Civic Intelligence

Joe Baca Foundation

990 • Fiscal year 2022 • EIN 20-5631113

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 13, 2023

1850 N Magnolia AvenueRialto, CA 92376

(909) 725-3838

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

49th percentile

3.8%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

51st percentile

1.9%

Faster asset growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Up

$21,115

Up $391 (+1.9%) from 2021

Net Assets

Up

$21,115

Up $391 (+1.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$10,200

Up $12,016 (+662%) from 2021

Expenses

Up

$9,809

Up $7,096 (+262%) from 2021

Net Income

Up

$391

Up $4,920 (+109%) from 2021

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $39,854Liabilities 2010: $0Net Assets 2010: $39,8542010Assets 2011: $26,273Liabilities 2011: $0Net Assets 2011: $26,2732011Assets 2012: $15,443Liabilities 2012: $0Net Assets 2012: $15,4432012Assets 2013: $21,530Liabilities 2013: $0Net Assets 2013: $21,5302013Assets 2014: $26,622Liabilities 2014: $0Net Assets 2014: $26,6222014Assets 2015: $22,144Liabilities 2015: $0Net Assets 2015: $22,1442015Assets 2016: $26,347Liabilities 2016: $0Net Assets 2016: $26,3472016Assets 2017: $40,815Liabilities 2017: $0Net Assets 2017: $40,8152017Assets 2018: $36,274Liabilities 2018: $0Net Assets 2018: $36,2742018Assets 2019: $35,578Liabilities 2019: $0Net Assets 2019: $35,5782019Assets 2020: $25,253Liabilities 2020: $0Net Assets 2020: $25,2532020Assets 2021: $20,724Liabilities 2021: $0Net Assets 2021: $20,7242021Assets 2022: $21,115Liabilities 2022: $0Net Assets 2022: $21,1152022Assets 2023: $23,092Liabilities 2023: $0Net Assets 2023: $23,0922023Assets 2024: $29,032Liabilities 2024: $0Net Assets 2024: $29,0322024

Highlighted filing

2022

Assets$21,115
Liabilities$0
Net Assets$21,115

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $132,040Expenses 2010: $145,657Net Income 2010: -$13,6172010Revenue 2011: $100,111Expenses 2011: $113,692Net Income 2011: -$13,5812011Revenue 2012: $91,394Expenses 2012: $102,224Net Income 2012: -$10,8302012Revenue 2013: $43,360Expenses 2013: $37,273Net Income 2013: $6,0872013Revenue 2014: $38,390Expenses 2014: $33,298Net Income 2014: $5,0922014Revenue 2015: $27,865Expenses 2015: $32,343Net Income 2015: -$4,4782015Revenue 2016: $24,339Expenses 2016: $20,136Net Income 2016: $4,2032016Revenue 2017: $32,189Expenses 2017: $17,721Net Income 2017: $14,4682017Revenue 2018: $17,955Expenses 2018: $22,496Net Income 2018: -$4,5412018Revenue 2019: $17,700Expenses 2019: $18,396Net Income 2019: -$6962019Revenue 2020: $917Expenses 2020: $11,242Net Income 2020: -$10,3252020Revenue 2021: -$1,816Expenses 2021: $2,713Net Income 2021: -$4,5292021Revenue 2022: $10,200Expenses 2022: $9,809Net Income 2022: $3912022Revenue 2023: $11,600Expenses 2023: $9,623Net Income 2023: $1,9772023Revenue 2024: $14,528Expenses 2024: $8,588Net Income 2024: $5,9402024

Highlighted filing

2022

Revenue$10,200
Expenses$9,809
Net Income$391
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 13, 2023
Return Version
2022v5.0
Gross Receipts
$10,200
Mission and Program Overview

Mission

Annual Turkey Giveaway, School Scholarships, Community Donations and Youth Sports Equipments donations

School Scholarships, Community Donations and Youth Sports Equipments donations

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$20,724$21,115▲ $391
Rtn Earn Endowment Incm Other Fnds$20,724$21,115▲ $391
Total Assets$20,724$21,115▲ $391
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,724$21,115▲ $391
Total Liabilities and Net Assets / Fund Balance$20,724$21,115▲ $391
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara BacaPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,200
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$391
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,809
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$7,850--$7,850
Office Expenses-$789-$789
Insurance-$645-$645
Fees for Services Accounting-$525-$525
Total Functional Expenses$7,850$1,959$0$9,809
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
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

Original printed return was provided to officers of the board of Joe Baca Foundation for review and acceptance prior to mailing and signing of return for filing

Governing documents etc available to public Part VI line 19

Tax returns and financial statements are available upon request of any member of Joe Baca Foundation upon request with an active Board Member

Filing and Contact Details

Filer

Filer Name
Joe Baca Foundation
EIN
20-5631113
Address
1850 N Magnolia Avenue, Rialto, CA 92376

Signing Officer

Name
Barbara Baca
Title
President
Phone
9095872811
Signed
2023-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Baca
Formed
2006
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

Firm
RMS Financial Services
Address
12672 Limonite Ave Ste 3E-213, Eastvale, CA 92880
Preparer
Robert M Schumm Sr
Phone
9514440727
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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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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.15$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.12$0.10$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.10$0.10$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.02$0.03$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01$0.11$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.18$0.18$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.18$0.22$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.32$0.18$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.24$0.20$0.04
2015Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$0.28$0.32$0.04
2014Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.38$0.33$0.05
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$0.43$0.37$0.06
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.91$1.02$0.11
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$1.00$1.14$0.14
2010Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$1.32$1.46$0.14