Civic Intelligence

Lodi Seventh-Day Adventist Educational Endowment Foundation

990 • Fiscal year 2016 • EIN 68-0274279

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 03, 2017

Organization ProfileN/A
PO Box 272Lodi, CA 95241

(209) 369-6727

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

40%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

57th percentile

3.1%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,255,612

Up $38,320 (+3.1%) from 2015

Net Assets

Up

$1,255,612

Up $38,320 (+3.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin90th percentile

Revenue

Down

$69,886

Down $23,735 (-25%) from 2015

Expenses

Up

$42,037

Up $2,647 (+6.7%) from 2015

Net Income

Down

$27,849

Down $26,382 (-49%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $1,297,654Liabilities 2014: $0Net Assets 2014: $1,297,6542014Assets 2015: $1,217,292Liabilities 2015: $0Net Assets 2015: $1,217,2922015Assets 2016: $1,255,612Liabilities 2016: $0Net Assets 2016: $1,255,6122016Assets 2017: $1,461,273Liabilities 2017: $0Net Assets 2017: $1,461,2732017Assets 2018: $1,339,070Liabilities 2018: $0Net Assets 2018: $1,339,0702018Assets 2019: $2,674,047Liabilities 2019: $0Net Assets 2019: $2,674,0472019Assets 2020: $3,026,054Liabilities 2020: $0Net Assets 2020: $3,026,0542020Assets 2021: $3,364,027Liabilities 2021: $0Net Assets 2021: $3,364,0272021Assets 2022: $2,671,585Liabilities 2022: $0Net Assets 2022: $2,671,5852022Assets 2023: $3,048,616Liabilities 2023: $0Net Assets 2023: $3,048,6162023Assets 2024: $3,298,089Liabilities 2024: $0Net Assets 2024: $3,298,0892024

Highlighted filing

2016

Assets$1,255,612
Liabilities$0
Net Assets$1,255,612
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.5M$1.0M$500K$0Revenue 2014: $79,519Expenses 2014: $28,884Net Income 2014: $50,6352014Revenue 2015: $93,621Expenses 2015: $39,390Net Income 2015: $54,2312015Revenue 2016: $69,886Expenses 2016: $42,037Net Income 2016: $27,8492016Revenue 2017: $114,085Expenses 2017: $44,501Net Income 2017: $69,5842017Revenue 2018: $108,002Expenses 2018: $49,449Net Income 2018: $58,5532018Revenue 2019: $1,128,981Expenses 2019: $51,621Net Income 2019: $1,077,3602019Revenue 2020: $131,723Expenses 2020: $46,742Net Income 2020: $84,9812020Revenue 2021: $385,347Expenses 2021: $47,374Net Income 2021: $337,9732021Revenue 2022: $123,679Expenses 2022: $97,652Net Income 2022: $26,0272022Revenue 2023: $97,103Expenses 2023: $59,263Net Income 2023: $37,8402023Revenue 2024: $160,922Expenses 2024: $90,330Net Income 2024: $70,5922024

Highlighted filing

2016

Revenue$69,886
Expenses$42,037
Net Income$27,849
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 3, 2017
Return Version
2016v3.0
Gross Receipts
$232,352
Mission and Program Overview

Mission

To provide scholarships to students and to support christian schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,217,292$1,255,612▲ $38,320
Investments in Publicly Traded Securities$1,140,931$1,169,614▲ $28,683
Savings and Temporary Cash Investments$60,388$47,114▼ $13,274
Cash and Non-Interest-Bearing Accounts$6,912$29,824▲ $22,912
Investments Program Related$9,060$9,060→ $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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,217,292$1,255,612▲ $38,320
Other Assets Total$1$0▼ $1
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,217,292$1,255,612▲ $38,320
Total Liabilities and Net Assets / Fund Balance$1,217,292$1,255,612▲ $38,320
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
John MccanPresident
Ann ChenDirector
Camy BakerDirector
Frank KoogerDirector
Jack GillilandDirector
John SilvestriDirector
Paula LindDirector
Woody RossDirector
Janice Kelly-effenbergSecretary
Walter SchefferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,949
Program Service Revenue
$0
Investment Income
$49,937
Other Revenue
$0
All Other Contributions
$19,949
Change in Net Assets
$27,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$38,917
Other Expenses$3,120
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$38,917--$38,917
Fees for Services Accounting-$1,775-$1,775
Insurance$990--$990
Office Expenses$345--$345
Other Expenses-$10-$10
Total Functional Expenses$40,252$1,785$0$42,037
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lodi AcademyLodi, CA--$24,917
Lodi Sda Elemintary Schoollodi, CA--$14,000
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“BOARD DISCUSSIONS”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board review and discussions”

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

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Lodi Educational Endowment Foundation
EIN
68-0274279
Phone
2093696727
Address
PO BOX 272, LODI, CA 95241

Signing Officer

Name
Walter Scheffer
Title
Treasurer
Signed
2017-10-03
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0

Preparer

Firm
Daryl G Verkerk CPA
Address
1812 Kettleman Lane Ste 4, LODI, CA 95242
Preparer
Daryl G Verkerk CPA
Phone
2093693678
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IRS990ScheduleI/RecipientTable/CashGrantAmt114000
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,255,612
Liabilities
$0
Net assets
$1,255,612
Revenue
$69,886
Expenses
$42,037
Net income
$27,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.00$3.30$0.16$0.09$0.07
2023Summary only. Only limited summary data is available for this year.$3.05$0.00$3.05$0.10$0.06$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.00$2.67$0.12$0.10$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.39$0.05$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.13$0.05$0.08
2019Summary only. Only limited summary data is available for this year.$2.67$0.00$2.67$1.13$0.05$1.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.11$0.05$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.11$0.04$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07$0.04$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.09$0.04$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.08$0.03$0.05