Civic Intelligence

Lodi Educational Endowment Fund

990 • Fiscal year 2019 • EIN 68-0274279

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

95%

Higher net margin than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

95th percentile

100%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

945%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Flat

$2,674,047

Flat from 2019

Net Assets

Flat

$2,674,047

Flat from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin99th percentile

Revenue

Flat

$1,128,981

Flat from 2019

Expenses

Flat

$51,621

Flat from 2019

Net Income

Flat

$1,077,360

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th 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 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

2019

Assets$2,674,047
Liabilities$0
Net Assets$2,674,047
Open 2019 Filing

Operations Trend

Revenue Growth99th 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 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

2019

Revenue$1,128,981
Expenses$51,621
Net Income$1,077,360
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$1,128,981
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$1,339,070$2,674,047▲ $1,334,977
Investments in Publicly Traded Securities$1,279,668$2,539,484▲ $1,259,816
Savings and Temporary Cash Investments$55,771$129,625▲ $73,854
Cash and Non-Interest-Bearing Accounts$3,631$4,938▲ $1,307
Total Assets$1,339,070$2,674,047▲ $1,334,977
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,339,070$2,674,047▲ $1,334,977
Total Liabilities and Net Assets / Fund Balance$1,339,070$2,674,047▲ $1,334,977
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
John MccanPresident
Amy GatesDirector
Camy BakerDirector
John SilvestriDirector
Ross SakataDirector
Shauna HallSecretary
Walter SchefferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,014,855
Program Service Revenue
$0
Investment Income
$114,126
Other Revenue
$0
All Other Contributions
$1,014,855
Change in Net Assets
$1,077,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,000
Other Expenses$6,621
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,000--$45,000
Fees for Service Investment Mgmnt Fees-$4,073-$4,073
Insurance-$1,674-$1,674
Office Expenses-$814-$814
Other Expenses-$60-$60
Total Functional Expenses$45,000$6,621$0$51,621
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lodi AcademyLodi, CA--$31,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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
2093349613
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Walter Scheffer
Formed
2008
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Wardell & Rall Accountancy Corporation
Address
3031 W MARCH LANE 320 E, STOCKTON, CA 95219-2338
Preparer
Daryl G Verkerk
Phone
2099525392
Raw XML Appendix313 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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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095241
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0977CFCB9C685DC8DED6EB91A22541EBE6B77B20C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01B0D1E947ACFC18695838ABC531BEF7A9D9E18CB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:23:52
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/PreparationDt02020-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARYL G VERKERK
ReturnHeader/ReturnTs02020-11-16T12:23:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,674,047
Liabilities
$0
Net assets
$2,674,047
Revenue
$1,128,981
Expenses
$51,621
Net income
$1,077,360
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
2019Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$1.13$0.05$1.08
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
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