POINT WEST ROTARY CLUB FOUNDATION

EIN: 943337623 501(c)(3) Philanthropy & Grantmaking

SACRAMENTO, CA

Total Revenue
$289,512
Total Expenses
$229,436
Total Assets
$1,754,920
Net Assets
$1,754,920
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
CA
Principal Officer
MARIA O'NEIL
Phone
9165993018
Tax Period
2023-07-01 to 2024-06-30

POINT WEST ROTARY CLUB FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $290K in total revenue in fiscal year 2023. The organization ran a surplus of $60K, a strong 21% operating margin.

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.

Program Service Accomplishments

Program 1
Expenses: $208,681

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...

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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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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $161,119
Program Service Revenue $0
Investment Income $76,287
Other Revenue $52,106
TOTAL REVENUE $289,512

Expense Breakdown

Grants Paid $208,681
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $208,681
Other Expenses $20,755
TOTAL EXPENSES $229,436

Year-over-Year Comparison

2023 2022 Change
Revenue $289,512 $285,688 +0.0%
Expenses $229,436 $235,954 0.0%
Net Income $60,076 $49,734 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
250

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JESSIE NIX FOUNDATION PRESIDENT 2.00
Officer Director
$0 $0 $0
ROGER GILLELAND POINT WEST ROTARY PRESIDENT 2.00
Officer Director
$0 $0 $0
MARIA O'NEIL VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
DAVID BLACK TREASURER 2.00
Officer Director
$0 $0 $0
BETH SCHATZ SECRETARY 1.00
Officer Director
$0 $0 $0
TIM MALIPAARD TRUSTEE 1.00
Director
$0 $0 $0
DON RHODES TRUSTEE 1.00
Director
$0 $0 $0
JOHN CASELLI TRUSTEE 1.00
Director
$0 $0 $0
DEAN WILKIE TRUSTEE 1.00
Director
$0 $0 $0
JIM HARE TRUSTEE 1.00
Director
$0 $0 $0
SAMANTHA HOSHIDA TRUSTEE 1.00
Director
$0 $0 $0
RICH PRICE TRUSTEE 1.00
Director
$0 $0 $0
BEA MAUER TRUSTEE 1.00
Director
$0 $0 $0
JOHN PRICE TRUSTEE 1.00
Director
$0 $0 $0
MIKE CENDRO TRUSTEE 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $289,512 $229,436 $1,754,920 $60,076
2023 $285,688 $235,954 $1,580,852 $49,734
2022 $401,455 $217,556 $1,464,941 $183,899
2021 $229,332 $166,031 $1,599,827 $63,301
2020 $207,364 $202,259 $1,235,329 $5,105
2019 $302,102 $271,802 $1,334,107 $30,300
2018 $310,142 $228,870 $1,301,951 $81,272
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