Civic Intelligence

Lodi Adopt-A-Child

990EZ • Fiscal year 2014 • EIN 31-1580643

Jul 01, 2013 to Jun 30, 2014 • Filed on Jun 09, 2015

Post Office Box 247995241-2479

(209) 333-1056

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 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$269,978

No earlier filing loaded for comparison.

Net Assets

$269,978

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$124,562

No earlier filing loaded for comparison.

Expenses

$77,432

No earlier filing loaded for comparison.

Net Income

$47,130

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2014: $269,978Net Assets 2014: $269,9782014Assets 2015: $288,402Net Assets 2015: $288,4022015Assets 2016: $283,048Net Assets 2016: $283,0482016Assets 2017: $263,945Net Assets 2017: $263,9452017Assets 2018: $258,593Net Assets 2018: $258,5932018Assets 2019: $264,065Net Assets 2019: $264,0652019Assets 2020: $270,604Net Assets 2020: $270,6042020Assets 2021: $324,249Net Assets 2021: $324,2492021Assets 2022: $342,035Net Assets 2022: $342,0352022Assets 2023: $349,524Net Assets 2023: $349,5242023Assets 2024: $340,018Net Assets 2024: $340,0182024Assets 2025: $322,449Net Assets 2025: $322,4492025

Highlighted filing

2014

Assets$269,978
Liabilities-
Net Assets$269,978

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $124,562Expenses 2014: $77,432Net Income 2014: $47,1302014Revenue 2015: $112,390Expenses 2015: $93,966Net Income 2015: $18,4242015Revenue 2016: $84,492Expenses 2016: $89,846Net Income 2016: -$5,3542016Revenue 2017: $77,226Expenses 2017: $96,329Net Income 2017: -$19,1032017Revenue 2018: $77,371Expenses 2018: $82,723Net Income 2018: -$5,3522018Revenue 2019: $56,216Expenses 2019: $50,744Net Income 2019: $5,4722019Revenue 2020: $52,364Expenses 2020: $45,825Net Income 2020: $6,5392020Revenue 2021: $90,338Expenses 2021: $36,693Net Income 2021: $53,6452021Revenue 2022: $97,964Expenses 2022: $80,176Net Income 2022: $17,7882022Revenue 2023: $115,565Expenses 2023: $108,078Net Income 2023: $7,4872023Revenue 2024: $87,745Expenses 2024: $97,251Net Income 2024: -$9,5062024Revenue 2025: $99,243Expenses 2025: $116,812Net Income 2025: -$17,5692025

Highlighted filing

2014

Revenue$124,562
Expenses$77,432
Net Income$47,130
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jun 9, 2015
Return Version
2013v4.0
Gross Receipts
$140,698
Mission and Program Overview

Mission

Lodi adopt-a-child provides charitable assistance to underprivileged and/or abused children within the area of the city of lodi and the county of san joaquin, california.

Program Services

DescriptionGrantsExpenses
LODI ADOPT-A-CHILD PROVIDES CHARITABLE ASSISTANCE TO UNDERPRIVILEGED AND/OR ABUSED CHILDREN WITHIN THE AREA OF THE CITY OF LODI AND THE COUNTY OF SAN JOAQUIN, CALIFORNIA.-$72,290
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY GLENNDirector-$0--
CLAUDE BROWNDirector-$0--
DENNIS JONESDirector-$0--
MARY LUNADirector-$0--
YVONNE JOHNSTADDirector-$0--
ANGEL ORDAZDirector-$0--
MARTHA ORDAZDirector-$0--
SANDY PRESZLERDirector-$0--
SABRINA SCHNEWEIS-COEDirector-$0--
GREG THOMPSONDirector-$0--
ANGIE VALDOVINOSDirector-$0--
ANDREA VIOLETTDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$22,100$22,100$16,136$5,964
Total Events$22,100$22,100$16,136$5,964
Filing and Contact Details

Filer

EIN
31-1580643
Phone
2093331056

Signing Officer

Name
Jerry Glenn
Title
Director
Phone
2093331056
Signed
2015-06-09
Discuss with paid preparer
Yes

Preparer

Preparer
David L Duncan
Phone
2093390100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 2,676 office expenses 2,738 insurance 3,841 program expenses 41,373 dues & subscriptions 236 licenses & permits 25 meals 77 miscellaneous 152 repairs & maintenance 4,216 storage 2,000 taxes 50 telephone 2,498 utilities 6,383 non-investment depreciation 10,367 total 76,632

Form 990-ez, Part II, Line 24

Inventories for sale or use 300 300 318,691 316,003 less accumulated depreciation 174,973 178,257 total 144,018 138,046

Form 990-ez, Part III

Lodi adopt-a-child provides charitable assistance to underprivileged and/or abused children within the area of the city of lodi and the county of san joaquin, california.

Raw XML Appendix201 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 2,676 OFFICE EXPENSES 2,738 INSURANCE 3,841 PROGRAM EXPENSES 41,373 DUES & SUBSCRIPTIONS 236 LICENSES & PERMITS 25 MEALS 77 MISCELLANEOUS 152 REPAIRS & MAINTENANCE 4,216 STORAGE 2,000 TAXES 50 TELEPHONE 2,498 UTILITIES 6,383 NON-INVESTMENT DEPRECIATION 10,367 TOTAL 76,632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 300 300 318,691 316,003 LESS ACCUMULATED DEPRECIATION 174,973 178,257 TOTAL 144,018 138,046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LODI ADOPT-A-CHILD PROVIDES CHARITABLE ASSISTANCE TO UNDERPRIVILEGED AND/OR ABUSED CHILDREN WITHIN THE AREA OF THE CITY OF LODI AND THE COUNTY OF SAN JOAQUIN, CALIFORNIA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY GLENN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02093331056
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10LODI ADOPT-A-CHILD
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0311580643
ReturnHeader/Filer/PhoneNum02093331056
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830357827
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DUNCAN & COMPANY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101820 W KETTLEMAN LANE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LODI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum02093390100
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L DUNCAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-09-22T12:00:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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