Civic Intelligence

Leadership Stockton Alumni Association

990EZ • Fiscal year 2018 • EIN 68-0175108

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

Organization Profilewww.leadershipstockton.com
PO Box 7572Stockton, CA 95267

(209) 467-2307

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

79th percentile

34%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

4.5%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,937

Up $9,362 (+34%) from 2017

Net Assets

Up

$36,937

Up $9,362 (+34%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Up

$53,067

Up $2,271 (+4.5%) from 2017

Expenses

Down

$43,705

Down $365 (-0.8%) from 2017

Net Income

Up

$9,362

Up $2,636 (+39%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$100K$50K$0Assets 2011: $11,548Liabilities 2011: $02011Assets 2012: $7,789Liabilities 2012: $02012Assets 2013: $8,129Net Assets 2013: $8,1292013Assets 2014: $5,888Net Assets 2014: $5,8882014Assets 2015: $10,372Net Assets 2015: $10,3722015Assets 2017: $27,575Net Assets 2017: $27,5752017Assets 2018: $36,937Net Assets 2018: $36,9372018Assets 2019: $54,335Net Assets 2019: $54,3352019Assets 2020: $57,444Net Assets 2020: $57,4442020Assets 2021: $29,016Net Assets 2021: $29,0162021Assets 2022: $39,726Net Assets 2022: $39,7262022Assets 2023: $85,704Net Assets 2023: $85,7042023Assets 2024: $53,269Net Assets 2024: $53,2692024Assets 2025: $32,780Net Assets 2025: $32,7802025

Highlighted filing

2018

Assets$36,937
Liabilities-
Net Assets$36,937
Open 2018 Filing

Operations Trend

Revenue Growth55th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $28,348Expenses 2011: $31,097Net Income 2011: -$2,7492011Revenue 2012: $30,189Expenses 2012: $33,948Net Income 2012: -$3,7592012Revenue 2013: $30,436Expenses 2013: $30,096Net Income 2013: $3402013Revenue 2014: $41,470Expenses 2014: $42,884Net Income 2014: -$1,4142014Revenue 2015: $26,344Expenses 2015: $21,860Net Income 2015: $4,4842015Revenue 2017: $50,796Expenses 2017: $44,070Net Income 2017: $6,7262017Revenue 2018: $53,067Expenses 2018: $43,705Net Income 2018: $9,3622018Revenue 2019: $48,905Expenses 2019: $31,507Net Income 2019: $17,3982019Revenue 2020: $47,633Expenses 2020: $35,949Net Income 2020: $11,6842020Revenue 2021: $31,466Expenses 2021: $59,894Net Income 2021: -$28,4282021Revenue 2022: $17,640Expenses 2022: $6,930Net Income 2022: $10,7102022Revenue 2023: $134,365Expenses 2023: $88,387Net Income 2023: $45,9782023Revenue 2024: $100,599Expenses 2024: $133,034Net Income 2024: -$32,4352024Revenue 2025: $88,692Expenses 2025: $109,181Net Income 2025: -$20,4892025

Highlighted filing

2018

Revenue$53,067
Expenses$43,705
Net Income$9,362
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$62,050
Mission and Program Overview

Mission

To foster and support education and leadership in san joaquin county, california, and surrounding areas and to distribute funds to other charities recognized by the internal revenue service and the state of california as tax-exempt organizations.

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION HAS PROVIDED LEADERSHIP TRAINING TO OVER TWO HUNDRED INDIVIDUALS AND PROVIDED SUPPORT TO LOCAL CHARITIES.$42,428-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE BANUELOSTreasurer-$0--
ADAM CHESHIREVice President-$0--
JEHNA STEINWERTSecretary-$0--
CHRIS KAYPresident-$0--
Filing and Contact Details

Filer

Filer Name
Leadership Stockton
EIN
68-0175108
Phone
2094672307
Address
PO BOX 7572, STOCKTON, CA 95267

Signing Officer

Name
Stephanie Banuelos
Title
Treasurer
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz Giannini Lantsberger & Adamson CPAs
Address
4578 Feather River Drive D, Stockton, CA 95219
Preparer
Robert S Gross
Phone
2094741084
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $336”

Other Expenses.1002

“Office Expenses $65”

Other Expenses.1012

“Insurance $942”

Other Expenses.1

“Class of 2018 expenses $34336”

Other Expenses.3

“DONATIONS $1250”

Other Expenses.4

“LSAA MIXERS $979”

Other Expenses.6

“AWARDS $583”

Other Expenses.7

“SCHOLARSHIPS $575”

Other Expenses.8

“CLASS GIFTS $536”

Other Expenses.9

“Class of 2017 expenses $500”

Other Expenses.10

“TRAINING $500”

Other Expenses.11

“EVENT EXPENSES $294”

Other Expenses.12

“DUES $274”

Other Expenses.13

“FEES $80”

Other Expenses.14

“BANK CHARGES $35”

Raw XML Appendix173 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/PersonNm0STEPHANIE BANUELOS
IRS990EZ/BooksInCareOfDetail/PhoneNum02099432222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 7572
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0952670572
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027575
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036937
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050772
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09362
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027575
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036937
IRS990EZ/FundraisingGrossIncomeAmt011278
IRS990EZ/GrossReceiptsAmt062050
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027575
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036937
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027575
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036937
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE BANUELOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADAM CHESHIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEHNA STEINWERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS KAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041285
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER AND SUPPORT EDUCATION AND LEADERSHIP IN SAN JOAQUIN COUNTY, CALIFORNIA, AND SURROUNDING AREAS AND TO DISTRIBUTE FUNDS TO OTHER CHARITIES RECOGNIZED BY THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA AS TAX-EXEMPT ORGANIZATIONS.
IRS990EZ/PrintingPublicationsPostageAmt02120
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION HAS PROVIDED LEADERSHIP TRAINING TO OVER TWO HUNDRED INDIVIDUALS AND PROVIDED SUPPORT TO LOCAL CHARITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042428
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08983
IRS990EZ/SpecialEventsNetIncomeLossAmt02295
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043705
IRS990EZ/TotalProgramServiceExpensesAmt042428
IRS990EZ/TotalRevenueAmt053067
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.leadershipstockton.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0218533
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0218533
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046263
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041470
IRS990ScheduleA/Total509Grp/TotalAmt0218533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046263
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041470
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0218533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASS OF 2018 EXPENSES $34336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DONATIONS $1250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LSAA MIXERS $979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AWARDS $583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOLARSHIPS $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CLASS GIFTS $536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CLASS OF 2017 EXPENSES $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TRAINING $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11EVENT EXPENSES $294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DUES $274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FEES $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BANK CHARGES $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE BANUELOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADERSHIP STOCKTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0680175108
ReturnHeader/Filer/PhoneNum02094672307
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7572
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095267
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680290029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schwartz Giannini Lantsberger & Adamson CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04578 Feather River Drive D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094741084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert S Gross
ReturnHeader/ReturnTs02018-11-12T10:19:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,937
Liabilities
-
Net assets
$36,937
Revenue
$53,067
Expenses
$43,705
Net income
$9,362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.89$1.09$0.20
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.01$1.33$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.86$1.34$0.88$0.46
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.18$0.07$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.31$0.60$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.48$0.36$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.49$0.32$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.53$0.44$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.51$0.44$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.26$0.22$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.41$0.43$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.30$0.30$0.00
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.30$0.34$0.04
2011Summary only. Only limited summary data is available for this year.$0.12$0.00$0.28$0.31$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits