Form 990 for tax year 2023
Filed by THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN.
Totals
- Total revenue
- $2,775,473
- Total expenses
- $2,714,750
- Contributions and grants received
- $2,728,833
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $4,040
- Other revenue
- $42,600
- Total assets, end of year
- $1,457,284
- Total liabilities, end of year
- $209,328
- Net assets or fund balances, end of year
- $1,247,956
- Program services expenses (Part IX)
- $2,365,356
- Management and general expenses
- $328,260
- Fundraising expenses
- $21,134
- Program service expenses (Part III)
- $2,365,356
Program services were 87.1% 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.
-
1e · Government grants (contributions)
$2,174,410
-
1f · All other contributions, gifts and grants
$554,423
-
1g · Noncash contributions included above
$112,518
-
3 · Investment income
total $4,040 · excluded $4,040
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $42,600 · related or exempt $42,600
-
11e · Other revenue, total
$42,600
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $108,339 · program services $75,837 · management and general $21,668 · fundraising $10,834
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,462,267 · program services $1,275,629 · management and general $181,816 · fundraising $4,822
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $246,829 · program services $212,390 · management and general $31,979 · fundraising $2,460
-
10 · Payroll taxes
total $139,503 · program services $120,038 · management and general $18,074 · fundraising $1,391
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $93,748 · program services $74,998 · management and general $18,750
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $53,000 · program services $42,400 · management and general $10,600
-
12 · Advertising and promotion
total $28,033 · program services $26,631 · fundraising $1,402
-
13 · Office expenses
total $68,961 · program services $58,291 · management and general $10,670
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $96,102 · program services $85,671 · management and general $10,431
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $3,235 · program services $3,073 · management and general $162
-
23 · Insurance
total $25,136 · program services $22,622 · management and general $2,514
-
24a · Other expenses: SUPPORTIVE SERVICES
total $60,923 · program services $60,923
-
24b · Other expenses: UTILITIES
total $59,340 · program services $56,373 · management and general $2,967
-
24c · Other expenses: TRAINING
total $48,867 · program services $47,707 · management and general $1,160
-
24d · Other expenses: TELEPHONE & INTERNET
total $35,596 · program services $33,254 · management and general $2,342
-
24e · All other expenses
total $184,871 · program services $169,519 · management and general $15,127 · fundraising $225
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $538,888 · end of year $673,828
-
2 · Savings and temporary cash investments
beginning of year $226,970 · end of year $227,255
-
3 · Pledges and grants receivable
beginning of year $586,440 · end of year $430,693
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $56,753 · end of year $49,801
-
10a · Land, buildings and equipment: cost or other basis
$653,004
-
10b · Land, buildings and equipment: accumulated depreciation
$622,782
-
10c · Land, buildings and equipment, net
beginning of year $27,590 · end of year $30,222
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $41,222 · end of year $45,485
-
17 · Accounts payable and accrued expenses
beginning of year $179,243 · end of year $209,328
-
27 · Net assets without donor restrictions
beginning of year $1,195,433 · end of year $1,156,518
-
28 · Net assets with donor restrictions
beginning of year $103,187 · end of year $91,438
Mission and programs · 2023
Mission
THE MISSION OF THE COMMUNITY PARTNERSHIP FOR THE FAMILIES OF SAN JOAQUIN IS TO HELP FAMILIES STRENGTHEN THEIR FINANCIAL SELF-SUFFICIENCY AND STABILIZE THEIR FAMILY. THE ORGANIZATION ASSISTS PARENTS IN BUILDING FINANCIAL FUTURES FOR THEMSELVES AND THEIR CHILDREN,REDUCING THEIR DEPENDENCE AND OVERCOME GENERATIONAL POVERTY.
-
THE ORGANIZATION STABILIZES FAMILIES BY HELPING TO RESOLVE IMMEDIATE CRISES, ENGAGES FAMILIES IN MEETING THEIR GOALS USING A MULTI-DISCIPLINARY TEAM APPROACH, AND INVOLVES FAMILIES WHO HAVE SUCCESSFULLY MET THEIR GOALS TO BUILD AND NUTURE THEIR NEIGHBORHOODS AND COMMUNITIES. THE ORGANIZATION PROVIDES FREE INCOME TAX ASSISTANCE TO LOW INCOME TAXPAYERS THROUGH ITS VOLUNTEER INCOME TAX ASSISTANCE PROGRAM.
Expenses $2,365,356
As filed on the 2023 return.
Listed in Part VII
-
MEREDITH BAKER
Executive Dir.
- Total calculated
- $118,496
- From this org
- $88,974
- From related orgs
- $0
- Other
- $29,522
- Hours/week
- 40
-
PHYLLIS GRUPE
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Kathy Smith
Board Chair
- Total calculated
- $0
- Hours/week
- 2
-
KEVIN ROONEY
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
STEVE MOORE
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
MOSES ZAPIEN
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
TAMMY SHAFF
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
CARL TOLIVER
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
TROY BROWN
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Yan Tamimoto
Board Member
- Total calculated
- $0
- Hours/week
- 2
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511339349309456
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