Civic Intelligence

Leadership Stockton Alumni Association

990EZ • Fiscal year 2020 • EIN 68-0175108

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 03, 2021

PO Box 249Stockton, CA 95201

(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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

5.7%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

-2.6%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$57,444

Up $3,109 (+5.7%) from 2019

Net Assets

Up

$57,444

Up $3,109 (+5.7%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$47,633

Down $1,272 (-2.6%) from 2019

Expenses

Up

$35,949

Up $4,442 (+14%) from 2019

Net Income

Down

$11,684

Down $5,714 (-33%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$57,444
Liabilities-
Net Assets$57,444

Operations Trend

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

2020

Revenue$47,633
Expenses$35,949
Net Income$11,684
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 3, 2021
Return Version
2019v5.0
Gross Receipts
$47,633
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.$35,531-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA FLORESTreasurer-$0--
TOBY FARNSWORTHDirector-$0--
KAREN AMESTOYPresident-$0--
RAMES CREELSecretary-$0--
JIM BOCKVice President-$0--
LINDSAY BUREAUXDirector-$0--
SHAUNA BUZUNIS-JACOBDirector-$0--
WAYNE GERMANNDirector-$0--
MEGAN HALLDirector-$0--
DOT LOFSTROMDirector-$0--
ROY PARKDirector-$0--
TIMM QUINNDirector-$0--
ANNA SASSDirector-$0--
REBECCA SEMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Leadership Stockton
EIN
68-0175108
Phone
2094672307
Address
PO BOX 249, STOCKTON, CA 95201

Signing Officer

Name
Melissa Flores
Title
Treasurer
Signed
2021-02-03
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

Advertising and Promotion $1525

Other Expenses.1002

Office Expenses $46

Other Expenses.1

Class of 2019 expenses $19545

Other Expenses.2

Grants - comm fdn of sj $5250

Other Expenses.3

EVENT EXPENSES $3226

Other Expenses.4

LSAA MIXERS $2330

Other Expenses.5

Class of 2020 expenses $1188

Other Expenses.7

CLASS SPONSORSHIP $825

Other Expenses.9

TRAINING $300

Other Expenses.10

BANK CHARGES $118

Other Expenses.11

FEES $25

Raw XML Appendix206 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/PersonNm0MELISSA FLORES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHAUNA BUZUNIS-JACOB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WAYNE GERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MEGAN HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DOT LOFSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ROY PARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11TIMM QUINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ANNA SASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13REBECCA SEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-8575
IRS990EZ/OtherExpensesTotalAmt034378
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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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/PrintingPublicationsPostageAmt01271
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035531
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.leadershipstockton.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0236521
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046263
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0236521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASS OF 2019 EXPENSES $19545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS - COMM FDN OF SJ $5250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVENT EXPENSES $3226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LSAA MIXERS $2330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLASS OF 2020 EXPENSES $1188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CLASS SPONSORSHIP $825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TRAINING $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FEES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA FLORES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADERSHIP STOCKTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0680175108
ReturnHeader/Filer/PhoneNum02094672307
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 249
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095201
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/PreparerPersonNm0Robert S Gross
ReturnHeader/ReturnTs02021-02-03T15:18:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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. 2020 filings • 501(c)3 • <$500k nonprofits