Civic Intelligence

Leadership Lodi Alumni Association Inc

EIN 27-2558173 • 501(c)3 • Lodi, CA

Profile

Promote leadership and support local charities.

Refreshing map…

35 S School StreetLodi, CA 95240

www.lodichamber.com/LEADERSHIPLODI/ALUMNI.HTM

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

10th percentile

-96%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

19th percentile

-51%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-41%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$14,177

Up $436 (+3.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$14,177

Up $436 (+3.2%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Up

$24,765

Up $23,245 (+1529%) from 2021

Expenses

Up

$24,329

Up $24,329 from 2021

Net Income

Down

$436

Down $1,084 (-71%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2013: $12,385Liabilities 2013: $0Net Assets 2013: $12,3852013Assets 2014: $5,574Liabilities 2014: $0Net Assets 2014: $5,5742014Assets 2015: $5,339Liabilities 2015: $0Net Assets 2015: $5,3392015Assets 2017: $27,797Liabilities 2017: $0Net Assets 2017: $27,7972017Assets 2018: $11,366Liabilities 2018: $0Net Assets 2018: $11,3662018Assets 2019: $11,021Liabilities 2019: $0Net Assets 2019: $11,0212019Assets 2021: $13,741Liabilities 2021: $0Net Assets 2021: $13,7412021Assets 2022: $14,177Liabilities 2022: $0Net Assets 2022: $14,1772022

Highlighted filing

2022

Assets$14,177
Liabilities$0
Net Assets$14,177
Open 2022 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2013: $24,413Expenses 2013: $18,072Net Income 2013: $6,3412013Revenue 2014: $27,231Expenses 2014: $34,042Net Income 2014: -$6,8112014Revenue 2015: $46,183Expenses 2015: $46,418Net Income 2015: -$2352015Revenue 2017: $29,554Expenses 2017: $7,204Net Income 2017: $22,3502017Revenue 2018: $31,471Expenses 2018: $47,902Net Income 2018: -$16,4312018Revenue 2019: $15,718Expenses 2019: $16,063Net Income 2019: -$3452019Revenue 2021: $1,520Expenses 2021: $0Net Income 2021: $1,5202021Revenue 2022: $24,765Expenses 2022: $24,329Net Income 2022: $4362022

Highlighted filing

2022

Revenue$24,765
Expenses$24,329
Net Income$436
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,177
Liabilities
$0
Net assets
$14,177
Revenue
$24,765
Expenses
$24,329
Net income
$436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$24.8$24.3$0.44
2021Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.52$0.00$1.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$15.7$16.1$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$31.5$47.9$16.4
2017Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$29.6$7.20$22.4
2015Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$46.2$46.4$0.24
2014Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$27.2$34.0$6.81
2013Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$24.4$18.1$6.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 8, 2023
Return Version
2022v4.1
Gross Receipts
$24,765
Mission and Program Overview

Mission

Promote leadership and support local charities.

Program Services

DescriptionGrantsExpenses
SUPPORTED THE LEADERSHIP LODI CLASS OF 2022. THE CLASS PUT ON A FUNDRAISER AND THEN USE ALL THE FUNDS RAISED FOR THEIR PROJECT WHICH WAS REMOLDING THE KITCHEN AND PAINTING THE BUILDING FOR GRACE AND MERCY NON PROFIT IN LODI.$0$23,674
ABCD BLOCK PROGRAM - PROVIDE TRAINING/LEADERSHIP AND CONNECTIONS BY SUPPORTING CITIZEN DRIVEN COMMUNITY IMPROVEMENT PROJECTS AND DEVELOPING RESIDENT LEADERSHIP IN LODI'S MOST IMPOVERISHED NEIGHBORHOODS$0$492
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE DIEDEBoard Member-$0--
NICK JONESBoard Member-$0--
AARON LANGEBoard Member-$0--
MONA SHULMANBoard Member-$0--
PAT PATRICKBoard Chair-$0--
BOB COLAROSSIVice Chair-$0--
Filing and Contact Details

Filer

Filer Name
Leadership Lodi Partners in Education
EIN
27-2558173
Phone
2093677840
Address
35 S SCHOOL STREET, LODI, CA 95240

Signing Officer

Name
Pat Patrick
Title
President
Phone
2093677840
Signed
2023-02-08
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: program - leadership lodi project. Amount: 23,764. Description: v2020 expense. Amount: 492. Description: supplies. Amount: 73. Total to form 990-ez, line 16: 24,329.”

Raw XML Appendix168 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/BusinessName/BusinessNameLine1Txt0LODI DISTRICT CHAMBER
IRS990EZ/BooksInCareOfDetail/PhoneNum02093677840
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt035 S SCHOOL STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013741
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014177
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0436
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013741
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014177
IRS990EZ/GrossReceiptsAmt024765
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013741
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014177
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013741
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014177
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE DIEDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICK JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AARON LANGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MONA SHULMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAT PATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB COLAROSSI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024329
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE LEADERSHIP AND SUPPORT LOCAL CHARITIES.
IRS990EZ/ProgramServiceRevenueAmt023765
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTED THE LEADERSHIP LODI CLASS OF 2022. THE CLASS PUT ON A FUNDRAISER AND THEN USE ALL THE FUNDS RAISED FOR THEIR PROJECT WHICH WAS REMOLDING THE KITCHEN AND PAINTING THE BUILDING FOR GRACE AND MERCY NON PROFIT IN LODI.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ABCD BLOCK PROGRAM - PROVIDE TRAINING/LEADERSHIP AND CONNECTIONS BY SUPPORTING CITIZEN DRIVEN COMMUNITY IMPROVEMENT PROJECTS AND DEVELOPING RESIDENT LEADERSHIP IN LODI'S MOST IMPOVERISHED NEIGHBORHOODS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023674
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1492
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024329
IRS990EZ/TotalProgramServiceExpensesAmt024166
IRS990EZ/TotalRevenueAmt024765
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LODICHAMBER.COM/LEADERSHIPLODI/ALUMNI.HTM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt076954
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt076954
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015718
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031471
IRS990ScheduleA/Total509Grp/TotalAmt076954
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt015718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt031471
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt076954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM - LEADERSHIP LODI PROJECT. AMOUNT: 23,764. DESCRIPTION: V2020 EXPENSE. AMOUNT: 492. DESCRIPTION: SUPPLIES. AMOUNT: 73. TOTAL TO FORM 990-EZ, LINE 16: 24,329.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT PATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02093677840
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADERSHIP LODI PARTNERS IN EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0272558173
ReturnHeader/Filer/PhoneNum02093677840
ReturnHeader/Filer/USAddress/AddressLine1Txt035 S SCHOOL STREET
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095240
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE FRANKLIN
ReturnHeader/ReturnTs02023-03-01T15:14:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PATRICK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits