Civic Intelligence

Lodi Association of Realtors Inc

EIN 94-1387100 • 501(c)6 • Lodi, CA

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Profile

To provide members with education and resources that will enable them to conduct business successfully, to promote and enforce professional and ethical standards and to strengthen the REALTOR image by promoting equal housing opportunity.

777 South Ham Lane Ste BLodi, CA 95242

www.lodirealtors.org

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.10x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.38x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

57th percentile

6.6%

Higher net margin than 57% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$119,433

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

49th percentile

4.9%

Faster asset growth than 49% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$3,496,600

Up $164,378 (+4.9%) from 2023

Liabilities

Down

$357,943

Down $30,129 (-7.8%) from 2023

Net Assets

Up

$3,138,657

Up $194,507 (+6.6%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin57th percentile

Revenue

Up

$930,262

Up $92,207 (+11%) from 2023

Expenses

Up

$869,161

Up $16,255 (+1.9%) from 2023

Net Income

Up

$61,101

Up $75,952 (+511%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,019,133Liabilities 2010: $236,254Net Assets 2010: $1,782,8792010Assets 2011: $1,992,519Liabilities 2011: $180,766Net Assets 2011: $1,811,7532011Assets 2012: $2,020,804Liabilities 2012: $206,866Net Assets 2012: $1,813,9382012Assets 2013: $2,254,807Liabilities 2013: $196,135Net Assets 2013: $2,058,6722013Assets 2014: $2,409,979Liabilities 2014: $243,466Net Assets 2014: $2,166,5132014Assets 2015: $2,327,905Liabilities 2015: $224,883Net Assets 2015: $2,103,0222015Assets 2016: $2,439,272Liabilities 2016: $283,301Net Assets 2016: $2,155,9712016Assets 2017: $2,705,237Liabilities 2017: $331,421Net Assets 2017: $2,373,8162017Assets 2018: $2,517,360Liabilities 2018: $294,632Net Assets 2018: $2,222,7282018Assets 2019: $2,867,762Liabilities 2019: $303,883Net Assets 2019: $2,563,8792019Assets 2020: $3,045,801Liabilities 2020: $218,860Net Assets 2020: $2,826,9412020Assets 2021: $3,487,557Liabilities 2021: $315,788Net Assets 2021: $3,171,7692021Assets 2022: $3,048,066Liabilities 2022: $322,289Net Assets 2022: $2,725,7772022Assets 2023: $3,332,222Liabilities 2023: $388,072Net Assets 2023: $2,944,1502023Assets 2024: $3,496,600Liabilities 2024: $357,943Net Assets 2024: $3,138,6572024

Highlighted filing

2024

Assets$3,496,600
Liabilities$357,943
Net Assets$3,138,657
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $461,9172010Expenses 2011: $505,6172011Expenses 2012: $465,3272012Revenue 2013: $744,930Expenses 2013: $500,196Net Income 2013: $244,7342013Revenue 2014: $756,487Expenses 2014: $648,646Net Income 2014: $107,8412014Revenue 2015: $595,109Expenses 2015: $658,600Net Income 2015: -$63,4912015Revenue 2016: $685,545Expenses 2016: $632,596Net Income 2016: $52,9492016Revenue 2017: $860,487Expenses 2017: $642,642Net Income 2017: $217,8452017Revenue 2018: $513,604Expenses 2018: $664,692Net Income 2018: -$151,0882018Revenue 2019: $1,023,017Expenses 2019: $681,866Net Income 2019: $341,1512019Revenue 2020: $902,478Expenses 2020: $638,201Net Income 2020: $264,2772020Revenue 2021: $1,015,455Expenses 2021: $670,627Net Income 2021: $344,8282021Revenue 2022: $836,191Expenses 2022: $792,898Net Income 2022: $43,2932022Revenue 2023: $838,055Expenses 2023: $852,906Net Income 2023: -$14,8512023Revenue 2024: $930,262Expenses 2024: $869,161Net Income 2024: $61,1012024

Highlighted filing

2024

Revenue$930,262
Expenses$869,161
Net Income$61,101
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
$3,496,600
Liabilities
$357,943
Net assets
$3,138,657
Revenue
$930,262
Expenses
$869,161
Net income
$61,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.36$3.14$0.93$0.87$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.39$2.94$0.84$0.85$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.32$2.73$0.84$0.79$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.32$3.17$1.02$0.67$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.22$2.83$0.90$0.64$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.30$2.56$1.02$0.68$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.29$2.22$0.51$0.66$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.33$2.37$0.86$0.64$0.22
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.28$2.16$0.69$0.63$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.22$2.10$0.60$0.66$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.41$0.24$2.17$0.76$0.65$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.25$0.20$2.06$0.74$0.50$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.21$1.81$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.18$1.81$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.24$1.78$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 25, 2025
Return Version
2024v5.1
Gross Receipts
$972,378
Mission and Program Overview

Mission

To provide members with education and resources that will enable them to conduct business successfully, to promote and enforce professional and ethical standards and to strengthen the REALTOR image by promoting equal housing opportunity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,586,555$2,816,617▲ $230,062
Land, Buildings, and Equipment, Net$493,300$467,003▼ $26,297
Cash and Non-Interest-Bearing Accounts$72,681$127,917▲ $55,236
Prepaid Expenses and Deferred Charges$29,436$5,219▼ $24,217
Accounts Receivable$4,574$1,660▼ $2,914
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,332,222$3,496,600▲ $164,378
Other Assets Total$145,676$78,184▼ $67,492
Liabilities
Accounts Payable and Accrued Expenses$138,262$152,772▲ $14,510
Other Liabilities$177,671$103,919▼ $73,752
Deferred Revenue$72,139$101,252▲ $29,113
Total Liabilities$388,072$357,943▼ $30,129
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,944,150$3,138,657▲ $194,507
Total Net Assets Fund Balance$2,944,150$3,138,657▲ $194,507
Total Liabilities and Net Assets / Fund Balance$3,332,222$3,496,600▲ $164,378

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$297,508$247,694$545,202
Leasehold Improvements$101,991$121,095$223,086
Equipment$27,074$152,560$179,634
Land$40,000-$40,000
Other Land Buildings$430$6,996$7,426
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Henrietta Van DykAssociation ExecutiveFT$119,433$119,433

Board Members and Trustees

NameTitle
Kerry SuessPast President
Sherry DickhoffPresident
Taide ZamoraPresident Elect
Ryan VandenburgVice President
Douglas HiggenbothamDirector
Kristina HeislerDirector
Peter MatlockDirector
Tyler BlaggDirector
Eileen SchamberSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$413,185
Program Service Revenue
$201,600
Investment Income
$265,459
Other Revenue
$50,018
All Other Contributions
$21,958
Change in Net Assets
$61,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$480,476
Other Expenses$388,685
Total Fundraising Expense$21,090
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$272,287--$272,287
Current Officers, Directors, Trustees, and Key Employees$119,433--$119,433
Conferences and Meetings$114,556--$114,556
Occupancy$80,288--$80,288
Other Employee Benefits$40,811--$40,811
Fees for Services Other$32,517--$32,517
Payroll Taxes$31,257--$31,257
Office Expenses$22,724--$22,724
All Other Expenses$17,644--$17,644
Pension Plan Contributions$16,688--$16,688
Insurance$12,325--$12,325
Depreciation Depletion---$11,833
Other Expenses$11,466-$21,090$11,466
Fees for Services Accounting$10,338--$10,338
Travel$10,214--$10,214
Fees for Services Legal$3,825--$3,825
Advertising$3,303--$3,303
Total Functional Expenses$836,238$0$21,090$869,161
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,981
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundraising Events$20,981$20,981-$20,981
Total Events$20,981$20,981-$20,981
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$78,283
Finance Lease Liability$21,536
Deposits Payable$4,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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

“A copy of the Form 990 is provided to both management and the board of directors who review and approve the Form 990 prior to filing the form with the corresponding government agency.”

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

“Members of the Board of Directors are expected to use good judgment, to adhere to high ethical standards and to avoid situations that create an actual or potential conflict between the Board member's personal interests and the interests of the Lodi Association of Realtors. Both the fact and appearance of a conflict should be avoided. Board members unsure as to whether a certain transaction activity or relationship constitutes a conflict of interest should discuss it with the Board of Directors during a regularly scheduled meeting. Beginning in 2011, the Association requires that each member of the Board of Directors sign a Conflict of Interest Statement annually.”

Form 990, Part VI, Section B, Line 15A

“The Executive Committee meets and performs the salary reviews for top management. The Executive Committee makes recommendations and presents them to the Board of Directors. The Board of Directors reviews and approves these recommendations.”

Form 990, Part VI, Section B, Line 15B

“The Executive Committee meets and performs the salary reviews for top management. The Executive Committee makes recommendations and presents them to the Board of Directors. The Board of Directors reviews and approves these recommendations.”

Form 990, Part VI, Section C, Line 19

“These policies are available upon request of the public.”

Filing and Contact Details

Filer

Filer Name
Lodi Association of Realtors Inc
EIN
94-1387100
Phone
2093685316
Address
777 SOUTH HAM LANE STE B, LODI, CA 95242

Signing Officer

Name
Henrietta Van Dyk
Title
Assoc.executive
Signed
2025-06-25
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
9

Preparer

Firm
Nicholas & Robison Accounting
Address
701 S HAM LN STE E, LODI, CA 95242
Preparer
John G Robison
Phone
8886727201
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Income TaxesThe Foundation was accepted as a tax-exempt organization under Section 501(c)(6) of the Internal Revenue Code classified as other than a private foundation. The Foundation is also exempt from California Franchise Taxes under Section 23701(d) of the California Revenue and Taxation Code. Therefore, these financial statements have no provision for federal or state income tax.”

Raw XML AppendixShowing 400 of 435 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt9Past President
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IRS990/MissionDesc0To provide members with education and resources that will enable them to conduct business successfully, to promote and enforce professional and ethical standards and to strengthen the REALTOR image by promoting equal housing opportunity.
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt016014
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IRS990/OtherExpensesGrp/ProgramServicesAmt111966
IRS990/OtherExpensesGrp/ProgramServicesAmt211466
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IRS990/OtherExpensesGrp/TotalAmt121090
IRS990/OtherExpensesGrp/TotalAmt211966
IRS990/OtherExpensesGrp/TotalAmt311466
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IRS990/OtherRevenueMiscGrp/Desc0MERCHANDISE SALES
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05219
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0201600
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IRS990/PYContributionsGrantsAmt0429948
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0121095
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0223086
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0430
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04100
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FINANCE LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OPERATING LEASE LIABILITIES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Income TaxesThe Foundation was accepted as a tax-exempt organization under Section 501(c)(6) of the Internal Revenue Code classified as other than a private foundation. The Foundation is also exempt from California Franchise Taxes under Section 23701(d) of the California Revenue and Taxation Code. Therefore, these financial statements have no provision for federal or state income tax.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalLiabilityAmt0103919
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Various Fundraising Events
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the Form 990 is provided to both management and the board of directors who review and approve the Form 990 prior to filing the form with the corresponding government agency.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members of the Board of Directors are expected to use good judgment, to adhere to high ethical standards and to avoid situations that create an actual or potential conflict between the Board member's personal interests and the interests of the Lodi Association of Realtors. Both the fact and appearance of a conflict should be avoided. Board members unsure as to whether a certain transaction activity or relationship constitutes a conflict of interest should discuss it with the Board of Directors during a regularly scheduled meeting. Beginning in 2011, the Association requires that each member of the Board of Directors sign a Conflict of Interest Statement annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Executive Committee meets and performs the salary reviews for top management. The Executive Committee makes recommendations and presents them to the Board of Directors. The Board of Directors reviews and approves these recommendations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Executive Committee meets and performs the salary reviews for top management. The Executive Committee makes recommendations and presents them to the Board of Directors. The Board of Directors reviews and approves these recommendations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4These policies are available upon request of the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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