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Lodi Public Library Foundation FY2024 filing

Tax-deductible

Lodi, CA501(c)(3)Education EIN 68-0438028Revenue $110K in FY2024

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.
61¢ 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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FY2024 · 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
61%
of spending
Worth a look: 61% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
45 mo
of spending, in cash
Looks good: 45.0 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
$192
0.03% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$110K
+32% vs prior year
Spent
$79K
To programs
61%
Net assets
$592K
By yearFY2020–FY2025
Revenue
$110K
FY2024▲ +32%
Tap a bar for its year
Revenue by fiscal year
FY2020$74K
FY2021$92K
FY2023$83K
FY2024$110K
FY2025$1.1M
Expenses
$79K
FY2024▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$36K
FY2021$23K
FY2023$89K
FY2024$79K
FY2025$67K
Net assets
$592K
FY2024▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$516K
FY2021$586K
FY2023$561K
FY2024$592K
FY2025$1.6M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 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

61 cents of each dollar spent went to programs.

Program services 61% · $48K Management & general 26% · $21K Fundraising 13% · $10K

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

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
Mona Shulman
Vice Preside
$0Pt VII · Sec A
Arlene Farley
Secretary
$0Pt VII · Sec A
Nancy Potts
Correspondin
$0Pt VII · Sec A
Radhika Rao
Director
$0Pt VII · Sec A
$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 · $48K · in their own filed words · FY2023
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.

$48Kprogram 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 FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$110K
Ln 12
Gifts and grantsLn 1h$71K
Investment incomeLn 3$35K
Other incomeLn 4–11$4K
Money outPt IX
$79K
Ln 25
Programscol B$48K
Managementcol C$21K
Fundraisingcol D$10K
Owns and owesPt X
$592K
net assets · Ln 32
Cash and savingsLn 1–2$298K
Total assetsLn 16$592K
LiabilitiesLn 26$192
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$71K
Fundraising eventsLn 1c$4K
Investment incomeLn 3$35K
Other incomeLn 4–11$4K
Total revenueLn 12$110K
Assets in detailPt X, end of year
CashLn 1$159K
SavingsLn 2$139K
Cash and savings togetherLn 1–2$298K
InvestmentsLn 11–13$293K
Land, buildings, equipmentLn 10c$1K
Total assetsLn 16$592K
LiabilitiesLn 26$192
Net assetsLn 32$592K
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 FY24End FY24
Cash and savingsLn 1–2$325K$298K
InvestmentsLn 11–13$234K$293K
Land, buildings, equipmentLn 10c$1K$1K
Total assetsLn 16$561K$592K
LiabilitiesLn 26$193$192
Net assetsLn 32$561K$592K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$24K$6K$12K$6K
Payroll taxesLn 10$2K$499$999$500
Investment management feesLn 11f$3K$642$1K$643
Office expensesLn 13$4K$1K$2K$1K
Depreciation, depletion and amortizationLn 22$342$342
InsuranceLn 23$2K$446$893$447
Other expenses (24a–d)Ln 24$44K$39K$3K$2K
All other expensesLn 24e$129$129
Total functional expensesLn 25$79K$48K$21K$10K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.1M$67K$1.0M$1.6M 990 PDF
FY2024 Viewing $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 $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 FY2024 990 (6 parts)
Part I · Summary $110,151 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $51,440$71,097
I-9 Program service revenue$0
I-10 Investment incomePrior year $19,475$35,089
I-11 Other revenuePrior year $12,295$3,965
I-12 Total revenuePrior year $83,210$110,151
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $25,390$26,484
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $63,779$52,907
I-18 Total expensesPrior year $89,169$79,391
I-19 Revenue less expensesPrior year −$5,959$30,760
Part VI · Governance 6 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
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 $110,151 across 7 lines filed
VIII-1c Fundraising events$4,465
VIII-1f All other contributions, gifts and grants$66,632
VIII-1h Total contributions, gifts and grants$71,097
VIII-3 Investment incomeExcluded from tax $35,089$35,089
VIII-8 Net income from fundraising eventsExcluded from tax $3,963$3,963
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2$2
VIII-12 Total revenueRelated to mission $2 · Excluded from tax $39,052$110,151
Part IX · Statement of functional expenses $79,391 across 8 lines filed
IX-7 Other salaries and wagesPrograms $6,121 · Management $12,243 · Fundraising $6,122$24,486
IX-10 Payroll taxesPrograms $499 · Management $999 · Fundraising $500$1,998
IX-11f Investment management feesPrograms $642 · Management $1,285 · Fundraising $643$2,570
IX-13 Office expensesPrograms $1,097 · Management $2,198 · Fundraising $1,101$4,396
IX-22 Depreciation, depletion and amortizationPrograms $342$342
IX-23 InsurancePrograms $446 · Management $893 · Fundraising $447$1,786
IX-24 Other expenses (24a–d)Programs $39,169 · Management $3,010 · Fundraising $1,505$43,684
IX-24e All other expensesManagement $129$129
IX-25 Total functional expensesPrograms $48,316 · Management $20,757 · Fundraising $10,318$79,391
Part X · Balance sheet $591,724 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $156,132$158,563
X-2 Savings and temporary cash investmentsStart of year $168,987$139,309
X-10c Land, buildings and equipment, netStart of year $1,425$1,083
X-11 Publicly traded securitiesStart of year $234,420$292,769
X-16 Total assetsStart of year $560,964$591,724
X-17 Accounts payable and accrued expensesStart of year $193$192
X-26 Total liabilitiesStart of year $193$192
X-27 Net assets without donor restrictionsStart of year $247,958$229,869
X-28 Net assets with donor restrictionsStart of year $312,813$361,663
X-32 Total net assets or fund balancesStart of year $560,771$591,532
X-33 Total liabilities and net assetsStart of year $560,964$591,724
Part XI · Reconciliation of net assets $591,532 net assets at year end
XI-1 Total revenue$110,151
XI-2 Total expenses$79,391
XI-3 Revenue less expenses$30,760
XI-4 Net assets at start of year$560,771
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$591,532

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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