Civic Intelligence

Lodi Whittier Free Library Association Inc

990EZ • Fiscal year 2013 • EIN 15-0585897

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

2155 E Seneca Street PO Box 20814860

(607) 582-6218

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

77th percentile

$8,376

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

92nd percentile

103%

Faster asset growth than 92% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

88th percentile

63%

Faster revenue growth than 88% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$55,099

Up $28,019 (+103%) from 2012

Net Assets

Up

$55,099

Up $28,019 (+103%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$65,935

Up $25,415 (+63%) from 2012

Expenses

Down

$37,916

Down $2,995 (-7.3%) from 2012

Net Income

Up

$28,019

Up $28,410 (+7266%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $22,314Net Assets 2010: $22,3142010Assets 2011: $21,384Net Assets 2011: $21,3842011Assets 2012: $27,080Net Assets 2012: $27,0802012Assets 2013: $55,099Net Assets 2013: $55,0992013Assets 2014: $207,563Liabilities 2014: $1,316Net Assets 2014: $206,2472014Assets 2015: $301,617Liabilities 2015: $517Net Assets 2015: $301,1002015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $55,013Liabilities 2021: $0Net Assets 2021: $55,0132021Assets 2022: $54,115Liabilities 2022: $0Net Assets 2022: $54,1152022Assets 2023: $31,097Liabilities 2023: $0Net Assets 2023: $31,0972023Assets 2024: $36,887Liabilities 2024: $0Net Assets 2024: $36,8872024

Highlighted filing

2013

Assets$55,099
Liabilities-
Net Assets$55,099

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2010: $40,451Expenses 2010: $36,492Net Income 2010: $3,9592010Revenue 2011: $43,205Expenses 2011: $44,135Net Income 2011: -$9302011Revenue 2012: $40,520Expenses 2012: $40,911Net Income 2012: -$3912012Revenue 2013: $65,935Expenses 2013: $37,916Net Income 2013: $28,0192013Revenue 2014: $70,635Expenses 2014: $53,749Net Income 2014: $16,8862014Revenue 2015: $316,417Expenses 2015: $54,426Net Income 2015: $261,9912015Revenue 2016: $296,818Expenses 2016: $55,101Net Income 2016: $241,7172016Revenue 2018: $126,779Expenses 2018: $95,767Net Income 2018: $31,0122018Revenue 2019: $122,853Expenses 2019: $144,576Net Income 2019: -$21,7232019Revenue 2020: $146,410Expenses 2020: $135,874Net Income 2020: $10,5362020Revenue 2021: $153,427Expenses 2021: $137,173Net Income 2021: $16,2542021Revenue 2022: $148,364Expenses 2022: $149,262Net Income 2022: -$8982022Revenue 2023: $145,583Expenses 2023: $157,092Net Income 2023: -$11,5092023Revenue 2024: $146,795Expenses 2024: $141,005Net Income 2024: $5,7902024

Highlighted filing

2013

Revenue$65,935
Expenses$37,916
Net Income$28,019
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Gross Receipts
$65,935
Mission and Program Overview

Mission

public library

Provide Library Services

Program Services

DescriptionGrantsExpenses
WE MAKE AVAILABLE TO THR RESIDENTS OT THE TOWN BOOKS, MAGAZINES AND DVD'S. WE ALSO PROVIDE COMPUTER ACCESSABILITY TO ALL.$7,065$37,916
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORA MINICHELLODirectorPT$8,376-$8,376
PHOEBE VAN VLEETInterim DirectorPT$3,288-$3,288
JODY LATINIBoard Trustee-$750-$750
PAULETTE LIKOUDISBoard Trustee-$150-$150
KAREL TITUSBoard PresidentPT$0--
BOB FAIRCLOUGHVice President-$0--
JOHN HENDERSONBoard Secretary-$0--
MARY CATHRINE FRENCHBoard Trustee/Treasurer-$0--
PAUL BATMANBoard Treasurer/Trustee-$0--
KAREN SHEPHERDBoard Trustee-$0--
ART CALICEBoard Trustee-$0--
SHERI WYCOFFBoard Trustee-$0--
Filing and Contact Details

Filer

EIN
15-0585897
Phone
6075826218

Signing Officer

Name
Karel Titus
Title
President
Phone
6075826218
Signed
2014-05-13

Preparer

Preparer
Jim Fravil
Phone
6075826881
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Advertising 18. Book purchase 1846. Delavan grant-arts & artisan 5029. Dvd purchases 2096. Magazine subscription 238. Miscellaneous 937. Polaris fee 5356. Summer reading expense 1286. Supplies & materials 1073.

Raw XML Appendix176 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARY-CATHERINE FRENCH
IRS990EZ/BooksInCareOfDetail/PhoneNum06072794993
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101665 Lodi Point Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Lodi
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode014860
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027080
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044781
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065495
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028019
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0242
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027080
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055099
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027080
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055099
IRS990EZ/OccupancyRentUtltsAndMaintAmt05513
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt08376
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13288
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt7150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DORA MINICHELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHOEBE VAN VLEET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREL TITUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB FAIRCLOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY CATHRINE FRENCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAUL BATMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAULETTE LIKOUDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KAREN SHEPHERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ART CALICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SHERI WYCOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JODY LATINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Interim Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Trustee/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Treasurer/Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Board Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Board Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010318
IRS990EZ/OtherExpensesTotalAmt017879
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide Library Services
IRS990EZ/PrintingPublicationsPostageAmt058
IRS990EZ/ProgramServiceRevenueAmt0198
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE MAKE AVAILABLE TO THR RESIDENTS OT THE TOWN BOOKS, MAGAZINES AND DVD'S. WE ALSO PROVIDE COMPUTER ACCESSABILITY TO ALL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07065
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037916
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt014466
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037916
IRS990EZ/TotalProgramServiceExpensesAmt037916
IRS990EZ/TotalRevenueAmt065935
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010381
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016913
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt060381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0264
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0325
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99820
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0175679
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt023931
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt027501
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt028416
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt025000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt010450
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt0115298
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034312
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036132
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt039325
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027363
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0175679
IRS990ScheduleA/TotalSupportAmt0176004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 18. BOOK PURCHASE 1846. DELAVAN GRANT-ARTS & ARTISAN 5029. DVD PURCHASES 2096. MAGAZINE SUBSCRIPTION 238. MISCELLANEOUS 937. POLARIS FEE 5356. SUMMER READING EXPENSE 1286. SUPPLIES & MATERIALS 1073.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREL TITUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06075826218
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10Lodi Whittier Free Library Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0150585897
ReturnHeader/Filer/PhoneNum06075826218
ReturnHeader/Filer/USAddress/AddressLine102155 E Seneca Street PO Box 208
ReturnHeader/Filer/USAddress/City0Lodi
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Just Serendipity Farm
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102483 Betzler Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lodi
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode014860
ReturnHeader/PreparerPersonGrp/PhoneNum06075826881
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM FRAVIL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-08-13T06:29:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.47$1.41$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.46$1.57$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.48$1.49$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$1.53$1.37$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.46$1.36$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.23$1.45$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.27$0.96$0.31
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.97$0.55$2.42
2015Detailed filing. Detailed filing data is available for this year.$3.02$0.01$3.01$3.16$0.54$2.62
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.06$0.71$0.54$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.66$0.38$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.41$0.41$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$0.43$0.44$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.40$0.36$0.04