Civic Intelligence

San Joaquin County Housing Authority Scholarship Foundation I

990EZ • Fiscal year 2013 • EIN 27-0395103

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 03, 2014

Organization ProfileN/A
421 S El Dorado Street95203

(209) 946-9675

Siviq Scores

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

Liabilities / Assets

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

91st percentile

0.40x

Higher debt load relative to revenue than 91% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

58th percentile

6.2%

Higher net margin than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets78th percentile

Assets

$37,293

No earlier filing loaded for comparison.

Net Assets

$32,793

No earlier filing loaded for comparison.

Liabilities

$4,500

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin58th percentile

Revenue

$11,113

No earlier filing loaded for comparison.

Expenses

$10,420

No earlier filing loaded for comparison.

Net Income

$693

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2013: $37,293Liabilities 2013: $4,500Net Assets 2013: $32,7932013Assets 2014: $40,244Net Assets 2014: $40,2442014Assets 2015: $45,896Net Assets 2015: $45,8962015Assets 2016: $48,439Net Assets 2016: $48,4392016Assets 2017: $88,219Net Assets 2017: $88,2192017Assets 2018: $122,478Net Assets 2018: $122,4782018Assets 2019: $182,100Net Assets 2019: $182,1002019Assets 2020: $212,726Net Assets 2020: $212,7262020Assets 2021: $291,682Net Assets 2021: $291,6822021Assets 2022: $313,621Net Assets 2022: $313,6212022Assets 2023: $393,591Net Assets 2023: $393,5912023Assets 2024: $520,456Liabilities 2024: $0Net Assets 2024: $520,4562024

Highlighted filing

2013

Assets$37,293
Liabilities$4,500
Net Assets$32,793
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2013: $11,113Expenses 2013: $10,420Net Income 2013: $6932013Revenue 2014: $20,229Expenses 2014: $12,778Net Income 2014: $7,4512014Revenue 2015: $15,965Expenses 2015: $10,313Net Income 2015: $5,6522015Revenue 2016: $17,683Expenses 2016: $15,140Net Income 2016: $2,5432016Revenue 2017: $41,955Expenses 2017: $8,175Net Income 2017: $33,7802017Revenue 2018: $65,893Expenses 2018: $22,249Net Income 2018: $43,6442018Revenue 2019: $52,346Expenses 2019: $2,167Net Income 2019: $50,1792019Revenue 2020: $37,498Expenses 2020: $18,642Net Income 2020: $18,8562020Revenue 2021: $74,218Expenses 2021: $18,389Net Income 2021: $55,8292021Revenue 2022: $70,087Expenses 2022: $4,301Net Income 2022: $65,7862022Revenue 2023: $75,595Expenses 2023: $28,550Net Income 2023: $47,0452023Revenue 2024: $127,976Expenses 2024: $21,075Net Income 2024: $106,9012024

Highlighted filing

2013

Revenue$11,113
Expenses$10,420
Net Income$693
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 3, 2014
Return Version
2013v3.1
Gross Receipts
$24,171
Mission and Program Overview

Mission

The organization's primary exempt purpose is to provide annual educational scholarships to students who are residents of publiic housing owned by the san joaquin housing authority.

Program Services

DescriptionGrantsExpenses
THROUGH ONGOING FUNDRAISING EVENTS, THE ORGANIZATION WAS ABLE TO DISTRIBUTE $10,000 IN EDUCATIONAL SCHOLARSHIPS IN 2013.$10,000-
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NELLIE CARTERDirector Emeritus-$0--
BARBARA KAUSSChairman-$0--
ROSA VASQUEZCFO-$0--
ALAN R COONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$20,171$20,171$752$19,419
Total Events$20,171$20,171$13,058$7,113
Filing and Contact Details

Filer

EIN
27-0395103
Phone
2099469675

Signing Officer

Name
Alan R Coon
Title
Secretary
Signed
2014-03-03
Discuss with paid preparer
Yes

Preparer

Preparer
Gary F Giannini
Phone
2094741084
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Educational scholarships $10000”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $4500”

Raw XML Appendix162 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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IRS990EZ/BooksInCareOfDetail/USAddress/City0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095203
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NELLIE CARTER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALAN R COON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Dir. Emeritus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE ANNUAL EDUCATIONAL SCHOLARSHIPS TO STUDENTS WHO ARE RESIDENTS OF PUBLIIC HOUSING OWNED BY THE SAN JOAQUIN HOUSING AUTHORITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THROUGH ONGOING FUNDRAISING EVENTS, THE ORGANIZATION WAS ABLE TO DISTRIBUTE $10,000 IN EDUCATIONAL SCHOLARSHIPS IN 2013.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013058
IRS990EZ/SpecialEventsNetIncomeLossAmt07113
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010420
IRS990EZ/TotalProgramServiceExpensesAmt010000
IRS990EZ/TotalRevenueAmt011113
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06500
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034722
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014426
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0107349
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020171
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0752
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATIONAL SCHOLARSHIPS $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $4500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1001
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN R COON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10SAN JOAQUIN COUNTY HOUSING AUTHORITY
ReturnHeader/Filer/BusinessName/BusinessNameLine20SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0270395103
ReturnHeader/Filer/PhoneNum02099469675
ReturnHeader/Filer/USAddress/AddressLine10421 S EL DORADO STREET
ReturnHeader/Filer/USAddress/City0STOCKTON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Schwartz Giannini Lantsberger & Adamson CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104578 Feather River Drive D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094741084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary F Giannini
ReturnHeader/ReturnTs02014-03-03T16:46:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,293
Liabilities
$4,500
Net assets
$32,793
Revenue
$11,113
Expenses
$10,420
Net income
$693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$1.28$0.21$1.07
2023Detailed filing. Detailed filing data is available for this year.$3.94$3.94$0.76$0.29$0.47
2022Detailed filing. Detailed filing data is available for this year.$3.14$3.14$0.70$0.04$0.66
2021Detailed filing. Detailed filing data is available for this year.$2.92$2.92$0.74$0.18$0.56
2020Detailed filing. Detailed filing data is available for this year.$2.13$2.13$0.37$0.19$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.82$1.82$0.52$0.02$0.50
2018Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.66$0.22$0.44
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.42$0.08$0.34
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.18$0.15$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.16$0.10$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.20$0.13$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.05$0.33$0.11$0.10$0.01