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LODI SPORTS FOUNDATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LODI SPORTS FOUNDATION (EIN 68-0368709)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201421359349202547
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T12:08:53-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941481988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWMAN & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 TRINITY PARKWAYSTE 310 | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 95219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680368709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LODI SPORTS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LODI | BusinessNameControlTxt |
| Phone | 2093294530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S FAIRMONT AVENUE | AddressLine1 |
| City | LODI | City |
| State | CA | State |
| ZIP Code | 95240 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PHILLIPS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2093294530 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL E PHELPS | PreparerPersonNm |
| PTIN | P00045985 | PTIN |
| Phone | 2094731040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Type Of Organization Other | FOUNDATION | TypeOfOrganizationOtherDesc |
| Gross Receipts | $69,742 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $44,826 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $30 | InvestmentIncomeAmt |
| Fundraising Gross Income | $24,886 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $5,684 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $19,202 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $64,058 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $300,000 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $40 | OtherExpensesTotalAmt |
| Total Expenses | $300,040 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$235,982 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $277,225 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $41,243 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,225 | BOYAmt |
| EOY | $41,243 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,225 | BOYAmt |
| EOY | $41,243 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,225 | BOYAmt |
| EOY | $41,243 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO SUPPORT SPORTING AND RECREATIONAL FACILITIES IN LODI AND TO ENCOURAGE AND PROMOTE THE PHILOSOPHY OF ORGANIZED SPORTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE ORGANIZATION FUNDED THE CONSTRUCTION OF A NEW TRACK AND FIELD FOR LODI HIGH SCHOOL. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $300,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $300,000 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $300,000 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DAVID PHILLIPS | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| DAN PHELPS | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| DENISE WOODS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CYNDI OLAGARY | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JILL DE HERRERA | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT WINTERHALTER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER CURL | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S FAIRMONT AVENUE | AddressLine1 |
| City | LODI | City |
| State | CA | State |
| ZIP Code | 95240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2093294530 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $146,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,826 | CurrentTaxYearAmt |
| Total | $261,722 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $38,159 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,886 | CurrentTaxYearAmt |
| Total | $96,017 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $184,599 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,712 | CurrentTaxYearAmt |
| Total | $357,739 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $24,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,500 | CurrentTaxYearAmt |
| Total | $53,170 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,741 | CurrentTaxYearAmt |
| Total | $40,188 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $32,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,241 | CurrentTaxYearAmt |
| Total | $93,358 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $264,381 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30 | CurrentTaxYearAmt |
| Total | $136 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30 | CurrentTaxYearAmt |
| Total | $136 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,742 | CurrentTaxYearAmt |
| Total | $357,875 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.73880 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91050 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WOMBLE RUMBLE | NameOfEvent1Amt |
| Gross Receipts Event1 | $10,340 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $100 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,240 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,034 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $500 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,150 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | PIETRO'S DINNER | NameOfEvent2Amt |
| Gross Receipts Event2 | $12,580 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $75 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $12,505 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,000 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,141 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $2,141 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $25,061 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $175 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,886 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,034 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $500 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,150 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,684 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,202 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 30. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: FUND TRACK AND FIELD CONSTRUCTION. GRANTEE NAME: LODI UNIFIED SCHOOL DISTRICT. GRANTEE ADDRESS: 1305 E VINE ST LODI, CA 95240. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/20/13. AMOUNT GIVEN: 300,000. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE EXPENSE. AMOUNT: 5. DESCRIPTION: FILING FEES. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 40. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |