Civic Intelligence

Lodi Educational Endowment Fund

990 • Fiscal year 2023 • EIN 68-0274279

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-21%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Flat

$3,048,616

Flat from 2023

Net Assets

Flat

$3,048,616

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin86th percentile

Revenue

Flat

$97,103

Flat from 2023

Expenses

Flat

$59,263

Flat from 2023

Net Income

Flat

$37,840

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th 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 2023: $3,048,616Liabilities 2023: $0Net Assets 2023: $3,048,6162023Assets 2024: $3,298,089Liabilities 2024: $0Net Assets 2024: $3,298,0892024

Highlighted filing

2023

Assets$3,048,616
Liabilities$0
Net Assets$3,048,616
Open 2023 Filing

Operations Trend

Revenue Growth16th 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 2023: $97,103Expenses 2023: $59,263Net Income 2023: $37,8402023Revenue 2024: $160,922Expenses 2024: $90,330Net Income 2024: $70,5922024

Highlighted filing

2023

Revenue$97,103
Expenses$59,263
Net Income$37,840
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.0
Gross Receipts
$97,103
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$2,671,585$3,048,616▲ $377,031
Investments in Publicly Traded Securities$2,594,184$2,983,375▲ $389,191
Savings and Temporary Cash Investments$71,884$63,035▼ $8,849
Cash and Non-Interest-Bearing Accounts$5,517$2,206▼ $3,311
Total Assets$2,671,585$3,048,616▲ $377,031
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,671,585$3,048,616▲ $377,031
Total Liabilities and Net Assets / Fund Balance$2,671,585$3,048,616▲ $377,031
Compensation and Service Providers
Top Officer Pay39th 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
$7,793
Program Service Revenue
$0
Investment Income
$89,310
Other Revenue
$0
All Other Contributions
$7,793
Change in Net Assets
$37,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,900
Other Expenses$9,363
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,900--$49,900
Fees for Services Other-$5,660-$5,660
Fees for Services Accounting-$2,125-$2,125
Insurance-$869-$869
Office Expenses$75$634-$709
Total Functional Expenses$49,975$9,288$0$59,263
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lodi AcademyLodi, CA-Bus Purchase$37,550
Lodi Sda Elemintary SchoolLodi, CA-Stident Aid$12,350
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
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
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
2024-11-01
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
Michael M Rall CPA
Phone
2099525392
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Annual government fileing fee”

Raw XML Appendix318 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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IRS990/WebsiteAddressTxt0LEEFALEGACY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER SCHEFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02093349613
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
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/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/PreparationDt02024-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL M RALL CPA
ReturnHeader/ReturnTs02024-10-02T18:38:06-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,048,616
Liabilities
$0
Net assets
$3,048,616
Revenue
$97,103
Expenses
$59,263
Net income
$37,840
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
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.10$0.06$0.04
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
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