Civic Intelligence

Sacramento Foundation

990 • Fiscal year 2019 • EIN 94-6138699

Jul 01, 2018 to Jun 30, 2019 • Filed on May 05, 2020

Organization ProfileN/A
10389 Old Placerville RoadSacramento, CA 95827-2506

(916) 368-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.14x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

1.98x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

74th percentile

$269,767

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 28.9% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

40th percentile

1.3%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

31%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$13,247,772

Up $166,611 (+1.3%) from 2018

Net Assets

Up

$11,401,302

Up $88,824 (+0.8%) from 2018

Liabilities

Up

$1,846,470

Up $77,787 (+4.4%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin87th percentile

Revenue

Up

$932,042

Up $220,272 (+31%) from 2018

Expenses

Up

$579,094

Up $360,045 (+164%) from 2018

Net Income

Down

$352,948

Down $139,773 (-28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $4,633,902Liabilities 2011: $9,031Net Assets 2011: $4,624,8712011Assets 2012: $7,750,492Liabilities 2012: $1,880,313Net Assets 2012: $5,870,1792012Assets 2013: $10,999,752Liabilities 2013: $1,899,265Net Assets 2013: $9,100,4872013Assets 2014: $12,215,772Liabilities 2014: $1,927,667Net Assets 2014: $10,288,1052014Assets 2015: $11,900,646Liabilities 2015: $1,847,228Net Assets 2015: $10,053,4182015Assets 2016: $11,656,060Liabilities 2016: $1,919,768Net Assets 2016: $9,736,2922016Assets 2017: $12,500,443Liabilities 2017: $1,784,378Net Assets 2017: $10,716,0652017Assets 2018: $13,081,161Liabilities 2018: $1,768,683Net Assets 2018: $11,312,4782018Assets 2019: $13,247,772Liabilities 2019: $1,846,470Net Assets 2019: $11,401,3022019Assets 2020: $13,086,031Liabilities 2020: $1,786,091Net Assets 2020: $11,299,9402020Assets 2021: $15,464,034Liabilities 2021: $1,743,403Net Assets 2021: $13,720,6312021Assets 2022: $13,034,180Liabilities 2022: $1,712,722Net Assets 2022: $11,321,4582022Assets 2023: $13,582,393Liabilities 2023: $1,989,273Net Assets 2023: $11,593,1202023Assets 2024: $14,149,996Liabilities 2024: $1,815,970Net Assets 2024: $12,334,0262024

Highlighted filing

2019

Assets$13,247,772
Liabilities$1,846,470
Net Assets$11,401,302
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,727,903Expenses 2011: $103,032Net Income 2011: $4,624,8712011Revenue 2012: $5,958,884Expenses 2012: $2,018,200Net Income 2012: $3,940,6842012Revenue 2013: $3,190,006Expenses 2013: $233,514Net Income 2013: $2,956,4922013Revenue 2014: $616,228Expenses 2014: $209,290Net Income 2014: $406,9382014Revenue 2015: $419,490Expenses 2015: $253,769Net Income 2015: $165,7212015Revenue 2016: $148,071Expenses 2016: $318,532Net Income 2016: -$170,4612016Revenue 2017: $2,525,591Expenses 2017: $212,186Net Income 2017: $2,313,4052017Revenue 2018: $711,770Expenses 2018: $219,049Net Income 2018: $492,7212018Revenue 2019: $932,042Expenses 2019: $579,094Net Income 2019: $352,9482019Revenue 2020: $606,398Expenses 2020: $523,641Net Income 2020: $82,7572020Revenue 2021: $433,016Expenses 2021: $499,132Net Income 2021: -$66,1162021Revenue 2022: $2,090,074Expenses 2022: $531,817Net Income 2022: $1,558,2572022Revenue 2023: $409,660Expenses 2023: $741,126Net Income 2023: -$331,4662023Revenue 2024: $846,751Expenses 2024: $724,101Net Income 2024: $122,6502024

Highlighted filing

2019

Revenue$932,042
Expenses$579,094
Net Income$352,948
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 5, 2020
Return Version
2018v3.1
Gross Receipts
$2,369,585
Mission and Program Overview

Mission

The primary purpose of the organization is to support the united way california capital region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,507,280$11,729,491▲ $222,211
Land, Buildings, and Equipment, Net$1,511,117$1,455,634▼ $55,483
Cash and Non-Interest-Bearing Accounts$43,633$43,633→ $0
Prepaid Expenses and Deferred Charges$12,728$12,609▼ $119
Savings and Temporary Cash Investments$6,403$6,405▲ $2
Total Assets$13,081,161$13,247,772▲ $166,611
Liabilities
Other Liabilities$1,765,191$1,746,004▼ $19,187
Unsecured Notes Loans Payable$3,492$100,466▲ $96,974
Total Liabilities$1,768,683$1,846,470▲ $77,787
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,111,079$6,111,079→ $0
Temporarily Rstr Net Assets$4,873,934$4,820,832▼ $53,102
Unrestricted Net Assets$327,465$469,391▲ $141,926
Total Net Assets Fund Balance$11,312,478$11,401,302▲ $88,824
Total Liabilities and Net Assets / Fund Balance$13,081,161$13,247,772▲ $166,611

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,220,634$443,866$1,664,500
Land$235,000-$235,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$6,111,079-▲ $444,119$389,992$6,111,079
2017$6,111,079-▲ $548,745$494,735$6,111,079
2016$6,111,079-▲ $749,835$700,265$6,111,079
2015$6,111,079-▲ $19,228$-28,018$6,111,079
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleOtherTotal
Jennifer MaciasChief Operating Officer$130,360$130,360

Board Members and Trustees

NameTitle
Mark a HoagChair
Stephanie BrayPresident / CEO
Elfrena FordDirector
Jerry GreenwellDirector
Jim ShetlerDirector
Julie QuinnDirector
Lori AldreteDirector
Michael HardyDirector
Richard BojeDirector
Sandra R SmoleyDirector
Charles R DanielSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$912,855
Other Revenue
$19,187
Change in Net Assets
$352,948

Audited Revenue Reconciliation

Revenue per Audited Statements
$851,525
Revenue Not Reported on Financial Statements
$80,517
Revenue Not Reported on Form 990
$-264,124
Total Revenue per Audited Statements
$587,401
Total Revenue per Form 990
$932,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$346,000
Other Expenses$233,094
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$346,000--$346,000
Fees for Service Investment Mgmnt Fees-$80,517-$80,517
Fees for Services Management-$60,000-$60,000
Depreciation Depletion-$55,483-$55,483
Fees for Services Accounting-$20,250-$20,250
Insurance-$15,272-$15,272
Office Expenses-$1,572-$1,572
Total Functional Expenses$346,000$233,094$0$579,094

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$579,094
Expenses per Audited Statements$498,577
Total Expenses per Audited Statements$498,577
Expenses Not Reported on Financial Statements$80,517
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way CA Capital RegionSacramento, CA501(c)3To Support the Square One Project and Staffing$346,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Leasehold Interest in Property$1,746,004
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was provided to the board of directors for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Enforcement of the conflict of interest policy is handled by our ethics rep and a committee (as necessary).”

Form 990, Part VI, Section B, Line 15

“No officer compensation at this time, but appropriate processes are in place to handle future compensation decisions if necessary.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON DEMAND.”

Filing and Contact Details

Filer

Filer Name
Sacramento Foundation
EIN
94-6138699
Phone
9163683000
Address
10389 OLD PLACERVILLE ROAD, SACRAMENTO, CA 95827-2506
Doing Business As
Capital Region Foundation

Signing Officer

Name
Mark Hoag
Title
Chair
Phone
9163683000
Signed
2020-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Bray
Formed
1931
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Gilbert Cpas
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Cathy B Hudak
Phone
9166466464
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility over the financial statement audit and the process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's permanently restricted net assets include two donor-restricted endowment funds received from the united way. The operations endowment was received for the purpose of providing support for current and future operations of the foundation and united way. The community endowment was received for the purpose of providing support for the charitable mission and purpose of united way.”

PART X, LINE 2:

“The foundation has applied the accounting principles related to accounting for uncertainty in income taxes and has determined that there is no material impact on the financial statements.”

Raw XML AppendixShowing 400 of 605 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/OtherLiabilitiesGrp/BOYAmt01765191
IRS990/OtherLiabilitiesGrp/EOYAmt01746004
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06111079
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06111079
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012728
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012609
IRS990/PrincipalOfficerNm0STEPHANIE BRAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0692583
IRS990/PYOtherExpensesAmt0219049
IRS990/PYOtherRevenueAmt019187
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0492721
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0219049
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0711770
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0352948
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt019187
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06403
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06405
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0275806
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt055483
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt03478
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0272328
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0177611
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt042712
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/FirstYearType3NonFuncInd0X
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0406000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0406000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0406000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0406000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt060000
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0346000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0406000
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SACRAMENTO FOUNDATION ADDED UNITED WAY CALIFORNIA CAPITAL (EIN: 94-1225382). THE ADDITION WAS ACCOMPLISHED BY SACRAMENTO FOUNDATION FULFILLING RESPONSIBILITIES AS OUTLINED IN ITS ORGANIZATIONAL DOCUMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV LINE 5A
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt011561701
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0470471
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt011091230
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0173426
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt011388275
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0398590
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt011561701
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0398590
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941225382
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0346000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNITED WAY CALIFORNIA CAPITAL REGION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0346000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01220634
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0443866
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01664500
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt054127
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06111079
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06111079
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0444119
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0389992
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt054010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06111079
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06111079
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0548745
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0494735
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt049570
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06111079
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06111079
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0749835
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0700265
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt047246
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06111079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06111079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019228
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-28018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,247,772
Liabilities
$1,846,470
Net assets
$11,401,302
Revenue
$932,042
Expenses
$579,094
Net income
$352,948
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.1$1.82$12.3$0.85$0.72$0.12
2023Detailed filing. Detailed filing data is available for this year.$13.6$1.99$11.6$0.41$0.74$0.33
2022Detailed filing. Detailed filing data is available for this year.$13.0$1.71$11.3$2.09$0.53$1.56
2021Detailed filing. Detailed filing data is available for this year.$15.5$1.74$13.7$0.43$0.50$0.07
2020Detailed filing. Detailed filing data is available for this year.$13.1$1.79$11.3$0.61$0.52$0.08
2019Detailed filing. Detailed filing data is available for this year.$13.2$1.85$11.4$0.93$0.58$0.35
2018Detailed filing. Detailed filing data is available for this year.$13.1$1.77$11.3$0.71$0.22$0.49
2017Detailed filing. Detailed filing data is available for this year.$12.5$1.78$10.7$2.53$0.21$2.31
2016Detailed filing. Detailed filing data is available for this year.$11.7$1.92$9.74$0.15$0.32$0.17
2015Summary only. Only limited summary data is available for this year.$11.9$1.85$10.1$0.42$0.25$0.17
2014Summary only. Only limited summary data is available for this year.$12.2$1.93$10.3$0.62$0.21$0.41
2013Summary only. Only limited summary data is available for this year.$11.0$1.90$9.10$3.19$0.23$2.96
2012Summary only. Only limited summary data is available for this year.$7.75$1.88$5.87$5.96$2.02$3.94
2011Summary only. Only limited summary data is available for this year.$4.63$0.01$4.62$4.73$0.10$4.62