Nonprofit · EIN 81-4691752
LODI COMMUNITY FOUNDATION INC
Tax-exempt · LODI, CA 95242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,161,624 | $50,487 | $1,111,137 | $1,214,702 | $0 | $1,214,702 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,090,052
- Program service revenue
- $38,196
- Investment income
- $33,376
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $30,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $41,869
- Management and general (functional)
- $8,618
Balance sheet and other
- Total assets, start of year
- $102,298
- Total assets, end of year
- $1,214,702
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,214,702
- Net assets without donor restrictions
- $63,623
- Net assets with donor restrictions
- $1,151,079
- Gross receipts
- $1,161,624
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2016
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUIS PONICK | BOARD MEMBER Trustee or director | 0 | $0 |
| MEGHAN GALARNEAU | BOARD MEMBER Trustee or director | 0 | $0 |
| CORIE STEWART | BOARD MEMBER Trustee or director | 0 | $0 |
| TRENT DIEHL | BOARD MEMBER Trustee or director | 0 | $0 |
| CHRISTINE FRANKLIN | BOARD MEMBER Trustee or director | 0 | $0 |
| SABRINA SCHWIESS-COE | BOARD MEMBER Trustee or director | 0 | $0 |
| JOHN LEDBETTER | PRESIDENT Officer | 0 | $0 |
| DANIEL CASTILLO | SECRETARY Officer | 0 | $0 |
| DREW STROUD | TREASURER Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 W LODI AVE, LODI, CA 95242-3000
- Mailing address (990-N for 2023)
- PO Box 1327, Lodi CA 95241
- Principal officer (990 for 2024)
- LOUIS PONICK, 1300 W LODI AVE, LODI, CA 95242
- Principal officer (990-N for 2023)
- John Ledbetter, PO Box 1327, Lodi CA 95241
- Signed the 990
- LOUIS PONICK, CEO
- Phone
- (209) 366-1222
- Return prepared by
- KEMPER CPA GROUP LLP
Mission
TO ADVOCATE AND FACILITATE CHARITABLE GIVING TO CREATE LASTING LEGACIES THAT BUILD A STRONG LODI COMMUNITY.
Program accomplishments
- BOARD -DIRECTED GRANT PROGRAM - GRANTS WERE ISSUED TO EIGHT LOCAL NONPROFITS ORGANIZATIONS SERVING RESIDENTS OF THE LODI AREA. IN ADDITION THE BOARD AWARDED MATCHING GRANTS TO NINE LOCAL NONPROFIT ORGANIZATIONS AS PART OF THE ANNUAL 209GIVES DAY OF GIVING CAMPAIGN.Expenses $30,000 · grants $30,000
- WE CO-HOSTED AN ANNUAL COMMUNITY PHILANTHROPY SUMMIT, A HALF-DAY PROFESSIONAL DEVEOPMENT EVENT DESIGNED TO PROVIDE EDUCATION AND INSIGHTS ON CURRENT PHILANTHROPIC TOPICS TO LOCAL NONPROFIT LEADERS, DONORS AND PROFESSIONAL ADVISORS ENGAGED IN CHARITABLE WORK. ALSO, HOSTED EVENTS FOR OUR STAKEHOLDERS, DONORS AND GUEST TO THANK THEM FOR THEIR CHARITABLE WORK, ENCOURAGE, AND BUILD LASTING RELATIONSHIPS.Expenses $11,869 · revenue $9,000
- LODI COMMUNITY FOUNDATION AWARDED MORE THAN 60 GRANTS AND SCHOLARSHIPS THROUGH ITS ASSETS UNDER MANAGEMENT TOTALING OVER $137,000. TO SUPPORT A WIDE RANGE OF CHARITABLE CAUSES.revenue $42,227
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 81-4691752
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,214,702
- Income (IRS master file)
- $1,161,624
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990-N for 2023 Officer: John Ledbetter | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LODI COMMUNITY FOUNDATION INC
- What is the EIN of LODI COMMUNITY FOUNDATION INC?
- The employer identification number (EIN) of LODI COMMUNITY FOUNDATION INC is 81-4691752.
- Is LODI COMMUNITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to LODI COMMUNITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LODI COMMUNITY FOUNDATION 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 COMMUNITY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LODI COMMUNITY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LODI COMMUNITY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names LOUIS PONICK.
- Who are the officers and directors of LODI COMMUNITY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does LODI COMMUNITY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,161,624, expenses of $50,487 and total assets of $1,214,702 at year end.
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All nonprofits in LODI · California · Philanthropy, voluntarism and grantmaking foundations