Civic Intelligence

West Sacramento Rotary Foundation

EIN 68-0413711 • 501(c)3 • West Sacramento, CA

Profile

To provide support to individuals in the west sacramento community

837 Jefferson BoulevardWest Sacramento, CA 95691

not applicable

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

1st percentile

-413%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

50th percentile

3.5%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,265,671

Up $43,220 (+3.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,265,671

Up $43,220 (+3.5%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin1st percentile

Revenue

Down

$16,247

Down $3,276 (-17%) from 2024

Expenses

Up

$83,358

Up $38,833 (+87%) from 2024

Net Income

Down

-$67,111

Down $42,109 (-168%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $436,651Liabilities 2012: $0Net Assets 2012: $436,6512012Assets 2013: $468,291Liabilities 2013: $0Net Assets 2013: $468,2912013Assets 2014: $555,175Liabilities 2014: $0Net Assets 2014: $555,1752014Assets 2015: $546,313Liabilities 2015: $0Net Assets 2015: $546,3132015Assets 2016: $547,416Liabilities 2016: $0Net Assets 2016: $547,4162016Assets 2017: $622,378Liabilities 2017: $0Net Assets 2017: $622,3782017Assets 2018: $659,606Liabilities 2018: $0Net Assets 2018: $659,6062018Assets 2019: $705,844Liabilities 2019: $0Net Assets 2019: $705,8442019Assets 2020: $736,706Liabilities 2020: $0Net Assets 2020: $736,7062020Assets 2021: $987,549Liabilities 2021: $0Net Assets 2021: $987,5492021Assets 2022: $951,818Liabilities 2022: $0Net Assets 2022: $951,8182022Assets 2023: $1,111,611Liabilities 2023: $0Net Assets 2023: $1,111,6112023Assets 2024: $1,222,451Liabilities 2024: $0Net Assets 2024: $1,222,4512024Assets 2025: $1,265,671Liabilities 2025: $0Net Assets 2025: $1,265,6712025

Highlighted filing

2025

Assets$1,265,671
Liabilities$0
Net Assets$1,265,671
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2012: $46,869Expenses 2012: $16,840Net Income 2012: $30,0292012Revenue 2013: $64,940Expenses 2013: $33,300Net Income 2013: $31,6402013Revenue 2014: $107,534Expenses 2014: $20,650Net Income 2014: $86,8842014Revenue 2015: $17,138Expenses 2015: $26,000Net Income 2015: -$8,8622015Revenue 2016: $29,023Expenses 2016: $27,920Net Income 2016: $1,1032016Revenue 2017: $101,278Expenses 2017: $26,660Net Income 2017: $74,6182017Revenue 2018: $64,427Expenses 2018: $27,199Net Income 2018: $37,2282018Revenue 2019: $80,376Expenses 2019: $34,088Net Income 2019: $46,2882019Revenue 2020: $104,594Expenses 2020: $33,045Net Income 2020: $71,5492020Revenue 2021: $48,742Expenses 2021: $36,075Net Income 2021: $12,6672021Revenue 2022: $55,486Expenses 2022: $31,545Net Income 2022: $23,9412022Revenue 2023: $40,548Expenses 2023: $50,551Net Income 2023: -$10,0032023Revenue 2024: $19,523Expenses 2024: $44,525Net Income 2024: -$25,0022024Revenue 2025: $16,247Expenses 2025: $83,358Net Income 2025: -$67,1112025

Highlighted filing

2025

Revenue$16,247
Expenses$83,358
Net Income-$67,111
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,265,671
Liabilities
$0
Net assets
$1,265,671
Revenue
$16,247
Expenses
$83,358
Net income
-$67,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.02$0.08$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.02$0.04$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.06$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.04$0.01
2020Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.10$0.03$0.07
2019Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.08$0.03$0.05
2018Summary only. Only limited summary data is available for this year.$0.66$0.00$0.66$0.06$0.03$0.04
2017Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.10$0.03$0.07
2016Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.03$0.03$0.00
2015Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.02$0.03$0.01
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.11$0.02$0.09
2013Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$0.06$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.05$0.02$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$16,247
Mission and Program Overview

Mission

To provide support to individuals in the west sacramento community

To provide scholarships and other support to individuals in the west sacramento communities

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,222,451$1,265,671▲ $43,220
Investments in Publicly Traded Securities$1,187,192$1,177,644▼ $9,548
Cash and Non-Interest-Bearing Accounts$35,259$88,027▲ $52,768
Total Assets$1,222,451$1,265,671▲ $43,220
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,222,451$1,265,671▲ $43,220
Total Liabilities and Net Assets / Fund Balance$1,222,451$1,265,671▲ $43,220
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
James G EngstromPresident
Bill BevierDirector
Dan RamosDirector
Dave KammingaDirector
Jaclyn PowellDirector
Jeff PostDirector
John RaneyDirector
Ken WilsonDirector
Mike CampbellDirector
Peter AndersonDirector
Troy BirdDirector
Tim KwongTreasurer
Mark EngstromVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$16,223
Program Service Revenue
$0
Investment Income
$24
Other Revenue
$0
All Other Contributions
$16,223
Change in Net Assets
$-67,111
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$83,250
Other Expenses$108
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$83,250--$83,250
Other Expenses$45--$45
Total Functional Expenses$83,358$0$0$83,358
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
West Sacramento Rotary Foundation
EIN
68-0413711
Phone
9163710297
Address
837 JEFFERSON BOULEVARD, WEST SACRAMENTO, CA 95691

Signing Officer

Name
James G Engstrom
Title
President
Phone
9163718821
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James G Engstrom
Formed
1998
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Ullrich Delevati Cpas
Address
433 2ND ST STE 106, WOODLAND, CA 95695-4065
Preparer
James G Engstrom CPA
Phone
5306666671
Supplemental Narrative

Additional Explanations

Form 990

“Part vi - section b line 11a west sacramento rotary foundation tax return is published by the california secretary of state on its website. Form 990, with attachments, is also circulated to the board members, or interested partie by notifying: james g. Engstrom - president of ws rotary foundation 837 jefferson boulevard west sacramento, california 95691”

Form 990, Page 2, Part III, Line 4D

“SCHOLARSHIP GRANTS”

Raw XML Appendix342 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm1MARK ENGSTROM
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt083250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART VI - SECTION B LINE 11A WEST SACRAMENTO ROTARY FOUNDATION TAX RETURN IS PUBLISHED BY THE CALIFORNIA SECRETARY OF STATE ON ITS WEBSITE. FORM 990, WITH ATTACHMENTS, IS ALSO CIRCULATED TO THE BOARD MEMBERS, OR INTERESTED PARTIE BY NOTIFYING: JAMES G. ENGSTROM - PRESIDENT OF WS ROTARY FOUNDATION 837 JEFFERSON BOULEVARD WEST SACRAMENTO, CALIFORNIA 95691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIP GRANTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01222451
IRS990/TotalAssetsEOYAmt01265671
IRS990/TotalAssetsGrp/BOYAmt01222451
IRS990/TotalAssetsGrp/EOYAmt01265671
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016223
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt083358
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01222451
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01265671
IRS990/TotalOtherProgSrvcExpenseAmt0108
IRS990/TotalProgramServiceExpensesAmt083358
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016247
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01222451
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01265671
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0837 JEFFERSON BOULEVARD
IRS990/USAddress/CityNm0WEST SACRAMENTO
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IRS990/USAddress/ZIPCd095691
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0NOT APPLICABLE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES G ENGSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09163718821
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST SACRAMENTO ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0680413711
ReturnHeader/Filer/PhoneNum09163710297
ReturnHeader/Filer/USAddress/AddressLine1Txt0837 JEFFERSON BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0WEST SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095691
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680204223
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ULLRICH DELEVATI CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0433 2ND ST STE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956954065
ReturnHeader/PreparerPersonGrp/PhoneNum05306666671
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES G ENGSTROM CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-13T11:56:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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