Civic Intelligence

Lodi Lions Club Foundation

EIN 46-5228929 • 501(c)3 • Lodi, CA

Profile

Fundraising and general contributions used to contribute to local charities

38 Evergreen DriveLodi, CA 95242

n/A

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

59th percentile

6.7%

Higher net margin than 59% of similar nonprofits.

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

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 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$7,584

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$7,584

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

$66,597

No earlier filing loaded for comparison.

Expenses

$62,118

No earlier filing loaded for comparison.

Net Income

$4,479

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2015: $7,584Net Assets 2015: $7,5842015

Highlighted filing

2015

Assets$7,584
Liabilities-
Net Assets$7,584
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2015: $66,597Expenses 2015: $62,118Net Income 2015: $4,4792015

Highlighted filing

2015

Revenue$66,597
Expenses$62,118
Net Income$4,479
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$7,584
Liabilities
-
Net assets
$7,584
Revenue
$66,597
Expenses
$62,118
Net income
$4,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Summary only. Only limited summary data is available for this year.$7.58$7.58$66.6$62.1$4.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 17, 2016
Return Version
2014v6.0
Gross Receipts
$66,597
Mission and Program Overview

Mission

Fundraising and general contributions used to contribute to local charities

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO LOCAL CHARITIES AND SCHOOLS$26,870$35,248
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK MASSAPresident-$0--
ALAN ASHBAUGHVice President-$0--
BOB QUENZELVice President-$0--
MIKE O'CONNELLSecretary-$0--
SCOTT MEYERTreasurer-$0--
PHIL PENNINODirector-$0--
DENNIS CALTONDirector-$0--
ELLLEN ASHBAUGHDirector-$0--
RICHARD PRIMADirector-$0--
Filing and Contact Details

Filer

Filer Name
Lodi Lions Club Foundation
EIN
46-5228929
Address
38 EVERGREEN DRIVE, LODI, CA 95242

Signing Officer

Name
Scott Meyer
Title
Treasurer
Signed
2016-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Dennis D Morita CPA
Address
404 W Pine St 7, Lodi, CA 95240-2048
Preparer
Dennis D Morita CPA
Phone
2093685324
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: CHARITY | Donee's Name: LIONS CHARITIES | Donee's Address: LODI LODI, CA 95242 | Cash Amount Given: $31073”

Other Expenses.1002

“Office Expenses $167”

Other Expenses.1

“Fund raising expenses $26703”

Raw XML Appendix180 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/ExplanationTxt0Class of Activity: CHARITY | Donee's Name: LIONS CHARITIES | Donee's Address: LODI LODI, CA 95242 | Cash Amount Given: $31073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $167
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT MEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-17
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ReturnHeader/Filer/EIN0465228929
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ReturnHeader/Filer/USAddress/ZIPCd095242
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0404 W Pine St 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lodi
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum02093685324
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-17T09:36:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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