Civic Intelligence

Sacramento Foundation

990 • Fiscal year 2020 • EIN 94-6138699

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

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

41st percentile

0.14x

Higher debt load relative to assets than 41% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

2.95x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

71st percentile

$249,134

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 41.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

22nd percentile

-1.2%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-35%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$13,086,031

Down $161,741 (-1.2%) from 2019

Net Assets

Down

$11,299,940

Down $101,362 (-0.9%) from 2019

Liabilities

Down

$1,786,091

Down $60,379 (-3.3%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin69th percentile

Revenue

Down

$606,398

Down $325,644 (-35%) from 2019

Expenses

Down

$523,641

Down $55,453 (-9.6%) from 2019

Net Income

Down

$82,757

Down $270,191 (-77%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2020

Assets$13,086,031
Liabilities$1,786,091
Net Assets$11,299,940
Open 2020 Filing

Operations Trend

Revenue Growth11th 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

2020

Revenue$606,398
Expenses$523,641
Net Income$82,757
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.2
Gross Receipts
$5,412,317
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$11,729,491$11,684,654▼ $44,837
Land, Buildings, and Equipment, Net$1,455,634$1,400,151▼ $55,483
Cash and Non-Interest-Bearing Accounts$43,633$0▼ $43,633
Savings and Temporary Cash Investments$6,405$0▼ $6,405
Prepaid Expenses and Deferred Charges$12,609$1,226▼ $11,383
Total Assets$13,247,772$13,086,031▼ $161,741
Liabilities
Other Liabilities$1,746,004$1,726,817▼ $19,187
Unsecured Notes Loans Payable$100,466$59,274▼ $41,192
Total Liabilities$1,846,470$1,786,091▼ $60,379
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,931,911$10,775,765▼ $156,146
Net Assets Without Donor Restrictions$469,391$524,175▲ $54,784
Total Net Assets Fund Balance$11,401,302$11,299,940▼ $101,362
Total Liabilities and Net Assets / Fund Balance$13,247,772$13,086,031▼ $161,741

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,165,151$499,349$1,664,500
Land$235,000-$235,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,111,079-▲ $279,021$231,386$6,111,079
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 Pay71st percentile

Board Members and Trustees

NameTitle
Mark a HoagChair
Stephanie BrayPresident / CEO
Charles R DanielVice Chair
Dave CableDirector
Jim ShetlerDirector
Julie QuinnDirector
Kevin SpinkDirector
Malonn BarnesDirector
Richard BojeDirector
Sandra R SmoleyDirector
John LoweChief Operating Officer
Lori AldreteSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$587,211
Other Revenue
$19,187
Change in Net Assets
$82,757

Audited Revenue Reconciliation

Revenue per Audited Statements
$525,772
Revenue Not Reported on Financial Statements
$80,626
Revenue Not Reported on Form 990
$-184,119
Total Revenue per Audited Statements
$341,653
Total Revenue per Form 990
$606,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$317,676
Other Expenses$205,965
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$317,676--$317,676
Fees for Service Investment Mgmnt Fees-$80,626-$80,626
Depreciation Depletion-$55,483-$55,483
Fees for Services Management-$39,167-$39,167
Insurance-$15,265-$15,265
Fees for Services Accounting-$10,400-$10,400
Fees for Services Legal-$4,532-$4,532
Office Expenses-$492-$492
Total Functional Expenses$317,676$205,965$0$523,641

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$523,641
Expenses per Audited Statements$443,015
Total Expenses per Audited Statements$443,015
Expenses Not Reported on Financial Statements$80,626
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$317,676
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$1,726,817
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 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
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
2021-05-11
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
Linda D Geery
Phone
9166466464
Supplemental Narrative

Additional Explanations

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.”

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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0469391
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0524175
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0492
IRS990/OfficeExpensesGrp/TotalAmt0492
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt01746004
IRS990/OtherLiabilitiesGrp/EOYAmt01726817
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012609
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01226
IRS990/PrincipalOfficerNm0STEPHANIE BRAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0346000
IRS990/PYInvestmentIncomeAmt0912855
IRS990/PYOtherExpensesAmt0233094
IRS990/PYOtherRevenueAmt019187
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0352948
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0579094
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0932042
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt082757
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt019187
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06405
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941225382
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0317676
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNITED WAY CALIFORNIA CAPITAL REGION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0317676
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01165151
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0499349
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01664500
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt047635
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06111079
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06111079
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0279021
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0231386
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt054127
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06111079
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06111079
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0444119
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0389992
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt054010
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06111079
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06111079
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0548745
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0494735
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt049570
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06111079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06111079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0749835
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0700265
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt047246
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06111079
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06111079
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019228
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-28018
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt080626
IRS990ScheduleD/ExpensesSubtotalAmt0443015
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt080626
IRS990ScheduleD/InvestmentExpensesNotIncldAmt080626
IRS990ScheduleD/LandGrp/BookValueAmt0235000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0235000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-184119
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01726817
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASEHOLD INTEREST IN PROPERTY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-184119
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt080626
IRS990ScheduleD/RevenueSubtotalAmt0525772
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01400151
IRS990ScheduleD/TotalExpensesPerForm990Amt0523641
IRS990ScheduleD/TotalLiabilityAmt01726817
IRS990ScheduleD/TotalRevenuePerForm990Amt0606398
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0341653
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0443015
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0317676
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE SQUARE ONE PROJECT AND STAFFING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY CA CAPITAL REGION
IRS990ScheduleI/RecipientTable/RecipientEIN0941225382
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010389 OLD PLAERVILLE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SACRAMENTO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095827
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SACRMENTO FOUNDATION IS A SUPPORTING ORGANIZATION WHOSE PURPOSE IS TO SUPPORT THE UNITED WAY CA CAPITAL REGION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0206300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt010315
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt032519
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEPHANIE BRAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT / CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0249134
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY IS HANDLED BY OUR ETHICS REP AND A COMMITTEE (AS NECESSARY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OFFICER COMPENSATION AT THIS TIME, BUT APPROPRIATE PROCESSES ARE IN PLACE TO HANDLE FUTURE COMPENSATION DECISIONS IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON DEMAND.

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,086,031
Liabilities
$1,786,091
Net assets
$11,299,940
Revenue
$606,398
Expenses
$523,641
Net income
$82,757
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