Nonprofit · EIN 68-0182336
LODI HISTORICAL SOCIETY INC
Tax-exempt · LODI, CA 95241
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ (amended) | $60,577 | $81,293 | -$20,716 | $300,533 | – | $300,533 |
| December 31, 2024 | 990-EZ | $135,436 | $40,215 | $95,221 | $321,249 | $0 | $321,249 |
| December 31, 2023 | 990-EZ | $183,576 | $14,709 | $168,867 | $226,228 | $0 | $226,228 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $49,219
- Membership dues
- $3,440
- Investment income
- $7,918
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,823
- Printing, publications and postage
- $1,086
- Other expenses
- $77,384
Balance sheet and other
- Total assets, start of year
- $321,249
- Total assets, end of year
- $300,533
- Total liabilities, end of year
- –
- Net assets, end of year
- $300,533
- Cash, savings and investments
- $300,533
- Gross receipts
- $60,577
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Jane East | President | 5 | $0 |
| Clare Bhakta | Treasurer | 5 | $0 |
| Susanne Benbrook | Secretary | 5 | $0 |
| Janice Roth | Membership | 3 | $0 |
| Judith Halstead | Publicity | 3 | $0 |
| Lynn Benbrook | Board Member | 2 | $0 |
| Elliott Adams | Board Member | 2 | $0 |
990-EZ for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY JANE EAST | PRESIDENT | 5 | $0 |
| MARTHA LIND | VICE PRESIDENT | 5 | $0 |
| SUSANNE BENBROOK | RECORDING SECRETARY | 3 | $0 |
| MARGARET FOLEY | TREASURER | 3 | $0 |
| JANICE ROTH | MEMBERSHIPCURATOR | 3 | $0 |
| JUDITH HALSTEAD | PUBLICITY | 3 | $0 |
| ALANE DASHNER | EDITOR-WEBMASTER | 3 | $0 |
| ELIOTT ADMAS | BOARD OF DIRECTORS | 2 | $0 |
| LYNN BENBROOK | BOARD OF DIRECTORS | 2 | $0 |
| GAEL TROUGHTON | BOARD OF DIRECTORS | 2 | $0 |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY JANE EAST | PRESIDENT | 0 | $0 |
| MARTHA LIND | VICE PRESIDENT | 0 | $0 |
| SUSANNE BENBROOK | RECORDING SECRETARY | 0 | $0 |
| MARGARET FOLEY | TREASURER | 0 | $0 |
| KATHLEEN SCHLENKER | CORRESPONDING SECRETARY | 0 | $0 |
| JANICE ROTH | MEMBERSHIPCURATOR | 0 | $0 |
| JUDITH HALSTEAD | PUBLICITY | 0 | $0 |
| ALANE DASHNER | EDITOR-WEBMASTER | 0 | $0 |
| ELIOTT ADMAS | BOARD OF DIRECTORS | 0 | $0 |
| LYNN BENBROOK | BOARD OF DIRECTORS | 0 | $0 |
| GAEL TROUGHTON | BOARD OF DIRECTORS | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 264, LODI, CA 95241-0264
- In care of
- % MARGARET FOLEY
- Mailing address (990-N for 2022)
- PO Box 264, Lodi CA 95241
- Principal officer (990-N for 2022)
- Mary Jane East, 105 S Crescent Ave, Lodi CA 95240
- Signed the 990-EZ
- Clare Bhakta, Treasurer
- Phone
- (510) 610-0241
- Return prepared by
- Gary L Woehl CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0182336 or by the name LODI HISTORICAL SOCIETY INC.
- 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
Preserve, Protect and Maintain City of Lodi History.
Program accomplishments
- Preserve, Protect and Maintain City of Lodi History.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 68-0182336
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $300,533
- Income (IRS master file)
- $60,577
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $60,577 | $81,293 | $300,533 | XML |
| 990-EZ | December 2024 | $135,436 | $40,215 | $321,249 | IRS |
| 990-EZ | December 2023 | $183,576 | $14,709 | $226,228 | XML |
| 990-N for 2022 Officer: Mary Jane East | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2021 Officer: Loren Perry | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Loren Perry | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Loren Perry | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 68-0182336).
Questions about LODI HISTORICAL SOCIETY INC
- What is the EIN of LODI HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of LODI HISTORICAL SOCIETY INC is 68-0182336.
- Is LODI HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to LODI HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LODI HISTORICAL SOCIETY INC 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 LODI HISTORICAL SOCIETY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LODI HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of LODI HISTORICAL SOCIETY INC?
- The 990-N for 2022 names Mary Jane East.
- Who are the officers and directors of LODI HISTORICAL SOCIETY INC?
- The 990-EZ for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LODI HISTORICAL SOCIETY INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $60,577, expenses of $81,293 and total assets of $300,533 at year end.
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