Civic Intelligence

San Joaquin Foundation Inc.

990PF • Fiscal year 2020 • EIN 94-3140078

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 06, 2021

Organization Profile
3247 W March Lane Ste 200Stockton, CA 95219

(209) 943-2222

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

54th percentile

6.5%

Higher net margin than 54% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

92nd percentile

128%

Faster asset growth than 92% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-23%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$5,721

Up $3,210 (+128%) from 2019

Net Assets

Up

$5,721

Up $3,210 (+128%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin54th percentile

Revenue

Down

$49,351

Down $14,925 (-23%) from 2019

Expenses

Down

$46,141

Down $23,765 (-34%) from 2019

Net Income

Up

$3,210

Up $8,840 (+157%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$40K$30K$20K$10K$0Assets 2011: $38,495Liabilities 2011: $02011Assets 2012: $15,942Liabilities 2012: $12012Assets 2013: $14,729Liabilities 2013: $0Net Assets 2013: $14,7292013Assets 2014: $14,070Liabilities 2014: $0Net Assets 2014: $14,0702014Assets 2015: $9,788Liabilities 2015: $0Net Assets 2015: $9,7882015Assets 2016: $7,350Liabilities 2016: $0Net Assets 2016: $7,3502016Assets 2017: $9,506Liabilities 2017: $0Net Assets 2017: $9,5062017Assets 2018: $8,141Liabilities 2018: $0Net Assets 2018: $8,1412018Assets 2019: $2,511Liabilities 2019: $0Net Assets 2019: $2,5112019Assets 2020: $5,721Liabilities 2020: $0Net Assets 2020: $5,7212020Assets 2021: $4,196Liabilities 2021: $0Net Assets 2021: $4,1962021Assets 2022: $26,271Liabilities 2022: $0Net Assets 2022: $26,2712022Assets 2023: $4,073Liabilities 2023: $0Net Assets 2023: $4,0732023Assets 2024: $3,334Liabilities 2024: $0Net Assets 2024: $3,3342024

Highlighted filing

2020

Assets$5,721
Liabilities$0
Net Assets$5,721
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $108,727Expenses 2011: $113,234Net Income 2011: -$4,5072011Revenue 2012: $86,063Expenses 2012: $108,616Net Income 2012: -$22,5532012Revenue 2013: $85,214Expenses 2013: $86,427Net Income 2013: -$1,2132013Revenue 2014: $84,480Expenses 2014: $85,139Net Income 2014: -$6592014Revenue 2015: $83,828Expenses 2015: $88,110Net Income 2015: -$4,2822015Revenue 2016: $57,152Expenses 2016: $59,590Net Income 2016: -$2,4382016Revenue 2017: $80,927Expenses 2017: $78,771Net Income 2017: $2,1562017Revenue 2018: $67,026Expenses 2018: $68,391Net Income 2018: -$1,3652018Revenue 2019: $64,276Expenses 2019: $69,906Net Income 2019: -$5,6302019Revenue 2020: $49,351Expenses 2020: $46,141Net Income 2020: $3,2102020Revenue 2021: $24,100Expenses 2021: $25,625Net Income 2021: -$1,5252021Revenue 2022: $67,625Expenses 2022: $45,550Net Income 2022: $22,0752022Revenue 2023: $68,953Expenses 2023: $91,151Net Income 2023: -$22,1982023Revenue 2024: $81,305Expenses 2024: $82,044Net Income 2024: -$7392024

Highlighted filing

2020

Revenue$49,351
Expenses$46,141
Net Income$3,210
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS SHEPHARD SRCEO-$0--
RUDY G CROCECFO-$0--
DOUGLASS EBERHARDTSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAN JOAQUIN PARTNERSHIPMARKETING AND OUTREACH PROGRAM FOR ECONOMIC DEVELOPMENT.PCSTOCKTON, CA, US$12,500
Filing and Contact Details

Filer

Filer Name
San Joaquin Foundation Inc
EIN
94-3140078
Phone
2099432222
Address
3247 W MARCH LANE STE 200, STOCKTON, CA 95219

Signing Officer

Name
Rudy G Croce
Title
CFO
Phone
2099432222
Signed
2021-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
3247 W MARCH LANE SUITE 200, STOCKTON, CA 95219-2364
Preparer
Rudy G Croce
Phone
2099432222
Raw XML Appendix337 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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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt069906
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt067545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt078133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt058461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt087196
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt087196
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0320186
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046141
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt069906
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt067545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt078133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt058461
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046141
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046141
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0407382
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0361241
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CSU STANISLAUS
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1KAISER PERMANENTE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2HEALTH PLAN OF SAN JOAQUIN
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3FIRST 5 SAN JOAQUIN
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt4F&M BANK
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0612 EAST MAGNOLIA ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt175 N FAIR OAKS AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2PO BOX 30490
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt311 SOUTH SAN JOAQUIN ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt4121 W LODI AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0STOCKTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2STOCKTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3STOCKTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4LODI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095231
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd191103
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd295213
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd395202
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd495240
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt27500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt35000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt412500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DAY AT THE PARK SPONSORSHIP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt033606
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033606
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0ATTORNEY GENERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FTB
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RUDY G CROCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02099432222
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0943140078
ReturnHeader/Filer/PhoneNum02099432222
ReturnHeader/Filer/USAddress/AddressLine1Txt03247 W MARCH LANE STE 200
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814234542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BPM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03247 W MARCH LANE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0952192364
ReturnHeader/PreparerPersonGrp/PhoneNum02099432222
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUDY G CROCE
ReturnHeader/ReturnTs02021-10-06T16:30:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RUDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CROCE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,721
Liabilities
$0
Net assets
$5,721
Revenue
$49,351
Expenses
$46,141
Net income
$3,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.81$0.82$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.69$0.91$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.68$0.46$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.24$0.26$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.49$0.46$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.64$0.70$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.67$0.68$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.81$0.79$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.57$0.60$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.84$0.88$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.84$0.85$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.85$0.86$0.01
2012Summary only. Only limited summary data is available for this year.$0.16$0.00$0.86$1.09$0.23
2011Summary only. Only limited summary data is available for this year.$0.38$0.00$1.09$1.13$0.05