Civic Intelligence

Lodi Hellenic Society Inc

EIN 94-3121134 • 501(c)3 • Stockton, CA

Profile

Educational greek heritage and cultural programs that are open to the public

11 South San Joaquin Street 306Stockton, CA 95202

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

1st percentile

-90231%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

321%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $72,185 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $72,185 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Up

$80

Up $61 (+321%) from 2022

Expenses

Up

$72,265

Up $69,370 (+2396%) from 2022

Net Income

Down

-$72,185

Down $69,309 (-2410%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$150K$100K$50K$0Assets 2011: $118,889Liabilities 2011: $02011Assets 2012: $111,983Liabilities 2012: $02012Assets 2013: $107,832Liabilities 2013: $02013Assets 2014: $103,568Net Assets 2014: $103,5682014Assets 2015: $101,326Net Assets 2015: $101,3262015Assets 2016: $95,072Net Assets 2016: $95,0722016Assets 2017: $89,093Net Assets 2017: $89,0932017Assets 2018: $83,597Net Assets 2018: $83,5972018Assets 2019: $76,830Net Assets 2019: $76,8302019Assets 2020: $75,394Net Assets 2020: $75,3942020Assets 2021: $75,062Net Assets 2021: $75,0622021Assets 2022: $72,185Net Assets 2022: $72,1852022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $4,440Expenses 2011: $7,946Net Income 2011: -$3,5062011Revenue 2012: $3,241Expenses 2012: $10,147Net Income 2012: -$6,9062012Revenue 2013: $1,144Expenses 2013: $5,295Net Income 2013: -$4,1512013Revenue 2014: $3,253Expenses 2014: $7,517Net Income 2014: -$4,2642014Revenue 2015: $1,527Expenses 2015: $3,769Net Income 2015: -$2,2422015Revenue 2016: -$898Expenses 2016: $5,356Net Income 2016: -$6,2542016Revenue 2017: $707Expenses 2017: $6,686Net Income 2017: -$5,9792017Revenue 2018: -$858Expenses 2018: $4,638Net Income 2018: -$5,4962018Revenue 2019: -$1,457Expenses 2019: $5,310Net Income 2019: -$6,7672019Revenue 2020: $829Expenses 2020: $2,265Net Income 2020: -$1,4362020Revenue 2021: $799Expenses 2021: $1,131Net Income 2021: -$3322021Revenue 2022: $19Expenses 2022: $2,895Net Income 2022: -$2,8762022Revenue 2023: $80Expenses 2023: $72,265Net Income 2023: -$72,1852023

Highlighted filing

2023

Revenue$80
Expenses$72,265
Net Income-$72,185
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$80
Expenses
$72,265
Net income
-$72,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.72$0.72
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.00$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.01$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.01$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.01$0.05$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.01$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.01$0.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.01$0.05$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.02$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.03$0.08$0.04
2013Summary only. Only limited summary data is available for this year.$1.08$0.00$0.01$0.05$0.04
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$0.03$0.10$0.07
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$0.04$0.08$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 30, 2024
Return Version
2023v5.0
Gross Receipts
$80
Mission and Program Overview

Mission

Educational greek heritage and cultural programs that are open to the public

Program Services

DescriptionGrantsExpenses
EDUCATIONAL GREEK HERITAGE & CULTURE PROGRAMS THAT ARE OPEN TO THE PUBLIC.$69,940$72,240
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM AFTIASPresident-$0--
PAUL TSAMPISVice Preside-$0--
MARIA KARAPANOSSecretary-$0--
NICK AFTIASTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lodi Hellenic Society Inc
EIN
94-3121134
Phone
2099418714
Address
11 SOUTH SAN JOAQUIN STREET 306, STOCKTON, CA 95202

Signing Officer

Name
Jim Aftias
Title
President
Phone
2093697442
Signed
2024-07-30
Discuss with paid preparer
Yes

Preparer

Firm
DUNCAN & COMPANY CPA'S
Address
1820 W KETTLEMAN LN STE A, LODI, CA 95242
Preparer
David L Duncan
Phone
2093390100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Class of activity: donation name: st basil greek orthodox church address: 920 west march lane stockton, ca 95207 cash contribution: 69,940”

Form 990-ez, Part I, Line 16

“Expenses filing fee 25 total 25”

Form 990-ez, Part I, Line 20

“ROUNDING 0”

Form 990-ez, Part III

“Educational greek heritage and cultural programs that are open to the public”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DUNCAN & COMPANY CPA'S
IRS990EZ/BooksInCareOfDetail/PhoneNum02093390100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01820 W KETTLEMAN LN STE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072185
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-72185
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072185
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt069940
IRS990EZ/GrossReceiptsAmt080
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt080
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072185
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072185
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM AFTIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL TSAMPIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIA KARAPANOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICK AFTIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL GREEK HERITAGE AND CULTURAL PROGRAMS THAT ARE OPEN TO THE PUBLIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL GREEK HERITAGE & CULTURE PROGRAMS THAT ARE OPEN TO THE PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt069940
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072240
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072265
IRS990EZ/TotalProgramServiceExpensesAmt072240
IRS990EZ/TotalRevenueAmt080
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0818
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02454
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0141
IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94710
IRS990ScheduleA/PublicSupportPY509Pct00.97920
IRS990ScheduleA/PublicSupportTotal509Amt02524
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0915
IRS990ScheduleA/Total509Grp/TotalAmt02524
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0938
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02665
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH DONATION
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02023-09-26
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt069940
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0CHURCH
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0ST BASIL'S GREEK ORTHODOX CHURCH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0920 WEST MARCH LANE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0STOCKTON
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd095207
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: DONATION NAME: ST BASIL GREEK ORTHODOX CHURCH ADDRESS: 920 WEST MARCH LANE STOCKTON, CA 95207 CASH CONTRIBUTION: 69,940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FILING FEE 25 TOTAL 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATIONAL GREEK HERITAGE AND CULTURAL PROGRAMS THAT ARE OPEN TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM AFTIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02093697442
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LODI HELLENIC SOCIETY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O REID WIRTH ROBERTS
ReturnHeader/Filer/BusinessNameControlTxt0LODI
ReturnHeader/Filer/EIN0943121134
ReturnHeader/Filer/PhoneNum02099418714
ReturnHeader/Filer/USAddress/AddressLine1Txt011 SOUTH SAN JOAQUIN STREET 306
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095202
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/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L DUNCAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T13:46:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.