Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
61st percentile
Higher net margin than 61% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
48th percentile
Faster asset growth than 48% of similar nonprofits.
Revenue Growth
57th percentile
Faster revenue growth than 57% of similar nonprofits.
Balance Sheet
Assets
Up$270,604
Up $6,539 (+2.5%) from 2019
Net Assets
Up$270,604
Up $6,539 (+2.5%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$52,364
Down $3,852 (-6.9%) from 2019
Expenses
Down$45,825
Down $4,919 (-9.7%) from 2019
Net Income
Up$6,539
Up $1,067 (+19%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Nov 6, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $52,364
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
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | $42,547 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| STACEY PEHL | President | - | $0 | - | - |
| CRAIG TROXCLAIR | President | - | $0 | - | - |
| ANDREA VIOLETT | Secretary | - | $0 | - | - |
| JEHNA STEINWERT | Treasurer | - | $0 | - | - |
| FRANK EDWARDS | Director | - | $0 | - | - |
| YVONNE JOHNSTAD | Director | - | $0 | - | - |
| TED LEHR | Director | - | $0 | - | - |
| MARY LUNA | Director | - | $0 | - | - |
| SANDY PRESZLER | Director | - | $0 | - | - |
| LIZ TROXCLAIR | Director | - | $0 | - | - |
| JOHN BURGESON | Director | - | $0 | - | - |
| JOHN ANAGNOS | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Lodi Adopt-a-child
- EIN
- 31-1580643
- Phone
- 2093274018
- Address
- POST OFFICE BOX 2479, LODI, CA 95241-2479
Signing Officer
- Name
- Jehna Steinwert
- Title
- Treasurer
- Phone
- 2093331056
- Signed
- 2020-11-06
- 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 16
“Expenses advertising 316 office expenses 445 insurance 4,415 dues & subscriptions 269 program expenses 27,897 repairs & maintenance 2,072 taxes 25 telephone 908 utilities 2,589 non-investment depreciation 5,842 total 44,778”
Form 990-ez, Part II, Line 24
“Inventories for sale or use 300 300 319,329 319,329 less accumulated depreciation 213,712 219,554 total 105,917 100,075”
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 Appendix184 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2093274018 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5246 ANNADALE DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | STOCKTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95219 |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 169529 |
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| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1047 |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 270604 |
| IRS990EZ/GrossReceiptsAmt | 0 | 52364 |
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| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1554 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 1000 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 1000 |
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| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | FRANK EDWARDS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | YVONNE JOHNSTAD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | TED LEHR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MARY LUNA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | SANDY PRESZLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | LIZ TROXCLAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | JOHN BURGESON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | JOHN ANAGNOS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 105917 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 100075 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 44778 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 42547 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 45825 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 42547 |
| IRS990EZ/TotalRevenueAmt | 0 | 52364 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | 65,538 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART II, LINE 10 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 50810 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 55123 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 46926 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 40225 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 84295 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 277379 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 3814 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 29278 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 35360 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 900 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 65538 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.80890 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.79320 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 277379 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 50810 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 55123 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 46926 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 40225 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 84295 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 277379 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 342917 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING 316 OFFICE EXPENSES 445 INSURANCE 4,415 DUES & SUBSCRIPTIONS 269 PROGRAM EXPENSES 27,897 REPAIRS & MAINTENANCE 2,072 TAXES 25 TELEPHONE 908 UTILITIES 2,589 NON-INVESTMENT DEPRECIATION 5,842 TOTAL 44,778 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | INVENTORIES FOR SALE OR USE 300 300 319,329 319,329 LESS ACCUMULATED DEPRECIATION 213,712 219,554 TOTAL 105,917 100,075 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2021-04-22 16:20:28Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JEHNA STEINWERT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2093331056 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-11-06 |
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| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LODI |
| ReturnHeader/Filer/EIN | 0 | 311580643 |
| ReturnHeader/Filer/PhoneNum | 0 | 2093274018 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | POST OFFICE BOX 2479 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LODI |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 952412479 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | C11AA7D996F7BA6B93ED4270F7A4112F76A91B47 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | C11AA7D996F7BA6B93ED4270F7A4112F76A91B47 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 75.151.71.141 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-11-16 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 13:16:32 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 830357827 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DUNCAN & COMPANY CPA'S |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1820 W KETTLEMAN LANE STE A |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LODI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 952424290 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2093390100 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-11-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID L DUNCAN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2020-11-16T13:16:32-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
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.
- Assets
- $270,604
- Liabilities
- -
- Net assets
- $270,604
- Revenue
- $52,364
- Expenses
- $45,825
- Net income
- $6,539