Civic Intelligence

San Joaquin County Bar Foundation

990PF • Fiscal year 2019 • EIN 94-3169032

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 22, 2020

Organization Profile
6 S El Dorado Street Suite 315Stockton, CA 95202

(209) 472-3480

Siviq Scores

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

Liabilities / Assets

87th percentile

0.25x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

0.23x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

29th percentile

-7.7%

Higher net margin than 29% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

63rd percentile

7.9%

Faster asset growth than 63% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

-2.2%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$115,533

Up $8,497 (+7.9%) from 2018

Net Assets

Down

$86,164

Down $9,713 (-10%) from 2018

Liabilities

Up

$29,369

Up $18,210 (+163%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin29th percentile

Revenue

Down

$125,660

Down $2,785 (-2.2%) from 2018

Expenses

Down

$135,373

Down $4,689 (-3.3%) from 2018

Net Income

Up

-$9,713

Up $1,904 (+16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$300K$200K$100K$0Assets 2011: $29,918Liabilities 2011: $02011Assets 2012: $26,405Liabilities 2012: $02012Assets 2013: $36,509Liabilities 2013: $02013Assets 2015: $106,916Liabilities 2015: $0Net Assets 2015: $106,9162015Assets 2016: $132,002Liabilities 2016: $0Net Assets 2016: $132,0022016Assets 2017: $220,692Liabilities 2017: $113,198Net Assets 2017: $107,4942017Assets 2018: $107,036Liabilities 2018: $11,159Net Assets 2018: $95,8772018Assets 2019: $115,533Liabilities 2019: $29,369Net Assets 2019: $86,1642019Assets 2020: $96,242Liabilities 2020: $12,094Net Assets 2020: $84,1482020Assets 2021: $55,233Liabilities 2021: $6,146Net Assets 2021: $49,0872021Assets 2022: $65,287Liabilities 2022: $13,514Net Assets 2022: $51,7732022Assets 2023: $75,857Liabilities 2023: $26,469Net Assets 2023: $49,3882023Assets 2024: $112,746Liabilities 2024: $26,469Net Assets 2024: $86,2772024

Highlighted filing

2019

Assets$115,533
Liabilities$29,369
Net Assets$86,164
Open 2019 Filing

Operations Trend

Revenue Growth45th percentile

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

$200K$100K$0-$100KRevenue 2011: $1,268Expenses 2011: $4,826Net Income 2011: -$3,5582011Revenue 2012: $4,525Expenses 2012: $8,038Net Income 2012: -$3,5132012Revenue 2013: $16,846Expenses 2013: $6,742Net Income 2013: $10,1042013Revenue 2015: $136,783Expenses 2015: $92,773Net Income 2015: $44,0102015Revenue 2016: $125,587Expenses 2016: $100,501Net Income 2016: $25,0862016Revenue 2017: $158,527Expenses 2017: $183,035Net Income 2017: -$24,5082017Revenue 2018: $128,445Expenses 2018: $140,062Net Income 2018: -$11,6172018Revenue 2019: $125,660Expenses 2019: $135,373Net Income 2019: -$9,7132019Revenue 2020: $82,470Expenses 2020: $84,486Net Income 2020: -$2,0162020Revenue 2021: $62,046Expenses 2021: $97,107Net Income 2021: -$35,0612021Revenue 2022: $92,444Expenses 2022: $89,758Net Income 2022: $2,6862022Revenue 2023: $111,801Expenses 2023: $114,186Net Income 2023: -$2,3852023Revenue 2024: $142,813Expenses 2024: $105,924Net Income 2024: $36,8892024

Highlighted filing

2019

Revenue$125,660
Expenses$135,373
Net Income-$9,713
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 22, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER RUBINOImm. Past Pre.-$0--
ANNA MAPLESPresident-Elect-$0--
ARMANDO VILLAPUDUAPresident-$0--
SPENCER SINCLAIRTreasurer-$0--
SEAN GEDDESSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-STEPHENSON SCHOLARSHIP AWARDITRACY, CA, US$500
Paid Grant-STEPHENSON SCHOLARSHIP AWARDILODI, CA, US$500
Paid Grant-STEPHENSON SCHOLARSHIP AWARDIMANTECA, CA, US$500
Paid Grant-STEPHENSON SCHOLARSHIP AWARDIELK GROVE, CA, US$500
Filing and Contact Details

Filer

Filer Name
San Joaquin County Bar Foundation
EIN
94-3169032
Phone
2094723480
Address
6 S EL DORADO STREET SUITE 315, STOCKTON, CA 95202

Signing Officer

Name
Robert Oakes
Title
Executive Director
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz Giannini Lantsberger & Adamson
Address
3461 Brookside Road Suite E, Stockton, CA 95219
Preparer
Nikolas Torres
Phone
2094741084
Raw XML Appendix328 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt04730
AccountingFeesSchedule/AccountingFeesDetail/Amt04730
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX & ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0CONTRACT MEDIATION SERVIC
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt0120135
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0120135
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0120135
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt04730
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04730
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05525
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9713
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt058035
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt058035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt069458
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt069458
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0120135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt01150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01150
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0133373
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0135373
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0125660
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0133373
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0133373
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9713
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt086164
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt095877
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt086164
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02657
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02657
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02657
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02657
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0115533
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt011159
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt026566
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt07604
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt026229
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt07604
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt07604
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt045863
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt072985
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt072985
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt095877
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02803
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt034944
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt034944
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt034944
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt034944
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0107036
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0115533
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0115533
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt011159
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt029369
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0107036
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0115533
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt095877
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt086164
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt053949
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt053949
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0809
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02657
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt053140
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt053949
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HEATHER RUBINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANNA MAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ARMANDO VILLAPUDUA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SPENCER SINCLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SEAN GEDDES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0IMM. PAST PRE.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03439 BROOKSIDE ROAD SUITE 208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16 S EL DORADO STREET SUITE 3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22431 W MARCH LANE SUITE 220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36 S EL DORADO STREET SUITE 3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46 S EL DORADO STREET SUITE 3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0STOCKTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1STOCKTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2STOCKTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3STOCKTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4STOCKTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd395202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd495202
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt010239
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.068179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.10942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.14042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt053140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt081871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0106638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt093575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt049053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt027504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.340896
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE FOUNDATION HAS A CONTRACT WITH THE SUPERIOR COURT TO PROVIDE SMALL CLAIMS COURT INFORMATION & MEDIATION SERVICES FREE OF CHARGE TO INDIVIDUALS. THE FOUNDATION USES THE CONTRACT REVENUE TO PAY MEDIATORS AND FACILITATORS TO PROVIDE CASE-MANAGEMENT-RELATED SERVICE TO THE COURT, A MONTHLY SMALL CLAIMS CLINIC, AND A SMALL CLAIMS INFORMATION HOTLINE.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06 S EL DORADO STREET 315
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STOCKTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JARROD CORRADI
IRS990PF/StatementsRegardingActyGrp/PhoneNum02099480125
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0STEPHENSON SCHOLARSHIP AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1STEPHENSON SCHOLARSHIP AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2STEPHENSON SCHOLARSHIP AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3STEPHENSON SCHOLARSHIP AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ADRASH CHANDRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SCOTT EUGENE DARNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2GRACIELA VILLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3JOSHUA TRINH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02670 REYES KANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15296 E ARMSTRONG ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2626 WEDGEWOOD WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34104 BABSON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TRACY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LODI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MANTECA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ELK GROVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095376
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295336
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395758
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02314
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0657
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01657
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09999
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05560
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04439
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011656
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012313
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0140
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2900
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3276
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt450395
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt54012
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt63551
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt76674
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt82546
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt9864
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISING AND PROMOTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EMPLOYEE BENEFITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISC EXPENSE REIMBURSEMENT TO SJBA
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7PAYROLL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8STEPHENSON SCHOLARSHIP EVENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2900
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3276
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt450395
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt63551
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt76674
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt82546
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9864
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CONTRACT MEDIATION SERVIC
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0120135
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CIVIL LIT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1WOMEN LAWYERS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11803
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt1150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHERS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT OAKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN COUNTY BAR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0943169032
ReturnHeader/Filer/PhoneNum02094723480
ReturnHeader/Filer/USAddress/AddressLine1Txt06 S EL DORADO STREET SUITE 315
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095202
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/PreparerPersonNm0Nikolas Torres
ReturnHeader/ReturnTs02020-10-22T13:41:05-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,533
Liabilities
$29,369
Net assets
$86,164
Revenue
$125,660
Expenses
$135,373
Net income
-$9,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.26$0.86$1.43$1.06$0.37
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.26$0.49$1.12$1.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.14$0.52$0.92$0.90$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.06$0.49$0.62$0.97$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.12$0.84$0.82$0.84$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.29$0.86$1.26$1.35$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.11$0.96$1.28$1.40$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.21$1.13$1.07$1.59$1.83$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.26$1.01$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.37$0.93$0.44
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.17$0.07$0.10
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.05$0.08$0.04
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.01$0.05$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits