Civic Intelligence

San Joaquin Partnership Inc

990 • Fiscal year 2014 • EIN 94-3140077

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 11, 2015

Organization ProfileN/A
2800 W March LaneStockton, CA 95219

(209) 956-3380

Siviq Scores

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

Liabilities / Assets

65th percentile

0.21x

Higher debt load relative to assets than 65% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.18x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Net Margin

24th percentile

-3.1%

Higher net margin than 24% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

95th percentile

$197,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Asset Growth

64th percentile

9.0%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-10%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$748,111

Up $61,640 (+9.0%) from 2013

Net Assets

Down

$593,651

Down $27,635 (-4.4%) from 2013

Liabilities

Up

$154,460

Up $89,275 (+137%) from 2013

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin24th percentile

Revenue

Down

$882,439

Down $98,746 (-10%) from 2013

Expenses

Up

$910,074

Up $52,897 (+6.2%) from 2013

Net Income

Down

-$27,635

Down $151,643 (-122%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$1.0M$500K$0-$500KAssets 2011: $513,570Liabilities 2011: $60,801Net Assets 2011: $452,7692011Assets 2012: $552,822Liabilities 2012: $55,544Net Assets 2012: $497,2782012Assets 2013: $686,471Liabilities 2013: $65,185Net Assets 2013: $621,2862013Assets 2014: $748,111Liabilities 2014: $154,460Net Assets 2014: $593,6512014Assets 2015: $782,271Liabilities 2015: $136,469Net Assets 2015: $645,8022015Assets 2016: $759,587Liabilities 2016: $79,486Net Assets 2016: $680,1012016Assets 2017: $661,695Liabilities 2017: $77,374Net Assets 2017: $584,3212017Assets 2018: $568,731Liabilities 2018: $43,909Net Assets 2018: $524,8222018Assets 2019: $497,951Liabilities 2019: $56,250Net Assets 2019: $441,7012019Assets 2020: $342,090Liabilities 2020: $146,402Net Assets 2020: $195,6882020Assets 2021: $349,597Liabilities 2021: $159,032Net Assets 2021: $190,5652021Assets 2022: $223,499Liabilities 2022: $175,182Net Assets 2022: $48,3172022Assets 2023: $185,097Liabilities 2023: $193,873Net Assets 2023: -$8,7762023Assets 2024: $90,027Liabilities 2024: $158,308Net Assets 2024: -$68,2812024

Highlighted filing

2014

Assets$748,111
Liabilities$154,460
Net Assets$593,651
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,044,058Expenses 2011: $949,372Net Income 2011: $94,6862011Revenue 2012: $906,755Expenses 2012: $862,246Net Income 2012: $44,5092012Revenue 2013: $981,185Expenses 2013: $857,177Net Income 2013: $124,0082013Revenue 2014: $882,439Expenses 2014: $910,074Net Income 2014: -$27,6352014Revenue 2015: $911,151Expenses 2015: $859,000Net Income 2015: $52,1512015Revenue 2016: $884,900Expenses 2016: $850,601Net Income 2016: $34,2992016Revenue 2017: $784,833Expenses 2017: $880,613Net Income 2017: -$95,7802017Revenue 2018: $725,514Expenses 2018: $785,013Net Income 2018: -$59,4992018Revenue 2019: $686,033Expenses 2019: $769,154Net Income 2019: -$83,1212019Revenue 2020: $489,887Expenses 2020: $576,422Net Income 2020: -$86,5352020Revenue 2021: $535,284Expenses 2021: $540,407Net Income 2021: -$5,1232021Revenue 2022: $455,827Expenses 2022: $598,075Net Income 2022: -$142,2482022Revenue 2023: $588,826Expenses 2023: $645,919Net Income 2023: -$57,0932023Revenue 2024: $608,442Expenses 2024: $667,947Net Income 2024: -$59,5052024

Highlighted filing

2014

Revenue$882,439
Expenses$910,074
Net Income-$27,635
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 11, 2015
Return Version
2014v5.0
Gross Receipts
$882,439
Mission and Program Overview

Mission

The organization's purpose is to promote san joaquin county and facilitate the creation of jobs within the county through its activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$618,848$608,064▼ $10,784
Cash and Non-Interest-Bearing Accounts$4,137$92,026▲ $87,889
Accounts Receivable$56,500$42,583▼ $13,917
Land, Buildings, and Equipment, Net$3,986$2,438▼ $1,548
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$686,471$748,111▲ $61,640
Other Assets Total$3,000$3,000→ $0
Liabilities
Deferred Revenue$52,000$134,500▲ $82,500
Accounts Payable and Accrued Expenses$13,185$19,960▲ $6,775
Total Liabilities$65,185$154,460▲ $89,275
Net Assets / Fund Balance
Unrestricted Net Assets$621,286$593,651▼ $27,635
Total Net Assets Fund Balance$621,286$593,651▼ $27,635
Total Liabilities and Net Assets / Fund Balance$686,471$748,111▲ $61,640

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,438$99,226$101,664
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael AmmannPresident & CEOFT$172,500$27,000$199,500

Board Members and Trustees

NameTitle
Kevin HuberChairman
SUSAN DELL'OSSOVice Chairman
Bob JohnsonExec. Committee
Brent Ives-mayorExec. Committee
Lewis GaleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$880,758
Program Service Revenue
$0
Investment Income
$1,681
Other Revenue
$0
All Other Contributions
$880,758
Change in Net Assets
$-27,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$609,060
Other Expenses$301,014
Total Fundraising Expense$34,804
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$165,697$62,141$26,994$254,832
Current Officers, Directors, Trustees, and Key Employees$147,750$49,250-$197,000
All Other Expenses$81,171$5,836$4$87,793
Other Employee Benefits$61,042$17,091$3,256$81,389
Occupancy$46,887$15,629-$62,516
Pension Plan Contributions$30,875$11,187$2,684$44,746
Conferences and Meetings$32,595--$32,595
Payroll Taxes$21,454$7,773$1,866$31,093
Other Expenses$18,375$7,047-$18,375
Office Expenses$6,523$2,795-$9,318
Fees for Services Accounting-$5,858-$5,858
Insurance$3,268$1,089-$4,357
Depreciation Depletion$774$774-$1,548
Total Functional Expenses$688,018$186,470$34,804$910,074
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“Reviewed by president and executive committee.”

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

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
San Joaquin Partnership Inc
EIN
94-3140077
Phone
2099563380
Address
2800 W MARCH LANE, STOCKTON, CA 95219

Signing Officer

Name
Michael Ammann
Title
President & CEO
Signed
2015-03-11
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
20
Independent Board Members
20
Employees
5

Preparer

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

Financial Statement Notes

Part X : FIN48 Footnote

“On January 1, 2009, the Partnership adopted the new accounting for uncertainty in income tax guidance, which clarifies the accounting and recognition for tax positions taken or expected to be taken in its income tax returns. The Partnership's tax filings are subject to audit by various taxing authorities. The Partnership's federal tax returns for 2008, 2009 and 2010 remain open to examination by the Internal Revenue Service; state income returns for 2007, 2008, 2009 and 2010 are open to examination. In evaluating the Partnership's tax provisions and accruals, the Partnership believes that its estimates are appropriate based on current facts and circumstances.”

Raw XML Appendix384 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013185
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019960
IRS990/AccountsReceivableGrp/BOYAmt056500
IRS990/AccountsReceivableGrp/EOYAmt042583
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S PURPOSE IS TO PROMOTE SAN JOAQUIN COUNTY AND FACILITATE THE CREATION OF JOBS WITHIN THE COUNTY THROUGH ITS ACTIVITIES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0880758
IRS990/AllOtherExpensesGrp/FundraisingAmt04
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05836
IRS990/AllOtherExpensesGrp/ProgramServicesAmt081171
IRS990/AllOtherExpensesGrp/TotalAmt087793
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SAN JOAQUIN PARTNERSHIP INC
IRS990/BooksInCareOfDetail/PhoneNum02099563380
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02800 W MARCH LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095219
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04137
IRS990/CashNonInterestBearingGrp/EOYAmt092026
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt049250
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0147750
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0197000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt032595
IRS990/ConferencesMeetingsGrp/TotalAmt032595
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0880758
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01681
IRS990/CYOtherExpensesAmt0301014
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-27635
IRS990/CYSalariesCompEmpBnftPaidAmt0609060
IRS990/CYTotalExpensesAmt0910074
IRS990/CYTotalFundraisingExpenseAmt034804
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0882439
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt052000
IRS990/DeferredRevenueGrp/EOYAmt0134500
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0774
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0774
IRS990/DepreciationDepletionGrp/TotalAmt01548
IRS990/Desc0THE ORGANIZATION'S PURPOSE IS TO PROMOTE SAN JOAQUIN COUNTYAND FACILITATE THE CREATION OF JOBS WITHIN THE COUNTY THROUGHITS ACTIVITIES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05858
IRS990/FeesForServicesAccountingGrp/TotalAmt05858
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt550.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0KEVIN HUBER
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN DELL'OSSO
IRS990/Form990PartVIISectionAGrp/PersonNm2LEWIS GALE
IRS990/Form990PartVIISectionAGrp/PersonNm3BRENT IVES-MAYOR
IRS990/Form990PartVIISectionAGrp/PersonNm4BOB JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL AMMANN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5197000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXEC. COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXEC. COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5President & CEO
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0882439
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01089
IRS990/InsuranceGrp/ProgramServicesAmt03268
IRS990/InsuranceGrp/TotalAmt04357
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01681
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01681
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt099226
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03986
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02438
IRS990/LandBldgEquipCostOrOtherBssAmt0101664
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION'S PURPOSE IS TO PROMOTE SAN JOAQUIN COUNTY AND FACILITATE THE CREATION OF JOBS WITHIN THE COUNTY THROUGH ITS ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0621286
IRS990/NetAssetsOrFundBalancesEOYAmt0593651
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt015629
IRS990/OccupancyGrp/ProgramServicesAmt046887
IRS990/OccupancyGrp/TotalAmt062516
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02795
IRS990/OfficeExpensesGrp/ProgramServicesAmt06523
IRS990/OfficeExpensesGrp/TotalAmt09318
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt03000
IRS990/OtherAssetsTotalGrp/EOYAmt03000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03256
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017091
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt061042
IRS990/OtherEmployeeBenefitsGrp/TotalAmt081389
IRS990/OtherExpensesGrp/Desc0BROCHURES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT LEASES
IRS990/OtherExpensesGrp/Desc2TIE GREATER SILICON VALLEY
IRS990/OtherExpensesGrp/Desc3TRADE SHOWS/MISSIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07047
IRS990/OtherExpensesGrp/ProgramServicesAmt028233
IRS990/OtherExpensesGrp/ProgramServicesAmt121140
IRS990/OtherExpensesGrp/ProgramServicesAmt222234
IRS990/OtherExpensesGrp/ProgramServicesAmt318375
IRS990/OtherExpensesGrp/TotalAmt028233
IRS990/OtherExpensesGrp/TotalAmt128187
IRS990/OtherExpensesGrp/TotalAmt222234
IRS990/OtherExpensesGrp/TotalAmt318375
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt026994
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt062141
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0165697
IRS990/OtherSalariesAndWagesGrp/TotalAmt0254832
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt01866
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07773
IRS990/PayrollTaxesGrp/ProgramServicesAmt021454
IRS990/PayrollTaxesGrp/TotalAmt031093
IRS990/PensionPlanContributionsGrp/FundraisingAmt02684
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011187
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt030875
IRS990/PensionPlanContributionsGrp/TotalAmt044746
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0980704
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0481
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0269978
IRS990/PYRevenuesLessExpensesAmt0124008
IRS990/PYSalariesCompEmpBnftPaidAmt0587199
IRS990/PYTotalExpensesAmt0857177
IRS990/PYTotalRevenueAmt0981185
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-27635
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0618848
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0608064
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt02438
IRS990ScheduleD/EquipmentGrp/DepreciationAmt099226
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0101664
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0On January 1, 2009, the Partnership adopted the new accounting for uncertainty in income tax guidance, which clarifies the accounting and recognition for tax positions taken or expected to be taken in its income tax returns. The Partnership's tax filings are subject to audit by various taxing authorities. The Partnership's federal tax returns for 2008, 2009 and 2010 remain open to examination by the Internal Revenue Service; state income returns for 2007, 2008, 2009 and 2010 are open to examination. In evaluating the Partnership's tax provisions and accruals, the Partnership believes that its estimates are appropriate based on current facts and circumstances.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02438
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0172500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount015000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt012000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL AMMANN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0199500
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY PRESIDENT AND EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0686471
IRS990/TotalAssetsEOYAmt0748111
IRS990/TotalAssetsGrp/BOYAmt0686471
IRS990/TotalAssetsGrp/EOYAmt0748111
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0880758
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt034804
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0186470
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0688018
IRS990/TotalFunctionalExpensesGrp/TotalAmt0910074
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt065185
IRS990/TotalLiabilitiesEOYAmt0154460
IRS990/TotalLiabilitiesGrp/BOYAmt065185
IRS990/TotalLiabilitiesGrp/EOYAmt0154460
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0621286
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0593651
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0197000
IRS990/TotalRevenueGrp/ExclusionAmt01681
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0882439
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0686471
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0748111
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0621286
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0593651
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL AMMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN PARTNERSHIP INC
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0943140077
ReturnHeader/Filer/PhoneNum02099563380
ReturnHeader/Filer/USAddress/AddressLine1Txt02800 W MARCH LANE
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095219
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/PreparerPersonNm0Philip Lantsberger
ReturnHeader/ReturnTs02015-03-11T16:31:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$748,111
Liabilities
$154,460
Net assets
$593,651
Revenue
$882,439
Expenses
$910,074
Net income
-$27,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.16$0.07$0.61$0.67$0.06
2023Summary only. Only limited summary data is available for this year.$0.19$0.19$0.01$0.59$0.65$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.18$0.05$0.46$0.60$0.14
2021Summary only. Only limited summary data is available for this year.$0.35$0.16$0.19$0.54$0.54$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.15$0.20$0.49$0.58$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.06$0.44$0.69$0.77$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.04$0.52$0.73$0.79$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.08$0.58$0.78$0.88$0.10
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.08$0.68$0.88$0.85$0.03
2015Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.14$0.65$0.91$0.86$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.15$0.59$0.88$0.91$0.03
2013Summary only. Only limited summary data is available for this year.$0.69$0.07$0.62$0.98$0.86$0.12
2012Summary only. Only limited summary data is available for this year.$0.55$0.06$0.50$0.91$0.86$0.04
2011Summary only. Only limited summary data is available for this year.$0.51$0.06$0.45$1.04$0.95$0.09