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Lodi Public Library Foundation FY2020 filing

Tax-deductible

Lodi, CA501(c)(3)EducationEIN 68-0438028Revenue $74K in FY2020

On file with the IRSlodilibraryfoundation.org201 W Locust St, 95240-2013 · Lodi, CATax-exempt since Dec 1999Publicly supported charity — 170(b)(1)(A)(vi)

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Public Library support services.

501(c)(3) charity; gifts are tax-deductible.
38¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $231K a year · 80% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
38%
of spending
Concern: 38% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
109 mo
of spending, in cash
Looks good: 108.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $6K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$454
0.09% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$74K
Spent
$36K
To programs
38%
Net assets
$516K
By yearFY2020–FY2025
Revenue
$74K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$74K
FY2021$92K
FY2023$83K
FY2024$110K
FY2025$1.1M
Expenses
$36K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$36K
FY2021$23K
FY2023$89K
FY2024$79K
FY2025$67K
Net assets
$516K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$516K
FY2021$586K
FY2023$561K
FY2024$592K
FY2025$1.6M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

38 cents of each dollar spent went to programs.

Program services 38% · $14K Management & general 42% · $15K Fundraising 21% · $8K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Nancy Potts
President
$0Pt VII · Sec A
Radhika Rao
Vice Preside
$0Pt VII · Sec A
Stacey Smith
Treasurer
$0Pt VII · Sec A
Arlene Farley
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Kelly Nimtz
Director
$0Pt VII · Sec A
Mona Shulman
Director
$0Pt VII · Sec A
See Lodi Public Library Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports public libraries with resources and services.

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Provided by the organization

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1 program · $14K · in their own filed words · FY2019
01

The foundation was created to supplement and support library and information services provided by the lodi public library. The foundation's primary activities are as follows: 1. Facilitate educational activities developed by the lodi public library director and staff to promote community support of the library. 2.

$14Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Fidelity Investments Charitable Gift FundFY2024$6K
Total grants receivedfrom 1 funder$6K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$74K
Ln 12
Gifts and grantsLn 1h$39K
Other incomeLn 4–11$34K
Investment incomeLn 3$1K
Money outPt IX
$36K
Ln 25
Programscol B$14K
Managementcol C$15K
Fundraisingcol D$8K
Owns and owesPt X
$516K
net assets · Ln 32
Cash and savingsLn 1–2$330K
Total assetsLn 16$516K
LiabilitiesLn 26$454
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$39K
Investment incomeLn 3$1K
Other incomeLn 4–11$34K
Total revenueLn 12$74K
Assets in detailPt X, end of year
CashLn 1$145K
SavingsLn 2$185K
Cash and savings togetherLn 1–2$330K
InvestmentsLn 11–13$186K
Total assetsLn 16$516K
LiabilitiesLn 26$454
Net assetsLn 32$516K
OperationsPt I, VI
EmployeesI 51
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$292K$330K
InvestmentsLn 11–13$187K$186K
Total assetsLn 16$479K$516K
LiabilitiesLn 26$763$454
Net assetsLn 32$478K$516K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$17K$4K$9K$4K
Payroll taxesLn 10$2K$405$810$405
Investment management feesLn 11f$2K$464$929$464
Office expensesLn 13$4K$1K$2K$1K
InsuranceLn 23$2K$410$821$410
Other expenses (24a–d)Ln 24$10K$7K$2K$904
All other expensesLn 24e$115$20$75$20
Total functional expensesLn 25$36K$14K$15K$8K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.1M$67K$1.0M$1.6M 990 PDF
FY2024 $110K$79K$31K$592K 990 PDF
FY2023 $83K$89K−$6K$561K 990 PDF
FY2022 Not on file
FY2021 $92K$23K$70K$586K 990 PDF
FY2020 Viewing $74K$36K$38K$516K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $73,834 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $36,699$38,798
I-9 Program service revenue$0
I-10 Investment incomePrior year $7,608$1,434
I-11 Other revenuePrior year $36,976$33,602
I-12 Total revenuePrior year $81,283$73,834
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $23,143$18,913
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $72,838$17,412
I-18 Total expensesPrior year $95,981$36,325
I-19 Revenue less expensesPrior year −$14,698$37,509
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $73,834 across 5 lines filed
VIII-1f All other contributions, gifts and grants$38,798
VIII-1h Total contributions, gifts and grants$38,798
VIII-3 Investment incomeExcluded from tax $1,434$1,434
VIII-8 Net income from fundraising eventsExcluded from tax $33,602$33,602
VIII-12 Total revenueExcluded from tax $35,036$73,834
Part IX · Statement of functional expenses $36,325 across 7 lines filed
IX-7 Other salaries and wagesPrograms $4,323 · Management $8,647 · Fundraising $4,323$17,293
IX-10 Payroll taxesPrograms $405 · Management $810 · Fundraising $405$1,620
IX-11f Investment management feesPrograms $464 · Management $929 · Fundraising $464$1,857
IX-13 Office expensesPrograms $1,003 · Management $2,010 · Fundraising $1,005$4,018
IX-23 InsurancePrograms $410 · Management $821 · Fundraising $410$1,641
IX-24 Other expenses (24a–d)Programs $7,068 · Management $1,809 · Fundraising $904$9,781
IX-24e All other expensesPrograms $20 · Management $75 · Fundraising $20$115
IX-25 Total functional expensesPrograms $13,693 · Management $15,101 · Fundraising $7,531$36,325
Part X · Balance sheet $516,316 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $132,244$144,814
X-2 Savings and temporary cash investmentsStart of year $159,852$184,967
X-9 Prepaid expenses and deferred charges$59
X-11 Publicly traded securitiesStart of year $187,020$186,476
X-16 Total assetsStart of year $479,116$516,316
X-17 Accounts payable and accrued expensesStart of year $763$454
X-26 Total liabilitiesStart of year $763$454
X-27 Net assets without donor restrictionsStart of year $227,330$250,170
X-28 Net assets with donor restrictionsStart of year $251,023$265,692
X-32 Total net assets or fund balancesStart of year $478,353$515,862
X-33 Total liabilities and net assetsStart of year $479,116$516,316
Part XI · Reconciliation of net assets $515,862 net assets at year end
XI-1 Total revenue$73,834
XI-2 Total expenses$36,325
XI-3 Revenue less expenses$37,509
XI-4 Net assets at start of year$478,353
XI-10 Net assets at end of year$515,862

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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