SAN JOAQUIN COMMUNITY FOUNDATION INC (EIN 261476916) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

MICHAEL DUFFY

Phone

2099432375

Tax Period

2024-01-01 to 2024-12-31

SAN JOAQUIN COMMUNITY FOUNDATION INC, founded in 2007, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.7M in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $13.9M exceeded revenue, resulting in a 59% operating deficit.

Mission

TO PROVIDE LEADERSHIP, PROMOTE A CULTURE OF GIVING & CREATE RESOURCES THAT ADDRESS THE NEEDS OF SAN JOAQUIN COUNTY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,467,907

Program Service Revenue $235,353

Investment Income $1,018,044

Other Revenue $0

TOTAL REVENUE $8,721,304

Expense Breakdown

Grants Paid $8,674,534

Salaries & Benefits $1,023,642

Fundraising Expenses $314,316

Program Expenses $12,997,875

Other Expenses $4,164,323

TOTAL EXPENSES $13,862,499

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,721,304	$13,225,096	-0.3%
Expenses	$13,862,499	$7,761,289	+0.8%
Net Income	$-5,141,195	$5,463,807	-1.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$177,418

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOSES ZAPIEN	CEO/PRESIDENT	40.00	Officer	$177,418	$0	$177,418
PETER RAGSDALE	Chairperson	1.00	Officer Director	$0	$0	$0
DARYL PETRICK	Treasurer	1.00	Officer Director	$0	$0	$0
JEAN CALLAHAN	Director	1.00	Director	$0	$0	$0
BECKY DIEL CHESHIRE	Vice Chair	1.00	Officer Director	$0	$0	$0
CINDY FOSTER	Director	1.00	Director	$0	$0	$0
GARY SINGH	Secretary	1.00	Officer Director	$0	$0	$0
LANGE LUNTAO	Director	1.00	Director	$0	$0	$0
RICK MCCARTY	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$8,721,304	$13,862,499	$41,592,361	$-5,141,195
2023	$13,225,096	$7,761,289	$41,910,804	$5,463,807
2022	$9,000,164	$5,921,826	$34,658,260	$3,078,338
2021	$11,764,048	$5,699,985	$29,819,876	$6,064,063
2020	$5,828,296	$4,756,565	$21,230,653	$1,071,731
2019	$4,867,246	$3,307,919	$17,653,056	$1,559,327

SAN JOAQUIN COMMUNITY FOUNDATION INC