LODI SPORTS FOUNDATION: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LODI SPORTS FOUNDATION (EIN 68-0368709)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201211359349203901
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-14T18:25:00-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941481988 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWMAN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680368709 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LODI SPORTS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LODI | NameControl |
| Phone | 2093294530 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID PHILLIPS | Name |
| Title | PRESIDENT | Title |
| Phone | 2093294530 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL E PHELPS | Name |
| PTIN | P00045985 | PTIN |
| Phone | 2094731040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 184605 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 146440 | ContributionsGiftsGrantsEtc |
| Investment Income | 6 | InvestmentIncome |
| Fundraising Gross Income | 35415 | FundraisingGrossIncome |
| Special Events Direct Expenses | 5215 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 30200 | SpecialEventsNetIncomeLoss |
| Gross Sales Of Inventory | 2744 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1512 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 1232 | GroProfitLossSalesOfInventory |
| Total Revenue | 177878 | TotalRevenue |
| Other Expenses Total | 579 | OtherExpensesTotal |
| Total Expenses | 579 | TotalExpenses |
| Excess Or Deficit For Year | 177299 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 3638 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 180937 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3638 | BOY |
| EOY | 180937 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3638 | BOY |
| EOY | 180937 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3638 | BOY |
| EOY | 180937 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO SUPPORT SPORTING AND RECREATIONAL FACILITIES IN LODI AND TO ENCOURAGE AND PROMOTE THE PHILOSOPHY OF ORGANIZED SPORTS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | THE ORGANIZATION IS IN THE FUNDRAISING PHASE FOR THE CONSTRUCTION OF A NEW TRACK AND FIELD FOR LODI HIGH SCHOOL. THE CONSTRUCTION PHASE HAS NOT YET BEGUN. | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 0 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 0 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DAVID PHILLIPS | ||||||||
| 220 SOUTH FAIRMONT AVE | LODI | CA | 95240 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| DAN PHELPS | ||||||||
| 220 SOUTH FAIRMONT AVE | LODI | CA | 95240 | TREASURER | 2.00 | 0 | 0 | 0 |
| DENISE WOODS | ||||||||
| 220 SOUTH FAIRMONT AVE | LODI | CA | 95240 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| CYNDI OLAGARY | ||||||||
| 220 SOUTH FAIRMONT AVE | LODI | CA | 95240 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JILL DEHERRARA | ||||||||
| 220 SOUTH FAIRMONT AVE | LODI | CA | 95240 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| ROBERT WINTERHALTER | ||||||||
| 220 SOUTH FAIRMONT AVE | LODI | CA | 95240 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JENNIFER CURL | ||||||||
| 220 SOUTH FAIRMONT AVE | LODI | CA | 95240 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| Telephone Number | 2093294530 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 146440 | CurrentTaxYear |
| Total | 146440 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 38159 | CurrentTaxYear |
| Total | 38159 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 184599 | CurrentTaxYear |
| Total | 184599 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 24000 | CurrentTaxYear |
| Total | 24000 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 24000 | CurrentTaxYear |
| Total | 24000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 160599 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6 | CurrentTaxYear |
| Total | 14 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6 | CurrentTaxYear |
| Total | 14 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2 | CurrentTaxYearMinus1Year |
| Current Tax Year | 184605 | CurrentTaxYear |
| Total | 184613 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.86990 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00010 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WOMBLE RUMBLE | NameOfEvent1 |
| Gross Receipts Event1 | 16561 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 4500 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12061 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 3438 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 400 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 538 | OtherDirectExpensesEvent1 |
| Name Of Event2 | 24HR RELAY | NameOfEvent2 |
| Gross Receipts Event2 | 21546 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 2005 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 19541 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 276 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 3928 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 115 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 3813 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 563 | FoodAndBeverageOtherEvents |
| Gross Receipts Total | 42035 | GrossReceiptsTotal |
| Charitable Contributions Total | 6620 | CharitableContributionsTotal |
| Gross Revenue Total Events | 35415 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 3438 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 400 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 563 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 814 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 5215 | DirectExpenseSummaryEvents |
| Net Income Summary | 30200 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INTEREST INCOME 6.. |
| INCOME FROM SALES OF INVENTORY | FORM 990-EZ, PART I, LINE 7 | INCOME: GROSS RECEIPTS: 2,744. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 1,512. GROSS PROFIT: 1,232. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 1,512. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 1,512. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: OFFICE EXPENSE. AMOUNT: 579. |
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. | Declaration |
Comments