Civic Intelligence

Lodi Shelter Pals

990EZ • Fiscal year 2016 • EIN 27-0708002

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

0.9%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$30,648

Down $8,716 (-22%) from 2015

Net Assets

Down

$28,892

Down $9,594 (-25%) from 2015

Liabilities

Up

$1,756

Up $878 (+100%) from 2015

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin22nd percentile

Revenue

Up

$82,392

Up $770 (+0.9%) from 2015

Expenses

Up

$91,986

Up $12,615 (+16%) from 2015

Net Income

Down

-$9,594

Down $11,845 (-526%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2016

Assets$30,648
Liabilities$1,756
Net Assets$28,892
Open 2016 Filing

Operations Trend

Revenue Growth51st 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

2016

Revenue$82,392
Expenses$91,986
Net Income-$9,594
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$82,392
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$86,559-
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
2017-11-14
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.1002

“Office Expenses $832”

Other Expenses.1012

“Insurance $3882”

Other Expenses.1

“supplemental adoption costs $5859”

Other Expenses.2

“MICRO CHIPS $2422”

Other Expenses.3

“MISCELLANEOUS $586”

Other Expenses.4

“SUPPLIES $410”

Other Expenses.5

“licenses & fees $75”

Other Expenses.6

“BANK CHARGES $15”

Other Expenses.7

“STATE TAX FEES $10”

Other Assets.1009

“Notes and Loans Receivable - Beginning $4670 Notes and Loans Receivable - Ending $3596”

Total Liabilities.1

“misc liabilities - Beginning $878 misc liabilities - Ending $1756”

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LYNN OLIPHANT
IRS990EZ/BooksInCareOfDetail/PhoneNum02093679247
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034694
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027052
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IRS990EZ/ContributionsGiftsGrantsEtcAmt094
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9594
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015628
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039364
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt082392
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt02380
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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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/BOYAmt04670
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03596
IRS990EZ/OtherExpensesTotalAmt014091
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CARE FOR ANIMALS
IRS990EZ/ProgramServiceRevenueAmt082275
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS DEDICATED TO IMPROVING THE WELFARE OF COMPANION ANIMALS IN THE CIRY OF LODI
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt086559
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt059887
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0878
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01756
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091986
IRS990EZ/TotalProgramServiceExpensesAmt086559
IRS990EZ/TotalRevenueAmt082392
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt082557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt081622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt081200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0262375
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0262375
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt082557
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt081622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt081200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016996
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0262375
IRS990ScheduleA/TotalSupportAmt0262375
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $3882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2supplemental adoption costs $5859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MICRO CHIPS $2422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS $586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6licenses & fees $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STATE TAX FEES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Notes and Loans Receivable - Beginning $4670 Notes and Loans Receivable - Ending $3596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10misc liabilities - Beginning $878 misc liabilities - Ending $1756
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN OLIPHANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer/Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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/ReturnTs02017-11-14T22:00:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,648
Liabilities
$1,756
Net assets
$28,892
Revenue
$82,392
Expenses
$91,986
Net income
-$9,594
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