Civic Intelligence

Lodi Educational Endowment Fund

990 • Fiscal year 2017 • EIN 68-0274279

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileLEEFALEGACY.ORG
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

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

63%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,461,273

Up $205,661 (+16%) from 2016

Net Assets

Up

$1,461,273

Up $205,661 (+16%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin94th percentile

Revenue

Up

$114,085

Up $44,199 (+63%) from 2016

Expenses

Up

$44,501

Up $2,464 (+5.9%) from 2016

Net Income

Up

$69,584

Up $41,735 (+150%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2017

Assets$1,461,273
Liabilities$0
Net Assets$1,461,273
Open 2017 Filing

Operations Trend

Revenue Growth89th 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

2017

Revenue$114,085
Expenses$44,501
Net Income$69,584
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$245,685
Mission and Program Overview

Mission

To provide scholarships to students and to support christian schoools.

To provide scholarships to students and to support christian schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,255,612$1,461,273▲ $205,661
Investments in Publicly Traded Securities$1,169,614$1,365,396▲ $195,782
Cash and Non-Interest-Bearing Accounts$29,823$45,820▲ $15,997
Savings and Temporary Cash Investments$47,115$40,997▼ $6,118
Investments Program Related$9,060$9,060→ $0
Total Assets$1,255,612$1,461,273▲ $205,661
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,255,612$1,461,273▲ $205,661
Total Liabilities and Net Assets / Fund Balance$1,255,612$1,461,273▲ $205,661
Compensation and Service Providers
Top Officer Pay35th percentile

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
$46,496
Program Service Revenue
$0
Investment Income
$67,589
Other Revenue
$0
All Other Contributions
$46,496
Change in Net Assets
$69,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,500
Other Expenses$4,001
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,500--$40,500
Fees for Services Accounting-$1,730-$1,730
Insurance-$1,080-$1,080
Other Expenses-$1,078-$1,078
Office Expenses-$113-$113
Total Functional Expenses$40,500$4,001$0$44,501
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lodi AcademyLodi, CA--$24,000
Lodi Sda Elemintary SchoolLodi, CA--$16,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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-board discossions line 12c board discussionsand discussions line 19-upon request”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 12C

“Board review and discussions”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

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

Signing Officer

Name
Walter Scheffer
Title
Treasurer
Phone
2093696727
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Walter Scheffer
Formed
2008
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Wardell & Rall Accountancy Corporation
Address
3031 W MARCH LANE 320 E, STOCKTON, CA 95219-2338
Preparer
Daryl G Verkerk CPA
Phone
2099525392
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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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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040500
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114085
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01255612
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01461273
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER SCHEFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02093696727
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI EDUCATIONAL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0680274279
ReturnHeader/Filer/PhoneNum02093696727
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 272
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:45:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202335225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARDELL & RALL ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03031 W MARCH LANE 320 E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0952192338
ReturnHeader/PreparerPersonGrp/PhoneNum02099525392
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARYL G VERKERK CPA
ReturnHeader/ReturnTs02018-11-15T13:45:10-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,461,273
Liabilities
$0
Net assets
$1,461,273
Revenue
$114,085
Expenses
$44,501
Net income
$69,584
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
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.11$0.04$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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