Hospice of San Joaquin
Nonprofit profile at a glance
- EIN
- 942777980
- IRS 990 coverage
- 2013–2024
- Forms available
- Form 990 2024
- Location
- Stockton, CA, USA
- Phone
- 2099573888
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Hospices
Reported finances
- Revenue
- $17,191,986
- Expenses
- $16,983,189
- Assets
- $45,339,626
- Liabilities
- $1,231,350
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
22 people listed
Executive titles in this filing
- Rebecca Burnett (CEO)
- Deana Brooks (CEO)
- Paul Balestracci (President)
- Penny Mallette (Vice President)
Highest reported compensation
- Rebecca Burnett (CEO): $315,757 total reported compensation
- Heather Stout MBA (CFO): $244,528 total reported compensation
- Cheryl Berglund (Hospice House Dir): $216,982 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The mission of hospice of san joaquin is to provide medical and compassionate care, counseling and support to terminally ill patients and their families, regardless of ability to pay, and to educate and collaborate with health care providers and the public in promoting quality end-of-life care.
What it reported doing in 2024
To provide aid and comfort to terminally ill patients and their familes on a physical and spiritual level. For the year ended june 30, 2025, hospice clinical, nursing, and social services staff provided service units equivalent to 46,380 patient days. Hospice maintaned adequate operations to serve terminal patients having an average length of stay (alos) during the year of 58 days. These patients resided in their own homes, in hospice house, in skilled nursing facilities, residential care facilities, or hospitals, as given circumstances warranted.because of the sensitive nature of end-of-life referrals, and the hesitancy with which the families of terminal patients enroll in hospice, hospice monitors referral statistics by source, so as to enable management to evaluate the adequacy of its public educational efforts. For the year ended june 30, 2025, referrals from hospitals and clinics, physicians, skilled nursing facilities, and residential care facilities increased from prior-year and budgeted referrals for the year by (5.5%), approximating 1,382 referrals.
Operating model
- Revenue model
- Earned-program. 85% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 66
- Transparency & Controls: 70
- Accountability: 91
- Sustainability: 52
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 71.8%; rating input score 72
- Program expense ratio: 78%; rating input score 78
- Fundraising efficiency: $0.48 raised per $1 spent on fundraising; rating input score 1; 1st percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 92.9%; rating input score 93; 25th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 1.2%; rating input score 39; 39th percentile among comparable filings
- Total-asset coverage ratio: 2.67; rating input score 71; 71st percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 88; 88th percentile among comparable filings
- Officer compensation ratio: 10.7%; rating input score 18; 18th percentile among comparable filings
Growth
- Program expense growth: 3.2% per year; rating input score 100; 28th percentile among comparable filings
- Revenue growth: 3.5% per year; rating input score 100; 30th percentile among comparable filings
- Asset growth: 7.2% per year; rating input score 100; 50th percentile among comparable filings
Details
- Where the money goes: 71.8% of revenue deployed · 78% of spending went to programs
- Governance: 13 of 14 board members independent · 8 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $13.3M in reported program spending
- Leadership: top reported pay $316K · 22 people listed · 1 of 6 pay-setting controls reported
- Consistency: 35 of 35 current checks pass
- Schedules: 6 filed schedules · includes major donors and executive pay
- Filing history: 12 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Money network: 9 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 1/100.
- Moderate — Sustainability: Operating margin scored 39/100.
- Review — Accountability: Governance controls: Whistleblower policy not reported.
- High — Sustainability: Officer compensation ratio scored 18/100.