Civic Intelligence

Lodi Educational Endowment Fund

990 • Fiscal year 2024 • EIN 68-0274279

Jan 01, 2024 to Dec 31, 2024 • Filed on Jan 16, 2026

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

8.2%

Faster asset growth than 60% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

66%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,298,089

Up $249,473 (+8.2%) from 2023

Net Assets

Up

$3,298,089

Up $249,473 (+8.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin87th percentile

Revenue

Up

$160,922

Up $63,819 (+66%) from 2023

Expenses

Up

$90,330

Up $31,067 (+52%) from 2023

Net Income

Up

$70,592

Up $32,752 (+87%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2024

Assets$3,298,089
Liabilities$0
Net Assets$3,298,089
Open 2024 Filing

Operations Trend

Revenue Growth86th 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

2024

Revenue$160,922
Expenses$90,330
Net Income$70,592
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 16, 2026
Return Version
2024v5.2
Gross Receipts
$160,922
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
Investments in Publicly Traded Securities$2,983,375$3,161,259▲ $177,884
Savings and Temporary Cash Investments$63,035$139,383▲ $76,348
Cash and Non-Interest-Bearing Accounts$2,206$-2,553▼ $4,759
Total Assets$3,048,616$3,298,089▲ $249,473
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,048,616$3,298,089▲ $249,473
Total Net Assets Fund Balance$3,048,616$3,298,089▲ $249,473
Total Liabilities and Net Assets / Fund Balance$3,048,616$3,298,089▲ $249,473
Compensation and Service Providers
Top Officer Pay40th 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
$733
Program Service Revenue
$0
Investment Income
$160,189
Other Revenue
$0
All Other Contributions
$733
Change in Net Assets
$70,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$79,940
Other Expenses$10,390
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$79,940--$79,940
Fees for Service Investment Mgmnt Fees-$5,087-$5,087
Fees for Services Accounting-$2,350-$2,350
Insurance-$2,223-$2,223
Office Expenses-$730-$730
Total Functional Expenses$79,940$10,390$0$90,330
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lodi AcademyLodi, CA-Scholarships$56,940
Lodi Sda Elementary SchoolLodi, CA-Student Aid$23,000
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
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, Section B, Line 11B

“No review was or will be conducted”

Form 990, Part VI, Section B, Line 12C

“Board review and discussions”

Form 990, Part VI, Section C, Line 18

“UPON REQUEST”

Form 990, Part VI, Section C, 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
2026-01-16

Organization Details

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

Preparer

Firm
Jones & Perry Inc
Address
641 FULTON AVE SUITE 202, SACRAMENTO, CA 95825
Preparer
Kimberly a Jones
Phone
9164810845
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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/USAddress/AddressLine1Txt0PO BOX 272
IRS990/USAddress/CityNm0LODI
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095241
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0LEEFALEGACY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER SCHEFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02093696727
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI EDUCATIONAL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0680274279
ReturnHeader/Filer/PhoneNum02093696727
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 272
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095241
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464070947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES & PERRY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0641 FULTON AVE SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09164810845
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A JONES
ReturnHeader/ReturnTs02026-01-16T11:24:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,298,089
Liabilities
$0
Net assets
$3,298,089
Revenue
$160,922
Expenses
$90,330
Net income
$70,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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