Civic Intelligence

Lodi Shelter Pals

990EZ • Fiscal year 2017 • EIN 27-0708002

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 03, 2018

Organization ProfileN/A
101 E Pine StreetLodi, CA 95240

(209) 367-9247

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

8th percentile

-52%

Faster asset growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-6.6%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$14,681

Down $15,967 (-52%) from 2016

Net Assets

Down

$12,619

Down $16,273 (-56%) from 2016

Liabilities

Up

$2,062

Up $306 (+17%) from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin15th percentile

Revenue

Down

$76,984

Down $5,408 (-6.6%) from 2016

Expenses

Up

$93,257

Up $1,271 (+1.4%) from 2016

Net Income

Down

-$16,273

Down $6,679 (-70%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2017

Assets$14,681
Liabilities$2,062
Net Assets$12,619
Open 2017 Filing

Operations Trend

Revenue Growth38th 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

2017

Revenue$76,984
Expenses$93,257
Net Income-$16,273
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 3, 2018
Return Version
2017v2.2
Gross Receipts
$76,984
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS DEDICATED TO IMPROVING THE WELFARE OF COMPANION ANIMALS IN THE CITY OF LODI$0$88,157
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN OLIPHANTTreasurer/Secretary-$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 STREET, LODI, CA 95240

Signing Officer

Name
Lynn Oliphant
Title
Treasurer/secretary
Phone
2093679247
Signed
2018-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Kemper CPA Group Llp
Address
3031 W MARCH LANE STE 133 S, STOCKTON, CA 95219
Preparer
Christine Franklin
Phone
2094732001
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office expense. Amount: 541. Description: workers comp insurance. Amount: 908. Description: insurance. Amount: 826. Description: supplies. Amount: 389. Description: microchips. Amount: 3,667. Description: miscellaneous expenses. Amount: 2,179. Total to form 990-ez, line 16: 8,510.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: loans to affiliate. Beg. Of year amount: 3,596. End of year amount: 2,583.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: account payables. Beg. Of year amount: 1,756. End of year amount: 2,062.”

Raw XML Appendix153 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/ActivitiesNotPreviouslyRptInd00
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/BOYAmt027052
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012098
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt076984
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-16273
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018637
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030648
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014681
IRS990EZ/GrossReceiptsAmt076984
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028892
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012619
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028892
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012619
IRS990EZ/OccupancyRentUtltsAndMaintAmt04560
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNN OLIPHANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY ALUMBAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAT WAKEFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALICIA CASEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03596
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02583
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08510
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS DEDICATED TO IMPROVING THE WELFARE OF CAMPANION ANIMALS IN THE CITY OF LODI.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS DEDICATED TO IMPROVING THE WELFARE OF COMPANION ANIMALS IN THE CITY OF LODI
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt088157
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt061550
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01756
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02062
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt093257
IRS990EZ/TotalProgramServiceExpensesAmt088157
IRS990EZ/TotalRevenueAmt076984
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt076983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt082557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt081622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt081200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0339358
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0339358
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt082557
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt081622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt081200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016996
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0339358
IRS990ScheduleA/TotalSupportAmt0339358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OFFICE EXPENSE. AMOUNT: 541. DESCRIPTION: WORKERS COMP INSURANCE. AMOUNT: 908. DESCRIPTION: INSURANCE. AMOUNT: 826. DESCRIPTION: SUPPLIES. AMOUNT: 389. DESCRIPTION: MICROCHIPS. AMOUNT: 3,667. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 2,179. TOTAL TO FORM 990-EZ, LINE 16: 8,510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LOANS TO AFFILIATE. BEG. OF YEAR AMOUNT: 3,596. END OF YEAR AMOUNT: 2,583.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNT PAYABLES. BEG. OF YEAR AMOUNT: 1,756. END OF YEAR AMOUNT: 2,062.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN OLIPHANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02093679247
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI SHELTER PALS
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0270708002
ReturnHeader/Filer/PhoneNum02093679247
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 E PINE STREET
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095240
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId072D2669924C12858E104E874489FACE4D09A1E64
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId077C64D9F39BD337F2DE0B9C782696DA0A917619E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.175.157.80
ReturnHeader/FilingSecurityInformation/IPDt02018-02-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:56:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03031 W MARCH LANE STE 133 S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094732001
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE FRANKLIN
ReturnHeader/ReturnTs02018-02-23T10:11:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,681
Liabilities
$2,062
Net assets
$12,619
Revenue
$76,984
Expenses
$93,257
Net income
-$16,273
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