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Non-profit

San Joaquin Community Foundation (CFOSJ)

Website:

sanjoaquincf.org
Location:

Stockton, CA
Tax ID:

26-1476916
Tax-Exempt Status:

501(c)(3)

Budget (2022):

Revenue: $9,000,164
Expenses: $5,921,826
Assets: $34,658,260
Type:

Grantmaking Organization
Formation:

2007
Executive Director:

Rick McCarthy

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The San Joaquin Community Foundation (CFOSJ) is a grantmaking organization operating in the central valley of California, and based out of Stockton, California. Stockton is located in San Joaquin County, an agricultural community with high level of racial diversity and a high violent crime rate. 1 2

The foundation administers donor-advised funds (DAFs) and makes grants to third-party nonprofits in the region, including left-of-center causes like the Inclusive Economy Initiative. 3 4

Funding

The San Joaquin Community Foundation receives funding from contributions including through grants from large foundations and nonprofits. Revenues for the San Joaquin Community Foundation totaled $9,000,164, and assets were $34,658,260, in 2022. 5

The James Irvine Foundation, which had revenues of $222,104,580 and assets of $3,245,582,018 in 2022, donated $2,530,000 to the San Joaquin Community Foundation to “advance inclusive economic planning.” 6 7 The James Irvine Foundation has a history of donating to left-of-center union activist, immigration advocacy, and anti-oil and gas organizations. 8

The Sierra Health Foundation Center for Health Program Management donated $2,000,000 to the San Joaquin Community Foundation in 2022, which was among the largest donations the group made that year. 9 The Sierra Health Foundation Center for Health Program Management had revenues of $190,687,271 and assets of $177,525,416 in 2022. 10

The Silicon Valley Community Foundation (SVCF) donated $709,975 to the San Joaquin Community Foundation in 2022. 11 The Silicon Valley Community Foundation had revenues of $3,015,340,623 and assets of nearly $11 billion in 2022. 12 The Silicon Valley Community Foundation and the San Joaquin Community Foundation are essentially neighbors, with the former serving the coastal region of northern California and the latter the central valley region of northern California. SVCF is a grantmaking organization that utilizes donor-advised fund (DAF) accounts which allow individual donors to direct how their donations are distributed. This practice of using DAF accounts, along with other accounting practices, has led to accusations that the organization serves as a “Black Hole” for donations. 13

Grants

The San Joaquin Community Foundation donated more than $2.7 million in 2022, mostly to local nonprofits. 14 CFOSJ provided 401 grants to nonprofit organizations, mainly in the San Joaquin County area. In addition, the organization offers 35 youth scholarships. The San Joaquin Community Foundation also administers donor-advised funds. 15

Through funding from the James Irvine Foundation, and working with Edge Collaborative, the San Joaquin Community Foundation launched the Inclusive Economy Initiative in 2023. Among the goals of the initiative is a “vision for an inclusive economy rooted in racial equity and climate resilience” with Edge Collaborative providing its “civic incubator” model to put “racial equity at the center.” 16

People

Rick McCarty is director of the San Joaquin Community Foundation. 17 McCarty took over the organization following the interim tenure of Louis Ponick, formerly director of donor relations at the San Joaquin Community Foundation. 18

Before Ponick, Moses Zapien was the director at CFOSJ, until he stepped down in August of 2024. Zapien has moved on to take an executive vice president role at the nearby Silicon Valley Community Foundation, where he “will oversee strategic initiatives, public policy advocacy, and community action programs.” 19

Peter Ragsdale is the Chairperson for the San Joaquin Community Foundation. Since 2015, Ragsdale has been the executive director of the Housing Authority of the County of San Joaquin .20

References

  1. Stockton, California: America’s most diverse city is still scarred by its past. Accessed September 2, 2024. https://www.usnews.com/news/cities/articles/2020-01-22/stockton-california-americas-most-diverse-city-is-still-scarred-by-its-past.
  2. “Report Says San Joaquin County Has California’s Highest Violent Crime Rate.” CBS News. Accessed September 2, 2024. https://www.cbsnews.com/sacramento/news/report-san-joaquin-county-has-highest-rate-of-violent-crime-in-california-area-mayoral-candidates-respond/.
  3. “San Joaquin Community Foundation (CFOSJ).” Cause IQ. Accessed September 2, 2024. https://www.causeiq.com/organizations/community-foundation-of-san-joaquin,261476916/.
  4. Mopean, Heather. “San Joaquin Community Foundation and Edge Collaborative Partner in Grant Award of $7.55 Million for Inclusive Economy Initiative in Stockton.” San Joaquin Community Foundation, September 28, 2023. https://sanjoaquincf.org/the-james-irvine-grant-award/.
  5.  “San Joaquin Community Foundation (CFOSJ).” Cause IQ. Accessed September 2, 2024. https://www.causeiq.com/organizations/community-foundation-of-san-joaquin,261476916/.
  6. [1] “San Joaquin Community Foundation (CFOSJ).” Cause IQ. Accessed September 2, 2024. https://www.causeiq.com/organizations/community-foundation-of-san-joaquin,261476916/.
  7. “James Irvine Foundation.” Cause IQ. Accessed September 2, 2024. https://www.causeiq.com/organizations/james-irvine-foundation,941236937/.
  8. “Search Grants Awarded.” The James Irvine Foundation, August 13, 2020. https://www.irvine.org/our-grants/search-grants-awarded/.
  9. “San Joaquin Community Foundation (CFOSJ).” Cause IQ. Accessed September 2, 2024. https://www.causeiq.com/organizations/community-foundation-of-san-joaquin,261476916/.
  10.  “Sierra Health Foundation Center for Health Program Management.” Cause IQ. Accessed September 2, 2024. https://www.causeiq.com/organizations/sierra-health-foundation-center-for-health-program,455282243/.
  11. “San Joaquin Community Foundation (CFOSJ).” Cause IQ. Accessed September 2, 2024. https://www.causeiq.com/organizations/community-foundation-of-san-joaquin,261476916/.
  12. “Silicon Valley Community Foundation (SVCF).” Cause IQ. Accessed September 2, 2024. https://www.causeiq.com/organizations/silicon-valley-community-foundation,205205488/.
  13. “Silicon Valley Community Foundation, Form 990.” ProPublica, May 9, 2013. https://projects.propublica.org/nonprofits/organizations/205205488/202333189349318948/full.
  14. Mopean, Heather. “San Joaquin Community Foundation and Edge Collaborative Partner in Grant Award of $7.55 Million for Inclusive Economy Initiative in Stockton.” San Joaquin Community Foundation, September 28, 2023. https://sanjoaquincf.org/the-james-irvine-grant-award/.
  15. “San Joaquin Community Foundation (CFOSJ).” Cause IQ. Accessed September 2, 2024. https://www.causeiq.com/organizations/community-foundation-of-san-joaquin,261476916/.
  16. Mopean, Heather. “San Joaquin Community Foundation and Edge Collaborative Partner in Grant Award of $7.55 Million for Inclusive Economy Initiative in Stockton.” San Joaquin Community Foundation, September 28, 2023. https://sanjoaquincf.org/the-james-irvine-grant-award/.
  17. “Who We Are.” San Joaquin Community Foundation, August 28, 2024. https://sanjoaquincf.org/who-we-are/.
  18. Workman, Hannah. “Moses Zapien Steps down from San Joaquin Community Foundation: ‘It Has Been an Honor.’” The Stockton Record, August 16, 2024. https://www.recordnet.com/story/news/nonprofits/2024/08/16/san-joaquin-community-foundation-ceo-moses-zapien-steps-down/74776514007/.
  19. Workman, Hannah. “Moses Zapien Steps down from San Joaquin Community Foundation: ‘It Has Been an Honor.’” The Stockton Record, August 16, 2024. https://www.recordnet.com/story/news/nonprofits/2024/08/16/san-joaquin-community-foundation-ceo-moses-zapien-steps-down/74776514007/.
  20.  “Peter Ragsdale – Housing Authority of the County of San Joaquin.” LinkedIn. Accessed September 2, 2024. https://www.linkedin.com/in/peter-ragsdale-b8167859/.
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Nonprofit Information

  • Accounting Period: December - November
  • Tax Exemption Received: March 1, 2008

    • Available Filings

    Period Form Type Total revenue Total functional expenses Total assets (EOY) Total liabilities (EOY) Unrelated business income? Total contributions Program service revenue Investment income Comp. of current officers, directors, etc. Form 990
    2022 Dec Form 990 $9,000,164 $5,921,826 $34,658,260 $13,409,363 N $8,548,197 $241,143 $234,271 $154,433
    2021 Dec Form 990 $11,764,048 $5,699,985 $29,819,876 $10,224,641 N $10,437,710 $680,588 $197,850 $144,725
    2020 Dec Form 990 $5,828,296 $4,756,565 $21,230,653 $8,451,641 N $4,914,400 $328,478 $175,347 $131,367 PDF
    2019 Dec Form 990 $4,867,246 $3,307,919 $17,653,056 $6,228,611 N $4,158,640 $155,365 $312,850 $117,433 PDF
    2018 Dec Form 990 $2,520,403 $1,815,083 $14,171,731 $6,011,611 N $1,838,065 $149,044 $144,124 $109,142 PDF
    2017 Dec Form 990 $4,392,553 $1,497,656 $13,930,419 $5,904,909 N $3,234,416 $368,588 $124,375 $191,147 PDF
    2016 Dec Form 990 $1,671,285 $1,809,539 $9,647,187 $4,713,030 N $1,060,965 $171,920 $84,657 $140,336 PDF
    2015 Dec Form 990 $2,278,428 $1,286,371 $8,910,769 $4,027,371 N $1,451,993 $157,665 $93,298 $112,391 PDF
    2014 Dec Form 990 $1,433,320 $1,094,313 $6,761,241 $2,645,318 N $819,436 $96,776 $90,437 $102,822 PDF
    2013 Dec Form 990 $1,188,756 $840,101 $4,876,037 $1,190,775 N $574,571 $76,124 $86,977 $96,522 PDF
    2012 Dec Form 990 $1,220,125 $761,769 $3,787,204 $657,402 N $566,022 $54,215 $75,053 $85,995 PDF
    2011 Dec Form 990 $371,571 $427,620 $2,783,562 $204,274 N $341,558 $0 $69,570 $91,084 PDF

    Additional Filings (PDFs)

    San Joaquin Community Foundation (CFOSJ)

    6731 HERNDON PL
    Stockton, CA 95219-3514