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← SAN JOAQUIN COUNTY OFFICE OF EDUCATION EDUCATIONAL FOUNDATION

Form 990 for tax year 2023

Filed by SAN JOAQUIN COUNTY OFFICE OF EDUCATION EDUCATIONAL FOUNDATION.

Totals

Total revenue
$460,810
Total expenses
$335,638
Contributions and grants received
$443,589
Grants paid
$236,887
Program service revenue
$0
Investment income
$28,277
Other revenue
-$11,056
Total assets, end of year
$986,033
Total liabilities, end of year
$28,662
Net assets or fund balances, end of year
$957,371
Program services expenses (Part IX)
$323,889
Management and general expenses
$11,749
Fundraising expenses
$0
Program service expenses (Part III)
$323,889

Program services were 96.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $165,581

  • 1f · All other contributions, gifts and grants

    $278,008

  • 1g · Noncash contributions included above

    $5,000

  • 3 · Investment income

    total $28,277 · excluded $28,277

  • 8a · Fundraising events: gross income

    $7,080

  • 8a · Fundraising events: contributions included on line 1c

    $165,581

  • 8b · Fundraising events: direct expenses

    $18,136

  • 8c · Net income from fundraising events

    total -$11,056 · excluded -$11,056

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $236,887 · program services $236,887

  • 11c · Fees: accounting

    total $2,000 · management and general $2,000

  • 11f · Fees: investment management

    total $5,084 · management and general $5,084

  • 13 · Office expenses

    total $3,946 · management and general $3,946

  • 23 · Insurance

    total $719 · management and general $719

  • 24a · Other expenses: OTHER STUDENT EVENTS

    total $32,451 · program services $32,451

  • 24b · Other expenses: OTHER PROGRAM EXPENSES

    total $28,186 · program services $28,186

  • 24c · Other expenses: SCIENCE OLYMPIAD

    total $7,534 · program services $7,534

  • 24d · Other expenses: ACADEMIC DECATHLON

    total $7,442 · program services $7,442

  • 24e · All other expenses

    total $11,389 · program services $11,389

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year -$1

  • 2 · Savings and temporary cash investments

    beginning of year $320,789 · end of year $438,716

  • 12 · Investments: other securities

    beginning of year $486,588 · end of year $547,318

  • 17 · Accounts payable and accrued expenses

    beginning of year $25,947 · end of year $28,662

  • 27 · Net assets without donor restrictions

    beginning of year $46,983 · end of year $37,827

  • 28 · Net assets with donor restrictions

    beginning of year $734,447 · end of year $919,544

Mission and programs · 2023

Mission

TO HELP PRESERVE AND IMPROVE THE EDUCATION OF STUDENTS UNDER THE JURISDICTION OF THE SAN JOAQUIN COUNTY OFFICE OF EDUCATION.

Activities or mission (Part I)

TO HELP PRESERVE AND IMPROVE THE EDUCATION OF STUDENTS UNDER THE JURISDICTION OF THE SJCOE.

  • YOUTHBUILD SAN JOAQUIN PROVIDES 1824 YEAR OLDS WHO ARE IN NEED OF A HIGH SCHOOL DIPLOMA WITH THE JOB SKILLS, LEADERSHIP, AND EDUCATION NECESSARY TO SUCCEED IN THIS COMMUNITY. YOUTHBUILD SAN JOAQUIN'S UNIQUE COMBINATION OF ON-THE-JOB TRAINING, SUPPORT TOWARD OBTAINING A HIGH SCHOOL DIPLOMA, AND COMMUNITY SERVICE PROVIDES PARTICIPANTS WITH A CHALLENGING AND REWARDING EXPERIENCE. YOUTHBUILD SAN JOAQUIN IS AN AFFILIATE OF YOUTHBUILD USA, A NETWORK OF PROGRAMS DEDICATED TO THE EMPOWERMENT OF AT PROMISE INDIVIDUALS THROUGH EDUCATION, SKILLS DEVELOPMENT, AND LEADERSHIP OPPORTUNITIES.

    Expenses $119,137 · Grants $119,137

  • OUTDOOR EDUCATION-SAN JOAQUIN COUNTY OUTDOOR EDUCATION PROGRAM IS A FIVE-DAY, FOUR NIGHT EXPERIENCE FOR FIFTH- AND SIXTH-GRADE STUDENTS FROM THE COUNTY'S PUBLIC, PRIVATE, AND PAROCHIAL SCHOOLS. DURING THE COURSE OF A SCHOOL YEAR, IT ACCOMMODATES MORE THAN 4,000 CAMPERS AND 700 VISITING TEACHERS AND HIGH SCHOOL CABIN LEADERS. EACH YEAR THE FOUNDATION HOLDS AN OUTDOOR ED RAFFLE TO RAISE MONEY FOR SCHOOLS TO HELP OFFSET THE COSTS TO STUDENTS TO ATTEND.

    Expenses $71,803 · Grants $71,803

  • GENERAL SCHOLARSHIPS/GRANTS-THE FOUNDATION RECEIVES A MYRIAD OF DONATIONS FROM VARIOUS SOURCES AND ISSUES SCHOLARSHIPS OR GRANTS OUT TO STUDENTS IN A MULTITUDE OF CATEGORIES. THOSE INCLUDE, SUPPORTING ALTERNATIVE EDUCATION AND MIGRANT EDUCATION STUDENTS WHO CHOSE TO ATTEND COLLEGE, YOUTHBUILD STUDENTS WHO ATTEND NATIONAL CONFERENCES, SPONSORING TABLES AT COMMUNITY EVENTS, AWARDS FOR STUDENTS PARTICIPATING IN STUDENT EVENTS SUCH AS THE SPELLING BEE OR SCIENCE FAIR.

    Expenses $26,874 · Grants $26,874

  • Expenses $106,075 · Grants $19,073

As filed on the 2023 return.

Listed in Part VII

  • Charlynn Harless

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jacalyn Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Greg McCreary

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Janwyn Funamura MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Raymond McCray

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Dylan George

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • William Trezza

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth Sanchez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Troy Brown

    CHAIRMAN OF THE BOARD

    Total calculated
    $349,136
    From this org
    $0
    From related orgs
    $266,709
    Other
    $82,427
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $266,709 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $56,097 related
    Nontaxable benefits
    $0 + $26,330 related
    Filer's total
    $0 + $349,136 related
  • Scott Anderson

    CHIEF FINANCIAL OFFICER-OUTGOING

    Total calculated
    $240,497
    From this org
    $0
    From related orgs
    $166,717
    Other
    $73,780
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $166,717 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $55,683 related
    Nontaxable benefits
    $0 + $18,097 related
    Filer's total
    $0 + $240,497 related
  • Marlene Acosta

    SECRETARY

    Total calculated
    $168,809
    From this org
    $0
    From related orgs
    $114,917
    Other
    $53,892
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $114,917 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,138 related
    Nontaxable benefits
    $0 + $19,754 related
    Filer's total
    $0 + $168,809 related
  • Jane Steinkamp

    PRESIDENT

    Total calculated
    $262,724
    From this org
    $0
    From related orgs
    $193,179
    Other
    $69,545
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $193,179 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $41,712 related
    Nontaxable benefits
    $0 + $27,833 related
    Filer's total
    $0 + $262,724 related
  • Terrell Martinez

    CHIEF FINANCIAL OFFICER-INCOMING

    Total calculated
    $26,420
    From this org
    $0
    From related orgs
    $18,943
    Other
    $7,477
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
18 November 2024
IRS schema version
2023v5.1
Source object
202433399349301223

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