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Nonprofit · EIN 94-6109113

SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND

Tax-exempt · STOCKTON, CA 95219

Financials

$45K$45K2023$91K$62K2024$123K$63K2025
Revenue Expenses · by fiscal year end
Financials of SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990$123,365$63,207$60,158$1,159,227$926$1,158,301
March 31, 2025990$90,526$62,247$28,279$1,099,039$896$1,098,143
March 31, 2024990$45,123$44,617$506$1,069,864$0$1,069,864
Financial details: 990 for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$58,250
Program service revenue
$12,210
Investment income
$52,905
Net gain from sales of assets
$31,348
Other revenue
$0

Expenses

Grants and similar amounts paid
$16,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,290
Program services (functional)
$63,207

Balance sheet and other

Total assets, start of year
$1,099,039
Total assets, end of year
$1,159,227
Total liabilities, end of year
$926
Net assets, end of year
$1,158,301
Net assets without donor restrictions
$1,158,301
Gross receipts
$244,573
Employees
0
Year formed
1962
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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
GEORGETTE HUNEFELDBOARD MEMBER
Trustee or director
1$0
ERICA WATERSDirector
Trustee or director
1$0
ELIZABETH GRADYVICE CHAIR
Trustee or director, Officer
1$0
JANWYN FUNAMURABOARD MEMBER
Trustee or director
1$0
GREGG JONGEWARDDirector
Trustee or director
1$0
ALEXANDER FODORChairman
Trustee or director, Officer
1$0
CAROLINE ANDERSONCFO
Trustee or director, Officer
1$0
LISA LUCCHESISecretary
Trustee or director, Officer
1$0
990 for the year ended March 31, 2025: 9 people
NameTitleHours / weekCompensation
ERIC CHAPABOARD MEMBER
Trustee or director
1$0
ERICA WATERSDirector
Trustee or director
1$0
ELIZABETH GRADYVICE CHAIR
Trustee or director, Officer
1$0
JANWYN FUNAMURABOARD MEMBER
Trustee or director
1$0
GREGG JONGEWARDDirector
Trustee or director
1$0
ALEXANDER FODORBOARD MEMBER
Trustee or director
1$0
MATTHEW WETSTEINDirector
Trustee or director
1$0
CAROLINE ANDERSONCFO
Trustee or director, Officer
1$0
LISA LUCCHESISecretary
Trustee or director, Officer
1$0
990 for the year ended March 31, 2024: 9 people
NameTitleHours / weekCompensation
ERIC CHAPABOARD MEMBER
Trustee or director
1$0
ERICA WATERSDirector
Trustee or director, Officer
0$0
ELIZABETH GRADYVICECHAIR
Trustee or director, Officer
1$0
JANWYN FUNAMURABOARD MEMBER
Trustee or director
1$0
GREGG JONGEWARDDirector
Trustee or director, Officer
1$0
ALEXANDER FODORBOARD MEMBER
Trustee or director
1$0
GEORGETTE HUNEFELDDirector
Trustee or director, Officer
1$0
CAROLINE ANDERSONCFO
Trustee or director
1$0
LISA LUCCHESIBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
3031 W MARCH LN STE 222W, STOCKTON, CA 95219-6567
Signed the 990
ELIZABETH RICHMOND, MANAGER
Phone
(209) 952-5299
Return prepared by
LAUCHLAND & BESTOLARIDES CPAS INC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6109113 or by the name SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

SCHOLARSHIP LOANS TO MEDICAL STUDENTS

990 for the year ended March 31, 2026

Program accomplishments

  • SCHOLARSHIP LOANS ARE MADE TO STUDENTS IN MEDICAL AND RELATED FIELDS SUCH AS NURSING & PHARMACY. THESE LOANS ARE PAYABLE ON DEMAND OR UPON COMPLETION OF STUDIES. PRESENTLY THERE ARE 11 SUCH LOANS OUTSTANDING.
    Expenses $63,207

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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990 on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
94-6109113
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1964
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,159,227
Income (IRS master file)
$244,573

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2026$123,365$63,207$1,159,227XML
990March 2025$90,526$62,247$1,099,039XML
990March 2024$45,123$44,617$1,069,864XML
990March 2023$26,424$45,284$1,069,358IRS
990March 2022–––IRS
990March 2021–––IRS
990March 2019–––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 94-6109113).

Questions about SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND

What is the EIN of SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND?
The employer identification number (EIN) of SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND is 94-6109113.
Is SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND 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 MEDICAL SOCIETY SCHOLARSHIP LOAN FUND due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2026.
Who are the officers and directors of SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND?
The 990 for the year ended March 31, 2026 lists 8 people; 0 received compensation from the organization.
How much revenue does SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND have?
On its 990 for the year ended March 31, 2026 it reported revenue of $123,365, expenses of $63,207 and total assets of $1,159,227 at year end.

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