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 HarlessCHARLYNN HARLESS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jacalyn DavisJACALYN DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Greg McCrearyGREG MCCREARY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Janwyn Funamura MDJANWYN FUNAMURA MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Raymond McCrayRAYMOND MCCRAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dylan GeorgeDYLAN GEORGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William TrezzaWILLIAM TREZZA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth SanchezELIZABETH SANCHEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Troy BrownTROY 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 AndersonSCOTT 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 AcostaMARLENE 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 SteinkampJANE 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 MartinezTERRELL 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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