Civic Intelligence

San Joaquin County Housing Authority Scholarship Foundation I

990EZ • Fiscal year 2019 • EIN 27-0395103

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 18, 2020

Organization ProfileN/A
421 S El Dorado StreetStockton, CA 95203

(209) 460-5000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$182,100

Up $59,622 (+49%) from 2018

Net Assets

Up

$182,100

Up $59,622 (+49%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

$52,346

Down $13,547 (-21%) from 2018

Expenses

Down

$2,167

Down $20,082 (-90%) from 2018

Net Income

Up

$50,179

Up $6,535 (+15%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

2019

Assets$182,100
Liabilities-
Net Assets$182,100
Open 2019 Filing

Operations Trend

Revenue Growth24th percentile

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

2019

Revenue$52,346
Expenses$2,167
Net Income$50,179
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 18, 2020
Return Version
2019v5.0
Gross Receipts
$68,895
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 $13,634 IN EDUCATIONAL SCHOLARSHIPS IN 2019.$13,634-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB HARMONDirector-$0--
MICHAEL HUBERDirector-$0--
ROSA VASQUEZDirector-$0--
THOMAS LABOUNTYSecretary-$0--
TRACY JACKSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$37,961$37,961$5,358$32,603
Total Events$37,961$37,961$16,549$21,412
Filing and Contact Details

Filer

Filer Name
San Joaquin County Housing Authority
EIN
27-0395103
Phone
2094605000
Address
421 S EL DORADO STREET, STOCKTON, CA 95203

Signing Officer

Name
Thomas Labounty
Title
Secretary
Signed
2020-02-18
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $497”

Other Expenses.1

“MISCELLANEOUS $1245”

Raw XML Appendix170 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/OfficerDirectorTrusteeEmplGrp/PersonNm4TRACY JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt09443
IRS990EZ/OtherExpensesTotalAmt01742
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 $13,634 IN EDUCATIONAL SCHOLARSHIPS IN 2019.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013634
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016549
IRS990EZ/SpecialEventsNetIncomeLossAmt021412
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087001
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt037961
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS $1245
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS LABOUNTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN COUNTY HOUSING AUTHORITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0270395103
ReturnHeader/Filer/PhoneNum02094605000
ReturnHeader/Filer/USAddress/AddressLine1Txt0421 S EL DORADO STREET
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680290029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schwartz Giannini Lantsberger & Adamson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03461 Brookside Road Suite E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094741084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nikolas Torres
ReturnHeader/ReturnTs02020-02-18T16:42:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,100
Liabilities
-
Net assets
$182,100
Revenue
$52,346
Expenses
$2,167
Net income
$50,179
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits