Nonprofit · EIN 68-0475602
THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN
Tax-exempt · LODI, CA 95240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,582,001 | $2,550,228 | $31,773 | $1,354,248 | $185,445 | $1,168,803 |
| June 30, 2024 | 990 | $2,775,473 | $2,714,750 | $60,723 | $1,457,284 | $209,328 | $1,247,956 |
| June 30, 2023 | 990 | $2,654,919 | $2,591,001 | $63,918 | $1,477,863 | $179,243 | $1,298,620 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,531,584
- of which government grants
- $2,005,102
- Program service revenue
- $0
- Investment income
- $4,490
- Other revenue
- $45,927
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $84,575
- Other salaries and wages
- $1,407,507
- Salaries, compensation and benefits (total)
- $1,884,213
- Professional fundraising fees
- $0
- Accounting fees
- $78,359
- Occupancy
- $93,762
- Program services (functional)
- $2,198,720
- Management and general (functional)
- $307,932
- Fundraising (functional)
- $43,576
Balance sheet and other
- Total assets, start of year
- $1,457,284
- Total assets, end of year
- $1,354,248
- Total liabilities, end of year
- $185,445
- Net assets, end of year
- $1,168,803
- Land, buildings and equipment
- $41,217
- Net assets without donor restrictions
- $1,110,981
- Net assets with donor restrictions
- $57,822
- Gross receipts
- $2,582,001
- Employees
- 33
- Volunteers
- 103
- Year formed
- 1998
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEREDITH BAKER | Executive Dir. Trustee or director | 40 | $125,064 | $34,455 |
| PHYLLIS GRUPE | Board Member Trustee or director | 2 | $0 | $0 |
| Kathy Smith | Board Chair Trustee or director, Officer | 2 | $0 | $0 |
| KEVIN ROONEY | Board Member Trustee or director | 2 | $0 | $0 |
| STEVE MOORE | Board Member Trustee or director | 2 | $0 | $0 |
| Sarah Switizer | Board Member Trustee or director | 2 | $0 | $0 |
| TAMMY SHAFF | Board Member Trustee or director | 2 | $0 | $0 |
| Earl Smith | Board Member Trustee or director | 2 | $0 | $0 |
| TROY BROWN | Board Member Trustee or director | 2 | $0 | $0 |
| Peter Ragsdale | Board Member Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEREDITH BAKER | Executive Dir. Trustee or director | 40 | $88,974 | $29,522 |
| PHYLLIS GRUPE | Board Member Trustee or director, Officer | 2 | $0 | $0 |
| Kathy Smith | Board Chair Trustee or director | 2 | $0 | $0 |
| KEVIN ROONEY | Board Member Trustee or director | 2 | $0 | $0 |
| STEVE MOORE | Board Member Trustee or director | 2 | $0 | $0 |
| MOSES ZAPIEN | Board Member Trustee or director | 2 | $0 | $0 |
| TAMMY SHAFF | Board Member Trustee or director | 2 | $0 | $0 |
| CARL TOLIVER | Board Member Trustee or director | 2 | $0 | $0 |
| TROY BROWN | Board Member Trustee or director | 2 | $0 | $0 |
| Yan Tamimoto | Board Member Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEREDITH BAKER | Executive Dir. Trustee or director | 40 | $99,630 | $12,613 |
| PHYLLIS GRUPE | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Kathy Smith | Board Member Trustee or director | 2 | $0 | $0 |
| STEVE MOORE | Board Member Trustee or director | 2 | $0 | $0 |
| MOSES ZAPIEN | Board Member Trustee or director | 2 | $0 | $0 |
| TAMMY SHAFF | Board Member Trustee or director | 2 | $0 | $0 |
| CARL TOLIVER | Board Member Trustee or director | 2 | $0 | $0 |
| TROY BROWN | Board Member Trustee or director | 2 | $0 | $0 |
| Yan Tamimoto | Board Member Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 24 W ELM STREET SUITE D, LODI, CA 95240-2117
- In care of
- % COMMUNITY PARTNERSHIP FOR FAMILIE
- Signed the 990
- MEREDITH BAKER, Executive Dir.
- Phone
- (209) 444-4125
- Return prepared by
- Croce Sanguinetti & Vander Veen Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0475602 or by the name THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE MISSION OF THE COMMUNITY PARTNERSHIP FOR THE FAMILIES OF SAN JOAQUIN IS TO HELP FAMILIES STRENGTHEN THEIR FINANCIAL SELF-SUFFICIENCY AND STABILIZE THEIR FAMILY. THE ORGANIZATION ASSISTS PARENTS IN BUILDING FINANCIAL FUTURES FOR THEMSELVES AND THEIR CHILDREN,REDUCING THEIR DEPENDENCE AND OVERCOME GENERATIONAL POVERTY.
Program accomplishments
- THE ORGANIZATION STABILIZES FAMILIES BY HELPING TO RESOLVE IMMEDIATE CRISES, ENGAGES FAMILIES IN MEETING THEIR GOALS USING A MULTI-DISCIPLINARY TEAM APPROACH, AND INVOLVES FAMILIES WHO HAVE SUCCESSFULLY MET THEIR GOALS TO BUILD AND NUTURE THEIR NEIGHBORHOODS AND COMMUNITIES. THE ORGANIZATION PROVIDES FREE INCOME TAX ASSISTANCE TO LOW INCOME TAXPAYERS THROUGH ITS VOLUNTEER INCOME TAX ASSISTANCE PROGRAM.Expenses $2,198,720
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 68-0475602
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S30)
- Assets (IRS master file)
- $1,354,248
- Income (IRS master file)
- $2,582,001
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,582,001 | $2,550,228 | $1,354,248 | IRS |
| 990 | June 2024 | $2,775,473 | $2,714,750 | $1,457,284 | IRS |
| 990 | June 2023 | $2,654,919 | $2,591,001 | $1,477,863 | XML |
| 990 | June 2022 | $2,537,222 | $2,231,492 | $1,509,475 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-0475602).
Questions about THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN
- What is the EIN of THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN?
- The employer identification number (EIN) of THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN is 68-0475602.
- Is THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN?
- The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $125,064 (MEREDITH BAKER, Executive Dir.).
- How much revenue does THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,582,001, expenses of $2,550,228 and total assets of $1,354,248 at year end.
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All nonprofits in LODI · California · Community improvement and capacity building