Civic Intelligence

Lodi Adopt-A-Child

990EZ • Fiscal year 2015 • EIN 31-1580643

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

Post Office Box 2479Lodi, CA 95241-2479

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

59th percentile

6.8%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-9.8%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$288,402

Up $18,424 (+6.8%) from 2014

Net Assets

Up

$288,402

Up $18,424 (+6.8%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$112,390

Down $12,172 (-9.8%) from 2014

Expenses

Up

$93,966

Up $16,534 (+21%) from 2014

Net Income

Down

$18,424

Down $28,706 (-61%) from 2014

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

2015

Assets$288,402
Liabilities-
Net Assets$288,402

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

2015

Revenue$112,390
Expenses$93,966
Net Income$18,424
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$123,157
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.-$90,182
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
Crab Feed$20,095$20,095$10,767$9,328
Total Events$20,095$20,095$10,767$9,328
Filing and Contact Details

Filer

Filer Name
Lodi Adopt-a-child
EIN
31-1580643
Phone
2093331056
Address
POST OFFICE BOX 2479, LODI, CA 95241-2479

Signing Officer

Name
Greg Thompson
Title
Director
Phone
2093331056
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
DUNCAN & COMPANY CPA'S
Address
1820 W KETTLEMAN LANE STE A, LODI, CA 95242-4290
Preparer
David L Duncan
Phone
2093390100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Sale of assets 800 miscellaneous income 250 total 1,050

Form 990-ez, Part I, Line 16

Expenses office expenses 4,771 insurance 3,451 program expenses 66,699 dues & subscriptions 243 repairs & maintenance 1,964 storage rent 480 telephone 2,880 utilities 5,144 non-investment depreciation 8,334 total 93,966

Form 990-ez, Part II, Line 24

Inventories for sale or use 300 300 316,003 319,330 less accumulated depreciation 178,257 186,591 total 138,046 133,039

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 Appendix192 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/ExplanationTxt0SALE OF ASSETS 800 MISCELLANEOUS INCOME 250 TOTAL 1,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 4,771 INSURANCE 3,451 PROGRAM EXPENSES 66,699 DUES & SUBSCRIPTIONS 243 REPAIRS & MAINTENANCE 1,964 STORAGE RENT 480 TELEPHONE 2,880 UTILITIES 5,144 NON-INVESTMENT DEPRECIATION 8,334 TOTAL 93,966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 300 300 316,003 319,330 LESS ACCUMULATED DEPRECIATION 178,257 186,591 TOTAL 138,046 133,039
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LODI 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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ReturnHeader/ReturnTs02015-11-11T10:40:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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