Civic Intelligence

Lodi Shelter Pals

990EZ • Fiscal year 2019 • EIN 27-0708002

Jan 01, 2019 to Dec 31, 2019 • Filed on May 11, 2020

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

84th percentile

0.21x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

48th percentile

2.5%

Higher net margin than 48% 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

59th percentile

7.5%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

37th percentile

-7.6%

Faster revenue growth than 37% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$10,066

Up $703 (+7.5%) from 2018

Net Assets

Up

$8,001

Up $1,345 (+20%) from 2018

Liabilities

Down

$2,065

Down $642 (-24%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin48th percentile

Revenue

Down

$53,107

Down $4,355 (-7.6%) from 2018

Expenses

Down

$51,762

Down $11,663 (-18%) from 2018

Net Income

Up

$1,345

Up $7,308 (+123%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2019

Assets$10,066
Liabilities$2,065
Net Assets$8,001
Open 2019 Filing

Operations Trend

Revenue Growth37th 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

2019

Revenue$53,107
Expenses$51,762
Net Income$1,345
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 11, 2020
Return Version
2019v5.1
Gross Receipts
$53,107
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$50,100$47,795
Compensation and Service Providers
Top Officer Pay77th 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
2020-05-11
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: 632. Description: workers comp insurance. Amount: 1,039. Description: insurance. Amount: 2,555. Description: supplies. Amount: 88. Description: fees. Amount: 55. Total to form 990-ez, line 16: 4,369.”

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

“Description: account payables. Beg. Of year amount: 2,707. End of year amount: 2,065.”

Raw XML Appendix149 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
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06656
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08001
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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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/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04369
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/GrantsAndAllocationsAmt050100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047795
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt042598
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02707
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02065
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051762
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IRS990EZ/TotalRevenueAmt053107
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt057462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt082557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt081622
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053107
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt057462
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt076983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082557
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt081622
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0351731
IRS990ScheduleA/TotalSupportAmt0351731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OFFICE EXPENSE. AMOUNT: 632. DESCRIPTION: WORKERS COMP INSURANCE. AMOUNT: 1,039. DESCRIPTION: INSURANCE. AMOUNT: 2,555. DESCRIPTION: SUPPLIES. AMOUNT: 88. DESCRIPTION: FEES. AMOUNT: 55. TOTAL TO FORM 990-EZ, LINE 16: 4,369.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNT PAYABLES. BEG. OF YEAR AMOUNT: 2,707. END OF YEAR AMOUNT: 2,065.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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.
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02093679247
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI SHELTER PALS
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0270708002
ReturnHeader/Filer/PhoneNum02093679247
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 E PINE STREET
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ReturnHeader/FilingSecurityInformation/IPTm009:32:54
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/PreparationDt02020-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE FRANKLIN
ReturnHeader/ReturnTs02020-05-27T10:31:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,066
Liabilities
$2,065
Net assets
$8,001
Revenue
$53,107
Expenses
$51,762
Net income
$1,345
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