Civic Intelligence

Lodi Education Association

990 • Fiscal year 2017 • EIN 68-0026713

Sep 01, 2016 to Aug 31, 2017 • Filed on Apr 30, 2018

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

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.02x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Net Margin

40th percentile

2.2%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

41st percentile

$6,314

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Asset Growth

39th percentile

1.5%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

12%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$507,109

Up $7,624 (+1.5%) from 2016

Net Assets

Up

$502,811

Up $6,155 (+1.2%) from 2016

Liabilities

Up

$4,298

Up $1,469 (+52%) from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin40th percentile

Revenue

Up

$276,392

Up $29,812 (+12%) from 2016

Expenses

Down

$270,237

Down $15,417 (-5.4%) from 2016

Net Income

Up

$6,155

Up $45,229 (+116%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2017

Assets$507,109
Liabilities$4,298
Net Assets$502,811
Open 2017 Filing

Operations Trend

Revenue Growth80th 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

2017

Revenue$276,392
Expenses$270,237
Net Income$6,155
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Apr 30, 2018
Return Version
2016v3.0
Gross Receipts
$276,392
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$475,668$489,507▲ $13,839
Land, Buildings, and Equipment, Net$23,817$17,602▼ $6,215
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$499,485$507,109▲ $7,624
Other Assets Total-$0-
Liabilities
Other Liabilities$2,829$4,298▲ $1,469
Total Liabilities$2,829$4,298▲ $1,469
Net Assets / Fund Balance
Unrestricted Net Assets$496,656$502,811▲ $6,155
Total Net Assets Fund Balance$496,656$502,811▲ $6,155
Total Liabilities and Net Assets / Fund Balance$499,485$507,109▲ $7,624

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,077$20,047$24,124
Leasehold Improvements$7,551$3,230$10,781
Other Land Buildings$5,974$4,381$10,355
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michelle OrgonPresidentFT$6,314$6,314
Lindsey OrtegelVice PresidentPT$2,400$2,400
Mara MinickSecretaryPT$2,400$2,400
Denise WoodsTreasurerPT$1,800$1,800
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$268,974
Investment Income
$1,235
Other Revenue
$6,183
Change in Net Assets
$6,155

Audited Revenue Reconciliation

Revenue per Audited Statements
$276,392
Total Revenue per Audited Statements
$276,392
Total Revenue per Form 990
$276,392
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$257,323
Salaries, Compensation, and Employee Benefits$12,914
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$49,324
Occupancy---$21,000
All Other Expenses---$13,902
Current Officers, Directors, Trustees, and Key Employees---$12,914
Fees for Services Accounting---$8,050
Other Expenses---$7,000
Depreciation Depletion---$6,215
Office Expenses---$2,490
Total Functional Expenses$0$0$0$270,237

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$270,237
Total Expenses per Audited Statements$270,237
Total Expenses per Form 990$270,237
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$4,298
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 privileges and 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
2018-04-30
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 Appendix344 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/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 privileges and 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/TotalAssetsBOYAmt0499485
IRS990/TotalAssetsEOYAmt0507109
IRS990/TotalAssetsGrp/BOYAmt0499485
IRS990/TotalAssetsGrp/EOYAmt0507109
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0270237
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02829
IRS990/TotalLiabilitiesEOYAmt04298
IRS990/TotalLiabilitiesGrp/BOYAmt02829
IRS990/TotalLiabilitiesGrp/EOYAmt04298
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0496656
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0502811
IRS990/TotalProgramServiceRevenueAmt0268974
IRS990/TotalReportableCompFromOrgAmt012914
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0276392
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0276392
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0499485
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0507109
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0496656
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0502811
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle Orgon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
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/ReturnTs02018-05-03T15:35:41-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$507,109
Liabilities
$4,298
Net assets
$502,811
Revenue
$276,392
Expenses
$270,237
Net income
$6,155
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