2013-02-06T20:00:04-06:00 2012-06-30 CROWE HORWATH LLP 400 Capitol Mall Suite 1200 Sacramento CA 958144434 990 2011-07-01 237367633 SAN JOAQUIN DELTA COMMUNITY COLLEGE FOUNDATION SANJ 2099545032 5151 PACIFIC AVENUE STOCKTON CA 95207 KATHY HART 2013-02-06 true Kristin Ficker P01254056 9164411000 2011 2016-03-07 17:11:31Z KATHY HART 5151 PACIFIC AVENUE STOCKTON CA 95207 702464 false X N/A X 1973 CA TO OPERATE FOR THE ADVANCEMENT OF EDUCATION AND FOR CHARITABLE PURPOSES RELATED TO EDUCATION BY THE DISTRIBUTION OF FUNDS. TO SOLICIT AND RAISE FUNDS FOR THE PURPOSE OF AWARDING SCHOLARSHIPS. TO PROVIDE FUNDS TO SUPPLEMENT FEDERAL, STATE. AND LOCAL TAX REVENUES. 6 6 0 10 0 0 38663 92121 0 26237 16786 76725 74160 17490 129609 212573 25487 20617 0 0 0 0 0 0 0 79854 110372 105341 130989 24268 81584 2785185 2920239 39244 33512 2745941 2886727 X TO OPERATE FOR THE ADVANCEMENT OF EDUCATION AND FOR CHARITABLE PURPOSES RELATED TO EDUCATION BY THE DISTRIBUTION OF FUNDS. TO SOLICIT AND RAISE FUNDS FOR THE PURPOSE OF AWARDING SCHOLARSHIPS. TO PROVIDE FUNDS TO SUPPLEMENT FEDERAL, STATE. AND LOCAL TAX REVENUES. false false 121155 20617 26237 IN THE RECOGNITION AND ESTABLISHMENT OF THE FOUNDATION THERE SHALL BE A WRITTEN AGREEMENT BETWEEN THE DISTRICT AND THE FOUNDATION ORGANIZATION WHICH SETS FORTH THE PURPOSES OF AN EXEMPT ORGANIZATION UNDER SECTIONS 170(B)(L)(A), 50L(C)(3), AND 509(A)(L) OF THE INTERNAL REVENUE CODE OF 1986 SECTIONS 72670 THROUGH 72682 OF THE EDUCATION CODE AND WITH THE REGULATIONS CONTAINED IN TITLE 5, SECTION 59250 ET SEQ., AS WELL AS DISTRICT BOARD POLICY. (CONTINUATION IN SCHEDULE O) 121155 true true false false false false false false true false false false true true true true false false false false false false false true false false false true false false false false false false false false false false false false false false true false false false false true 4 0 true 0 false false false false false false false false false false X 6 6 false false false false false false false true true false false true false false true false false false CA X RAQUEL PUENTES-GRIFFITH 2099545061 5151 PACIFIC AVENUE STOCKTON CA 95207 X DR ELIZABETH BLANCHARD 1.00 X X 0 0 0 TERESA BROWN 1.00 X X 0 0 0 CARLOS VILLAPUDUA 1.00 X 0 0 0 DR MOSES ELAM 1.00 X 0 0 0 MARY ELIZABETH EBERHARDT-SANDSTROM 1.00 X 0 0 0 SUSAN DEPOLO 1.00 X 0 0 0 JANET HAGOOD - TERMED 1.00 X 0 0 0 JEFF MARSEE 1.00 X 0 0 0 KATHY HART 1.00 X 0 0 0 RAQUEL PUENTES-GRIFFITH 1.00 X 0 0 0 0 0 0 0 false false false 0 92121 92121 MEMBERSHIP FEES 900099 26237 26237 0 0 0 0 26237 67318 67318 0 0 0 0 0 440928 431521 9407 0 9407 9407 61708 58370 3338 3338 0 0 MISCELLANEOUS INCOME 900099 14152 14152 0 0 0 0 14152 212573 26237 0 94215 X 0 20617 20617 0 0 0 0 0 0 0 0 0 0 0 0 0 11327 1593 9734 6141 6141 0 3680 3680 0 0 0 33700 33700 0 0 0 0 0 0 CAPITAL OUTLAY 20000 20000 OPERATING EXPENSES 4300 4200 100 EQUIPMENT/FACILITY RENTAL 865 865 30359 30359 0 0 130989 121155 9834 0 0 286398 346587 470251 1257 5000 0 0 0 0 2023536 2216650 0 53798 0 0 0 301947 2785185 2920239 39244 8500 0 25012 39244 33512 X -176169 2745941 3062896 2745941 2886727 2785185 2920239 X 81584 59202 X false true true X false X 243607 727606 74070 38663 92121 1176067 0 0 243607 727606 74070 38663 92121 1176067 617053 559014 82126 51049 41720 56672 67318 298885 0 0 0 598 26425 14152 41175 1516127 0.36870 0.44250 X OTHER INCOME, SCHEDULE A, PART II, LINE 10, DESCRIPTION - MISC INCOME, COLUMN A - , COLUMN B - , COLUMN C - 598, COLUMN D - 26425, COLUMN E - 14152, COLUMN F - 41175;, RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1051985 76816 5155 1123646 920263 136578 4856 1051985 771268 161705 12710 920263 976426 -205158 771268 1.00000 false false 0 0 0 0 0 0 DUE FROM THE DISTRICT 301947 301947 0 LIABILITY UNDER SPLIT INTEREST AGREEMENTS 25012 25012 212573 130989 81584 59202 0 59202 140786 330145 59202 58370 117572 212573 0 0 212573 189359 58370 58370 130989 0 0 130989 Intended uses of endowment funds Schedule D, Part V, Line 4 THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE GRANTS/SCHOLARSHIPS TO STUDENTS ATTENDING SAN JOAQUIN DELTA COLLEGE. FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE PURSUANT TO CODE SECTION 501(C)(3) AND ALSO BY THE CALIFORNIA REVENUE AND TAX CODE SECTION 23701E. STEAK & OYSTER DINNER 26054 26054 1776 6930 JAZZ FESTIVAL 20550 20550 410 14473 15 15104 15104 34781 61708 0 61708 0 0 2186 0 0 56184 58370 3338 true X SCHOLARSHIPS 72 20617 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 FOR FOUNDATION SCHOLARSHIPS, THE FOUNDATION GENERALLY RECEIVES THE FUNDS DIRECTLY OR VIA THE DISTRICT CASHIER'S OFFICE AND DEPOSITS THEM INTO A "CONTRIBUTIONS" ACCOUNT TO TRACK THE REVENUE. THE MANAGER RESPONSIBLE FOR THE SCHOLARSHIPS MONITOR, REVIEW AND VERIFY THAT EXPENSES CHARGED TO THE SCHOLARSHIPS QUALIFY UNDER THE GUIDELINES PROVIDED BY THE DONOR. SCHOLARSHIP EXPENSES ARE CHARGED DIRECTLY TO OBJECT CODES WITHIN THE FOUNDATION FUNDS CALLED STUDENT AWARDS AND GRANTS OR GRANTS PAID. PROGRAM SERVICE ACCOMPLISHMENT FORM 990, PART III, LINE 4A THE BOARD OF TRUSTEES INFORMATION ITEM 2.1 DATED JUNE 17, 2003 STATES THE PURPOSE OF THE FOUNDATION: * TO OPERATE FOR THE ADVANCEMENT OF EDUCATION AND FOR CHARITABLE PURPOSES RELATED TO EDUCATION BY THE DISTRIBUTION OF FUNDS, * TO SOLICIT AND RAISE MONEY FOR THE SUPPORT OF EDUCATIONAL PROJECTS OF MERIT. * TO SOLICIT AND RAISE MONEY FOR THE PURPOSE OF AWARDING SCHOLARSHIPS AND LOANS TO ASSIST STUDENTS. * TO AFFORD AND ENCOURAGE OPPORTUNITIES FOR THE ESTABLISHMENT OF PERMANENT ART COLLECTIONS, ART ENDOWMENTS, RESEARCH AND EDUCATIONAL PROJECTS, SPECIAL EDUCATION AND COMMUNITY SERVICES PROGRAMS, INNOVATIVE PRACTICES, AND THE CONSTRUCTION OR PURCHASE OF BUILDINGS, FURNITURE, FURNISHINGS, OR FACILITIES * TO PROVIDE FUNDS SUPPLEMENTARY TO FEDERAL, STATE AND LOCAL TAX REVENUES THE SPECIFIC PURPOSES FOR WHICH THE CORPORATION IS FORMED ARE TO ADVANCE THE INTERESTS AND PROMOTE THE WELFARE OF THE SAN JOAQUIN DELTA COMMUNITY COLLEGE DISTRICT. TO THIS END, THE CORPORATION SHALL: * RECEIVE, HOLD, INVEST AND ADMINISTER PROPERTY AND MAKE EXPENDITURES TO OR FOR THE BENEFIT, OF THE SAN JOAQUIN DELTA COMMUNITY COLLEGE DISTRICT, THEREBY ASSISTING IN DEVELOPING AND INCREASING THE FACILITIES OF THE DISTRICT FOR BROADER EDUCATIONAL OPPORTUNITIES AND SERVICE TO STUDENTS AND CITIZENS OF THE STATE OF CALIFORNIA BY ENCOURAGING GIFTS OF MONEY, PROPERTY, WORKS OF ART, HISTORICAL PAPERS AND DOCUMENTS, AND MUSEUM SPECIMENS OF EDUCATIONAL, ARTISTIC OR HISTORIC-AL VALUE OR ANY OTHER ASSETS OF VALUE OF' ANY DESCRIPTION TO THE SAN JOAQUIN DELLA COMMUNITY COLLEGE DISTRICT FROM SOURCES OTHER THAN THOSE FROM WHICH THE DISTRICT NORMALLY-RECEIVES REVENUE. * SOLICIT AND RAISE FUNDS FOR THE ESTABLISHMENT OF SCHOLARSHIPS AND OTHER STUDENT ASSISTANCE PROGRAMS AT SAN JOAQUIN DELTA COLLEGE AND FOR THE SUPPORT OF REGULAR ACADEMIC PROGRAMS AS WELL AS EDUCATIONAL PROJECTS OF MERIT. * HAVE THE POWER TO RECEIVE PROPERTY BY DEVISE OR BEQUEST, SUBJECT TO THE LAWS REGULATING THE TRANSFER OF PROPERTY BY DEED, WILL OR OTHERWISE, AND ACQUIRE AND HOLD ALL PROPERTY, REAL OR PERSONAL, INCLUDING INTERESTS, SHARES OF STOCK, BONDS AND SECURITIES OF OTHER CORPORATIONS OR OTHER BUSINESS ENTITIES. * HAVE THE POWER TO ACT AS TRUSTEE UNDER ANY TRUST INCIDENTAL TO THE PRINCIPAL OBJECTS OF THE CORPORATION AND TO RECEIVE, BOLD, ADMINISTER AND EXPEND FINDS AND PROPERTY SUBJECT TO SUCH TRUST. * MANAGE, CONTROL, GRANT OPTIONS, SELL FOR CASH OR DEFERRED PAYMENTS, CONVEY, EXCHANGE, PARTITION, DIVIDE, IMPROVE, DEVELOP AND REPAIR CORPORATE PROPERTY. * BORROW MONEY, GIVE PROMISSORY NOTES OR BONDS THEREFORE, AND SECURE THE PAYMENT THEREFORE BY MORTGAGE OR DEED OF TRUST UPON PROPERTY, REAL OR PERSONAL. * HAVE THE POWER TO MAKE CONTRACTS AND DO ALL OTHER ACTS NECESSARY OR EXPEDIENT FOR THE ADMINISTRATION OF THE AFFAIRS AND ATTAINMENT OF THE PURPOSES OF THE CORPORATION. * PROVIDE ADVISORY COUNSEL AND ASSISTANCE TO THE SUPERINTENDENT/ PRESIDENT OF THE DISTRICT. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE ORGANIZATIONS MANAGEMENT GROUP REVIEWS THE FORM 990 BEFORE IT IS FILED WITH THE IRS. ORGANIZATIONAL REVIEWERS CONSIST OF: RAQUEL PUENTES-GRIFFITH, ACTING CONTROLLER AND KATHY HART, SUPERINTENDENT/PRESIDENT COMPENSATION OF TOP MANAGEMENT OFFICIAL FORM 990, PART VI, LINE 15A THERE IS NO TOP MANAGEMENT OFFICIAL THAT IS COMPENSATED BY THE ORGANIZATION. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES FORM 990, PART VI, LINE 15B THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION SO THIS ANSWER HAS BEEN INTENTIONALLY ANSWERED "NO". Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE ORGANIZATION PUBLISHES ONLINE ANY BOARD POLICIES, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS. Other Expenses Form 990, Part IX, Line 24 UNIFORMS - TOTAL EXPENSE: 1065, PROGRAM SERVICE EXPENSE: 1065, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; TRAINING - TOTAL EXPENSE: 610, PROGRAM SERVICE EXPENSE: 610, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; INTERFUND TRANSFER - TOTAL EXPENSE: 27450, PROGRAM SERVICE EXPENSE: 27450, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; MISC - TOTAL EXPENSE: 1234, PROGRAM SERVICE EXPENSE: 1234, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 59202; SAN JOAQUIN DELTA COMMUNITY COLLEGE DISTRICT 5151 PACIFIC AVENUE STOCKTON CA 95207 941044400 SCHOOL DISTRICT CA 501(C)(1) N/A SJDCCD false false false false false false false false false false false false false false false false false false false