Civic Intelligence

San Joaquin Partnership Inc

990 • Fiscal year 2021 • EIN 94-3140077

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 08, 2022

2431 W March Lane 103Stockton, CA 95219

(209) 956-3380

Siviq Scores

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

Liabilities / Assets

87th percentile

0.45x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.30x

Higher debt load relative to revenue than 74% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Net Margin

23rd percentile

-1.0%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

71st percentile

$102,000

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Asset Growth

27th percentile

2.2%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

9.3%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Flat

$349,597

Flat from 2021

Net Assets

Flat

$190,565

Flat from 2021

Liabilities

Flat

$159,032

Flat from 2021

Revenue

Flat

$535,284

Flat from 2021

Expenses

Flat

$540,407

Flat from 2021

Net Income

Flat

-$5,123

Flat from 2021

Historical Trend

Balance Sheet Trend

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 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

2021

Assets$349,597
Liabilities$159,032
Net Assets$190,565

Operations Trend

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 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

2021

Revenue$535,284
Expenses$540,407
Net Income-$5,123
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 8, 2022
Return Version
2021v4.0
Gross Receipts
$535,284
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$200,669$225,797▲ $25,128
Accounts Receivable$59,045$94,840▲ $35,795
Cash and Non-Interest-Bearing Accounts$65,976$9,489▼ $56,487
Prepaid Expenses and Deferred Charges$2,077$7,347▲ $5,270
Land, Buildings, and Equipment, Net$9,533$7,334▼ $2,199
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$342,090$349,597▲ $7,507
Other Assets Total$4,790$4,790→ $0
Liabilities
Deferred Revenue$136,894$137,204▲ $310
Accounts Payable and Accrued Expenses$9,508$21,828▲ $12,320
Total Liabilities$146,402$159,032▲ $12,630
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$195,688$190,565▼ $5,123
Total Net Assets Fund Balance$195,688$190,565▼ $5,123
Total Liabilities and Net Assets / Fund Balance$342,090$349,597▲ $7,507

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,334$32,926$40,260
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Bob GutierrezPresident & CEOFT$102,000$102,000

Board Members and Trustees

NameTitle
Lewis GaleChairman
Mary Elizabeth EberhardtVice Chairman
Bob HarmonSec./Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$535,166
Program Service Revenue
$0
Investment Income
$118
Other Revenue
$0
All Other Contributions
$535,166
Change in Net Assets
$-5,123

Audited Revenue Reconciliation

Revenue per Audited Statements
$535,284
Total Revenue per Audited Statements
$535,284
Total Revenue per Form 990
$535,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$361,626
Other Expenses$178,781
Total Fundraising Expense$51,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$99,337$63,215$18,061$180,613
Current Officers, Directors, Trustees, and Key Employees$56,100$35,700$10,200$102,000
Occupancy$23,652$23,651-$47,303
Other Employee Benefits$24,768$16,006$4,531$45,305
Advertising$14,678$2,709$3,608$20,995
All Other Expenses$8,177$11,172$411$19,760
Pension Plan Contributions$9,981$6,351$1,815$18,147
Payroll Taxes$8,559$5,446$1,556$15,561
Insurance-$7,069-$7,069
Other Expenses$2,471$2,471$2,118$7,060
Fees for Services Accounting-$6,500-$6,500
Office Expenses$2,430$1,533$972$4,935
Depreciation Depletion$2,209$2,209-$4,418
Travel$154$295-$449
Total Functional Expenses$285,704$203,515$51,188$540,407

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$540,407
Total Expenses per Audited Statements$540,407
Total Expenses per Form 990$540,407
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
Audit committee
Yes
Backup withholding compliance
No
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
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
2431 W MARCH LANE 103, STOCKTON, CA 95219

Signing Officer

Name
Bob Gutierrez
Title
President & CEO
Signed
2022-09-08
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
16
Independent Board Members
16
Employees
5

Preparer

Firm
Schwartz Giannini Lantsberger & Adamson
Address
3461 Brookside Road Suite E, Stockton, CA 95219
Preparer
Philip Lantsberger
Phone
2094741084
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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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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/BookValueAmt07334
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032926
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt040260
IRS990ScheduleD/ExpensesSubtotalAmt0540407
IRS990ScheduleD/RevenueSubtotalAmt0535284
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07334
IRS990ScheduleD/TotalExpensesPerForm990Amt0540407
IRS990ScheduleD/TotalRevenuePerForm990Amt0535284
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0535284
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0540407
IRS990/ScheduleJRequiredInd0false
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0342090
IRS990/TotalAssetsEOYAmt0349597
IRS990/TotalAssetsGrp/BOYAmt0342090
IRS990/TotalAssetsGrp/EOYAmt0349597
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0535166
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt051188
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0203515
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0285704
IRS990/TotalFunctionalExpensesGrp/TotalAmt0540407
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0146402
IRS990/TotalLiabilitiesEOYAmt0159032
IRS990/TotalLiabilitiesGrp/BOYAmt0146402
IRS990/TotalLiabilitiesGrp/EOYAmt0159032
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0195688
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0190565
IRS990/TotalProgramServiceExpensesAmt0285704
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0102000
IRS990/TotalRevenueGrp/ExclusionAmt0118
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0535284
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0342090
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0349597
IRS990/TravelGrp/ManagementAndGeneralAmt0295
IRS990/TravelGrp/ProgramServicesAmt0154
IRS990/TravelGrp/TotalAmt0449
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02431 W MARCH LANE 103
IRS990/USAddress/CityNm0STOCKTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095219
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB GUTIERREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN PARTNERSHIP INC
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0943140077
ReturnHeader/Filer/PhoneNum02099563380
ReturnHeader/Filer/USAddress/AddressLine1Txt02431 W MARCH LANE 103
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680290029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schwartz Giannini Lantsberger & Adamson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03461 Brookside Road Suite E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094741084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Philip Lantsberger
ReturnHeader/ReturnTs02022-09-08T13:43:59-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BOB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUTIERREZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

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
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.16$0.19$0.54$0.54$0.01
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