Civic Intelligence

San Joaquin Community Foundation Inc

EIN 26-1476916 • 501(c)3 • Stockton, CA

View Organization Page

Profile

To provide leadership, promote a culture of giving & create resources that address the needs of san joaquin county.

6731 Herndon PlaceStockton, CA 95219

www.cfosj.org

Siviq Scores

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

Liabilities / Assets

71st percentile

0.46x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

2.20x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

4th percentile

-59%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

27th percentile

$177,418

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

27th percentile

-0.8%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-34%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$41,592,361

Down $318,443 (-0.8%) from 2023

Liabilities

Up

$19,222,138

Up $4,620,455 (+32%) from 2023

Net Assets

Down

$22,370,223

Down $4,938,898 (-18%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin4th percentile

Revenue

Down

$8,721,304

Down $4,503,792 (-34%) from 2023

Expenses

Up

$13,862,499

Up $6,101,210 (+79%) from 2023

Net Income

Down

-$5,141,195

Down $10,605,002 (-194%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$60M$40M$20M$0Assets 2011: $2,783,562Liabilities 2011: $204,274Net Assets 2011: $2,579,2882011Assets 2014: $6,761,241Liabilities 2014: $2,645,318Net Assets 2014: $4,115,9232014Assets 2015: $8,910,769Liabilities 2015: $4,027,371Net Assets 2015: $4,883,3982015Assets 2016: $9,647,187Liabilities 2016: $4,713,030Net Assets 2016: $4,934,1572016Assets 2017: $13,930,419Liabilities 2017: $5,904,909Net Assets 2017: $8,025,5102017Assets 2019: $17,653,056Liabilities 2019: $6,228,611Net Assets 2019: $11,424,4452019Assets 2020: $21,230,653Liabilities 2020: $8,451,641Net Assets 2020: $12,779,0122020Assets 2021: $29,819,876Liabilities 2021: $10,224,641Net Assets 2021: $19,595,2352021Assets 2022: $34,658,260Liabilities 2022: $13,409,363Net Assets 2022: $21,248,8972022Assets 2023: $41,910,804Liabilities 2023: $14,601,683Net Assets 2023: $27,309,1212023Assets 2024: $41,592,361Liabilities 2024: $19,222,138Net Assets 2024: $22,370,2232024

Highlighted filing

2024

Assets$41,592,361
Liabilities$19,222,138
Net Assets$22,370,223
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2011: $427,6202011Revenue 2014: $1,433,320Expenses 2014: $1,094,313Net Income 2014: $339,0072014Revenue 2015: $2,278,428Expenses 2015: $1,286,371Net Income 2015: $992,0572015Revenue 2016: $1,671,285Expenses 2016: $1,809,539Net Income 2016: -$138,2542016Revenue 2017: $4,392,553Expenses 2017: $1,497,656Net Income 2017: $2,894,8972017Revenue 2019: $4,867,246Expenses 2019: $3,307,919Net Income 2019: $1,559,3272019Revenue 2020: $5,828,296Expenses 2020: $4,756,565Net Income 2020: $1,071,7312020Revenue 2021: $11,764,048Expenses 2021: $5,699,985Net Income 2021: $6,064,0632021Revenue 2022: $9,000,164Expenses 2022: $5,921,826Net Income 2022: $3,078,3382022Revenue 2023: $13,225,096Expenses 2023: $7,761,289Net Income 2023: $5,463,8072023Revenue 2024: $8,721,304Expenses 2024: $13,862,499Net Income 2024: -$5,141,1952024

Highlighted filing

2024

Revenue$8,721,304
Expenses$13,862,499
Net Income-$5,141,195
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$41,592,361
Liabilities
$19,222,138
Net assets
$22,370,223
Revenue
$8,721,304
Expenses
$13,862,499
Net income
-$5,141,195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.6$19.2$22.4$8.72$13.9$5.14
2023Detailed filing. Detailed filing data is available for this year.$41.9$14.6$27.3$13.2$7.76$5.46
2022Detailed filing. Detailed filing data is available for this year.$34.7$13.4$21.2$9.00$5.92$3.08
2021Detailed filing. Detailed filing data is available for this year.$29.8$10.2$19.6$11.8$5.70$6.06
2020Detailed filing. Detailed filing data is available for this year.$21.2$8.45$12.8$5.83$4.76$1.07
2019Detailed filing. Detailed filing data is available for this year.$17.7$6.23$11.4$4.87$3.31$1.56
2017Detailed filing. Detailed filing data is available for this year.$13.9$5.90$8.03$4.39$1.50$2.89
2016Detailed filing. Detailed filing data is available for this year.$9.65$4.71$4.93$1.67$1.81$0.14
2015Detailed filing. Detailed filing data is available for this year.$8.91$4.03$4.88$2.28$1.29$0.99
2014Detailed filing. Detailed filing data is available for this year.$6.76$2.65$4.12$1.43$1.09$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.20$2.58$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$16,837,250
Mission and Program Overview

Mission

To provide leadership, promote a culture of giving & create resources that address the needs of san joaquin county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,907,079$28,984,186▲ $5,077,107
Cash and Non-Interest-Bearing Accounts$17,242,508$11,829,958▼ $5,412,550
Savings and Temporary Cash Investments$574,937$698,770▲ $123,833
Land, Buildings, and Equipment, Net$30,153$37,750▲ $7,597
Prepaid Expenses and Deferred Charges$26,404$34,861▲ $8,457
Accounts Receivable$129,723$6,836▼ $122,887
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$41,910,804$41,592,361▼ $318,443
Other Assets Total-$0-
Liabilities
Escrow Account Liability$14,126,859$18,248,402▲ $4,121,543
Accounts Payable and Accrued Expenses$474,824$973,736▲ $498,912
Total Liabilities$14,601,683$19,222,138▲ $4,620,455
Net Assets / Fund Balance
Net Assets With Donor Restrictions$24,395,410$18,828,994▼ $5,566,416
Net Assets Without Donor Restrictions$2,913,711$3,541,229▲ $627,518
Total Net Assets Fund Balance$27,309,121$22,370,223▼ $4,938,898
Total Liabilities and Net Assets / Fund Balance$41,910,804$41,592,361▼ $318,443

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,177$30,454$43,631
Leasehold Improvements$22,014$12,127$34,141
Equipment$2,559$5,699$8,258

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$7,009,401$3,149,226▲ $512,510-$10,554,298
2023$6,249,849$60,958▲ $867,301-$7,009,401
2022$2,683,917$4,257,436▼ $635,403$7,000$6,249,849
2021$2,430,873$57,747▲ $216,776-$2,683,917
2020$907,815$1,422,947▲ $116,749-$2,430,873
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Moses ZapienCEO/presidentFT$177,418$177,418

Board Members and Trustees

NameTitle
Peter RagsdaleChairperson
Becky Diel CheshireVice Chair
Cindy FosterDirector
Jean CallahanDirector
Lange LuntaoDirector
Rick MccartyDirector
Gary SinghSecretary
Daryl PetrickTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Thomas PyunConsulting Services685 N REGENT STREET, Stockton, CA 95204$154,000
Taylor WilliamsConsulting Services1447 HARVARD ST APT 8, Santa Monica, CA 90404$124,282
-Consulting Services904 HIGH STREET, Palo Alto, CA 94301$117,500
Beloved Business LLCConsulting Services841 W PART ST, Stockton, CA 95203$110,001
Revenue and Support

Revenue Composition

Contributions and Grants
$7,467,907
Program Service Revenue
$235,353
Investment Income
$1,018,044
Other Revenue
$0
All Other Contributions
$7,467,907
Change in Net Assets
$-5,141,195

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,610,671
Revenue Not Reported on Financial Statements
$110,633
Revenue Not Reported on Form 990
$202,297
Total Revenue per Audited Statements
$8,812,968
Total Revenue per Form 990
$8,721,304
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,674,534
Other Expenses$4,164,323
Salaries, Compensation, and Employee Benefits$1,023,642
Total Fundraising Expense$314,316
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,674,534--$8,674,534
Other Salaries and Wages$226,995$300,193$169,645$696,833
Current Officers, Directors, Trustees, and Key Employees$57,794$76,431$43,193$177,418
Fees for Service Investment Mgmnt Fees$110,633--$110,633
Fees for Services Other$105,647$3,329-$108,976
Other Employee Benefits$30,632$24,109$21,065$75,806
Payroll Taxes$22,061$34,241$17,283$73,585
All Other Expenses$45,885$10,991-$56,876
Occupancy$34,449$15,708-$50,157
Other Expenses$16,391$12,982$63,130$29,373
Fees for Services Accounting-$23,000-$23,000
Travel$11,034$8,173-$19,207
Office Expenses$15,732$1,222-$16,954
Advertising$9,889$7,024-$16,913
Depreciation Depletion-$10,884-$10,884
Insurance$5,734--$5,734
Total Functional Expenses$12,997,875$550,308$314,316$13,862,499

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,862,499
Total Expenses per Form 990$13,862,499
Total Expenses per Audited Statements$13,751,866
Expenses Not Reported on Form 990$-110,633
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached ListStockton, CA--$12,124,904
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
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, Part VI, Section B, Line 11B

“The ceo and director of finance receive a draft of the 990 for review. Once their comments and changes have been addressed, a revised draft of the 990 is forwarded to all board members, via email, for their review and comment. The final version of the 990 is provided to the board members prior to filing.”

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

“Each member of the organization's governing board and all key employees are obligated to disclose and eliminate (if necessary) any potential or actual duality of interest or conflict of interest by signing a policy upon joining the board or upon their date of hire. Each policy is updated at an annual board meeting or on the employee's anniversary date. In the case of such conflicts or the appearance of a conflict, the individual concerned is expected to disclose the conflict prior to making any decisions. Once disclosure has been made, remaining board or committee/task force members will determine whether or not there is a potential conflict of interest. If so, the member involved shall abstain from voting and shall not participate in the discussion of the business item other than to answer specific questions that may be raised by other members.”

Form 990, Part VI, Section B, Line 15A

“Compensation decisions take into account the organization's policies, terms of the chief executive's contract, market based benchmarking data, specific performance metrics, and the outcomes of the annual evaluation. The ceo compensation is approved by the executive committee and ratified by the full board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
San Joaquin Community Foundation Inc
EIN
26-1476916
Phone
2099432375
Address
6731 HERNDON PLACE, STOCKTON, CA 95219

Signing Officer

Name
Michael Duffy
Title
CEO/president
Signed
2025-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Duffy
Formed
2007
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
10
Volunteers
27

Preparer

Firm
Schwartz Giannini Lantsberger & Adamson
Address
3461 Brookside Road Suite E, Stockton, CA 95219
Preparer
Robert S Gross
Phone
2094741084
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has not changed either its oversight process or selection process during the tax year.”

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“The foundation receives, invests and distributes assets under certain agency and intermediary arrangements. The foundation, as the custodian, has legal title to the said funds. However, the funds are reflected as liability because they can be granted back to the agency at anytime upon request.”

Part X : FIN48 Footnote

“The foundation is a nonprofit corporation and is exempt from income taxes under the internal revenue code section 501(c)(3) and california franchise tax regulations section 23701(d) in accordance with its determination letter dated march 6, 2008. The foundation is also considered a publicly supported charity as described in section(s) 509(a)(1) and 170(b)(1)(a)(vi). Accordingly, no provision for federal or state income taxes is made in the accompanying financial statements.”

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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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IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION SERVED AS A FISCAL SPONSOR FOR SEVERAL CHARITABLE INITIATIVES INCLUDING INCLUSIVE ECONOMY FUND TO EMPOWER MARGINALIZED COMMUNITITES AND SUPPORT INCLUSIVE WORKFORCE PLANNING EFFORTS IN THE STOCKTON REGION, AND THE OPEN FOR BUSINESS TECHNICAL ASSISTANCE FUND TO ESTABLISH AND GROW PRIMARILY MINORITY-OWNED SMALL BUSINESSES.
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