Civic Intelligence

The Stockton Public Schools Foundation

EIN 94-6083076 • 501(c)3 • Stockton, CA

Profile

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.

3031 W March Lane 300EStockton, CA 95219

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

77%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,365,484

Up $138,089 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,365,484

Up $138,089 (+11%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin82nd percentile

Revenue

Up

$78,834

Up $34,359 (+77%) from 2023

Expenses

Up

$53,340

Up $15,741 (+42%) from 2023

Net Income

Up

$25,494

Up $18,618 (+271%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$1,365,484
Liabilities$0
Net Assets$1,365,484
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$78,834
Expenses$53,340
Net Income$25,494
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,365,484
Liabilities
$0
Net assets
$1,365,484
Revenue
$78,834
Expenses
$53,340
Net income
$25,494
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$188,923
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$1,182,968$1,198,752▲ $15,784
Savings and Temporary Cash Investments$26,198$122,138▲ $95,940
Cash and Non-Interest-Bearing Accounts$18,229$44,594▲ $26,365
Accounts Receivable-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,227,395$1,365,484▲ $138,089
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$917,473$1,030,562▲ $113,089
Net Assets With Donor Restrictions$309,922$334,922▲ $25,000
Total Net Assets Fund Balance$1,227,395$1,365,484▲ $138,089
Total Liabilities and Net Assets / Fund Balance$1,227,395$1,365,484▲ $138,089

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,209,167$25,000▲ $166,351$45,000$1,345,832
2023$1,124,723-▲ $122,884$30,000$1,209,167
2022$1,331,390-▼ $167,687$30,000$1,124,723
2021$1,196,032-▲ $172,921$30,000$1,331,390
2020$1,193,792-▲ $41,253$30,000$1,196,032
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Regina MartinPresident
Max VargasVice President
Alejandro GomezDirector
Anita KellyDirector
Samantha WirzbergerDirector
Sofia ColonDirector
Zuleima Flores AbidDirector
Phyllis DuarteScholarship Sec
Dyane Burgos MedinaSecretary
Paula FragoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,000
Program Service Revenue
$0
Investment Income
$53,756
Other Revenue
$78
All Other Contributions
$25,000
Change in Net Assets
$25,494
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,000
Other Expenses$14,340
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$39,000--$39,000
Fees for Service Investment Mgmnt Fees-$9,686-$9,686
Fees for Services Accounting-$3,100-$3,100
Insurance-$1,014-$1,014
Occupancy-$540-$540
Total Functional Expenses$39,000$14,340$0$53,340
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
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 11B

“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 B, Line 12C

“The board review the conflict of interest policy at the annual board meeting in march of each year.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
The Stockton Public Schools Foundation
EIN
94-6083076
Phone
2099573691
Address
3031 W MARCH LANE 300E, STOCKTON, CA 95219

Signing Officer

Name
Paula Frago
Title
Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paula Frago
Formed
1959
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Schwartz Giannini Lantsberger & Adamson
Address
3461 Brookside Road Suite E, Stockton, CA 95219
Preparer
Nikolas Torres
Phone
2094741084
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IRS990/MissionDesc0THE 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.
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY ACTIVE AND CONTINUOUS PARTICIPATION IN THE DISTRICT'S SCHOLARSHIP PROGRAM. THE DISTRICT CONDUCTS THE APPLICATION PROCESS AND PROVIDES THE ORGANIZATION WITH A LIST OF ELIGIBLE STUDENTS. THE ORGANIZATION CONDUCTS STUDENT INTERVIEWS, DETERMINES THE RECIPIENTS, AND ADMINISTERS DISBURSEMENT OF THE SCHOLARSHIP FUNDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION WAS ESTABLISHED TO ADMINISTER THE INVESTMENTS OF SEVERAL BEQUESTS SET UP FOR THE EXPRESS PURPOSES OF PROVIDING SCHOLARSHIPS FOR STUDENTS ENROLLED IN THE STOCKTON UNIFIED SCHOOL DISTRICT. THE ORGANIZATION HOLDS TITLE AND MANAGES THE ENDOWMENT INVESTMENTS, WHICH ARE DIRECT FURTHERANCE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE DISTRICT ESTABLISHES THE SCHOLARSHIP CRITERIA, PUBLICIZES THE SCHOLARSHIP PROGRAM, SOLICITS THE APPLICATIONS, AND PROVIDES THE ORGANIZATION WITH A LIST OF ELIGIBLE STUDENTS. THE ORGANIZATION ASSISTS THE DISTRICT BY CONDUCTING THE STUDENTS INTERVIEWS, SELECTING THE RECIPIENTS AND HOSTING THE DISTRICT'S COUNCILORS, SCHOLARSHIP RECIPIENTS AND THEIR FAMILIES AT THE ANNUAL SCHOLARSHIP BANQUET WHERE THE SCHOLARSHIPS ARE AWARDED. THE ORGANIZATION ALSO ADMINISTERS DISBURSEMENT OF THE SCHOLARSHIP FUNDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2b: Reasons For The Organization's Position
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0STOCKTON UNIFIED SCHOOL DISTRICT
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IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt039000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR SUSD STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt046
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ARE PAID DIRECTLY TO THE SECONDARY SCHOOL OF THE AWARD RECIPIENT AFTER RECEIPT OF PROOF OF ENROLLMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
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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 BOARD REVIEW THE CONFLICT OF INTEREST POLICY AT THE ANNUAL BOARD MEETING IN MARCH OF EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/TotalCompGreaterThan150KInd0false
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