • 8c · Net income from fundraising events

    total $52,106 · excluded $52,106

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $204,681 · program services $204,681

  • 2 · Grants to domestic individuals

    total $4,000 · program services $4,000

  • 11a · Fees: management

    total $7,500 · management and general $7,500

  • 11c · Fees: accounting

    total $4,138 · management and general $4,138

  • 12 · Advertising and promotion

    total $3,739 · management and general $3,739

  • 24e · All other expenses

    total $5,378 · management and general $5,378

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $65,746 · end of year $81,187

  • 11 · Investments: publicly traded securities

    beginning of year $1,515,106 · end of year $1,673,733

  • 27 · Net assets without donor restrictions

    beginning of year $1,408,521 · end of year $1,609,548

  • 28 · Net assets with donor restrictions

    beginning of year $172,331 · end of year $145,372

Mission and programs · 2023

Mission

TO ESTABLISH AND MAINTAIN A PERPETUAL TRUST FUND TO ASSIST IN THE SUPPORT OF CHARITABLE PURPOSES IN THE SACRAMENTO, CA AREA CUSTOMARILY SUPPORTED BY THE ROTARY CLUB OF POINT WEST; TO ENCOURAGE AVENUES OF FINANCIAL SUPPORT TO ROTARY CLUB SPONSORED CHARITABLE PROJECTS; AND TO SUPPORT OTHER CHARITABLE PURPOSES PERTAINING TO ROTARY CLUBS AND THEIR AFFILIATED ACTIVITIES BY THE DISTRIBUTION OF FUNDS FOR SUCH PURPOSES.

Activities or mission (Part I)

TO SUPPORT CHARITABLE PURPOSES IN THE SACRAMENTO AREA SUPPORTED BY THE ROTARY CLUB OF POINT WEST.

  • THE FOUNDATION FUNDED VARIOUS GRANTS THROUGHOUT THE YEAR TO ORGANIZATIONS IN THE SACRAMENTO AREA AS WELL AS TO OTHER ROTARY SUPPORTED CAUSES NATIONALLY AND INTERNATIONALLY THAT PRIMARILY SUPPORTED CHILDREN BASED PROGRAMS AND CAUSES.

    Expenses $208,681 · Grants $208,681

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JESSIE NIX

    FOUNDATION PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • ROGER GILLELAND

    POINT WEST ROTARY PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • MARIA O'NEIL

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • DAVID BLACK

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • BETH SCHATZ

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • TIM MALIPAARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DON RHODES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN CASELLI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DEAN WILKIE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JIM HARE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SAMANTHA HOSHIDA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICH PRICE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BEA MAUER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN PRICE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MIKE CENDRO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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

The 10 largest by cash amount. The API serves every itemized grant.

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
27 April 2025
IRS schema version
2023v6.0
Source object
202511259349302281

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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