Civic Intelligence

San Joaquin County Housing Authority Scholarship Foundation I

990EZ • Fiscal year 2023 • EIN 27-0395103

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 19, 2024

Organization ProfileN/A
2575 Grand Canal Blvd 200Stockton, CA 95207

(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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

7.9%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$393,591

Up $79,970 (+25%) from 2022

Net Assets

Up

$393,591

Up $79,970 (+25%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$75,595

Up $5,508 (+7.9%) from 2022

Expenses

Up

$28,550

Up $24,249 (+564%) from 2022

Net Income

Down

$47,045

Down $18,741 (-28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2023

Assets$393,591
Liabilities-
Net Assets$393,591
Open 2023 Filing

Operations Trend

Revenue Growth54th 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

2023

Revenue$75,595
Expenses$28,550
Net Income$47,045
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 19, 2024
Return Version
2023v4.0
Gross Receipts
$98,862
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 $28,000 IN EDUCATIONAL SCHOLARSHIPS IN 2023.-$28,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER W RAGSDALEDirector-$0--
MELINDA HAZARDDirector-$0--
THOMAS GERBERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$91,675-$23,267-
Total Events$91,675-$23,267$-23,267
Filing and Contact Details

Filer

Filer Name
San Joaquin County Housing Authority
EIN
27-0395103
Phone
2094605000
Address
2575 GRAND CANAL BLVD 200, STOCKTON, CA 95207

Signing Officer

Name
Melinda Hazard
Title
Director
Signed
2024-02-19
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.1

“Educational scholarships $28000”

Other Expenses.2

“Registration renewal fee $50”

Raw XML Appendix175 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THOMAS LABOUNTY
IRS990EZ/BooksInCareOfDetail/PhoneNum02099469675
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02575 GRAND CANAL BLVD STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0313621
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0393591
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt093585
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt047045
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0313621
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0393591
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt098862
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05277
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0313621
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0393591
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0313621
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0393591
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETER W RAGSDALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELINDA HAZARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS GERBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt032925
IRS990EZ/OtherExpensesTotalAmt028050
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 $28,000 IN EDUCATIONAL SCHOLARSHIPS IN 2023.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023267
IRS990EZ/SpecialEventsNetIncomeLossAmt0-23267
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt028550
IRS990EZ/TotalProgramServiceExpensesAmt028000
IRS990EZ/TotalRevenueAmt075595
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt093585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070271
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027868
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0245141
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05277
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06361
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011638
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt065024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037961
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0102985
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06361
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011638
IRS990ScheduleA/InvestmentIncomeCYPct00.03230
IRS990ScheduleA/InvestmentIncomePYPct00.01830
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96770
IRS990ScheduleA/PublicSupportPY509Pct00.98170
IRS990ScheduleA/PublicSupportTotal509Amt0348126
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065829
IRS990ScheduleA/Total509Grp/TotalAmt0348126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt098862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070271
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065829
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0359764
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt091675
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt091675
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023267
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt091675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt091675
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-23267
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023267
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATIONAL SCHOLARSHIPS $28000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REGISTRATION RENEWAL FEE $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELINDA HAZARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-19
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/AddressLine1Txt02575 GRAND CANAL BLVD 200
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095207
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-02-19T11:06:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAZARD
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$393,591
Liabilities
-
Net assets
$393,591
Revenue
$75,595
Expenses
$28,550
Net income
$47,045
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