Civic Intelligence

Lodi Education Association

990 • Fiscal year 2014 • EIN 68-0026713

Sep 01, 2013 to Aug 31, 2014 • Filed on Jul 12, 2015

Organization ProfileN/A
301 S Ham Lane Suite D95242

(209) 366-2460

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.01x

Higher debt load relative to assets than 53% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.03x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Net Margin

21st percentile

-4.4%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$5,917

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Asset Growth

30th percentile

-1.9%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-0.7%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$586,836

Down $11,485 (-1.9%) from 2013

Net Assets

Down

$580,569

Down $10,452 (-1.8%) from 2013

Liabilities

Down

$6,267

Down $1,033 (-14%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin21st percentile

Revenue

$239,903

No earlier filing loaded for comparison.

Expenses

Up

$250,355

Up $22,611 (+9.9%) from 2013

Net Income

-$10,452

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$600K$400K$200K$0Assets 2011: $547,445Liabilities 2011: $0Net Assets 2011: $547,4452011Assets 2012: $574,685Liabilities 2012: $0Net Assets 2012: $574,6852012Assets 2013: $598,321Liabilities 2013: $7,300Net Assets 2013: $591,0212013Assets 2014: $586,836Liabilities 2014: $6,267Net Assets 2014: $580,5692014Assets 2015: $538,202Liabilities 2015: $2,472Net Assets 2015: $535,7302015Assets 2016: $499,485Liabilities 2016: $2,829Net Assets 2016: $496,6562016Assets 2017: $507,109Liabilities 2017: $4,298Net Assets 2017: $502,8112017Assets 2018: $485,953Liabilities 2018: $3,945Net Assets 2018: $482,0082018Assets 2019: $475,204Liabilities 2019: $4,718Net Assets 2019: $470,4862019Assets 2020: $481,486Liabilities 2020: $0Net Assets 2020: $481,4862020Assets 2021: $524,055Liabilities 2021: $0Net Assets 2021: $524,0552021Assets 2022: $523,589Liabilities 2022: $0Net Assets 2022: $523,5892022Assets 2023: $567,562Liabilities 2023: $2,528Net Assets 2023: $565,0342023Assets 2024: $564,533Liabilities 2024: $147Net Assets 2024: $564,3862024Assets 2025: $587,501Liabilities 2025: $2,225Net Assets 2025: $585,2762025

Highlighted filing

2014

Assets$586,836
Liabilities$6,267
Net Assets$580,569
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $319,870Expenses 2011: $226,182Net Income 2011: $93,6882011Revenue 2012: $243,449Expenses 2012: $216,209Net Income 2012: $27,2402012Expenses 2013: $227,7442013Revenue 2014: $239,903Expenses 2014: $250,355Net Income 2014: -$10,4522014Revenue 2015: $252,079Expenses 2015: $296,918Net Income 2015: -$44,8392015Revenue 2016: $246,580Expenses 2016: $285,654Net Income 2016: -$39,0742016Revenue 2017: $276,392Expenses 2017: $270,237Net Income 2017: $6,1552017Revenue 2018: $264,757Expenses 2018: $285,560Net Income 2018: -$20,8032018Revenue 2019: $274,070Expenses 2019: $285,592Net Income 2019: -$11,5222019Revenue 2020: $264,593Expenses 2020: $253,593Net Income 2020: $11,0002020Revenue 2021: $259,505Expenses 2021: $216,936Net Income 2021: $42,5692021Revenue 2022: $249,876Expenses 2022: $250,342Net Income 2022: -$4662022Revenue 2023: $243,792Expenses 2023: $202,347Net Income 2023: $41,4452023Revenue 2024: $254,554Expenses 2024: $255,202Net Income 2024: -$6482024Revenue 2025: $261,662Expenses 2025: $240,772Net Income 2025: $20,8902025

Highlighted filing

2014

Revenue$239,903
Expenses$250,355
Net Income-$10,452
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 12, 2015
Return Version
2013v4.0
Gross Receipts
$239,903
Mission and Program Overview

Mission

Teacher's labor bargaining association; negotiates teacher's contracts and benefits, and provides educational structure and workshops for training of teachers.

Teacher's labor bargaining association, negotiates teachers contracts and benefits, and provides educational structure and workshops for training of teachers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$581,461$558,929▼ $22,532
Land, Buildings, and Equipment, Net$16,860$27,907▲ $11,047
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$598,321$586,836▼ $11,485
Other Assets Total-$0-
Liabilities
Other Liabilities$7,300$6,267▼ $1,033
Total Liabilities$7,300$6,267▼ $1,033
Net Assets / Fund Balance
Unrestricted Net Assets$591,021$580,569▼ $10,452
Total Net Assets Fund Balance$591,021$580,569▼ $10,452
Total Liabilities and Net Assets / Fund Balance$598,321$586,836▼ $11,485

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,261$9,494$22,755
Other Land Buildings$9,706-$9,706
Leasehold Improvements$4,940$41$4,981
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeff JohnstonPresidentFT$5,917$5,917
Michelle OrgonTreasurerPT$2,400$2,400
Lindsey OrtegelSecretaryPT$2,400$2,400
Sue KenmotsuVice PresidentPT$2,400$2,400
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$236,025
Investment Income
$1,783
Other Revenue
$2,095
Change in Net Assets
$-10,452

Audited Revenue Reconciliation

Revenue per Audited Statements
$239,903
Total Revenue per Audited Statements
$239,903
Total Revenue per Form 990
$239,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,238
Salaries, Compensation, and Employee Benefits$13,117
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$50,381
Occupancy---$17,555
All Other Expenses---$16,760
Current Officers, Directors, Trustees, and Key Employees---$13,117
Fees for Services Accounting---$8,110
Other Expenses---$6,695
Depreciation Depletion---$3,640
Total Functional Expenses$0$0$0$250,355

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$250,355
Total Expenses per Audited Statements$250,355
Total Expenses per Form 990$250,355
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$6,267
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The members are teachers in the Lodi Unified School District.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The association will have voting days on pertinent policies and each teacher has voting rights.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The members vote on all pertinent policies and union negotiations.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The review of the Form 990 was performed and approved by the Board of Directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
68-0026713
Phone
2093662460

Signing Officer

Name
Jeff Johnston
Title
President
Signed
2015-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Johnston
Formed
1966
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Preparer
Gary L Woehl CPA
Phone
2099519999
Raw XML Appendix343 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Teacher's labor bargaining association, negotiates teachers contracts and benefits, and provides educational structure and workshops for training of teachers.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt016760
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0LEA Treasurer
IRS990/BooksInCareOfDetail/PhoneNum02093662460
IRS990/BooksInCareOfDetail/USAddress/AddressLine10301 S Ham Lane Suite D
IRS990/BooksInCareOfDetail/USAddress/City0Lodi
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode095242
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt013117
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt050381
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01783
IRS990/CYOtherExpensesAmt0237238
IRS990/CYOtherRevenueAmt02095
IRS990/CYProgramServiceRevenueAmt0236025
IRS990/CYRevenuesLessExpensesAmt0-10452
IRS990/CYSalariesCompEmpBnftPaidAmt013117
IRS990/CYTotalExpensesAmt0250355
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0239903
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt03640
IRS990/Desc0The specific purpose of this organization is to provide structure for staffing and promote and improve the welfare and working conditions of the members. The local teacher organization represents, coordinates, and informs individual teachers about educational matters of local, state, and national importance. The programs and activities of Lodi Education Association provide training and information on educational matters to its individual members.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt08110
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt315.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Jeff Johnston
IRS990/Form990PartVIISectionAGrp/PersonNm1Sue Kenmotsu
IRS990/Form990PartVIISectionAGrp/PersonNm2Lindsey Ortegel
IRS990/Form990PartVIISectionAGrp/PersonNm3Michelle Orgon
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05917
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0239903
IRS990/GroupExemptionNum04003
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01783
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01783
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09535
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016860
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027907
IRS990/LandBldgEquipCostOrOtherBssAmt037442
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Teacher's labor bargaining association, negotiates teachers contracts and benefits, and provides educational structure and workshops for training of teachers.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0591021
IRS990/NetAssetsOrFundBalancesEOYAmt0580569
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt017555
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0President's Release Time
IRS990/OtherExpensesGrp/Desc1Board and Bargaining Expenses
IRS990/OtherExpensesGrp/Desc2PAC Contributions
IRS990/OtherExpensesGrp/Desc3Scholarship Expenses
IRS990/OtherExpensesGrp/TotalAmt0102585
IRS990/OtherExpensesGrp/TotalAmt123574
IRS990/OtherExpensesGrp/TotalAmt27938
IRS990/OtherExpensesGrp/TotalAmt36695
IRS990/OtherLiabilitiesGrp/BOYAmt07300
IRS990/OtherLiabilitiesGrp/EOYAmt06267
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Refunds
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02095
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02095
IRS990/OtherRevenueTotalAmt02095
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jeff Johnston
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0236025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0236025
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02377
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0217568
IRS990/PYOtherRevenueAmt010424
IRS990/PYProgramServiceRevenueAmt0231279
IRS990/PYRevenuesLessExpensesAmt016336
IRS990/PYSalariesCompEmpBnftPaidAmt010176
IRS990/PYTotalExpensesAmt0227744
IRS990/PYTotalRevenueAmt0244080
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-10452
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0581461
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0558929
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt013261
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09494
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022755
IRS990ScheduleD/ExpensesSubtotalAmt0250355
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04940
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt041
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04981
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09706
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09706
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06267
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card Payable
IRS990ScheduleD/RevenueSubtotalAmt0239903
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027907
IRS990ScheduleD/TotalExpensesPerForm990Amt0250355
IRS990ScheduleD/TotalLiabilityAmt06267
IRS990ScheduleD/TotalRevenuePerForm990Amt0239903
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0239903
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0250355
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The members are teachers in the Lodi Unified School District.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The association will have voting days on pertinent policies and each teacher has voting rights.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The members vote on all pertinent policies and union negotiations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The review of the Form 990 was performed and approved by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0598321
IRS990/TotalAssetsEOYAmt0586836
IRS990/TotalAssetsGrp/BOYAmt0598321
IRS990/TotalAssetsGrp/EOYAmt0586836
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0250355
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07300
IRS990/TotalLiabilitiesEOYAmt06267
IRS990/TotalLiabilitiesGrp/BOYAmt07300
IRS990/TotalLiabilitiesGrp/EOYAmt06267
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0591021
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0580569
IRS990/TotalProgramServiceRevenueAmt0236025
IRS990/TotalReportableCompFromOrgAmt013117
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0239903
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0239903
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0598321
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0586836
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0591021
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0580569
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10516 Hummingbird Lane
IRS990/USAddress/City0Lodi
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode095240
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Johnston
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10Lodi Education Association
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0680026713
ReturnHeader/Filer/PhoneNum02093662460
ReturnHeader/Filer/USAddress/AddressLine10301 S Ham Lane Suite D
ReturnHeader/Filer/USAddress/City0Lodi
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Gary L Woehl CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103439 Brookside Road Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099519999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary L Woehl CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-14T12:08:23-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$586,836
Liabilities
$6,267
Net assets
$580,569
Revenue
$239,903
Expenses
$250,355
Net income
-$10,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.88$0.02$5.85$2.62$2.41$0.21
2024Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.64$2.55$2.55$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.68$0.03$5.65$2.44$2.02$0.41
2022Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$2.50$2.50$0.00
2021Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$2.60$2.17$0.43
2020Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$2.65$2.54$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.75$0.05$4.70$2.74$2.86$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.86$0.04$4.82$2.65$2.86$0.21
2017Detailed filing. Detailed filing data is available for this year.$5.07$0.04$5.03$2.76$2.70$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.99$0.03$4.97$2.47$2.86$0.39
2015Detailed filing. Detailed filing data is available for this year.$5.38$0.02$5.36$2.52$2.97$0.45
2014Detailed filing. Detailed filing data is available for this year.$5.87$0.06$5.81$2.40$2.50$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.98$0.07$5.91$2.28
2012Summary only. Only limited summary data is available for this year.$5.75$0.00$5.75$2.43$2.16$0.27
2011Summary only. Only limited summary data is available for this year.$5.47$0.00$5.47$3.20$2.26$0.94