Arc-San Joaquin in Stockton, California (CA)

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Arc-San Joaquin
Employer Identification Number (EIN)941437716
Name of OrganizationArc-San Joaquin
Address41 W Yokuts Ave, Stockton, CA 95207-5728
ActivitiesAid to the handicapped (see also 031), Other school related activities
SubsectionCharitable Organization, Educational Organization
Ruling Date06/1965
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$5,085,299
Amount of Income$4,263,087
Form 990 Revenue Amount$3,012,225
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Developmentally Disabled Centers, Services


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Amount of income in 2014: $4,263,087 (it was $3,032,426 in 2013)
Arc-San Joaquin: 

 $4,263,087
Other organizations performing similar types of work: 

 $1,035,550

Assets in 2014: $5,085,299 (it was $3,571,294 in 2013)
Arc-San Joaquin: 

 $5,085,299
Other organizations performing similar types of work: 

 $842,678

Expenses in 2013: $3,038,439
This organization: 

 $3,038,439
Other organizations performing similar types of work: 

 $1,065,220

Income to expenses ratio in 2013: 1.4
Arc-San Joaquin: 

 1.4
Other organizations performing similar types of work: 

 1.0

Number of employees in 2013: 125
This organization: 

 125
Other organizations performing similar types of work: 

 66

Grants share in income in 2013: 3.6%
Arc-San Joaquin: 

 3.6%
Other organizations performing similar types of work: 

 3.9%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?NoNo
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109602
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?NoNo
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return103125
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$0$0
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$0$0
Total number of individuals who received more than $100,000 of reportable compensation from the organization00
Total number of independent contractors who received more than $100,000 of compensation from the organization00
Statement of Revenue
201120122013
Total revenue$2,853,630$2,864,940$3,032,426
Contributions, Gifts, Grants and Other Similar Amounts$263,333$132,364$107,907
Program Service Revenue$2,510,038$2,660,996$2,809,451
Vocational Rehabilitation Services $2,376,583$2,522,550
Vocational Rehabilitation Services $284,413$286,901
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$82,149$64,895$56,582
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$-3,896$1,562$55,229
Gross amount from sales of assets other than inventory (Securities / Other)$616,246 / $0$616,934 / $0$775,241 / $0
Less: cost or other basis and sales expenses (Securities / Other)$620,142 / $0$615,372 / $0$720,012 / $0
Gain or (loss) (Securities / Other)$-3,896 / $0$1,562 / $0$55,229 / $0
Net income/loss from fundraising events$224$3,073$1,888
Gross income from fundraising events$4,350$4,486$1,956
Less: direct expenses$4,126$1,413$68
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$1,782$2,050$1,369
Vocational Rehabilitation Services $2,050$1,369
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$2,676,648$2,840,648$3,038,439
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$0$0$0
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$1,475,351$1,588,413$1,717,965
Pension plan accruals and contributions$16,312$16,612
Other employee benefits$162,463$132,994
Payroll taxes$102,563$110,761$120,111
Fees for services (non-employees)
Management$0$0
Legal$0$0
Accounting$9,883$10,048
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$16,896$19,680
Other$0$0
Advertising and promotion$0$0
Office expenses$21,661$26,783
Information technology$0$0
Royalties$0$0
Occupancy$252,621$236,558
Travel$0$0
Payments of travel or entertainment expenses for any federal, state, or local public officials$11,733$10,100
Conferences, conventions, and meetings$0$0
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$42,140$64,232
Insurance$34,348$37,631
Other expenses$180,354$180,306
Other expenses$61,648$65,767
Other expenses$48,574$49,241
Other expenses$41,850$48,726
Other expenses$240,991$301,685
Balance Sheet
201120122013
Total assets$3,564,991$3,581,586$3,571,294
Cash - non-interest-bearing$1,300$1,300
Savings and temporary cash investments$975,317$877,839
Pledges and grants receivable, net$0$0
Accounts receivable, net$256,573$290,871
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$32,104$48,198
Land, buildings, and equipment: cost or other basis$152,260$138,760
Investments - publicly traded securities$2,143,278$2,209,166
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$20,754$5,160
Total liabilities$160,589$169,433$161,564
Accounts payable and accrued expenses$156,908$149,039
Grants payable$0$0
Deferred revenue$0$0
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$12,525$12,525
Total net assets or fund balances$3,404,402$3,412,153$3,409,730
Unrestricted net assets$3,412,153$3,409,730
Temporarily restricted net assets$0$0
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$13,853,124
Subtotal$13,853,124
Gifts, grants, contributions, and membership fees received$706,762
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$13,146,362
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$0
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$14,249,012
Public support$13,853,124
Subtotal$390,687
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$390,687
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$5,201
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Greater Opportunities For The Developmentally Disabled900 Lafayette St Ste 700, Santa Clara, CA 95050-4967CA1984-07$3,621,382
2South Central L A Reg Central For Dvlopmntly Disabled Persons Inc650 W Adams Blvd Ste 400, Los Angeles, CA 90007-2579CA1984-04$150,276,888
3Valley Mountain Regional Center IncPO BOX 692290, Stockton, CA 95269-2290CA1974-09$145,952,551
4The Arc Of Butte County2030 Park Ave, Chico, CA 95928-6701CA1954-12$6,048,721
5Support For Families Of Children With Disabilities1663 Mission St Ste 700, San Francisco, CA 94103-2489CA1982-09$4,053,170
6Watch Resources Inc12801 Cabezut Rd, Sonora, CA 95370-5938CA1979-07$3,040,577
7Specialized Health Services Inc6400 Laurel Canyon Blvd Ste 250, N Hollywood, CA 91606-1593CA1987-08$1,661,610
8Society For Disabilities1129 8th St Ste 101, Modesto, CA 95354-2258CA1949-01$858,583
9The Arc-Solano3272 Sonoma Blvd Ste 4, Vallejo, CA 94590-2918CA1975-03$752,185
10Yuba-Sutter Council For The Retarded5876 Lindhurst Ave, Marysville, CA 95901-6121CA1971-02$557,605
11Sierra Foothills Residential Care Inc20470 Bay Meadows Dr, Sonora, CA 95370-9442CA1982-10$303,478
12Transitions461 7th St W # S5, Sonoma, CA 95476-5976CA1993-06$35,672
13Access Magazine620 Indian Circle Ste H, Perris, CA 92570CA1997-09$0
14Community Behavioral Services Institute, Community Services Institute5777 W Century Blvd Ste 675, Los Angeles, CA 90045CA1991-10$0
15Folsom Project For The Visually Impaired Fpvi10291 Davis Road, Wilton, CA 95693CA1995-01$0
16Freewheelers Association Inc832 Mission St Ste 301, San Francisco, CA 94103-3020CA1981-05$0
17Glendale-Burbank-Foothill Consortium5170 Redwillow Ln, La Canada, CA 91011-2760CA1995-06$0
18Hands Job Placement Service For The DeafPO BOX 2372, Temecula, CA 92593-2372CA1996-11$0
19In The Spirit Of Giving Foundation Inc708 Via Alondra, Camarillo, CA 93012-8713CA1995-02$0
20Mi Star5521 Grosvenor Blvd, Los Angeles, CA 90066-6915CA1995-03$0
Number of organizations performing similar types of work
Alaska2
Alabama16
Arkansas16
Arizona6
California58
Colorado7
Connecticut15
District of Columbia2
Florida48
Georgia21
Hawaii3
Iowa10
Idaho4
Illinois31
Indiana20
Kansas8
Kentucky13
Louisiana22
Massachusetts39
Maryland13
Maine5
Michigan32
Minnesota21
Missouri23
Mississippi8
Montana3
North Carolina23
North Dakota2
Nebraska4
New Hampshire5
New Jersey15
New Mexico10
Nevada7
New York77
Ohio29
Oklahoma10
Oregon9
Pennsylvania33
Rhode Island2
South Carolina20
Tennessee22
Texas30
Utah2
Virginia15
Vermont3
Washington20
Wisconsin10
West Virginia6
Wyoming3
International1
Total804

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