SAN JOAQUIN COUNTY HOUSING AUTHORITY SCHOLARSHIP FOUNDATION I: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAN JOAQUIN COUNTY HOUSING AUTHORITY SCHOLARSHIP FOUNDATION I (EIN 27-0395103)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-08
- IRS object ID
- 201521289349200867
- Schema version
- 2014v5.0
- 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 | 2015-05-08T09:36:28-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schwartz Giannini Lantsberger & Adamson CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4578 Feather River Drive D | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2099469675 | 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 | ALAN R COON | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2015-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gary F Giannini | PreparerPersonNm |
| PTIN | P00016591 | PTIN |
| Phone | 2094741084 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | $30,611 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $6,145 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $24,466 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $10,382 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $14,084 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $20,229 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $400 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $12,378 | OtherExpensesTotalAmt |
| Total Expenses | $12,778 | TotalExpensesAmt |
| Excess Or Deficit For Year | $7,451 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $32,793 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,244 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,293 | BOYAmt |
| EOY | $40,244 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,293 | BOYAmt |
| EOY | $40,244 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,500 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,793 | BOYAmt |
| EOY | $40,244 | 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 $8,500 IN EDUCATIONAL SCHOLARSHIPS IN 2014. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $8,500 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,500 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| BOB HARMON | ||
| Director | 2.00 | $0 |
| BARBARA KAUSS | ||
| Director | 2.00 | $0 |
| ROSA VASQUEZ | ||
| Director | 2.00 | $0 |
| ALAN R COON | ||
| Secretary | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| 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 | ALAN R COON | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 Minus3 Years | $1,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,145 | CurrentTaxYearAmt |
| Total | $12,645 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,466 | CurrentTaxYearAmt |
| Total | $112,620 | 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 | $14,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,611 | CurrentTaxYearAmt |
| Total | $125,265 | 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 | $125,265 | 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 | $14,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,611 | CurrentTaxYearAmt |
| Total | $125,265 | 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 | $24,466 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $24,466 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,957 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $993 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $432 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $24,466 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $24,466 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,957 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $993 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $432 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,382 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,084 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1 | EDUCATIONAL SCHOLARSHIPS $8500 |
| Other Expenses.2 | DONATION $3878 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $4500 Accounts Payable and Accrued Expenses - Ending $0 |