Civic Intelligence

Lodi Shelter Pals

990EZ • Fiscal year 2020 • EIN 27-0708002

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 08, 2021

Organization ProfileN/A
1040 W Kettleman Ln 379Lodi, CA 95240

(209) 367-9247

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 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

24th percentile

-15%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

-1.0%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $10,066 (-100%) from 2019

Net Assets

Down

$0

Down $8,001 (-100%) from 2019

Liabilities

Down

$0

Down $2,065 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin24th percentile

Revenue

Down

$52,565

Down $542 (-1.0%) from 2019

Expenses

Up

$60,566

Up $8,804 (+17%) from 2019

Net Income

Down

-$8,001

Down $9,346 (-695%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth63rd 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

2020

Revenue$52,565
Expenses$60,566
Net Income-$8,001
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 8, 2021
Return Version
2020v4.0
Gross Receipts
$52,565
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$48,532
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
1040 W KETTLEMAN LN 379, LODI, CA 95240

Signing Officer

Name
Lynn Oliphant
Title
Treasurer/secretary
Phone
2093679247
Signed
2021-02-08
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: 2,188. Description: workers comp insurance. Amount: 461. Description: insurance. Amount: 2,562. Description: supplies. Amount: 315. Description: donations. Amount: 5,715. Total to form 990-ez, line 16: 11,241.”

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

“Description: account payables. Beg. Of year amount: 2,065. End of year amount: 0.”

Raw XML Appendix169 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 E PINE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010066
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt052565
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-8001
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IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt052565
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08001
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08001
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt02475
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
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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/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011241
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/ProgramServiceExpensesAmt048532
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt041565
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02065
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt060566
IRS990EZ/TotalProgramServiceExpensesAmt048532
IRS990EZ/TotalRevenueAmt052565
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt057462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0322674
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0322674
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt053107
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt057462
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082557
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0322674
IRS990ScheduleA/TotalSupportAmt0322674
IRS990ScheduleN/AssetsDistributedInd00
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0PEOPLE ASSISTING LODI SHELTER
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02021-01-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0721581053
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt06100
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501C3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01040 W KETTLEMAN 379
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0LODI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd095240
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,188. DESCRIPTION: WORKERS COMP INSURANCE. AMOUNT: 461. DESCRIPTION: INSURANCE. AMOUNT: 2,562. DESCRIPTION: SUPPLIES. AMOUNT: 315. DESCRIPTION: DONATIONS. AMOUNT: 5,715. TOTAL TO FORM 990-EZ, LINE 16: 11,241.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNT PAYABLES. BEG. OF YEAR AMOUNT: 2,065. END OF YEAR AMOUNT: 0.
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.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN OLIPHANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02093679247
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI SHELTER PALS
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0270708002
ReturnHeader/Filer/PhoneNum02093679247
ReturnHeader/Filer/USAddress/AddressLine1Txt01040 W KETTLEMAN LN 379
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095240
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/PreparationDt02021-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE FRANKLIN
ReturnHeader/ReturnTs02021-02-23T12:14:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLIPHANT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$52,565
Expenses
$60,566
Net income
-$8,001
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