2024-10-10T12:33:06-07:00 2023-12-31 680290029 Schwartz Giannini Lantsberger & Adamson 3461 Brookside Road Suite E Stockton CA 95219 990 2023-01-01 261476916 SAN JOAQUIN COMMUNITY FOUNDATION INC SANJ 2099432375 6731 HERNDON PLACE STOCKTON CA 95219 MOSES ZAPIEN CEO/PRESIDENT 2024-10-10 true true Robert S Gross P00228692 2094741084 2023 2024-10-15 13:58:12Z MOSES ZAPIEN 6731 HERNDON PLACE STOCKTON CA 95219 22529141 false X WWW.CFOSJ.ORG X 2007 CA TO PROVIDE LEADERSHIP, PROMOTE A CULTURE OF GIVING & CREATE RESOURCES THAT ADDRESS THE NEEDS OF SAN JOAQUIN COUNTY. 11 11 8 39 0 8548197 12229124 241143 344155 210824 651817 0 9000164 13225096 2796687 4415230 0 585286 833300 0 254739 2539853 2512759 5921826 7761289 3078338 5463807 34658260 41910804 13409363 14601683 21248897 27309121 TO PROVIDE LEADERSHIP, PROMOTE A CULTURE OF GIVING & CREATE RESOURCES THAT ADDRESS THE NEEDS OF SAN JOAQUIN COUNTY. false false 7037973 4415230 THE FOUNDATION PROVIDED 561 GRANTS TO NON-PROFIT ORGANIZATIONS PRIMARILY SERVING SAN JOAQUIN COUNTY REGION. IN ADDITION, THE FOUNDATION PROVIDED APPROXIMATELY 76 SCHOLARSHIPS TO YOUTH IN SAN JOAQUIN. 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. 7037973 true true false false false true false false true true true false false false false true true false false false false false false false false false false true false true false false false false false false false false false false false false true false false false false true 77 0 true 8 true false false false false false false false 0 false false false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true false false CA X MOSES ZAPIEN 2099432375 6731 HERNDON PLACE STOCKTON CA 95219 MOSES ZAPIEN CEO/PRESIDENT 40.00 0.00 X 195135 0 0 SUE SHALVEY Fmr Past Chair 1.00 0.00 X 0 0 0 PETER RAGSDALE Chairperson 1.00 0.00 X X 0 0 0 EDITH SUMAQUIAL Fmr Vice Chair 1.00 0.00 X X 0 0 0 DARYL PETRICK Treasurer 1.00 0.00 X X 0 0 0 JEAN CALLAHAN Director 1.00 0.00 X 0 0 0 BECKY DIEL CHESHIRE Director 1.00 0.00 X 0 0 0 CINDY FOSTER Director 1.00 0.00 X 0 0 0 GARY SINGH Secretary 1.00 0.00 X X 0 0 0 JAIME NANCE Former Director 1.00 0.00 X 0 0 0 LANGE LUNTAO Director 1.00 0.00 X 0 0 0 RICK MCCARTY Director 1.00 0.00 X 0 0 0 195135 1 false true false ANN ROGAN 685 N REGENT STREET STOCKTON CA 95204 CONSULTING SERVICES 146300 1 495000 11734124 12229124 ADMINISTRATIVE FEES 344155 344155 344155 264883 264883 0 0 0 9690979 9304045 386934 386934 386934 0 0 0 0 13225096 995972 4415230 4415230 0 0 0 195135 195135 0 519486 232790 112720 173976 0 62662 24969 20299 17394 56017 16794 26066 13157 0 0 23000 23000 0 0 93843 93843 121809 118088 3721 19967 11674 8293 10670 9901 769 0 0 48779 33503 15276 24999 14362 10637 0 0 0 0 9568 9568 5331 5331 Fiscal Sponsorship 1984912 1984912 Donor Cultivation 50212 50212 REPAIRS & MAINT 30574 11360 19214 UTILITIES 28800 16071 12729 60295 49145 11150 7761289 7037973 468577 254739 12300076 17242508 1343336 574937 0 6000 129723 0 0 0 0 24015 26404 67549 37396 34134 30153 20950699 23907079 0 0 0 0 34658260 41910804 570809 474824 12838554 14126859 13409363 14601683 X 5910879 2913711 15338018 24395410 21248897 27309121 34658260 41910804 5463807 596417 X X false true X true false X 3286032 3014767 2825780 8058188 11058648 28243415 0 0 3286032 3014767 2825780 8058188 11058648 28243415 0 28243415 312850 175347 645750 210824 651817 1996588 0 0 30240003 0.93400 0.92440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80 2447798 1063687 10151749 true true false true X 6249849 60958 867301 108610 60097 7009401 2683917 4257436 -635403 7000 49101 6249849 2430873 57747 216776 21479 2683917 907815 1422947 116749 16638 2430873 768419 106276 133941 5171 1003465 false false false 25760 9019 16741 5825 3763 2062 35964 24614 11350 30153 X 13727670 596417 596417 13131253 93843 93843 13225096 7667446 -93843 -93843 7761289 7761289 Part IV, Line 2b: Explanation of escrow account liability THE FOUNDATION RECEIVES, INVESTS AND DISTRIBUTES ASSETS UNDER CERTAIN AGENCY AND INTERMEDIARY ARRANGEMENTS. THE FOUNDATION, AS THE CUSTODIAN, HAS LEGAL TITLE TO THE SAID FUNDS. HOWEVER, THE FUNDS ARE REFLECTED AS LIABILITY BECAUSE THEY CAN BE GRANTED BACK TO THE AGENCY AT ANYTIME UPON REQUEST. Part X : FIN48 Footnote THE FOUNDATION IS A NONPROFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA FRANCHISE TAX REGULATIONS SECTION 23701(D) IN ACCORDANCE WITH ITS DETERMINATION LETTER DATED MARCH 6, 2008. THE FOUNDATION IS ALSO CONSIDERED A PUBLICLY SUPPORTED CHARITY AS DESCRIBED IN SECTION(S) 509(A)(1) AND 170(B)(1)(A)(VI). ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. true SEE ATTACHED LIST 6731 HERNDON PLACE STOCKTON CA 95219 4596307 0 0 1 Grantmaker's Description of How Grants are Used MOST OF THE GRANTS AWARDED ARE FOR GENERAL OPERATING SUPPORT. FOR CERTAIN DISCRETIONARY PROGRAMS AND GRANTS LARGER THAN $10,000, THE FOUNDATION GENERALLY MANDATES PERIODIC REPORTING BY THE GRANTEES ON THE USE OF THE GRANT FUNDS, WHICH ARE THEN ANALYZED BY STAFF TO ENSURE COMPLIANCE WITH GRANT FUNDING TERMS. X X X false false false false false false false false false MOSES ZAPIEN CEO/PRESIDENT 195135 195135 Form 990, Part VI, Section B, Line 11b THE CEO AND DIRECTOR OF FIANCE RECEIVE A DRAFT OF THE 990 FOR REVIEW. ONCE THEIR COMMENTS AND CHANGES HAVE BEEN ADDRESSED, A REVISED DRAFT OF THE 990 IS FORWARDED TO ALL BOARD MEMBERS, VIA EMAIL, FOR THEIR REVIEW AND COMMENT. THE FINAL VERSION OF THE 990 IS PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c EACH MEMBER OF THE ORGANIZATION'S GOVERNING BOARD AND ALL KEY EMPLOYEES ARE OBLIGATED TO DISCLOSE AND ELIMINATE (IF NECESSARY) ANY POTENTIAL OR ACTUAL DUALITY OF INTEREST OR CONFLICT OF INTEREST BY SIGNING A POLICY UPON JOINING THE BOARD OR UPON THEIR DATE OF HIRE. EACH POLICY IS UPDATED AT AN ANNUAL BOARD MEETING OR ON THE EMPLOYEE'S ANNIVERSARY DATE. IN THE CASE OF SUCH CONFLICTS OR THE APPEARANCE OF A CONFLICT, THE INDIVIDUAL CONCERNED IS EXPECTED TO DISCLOSE THE CONFLICT PRIOR TO MAKING ANY DECISIONS. ONCE DISCLOSURE HAS BEEN MADE, REMAINING BOARD OR COMMITTEE/TASK FORCE MEMBERS WILL DETERMINE WHETHER OR NOT THERE IS A POTENTIAL CONFLICT OF INTEREST. IF SO, THE MEMBER INVOLVED SHALL ABSTAIN FROM VOTING AND SHALL NOT PARTICIPATE IN THE DISCUSSION OF THE BUSINESS ITEM OTHER THAN TO ANSWER SPECIFIC QUESTIONS THAT MAY BE RAISED BY OTHER MEMBERS. Form 990, Part VI, Section B, Line 15a COMPENSATION DECISIONS TAKE INTO ACCOUNT THE ORGANIZATION'S POLICIES, TERMS OF THE CHIEF EXECUTIVE'S CONTRACT, MARKET BASED BENCHMARKING DATA, SPECIFIC PERFORMANCE METRICS, AND THE OUTCOMES OF THE ANNUAL EVALUATION. THE CEO COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE AND RATIFIED BY THE FULL BOARD OF DIRECTORS. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XII, Line 2c THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. COMMUNITY FOUNDATION OF SAN JOAQUIN LLC 6731 HERNDON PLACE STOCKTON CA 95219 261476916 HOLDING DONATED REAL ESTATE/ PROPERTY CA SAN JOAQUIN COMMUNITY FOUNDATION INC false false false false false false false false false false false false false false false false false false false