Point West Rotary Club Foundation
- Assets
- $1.5m
- Revenue
- $401.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Sacramento, CA
- Founding
- 07/2003
- Data as of
- 06/2022
- EIN
- 94-3337623
Organization Overview
Point West Rotary Club Foundation is located in Sacramento, CA. The organization was established in 2003. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Point West Rotary Club Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Point West Rotary Club Foundation generated $401.5k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.4% each year. All expenses for the organization totaled $217.6k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Point West Rotary Club Foundation has awarded 147 individual grants totaling $1,524,148. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO SUPPORT CHARITABLE PURPOSES IN THE SACRAMENTO AREA SUPPORTED BY THE ROTARY CLUB OF POINT WEST.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dan Hall President | OfficerTrustee | 2 | $0 |
Roger Gilleland Vice President | OfficerTrustee | 2 | $0 |
Jessie Nix Secretary | OfficerTrustee | 2 | $0 |
Thomas Harvey Treasurer | Officer | 2 | $0 |
John Meissner Trustee | Trustee | 1 | $0 |
Dave Black Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $210,419 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $210,419 |
| Total Program Service Revenue | $0 |
| Investment income | $106,326 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $84,710 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $401,455 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $192,428 |
| Grants and other assistance to domestic individuals. | $3,500 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $7,500 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $4,144 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $1,000 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $6,425 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,995 |
| All other expenses | $564 |
| Total functional expenses | $217,556 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $91,130 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,373,811 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,464,941 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $4,000 |
| Total liabilities | $4,000 |
| Net assets without donor restrictions | $1,284,729 |
| Net assets with donor restrictions | $176,212 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,464,941 |
Grants Awarded
Over the last fiscal year, Point West Rotary Club Foundation has awarded $192,428 in support to 12 organizations.
| Grant Recipient | Amount |
|---|---|
VARIOUS ORGANIZATIONS (AVAILABLE UPON REQUEST) PURPOSE: GENERAL ASSISTANCE | $63,061 |
B STREET THEATRE PURPOSE: GENERAL ASSISTANCE | $22,000 |
Elk Grove, CA PURPOSE: GENERAL ASSISTANCE | $18,933 |
ENCINA HIGH SCHOOL PURPOSE: GENERAL ASSISTANCE | $15,636 |
Sacramento, CA PURPOSE: GENERAL ASSISTANCE | $13,000 |
Sacramento, CA PURPOSE: GENERAL ASSISTANCE | $12,200 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Point West Rotary Club Foundation has recieved totaling $2,528.
| Awarding Organization | Amount |
|---|---|
Taylor Foundation Sacramento, CA PURPOSE: INDIA COVID RELIEF PROGRAM; PACIFIC CREST TAIL HIKE PROGRAM; GENERAL SUPPORT | $2,200 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $328 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Arizona Community Foundation Phoenix, AZ | $1,066,072,012 | $211,703,650 |
Hawaii Community Foundation Honolulu, HI | $884,612,842 | $128,317,869 |
Ventura County Community Foundation Camarillo, CA | $181,940,704 | $53,185,473 |
Santa Barbara Foundation Santa Barbara, CA | $456,585,072 | $53,590,434 |
The San Bruno Community Foundation San Bruno, CA | $57,381,282 | $2,122,835 |
Community Foundation For Monterey County Monterey, CA | $347,659,194 | $59,371,913 |
Community Foundation Santa Cruz County Aptos, CA | $201,628,792 | $52,106,005 |
Nevada Community Foundation Inc Las Vegas, NV | $244,409,532 | $23,282,106 |
Liberty Hill Foundation Los Angeles, CA | $22,845,623 | $26,116,303 |
Sacramento Region Community Foundation Sacramento, CA | $172,758,711 | $24,599,020 |
Inland Empire Community Foundation Riverside, CA | $130,560,827 | $28,925,228 |
Community Foundation Sonoma County Santa Rosa, CA | $227,314,167 | $31,190,414 |