Nonprofit · EIN 94-3169032
SAN JOAQUIN COUNTY BAR FOUNDATION
Tax-exempt · STOCKTON, CA 95202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $142,813 | $105,924 | $36,889 | $112,746 | $26,469 | $86,277 |
| December 31, 2023 | 990-PF | $111,801 | $114,186 | -$2,385 | $75,857 | $26,469 | $49,388 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $45,000
- Dividends
- $548
- Other income
- $97,265
Expenses
- Grants and similar amounts paid
- $6,300
- Disbursements for charitable purposes
- $16,258
- Excise tax on investment income
- $8
Balance sheet and other
- Total assets, start of year
- $75,857
- Total assets, end of year
- $112,746
- Total liabilities, end of year
- $26,469
- Net assets, end of year
- $86,277
- Fair market value of assets
- $112,746
- Qualifying distributions
- $16,258
- Net investment income
- $548
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENISE PEREIRA 343 E MAIN STREET STE 408, STOCKTON, CA 95202 | PRESIDENT-ELECT | 0 | $0 |
| MELISSA DOUGHERTY 343 E MAIN STREET STE 408, STOCKTON, CA 95202 | Secretary | 1 | $0 |
| SEAN GEDDES 343 E MAIN STREET STE 408, STOCKTON, CA 95202 | Past President | 1 | $0 |
| JANETTE ROSSELL 343 E MAIN STREET STE 408, STOCKTON, CA 95202 | Treasurer | 1 | $0 |
| REBECCA DIEL 343 E MAIN STREET STE 408, STOCKTON, CA 95202 | President | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA DOUGHERTY 343 E MAIN STREET STE 408, STOCKTON, CA 95202 | Secretary | 1 | $0 |
| SEAN GEDDES 343 E MAIN STREET STE 408, STOCKTON, CA 95202 | President | 1 | $0 |
| JONATHAN E GARZOLI 343 E MAIN STREET STE 408, STOCKTON, CA 95207 | PAST PRESIDENT | 1 | $0 |
| JANETTE ROSSELL 343 E MAIN STREET STE 408, STOCKTON, CA 95202 | Treasurer | 1 | $0 |
| REBECCA DIEL 343 E MAIN STREET STE 408, STOCKTON, CA 95202 | PRESIDENT-ELECT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 343 E MAIN ST STE 408, STOCKTON, CA 95202-3057
- Signed the 990-PF
- SUSAN BARTMAN, Executive Director
- Phone
- (209) 472-3480
- Return prepared by
- Schwartz Giannini Lantsberger & Adamson
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3169032 or by the name SAN JOAQUIN COUNTY BAR FOUNDATION.
- 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)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3169032
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $112,746
- Income (IRS master file)
- $142,813
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $142,813 | $105,924 | $112,746 | XML |
| 990-PF | December 2023 | $111,801 | $114,186 | $75,857 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | 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 94-3169032).
Questions about SAN JOAQUIN COUNTY BAR FOUNDATION
- What is the EIN of SAN JOAQUIN COUNTY BAR FOUNDATION?
- The employer identification number (EIN) of SAN JOAQUIN COUNTY BAR FOUNDATION is 94-3169032.
- Is SAN JOAQUIN COUNTY BAR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to SAN JOAQUIN COUNTY BAR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAN JOAQUIN COUNTY BAR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAN JOAQUIN COUNTY BAR FOUNDATION 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 COUNTY BAR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SAN JOAQUIN COUNTY BAR FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does SAN JOAQUIN COUNTY BAR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $142,813, expenses of $105,924 and total assets of $112,746 at year end.
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