Civic Intelligence

The Stockton Public Schools Foundation

990 • Fiscal year 2013 • EIN 94-6083076

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

Organization ProfileN/A
3031 W March Lane No 300E95219

(209) 957-3691

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

15th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

58th percentile

4.5%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

73rd percentile

19%

Faster revenue growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,202,407

Up $52,178 (+4.5%) from 2012

Net Assets

Up

$1,202,407

Up $52,178 (+4.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin90th percentile

Revenue

Up

$68,961

Up $10,809 (+19%) from 2012

Expenses

Down

$34,847

Down $5,534 (-14%) from 2012

Net Income

Up

$34,114

Up $16,343 (+92%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,132,458Liabilities 2011: $0Net Assets 2011: $1,132,4582011Assets 2012: $1,150,229Liabilities 2012: $0Net Assets 2012: $1,150,2292012Assets 2013: $1,202,407Liabilities 2013: $0Net Assets 2013: $1,202,4072013Assets 2014: $1,204,758Liabilities 2014: $0Net Assets 2014: $1,204,7582014Assets 2015: $1,090,438Liabilities 2015: $0Net Assets 2015: $1,090,4382015Assets 2016: $1,121,901Liabilities 2016: $0Net Assets 2016: $1,121,9012016Assets 2017: $1,188,429Liabilities 2017: $0Net Assets 2017: $1,188,4292017Assets 2018: $1,083,700Liabilities 2018: $0Net Assets 2018: $1,083,7002018Assets 2019: $1,216,619Liabilities 2019: $0Net Assets 2019: $1,216,6192019Assets 2020: $1,208,405Liabilities 2020: $0Net Assets 2020: $1,208,4052020Assets 2021: $1,342,762Liabilities 2021: $0Net Assets 2021: $1,342,7622021Assets 2022: $1,142,109Liabilities 2022: $0Net Assets 2022: $1,142,1092022Assets 2023: $1,227,395Liabilities 2023: $0Net Assets 2023: $1,227,3952023Assets 2024: $1,365,484Liabilities 2024: $0Net Assets 2024: $1,365,4842024

Highlighted filing

2013

Assets$1,202,407
Liabilities$0
Net Assets$1,202,407
Open 2013 Filing

Operations Trend

Revenue Growth73rd percentile

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

$100K$50K$0-$50KRevenue 2011: -$2,202Expenses 2011: $38,060Net Income 2011: -$40,2622011Revenue 2012: $58,152Expenses 2012: $40,381Net Income 2012: $17,7712012Revenue 2013: $68,961Expenses 2013: $34,847Net Income 2013: $34,1142013Revenue 2014: $78,324Expenses 2014: $40,063Net Income 2014: $38,2612014Revenue 2015: $57,692Expenses 2015: $54,931Net Income 2015: $2,7612015Revenue 2016: $59,228Expenses 2016: $52,202Net Income 2016: $7,0262016Revenue 2017: $80,259Expenses 2017: $33,678Net Income 2017: $46,5812017Revenue 2018: $20,973Expenses 2018: $48,068Net Income 2018: -$27,0952018Revenue 2019: $38,877Expenses 2019: $37,871Net Income 2019: $1,0062019Revenue 2020: $50,846Expenses 2020: $49,467Net Income 2020: $1,3792020Revenue 2021: $75,506Expenses 2021: $38,862Net Income 2021: $36,6442021Revenue 2022: $22,208Expenses 2022: $32,976Net Income 2022: -$10,7682022Revenue 2023: $44,475Expenses 2023: $37,599Net Income 2023: $6,8762023Revenue 2024: $78,834Expenses 2024: $53,340Net Income 2024: $25,4942024

Highlighted filing

2013

Revenue$68,961
Expenses$34,847
Net Income$34,114
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.0
Gross Receipts
$252,540
Mission and Program Overview

Mission

The mission of the foundation is to support the stockton unified school district in their efforts to encourage students to further their education and welfare by providing scholarships for secondary education and other forms of assistance.

To support the efforts of the stockton unified school district to encourage students to pursue a secondary education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$253,584$999,825▲ $746,241
Investments Other Securities$50,685$97,409▲ $46,724
Savings and Temporary Cash Investments$836,345$91,959▼ $744,386
Cash and Non-Interest-Bearing Accounts$9,615$13,214▲ $3,599
Total Assets$1,150,229$1,202,407▲ $52,178
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$859,529$882,485▲ $22,956
Permanently Rstr Net Assets$290,700$319,922▲ $29,222
Total Net Assets Fund Balance$1,150,229$1,202,407▲ $52,178
Total Liabilities and Net Assets / Fund Balance$1,150,229$1,202,407▲ $52,178

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$97,409--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,140,614-▲ $87,025$38,443$1,189,196
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Regina MartinPresident
Adnan KhanDirector
Ben ReddishDirector
Claudia PratherDirector
Dyane BurgosDirector
Max VargasDirector
Phyllis DuarteScholarship Secretary
Zulema GomezSecretary
Paula FragoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$68,961
Other Revenue
$0
Change in Net Assets
$34,114

Audited Revenue Reconciliation

Revenue per Audited Statements
$68,961
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,064
Total Revenue per Audited Statements
$87,025
Total Revenue per Form 990
$68,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,500
Other Expenses$7,347
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$27,500--$27,500
Fees for Service Investment Mgmnt Fees-$3,168-$3,168
Fees for Services Accounting-$2,300-$2,300
Insurance-$863-$863
Conferences and Meetings$505--$505
All Other Expenses$178$288-$466
Other Expenses-$45-$45
Total Functional Expenses$28,183$6,664$0$34,847

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$34,847
Total Expenses per Audited Statements$34,847
Total Expenses per Form 990$34,847
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board treasurer receives a draft of the 990 from the preparer and performs the initial review. Once revisions are made, a revised draft is forwarded to each board member with an invitation to review and comment prior to the due date of the 990. A final copy of the 990 is forwarded to all board members prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
94-6083076
Phone
2099573691

Signing Officer

Name
Paula Frago
Title
Treasurer
Phone
2099573691
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paula Frago
Formed
1959
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
20

Preparer

Preparer
Tobbie J Wells
Phone
2094731040
Raw XML Appendix371 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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IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.27000
IRS990ScheduleD/RevenueNotReportedAmt018064
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt068961
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt097409
IRS990ScheduleD/TotalExpensesPerForm990Amt034847
IRS990ScheduleD/TotalRevenuePerForm990Amt068961
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt087025
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt034847
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS OF THE STOCKTON UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ARE PAID DIRECTLY TO THE SECONDARY SCHOOL OF THE AWARD RECIPIENT AFTER RECEIPT OF PROOF OF ENROLLMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD TREASURER RECEIVES A DRAFT OF THE 990 FROM THE PREPARER AND PERFORMS THE INITIAL REVIEW. ONCE REVISIONS ARE MADE, A REVISED DRAFT IS FORWARDED TO EACH BOARD MEMBER WITH AN INVITATION TO REVIEW AND COMMENT PRIOR TO THE DUE DATE OF THE 990. A FINAL COPY OF THE 990 IS FORWARDED TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01150229
IRS990/TotalAssetsEOYAmt01202407
IRS990/TotalAssetsGrp/BOYAmt01150229
IRS990/TotalAssetsGrp/EOYAmt01202407
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06664
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028183
IRS990/TotalFunctionalExpensesGrp/TotalAmt034847
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01150229
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01202407
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt028183
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt068961
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068961
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01150229
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01202407
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0859529
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0882485
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103031 W MARCH LANE NO 300E
IRS990/USAddress/City0STOCKTON
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode095219
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA FRAGO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02099573691
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE STOCKTON PUBLIC SCHOOLS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STOC
ReturnHeader/Filer/EIN0946083076
ReturnHeader/Filer/PhoneNum02099573691
ReturnHeader/Filer/USAddress/AddressLine103031 W MARCH LANE NO 300E
ReturnHeader/Filer/USAddress/City0STOCKTON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941481988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BOWMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010100 TRINITY PARKWAYSTE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094731040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOBBIE J WELLS
ReturnHeader/ReturnTs02014-11-10T18:34:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,202,407
Liabilities
$0
Net assets
$1,202,407
Revenue
$68,961
Expenses
$34,847
Net income
$34,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.08$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.04$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.02$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.04$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.02$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08$0.03$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.08$0.04$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.06$0.04$0.02
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.00$0.04$0.04