Civic Intelligence

San Jose Public Library Foundation

EIN 77-0142379 • 501(c)3 • San Jose, CA

Profile

The san jos public library foundation supports educational programs and resources through the public library, schools, and community-based organizations, to create an educated, equitable, empowered and engaged community.

PO Box 611540San Jose, CA 95161-1540

www.sjplf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.10x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.16x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

3rd percentile

-119%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$216,355

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

3rd percentile

-42%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-3.4%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$9,555,349

Down $7,062,607 (-42%) from 2023

Liabilities

Up

$944,882

Up $18,821 (+2.0%) from 2023

Net Assets

Down

$8,610,467

Down $7,081,428 (-45%) from 2023

Revenue

Down

$5,966,101

Down $209,864 (-3.4%) from 2023

Expenses

Up

$13,072,199

Up $6,587,005 (+102%) from 2023

Net Income

Down

-$7,106,098

Down $6,796,869 (-2198%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $662,590Liabilities 2011: $18,536Net Assets 2011: $644,0542011Assets 2012: $772,788Liabilities 2012: $111,381Net Assets 2012: $661,4072012Assets 2013: $710,496Liabilities 2013: $127,237Net Assets 2013: $583,2592013Assets 2014: $627,099Liabilities 2014: $34,294Net Assets 2014: $592,8052014Assets 2015: $759,229Liabilities 2015: $122,839Net Assets 2015: $636,3902015Assets 2016: $510,033Liabilities 2016: $31,632Net Assets 2016: $478,4012016Assets 2017: $793,075Liabilities 2017: $27,268Net Assets 2017: $765,8072017Assets 2018: $3,454,265Liabilities 2018: $407,158Net Assets 2018: $3,047,1072018Assets 2019: $4,335,982Liabilities 2019: $1,303,431Net Assets 2019: $3,032,5512019Assets 2020: $6,766,319Liabilities 2020: $1,224,453Net Assets 2020: $5,541,8662020Assets 2021: $11,266,259Liabilities 2021: $1,988,513Net Assets 2021: $9,277,7462021Assets 2022: $16,562,111Liabilities 2022: $823,704Net Assets 2022: $15,738,4072022Assets 2023: $16,617,956Liabilities 2023: $926,061Net Assets 2023: $15,691,8952023Assets 2024: $9,555,349Liabilities 2024: $944,882Net Assets 2024: $8,610,4672024

Highlighted filing

2024

Assets$9,555,349
Liabilities$944,882
Net Assets$8,610,467

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MRevenue 2011: $358,974Expenses 2011: $486,275Net Income 2011: -$127,3012011Revenue 2012: $703,494Expenses 2012: $686,141Net Income 2012: $17,3532012Revenue 2013: $420,540Expenses 2013: $498,688Net Income 2013: -$78,1482013Revenue 2014: $468,015Expenses 2014: $455,504Net Income 2014: $12,5112014Revenue 2015: $621,523Expenses 2015: $578,035Net Income 2015: $43,4882015Revenue 2016: $594,135Expenses 2016: $751,862Net Income 2016: -$157,7272016Revenue 2017: $649,542Expenses 2017: $362,137Net Income 2017: $287,4052017Revenue 2018: $4,060,003Expenses 2018: $1,778,703Net Income 2018: $2,281,3002018Revenue 2019: $2,778,092Expenses 2019: $2,802,600Net Income 2019: -$24,5082019Revenue 2020: $5,384,659Expenses 2020: $2,930,665Net Income 2020: $2,453,9942020Revenue 2021: $7,329,963Expenses 2021: $3,556,967Net Income 2021: $3,772,9962021Revenue 2022: $12,519,106Expenses 2022: $5,635,102Net Income 2022: $6,884,0042022Revenue 2023: $6,175,965Expenses 2023: $6,485,194Net Income 2023: -$309,2292023Revenue 2024: $5,966,101Expenses 2024: $13,072,199Net Income 2024: -$7,106,0982024

Highlighted filing

2024

Revenue$5,966,101
Expenses$13,072,199
Net Income-$7,106,098

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.56$0.94$8.61$5.97$13.1$7.11
2023Detailed filing. Detailed filing data is available for this year.$16.6$0.93$15.7$6.18$6.49$0.31
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.82$15.7$12.5$5.64$6.88
2021Detailed filing. Detailed filing data is available for this year.$11.3$1.99$9.28$7.33$3.56$3.77
2020Detailed filing. Detailed filing data is available for this year.$6.77$1.22$5.54$5.38$2.93$2.45
2019Detailed filing. Detailed filing data is available for this year.$4.34$1.30$3.03$2.78$2.80$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.45$0.41$3.05$4.06$1.78$2.28
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.03$0.77$0.65$0.36$0.29
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.03$0.48$0.59$0.75$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.12$0.64$0.62$0.58$0.04
2014Summary only. Only limited summary data is available for this year.$0.63$0.03$0.59$0.47$0.46$0.01
2013Summary only. Only limited summary data is available for this year.$0.71$0.13$0.58$0.42$0.50$0.08
2012Summary only. Only limited summary data is available for this year.$0.77$0.11$0.66$0.70$0.69$0.02
2011Summary only. Only limited summary data is available for this year.$0.66$0.02$0.64$0.36$0.49$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.0
Gross Receipts
$13,300,784
Mission and Program Overview

Mission

The foundation provides advocacy, financial support, and leadership to our public libraries and educational programs throughout san jose to create an educated, equitable, and engaged community.

The san jos public library foundation supports educational programs and resources to create an educated, equitable, empowered, and engaged community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,685,402$7,790,221▼ $5,895,181
Pledges and Grants Receivable$519,635$971,226▲ $451,591
Cash and Non-Interest-Bearing Accounts$2,346,218$708,477▼ $1,637,741
Intangible Assets$9,640$48,522▲ $38,882
Prepaid Expenses and Deferred Charges$29,848$36,903▲ $7,055
Accounts Receivable$27,213--
Total Assets$16,617,956$9,555,349▼ $7,062,607
Liabilities
Grants Payable$757,675$695,000▼ $62,675
Accounts Payable and Accrued Expenses$168,386$249,882▲ $81,496
Total Liabilities$926,061$944,882▲ $18,821
Net Assets / Fund Balance
Net Assets With Donor Restrictions$14,487,677$7,511,799▼ $6,975,878
Net Assets Without Donor Restrictions$1,204,218$1,098,668▼ $105,550
Total Net Assets Fund Balance$15,691,895$8,610,467▼ $7,081,428
Total Liabilities and Net Assets / Fund Balance$16,617,956$9,555,349▼ $7,062,607

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,352$1,352

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$969,645$2,000▲ $85,203-$1,056,848
2023$842,437-▲ $127,208-$969,645
2022$1,003,832-▼ $155,188-$842,437
2021$601,969$361,031▲ $46,549-$1,003,832
2020$101,000$446,011▲ $57,957-$601,969
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn CoppinCEOFT$204,630$11,725$216,355
Elizabeth ChittyHighly CompFT$160,061$1,454$161,515
Monique GarciaHighly CompFT$112,125$11,434$123,559
Jodie PulliamHighly CompFT$117,493$1,152$118,645
Revenue and Support

Revenue Composition

Contributions and Grants
$5,423,521
Program Service Revenue
$0
Investment Income
$542,580
Other Revenue
$0
All Other Contributions
$1,774,826
Change in Net Assets
$-7,106,098

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,898,001
Revenue Not Reported on Financial Statements
$68,100
Revenue Not Reported on Form 990
$60,430
Total Revenue per Audited Statements
$5,958,431
Total Revenue per Form 990
$5,966,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,624,525
Salaries, Compensation, and Employee Benefits$2,415,264
Other Expenses$1,032,410
Total Fundraising Expense$503,220
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,605,475--$9,605,475
Other Salaries and Wages$1,124,096$484,788$234,116$1,843,000
Current Officers, Directors, Trustees, and Key Employees$131,961$56,910$27,483$216,354
Payroll Taxes$142,615$47,376$22,878$212,869
Other Employee Benefits$65,717$52,142$25,182$143,041
Office Expenses$33,702$39,445$38,175$111,322
Fees for Service Investment Mgmnt Fees$22,701$22,700$22,700$68,101
Conferences and Meetings-$9,308$19,884$29,192
Travel$6,532$22,107-$28,639
Insurance$8,650$18,505-$27,155
Advertising$1,834-$24,175$26,009
Other Expenses$1,425$26,019$21,216$22,641
Grants to Domestic Individuals$19,050--$19,050
All Other Expenses$7,645-$7,311$14,956
Depreciation Depletion-$10,288-$10,288
Total Functional Expenses$11,634,114$934,865$503,220$13,072,199

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,072,199
Total Expenses per Audited Statements$13,039,859
Expenses per Audited Statements$13,004,099
Expenses Not Reported on Financial Statements$68,100
Expenses Not Reported on Form 990$35,760
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Public SchoolsSan Jose, CAGovEducate$560,000
Franklin-mckinley School DistrictSan Jose, CAGovEngage$410,000
Luther Burbank School DistrictSan Jose, CAGovEngage$290,000
San Jose Public LibrarySan Jose, CAGovEngage$271,613
Santa Clara County Office of EducatSan Jose, CAGovEducate$270,126
Alum Rock School DistrictSan Jose, CAGovEngage$250,000
Boys and Girls Clubs Silicon ValleySan Jose, CA501c3Empower$225,000
Campbell Union School DistrictCampbell, CAGovEngage$200,000
Sacred Heart Community ServiceSan Jose, CA501c3Empower$62,850
IcanMilpitas, CA501c3Empower$48,850
Catholic Charities of Sc CountySan Jose, CA501c3Empower$46,200
SourcewiseSanta Clara, CA501c3Empower$45,000
IcanMilpitas, CA501c3Empower$43,350
Vietnamese Volunteer FoundationSan Jose, CA501c3Empower$37,500
San Jose Public LibrarySan Jose, CAGovEducate$29,449
Tech ExchangeSan Jose, CA501c3Empower$14,000
International Rescue CommitteeSan Jose, CA501c3Empower$13,692
Reading Partners Silicon ValleyMilpitas, CA501cEmpower-
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

The tax return is prepared by a certified public accountant then reviewed by the executive director, audit committee, and the board of directors for approval.

Form 990, Page 6, Part VI, Line 12C

All officers/directors are required to disclose potential conflicts prior to becoming a board member and are required to disclose any potential conflicts as they arise while serving on the board.

Form 990, Page 6, Part VI, Line 15A

The eds compensation is determined by the board of directors. The compensation package was developed by reviewing market surveys which provided compensation ranges based on comparable non-profit organizations, location, organization size and the eds responsibility level. The board also took into consideration the following: relationship of the ed's compensation to the compensation of other employees, the complexity of the organization and its size, the job duties of the ed, the individuals salary history, and the value of the service capacity of the ed to the organization.

Form 990, Page 6, Part VI, Line 15B

The organization uses salary compensation survey data for all managers and higher positions.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents available to the public through its website or directly upon request.

Filing and Contact Details

Filer

Filer Name
San Jose Public Library Foundation
EIN
77-0142379
Phone
4088082174
Address
PO BOX 611540, SAN JOSE, CA 95161-1540

Signing Officer

Name
Stephanie Birondo
Title
Treasurer
Phone
4088082174
Signed
2025-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meri Maben
Formed
1987
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
65
Volunteers
25

Preparer

Firm
Chavan & Associates Llp
Address
16450 MONTEREY RD STE 5, MORGAN HILL, CA 95037
Preparer
Sheldon Chavan
Phone
4082178749
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The san jos public library foundation supports educational programs and resources through the public library, schools, and community-based organizations, to create an educated, equitable, empowered and engaged community.

Form 990, Page 2, Part III, Line 3

San jose aspires, a college and career preparation and micro-scholarship program for high school students who were english language learners and would become first-generation college students, was transferred to another san jose community based organization that focuses on youth development. The san jose public library foundation is proud to have collaborated with the library and the mayor's office between 2018 and 2024 to conceive, pilot, scale, and provide proof of concept for this innovative program that served 2,129 high school students who claimed 7,983 scholarship awards totaling 661,925. Under new leadership, the program will continue its mission to reduce barriers to higher education.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The purpose of the pat dando legacy endowment fund (the fund) is to support childrens programs, resources, and materials at the almaden branch of the san jose public library. Children are defined as being age birth to 14 years old. All direct childrens program costs, including materials, supplies, equipment, program personnel, capital projects, renovations, communications, may be paid by the fund.

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