Civic Intelligence

San Joaquin County Economic Development Association

990 • Fiscal year 2018 • EIN 94-1588318

Jul 01, 2017 to Jun 30, 2018 • Filed on May 06, 2019

Organization Profilewww.sjcworknet.org/eda.html
56 South LincolnStockton, CA 95203

(209) 468-3615

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.56x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

1st percentile

-427%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Asset Growth

10th percentile

-14%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

109%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$2,383,248

Down $382,213 (-14%) from 2017

Net Assets

Down

$2,330,577

Down $405,622 (-15%) from 2017

Liabilities

Up

$52,671

Up $23,409 (+80%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin1st percentile

Revenue

Up

$94,900

Up $49,522 (+109%) from 2017

Expenses

Up

$500,522

Up $77,596 (+18%) from 2017

Net Income

Down

-$405,622

Down $28,074 (-7.4%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,631,055Liabilities 2011: $65,224Net Assets 2011: $1,565,8312011Assets 2012: $2,067,782Liabilities 2012: $90,485Net Assets 2012: $1,977,2972012Assets 2013: $2,752,356Liabilities 2013: $185,334Net Assets 2013: $2,567,0222013Assets 2014: $3,135,237Liabilities 2014: $66,330Net Assets 2014: $3,068,9072014Assets 2015: $3,549,506Liabilities 2015: $78,114Net Assets 2015: $3,471,3922015Assets 2016: $3,175,451Liabilities 2016: $61,704Net Assets 2016: $3,113,7472016Assets 2017: $2,765,461Liabilities 2017: $29,262Net Assets 2017: $2,736,1992017Assets 2018: $2,383,248Liabilities 2018: $52,671Net Assets 2018: $2,330,5772018Assets 2019: $2,097,251Liabilities 2019: $33,817Net Assets 2019: $2,063,4342019Assets 2020: $1,836,766Liabilities 2020: $57,545Net Assets 2020: $1,779,2212020Assets 2021: $1,655,133Liabilities 2021: $53,754Net Assets 2021: $1,601,3792021Assets 2022: $1,557,122Liabilities 2022: $77,239Net Assets 2022: $1,479,8832022Assets 2023: $1,726,691Liabilities 2023: $318,287Net Assets 2023: $1,408,4042023Assets 2024: $1,310,244Liabilities 2024: $42,072Net Assets 2024: $1,268,1722024Assets 2025: $1,278,164Liabilities 2025: $28,459Net Assets 2025: $1,249,7052025

Highlighted filing

2018

Assets$2,383,248
Liabilities$52,671
Net Assets$2,330,577
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,327,648Expenses 2011: $828,115Net Income 2011: $499,5332011Revenue 2012: $1,443,180Expenses 2012: $1,031,714Net Income 2012: $411,4662012Revenue 2013: $1,727,239Expenses 2013: $1,137,514Net Income 2013: $589,7252013Revenue 2014: $1,555,762Expenses 2014: $1,053,877Net Income 2014: $501,8852014Revenue 2015: $1,275,084Expenses 2015: $872,599Net Income 2015: $402,4852015Revenue 2016: $45,143Expenses 2016: $402,788Net Income 2016: -$357,6452016Revenue 2017: $45,378Expenses 2017: $422,926Net Income 2017: -$377,5482017Revenue 2018: $94,900Expenses 2018: $500,522Net Income 2018: -$405,6222018Revenue 2019: $198,816Expenses 2019: $465,959Net Income 2019: -$267,1432019Revenue 2020: $63,618Expenses 2020: $347,831Net Income 2020: -$284,2132020Revenue 2021: $138,217Expenses 2021: $316,059Net Income 2021: -$177,8422021Revenue 2022: $131,695Expenses 2022: $253,191Net Income 2022: -$121,4962022Revenue 2023: $169,753Expenses 2023: $241,232Net Income 2023: -$71,4792023Revenue 2024: $335,281Expenses 2024: $475,513Net Income 2024: -$140,2322024Revenue 2025: $573,081Expenses 2025: $591,548Net Income 2025: -$18,4672025

Highlighted filing

2018

Revenue$94,900
Expenses$500,522
Net Income-$405,622
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 6, 2019
Return Version
2017v2.2
Gross Receipts
$94,900
Mission and Program Overview

Mission

To promote, publicize and encourage economic development of san joaquin county to have a balanced economy, ensure employment opportunities, sustain purchasing power and develop adequate assessed valuation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$319,523$1,673,360▲ $1,353,837
Cash and Non-Interest-Bearing Accounts$2,444,602$706,555▼ $1,738,047
Accounts Receivable$888$2,295▲ $1,407
Prepaid Expenses and Deferred Charges-$988-
Land, Buildings, and Equipment, Net$448$50▼ $398
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,765,461$2,383,248▼ $382,213
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$29,262$45,921▲ $16,659
Deferred Revenue-$6,750-
Total Liabilities$29,262$52,671▲ $23,409
Net Assets / Fund Balance
Unrestricted Net Assets$2,736,199$2,330,577▼ $405,622
Total Net Assets Fund Balance$2,736,199$2,330,577▼ $405,622
Total Liabilities and Net Assets / Fund Balance$2,765,461$2,383,248▼ $382,213

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$50$8,542$8,592
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Frank J FerralPresident
Bob ElliotDirector
Lawrence HicksDirector
Robert Patrick1st Vice Pres.
Chris Kay2nd Vice Pres.
David JimenezSecretary
Miguel VillapuduaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$73,917
Investment Income
$20,983
Other Revenue
$0
Change in Net Assets
$-405,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$500,522
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$37,227--$37,227
Travel$9,227--$9,227
All Other Expenses$6,659--$6,659
Advertising$5,668--$5,668
Other Expenses$5,399$376,012-$5,399
Insurance$3,755--$3,755
Office Expenses$455--$455
Depreciation Depletion$398--$398
Total Functional Expenses$124,510$376,012$0$500,522
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“The board reviews and approves the 990 prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board reviews conflicts of interest and sends all major products out to bid prior to commencement.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Top management is employed by a local government agency where the staff allocates their time for work performed for the Association and then the agency bills the Association for the costs incurred. The board of directors for the Association reviews the costs incurred and determines if amounts are appropriate.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The staff is employed by a local government agency where the staff allocates their time for work performed for the Association and then the agency bills the Association for the costs incurred. The board of directors for the Association reviews the costs incurred and determines if amounts are appropriate.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Association's governing documents, policies, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
San Joaquin County Economic Development
EIN
94-1588318
Phone
2094683615
Address
56 South Lincoln, Stockton, CA 95203

Signing Officer

Name
Frank J Ferral
Title
President
Signed
2019-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank J Ferral
Formed
1963
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

Firm
Bpm Llp
Address
3247 W March Lane Ste 200, Stockton, CA 95219
Preparer
Duane E Bulthuis
Phone
2099432222
Raw XML Appendix373 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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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/ProgramServiceRevenueGrp/Desc2SJ COUNTY GENERAL FUNDS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt245000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08667
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt245000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0143
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0422926
IRS990/PYProgramServiceRevenueAmt045235
IRS990/PYRevenuesLessExpensesAmt0-377548
IRS990/PYTotalExpensesAmt0422926
IRS990/PYTotalRevenueAmt045378
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-405622
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt094900
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0319523
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01673360
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt050
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08542
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08592
IRS990ScheduleD/TotalBookValueLandBuildingsAmt050
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board reviews and approves the 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board reviews conflicts of interest and sends all major products out to bid prior to commencement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Top management is employed by a local government agency where the staff allocates their time for work performed for the Association and then the agency bills the Association for the costs incurred. The board of directors for the Association reviews the costs incurred and determines if amounts are appropriate.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The staff is employed by a local government agency where the staff allocates their time for work performed for the Association and then the agency bills the Association for the costs incurred. The board of directors for the Association reviews the costs incurred and determines if amounts are appropriate.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Association's governing documents, policies, and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02765461
IRS990/TotalAssetsEOYAmt02383248
IRS990/TotalAssetsGrp/BOYAmt02765461
IRS990/TotalAssetsGrp/EOYAmt02383248
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0376012
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0124510
IRS990/TotalFunctionalExpensesGrp/TotalAmt0500522
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029262
IRS990/TotalLiabilitiesEOYAmt052671
IRS990/TotalLiabilitiesGrp/BOYAmt029262
IRS990/TotalLiabilitiesGrp/EOYAmt052671
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02736199
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02330577
IRS990/TotalProgramServiceExpensesAmt0124509
IRS990/TotalProgramServiceRevenueAmt073917
IRS990/TotalRevenueGrp/ExclusionAmt020983
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt073917
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt094900
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02765461
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02383248
IRS990/TravelGrp/ProgramServicesAmt09227
IRS990/TravelGrp/TotalAmt09227
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02736199
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02330577
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt056 SOUTH LINCOLN
IRS990/USAddress/CityNm0STOCKTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095203
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.sjcworknet.org/eda.html
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK J FERRAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Joaquin County Economic Development
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Association
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0941588318
ReturnHeader/Filer/PhoneNum02094683615
ReturnHeader/Filer/USAddress/AddressLine1Txt056 South Lincoln
ReturnHeader/Filer/USAddress/CityNm0Stockton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814234542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BPM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03247 W March Lane Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099432222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Duane E Bulthuis
ReturnHeader/ReturnTs02019-05-06T10:23:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,383,248
Liabilities
$52,671
Net assets
$2,330,577
Revenue
$94,900
Expenses
$500,522
Net income
-$405,622
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$0.03$1.25$0.57$0.59$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.04$1.27$0.34$0.48$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.32$1.41$0.17$0.24$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.08$1.48$0.13$0.25$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.05$1.60$0.14$0.32$0.18
2020Summary only. Only limited summary data is available for this year.$1.84$0.06$1.78$0.06$0.35$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.03$2.06$0.20$0.47$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.05$2.33$0.09$0.50$0.41
2017Detailed filing. Detailed filing data is available for this year.$2.77$0.03$2.74$0.05$0.42$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.06$3.11$0.05$0.40$0.36
2015Detailed filing. Detailed filing data is available for this year.$3.55$0.08$3.47$1.28$0.87$0.40
2014Detailed filing. Detailed filing data is available for this year.$3.14$0.07$3.07$1.56$1.05$0.50
2013Summary only. Only limited summary data is available for this year.$2.75$0.19$2.57$1.73$1.14$0.59
2012Summary only. Only limited summary data is available for this year.$2.07$0.09$1.98$1.44$1.03$0.41
2011Summary only. Only limited summary data is available for this year.$1.63$0.07$1.57$1.33$0.83$0.50