Civic Intelligence

Stockton Rotary Endowment

EIN 94-2801451 • 501(c)3 • Stockton, CA

Profile

To provide allocations and payments to san joaquin county, california, charitable organizations.

P O Box 7457Stockton, CA 95267

www.stocktonrotary.org/ENDOWMENT

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

15th percentile

0.01x

Higher debt load relative to revenue than 15% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-18%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$5,214,580

Up $496,097 (+11%) from 2024

Liabilities

Up

$2,500

Up $2,500 from 2024

Net Assets

Up

$5,212,080

Up $493,597 (+10%) from 2024

Operations
Liabilities / Revenue15th percentileNet Margin90th percentile

Revenue

Down

$295,659

Down $66,421 (-18%) from 2024

Expenses

Down

$141,292

Down $18,548 (-12%) from 2024

Net Income

Down

$154,367

Down $47,873 (-24%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,525,661Liabilities 2011: $44,103Net Assets 2011: $2,481,5582011Assets 2012: $2,674,389Liabilities 2012: $62,126Net Assets 2012: $2,612,2632012Assets 2013: $3,029,113Liabilities 2013: $121,536Net Assets 2013: $2,907,5772013Assets 2014: $3,492,826Liabilities 2014: $161,535Net Assets 2014: $3,331,2912014Assets 2015: $3,503,436Liabilities 2015: $192,304Net Assets 2015: $3,311,1322015Assets 2016: $3,447,403Liabilities 2016: $206,805Net Assets 2016: $3,240,5982016Assets 2017: $3,846,100Liabilities 2017: $229,573Net Assets 2017: $3,616,5272017Assets 2018: $4,004,116Liabilities 2018: $250,323Net Assets 2018: $3,753,7932018Assets 2019: $4,027,355Liabilities 2019: $273,434Net Assets 2019: $3,753,9212019Assets 2020: $3,824,423Liabilities 2020: $0Net Assets 2020: $3,824,4232020Assets 2021: $4,738,211Liabilities 2021: $1,030Net Assets 2021: $4,737,1812021Assets 2022: $4,127,281Liabilities 2022: $0Net Assets 2022: $4,127,2812022Assets 2023: $4,326,105Liabilities 2023: $0Net Assets 2023: $4,326,1052023Assets 2024: $4,718,483Liabilities 2024: $0Net Assets 2024: $4,718,4832024Assets 2025: $5,214,580Liabilities 2025: $2,500Net Assets 2025: $5,212,0802025

Highlighted filing

2025

Assets$5,214,580
Liabilities$2,500
Net Assets$5,212,080
Open 2025 Filing

Operations Trend

Revenue Growth14th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $56,4352011Expenses 2012: $103,9312012Expenses 2013: $137,6812013Revenue 2014: $221,735Expenses 2014: $139,854Net Income 2014: $81,8812014Revenue 2015: $174,477Expenses 2015: $144,958Net Income 2015: $29,5192015Revenue 2016: $157,392Expenses 2016: $124,063Net Income 2016: $33,3292016Revenue 2017: $298,806Expenses 2017: $139,969Net Income 2017: $158,8372017Revenue 2018: $226,173Expenses 2018: $145,846Net Income 2018: $80,3272018Revenue 2019: $145,754Expenses 2019: $151,100Net Income 2019: -$5,3462019Revenue 2020: $128,857Expenses 2020: $162,095Net Income 2020: -$33,2382020Revenue 2021: $208,829Expenses 2021: $183,398Net Income 2021: $25,4312021Revenue 2022: $289,111Expenses 2022: $188,984Net Income 2022: $100,1272022Revenue 2023: $193,250Expenses 2023: $163,072Net Income 2023: $30,1782023Revenue 2024: $362,080Expenses 2024: $159,840Net Income 2024: $202,2402024Revenue 2025: $295,659Expenses 2025: $141,292Net Income 2025: $154,3672025

Highlighted filing

2025

Revenue$295,659
Expenses$141,292
Net Income$154,367
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,214,580
Liabilities
$2,500
Net assets
$5,212,080
Revenue
$295,659
Expenses
$141,292
Net income
$154,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.30$0.14$0.15
2024Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.36$0.16$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.19$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.29$0.19$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.21$0.18$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.13$0.16$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.03$0.27$3.75$0.15$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.00$0.25$3.75$0.23$0.15$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.85$0.23$3.62$0.30$0.14$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.21$3.24$0.16$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.50$0.19$3.31$0.17$0.14$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.49$0.16$3.33$0.22$0.14$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.12$2.91$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.06$2.61$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.04$2.48$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$504,279
Mission and Program Overview

Mission

To provide allocations and payments to san joaquin county, california, charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,602,180$5,106,502▲ $504,322
Cash and Non-Interest-Bearing Accounts$112,124$106,625▼ $5,499
Accounts Receivable$4,179$1,453▼ $2,726
Savings and Temporary Cash Investments-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,718,483$5,214,580▲ $496,097
Other Assets Total-$0-
Liabilities
Other Liabilities-$2,500-
Total Liabilities$0$2,500▲ $2,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,331,246$2,668,789▲ $337,543
Net Assets With Donor Restrictions$2,387,237$2,543,291▲ $156,054
Total Net Assets Fund Balance$4,718,483$5,212,080▲ $493,597
Total Liabilities and Net Assets / Fund Balance$4,718,483$5,214,580▲ $496,097

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,387,237$100▲ $254,224$98,370$2,543,191
2023$2,213,672$26,775▲ $236,305$89,515$2,387,237
2022$2,119,572$6,770▲ $169,644$82,314$2,213,672
2021$2,426,494$10,339▼ $238,639$78,622$2,119,572
2020$1,977,172$4,674▲ $534,421$89,773$2,426,494
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Matthew GrizzleSecretaryPT$1,200$1,200

Board Members and Trustees

NameTitle
Paul KozlowPresident
Ann JohnstonVice President
Beto BeasTrustee
Colleen StewartTrustee
Fred WiebelTrustee
Gerardo GarciaTrustee
Joseph FeneckTrustee
Kathy HartTrustee
Ken SteeleTrustee
Kevin KauffmanTrustee
Laura PinkertonTrustee
Liz HullTrustee
Melanie VieuxTrustee
Walt WagerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$109,588
Program Service Revenue
$0
Investment Income
$186,071
Other Revenue
$0
All Other Contributions
$109,588
Change in Net Assets
$154,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$99,460
Other Expenses$31,632
Salaries, Compensation, and Employee Benefits$10,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,460--$99,460
Fees for Service Investment Mgmnt Fees-$24,192-$24,192
Current Officers, Directors, Trustees, and Key Employees-$10,200-$10,200
Fees for Services Accounting-$3,900-$3,900
Office Expenses-$3,540-$3,540
Total Functional Expenses$99,460$41,832$0$141,292
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tlc Foundation for HomelessStockton, CA--$16,316
Read to Me StocktonStockton, CA--$13,000
Mary Graham Childrens FoundatFrench Camp, CA--$10,000
Family Promise of San JoaquinStockton, CA--$6,287
Emergency Food BankStockton, CA--$5,368
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Charges$2,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization's treasurer reviews the return and accompanying schedules for errors and omissions before e-filing.”

Form 990, Part VI, Section C, Line 19

“Available upon written request.”

Filing and Contact Details

Filer

Filer Name
Stockton Rotary Endowment
EIN
94-2801451
Phone
2094764994
Address
P O BOX 7457, STOCKTON, CA 95267

Signing Officer

Name
Luis Duarte
Title
Treasurer
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
160

Preparer

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

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Permanently restricted endowment fund has been established to supplement with earnings the Associations' programs and general operations.”

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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/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE STOCKTON ROTARY ENDOWMENT MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PULIC, COMMUNITY, AND MEMBERSHIP GROUP.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I: Additional Information
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part I, Line 12f: Supported Org Not Named in Organizing Documents
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Permanently restricted endowment fund has been established to supplement with earnings the Associations' programs and general operations.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30

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