Stockton Rotary Emdowment
- Assets
- $4.1m
- Revenue
- $289.1k
- Investments
- $0.0
- Employees
- 0
- Location
- Stockton, CA
- Founding
- 10/1983
- Data as of
- 06/2022
- EIN
- 94-2801451
Organization Overview
Stockton Rotary Emdowment is located in Stockton, CA. The organization was established in 1983. According to its NTEE Classification (S82) the organization is classified as: Mens Service Clubs, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Stockton Rotary Emdowment is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Stockton Rotary Emdowment generated $289.1k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 9.1% each year. All expenses for the organization totaled $189.0k during the year ending 06/2022. While expenses have increased by 6.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Stockton Rotary Emdowment has awarded 31 individual grants totaling $333,321. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE ALLOCATIONS AND PAYMENTS TO SAN JOAQUIN COUNTY, CALIFORNIA, CHARITABLE ORGANIZATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CASH GRANTS MADE TO NON-PROFIT CHARITABLE ORGANIZATIONS LOCATED IN SAN JOAQUIN COUNTY, CALIFORNIA
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Luis Duarte Treasurer | OfficerTrustee | 8 | $9,000 |
Matthew Grizzle Secretary | OfficerTrustee | 8 | $1,200 |
Paul Kozlow President | OfficerTrustee | 4 | $0 |
Kathy Hart Director | Trustee | 2 | $0 |
Melanie Vieux Director | Trustee | 2 | $0 |
Liz Hull Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $23,380 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $23,380 |
| Total Program Service Revenue | $0 |
| Investment income | $174,537 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $91,194 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $289,111 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $149,416 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $10,201 |
| Compensation of current officers, directors, key employees. | $10,201 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,200 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $23,909 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $1,135 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $188,984 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $130,508 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,908 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $3,994,865 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,127,281 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $2,007,709 |
| Net assets with donor restrictions | $2,119,572 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,127,281 |
Grants Awarded
Over the last fiscal year, Stockton Rotary Emdowment has awarded $74,415 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
Stockton, CA | | $14,850 |
Stockton, CA | | $14,734 |
Stockton, CA | | $12,082 |
Stockton, CA | | $10,098 |
Stockton, CA | | $10,000 |
Stockton, CA | | $7,000 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Stockton Rotary Emdowment has recieved totaling $4,000.
| Awarding Organization | Amount |
|---|---|
Cortopassi Family Foundation Stockton, CA PURPOSE: CHARITABLE | $2,000 |
Cortopassi Family Foundation Stockton, CA PURPOSE: CHARITABLE | $2,000 |
Endowment Analysis
| Beg. Balance | $2,426,494 |
| Earnings | -$238,639 |
| Net Contributions | $10,339 |
| Other Expense | $78,622 |
| Ending Balance | $2,119,572 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
California Teaching Fellows Foundation Fresno, CA | $4,637,833 | $29,076,581 |
Socc Inc Bakersfield, CA | $17,557,637 | $9,552,562 |
Hellman Fellows Fund San Francisco, CA | $0 | $1,138,979 |
Y Service Club Of Pasadena Pasadena, CA | $0 | -$341,619 |
Living Hope Fellowship Banning, CA | $0 | $912,335 |
Benevolent & Protective Order Of Elks Of The Usa San Mateo, CA | $3,697,621 | $890,218 |
Benevolent & Protective Order Of Elks Of The Usa Florence, OR | $1,922,009 | $728,361 |
Lions Foundation Of Arizona Inc Phoenix, AZ | $2,359,893 | $420,459 |
Benevolent & Protective Order Of Elks Of The Usa Santa Cruz, CA | $2,354,598 | $618,714 |
100 Black Men Of The Bay Area Inc Oakland, CA | $351,297 | $611,700 |
Benevolent & Protective Order Of Elks Of The Usa San Diego, CA | $3,374,504 | $298,810 |
Benevolent & Protective Order Of Elks Of The Usa Hood River, OR | $631,918 | $360,971 |