Civic Intelligence

Lodi Education Association

990 • Fiscal year 2015 • EIN 68-0026713

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 06, 2016

Organization ProfileN/A
301 S Ham Lane Suite DLodi, CA 95242

(209) 366-2460

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

51st percentile

0.01x

Higher debt load relative to revenue than 51% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Net Margin

7th percentile

-18%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

38th percentile

$6,292

Higher top officer pay than 38% of similar nonprofits.

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

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Asset Growth

14th percentile

-8.3%

Faster asset growth than 14% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

61st percentile

5.1%

Faster revenue growth than 61% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$538,202

Down $48,634 (-8.3%) from 2014

Net Assets

Down

$535,730

Down $44,839 (-7.7%) from 2014

Liabilities

Down

$2,472

Down $3,795 (-61%) from 2014

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin7th percentile

Revenue

Up

$252,079

Up $12,176 (+5.1%) from 2014

Expenses

Up

$296,918

Up $46,563 (+19%) from 2014

Net Income

Down

-$44,839

Down $34,387 (-329%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2015

Assets$538,202
Liabilities$2,472
Net Assets$535,730
Open 2015 Filing

Operations Trend

Revenue Growth61st 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

2015

Revenue$252,079
Expenses$296,918
Net Income-$44,839
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 6, 2016
Return Version
2014v6.0
Gross Receipts
$252,079
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$558,929$509,960▼ $48,969
Land, Buildings, and Equipment, Net$27,907$28,242▲ $335
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$586,836$538,202▼ $48,634
Other Assets Total-$0-
Liabilities
Other Liabilities$6,267$2,472▼ $3,795
Total Liabilities$6,267$2,472▼ $3,795
Net Assets / Fund Balance
Unrestricted Net Assets$580,569$535,730▼ $44,839
Total Net Assets Fund Balance$580,569$535,730▼ $44,839
Total Liabilities and Net Assets / Fund Balance$586,836$538,202▼ $48,634

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,878$12,877$22,755
Leasehold Improvements$9,709$1,072$10,781
Other Land Buildings$8,655$1,432$10,087
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff JohnstonPresidentFT$6,292$6,292$6,292
Michelle OrgonPresidentFT$2,400-$2,400
Lindsey OrtegelVice PresidentPT$2,400-$2,400
Lisa WilkinsVice PresidentPT$2,400$2,400$2,400

Board Members and Trustees

NameTitle
Mara MinickSecretary
Nanci JohnstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$247,709
Investment Income
$1,860
Other Revenue
$2,510
Change in Net Assets
$-44,839

Audited Revenue Reconciliation

Revenue per Audited Statements
$252,079
Total Revenue per Audited Statements
$252,079
Total Revenue per Form 990
$252,079
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$283,426
Salaries, Compensation, and Employee Benefits$13,492
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$66,371
Occupancy---$22,150
All Other Expenses---$14,361
Other Salaries and Wages---$8,692
Other Expenses---$8,340
Fees for Services Accounting---$7,975
Depreciation Depletion---$5,846
Current Officers, Directors, Trustees, and Key Employees---$4,800
Office Expenses---$4,619
Interest---$200
Total Functional Expenses$0$0$0$296,918

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$296,918
Total Expenses per Audited Statements$296,918
Total Expenses per Form 990$296,918
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$2,472
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

Filer Name
Lodi Education Association
EIN
68-0026713
Phone
2093662460
Address
301 S Ham Lane Suite D, Lodi, CA 95242

Signing Officer

Name
Michelle Orgon
Title
President
Signed
2016-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Orgon
Formed
1966
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Gary L Woehl CPA
Address
3439 Brookside Road Suite 201, Stockton, CA 95219
Preparer
Gary L Woehl CPA
Phone
2099519999
Raw XML Appendix374 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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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01072
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt010781
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08655
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01432
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010087
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02472
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card Payable
IRS990ScheduleD/RevenueSubtotalAmt0252079
IRS990ScheduleD/TotalBookValueLandBuildingsAmt028242
IRS990ScheduleD/TotalExpensesPerForm990Amt0296918
IRS990ScheduleD/TotalLiabilityAmt02472
IRS990ScheduleD/TotalRevenuePerForm990Amt0252079
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0252079
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0296918
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt06292
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt12400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Jeff Johnston
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Lisa Wilkins
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Vice President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt06292
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt12400
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
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/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0586836
IRS990/TotalAssetsEOYAmt0538202
IRS990/TotalAssetsGrp/BOYAmt0586836
IRS990/TotalAssetsGrp/EOYAmt0538202
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0296918
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06267
IRS990/TotalLiabilitiesEOYAmt02472
IRS990/TotalLiabilitiesGrp/BOYAmt06267
IRS990/TotalLiabilitiesGrp/EOYAmt02472
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0580569
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0535730
IRS990/TotalProgramServiceRevenueAmt0247709
IRS990/TotalReportableCompFromOrgAmt013492
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0252079
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0252079
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0586836
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0538202
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0580569
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0535730
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02033 Oxford Way
IRS990/USAddress/CityNm0Lodi
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095242
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle Orgon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lodi Education Association
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0680026713
ReturnHeader/Filer/PhoneNum02093662460
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 S Ham Lane Suite D
ReturnHeader/Filer/USAddress/CityNm0Lodi
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gary L Woehl CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03439 Brookside Road Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099519999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary L Woehl CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-07-12T12:16:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$538,202
Liabilities
$2,472
Net assets
$535,730
Revenue
$252,079
Expenses
$296,918
Net income
-$44,839
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