Civic Intelligence

San Joaquin a Plus Inc.

990 • Fiscal year 2021 • EIN 51-0536117

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileSJAPLUS.ORG
6731 Herndon PlaceStockton, CA 95219

(209) 593-2333

Siviq Scores

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

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

34th percentile

0.03x

Higher debt load relative to revenue than 34% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

62nd percentile

20%

Higher net margin than 62% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

96th percentile

$332,782

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

24%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$3,892,784

Up $906,984 (+30%) from 2020

Net Assets

Up

$3,775,520

Up $789,720 (+26%) from 2020

Liabilities

Up

$117,264

Up $117,264 from 2020

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin62nd percentile

Revenue

Up

$3,942,790

Up $765,957 (+24%) from 2020

Expenses

Up

$3,153,070

Up $2,922,771 (+1269%) from 2020

Net Income

Down

$789,720

Down $2,156,814 (-73%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$10M$5.0M$0Assets 2011: $50,358Liabilities 2011: $02011Assets 2012: $117,252Liabilities 2012: $02012Assets 2013: $194,036Liabilities 2013: $0Net Assets 2013: $194,0362013Assets 2014: $163,079Net Assets 2014: $163,0792014Assets 2015: $83,784Net Assets 2015: $83,7842015Assets 2016: $65,046Net Assets 2016: $65,0462016Assets 2017: $44,841Net Assets 2017: $44,8412017Assets 2018: $44,266Net Assets 2018: $44,2662018Assets 2019: $39,266Net Assets 2019: $39,2662019Assets 2020: $2,985,800Liabilities 2020: $0Net Assets 2020: $2,985,8002020Assets 2021: $3,892,784Liabilities 2021: $117,264Net Assets 2021: $3,775,5202021Assets 2022: $6,923,080Liabilities 2022: $186,391Net Assets 2022: $6,736,6892022Assets 2023: $8,887,555Liabilities 2023: $166,320Net Assets 2023: $8,721,2352023Assets 2024: $9,444,108Liabilities 2024: $89,356Net Assets 2024: $9,354,7522024

Highlighted filing

2021

Assets$3,892,784
Liabilities$117,264
Net Assets$3,775,520
Open 2021 Filing

Operations Trend

Revenue Growth62nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $81,528Expenses 2011: $160,453Net Income 2011: -$78,9252011Revenue 2012: $132,435Expenses 2012: $65,541Net Income 2012: $66,8942012Revenue 2013: $232,613Expenses 2013: $155,829Net Income 2013: $76,7842013Revenue 2014: $161,153Expenses 2014: $192,110Net Income 2014: -$30,9572014Revenue 2015: $76,306Expenses 2015: $155,601Net Income 2015: -$79,2952015Revenue 2016: $76,945Expenses 2016: $95,683Net Income 2016: -$18,7382016Revenue 2017: $9,169Expenses 2017: $29,374Net Income 2017: -$20,2052017Revenue 2018: $0Expenses 2018: $575Net Income 2018: -$5752018Revenue 2019: $6,000Expenses 2019: $11,000Net Income 2019: -$5,0002019Revenue 2020: $3,176,833Expenses 2020: $230,299Net Income 2020: $2,946,5342020Revenue 2021: $3,942,790Expenses 2021: $3,153,070Net Income 2021: $789,7202021Revenue 2022: $4,552,702Expenses 2022: $1,591,533Net Income 2022: $2,961,1692022Revenue 2023: $3,834,372Expenses 2023: $1,849,826Net Income 2023: $1,984,5462023Revenue 2024: $2,517,185Expenses 2024: $1,994,625Net Income 2024: $522,5602024

Highlighted filing

2021

Revenue$3,942,790
Expenses$3,153,070
Net Income$789,720
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$3,942,790
Mission and Program Overview

Mission

The primary exempt purpose is to support and enhance the education of the community's youth and to create responsible,employable and productive citizens through tutorial and other services and the teaching of school literacy, school readiness, and parent education.

To help students in san joaquin county achieve quality educational outcomes, and in doing so, create a brighter future for our region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,981,735$3,889,141▲ $907,406
Land, Buildings, and Equipment, Net$1,868$2,983▲ $1,115
Prepaid Expenses and Deferred Charges$2,197$660▼ $1,537
Total Assets$2,985,800$3,892,784▲ $906,984
Liabilities
Accounts Payable and Accrued Expenses$0$117,264▲ $117,264
Total Liabilities$0$117,264▲ $117,264
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,985,800$3,775,520▲ $789,720
Total Net Assets Fund Balance$2,985,800$3,775,520▲ $789,720
Total Liabilities and Net Assets / Fund Balance$2,985,800$3,892,784▲ $906,984

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,983$963$3,946
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Don ShalveyPresidentPT$323,569$9,213$332,782
Kai KungCOOFT$244,911$15,093$260,004

Board Members and Trustees

NameTitle
Don WileyDirector
Jose RodriguezDirector
Kevin ShaferDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$3,942,790
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,522,500
Change in Net Assets
$789,720

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,942,790
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,942,790
Total Revenue per Form 990
$3,942,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,315,897
Salaries, Compensation, and Employee Benefits$761,350
Other Expenses$75,823
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,742,973--$1,742,973
Current Officers, Directors, Trustees, and Key Employees$444,590$148,196-$592,786
Grants to Domestic Orgs$572,924--$572,924
Other Salaries and Wages$98,367$32,789-$131,156
Payroll Taxes$24,788$8,263-$33,051
Fees for Services Other$22,875$7,625-$30,500
Occupancy$13,016$4,339-$17,355
Office Expenses$7,197$2,397-$9,594
Advertising$4,455$1,485-$5,940
Insurance$3,719$1,240-$4,959
Travel$3,440$1,146-$4,586
Other Employee Benefits$3,267$1,090-$4,357
Other Expenses$1,103$367-$1,470
Fees for Services Legal-$923-$923
Depreciation Depletion$372$124-$496
Total Functional Expenses$2,943,086$209,984$0$3,153,070

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,153,070
Total Expenses per Audited Statements$3,153,070
Total Expenses per Form 990$3,153,070
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tola Organizing AcademyOakland, CA501(c)(3)Community Organizing Support$200,000
Empower SchoolsBoston, MA501(c)(3)School Design Support$148,799
Pace Education StrategiesWashington, DC501(c)(3)Communications Consulting Support$124,018
Jobs for the FutureBoston, MA501(c)(3)School Design Support$60,487
Vistashare LLCHarrisonburg, VA-Csa Program Support$18,520
Change ResearchBerkeley, CA501(c)(3)Polling$13,300
Results in Education FoundationRochester, MI-San Joaquin County Landscape Analysis$7,800
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
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
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, Part VI, Section B, Line 11B

“The form 990 is provided to and reviewed by the officers prior to filing. A final copy is provided to the board prior to filing. Subsequent to filing, form 990 is presented to the governing body for review and discussion.”

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

“San joaquin a plus personnel are required to disclose promptly and fully any poterntial conflict to the relevant decision-maker before participating in any decesion in which they have a potential conflict of interest. The decesion-maker will investigate and document the decision. Any member that believes that another member has failed to disclose a potential conflict of interest should inform the decesion-maker so any potential conflict can be investigated and corrective action can be taken. The board periodically reviews this policy and at such time each board member will certifiy their understanding and compliance with the policy.”

Form 990, Part VI, Section C, Line 19

“The organization does not make these documents available to the public.”

Filing and Contact Details

Filer

Filer Name
San Joaquin a Plus Inc
EIN
51-0536117
Phone
2095932333
Address
6731 HERNDON PLACE, STOCKTON, CA 95219

Signing Officer

Name
Don Shalvey
Title
President
Phone
2099432222
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Shalvey
Formed
2005
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
3
Volunteers
0

Preparer

Firm
Bowman & Company Llp
Address
10100 TRINITY PARKWAYSTE 310, STOCKTON, CA 95219
Preparer
Tara Eastwood
Phone
2094731040
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 X, LINE 2:

“The organization is exempt from federal income taxes under irc sec. 501(c)(3) and state income tax under section 23701(d) of the california revenue and taxation code. The organization is classified by the internal revenue service as an other-than-private foundation. Accordingly, no provision for federal or state income taxes is made in the accompanying financial statements. The organization's forms 990, return of organization exempt from income tax, are subject to examination by the irs, generally for three to four years after they are filed.”

Raw XML AppendixShowing 400 of 492 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0117264
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO HELP STUDENTS IN SAN JOAQUIN COUNTY ACHIEVE QUALITY EDUCATIONAL OUTCOMES, AND IN DOING SO, CREATE A BRIGHTER FUTURE FOR OUR REGION.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01485
IRS990/AdvertisingGrp/ProgramServicesAmt04455
IRS990/AdvertisingGrp/TotalAmt05940
IRS990/AllOtherContributionsAmt01522500
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum02095932333
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06731 HERNDON PLACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095219
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02981735
IRS990/CashNonInterestBearingGrp/EOYAmt03889141
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0148196
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0444590
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0592786
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03942790
IRS990/CYGrantsAndSimilarPaidAmt02315897
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt075823
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0789720
IRS990/CYSalariesCompEmpBnftPaidAmt0761350
IRS990/CYTotalExpensesAmt03153070
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03942790
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0124
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0372
IRS990/DepreciationDepletionGrp/TotalAmt0496
IRS990/Desc0SAN JOAQUIN A+ PARTNERS WITH LOCAL FAMILIES, EDUCATION, AND WORKFORCE PARTNERS TO SET A VISION FOR HOW OUR COMMUNITY CAN STREGHTEN THE LINK BETWEEN EDUCATION AND THE ECONOMY, TO ENSURE THAT MORE OF OUR YOUNG PEOPLE ARE GRADUATING HIGH SCHOOL WITH THE KNOWLEDGE, SKILLS, CREDENTIALS AND CAPITAL THEY NEED TO SECURE FAMILY-SUSTAINING JOBS BY THE AGE OF 26.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02943086
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0923
IRS990/FeesForServicesLegalGrp/TotalAmt0923
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07625
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt022875
IRS990/FeesForServicesOtherGrp/TotalAmt030500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt09213
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt415093
IRS990/Form990PartVIISectionAGrp/PersonNm0DON SHALVEY
IRS990/Form990PartVIISectionAGrp/PersonNm1DON WILEY
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSE RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN SHAFER
IRS990/Form990PartVIISectionAGrp/PersonNm4KAI KUNG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0323569
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4244911
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4COO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt02420290
IRS990/GrantAmt02315897
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01742973
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01742973
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0572924
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0572924
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03942790
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01240
IRS990/InsuranceGrp/ProgramServicesAmt03719
IRS990/InsuranceGrp/TotalAmt04959
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0963
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01868
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02983
IRS990/LandBldgEquipCostOrOtherBssAmt03946
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY EXEMPT PURPOSE IS TO SUPPORT AND ENHANCE THE EDUCATION OF THE COMMUNITY'S YOUTH AND TO CREATE RESPONSIBLE, EMPLOYABLE AND PRODUCTIVE CITIZENS THROUGH TUTORIAL AND OTHER SERVICES AND THE TEACHING OF SCHOOL LITERACY, SCHOOL READINESS, AND PARENT EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02985800
IRS990/NetAssetsOrFundBalancesEOYAmt03775520
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02985800
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03775520
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04339
IRS990/OccupancyGrp/ProgramServicesAmt013016
IRS990/OccupancyGrp/TotalAmt017355
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02397
IRS990/OfficeExpensesGrp/ProgramServicesAmt07197
IRS990/OfficeExpensesGrp/TotalAmt09594
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01090
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03267
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04357
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0367
IRS990/OtherExpensesGrp/ProgramServicesAmt01103
IRS990/OtherExpensesGrp/TotalAmt01470
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032789
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt098367
IRS990/OtherSalariesAndWagesGrp/TotalAmt0131156
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08263
IRS990/PayrollTaxesGrp/ProgramServicesAmt024788
IRS990/PayrollTaxesGrp/TotalAmt033051
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02197
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0660
IRS990/PrincipalOfficerNm0DON SHALVEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03176833
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt042317
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02946534
IRS990/PYSalariesCompEmpBnftPaidAmt0187982
IRS990/PYTotalExpensesAmt0230299
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03176833
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0789720
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03942790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03176833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09169
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07134792
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt07134792
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03942790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03176833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09169
IRS990ScheduleA/Total509Grp/TotalAmt07134792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03942790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03176833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09169
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07134792
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02983
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0963
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03946
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03153070
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03942790
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SEC. 501(C)(3) AND STATE INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN OTHER-THAN-PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE TO FOUR YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02983
IRS990ScheduleD/TotalExpensesPerForm990Amt03153070
IRS990ScheduleD/TotalRevenuePerForm990Amt03942790
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03942790
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03153070
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0108723
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11634250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/RecipientTable/CashGrantAmt0124018
IRS990ScheduleI/RecipientTable/CashGrantAmt160487
IRS990ScheduleI/RecipientTable/CashGrantAmt213300
IRS990ScheduleI/RecipientTable/CashGrantAmt3148799
IRS990ScheduleI/RecipientTable/CashGrantAmt4200000
IRS990ScheduleI/RecipientTable/CashGrantAmt518520
IRS990ScheduleI/RecipientTable/CashGrantAmt67800
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNICATIONS CONSULTING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOOL DESIGN SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2POLLING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SCHOOL DESIGN SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4COMMUNITY ORGANIZING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CSA PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SAN JOAQUIN COUNTY LANDSCAPE ANALYSIS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PACE EDUCATION STRATEGIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1JOBS FOR THE FUTURE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHANGE RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3EMPOWER SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4TOLA ORGANIZING ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5VISTASHARE LLC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6RESULTS IN EDUCATION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0273069592
IRS990ScheduleI/RecipientTable/RecipientEIN1061164568
IRS990ScheduleI/RecipientTable/RecipientEIN2822257766
IRS990ScheduleI/RecipientTable/RecipientEIN3043534001
IRS990ScheduleI/RecipientTable/RecipientEIN4821791727
IRS990ScheduleI/RecipientTable/RecipientEIN5542032522
IRS990ScheduleI/RecipientTable/RecipientEIN6470988089
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01625 K STREET NW SUITE 400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt188 BROAD STREET FL 8
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 10193
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt39 MENLO STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4191 RIDGEWAY AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51400 TECHNOLOGY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6511 OLDE TOWNE ROAD 80548
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BERKELEY
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm5HARRISONBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm6ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020006
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd102110
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294709
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd302135
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd494611
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd522802
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd6483089998
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0323569
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1244911
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt09213
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt115093
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DON SHALVEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KAI KUNG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0332782
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1260004
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE OFFICERS PRIOR TO FILING. A FINAL COPY IS PROVIDED TO THE BOARD PRIOR TO FILING. SUBSEQUENT TO FILING, FORM 990 IS PRESENTED TO THE GOVERNING BODY FOR REVIEW AND DISCUSSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SAN JOAQUIN A PLUS PERSONNEL ARE REQUIRED TO DISCLOSE PROMPTLY AND FULLY ANY POTERNTIAL CONFLICT TO THE RELEVANT DECISION-MAKER BEFORE PARTICIPATING IN ANY DECESION IN WHICH THEY HAVE A POTENTIAL CONFLICT OF INTEREST. THE DECESION-MAKER WILL INVESTIGATE AND DOCUMENT THE DECISION. ANY MEMBER THAT BELIEVES THAT ANOTHER MEMBER HAS FAILED TO DISCLOSE A POTENTIAL CONFLICT OF INTEREST SHOULD INFORM THE DECESION-MAKER SO ANY POTENTIAL CONFLICT CAN BE INVESTIGATED AND CORRECTIVE ACTION CAN BE TAKEN. THE BOARD PERIODICALLY REVIEWS THIS POLICY AND AT SUCH TIME EACH BOARD MEMBER WILL CERTIFIY THEIR UNDERSTANDING AND COMPLIANCE WITH THE POLICY.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,892,784
Liabilities
$117,264
Net assets
$3,775,520
Revenue
$3,942,790
Expenses
$3,153,070
Net income
$789,720
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.44$0.09$9.35$2.52$1.99$0.52
2023Detailed filing. Detailed filing data is available for this year.$8.89$0.17$8.72$3.83$1.85$1.98
2022Detailed filing. Detailed filing data is available for this year.$6.92$0.19$6.74$4.55$1.59$2.96
2021Detailed filing. Detailed filing data is available for this year.$3.89$0.12$3.78$3.94$3.15$0.79
2020Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$3.18$0.23$2.95
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.01$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.01$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.08$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.08$0.16$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.16$0.19$0.03
2013Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$0.23$0.16$0.08
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.13$0.07$0.07
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.08$0.16$0.08