Civic Intelligence

Lodi Public Library Foundation

EIN 68-0438028 • 501(c)3 • Lodi, CA

Profile

Public library support services.

201 West Locust StreetLodi, CA 95240

www.lodilibraryfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

93rd percentile

70%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

97th percentile

262%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,615,806

Up $1,024,082 (+173%) from 2024

Liabilities

Down

$0

Down $192 (-100%) from 2024

Net Assets

Up

$1,615,806

Up $1,024,274 (+173%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin98th percentile

Revenue

Up

$1,091,574

Up $981,423 (+891%) from 2024

Expenses

Down

$67,300

Down $12,091 (-15%) from 2024

Net Income

Up

$1,024,274

Up $993,514 (+3230%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $585,328Liabilities 2011: $0Net Assets 2011: $585,3282011Assets 2012: $639,960Liabilities 2012: $0Net Assets 2012: $639,9602012Assets 2013: $702,343Liabilities 2013: $0Net Assets 2013: $702,3432013Assets 2014: $451,925Liabilities 2014: $0Net Assets 2014: $451,9252014Assets 2015: $654,603Liabilities 2015: $0Net Assets 2015: $654,6032015Assets 2016: $611,202Liabilities 2016: $181Net Assets 2016: $611,0212016Assets 2017: $677,470Liabilities 2017: $1,009Net Assets 2017: $676,4612017Assets 2018: $493,793Liabilities 2018: $742Net Assets 2018: $493,0512018Assets 2019: $479,116Liabilities 2019: $763Net Assets 2019: $478,3532019Assets 2020: $516,316Liabilities 2020: $454Net Assets 2020: $515,8622020Assets 2021: $585,669Liabilities 2021: $127Net Assets 2021: $585,5422021Assets 2022: $567,962Liabilities 2022: $1,232Net Assets 2022: $566,7302022Assets 2023: $560,964Liabilities 2023: $193Net Assets 2023: $560,7712023Assets 2024: $591,724Liabilities 2024: $192Net Assets 2024: $591,5322024Assets 2025: $1,615,806Liabilities 2025: $0Net Assets 2025: $1,615,8062025

Highlighted filing

2025

Assets$1,615,806
Liabilities$0
Net Assets$1,615,806
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $117,497Expenses 2011: $27,409Net Income 2011: $90,0882011Revenue 2012: $85,269Expenses 2012: $30,637Net Income 2012: $54,6322012Revenue 2013: $99,828Expenses 2013: $37,445Net Income 2013: $62,3832013Revenue 2014: $250,503Expenses 2014: $500,921Net Income 2014: -$250,4182014Revenue 2015: $270,088Expenses 2015: $67,410Net Income 2015: $202,6782015Revenue 2016: $187,021Expenses 2016: $230,603Net Income 2016: -$43,5822016Revenue 2017: $124,439Expenses 2017: $58,999Net Income 2017: $65,4402017Revenue 2018: $133,769Expenses 2018: $317,179Net Income 2018: -$183,4102018Revenue 2019: $81,283Expenses 2019: $95,981Net Income 2019: -$14,6982019Revenue 2020: $73,834Expenses 2020: $36,325Net Income 2020: $37,5092020Revenue 2021: $92,294Expenses 2021: $22,614Net Income 2021: $69,6802021Revenue 2022: $44,457Expenses 2022: $63,270Net Income 2022: -$18,8132022Revenue 2023: $83,210Expenses 2023: $89,169Net Income 2023: -$5,9592023Revenue 2024: $110,151Expenses 2024: $79,391Net Income 2024: $30,7602024Revenue 2025: $1,091,574Expenses 2025: $67,300Net Income 2025: $1,024,2742025

Highlighted filing

2025

Revenue$1,091,574
Expenses$67,300
Net Income$1,024,274
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,615,806
Liabilities
$0
Net assets
$1,615,806
Revenue
$1,091,574
Expenses
$67,300
Net income
$1,024,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$1.09$0.07$1.02
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.11$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.08$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.09$0.02$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.07$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.08$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.13$0.32$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.12$0.06$0.07
2016Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.19$0.23$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.27$0.07$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.25$0.50$0.25
2013Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$0.10$0.04$0.06
2012Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.09$0.03$0.05
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.12$0.03$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 1, 2025
Return Version
2024v5.0
Gross Receipts
$1,104,431
Mission and Program Overview

Mission

Public library support services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$139,309$1,161,726▲ $1,022,417
Investments in Publicly Traded Securities$292,769$322,441▲ $29,672
Cash and Non-Interest-Bearing Accounts$158,563$130,898▼ $27,665
Land, Buildings, and Equipment, Net$1,083$741▼ $342
Total Assets$591,724$1,615,806▲ $1,024,082
Liabilities
Accounts Payable and Accrued Expenses$192--
Total Liabilities$192$0▼ $192
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$229,869$1,220,055▲ $990,186
Net Assets With Donor Restrictions$361,663$395,751▲ $34,088
Total Net Assets Fund Balance$591,532$1,615,806▲ $1,024,274
Total Liabilities and Net Assets / Fund Balance$591,724$1,615,806▲ $1,024,082

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$741$2,176$2,917
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Stuart KrengelPresident
John WishekDirector
Joseph WishekDirector
Radhika RaoDirector
Steve AltimariDirector
Arlene FarleySecretary
Rosemary CressTreasurer
Mona ShulmanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,032,375
Program Service Revenue
$0
Investment Income
$51,535
Other Revenue
$7,664
All Other Contributions
$1,032,375
Change in Net Assets
$1,024,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$39,784
Other Expenses$27,516
Total Fundraising Expense$14,554
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,211$18,423$9,212$36,846
Office Expenses$1,383$2,771$1,386$5,540
Fees for Service Investment Mgmnt Fees$762$1,526$763$3,051
Payroll Taxes$734$1,469$735$2,938
Insurance$485$972$486$1,943
Other Expenses$225$451$226$902
Depreciation Depletion$342--$342
All Other Expenses-$125-$125
Conferences and Meetings$19$39$19$77
Total Functional Expenses$23,517$29,229$14,554$67,300
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,521
Fundraising Direct Expenses$12,857
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Books, Brews &$20,521$20,521$12,857$7,664
Total Events$20,521$20,521$12,857$7,664
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“-- the board reviews form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 19

“-- the meetings of the lodi public library foundation are open to the public. Copies of all governing documents and financial records of the foundation are available from the director and staff of the lodi public library. The lodi public library is a governmental agency.”

Filing and Contact Details

Filer

Filer Name
Lodi Public Library Foundation
EIN
68-0438028
Phone
2093335536
Address
201 WEST LOCUST STREET, LODI, CA 95240

Signing Officer

Name
Stuart Krengel
Title
President
Phone
2093335536
Signed
2025-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart Krengel
Formed
1999
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
1

Preparer

Firm
DUNCAN & COMPANY CPA'S
Address
1820 W KETTLEMAN LN STE A, LODI, CA 95242
Preparer
David L Duncan
Phone
2093390100
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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01032375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt063152
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01245859
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt051535
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035089
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019475
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-29372
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt065011
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0141738
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0152
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt020521
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt031966
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt019521
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt016490
IRS990ScheduleA/OtherIncome170Grp/TotalAmt088498
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84400
IRS990ScheduleA/PublicSupportPY170Pct00.54520
IRS990ScheduleA/PublicSupportTotal170Amt01245859
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01032375
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071097
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt063152
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027795
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01245859
IRS990ScheduleA/TotalSupportAmt01476095
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0741
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02176
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02917
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0741
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012857
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOKS, BREWS &
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020521
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07664
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012857
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012857
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0-- THE BOARD REVIEWS FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1-- THE MEETINGS OF THE LODI PUBLIC LIBRARY FOUNDATION ARE OPEN TO THE PUBLIC. COPIES OF ALL GOVERNING DOCUMENTS AND FINANCIAL RECORDS OF THE FOUNDATION ARE AVAILABLE FROM THE DIRECTOR AND STAFF OF THE LODI PUBLIC LIBRARY. THE LODI PUBLIC LIBRARY IS A GOVERNMENTAL AGENCY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0591724
IRS990/TotalAssetsEOYAmt01615806
IRS990/TotalAssetsGrp/BOYAmt0591724
IRS990/TotalAssetsGrp/EOYAmt01615806
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01032375
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014554
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029229
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023517
IRS990/TotalFunctionalExpensesGrp/TotalAmt067300
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0192
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0192
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0591532
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01615806
IRS990/TotalProgramServiceExpensesAmt023517
IRS990/TotalRevenueGrp/ExclusionAmt059199
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01091574
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0591724
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01615806
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0121 WEST PINE STREET
IRS990/USAddress/CityNm0LODI
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095240
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.LODILIBRARYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART KRENGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02093335536
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI PUBLIC LIBRARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0680438028
ReturnHeader/Filer/PhoneNum02093335536
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 WEST LOCUST STREET
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095240
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830357827
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNCAN & COMPANY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01820 W KETTLEMAN LN STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LODI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095242
ReturnHeader/PreparerPersonGrp/PhoneNum02093390100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L DUNCAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-15T16:59:46-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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