ST JOSEPH'S FOUNDATION OF SAN JOAQUIN

EIN: 510432777 501(c)(3)

PHOENIX, AZ

Total Revenue
$5,616,932
Total Expenses
$5,679,654
Total Assets
$16,418,855
Net Assets
$15,211,119
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
CA
Principal Officer
DAVID ZIOLKOWSKI
Phone
2094676381
Tax Period
2024-07-01 to 2025-06-30

ST JOSEPH'S FOUNDATION OF SAN JOAQUIN, founded in 2002, is a community nonprofit that reported $5.6M in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Net assets of $15.2M represent 32 months of operating reserves.

Mission

ST. JOSEPH'S FOUNDATION OF SAN JOAQUIN IS DEDICATED TO RAISING FUNDS FOR DIGNITY HEALTH AND PORT CITY DBA ST. JOSEPH'S MEDICAL CENTER OF STOCKTON AND ST. JOSEPH'S BEHAVIORIAL HEALTH CENTER.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,912,953
Program Service Revenue $0
Investment Income $691,658
Other Revenue $12,321
TOTAL REVENUE $5,616,932

Expense Breakdown

Grants Paid $4,351,669
Salaries & Benefits $0
Fundraising Expenses $175,466
Program Expenses $4,351,669
Other Expenses $1,302,735
TOTAL EXPENSES $5,679,654

Year-over-Year Comparison

2024 2023 Change
Revenue $5,616,932 $9,047,471 -0.4%
Expenses $5,679,654 $4,586,845 +0.2%
Net Income $-62,722 $4,460,626 -1.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
12
Employees
N/A
Volunteers
36

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
7
$1,978,478
Total Directors
15
$1,921,088
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DONALD J WILEY EX-OFF BM/PRESIDENT (THRU 11/8/24) 4.00
Officer Director
$0 $267,745 $1,216,351
DREW A GAGNER FORMER OFFICER (VP, FOUNDATION) 0.00
$0 $77,847 $530,268
ANDREA NIKKI OCHOA BOARD MEMBER/CFO 1.00
Officer Director
$0 $66,279 $473,574
JULIE ECKARDT VICE PRESIDENT, FOUNDATION 50.00
Officer
$0 $28,350 $288,553
DENISE SUEN BOARD MEMBER (THRU 6/30/25) 1.00
Director
$0 $61,536 $221,387
SISTER ABBY NEWTON OP BOARD MEMBER 1.00
Director
$0 $9,776 $9,776
ANTHONY BOTT SECRETARY 1.00
Officer Director
$0 $0 $0
MARK RISHWAIN VICE CHAIR 1.00
Officer Director
$0 $0 $0
PATRICK VELASQUEZ CHAIR 1.00
Officer Director
$0 $0 $0
DAVID ZIOLKOWSKI EX-OFF BM/PRESIDENT (EFF 2/10/25) 4.00
Officer Director
$0 $0 $0
JAMES ACOSTA BOARD MEMBER 1.00
Director
$0 $0 $0
SISTER KATHERINE HAMILTON OP BOARD MEMBER 1.00
Director
$0 $0 $0
PALLAVI REDDY BOARD MEMBER 1.00
Director
$0 $0 $0
DAVE SILVA BOARD MEMBER 1.00
Director
$0 $0 $0
BALRAJ SINGH BOARD MEMBER 1.00
Director
$0 $0 $0
ANNETTE STEPHENS BOARD MEMBER 1.00
Director
$0 $0 $0
CYNTHIA WONG BOARD MEMBER 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
2025 $5,616,932 $5,679,654 $16,418,855 $-62,722
2024 $9,047,471 $4,586,845 $15,985,875 $4,460,626
2023 $4,844,741 $5,609,785 $12,324,922 $-765,044
2022 $6,340,816 $4,234,175 $13,159,842 $2,106,641
2021 $4,962,365 $3,530,862 $10,649,146 $1,431,503
2020 $4,877,386 $4,263,517 $7,201,478 $613,869
2019 $3,576,252 $3,000,702 $7,600,048 $575,550
2018 $3,894,337 $3,048,300 $5,826,126 $846,037
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