Civic Intelligence

Lodi District Chamber of Commerce

990 • Fiscal year 2016 • EIN 94-0636200

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 17, 2017

Organization ProfileWWW.LODICHAMBER.COM
35 South School StreetLodi, CA 95240

(209) 367-7840

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

0.76x

Higher debt load relative to assets than 94% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.52x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

27th percentile

-2.3%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$144,771

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Asset Growth

25th percentile

-4.6%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-1.3%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets94th percentile

Assets

Flat

$542,546

Flat from 2016

Net Assets

Flat

$132,228

Flat from 2016

Liabilities

Flat

$410,318

Flat from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin27th percentile

Revenue

Flat

$792,808

Flat from 2016

Expenses

Flat

$810,702

Flat from 2016

Net Income

Flat

-$17,894

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $577,931Liabilities 2010: $453,265Net Assets 2010: $124,6662010Assets 2011: $601,168Liabilities 2011: $447,349Net Assets 2011: $153,8192011Assets 2012: $608,729Liabilities 2012: $455,765Net Assets 2012: $152,9642012Assets 2013: $633,276Liabilities 2013: $466,895Net Assets 2013: $166,3812013Assets 2014: $592,510Liabilities 2014: $450,823Net Assets 2014: $141,6872014Assets 2015: $568,634Liabilities 2015: $418,512Net Assets 2015: $150,1222015Assets 2016: $542,546Liabilities 2016: $410,318Net Assets 2016: $132,2282016Assets 2016: $542,546Liabilities 2016: $410,318Net Assets 2016: $132,2282016Assets 2017: $568,075Liabilities 2017: $420,702Net Assets 2017: $147,3732017Assets 2018: $528,475Liabilities 2018: $335,584Net Assets 2018: $192,8912018Assets 2019: $514,273Liabilities 2019: $292,578Net Assets 2019: $221,6952019Assets 2020: $540,495Liabilities 2020: $301,016Net Assets 2020: $239,4792020Assets 2021: $624,167Liabilities 2021: $282,916Net Assets 2021: $341,2512021Assets 2022: $673,021Liabilities 2022: $301,547Net Assets 2022: $371,4742022Assets 2023: $627,339Liabilities 2023: $204,129Net Assets 2023: $423,2102023Assets 2024: $584,781Liabilities 2024: $168,522Net Assets 2024: $416,2592024

Highlighted filing

2016

Assets$542,546
Liabilities$410,318
Net Assets$132,228
Open 2016 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $599,104Expenses 2010: $630,987Net Income 2010: -$31,8832010Revenue 2011: $675,146Expenses 2011: $645,993Net Income 2011: $29,1532011Revenue 2012: $707,165Expenses 2012: $708,020Net Income 2012: -$8552012Revenue 2013: $789,763Expenses 2013: $776,346Net Income 2013: $13,4172013Revenue 2014: $791,999Expenses 2014: $816,693Net Income 2014: -$24,6942014Revenue 2015: $803,280Expenses 2015: $794,845Net Income 2015: $8,4352015Revenue 2016: $792,808Expenses 2016: $810,702Net Income 2016: -$17,8942016Revenue 2016: $792,808Expenses 2016: $810,702Net Income 2016: -$17,8942016Revenue 2017: $859,329Expenses 2017: $844,184Net Income 2017: $15,1452017Revenue 2018: $974,156Expenses 2018: $928,638Net Income 2018: $45,5182018Revenue 2019: $921,833Expenses 2019: $893,029Net Income 2019: $28,8042019Revenue 2020: $514,273Expenses 2020: $496,489Net Income 2020: $17,7842020Revenue 2021: $812,765Expenses 2021: $710,993Net Income 2021: $101,7722021Revenue 2022: $1,023,753Expenses 2022: $993,530Net Income 2022: $30,2232022Revenue 2023: $942,145Expenses 2023: $890,409Net Income 2023: $51,7362023Revenue 2024: $761,331Expenses 2024: $752,010Net Income 2024: $9,3212024

Highlighted filing

2016

Revenue$792,808
Expenses$810,702
Net Income-$17,894
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 17, 2017
Return Version
2016v3.0
Gross Receipts
$794,244
Mission and Program Overview

Mission

Promote the city of lodi including the businesses, industries and residents of northern san joaquin county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$433,503$416,348▼ $17,155
Cash and Non-Interest-Bearing Accounts$130,016$119,336▼ $10,680
Prepaid Expenses and Deferred Charges$5,115$6,862▲ $1,747
Total Assets$568,634$542,546▼ $26,088
Liabilities
Mortgage Notes Payable Secured by Investment Property$327,355$309,583▼ $17,772
Deferred Revenue$55,646$60,032▲ $4,386
Accounts Payable and Accrued Expenses$35,511$40,703▲ $5,192
Total Liabilities$418,512$410,318▼ $8,194
Net Assets / Fund Balance
Unrestricted Net Assets$150,122$132,228▼ $17,894
Total Net Assets Fund Balance$150,122$132,228▼ $17,894
Total Liabilities and Net Assets / Fund Balance$568,634$542,546▼ $26,088

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$331,824$204,553$536,377
Land$84,524-$84,524
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleBaseTotal
Robert PatrickExecutive Di$144,771$144,771

Board Members and Trustees

NameTitle
Alex OsegueraDirector
Beth KimDirector
Bob ColarossiDirector
Dale ImmekusDirector
Daniel WolcottDirector
Debbie ChieneDirector
Gwen KreneckiDirector
Johnathan WetmoreDirector
Michael GeorgusonDirector
Mickie NussDirector
Nancy BeckmanDirector
Thom SanchezDirector
Veronica NateraDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$783,120
Investment Income
$-1,436
Other Revenue
$11,124
Change in Net Assets
$-17,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$469,102
Salaries, Compensation, and Employee Benefits$341,600
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$124,694$41,564-$166,258
Current Officers, Directors, Trustees, and Key Employees$108,578$36,193-$144,771
Office Expenses$53,296$51,172-$104,468
Conferences and Meetings$21,922$17,974-$39,896
Insurance-$37,086-$37,086
Payroll Taxes$22,928$7,643-$30,571
Depreciation Depletion-$22,213-$22,213
Occupancy-$18,646-$18,646
Interest-$17,693-$17,693
All Other Expenses$4,461$4,249-$8,710
Other Expenses$5,643$23,162-$5,643
Fees for Services Accounting-$4,370-$4,370
Advertising$1,320$1,802-$3,122
Travel$1,494--$1,494
Total Functional Expenses$526,935$283,767$0$810,702
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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, Page 6, Part VI, Line 11B

“The board of directors reviews forms 990 and 990-t prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“-- the board of directors reviews all contracts, agreements and disbursements of the chamber.”

Form 990, Page 6, Part VI, Line 15A

“- the board of directors reviews executive director's compensation.”

Form 990, Page 6, Part VI, Line 19

“-- the public is welcome at all meetings of the lodi district chamber of commerce. No request has been or will be declined for access to the chambers' governing documents, conflict of interest policy and/or financial statements.”

Filing and Contact Details

Filer

Filer Name
Lodi District Chamber of Commerce
EIN
94-0636200
Phone
2093677840
Address
35 SOUTH SCHOOL STREET, LODI, CA 95240

Signing Officer

Name
Robert Patrick
Title
Executive Direc
Phone
2093677840
Signed
2017-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Patrick
Formed
1923
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
13
Employees
8
Volunteers
1,000

Preparer

Firm
DUNCAN & COMPANY CPA'S
Address
1820 W KETTLEMAN LANE STE A, LODI, CA 95242-4290
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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IRS990/ProgramServiceRevenueGrp/Desc2STREET FAIRE
IRS990/ProgramServiceRevenueGrp/Desc3COMMUNITY ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc4LEADERSHIP LODI
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0250509
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0301234
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1184878
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt222934
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt314433
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0301234
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1250509
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2184878
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt322934
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt414433
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYOtherExpensesAmt0455477
IRS990/PYOtherRevenueAmt06361
IRS990/PYProgramServiceRevenueAmt0796919
IRS990/PYRevenuesLessExpensesAmt08435
IRS990/PYSalariesCompEmpBnftPaidAmt0339368
IRS990/PYTotalExpensesAmt0794845
IRS990/PYTotalRevenueAmt0803280
IRS990/ReconcilationRevenueExpnssAmt0-17894
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0783120
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt084524
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt084524
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0331824
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0204553
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0536377
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0416348
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS FORMS 990 AND 990-T PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1-- THE BOARD OF DIRECTORS REVIEWS ALL CONTRACTS, AGREEMENTS AND DISBURSEMENTS OF THE CHAMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2- THE BOARD OF DIRECTORS REVIEWS EXECUTIVE DIRECTOR'S COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3-- THE PUBLIC IS WELCOME AT ALL MEETINGS OF THE LODI DISTRICT CHAMBER OF COMMERCE. NO REQUEST HAS BEEN OR WILL BE DECLINED FOR ACCESS TO THE CHAMBERS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0568634
IRS990/TotalAssetsEOYAmt0542546
IRS990/TotalAssetsGrp/BOYAmt0568634
IRS990/TotalAssetsGrp/EOYAmt0542546
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0283767
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0526935
IRS990/TotalFunctionalExpensesGrp/TotalAmt0810702
IRS990/TotalGrossUBIAmt08410
IRS990/TotalLiabilitiesBOYAmt0418512
IRS990/TotalLiabilitiesEOYAmt0410318
IRS990/TotalLiabilitiesGrp/BOYAmt0418512
IRS990/TotalLiabilitiesGrp/EOYAmt0410318
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0150122
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0132228
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt09132
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt09132
IRS990/TotalProgramServiceExpensesAmt0526935
IRS990/TotalProgramServiceRevenueAmt0783120
IRS990/TotalReportableCompFromOrgAmt0144771
IRS990/TotalRevenueGrp/ExclusionAmt0250509
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0533889
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0792808
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt08410
IRS990/TotalVolunteersCnt01000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0568634
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0542546
IRS990/TravelGrp/ProgramServicesAmt01494
IRS990/TravelGrp/TotalAmt01494
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0150122
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0132228
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt035 SOUTH SCHOOL STREET
IRS990/USAddress/CityNm0LODI
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095240
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.LODICHAMBER.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT PATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum02093677840
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI DISTRICT CHAMBER OF COMMERCE
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0940636200
ReturnHeader/Filer/PhoneNum02093677840
ReturnHeader/Filer/USAddress/AddressLine1Txt035 SOUTH SCHOOL STREET
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095240
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B72F1C11E4A87DDFA7AB7D817BDD841B432FF69D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A3B4CF38E1839E49995D9DDC5CDAD54262E0DACB
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830357827
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNCAN & COMPANY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01820 W KETTLEMAN LANE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LODI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0952424290
ReturnHeader/PreparerPersonGrp/PhoneNum02093390100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L DUNCAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-05T14:25:44-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$542,546
Liabilities
$410,318
Net assets
$132,228
Revenue
$792,808
Expenses
$810,702
Net income
-$17,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.17$0.42$0.76$0.75$0.01
2023Summary only. Only limited summary data is available for this year.$0.63$0.20$0.42$0.94$0.89$0.05
2022Summary only. Only limited summary data is available for this year.$0.67$0.30$0.37$1.02$0.99$0.03
2021Summary only. Only limited summary data is available for this year.$0.62$0.28$0.34$0.81$0.71$0.10
2020Summary only. Only limited summary data is available for this year.$0.54$0.30$0.24$0.51$0.50$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.29$0.22$0.92$0.89$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.34$0.19$0.97$0.93$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.42$0.15$0.86$0.84$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.41$0.13$0.79$0.81$0.02
2016Summary only. Only limited summary data is available for this year.$0.54$0.41$0.13$0.79$0.81$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.42$0.15$0.80$0.79$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.45$0.14$0.79$0.82$0.02
2013Summary only. Only limited summary data is available for this year.$0.63$0.47$0.17$0.79$0.78$0.01
2012Summary only. Only limited summary data is available for this year.$0.61$0.46$0.15$0.71$0.71$0.00
2011Summary only. Only limited summary data is available for this year.$0.60$0.45$0.15$0.68$0.65$0.03
2010Summary only. Only limited summary data is available for this year.$0.58$0.45$0.12$0.60$0.63$0.03