Civic Intelligence

Lodi Historical Society Inc.

EIN 68-0182336 • 501(c)3 • Lodi, CA

Pub. 78 Eligible990-N Coverage

Profile

Preserve,protect,maintain lodi history

PO Box 264Lodi, CA 95241-0264

www.lodicahistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

84th percentile

42%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-26%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$321,249

Up $95,021 (+42%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$321,249

Up $95,021 (+42%) from 2023

Revenue

Down

$135,436

Down $48,140 (-26%) from 2023

Expenses

Up

$40,215

Up $25,506 (+173%) from 2023

Net Income

Down

$95,221

Down $73,646 (-44%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2023: $226,228Liabilities 2023: $0Net Assets 2023: $226,2282023Assets 2024: $321,249Liabilities 2024: $0Net Assets 2024: $321,2492024

Highlighted filing

2024

Assets$321,249
Liabilities$0
Net Assets$321,249

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2023: $183,576Expenses 2023: $14,709Net Income 2023: $168,8672023Revenue 2024: $135,436Expenses 2024: $40,215Net Income 2024: $95,2212024

Highlighted filing

2024

Revenue$135,436
Expenses$40,215
Net Income$95,221

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$135,481
Mission and Program Overview

Mission

Preserve,protect,maintain lodi history

Program Services

DescriptionGrantsExpenses
NO GRANTS ONLY DONATIONS-$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY JANE EASTPresidentPT$0--
MARTHA LINDVice PresidentPT$0--
SUSANNE BENBROOKRecording Secretary-$0--
MARGARET FOLEYTreasurer-$0--
JANICE ROTHMembershipcurator-$0--
JUDITH HALSTEADPublicity-$0--
ALANE DASHNEREditor-Webmaster-$0--
ELIOTT ADMASBoard Of Directors-$0--
LYNN BENBROOKBoard Of Directors-$0--
GAEL TROUGHTONBoard Of Directors-$0--
Filing and Contact Details

Filer

Filer Name
Lodi Historical Society Inc
EIN
68-0182336
In Care Of
% MARGARET FOLEY
Phone
2093298194
Address
PO BOX 264, LODI, CA 95241-0264

Signing Officer

Name
Margaret Foley
Title
Treasuer
Phone
2093298194
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Cindis Bookkeeping & Tax Service
Address
PO BOX 577, WOODBRIDGE, CA 95258
Preparer
Cindi Foreman
Phone
2093342024
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountBUSINESS ADVERTISING INCOME 350ROYALTY INCOME 82

Description of other expenses Part I line 16

Description AmountBANK FEES (16)POST BOX RENT 170SUPPLIES 91TELEPHONE 100INSURANCE 2,055STORAGE UNIT RENT 1,625WEBSITE 318BUSINESS REGISTRATION FEES 125

Raw XML Appendix207 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIPCURATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PUBLICITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EDITOR-WEBMASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD OF DIRECTORS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04468
IRS990EZ/OtherRevenueTotalAmt0432
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IRS990EZ/PrintingPublicationsPostageAmt02744
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBUSINESS ADVERTISING INCOME 350ROYALTY INCOME 82
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0680182336
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ReturnHeader/ReturnTs02025-05-13T15:19:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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