Civic Intelligence

Lodi Shelter Pals

990EZ • Fiscal year 2015 • EIN 27-0708002

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

Organization ProfileN/A
101 E PineLodi, CA 95240

(209) 367-9247

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

60th percentile

7.6%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

0.5%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$39,364

Up $2,779 (+7.6%) from 2014

Net Assets

Up

$38,486

Up $2,251 (+6.2%) from 2014

Liabilities

Up

$878

Up $528 (+151%) from 2014

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin49th percentile

Revenue

Up

$81,622

Up $422 (+0.5%) from 2014

Expenses

Up

$79,371

Up $17,522 (+28%) from 2014

Net Income

Down

$2,251

Down $17,100 (-88%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$40K$30K$20K$10K$0Assets 2014: $36,585Liabilities 2014: $350Net Assets 2014: $36,2352014Assets 2015: $39,364Liabilities 2015: $878Net Assets 2015: $38,4862015Assets 2016: $30,648Liabilities 2016: $1,756Net Assets 2016: $28,8922016Assets 2017: $14,681Liabilities 2017: $2,062Net Assets 2017: $12,6192017Assets 2018: $9,363Liabilities 2018: $2,707Net Assets 2018: $6,6562018Assets 2019: $10,066Liabilities 2019: $2,065Net Assets 2019: $8,0012019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2015

Assets$39,364
Liabilities$878
Net Assets$38,486
Open 2015 Filing

Operations Trend

Revenue Growth49th percentile

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

$100K$50K$0-$50KRevenue 2014: $81,200Expenses 2014: $61,849Net Income 2014: $19,3512014Revenue 2015: $81,622Expenses 2015: $79,371Net Income 2015: $2,2512015Revenue 2016: $82,392Expenses 2016: $91,986Net Income 2016: -$9,5942016Revenue 2017: $76,984Expenses 2017: $93,257Net Income 2017: -$16,2732017Revenue 2018: $57,462Expenses 2018: $63,425Net Income 2018: -$5,9632018Revenue 2019: $53,107Expenses 2019: $51,762Net Income 2019: $1,3452019Revenue 2020: $52,565Expenses 2020: $60,566Net Income 2020: -$8,0012020

Highlighted filing

2015

Revenue$81,622
Expenses$79,371
Net Income$2,251
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.0
Gross Receipts
$81,622
Mission and Program Overview

Mission

The organization is dedicated to improving the welfare of campanion animals in the city of lodi.

PROVIDE CARE FOR ANIMALS

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS DEDICATED TO IMPROVING THE WELFARE OF COMPANION ANIMALS IN THE CIRY OF LODI$73,567-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN OLIPHANTTreasurer/Secre-$0--
NANCY ALUMBAUGHPresidentPT$0--
PAT WAKEFIELDVice President-$0--
ALICIA CASEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lodi Shelter Pals
EIN
27-0708002
Phone
2093679247
Address
101 E PINE, LODI, CA 95240

Signing Officer

Name
Lynn Oliphant
Title
Treasurer/Secretary
Signed
2016-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Daryl G Verkerk CPA
Address
1812 Kettleman Lane Ste 4, LODI, CA 95242
Preparer
Daryl G Verkerk CPA
Phone
2093693678
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $4625”

Other Expenses.1

“supplemental adoption costs $4393”

Other Expenses.2

“SUPPLIES $1199”

Other Expenses.3

“MICRO CHIPS $1199”

Other Expenses.4

“MISCELLANEOUS $681”

Other Expenses.5

“BANK CHARGES $60”

Other Expenses.6

“licenses & fees $25”

Other Assets.1009

“Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $4670”

Total Liabilities.1

“misc liabilities - Beginning $350 misc liabilities - Ending $878”

Raw XML Appendix151 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/PersonNm0LYNN OLIPHANT
IRS990EZ/BooksInCareOfDetail/PhoneNum02093679247
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 E PINE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036585
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034694
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02251
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014580
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036585
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039364
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt081622
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036235
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038486
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036235
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038486
IRS990EZ/OccupancyRentUtltsAndMaintAmt02600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNN OLIPHANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY ALUMBAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAT WAKEFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALICIA CASEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer/Secre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04670
IRS990EZ/OtherExpensesTotalAmt012182
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CARE FOR ANIMALS
IRS990EZ/ProgramServiceRevenueAmt081574
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS DEDICATED TO IMPROVING THE WELFARE OF COMPANION ANIMALS IN THE CIRY OF LODI
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt073567
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt050009
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0350
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0878
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079371
IRS990EZ/TotalProgramServiceExpensesAmt073567
IRS990EZ/TotalRevenueAmt081622
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt081622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt081200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0179818
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0179818
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt081622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt081200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016996
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0179818
IRS990ScheduleA/TotalSupportAmt0179818
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $4625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1supplemental adoption costs $4393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $1199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MICRO CHIPS $1199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS $681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6licenses & fees $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $4670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8misc liabilities - Beginning $350 misc liabilities - Ending $878
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN OLIPHANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer/Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI SHELTER PALS
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0270708002
ReturnHeader/Filer/PhoneNum02093679247
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 E PINE
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DARYL G VERKERK CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01812 Kettleman Lane Ste 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LODI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095242
ReturnHeader/PreparerPersonGrp/PhoneNum02093693678
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daryl G Verkerk CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-11T14:13:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,364
Liabilities
$878
Net assets
$38,486
Revenue
$81,622
Expenses
$79,371
Net income
$2,251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$52.6$60.6$8.00
2019Detailed filing. Detailed filing data is available for this year.$10.1$2.07$8.00$53.1$51.8$1.35
2018Detailed filing. Detailed filing data is available for this year.$9.36$2.71$6.66$57.5$63.4$5.96
2017Detailed filing. Detailed filing data is available for this year.$14.7$2.06$12.6$77.0$93.3$16.3
2016Detailed filing. Detailed filing data is available for this year.$30.6$1.76$28.9$82.4$92.0$9.59
2015Detailed filing. Detailed filing data is available for this year.$39.4$0.88$38.5$81.6$79.4$2.25
2014Detailed filing. Detailed filing data is available for this year.$36.6$0.35$36.2$81.2$61.8$19.4