Nonprofit · EIN 26-1476916
SAN JOAQUIN COMMUNITY FOUNDATION INC
Tax-exempt · STOCKTON, CA 95219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,721,304 | $13,862,499 | -$5,141,195 | $41,592,361 | $19,222,138 | $22,370,223 |
| December 31, 2023 | 990 | $13,225,096 | $7,761,289 | $5,463,807 | $41,910,804 | $14,601,683 | $27,309,121 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,467,907
- Program service revenue
- $235,353
- Investment income
- $1,018,044
- Net gain from sales of assets
- $697,288
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $8,674,534
- Compensation of officers, directors and key employees
- $177,418
- Other salaries and wages
- $696,833
- Salaries, compensation and benefits (total)
- $1,023,642
- Professional fundraising fees
- $0
- Accounting fees
- $23,000
- Occupancy
- $50,157
- Travel
- $19,207
- Depreciation
- $10,884
- Program services (functional)
- $12,997,875
- Management and general (functional)
- $550,308
- Fundraising (functional)
- $314,316
Balance sheet and other
- Total assets, start of year
- $41,910,804
- Total assets, end of year
- $41,592,361
- Total liabilities, end of year
- $19,222,138
- Net assets, end of year
- $22,370,223
- Land, buildings and equipment
- $37,750
- Publicly traded securities
- $28,984,186
- Net assets without donor restrictions
- $3,541,229
- Net assets with donor restrictions
- $18,828,994
- Gross receipts
- $16,837,250
- Employees
- 10
- Volunteers
- 27
- Year formed
- 2007
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MOSES ZAPIEN | CEO/PRESIDENT Officer | 40 | $177,418 |
| PETER RAGSDALE | Chairperson Trustee or director, Officer | 1 | $0 |
| DARYL PETRICK | Treasurer Trustee or director, Officer | 1 | $0 |
| JEAN CALLAHAN | Director Trustee or director | 1 | $0 |
| BECKY DIEL CHESHIRE | Vice Chair Trustee or director, Officer | 1 | $0 |
| CINDY FOSTER | Director Trustee or director | 1 | $0 |
| GARY SINGH | Secretary Trustee or director, Officer | 1 | $0 |
| LANGE LUNTAO | Director Trustee or director | 1 | $0 |
| RICK MCCARTY | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MOSES ZAPIEN | CEO/PRESIDENT Officer | 40 | $195,135 |
| SUE SHALVEY | Fmr Past Chair Trustee or director | 1 | $0 |
| PETER RAGSDALE | Chairperson Trustee or director, Officer | 1 | $0 |
| EDITH SUMAQUIAL | Fmr Vice Chair Trustee or director, Officer | 1 | $0 |
| DARYL PETRICK | Treasurer Trustee or director, Officer | 1 | $0 |
| JEAN CALLAHAN | Director Trustee or director | 1 | $0 |
| BECKY DIEL CHESHIRE | Director Trustee or director | 1 | $0 |
| CINDY FOSTER | Director Trustee or director | 1 | $0 |
| GARY SINGH | Secretary Trustee or director, Officer | 1 | $0 |
| JAIME NANCE | Former Director Trustee or director | 1 | $0 |
| LANGE LUNTAO | Director Trustee or director | 1 | $0 |
| RICK MCCARTY | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6731 HERNDON PL, STOCKTON, CA 95219-3514
- Principal officer (990 for 2024)
- MICHAEL DUFFY
- Signed the 990
- MICHAEL DUFFY, CEO/PRESIDENT
- Phone
- (209) 943-2375
- Website
- WWW.CFOSJ.ORG
- Return prepared by
- Schwartz Giannini Lantsberger & Adamson
California records
California keeps its own records of charities and corporations. Search them by EIN 26-1476916 or by the name SAN JOAQUIN COMMUNITY FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE LEADERSHIP, PROMOTE A CULTURE OF GIVING & CREATE RESOURCES THAT ADDRESS THE NEEDS OF SAN JOAQUIN COUNTY.
Program accomplishments
- THE FOUNDATION PROVIDED 516 GRANTS TO NON-PROFIT ORGANIZATIONS PRIMARILY SERVING SAN JOAQUIN COUNTY REGION. IN ADDITION, THE FOUNDATION PROVIDED APPROXIMATELY 90 SCHOLARSHIPS TO YOUTH IN SAN JOAQUIN.Expenses $12,997,875 · grants $8,674,534
- THE FOUNDATION SERVED AS A FISCAL SPONSOR FOR SEVERAL CHARITABLE INITIATIVES INCLUDING INCLUSIVE ECONOMY FUND TO EMPOWER MARGINALIZED COMMUNITITES AND SUPPORT INCLUSIVE WORKFORCE PLANNING EFFORTS IN THE STOCKTON REGION, AND THE OPEN FOR BUSINESS TECHNICAL ASSISTANCE FUND TO ESTABLISH AND GROW PRIMARILY MINORITY-OWNED SMALL BUSINESSES.
- THE FOUNDATION ADMINISTERS AND MAINTAINS DONOR ADVISED FUNDS, WHICH PROVIDE DONORSWITH THE OPPORTUNITY TO INVEST AND GROW THEIR CHARITABLE RESOURCES TO MAKE GRANTS THAT SUPPORT THEIR CHARITABLE CAUSES OF CHOICE AND ALSO ADD ADDITIONAL CONTRIBUTIONS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1476916
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $41,592,361
- Income (IRS master file)
- $16,837,250
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,721,304 | $13,862,499 | $41,592,361 | XML |
| 990 | December 2023 | $13,225,096 | $7,761,289 | $41,910,804 | XML |
| 990 | December 2022 | $9,000,164 | $5,921,826 | $34,658,260 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1476916).
Questions about SAN JOAQUIN COMMUNITY FOUNDATION INC
- What is the EIN of SAN JOAQUIN COMMUNITY FOUNDATION INC?
- The employer identification number (EIN) of SAN JOAQUIN COMMUNITY FOUNDATION INC is 26-1476916.
- Is SAN JOAQUIN COMMUNITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to SAN JOAQUIN COMMUNITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN JOAQUIN COMMUNITY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN JOAQUIN COMMUNITY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN JOAQUIN COMMUNITY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SAN JOAQUIN COMMUNITY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names MICHAEL DUFFY.
- Who are the officers and directors of SAN JOAQUIN COMMUNITY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $177,418 (MOSES ZAPIEN, CEO/PRESIDENT).
- How much revenue does SAN JOAQUIN COMMUNITY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,721,304, expenses of $13,862,499 and total assets of $41,592,361 at year end.
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