Nonprofit · EIN 45-5266295
KIWANIS CLUB OF GREATER LODI FOUNNDATION
Tax-exempt · LODI, CA 95241
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-EZ | $51,305 | $44,411 | $6,894 | $92,290 | – | $92,290 |
| September 30, 2024 | 990-EZ | $42,398 | $46,307 | -$3,909 | $85,396 | – | $85,396 |
| September 30, 2023 | 990-EZ | $85,718 | $79,791 | $5,927 | $89,305 | – | $89,305 |
Financial details: 990-EZ for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $7,021
- Net income from fundraising events
- $40,899
- Other revenue
- $3,385
Expenses
- Grants and similar amounts paid
- $31,836
- Compensation of officers, directors and key employees
- $0
- Occupancy
- $5,676
- Printing, publications and postage
- $85
- Other expenses
- $6,814
- Program services (functional)
- $31,836
Balance sheet and other
- Total assets, start of year
- $85,396
- Total assets, end of year
- $92,290
- Total liabilities, end of year
- –
- Net assets, end of year
- $92,290
- Cash, savings and investments
- $92,290
- Gross receipts
- $81,548
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dan Lane | President | 3 | $0 |
| Rae Whitby - Brummer | President Elect | 1 | $0 |
| Tony Fachner | Vice President | 1 | $0 |
| Tori Monforte | Secretary | 3 | $0 |
| Laurance Bertalino | Treasurer | 4 | $0 |
| Jonell Steckman | Director | 0.5 | $0 |
| Chris Meehleis | Director | 0.5 | $0 |
| Stan Fandrich | Director | 0.5 | $0 |
| Lori Thompson | Director | 0.5 | $0 |
| Donna Malmlov | Director | 0.5 | $0 |
| Kerry Suess | Director | 0.5 | $0 |
| Rick Kludt | Director | 0.5 | $0 |
990-EZ for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joretta Burlington | President | 2 | $0 |
| Dan Lane | President Elect | 1 | $0 |
| Rae Whitby Brummer | Vice President | 1 | $0 |
| Tori Monforte | Secretary | 3 | $0 |
| Laurance Bertalino | Treasurer | 3 | $0 |
| Bill Curry | Director | 0.5 | $0 |
| Chris Meehleis | Director | 0.5 | $0 |
| Stan Fandrich | Director | 0.5 | $0 |
| Lori Thompson | Director | 0.5 | $0 |
| Jonell Steckman | Director | 0.5 | $0 |
| Kerry Suess | Director | 0.5 | $0 |
| Rick Kludt | Director | 0.5 | $0 |
990-EZ for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB QUENZEL | PRESIDENT | 3 | $0 |
| JORETTA BURLINGTON | PRESIDENT ELECT | 1 | $0 |
| GREG ARRENDS | PAST PRESIDENT | 0.25 | $0 |
| LAURANCE BERTALINO | TREASURER | 3 | $0 |
| TORI MONFORTE | SECRETARY | 2 | $0 |
| DIONNE BROOKS | DIRECTOR | 0.25 | $0 |
| COURTNEY WALTH | DIRECTOR | 0.25 | $0 |
| CHET SOMERA | DIRECTOR | 0.25 | $0 |
| KEN CANTRELL | DIRECTOR | 0.25 | $0 |
| RICK PLATH | DIRECTOR | 0.25 | $0 |
| CHET WEBB | DIRECTOR | 0.25 | $0 |
| ANTHONY COSTA | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 761, LODI, CA 95241-0761
- In care of
- % LAURANCE BERTALINO
- Signed the 990-EZ
- Laurance, Bertalino
- Website
- www.KIWANISLODI.ORG
California records
California keeps its own records of charities and corporations. Search them by EIN 45-5266295 or by the name KIWANIS CLUB OF GREATER LODI FOUNNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE CHILD SAFETY EVENTS SCHOLARSHIPS FOR DESERVING STUDENTS FINANCIAL SUPPORT FOR PEDIATRIC TRAUMA PROGRAMS THROUGH CAL-NEV-HA FOUNDATION GIFTS AND GRANTS AS WELL AS OUR LOCAL HOSPITALS. FINANCIAL SUPPORT FOR AREA SENIOR CENTERS AND PROGRAMS. SUPPORT LOCAL YOUTH SPORTS PROGRAMS ASSIST COMMUNITY SERVICE PROGRAMS AND SUPPORT NEEDY FAMILIES
Program accomplishments
- YOUTH SERVICES Ages 6-18 High School Scholarships $15,000.00 benefited 10 persons - this program provides needed funds for books or dorm room for new college students. Kiwanis Key Club Activities Support $3,706.00 benefited some 500 plus persons - Key Club is a Kiwanis youth organization that teaches Service and LeadershipExpenses $19,698
- YOUNG CHILDREN PRIORITY ONE Age 0-5 Kiwanis Cal-Nev-Ha Foundation $2,900.00 benefited 500 persons - these funds are used in a variety of ways to support youth activities in many areas of our Region. Kiwanis International Foundation $1,000.00 benefited 500 persons -these funds are used in a variety of ways to support youth activities in many areas of our Region. Support Kiwanis Family House $2,540.00 benefited over 40000 persons - This facility supports families that have children in UC Davis Hospital so that families can be closer to their sick relativesExpenses $6,440
- COMMUNITY SERVICES Lodi Hospital Pediatric Program. $67.00 Coloring Books Toys and other materials are provided to 50 sick children in the hospital to help ease their fears. Student Leadership Program Support $3766.00.00 serving some 1,000 students teaching our youth the benefits of leadership. Student rewards Program. $752.00 We serve lunch to honor top scholastic achievers at local area schools 300 or more Center to support education programs. Salvation Army $1,300.00 to support Homeless parents with children. Some 250 families go through this program yearly. Lodi High School Students $1395.00 Deserving students 160 are rewarded for their hours of community service.Expenses $5,698
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-EZ on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-EZ on file |
IRS record
- EIN
- 45-5266295
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $92,290
- Income (IRS master file)
- $81,548
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | September 2025 | $51,305 | $44,411 | $92,290 | XML |
| 990-EZ | September 2024 | $42,398 | $46,307 | $85,396 | XML |
| 990-EZ | September 2023 | $85,718 | $79,791 | $89,305 | XML |
| 990-EZ | September 2022 | – | – | – | IRS |
| 990-EZ | September 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-5266295).
Questions about KIWANIS CLUB OF GREATER LODI FOUNNDATION
- What is the EIN of KIWANIS CLUB OF GREATER LODI FOUNNDATION?
- The employer identification number (EIN) of KIWANIS CLUB OF GREATER LODI FOUNNDATION is 45-5266295.
- Is KIWANIS CLUB OF GREATER LODI FOUNNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to KIWANIS CLUB OF GREATER LODI FOUNNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KIWANIS CLUB OF GREATER LODI FOUNNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KIWANIS CLUB OF GREATER LODI FOUNNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KIWANIS CLUB OF GREATER LODI FOUNNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended September 2025.
- Who are the officers and directors of KIWANIS CLUB OF GREATER LODI FOUNNDATION?
- The 990-EZ for the year ended September 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does KIWANIS CLUB OF GREATER LODI FOUNNDATION have?
- On its 990-EZ for the year ended September 30, 2025 it reported revenue of $51,305, expenses of $44,411 and total assets of $92,290 at year end.
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