Civic Intelligence

Lodi District Chamber of Commerce

990 • Fiscal year 2018 • EIN 94-0636200

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 19, 2019

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

91st percentile

0.64x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

0.34x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Net Margin

53rd percentile

4.7%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$174,296

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Asset Growth

23rd percentile

-7.0%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

13%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$528,475

Down $39,600 (-7.0%) from 2017

Net Assets

Up

$192,891

Up $45,518 (+31%) from 2017

Liabilities

Down

$335,584

Down $85,118 (-20%) from 2017

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin53rd percentile

Revenue

Up

$974,156

Up $114,827 (+13%) from 2017

Expenses

Up

$928,638

Up $84,454 (+10%) from 2017

Net Income

Up

$45,518

Up $30,373 (+201%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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 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

2018

Assets$528,475
Liabilities$335,584
Net Assets$192,891
Open 2018 Filing

Operations Trend

Revenue Growth75th 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 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

2018

Revenue$974,156
Expenses$928,638
Net Income$45,518
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 19, 2019
Return Version
2018v3.1
Gross Receipts
$974,156
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$400,311$383,089▼ $17,222
Cash and Non-Interest-Bearing Accounts$165,168$139,961▼ $25,207
Prepaid Expenses and Deferred Charges$2,596$5,425▲ $2,829
Total Assets$568,075$528,475▼ $39,600
Liabilities
Mortgage Notes Payable Secured by Investment Property$290,753$270,855▼ $19,898
Deferred Revenue$89,933$43,933▼ $46,000
Accounts Payable and Accrued Expenses$40,016$20,796▼ $19,220
Total Liabilities$420,702$335,584▼ $85,118
Net Assets / Fund Balance
Unrestricted Net Assets$147,373$192,891▲ $45,518
Total Net Assets Fund Balance$147,373$192,891▲ $45,518
Total Liabilities and Net Assets / Fund Balance$568,075$528,475▼ $39,600

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$298,565$243,407$541,972
Land$84,524-$84,524
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleBaseTotal
Robert PatrickExecutive Di$174,296$174,296
Robert PatrickExecutive Direc$174,296$174,296

Board Members and Trustees

NameTitle
Alex OsegueraDirector
Beth KimDirector
Bob ColarossiDirector
Charlie LippertDirector
Dale ImmekusDirector
Daniel WolcottDirector
Debbie ChieneDirector
Gwen KreneckiDirector
Johnathan WetmoreDirector
Michael GeorgusonDirector
Mickie NussDirector
Nancy BeckmanDirector
Nick JonesDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$968,837
Investment Income
$0
Other Revenue
$5,319
Change in Net Assets
$45,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$544,929
Salaries, Compensation, and Employee Benefits$383,709
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$130,722$43,574-$174,296
Other Salaries and Wages$127,406$42,468-$169,874
Office Expenses$65,759$64,310-$130,069
Conferences and Meetings$32,943$27,624-$60,567
Payroll Taxes$29,654$9,885-$39,539
Insurance-$34,214-$34,214
All Other Expenses$18,670$6,272-$24,942
Depreciation Depletion-$20,333-$20,333
Other Expenses$8,350$18,027-$18,027
Interest-$15,567-$15,567
Occupancy-$9,480-$9,480
Fees for Services Accounting-$4,435-$4,435
Travel$1,643--$1,643
Total Functional Expenses$607,477$321,161$0$928,638
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
2019-06-19
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
10
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/TotalRevenueColumnAmt1272242
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2201538
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt327907
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt422001
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYOtherExpensesAmt0465795
IRS990/PYOtherRevenueAmt016996
IRS990/PYProgramServiceRevenueAmt0842333
IRS990/PYRevenuesLessExpensesAmt015145
IRS990/PYSalariesCompEmpBnftPaidAmt0378389
IRS990/PYTotalExpensesAmt0844184
IRS990/PYTotalRevenueAmt0859329
IRS990/ReconcilationRevenueExpnssAmt045518
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0968837
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt084524
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt084524
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0298565
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0243407
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0541972
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0383089
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0174296
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT PATRICK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIREC
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0174296
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0568075
IRS990/TotalAssetsEOYAmt0528475
IRS990/TotalAssetsGrp/BOYAmt0568075
IRS990/TotalAssetsGrp/EOYAmt0528475
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0321161
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0607477
IRS990/TotalFunctionalExpensesGrp/TotalAmt0928638
IRS990/TotalGrossUBIAmt05259
IRS990/TotalLiabilitiesBOYAmt0420702
IRS990/TotalLiabilitiesEOYAmt0335584
IRS990/TotalLiabilitiesGrp/BOYAmt0420702
IRS990/TotalLiabilitiesGrp/EOYAmt0335584
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0147373
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0192891
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt016722
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt016722
IRS990/TotalProgramServiceExpensesAmt0607477
IRS990/TotalProgramServiceRevenueAmt0968837
IRS990/TotalReportableCompFromOrgAmt0174296
IRS990/TotalRevenueGrp/ExclusionAmt0272242
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0696655
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0974156
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05259
IRS990/TotalVolunteersCnt01000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0568075
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0528475
IRS990/TravelGrp/ProgramServicesAmt01643
IRS990/TravelGrp/TotalAmt01643
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0147373
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0192891
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT PATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum02093677840
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-19
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/AtSubmissionCreationDeviceId018871EF0665B48DA053FEEEC39D48B89EAC372BE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C11AA7D996F7BA6B93ED4270F7A4112F76A91B47
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.151.71.141
ReturnHeader/FilingSecurityInformation/IPDt02019-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:43:12
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/PreparationDt02019-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L DUNCAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-07-10T16:43:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$528,475
Liabilities
$335,584
Net assets
$192,891
Revenue
$974,156
Expenses
$928,638
Net income
$45,518
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
2018Detailed filing. Detailed filing data is available for this year.$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
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