San Joaquin County Bar Foundation

Stockton, CA
Tax-exempt since Feb. 1993
EIN: 94-3169032

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Unknown / Unclassified (NTEE)

Donations to this organization are tax deductible.

Revenue

$143k (2024)

Expenses

$106k (2024)

Total Assets

$113k (2024)

Total Liabilities

$26.5k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$142,813

Expenses

$105,924

Net Income

$36,889

Net Assets

$86,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,000	31.5%
Interest Revenue	$0
Dividends	$548	0.4%
Sales of Assets	$0
Other Income	$97,265	68.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,258	15.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$112,746
Total Liabilities	$26,469
Net Assets	$86,277

Compensation

Key Employees and Officers	Compensation	Other
Denise Pereira (President Elect)	$0	$0
Melissa Dougherty (Secretary)	$0	$0
Sean Geddes (Past President)	$0	$0
Janette Rossell (Treasurer)	$0	$0
Rebecca Diel (President)	$0	$0

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990-PF

Filed on July 16, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$111,801

Expenses

$114,186

Net Income

-$2,385

Net Assets

$49,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,410	6.6%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$104,391	93.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,549	10.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$75,857
Total Liabilities	$26,469
Net Assets	$49,388

Compensation

Key Employees and Officers	Compensation	Other
Melissa Dougherty (Secretary)	$0	$0
Sean Geddes (President)	$0	$0
Jonathan E Garzoli (Past President)	$0	$0
Janette Rossell (Treasurer)	$0	$0
Rebecca Diel (President Elect)	$0	$0

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990-PF

Filed on July 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$92,444

Expenses

$89,758

Net Income

$2,686

Net Assets

$51,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,562	9.3%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$83,882	90.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,502	11.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,287
Total Liabilities	$13,514
Net Assets	$51,773

Compensation

Key Employees and Officers	Compensation	Other
Anna Y Maples (Imm. Past Pre.)	$0	$0
Sean Geddes (President Elect)	$0	$0
Jonathan E Garzoli (President)	$0	$0
Jannette Rossell (Treasurer)	$0	$0
Rebecca Diel (Secretary)	$0	$0

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990-PF

Filed on July 20, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$62,046

Expenses

$97,107

Net Income

-$35,061

Net Assets

$49,087

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$220	0.4%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$61,826	99.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$55,233
Total Liabilities	$6,146
Net Assets	$49,087

Compensation

Key Employees and Officers	Compensation	Other
Anna Y Maples (Imm. Past Pre.)	$0	$0
Sean Geddes (President Elect)	$0	$0
Jonathan E Garzoli (President)	$0	$0
Jannette Rossell (Treasurer)	$0	$0
Rebecca Diel (Secretary)	$0	$0

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990-PF

Filed on Sept. 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$82,470

Expenses

$84,486

Net Income

-$2,016

Net Assets

$84,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$105	0.1%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$82,365	99.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$96,242
Total Liabilities	$12,094
Net Assets	$84,148

Compensation

Key Employees and Officers	Compensation	Other
Armando Villapudua (Imm. Past Pre.)	$0	$0
Jonathan Garzoli (President Elect)	$0	$0
Anna Maples (President)	$0	$0
Trina Cervantes (Treasurer)	$0	$0
Rebecca Diel (Secretary)	$0	$0

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990-PF

Filed on Sept. 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2019

Revenue

$125,660

Expenses

$135,373

Net Income

-$9,713

Net Assets

$86,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,525	4.4%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$120,135	95.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,000	1.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$115,533
Total Liabilities	$29,369
Net Assets	$86,164

Compensation

Key Employees and Officers	Compensation	Other
Heather Rubino (Imm. Past Pre.)	$0	$0
Anna Maples (President Elect)	$0	$0
Armando Villapudua (President)	$0	$0
Spencer Sinclair (Treasurer)	$0	$0
Sean Geddes (Secretary)	$0	$0

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990-PF

Filed on Oct. 22, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$128,445

Expenses

$140,062

Net Income

-$11,617

Net Assets

$95,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,616	5.2%
Interest Revenue	$0
Dividends	$32	0.0%
Sales of Assets	$0
Other Income	$121,797	94.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,000	2.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$107,036
Total Liabilities	$11,159
Net Assets	$95,877

Compensation

Key Employees and Officers	Compensation	Other
Gene Eacret (Governor)	$0	$0
Michael Norton (President)	$0	$0
Jonathan E Garzoli (Secretary)	$0	$0
Adam Grace (Treasurer)	$0	$0
Leah Gillis (Governor)	$0	$0
Heather Rubino (President Elect)	$0	$0
Erin Guy Castillo (Past President)	$0	$0
Russell Humphrey (Governor)	$0	$0
Lance Jacot (Governor)	$0	$0
Katie Limas (Governor)	$0	$0
Anna Maples (Governor)	$0	$0
Rebecca Sem (Governor)	$0	$0
Armando Villapudua (Governor)	$0	$0

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990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$158,527

Expenses

$183,035

Net Income

-$24,508

Net Assets

$107,494

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,420	4.0%
Interest Revenue	$7	0.0%
Dividends	$1,242	0.8%
Sales of Assets	$9,066	5.7%
Other Income	$141,792	89.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,500	2.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$220,692
Total Liabilities	$113,198
Net Assets	$107,494

Compensation

Key Employees and Officers	Compensation	Other
Gene Eacret (Govenor)	$0	$0
Michael Norton (President)	$0	$0
Jonathan E Garzoli (Secretary)	$0	$0
Adam Grace (Treasurer)	$0	$0
Leah Gillis (Govenor)	$0	$0
Heather Rubino (President Elect)	$0	$0
Erin Guy Castillo (Past President)	$0	$0
Russell Humphrey (Governor)	$0	$0
Lance Jactot (Governor)	$0	$0
Katie Limas (Governor)	$0	$0
Anna Maples (Governor)	$0	$0
Rebecca Sem (Governor)	$0	$0
Armando Villapudu (Governor)	$0	$0

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990-PF

Filed on Nov. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$125,587

Expenses

$100,501

Net Income

$25,086

Net Assets

$132,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$125,587	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,239	10.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$132,002
Total Liabilities	$0
Net Assets	$132,002

Compensation

Key Employees and Officers	Compensation	Other
James Morris (Board Member)	$0	$0
Erin Guy Castillo (President)	$0	$0
Nelson Bahler (Treasurer)	$0	$0
Alan R Coon (Board Member)	$0	$0
Lisa Miles Fugazi (Board Member)	$0	$0
Zoey Merrill (Board Member)	$0	$0
Rebekah Burr Siegel (Executive Director)	$0	$0
Michael Norton (Board Member)	$0	$0
Heather Rubino (Secretary)	$0	$0
Gene Eacret (Board Member)	$0	$0
Jonathan E Garzoli (Board Member)	$0	$0
Adam Grace (Board Member)	$0	$0
Russell Humphrey (Board Member)	$0	$0
Lance Jacot (Board Member)	$0	$0
Rebecca Sem (Board Member)	$0	$0

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990-PF

Filed on Oct. 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$136,783

Expenses

$92,773

Net Income

$44,010

Net Assets

$106,916

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,152	6.7%
Interest Revenue	$0
Dividends	$240	0.2%
Sales of Assets	$0
Other Income	$127,391	93.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,890	7.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$106,916
Total Liabilities	$0
Net Assets	$106,916

Compensation

Key Employees and Officers	Compensation	Other
Moses Zapien (President)	$0	$0
James Morris (Board Member)	$0	$0
Erin Guy Castillo (Board Member)	$0	$0
Nelson Bahler (Treasurer)	$0	$0
Cheryl Jacobsen (Secretary)	$0	$0
Mia Brown (Board Member)	$0	$0
Clifford Stevens (Board Member)	$0	$0
Alan R Coon (Board Member)	$0	$0
Lisa Miles Fugazi (Board Member)	$0	$0
Zoey Merrill (Board Member)	$0	$0
Allan Jose (Board Member)	$0	$0
Rebekah Burr Siegel (Executive Director)	$0	$0
Michael Belden (Board Member)	$0	$0
Jenny Dennis (Board Member)	$0	$0
Allison Lafferty (Board Member)	$0	$0

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990-PF

Filed on Nov. 30, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$16,846

Expenses

$6,742

Net Income

$10,104

Net Assets

$36,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,653	15.7%
Interest Revenue	$2,849	16.9%
Dividends	$0
Sales of Assets	$0
Other Income	$11,344	67.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,509
Total Liabilities	$0
Net Assets	$36,509

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$4,525

Expenses

$8,038

Net Income

-$3,513

Net Assets

$26,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,503	99.5%
Interest Revenue	$22	0.5%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,405
Total Liabilities	$0
Net Assets	$26,405

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,268

Expenses

$4,826

Net Income

-$3,558

Net Assets

$29,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,240	97.8%
Interest Revenue	$28	2.2%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,918
Total Liabilities	$0
Net Assets	$29,918

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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San Joaquin County Bar Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $143k (2024)

Expenses $106k (2024)

Total Assets $113k (2024)

Total Liabilities $26.5k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$143k (2024)

Expenses

$106k (2024)

Total Assets

$113k (2024)

Total Liabilities

$26.5k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001