Civic Intelligence

Library and Literacy Foundation of San Joaquin County

990 • Fiscal year 2022 • EIN 68-0238404

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 17, 2023

Organization ProfileWWW.SJCLITERACY.ORG
6731 Herndon PlaceStockton, CA 95219

(209) 943-2375

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

48th percentile

0.07x

Higher debt load relative to revenue than 48% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-413%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

18th percentile

-11%

Faster asset growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-82%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,944,053

Down $242,191 (-11%) from 2021

Net Assets

Down

$1,943,135

Down $243,109 (-11%) from 2021

Liabilities

Up

$918

Up $918 from 2021

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin1st percentile

Revenue

Down

$12,903

Down $59,063 (-82%) from 2021

Expenses

Up

$66,156

Up $23,358 (+55%) from 2021

Net Income

Down

-$53,253

Down $82,421 (-283%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,528,955Liabilities 2011: $1,027Net Assets 2011: $1,527,9282011Assets 2012: $1,624,831Liabilities 2012: $5,668Net Assets 2012: $1,619,1632012Assets 2013: $1,639,019Liabilities 2013: $0Net Assets 2013: $1,639,0192013Assets 2014: $1,756,962Liabilities 2014: $0Net Assets 2014: $1,756,9622014Assets 2015: $1,731,140Liabilities 2015: $9,375Net Assets 2015: $1,721,7652015Assets 2016: $1,805,860Liabilities 2016: $0Net Assets 2016: $1,805,8602016Assets 2017: $1,827,992Liabilities 2017: $0Net Assets 2017: $1,827,9922017Assets 2018: $1,838,332Liabilities 2018: $0Net Assets 2018: $1,838,3322018Assets 2019: $2,012,365Liabilities 2019: $40,582Net Assets 2019: $1,971,7832019Assets 2020: $2,046,002Liabilities 2020: $3,197Net Assets 2020: $2,042,8052020Assets 2021: $2,186,244Liabilities 2021: $0Net Assets 2021: $2,186,2442021Assets 2022: $1,944,053Liabilities 2022: $918Net Assets 2022: $1,943,1352022Assets 2023: $1,963,072Liabilities 2023: $3,518Net Assets 2023: $1,959,5542023

Highlighted filing

2022

Assets$1,944,053
Liabilities$918
Net Assets$1,943,135
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $98,048Expenses 2011: $95,816Net Income 2011: $2,2322011Expenses 2012: $49,2222012Expenses 2013: $67,9162013Revenue 2014: $99,965Expenses 2014: $60,101Net Income 2014: $39,8642014Revenue 2015: $59,902Expenses 2015: $84,698Net Income 2015: -$24,7962015Revenue 2016: $98,472Expenses 2016: $64,474Net Income 2016: $33,9982016Revenue 2017: $62,030Expenses 2017: $66,418Net Income 2017: -$4,3882017Revenue 2018: $77,962Expenses 2018: $60,071Net Income 2018: $17,8912018Revenue 2019: $53,965Expenses 2019: $23,835Net Income 2019: $30,1302019Revenue 2020: $55,961Expenses 2020: $48,571Net Income 2020: $7,3902020Revenue 2021: $71,966Expenses 2021: $42,798Net Income 2021: $29,1682021Revenue 2022: $12,903Expenses 2022: $66,156Net Income 2022: -$53,2532022Revenue 2023: $34,895Expenses 2023: $106,768Net Income 2023: -$71,8732023

Highlighted filing

2022

Revenue$12,903
Expenses$66,156
Net Income-$53,253
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 17, 2023
Return Version
2021v4.2
Gross Receipts
$12,903
Mission and Program Overview

Mission

The foundation's mission is to support programs that foster literacy and support the power of reading to enrich lives.

To support programs that foster literacy and support the power of reading.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,034,421$1,801,298▼ $233,123
Savings and Temporary Cash Investments$151,823--
Cash and Non-Interest-Bearing Accounts-$142,755-
Total Assets$2,186,244$1,944,053▼ $242,191
Liabilities
Accounts Payable and Accrued Expenses-$918-
Total Liabilities$0$918▲ $918
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,000,000$1,000,000→ $0
Net Assets Without Donor Restrictions$1,186,244$943,135▼ $243,109
Total Net Assets Fund Balance$2,186,244$1,943,135▼ $243,109
Total Liabilities and Net Assets / Fund Balance$2,186,244$1,944,053▼ $242,191

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,034,322$7,476▼ $189,341-$1,801,298
2020$1,884,022-▲ $184,837-$2,034,322
2019$1,943,616-▲ $80,960$101,394$1,884,022
2018$1,700,797$100,000▲ $153,857-$1,943,616
2017$1,544,649$125,257▲ $51,383-$1,700,797
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Frances RichardsonPresident (eff 1/22)
Nathan WerthPresident (thru 1/22)
Aleena ContrerasDirector
Anna SassDirector
Folorunso AshaoluDirector
Michiko SotoDirector
Nicholas SanchezSecretary
Moses ZapienTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,486
Program Service Revenue
$0
Investment Income
$46,188
Other Revenue
$-45,771
All Other Contributions
$7,486
Change in Net Assets
$-53,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,762
Other Expenses$32,394
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,762--$33,762
Fees for Service Investment Mgmnt Fees-$20,155-$20,155
Insurance-$2,100-$2,100
Fees for Services Accounting-$1,800-$1,800
Office Expenses-$618-$618
Fees for Services Other-$542-$542
All Other Expenses-$295-$295
Other Expenses$6,854$30-$30
Total Functional Expenses$40,616$25,540$0$66,156
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of San JoaquinStockton, CA501(c)(3)To Support 209gives and Other Community Literacy Programs.$17,000
Giving Opportunities to KidsLodi, CA501(c)(3)To Support the Literacy Efforts of the Organization in the Lodi Unified School District.$10,000
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
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 990 is reviewed and approved by the treasurer. All board members receive the approved copy of the 990 prior to filing.”

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

“The conflict of interest policy is reviewed at the annual board meeting.”

Form 990, Part VI, Section C, Line 19

“The foundation makes these documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Library and Literacy Foundation
EIN
68-0238404
Phone
2099432375
Address
6731 HERNDON PLACE, STOCKTON, CA 95219

Signing Officer

Name
Moses Zapien
Title
Treasurer
Phone
2099432375
Signed
2023-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Moses Zapien
Formed
1990
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
6

Preparer

Firm
Bowman & Company Llp
Address
10100 TRINITY PARKWAYSTE 310, STOCKTON, CA 95219
Preparer
Tobbie J Wells
Phone
2094731040
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation uses the endowment funds to further their mission of supporting programs that foster literacy and support the power of reading while maintaining the restrictions placed on the permanent endowment.”

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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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IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO SUPPORT PROGRAMS THAT FOSTER LITERACY AND SUPPORT THE POWER OF READING. THE PURPOSE OF THE FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT AND INCREASE PUBLIC AWARENESS OF LIBRARY PROGRAMS AND NEEDS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0IN RESPONSE TO THE PANDEMIC, THE FOUNDATION CONTRIBUTED GRANT FUNDS TOWARD 209GIVES TO ASSIST WITH COMMUNITY NEEDS RELATED TO THE PANDEMIC TO INCLUDE READING FOR ENTERTAINMENT AND EDUCATION WHILE LIBRARIES AND SCHOOLS WERE CLOSED.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0DUE TO THE CONTINUED EFFECTS OF THE PANDEMIC, THE FOUNDATION DID NOT HOST THEIR ANNUAL TRIVIA BEE, WHICH IS WHERE THE ORGANIZATION GENERATES MOST OF ITS CONTRIBUTION REVENUE. MANAGEMENT EXPECTS TO HOST THE EVENT DURING THE 2022/2023 FISCAL YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2017 AMOUNT: $ 7,324.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013982
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt030368
IRS990ScheduleA/TotalSupportAmt0285711
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07476
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IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt030762
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-189341
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt019537
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01884022
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02034322
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt015000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0184837
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt09160
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01943616
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01884022
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt030000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080960
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0101394
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01700797
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153857
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01544649
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0125257
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01700797
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt020492
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051383
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.55520
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION USES THE ENDOWMENT FUNDS TO FURTHER THEIR MISSION OF SUPPORTING PROGRAMS THAT FOSTER LITERACY AND SUPPORT THE POWER OF READING WHILE MAINTAINING THE RESTRICTIONS PLACED ON THE PERMANENT ENDOWMENT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleI/GrantRecordsMaintainedInd00
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IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT 209GIVES AND OTHER COMMUNITY LITERACY PROGRAMS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT THE LITERACY EFFORTS OF THE ORGANIZATION IN THE LODI UNIFIED SCHOOL DISTRICT.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF SAN JOAQUIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GIVING OPPORTUNITIES TO KIDS
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IRS990ScheduleI/RecipientTable/RecipientEIN1800759590
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 349
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STOCKTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LODI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
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IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED AND APPROVED BY THE TREASURER. ALL BOARD MEMBERS RECEIVE THE APPROVED COPY OF THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt01944053
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IRS990/TotalEmployeeCnt00
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SJCLITERACY.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MOSES ZAPIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02099432375
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBRARY AND LITERACY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SAN JOAQUIN COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0LIBR
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ReturnHeader/Filer/PhoneNum02099432375

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,944,053
Liabilities
$918
Net assets
$1,943,135
Revenue
$12,903
Expenses
$66,156
Net income
-$53,253
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.96$0.00$1.96$0.03$0.11$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.01$0.07$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.07$0.04$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.04$0.06$0.05$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.04$1.97$0.05$0.02$0.03
2018Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.08$0.06$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.06$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.10$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.01$1.72$0.06$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.10$0.06$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.01$1.62$0.05
2011Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$0.10$0.10$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits