San Joaquin a Plus INC

Tax-deductible

Stockton, CA501(c)(3)EducationEIN 51-0536117Revenue $2.5M in FY2024

On file with the IRSsjaplus.org777 N Pershing Ave Ste 2b, 95203-2154 · Stockton, CATax-exempt since Jan 2007Publicly supported charity — 170(b)(1)(A)(vi)

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To help students in San Joaquin county achieve quality educational outcomes, and in doing so, create a brighter future for our region.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$657K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.8M a year · 51% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$657K
to officers and key staff · 33% of spending
Top officer’s pay higher than 94% of similar orgs
Concern: pay to officers and key staff is 33% of spending; over 30%.
Pt VII · Sec A
Cash reserves
56 mo
of spending, in cash
Looks good: 56.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $195K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$89K
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
-34% vs prior year
Spent
$2.0M
To programs
74%
Net assets
$9.4M
By yearFY2020–FY2024
Revenue
$2.5M
FY2024▼ -34%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.2M
FY2021$3.9M
FY2022$4.6M
FY2023$3.8M
FY2024$2.5M
Expenses
$2.0M
FY2024▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$230K
FY2021$3.2M
FY2022$1.6M
FY2023$1.8M
FY2024$2.0M
Net assets
$9.4M
FY2024▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.0M
FY2021$3.8M
FY2022$6.7M
FY2023$8.7M
FY2024$9.4M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2007.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $1.5M Management & general 26% · $509K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $657K paid to officers and key staff.

Part VII, Section A · reportable compensation
$277,095Pt VII · Sec A
Senior Director of Career Connected Learning
$135,000Pt VII · Sec A
Senior Director of School
$130,000Pt VII · Sec A
Co-CEO/Board President (thru 3/24)
$115,334Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A

Kai Kung’s $277K as CEO is at the 94th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Don Shalvey$115,334$324,048$324,048$323,569$156,062
Kai Kung$277,095$267,203$238,152$244,911$14,559
Shayla Walker$135,000————
Kara Backman$130,000$129,423———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See San Joaquin a Plus INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps San Joaquin County students achieve quality education for a brighter regional future.

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Provided by the organization

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1 program · $1.5M · in their own filed words · FY2024
01

San joaquin a+ partners with local families, education, and workforce partners to set a vision for how our community can streghten the link between education and the economy, to ensure that more of our young people are graduating high school with the knowledge, skills, credentials and capital they need to secure family-sustaining jobs by…

$1.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
City FundFY2024$140K
Great MindsFY2024$25K
Total grants receivedfrom 5 funders$195K
See all 5 funders →
Grants paid · 9 grants · $2.3M · 2021–2021
Unitemized GrantFY2021$1,634,250
Tola Organizing AcademyCA · FY2021$200,000
Empower Schools INCMA · FY2021$148,799
Pace Education StrategiesDC · FY2021$124,018
Unitemized GrantFY2021$108,723
Jobs for the Future INCMA · FY2021$60,487
Vistashare LLCFY2021$18,520
Change ResearchFY2021$13,300

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.5M
Ln 12
Gifts and grantsLn 1h$2.2M
Investment incomeLn 3$260K
Fees for servicesLn 2g$32K
Money outPt IX
$2.0M
Ln 25
Programscol B$1.5M
Managementcol C$509K
Owns and owesPt X
$9.4M
net assets · Ln 32
Cash and savingsLn 1–2$9.3M
Total assetsLn 16$9.4M
LiabilitiesLn 26$89K
PeoplePt VI, VII
8
listed · VII A
PaidVII A4
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.2M
Government grantsLn 1e$1.0M
Fees for servicesLn 2g$32K
Investment incomeLn 3$260K
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$3.5M
SavingsLn 2$5.8M
Cash and savings togetherLn 1–2$9.3M
Land, buildings, equipmentLn 10c$2K
Total assetsLn 16$9.4M
LiabilitiesLn 26$89K
Net assetsLn 32$9.4M
OperationsPt I, VI
EmployeesI 53
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$8.9M$9.3M
Land, buildings, equipmentLn 10c$3K$2K
Total assetsLn 16$8.9M$9.4M
LiabilitiesLn 26$166K$89K
Net assetsLn 32$8.7M$9.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$428K$321K$107K
Other salaries and wagesLn 7$426K$319K$106K
Other employee benefitsLn 9$47K$35K$12K
Payroll taxesLn 10$71K$53K$18K
Accounting feesLn 11c$14K$14K
Other fees for servicesLn 11g$879K$659K$220K
Advertising and promotionLn 12$52K$39K$13K
Office expensesLn 13$29K$22K$7K
Information technologyLn 14$393$295$98
OccupancyLn 16$17K$13K$4K
TravelLn 17$8K$6K$2K
Depreciation, depletion and amortizationLn 22$1K$954$318
InsuranceLn 23$8K$6K$2K
Other expenses (24a–d)Ln 24$15K$11K$4K
Total functional expensesLn 25$2.0M$1.5M$509K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.5M$2.0M$523K$9.4M 990 PDF
FY2023 $3.8M$1.8M$2.0M$8.7M 990 PDF
FY2022 $4.6M$1.6M$3.0M$6.7M 990 PDF
FY2021 $3.9M$3.2M$790K$3.8M 990 PDF
FY2020 $3.2M$230K$2.9M$3.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $2,517,185 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,766,849$2,224,819
I-9 Program service revenuePrior year $4,720$32,304
I-10 Investment incomePrior year $62,617$260,062
I-11 Other revenuePrior year $186$0
I-12 Total revenuePrior year $3,834,372$2,517,185
I-13 Grants and similar amounts paidPrior year $2,300$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,016,972$971,419
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $830,554$1,023,206
I-18 Total expensesPrior year $1,849,826$1,994,625
I-19 Revenue less expensesPrior year $1,984,546$522,560
Part VI · Governance 4 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,517,185 across 6 lines filed
VIII-1e Government grants$1,045,538
VIII-1f All other contributions, gifts and grants$1,179,281
VIII-1h Total contributions, gifts and grants$2,224,819
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $32,304$32,304
VIII-3 Investment incomeExcluded from tax $260,062$260,062
VIII-12 Total revenueRelated to mission $32,304 · Unrelated business $0 · Excluded from tax $260,062$2,517,185
Part IX · Statement of functional expenses $1,994,625 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $320,946 · Management $106,983$427,929
IX-7 Other salaries and wagesPrograms $319,207 · Management $106,402$425,609
IX-9 Other employee benefitsPrograms $35,257 · Management $11,752$47,009
IX-10 Payroll taxesPrograms $53,154 · Management $17,718$70,872
IX-11c Accounting feesManagement $13,500$13,500
IX-11g Other fees for servicesPrograms $659,350 · Management $219,783$879,133
IX-12 Advertising and promotionPrograms $38,809 · Management $12,936$51,745
IX-13 Office expensesPrograms $21,528 · Management $7,176$28,704
IX-14 Information technologyPrograms $295 · Management $98$393
IX-16 OccupancyPrograms $12,600 · Management $4,200$16,800
IX-17 TravelPrograms $5,941 · Management $1,980$7,921
IX-22 Depreciation, depletion and amortizationPrograms $954 · Management $318$1,272
IX-23 InsurancePrograms $6,313 · Management $2,104$8,417
IX-24 Other expenses (24a–d)Programs $11,491 · Management $3,830$15,321
IX-25 Total functional expensesPrograms $1,485,845 · Management $508,780 · Fundraising $0$1,994,625
Part X · Balance sheet $9,444,108 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $3,805,276$3,479,149
X-2 Savings and temporary cash investmentsStart of year $5,062,617$5,822,679
X-3 Pledges and grants receivable$126,953
X-9 Prepaid expenses and deferred chargesStart of year $16,402$13,339
X-10c Land, buildings and equipment, netStart of year $3,260$1,988
X-16 Total assetsStart of year $8,887,555$9,444,108
X-17 Accounts payable and accrued expensesStart of year $166,320$89,356
X-26 Total liabilitiesStart of year $166,320$89,356
X-27 Net assets without donor restrictionsStart of year $5,893,401$6,803,484
X-28 Net assets with donor restrictionsStart of year $2,827,834$2,551,268
X-32 Total net assets or fund balancesStart of year $8,721,235$9,354,752
X-33 Total liabilities and net assetsStart of year $8,887,555$9,444,108
Part XI · Reconciliation of net assets $9,354,752 net assets at year end
XI-1 Total revenue$2,517,185
XI-2 Total expenses$1,994,625
XI-3 Revenue less expenses$522,560
XI-4 Net assets at start of year$8,721,235
XI-8 Prior period adjustments$110,957
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,354,752

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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