Civic Intelligence

San Joaquin Labor Management Cooperation Trust Fund

EIN 88-2833900 • 501(c)5 • Stockton, CA

Profile

Improve labor-management relationships

3984 Cherokee RdStockton, CA 95215
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

9.4%

Faster asset growth than 69% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$24,428

Up $2,090 (+9.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$24,428

Up $2,090 (+9.4%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin79th percentile

Revenue

Down

$9,930

Down $6,455 (-39%) from 2023

Expenses

Up

$7,840

Up $1,478 (+23%) from 2023

Net Income

Down

$2,090

Down $7,933 (-79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$30K$20K$10K$0Assets 2022: $12,315Liabilities 2022: $0Net Assets 2022: $12,3152022Assets 2023: $22,338Liabilities 2023: $0Net Assets 2023: $22,3382023Assets 2024: $24,428Liabilities 2024: $0Net Assets 2024: $24,4282024

Highlighted filing

2024

Assets$24,428
Liabilities$0
Net Assets$24,428
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$20K$15K$10K$5.0K$0Revenue 2022: $12,315Expenses 2022: $0Net Income 2022: $12,3152022Revenue 2023: $16,385Expenses 2023: $6,362Net Income 2023: $10,0232023Revenue 2024: $9,930Expenses 2024: $7,840Net Income 2024: $2,0902024

Highlighted filing

2024

Revenue$9,930
Expenses$7,840
Net Income$2,090
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,428
Liabilities
$0
Net assets
$24,428
Revenue
$9,930
Expenses
$7,840
Net income
$2,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$9.93$7.84$2.09
2023Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$16.4$6.36$10.0
2022Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$12.3$0.00$12.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 7, 2025
Return Version
2024v5.0
Gross Receipts
$9,930
Mission and Program Overview

Mission

Improve labor-management relationships

Program Services

DescriptionGrantsExpenses
IMPROVE LABOR-MANAGEMENT RELATIONSHIPS, JOB SECURITY AND ORGANIZATIONAL EFFECTIVENESS WITHIN THE INDUSTRY.-$0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL MARKTrusteePT$0--
RAUL HERNANDEZTrustee-$0--
SCOTT STRAWBRIDGETrustee-$0--
SARA ORGILLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
San Joaquin Labor Management Coop Trust Fund
EIN
88-2833900
In Care Of
% MICHAEL MARK
Phone
2096457211
Address
3984 CHEROKEE RD, STOCKTON, CA 95215

Signing Officer

Name
Michael Mark
Title
Trustee
Phone
2096457211
Signed
2025-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Islip Company
Address
3465 AMERICAN RIVER DR SUITE D, Sacramento, CA 95864
Preparer
Patrick Islip CPA
Phone
9164881900
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountdonations 2,500event expense 5,000tax prep fee 340”

Raw XML Appendix107 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/PersonNm0MICHAEL MARK
IRS990EZ/BooksInCareOfDetail/PhoneNum02096457211
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03984 CHEROKEE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095215
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022338
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024428
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02090
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022338
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024428
IRS990EZ/FundraisingGrossIncomeAmt09930
IRS990EZ/GrossReceiptsAmt09930
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022338
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024428
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022338
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024428
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL MARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RAUL HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT STRAWBRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARA ORGILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt07840
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IMPROVE LABOR-MANAGEMENT RELATIONSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IMPROVE LABOR-MANAGEMENT RELATIONSHIPS, JOB SECURITY AND ORGANIZATIONAL EFFECTIVENESS WITHIN THE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt09930
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07840
IRS990EZ/TotalRevenueAmt09930
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDONATIONS 2,500EVENT EXPENSE 5,000TAX PREP FEE 340
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02096457211
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN LABOR MANAGEMENT COOP TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0882833900
ReturnHeader/Filer/InCareOfNm0% MICHAEL MARK
ReturnHeader/Filer/PhoneNum02096457211
ReturnHeader/Filer/USAddress/AddressLine1Txt03984 CHEROKEE RD
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095215
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISLIP COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03465 AMERICAN RIVER DR SUITE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095864
ReturnHeader/PreparerPersonGrp/PhoneNum09164881900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK ISLIP CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-07T09:34:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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