Civic Intelligence

San Joaquin Delta College Teachers Association

990EZ • Fiscal year 2018 • EIN 94-2805386

Sep 01, 2017 to Aug 31, 2018 • Filed on Nov 18, 2019

Organization ProfileN/A
5151 Pacific AvenueStockton, CA 95207

(209) 954-5369

Siviq Scores

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

Liabilities / Assets

79th percentile

0.03x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.06x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

81st percentile

19%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-2.8%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$150,532

Up $15,195 (+11%) from 2017

Net Assets

Up

$145,532

Up $15,195 (+12%) from 2017

Liabilities

Flat

$5,000

Flat from 2017

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin81st percentile

Revenue

Down

$79,234

Down $2,265 (-2.8%) from 2017

Expenses

Down

$64,039

Down $37,988 (-37%) from 2017

Net Income

Up

$15,195

Up $35,723 (+174%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$200K$150K$100K$50K$0Assets 2010: $86,737Liabilities 2010: $2,200Net Assets 2010: $84,5372010Assets 2011: $102,351Liabilities 2011: $5002011Assets 2012: $121,996Liabilities 2012: $1582012Assets 2013: $133,399Liabilities 2013: $0Net Assets 2013: $133,3992013Assets 2014: $134,704Liabilities 2014: $0Net Assets 2014: $134,7042014Assets 2015: $129,410Net Assets 2015: $129,4102015Assets 2016: $155,865Liabilities 2016: $5,000Net Assets 2016: $150,8652016Assets 2017: $135,337Liabilities 2017: $5,000Net Assets 2017: $130,3372017Assets 2018: $150,532Liabilities 2018: $5,000Net Assets 2018: $145,5322018Assets 2019: $112,708Liabilities 2019: $3,000Net Assets 2019: $109,7082019Assets 2020: $115,982Net Assets 2020: $115,9822020Assets 2021: $113,932Liabilities 2021: $24,234Net Assets 2021: $89,6982021Assets 2022: $85,367Liabilities 2022: $6,332Net Assets 2022: $79,0352022Assets 2023: $92,570Net Assets 2023: $92,5702023Assets 2024: $73,104Net Assets 2024: $73,1042024

Highlighted filing

2018

Assets$150,532
Liabilities$5,000
Net Assets$145,532
Open 2018 Filing

Operations Trend

Revenue Growth36th percentile

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

$200K$100K$0-$100KRevenue 2010: $92,854Expenses 2010: $62,721Net Income 2010: $30,1332010Revenue 2011: $82,955Expenses 2011: $65,641Net Income 2011: $17,3142011Revenue 2012: $71,880Expenses 2012: $51,893Net Income 2012: $19,9872012Revenue 2013: $75,094Expenses 2013: $63,533Net Income 2013: $11,5612013Revenue 2014: $70,154Expenses 2014: $68,848Net Income 2014: $1,3062014Revenue 2015: $70,966Expenses 2015: $78,689Net Income 2015: -$7,7232015Revenue 2016: $84,481Expenses 2016: $60,121Net Income 2016: $24,3602016Revenue 2017: $81,499Expenses 2017: $102,027Net Income 2017: -$20,5282017Revenue 2018: $79,234Expenses 2018: $64,039Net Income 2018: $15,1952018Revenue 2019: $80,184Expenses 2019: $116,008Net Income 2019: -$35,8242019Revenue 2020: $75,513Expenses 2020: $69,239Net Income 2020: $6,2742020Revenue 2021: $73,528Expenses 2021: $99,812Net Income 2021: -$26,2842021Revenue 2022: $99,956Expenses 2022: $110,619Net Income 2022: -$10,6632022Revenue 2023: $126,506Expenses 2023: $112,971Net Income 2023: $13,5352023Revenue 2024: $146,177Expenses 2024: $165,643Net Income 2024: -$19,4662024

Highlighted filing

2018

Revenue$79,234
Expenses$64,039
Net Income$15,195
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Nov 18, 2019
Return Version
2017v2.2
Gross Receipts
$79,234
Mission and Program Overview

Mission

To operate a labor organization that provides representation of member - certificated personnel in all matters relating to employment.

Program Services

DescriptionGrantsExpenses
TO PROVIDE REPRESENTATION TO MEMEMBERS IN SALARY AND BENEFIT MATTERS BEFORE THE SCHOOL BOARD.$56,788-
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH MALONEYPresidentPT$0--
WES SWANSONVice President-$0--
JOEL BUETELVice President-$0--
JOSIE MALIKVice President-$0--
EDUARDO TORRESTreasurerPT$0--
STEVE SCHERMERHORNSecretary-$0--
Filing and Contact Details

Filer

Filer Name
San Joaquin Delta College
EIN
94-2805386
Phone
2099545369
Address
5151 PACIFIC AVENUE, STOCKTON, CA 95207

Signing Officer

Name
Eduardo Torres
Title
Treasurer
Signed
2019-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz Giannini Lantsberger & Adamson CPAs
Address
4578 Feather River Drive D, Stockton, CA 95219
Preparer
Robert S Gross
Phone
2094741084
Supplemental Narrative

Additional Explanations

Other Revenue.1

“REFUNDS $3891”

Other Expenses.1007

“Conferences, Conventions, and Meetings $18881”

Other Expenses.1009

“Depreciation $244”

Other Expenses.1

“FOOD/ REFRESHMENT $20139”

Other Expenses.2

“RELEASE TIME $7600”

Other Expenses.3

“Negotiations expense $7103”

Other Expenses.4

“Charity & community $2050”

Other Expenses.5

“Office administration $960”

Other Expenses.6

“AGENCY FEES $717”

Other Expenses.7

“TELEPHONE EXPENSE $535”

Other Expenses.8

“FILING FEES $10”

Other Assets.1004

“Miscellaneous - Beginning $310 Miscellaneous - Ending $66”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $3106”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $5000 Accounts Payable and Accrued Expenses - Ending $5000”

Raw XML Appendix145 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0EDUARDO TORRES
IRS990EZ/BooksInCareOfDetail/PhoneNum02099545663
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0SAN JOAQUIN DELTA COLLEGE - 5151 PA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0135027
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0147360
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015195
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0135337
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150532
IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt075343
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130337
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0145532
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0130337
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0145532
IRS990EZ/OccupancyRentUtltsAndMaintAmt0800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH MALONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WES SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOEL BUETEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSIE MALIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EDUARDO TORRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVE SCHERMERHORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0310
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03172
IRS990EZ/OtherExpensesTotalAmt058239
IRS990EZ/OtherRevenueTotalAmt03891
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO OPERATE A LABOR ORGANIZATION THAT PROVIDES REPRESENTATION OF MEMBER - CERTIFICATED PERSONNEL IN ALL MATTERS RELATING TO EMPLOYMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE REPRESENTATION TO MEMEMBERS IN SALARY AND BENEFIT MATTERS BEFORE THE SCHOOL BOARD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt056788
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064039
IRS990EZ/TotalProgramServiceExpensesAmt056788
IRS990EZ/TotalRevenueAmt079234
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUNDS $3891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $18881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOOD/ REFRESHMENT $20139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RELEASE TIME $7600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEGOTIATIONS EXPENSE $7103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHARITY & COMMUNITY $2050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICE ADMINISTRATION $960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AGENCY FEES $717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TELEPHONE EXPENSE $535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FILING FEES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous - Beginning $310 Miscellaneous - Ending $66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Receivable - Beginning $0 Accounts Receivable - Ending $3106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable and Accrued Expenses - Beginning $5000 Accounts Payable and Accrued Expenses - Ending $5000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1001
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDUARDO TORRES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN DELTA COLLEGE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0942805386
ReturnHeader/Filer/PhoneNum02099545369
ReturnHeader/Filer/USAddress/AddressLine1Txt05151 PACIFIC AVENUE
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095207
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680290029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schwartz Giannini Lantsberger & Adamson CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04578 Feather River Drive D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094741084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert S Gross
ReturnHeader/ReturnTs02019-11-18T07:36:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$150,532
Liabilities
$5,000
Net assets
$145,532
Revenue
$79,234
Expenses
$64,039
Net income
$15,195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.46$1.66$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.27$1.13$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.06$0.79$1.00$1.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.24$0.90$0.74$1.00$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.76$0.69$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.03$1.10$0.80$1.16$0.36
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.05$1.46$0.79$0.64$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.05$1.30$0.81$1.02$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.05$1.51$0.84$0.60$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.71$0.79$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.70$0.69$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.75$0.64$0.12
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$0.72$0.52$0.20
2011Summary only. Only limited summary data is available for this year.$1.02$0.01$0.83$0.66$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.02$0.85$0.93$0.63$0.30