Port of Stockton Employee Association

Nonprofit profile at a glance

EIN
994040065
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025
Location
Stockton, CA, USA
Phone
2099460246
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Voluntary Employees Beneficiary Associations (Government)

Reported finances

Revenue
$34,162
Expenses
$24,961
Assets
$30,538

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Melanie Rodriguez (President)
  • Victoria Lucero (Vice President)

People named in this filing

  • Melanie Rodriguez (President)
  • Victoria Lucero (Vice President)
  • Julia Ulm (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To raise money and provide funds for the Boggs Tract Community including their school, garden, and community center.

What it reported doing in 2025

Provided much needed supplies for both the students and teachers of Washington Elementary School. It benefits the 120 students enrolled. Each student received a backpack, supplies, and a jacket. We also purchased a sound system for the school as well as a bunch of supplies for the classrooms that the teachers asked for.

Operating model

Revenue model
Other-operating. 93% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 62
  • Transparency & Controls: 82
  • Sustainability: 59
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 54.8%; rating input score 55
  • Program expense ratio: 75%; rating input score 75

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 26.9%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 1.22; rating input score 53; 53rd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 34.9% per year; rating input score 100; 88th percentile among comparable filings
  • Revenue growth: -1% per year; rating input score 0; 46th percentile among comparable filings
  • Asset growth: 35.5% per year; rating input score 100; 92nd percentile among comparable filings

Details

  • Where the money goes: 54.8% of revenue deployed · 75% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $19K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 55/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 53/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.