SAN JOAQUIN COUNTY HOUSING AUTHORITY SCHOLARSHIP FOUNDATION I: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAN JOAQUIN COUNTY HOUSING AUTHORITY SCHOLARSHIP FOUNDATION I (EIN 27-0395103)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-02-18
- IRS object ID
- 202000499349201150
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-18T16:42:52-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680290029 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schwartz Giannini Lantsberger & Adamson | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3461 Brookside Road Suite E | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270395103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN JOAQUIN COUNTY HOUSING AUTHORITY | BusinessNameLine1Txt |
| Business Name Line2 | SCHOLARSHIP FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANJ | BusinessNameControlTxt |
| Phone | 2094605000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 S EL DORADO STREET | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS LABOUNTY | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2020-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nikolas Torres | PreparerPersonNm |
| PTIN | P01743377 | PTIN |
| Phone | 2094741084 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $68,895 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $27,868 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $3,066 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $37,961 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $16,549 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $21,412 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $52,346 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $425 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $1,742 | OtherExpensesTotalAmt |
| Total Expenses | $2,167 | TotalExpensesAmt |
| Excess Or Deficit For Year | $50,179 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $122,478 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $9,443 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $182,100 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,478 | BOYAmt |
| EOY | $182,100 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,478 | BOYAmt |
| EOY | $182,100 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,478 | BOYAmt |
| EOY | $182,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE ANNUAL EDUCATIONAL SCHOLARSHIPS TO STUDENTS WHO ARE RESIDENTS OF PUBLIIC HOUSING OWNED BY THE SAN JOAQUIN HOUSING AUTHORITY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THROUGH ONGOING FUNDRAISING EVENTS, THE ORGANIZATION WAS ABLE TO DISTRIBUTE $13,634 IN EDUCATIONAL SCHOLARSHIPS IN 2019. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $13,634 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,634 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| BOB HARMON | ||
| Director | 2.00 | $0 |
| MICHAEL HUBER | ||
| Director | 2.00 | $0 |
| ROSA VASQUEZ | ||
| Director | 2.00 | $0 |
| THOMAS LABOUNTY | ||
| Secretary | 2.00 | $0 |
| TRACY JACKSON | ||
| Director | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS LABOUNTY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 S EL DORADO STREET STE E | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2099469675 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,868 | CurrentTaxYearAmt |
| Total | $87,001 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,575 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,961 | CurrentTaxYearAmt |
| Total | $195,781 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,829 | CurrentTaxYearAmt |
| Total | $282,782 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $282,782 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,829 | CurrentTaxYearAmt |
| Total | $282,782 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $37,961 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $37,961 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,650 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,541 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,358 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $37,961 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $37,961 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,650 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,541 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,358 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,549 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $21,412 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $497 |
| Other Expenses.1 | MISCELLANEOUS $1245 |