Civic Intelligence

Lodi Community Foundation Inc

EIN 81-4691752 • 501(c)3 • Lodi, CA

Profile

To advocate and facilitate charitable giving to create lasting legacies that build a strong lodi community.

1300 W Lodi AveLodi, CA 95242

lodicommunityfoundation.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 2024

Liabilities / Revenue

19th percentile

0.00x

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

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

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

$1,214,702

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,214,702

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue19th percentileNet Margin98th percentile

Revenue

$1,161,624

No earlier filing loaded for comparison.

Expenses

$50,487

No earlier filing loaded for comparison.

Net Income

$1,111,137

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2024: $1,214,702Liabilities 2024: $0Net Assets 2024: $1,214,7022024

Highlighted filing

2024

Assets$1,214,702
Liabilities$0
Net Assets$1,214,702
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Revenue 2024: $1,161,624Expenses 2024: $50,487Net Income 2024: $1,111,1372024

Highlighted filing

2024

Revenue$1,161,624
Expenses$50,487
Net Income$1,111,137
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,214,702
Liabilities
$0
Net assets
$1,214,702
Revenue
$1,161,624
Expenses
$50,487
Net income
$1,111,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$1.16$0.05$1.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$1,161,624
Mission and Program Overview

Mission

To advocate and facilitate charitable giving to create lasting legacies that build a strong lodi community.

To advocate and facilitate charitable giving to create lasting legacies that build a strong lodi community. We are doing this by inspiring and engaging local philanthropy to create a thriving, inclusive, and resilient community, by connecting generous donors with meaningful causes, fostering lasting impact through strengthening local initiatives to ensure that lodi and its surrounding community's greatest needs are met for generations to come.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$76,364$1,207,750▲ $1,131,386
Cash and Non-Interest-Bearing Accounts$25,934$6,952▼ $18,982
Total Assets$102,298$1,214,702▲ $1,112,404
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$1,151,079-
Net Assets Without Donor Restrictions$102,298$63,623▼ $38,675
Total Net Assets Fund Balance$102,298$1,214,702▲ $1,112,404
Total Liabilities and Net Assets / Fund Balance$102,298$1,214,702▲ $1,112,404

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,207,750--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
John LedbetterPresident
Christine FranklinBoard Member
Corie StewartBoard Member
Louis PonickBoard Member
Meghan GalarneauBoard Member
Sabrina Schwiess-coeBoard Member
Trent DiehlBoard Member
Daniel CastilloSecretary
Drew StroudTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,090,052
Program Service Revenue
$38,196
Investment Income
$33,376
Other Revenue
$0
All Other Contributions
$1,090,052
Change in Net Assets
$1,111,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$20,487
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,000--$30,000
Advertising$5,807--$5,807
Insurance-$1,390-$1,390
Other Expenses$1,885$384-$384
All Other Expenses-$15-$15
Total Functional Expenses$41,869$8,618$0$50,487
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

“The tax return is reviewed by the ceo and made available to all officers to reiew efore the filing of the tax return.”

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

“The organization annually has the board members review the conflict of interest policy and sign that they have reviewed and list any conflicts that they may have.”

Form 990, Part VI, Section C, Line 18

“The organization will have the tax return available at the office upon request for public inspection.”

Form 990, Part VI, Section C, Line 19

“The documents are available at the organization's office upon request.”

Filing and Contact Details

Filer

Filer Name
Lodi Community Foundation Inc
EIN
81-4691752
Phone
2093661222
Address
1300 W LODI AVE, LODI, CA 95242

Signing Officer

Name
Louis Ponick
Title
CEO
Phone
2093661222
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louis Ponick
Formed
2016
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Kemper CPA Group Llp
Address
3031 W MARCH LANE STE 133 S, STOCKTON, CA 95219
Preparer
Christine Franklin
Phone
2094732001
Raw XML Appendix351 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/ProgSrvcAccomActy2Grp/Desc0WE CO-HOSTED AN ANNUAL COMMUNITY PHILANTHROPY SUMMIT, A HALF-DAY PROFESSIONAL DEVEOPMENT EVENT DESIGNED TO PROVIDE EDUCATION AND INSIGHTS ON CURRENT PHILANTHROPIC TOPICS TO LOCAL NONPROFIT LEADERS, DONORS AND PROFESSIONAL ADVISORS ENGAGED IN CHARITABLE WORK. ALSO, HOSTED EVENTS FOR OUR STAKEHOLDERS, DONORS AND GUEST TO THANK THEM FOR THEIR CHARITABLE WORK, ENCOURAGE, AND BUILD LASTING RELATIONSHIPS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS REVIEWED BY THE CEO AND MADE AVAILABLE TO ALL OFFICERS TO REIEW EFORE THE FILING OF THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ANNUALLY HAS THE BOARD MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THAT THEY HAVE REVIEWED AND LIST ANY CONFLICTS THAT THEY MAY HAVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL HAVE THE TAX RETURN AVAILABLE AT THE OFFICE UPON REQUEST FOR PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION'S OFFICE UPON REQUEST.
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0102298
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01214702
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt041869
IRS990/TotalProgramServiceRevenueAmt038196
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt071572
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01161624
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0102298
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01214702
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01300 W LODI AVE
IRS990/USAddress/CityNm0LODI
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095242
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0LODICOMMUNITYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS PONICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02093661222
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI COMMUNITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0814691752
ReturnHeader/Filer/PhoneNum02093661222
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 W LODI AVE
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095242
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03031 W MARCH LANE STE 133 S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094732001
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE FRANKLIN
ReturnHeader/ReturnTs02025-11-17T12:08:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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