Civic Intelligence

Lodi Whittier Free Library Association Inc

990 • Fiscal year 2019 • EIN 15-0585897

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

PO Box 208Lodi, NY 14860

(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 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

18th percentile

-18%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Revenue Growth

43rd percentile

-3.1%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Flat

$0

Flat from 2018

Net Assets

Flat

$0

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$122,853

Down $3,926 (-3.1%) from 2018

Expenses

Up

$144,576

Up $48,809 (+51%) from 2018

Net Income

Down

-$21,723

Down $52,735 (-170%) from 2018

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

2019

Assets$0
Liabilities$0
Net Assets$0

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

2019

Revenue$122,853
Expenses$144,576
Net Income-$21,723
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.1
Gross Receipts
$122,853
Mission and Program Overview

Mission

public library

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Karel TitusDirector, Board President
Karen ShepherdTrustee/Vice President
Diana LyttleTrustee
Jack BurrowsTrustee
Micci BogardTrustee
Paul BatmanTrustee
Paulette LikoudisTrustee
Susie Van RiperTrustee
Mary Cathrine FrenchTrustee Treasurer
John HendersonTrustee, Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$122,569
Program Service Revenue
$80
Investment Income
$204
Other Revenue
$0
All Other Contributions
$8,975
Change in Net Assets
$-21,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,696
Salaries, Compensation, and Employee Benefits$58,880
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$0$58,880$0$58,880
All Other Expenses$18,843$38,676$0$57,519
Depreciation Depletion$0$25,948$0$25,948
Advertising$2,110$0$0$2,110
Office Expenses$0$119$0$119
Total Functional Expenses$20,953$123,623$0$144,576
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Lodi Whittier Library
EIN
15-0585897
Phone
6075826218
Address
PO Box 208, Lodi, NY 14860

Signing Officer

Name
Karel Titus
Title
President
Phone
6075826218
Signed
2020-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karel Titus
Formed
1912
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
16

Preparer

Firm
Just Serendipity Farm
Address
2483 Betzler Road, Lodi, NY 14860
Preparer
Jim Fravil
Phone
6075826881
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

President authorized to file return

Form 990, Part IX, Line 24E

Bank Fees 298. 0. 298. 0.

Form 990, Part IX, Line 24E

Building Fund Expenses 14188. 0. 14188. 0.

Form 990, Part IX, Line 24E

Capital Fund Maintenance 1007. 0. 1007. 0.

Form 990, Part IX, Line 24E

Collection Development 7908. 7908. 0. 0.

Form 990, Part IX, Line 24E

Dues & Subscription 335. 0. 335. 0.

Form 990, Part IX, Line 24E

Computer Expense 9470. 0. 9470. 0.

Form 990, Part IX, Line 24E

Fund Raising Expense 1031. 0. 1031. 0.

Form 990, Part IX, Line 24E

Total Grant Disbursements 10935. 10935. 0. 0.

Form 990, Part IX, Line 24E

Total Insurance 3021. 0. 3021. 0.

Form 990, Part IX, Line 24E

NaNoWrMo 50. 0. 50. 0.

Form 990, Part IX, Line 24E

Miscellaneous 1539. 0. 1539. 0.

Form 990, Part IX, Line 24E

Payroll Fees 950. 0. 950. 0.

Form 990, Part IX, Line 24E

Phase II Expense 494. 0. 494. 0.

Form 990, Part IX, Line 24E

Postage & Delivery 304. 0. 304. 0.

Form 990, Part IX, Line 24E

Professional Service Fees 849. 0. 849. 0.

Form 990, Part IX, Line 24E

Reimbursements 454. 0. 454. 0.

Form 990, Part IX, Line 24E

Repairs & Maintenance 417. 0. 417. 0.

Form 990, Part IX, Line 24E

Supplies & Mateerials 795. 0. 795. 0.

Form 990, Part IX, Line 24E

Utilities 3474. 0. 3474. 0.

Raw XML Appendix378 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee, Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0President authorized to file return
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Professional Service Fees 849. 0. 849. 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0122569
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0123623
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020953
IRS990/TotalFunctionalExpensesGrp/TotalAmt0144576
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt080
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt020953
IRS990/TotalProgramServiceRevenueAmt080
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0284
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0122853
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0Keady Road
IRS990/USAddress/CityNm0Lodi
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014860
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0Lodilibgagy.net
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karel Titus
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06075826218
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lodi Whittier Library
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0150585897
ReturnHeader/Filer/PhoneNum06075826218
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 208
ReturnHeader/Filer/USAddress/CityNm0Lodi
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014860
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB2227F49FB827703B2A2086956CB86135C60FF9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EB2227F49FB827703B2A2086956CB86135C60FF9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.145.155.13
ReturnHeader/FilingSecurityInformation/IPDt02020-07-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:55:43
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Just Serendipity Farm
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02483 Betzler Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lodi
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014860
ReturnHeader/PreparerPersonGrp/PhoneNum06075826881
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jim Fravil
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-28T08:55:53-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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