Civic Intelligence

Lodi Education Association

990 • Fiscal year 2022 • EIN 68-0026713

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 17, 2023

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

(209) 366-2460

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Net Margin

35th percentile

-0.2%

Higher net margin than 35% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$3,095

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Asset Growth

43rd percentile

-0.1%

Faster asset growth than 43% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

30th percentile

-3.7%

Faster revenue growth than 30% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$523,589

Down $466 (-0.1%) from 2021

Net Assets

Down

$523,589

Down $466 (-0.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin35th percentile

Revenue

Down

$249,876

Down $9,629 (-3.7%) from 2021

Expenses

Up

$250,342

Up $33,406 (+15%) from 2021

Net Income

Down

-$466

Down $43,035 (-101%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2022

Assets$523,589
Liabilities$0
Net Assets$523,589
Open 2022 Filing

Operations Trend

Revenue Growth30th 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

2022

Revenue$249,876
Expenses$250,342
Net Income-$466
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 17, 2023
Return Version
2021v4.2
Gross Receipts
$249,876
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$520,759$521,419▲ $660
Land, Buildings, and Equipment, Net$3,296$2,170▼ $1,126
Total Assets$524,055$523,589▼ $466
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$524,055$523,589▼ $466
Total Net Assets Fund Balance$524,055$523,589▼ $466
Total Liabilities and Net Assets / Fund Balance$524,055$523,589▼ $466

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$24,124$24,124
Buildings$2,156$8,625$10,781
Other Land Buildings$14$10,341$10,355
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michelle OrgonVice PresidentPT$3,095$3,095
Denise WoodsTreasurerPT$2,400$2,400
Mara MinickSecretaryPT$2,400$2,400
Lisa WilkinsPresidentFT$1,900$1,900
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$247,968
Investment Income
$389
Other Revenue
$1,519
Change in Net Assets
$-466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$238,700
Salaries, Compensation, and Employee Benefits$11,642
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$23,100
All Other Expenses---$11,525
Current Officers, Directors, Trustees, and Key Employees---$9,795
Fees for Services Accounting---$9,000
Office Expenses---$4,050
Other Expenses---$3,667
Other Salaries and Wages---$1,336
Depreciation Depletion---$1,126
Other Employee Benefits---$415
Payroll Taxes---$96
Interest---$30
Total Functional Expenses$0$0$0$250,342
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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, Section A, Line 6

“The members are teachers in the lodi unified school district.”

Form 990, Part VI, Section A, Line 7A

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

Form 990, Part VI, Section A, Line 7B

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

Form 990, Part VI, Section B, Line 11B

“The review of the form 990 was performed and approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“No other 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 STE D, LODI, CA 95242

Signing Officer

Name
Lisa Wilkins
Title
President
Phone
2093662460
Signed
2023-07-17

Organization Details

Principal Officer
Lisa Wilkins
Formed
1966
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
David E Vaughn CPA
Address
4540 GNEKOW DR, STOCKTON, CA 95212
Preparer
David E Vaughn
Phone
2099578806
Raw XML Appendix289 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 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 OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA WILKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02093662460
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0680026713
ReturnHeader/Filer/PhoneNum02093662460
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 S HAM LANE STE D
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID E VAUGHN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04540 GNEKOW DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095212
ReturnHeader/PreparerPersonGrp/PhoneNum02099578806
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID E VAUGHN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-17T14:28:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILKINS
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$523,589
Liabilities
$0
Net assets
$523,589
Revenue
$249,876
Expenses
$250,342
Net income
-$466
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
Peer Organizations

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