Civic Intelligence

Loloma Foundation

990 • Fiscal year 2022 • EIN 04-3702334

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 09, 2023

549 Albion StreetSan Diego, CA 92106

(619) 224-8151

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

86th percentile

58%

Faster asset growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

1729%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$215,310

Up $78,611 (+58%) from 2021

Net Assets

Up

$215,310

Up $78,761 (+58%) from 2021

Liabilities

Down

$0

Down $150 (-100%) from 2021

Revenue

Up

$438,469

Up $414,499 (+1729%) from 2021

Expenses

Up

$359,708

Up $333,458 (+1270%) from 2021

Net Income

Up

$78,761

Up $81,041 (+3554%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $22,783Liabilities 2011: $0Net Assets 2011: $22,7832011Assets 2012: $49,333Liabilities 2012: $0Net Assets 2012: $49,3332012Assets 2013: $64,491Liabilities 2013: $546Net Assets 2013: $63,9452013Assets 2014: $80,492Liabilities 2014: $6,268Net Assets 2014: $74,2242014Assets 2015: $86,742Liabilities 2015: $14,984Net Assets 2015: $71,7582015Assets 2016: $81,495Liabilities 2016: $150Net Assets 2016: $81,3452016Assets 2017: $132,384Liabilities 2017: $4,679Net Assets 2017: $127,7052017Assets 2018: $98,390Liabilities 2018: $3,827Net Assets 2018: $94,5632018Assets 2019: $122,489Liabilities 2019: $2,425Net Assets 2019: $120,0642019Assets 2020: $138,829Liabilities 2020: $0Net Assets 2020: $138,8292020Assets 2021: $136,699Liabilities 2021: $150Net Assets 2021: $136,5492021Assets 2022: $215,310Liabilities 2022: $0Net Assets 2022: $215,3102022Assets 2023: $165,392Liabilities 2023: $0Net Assets 2023: $165,3922023Assets 2024: $122,280Liabilities 2024: $0Net Assets 2024: $122,2802024Assets 2025: $173,307Liabilities 2025: $5,000Net Assets 2025: $168,3072025

Highlighted filing

2022

Assets$215,310
Liabilities$0
Net Assets$215,310

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $714,537Expenses 2011: $730,451Net Income 2011: -$15,9142011Revenue 2012: $1,454,638Expenses 2012: $1,428,088Net Income 2012: $26,5502012Revenue 2013: $856,473Expenses 2013: $841,861Net Income 2013: $14,6122013Revenue 2014: $400,035Expenses 2014: $389,756Net Income 2014: $10,2792014Revenue 2015: $616,340Expenses 2015: $618,806Net Income 2015: -$2,4662015Revenue 2016: $702,097Expenses 2016: $692,510Net Income 2016: $9,5872016Revenue 2017: $1,832,403Expenses 2017: $1,786,194Net Income 2017: $46,2092017Revenue 2018: $899,895Expenses 2018: $933,037Net Income 2018: -$33,1422018Revenue 2019: $715,472Expenses 2019: $689,971Net Income 2019: $25,5012019Revenue 2020: $781,706Expenses 2020: $762,941Net Income 2020: $18,7652020Revenue 2021: $23,970Expenses 2021: $26,250Net Income 2021: -$2,2802021Revenue 2022: $438,469Expenses 2022: $359,708Net Income 2022: $78,7612022Revenue 2023: $573,793Expenses 2023: $623,745Net Income 2023: -$49,9522023Revenue 2024: $384,655Expenses 2024: $427,767Net Income 2024: -$43,1122024Revenue 2025: $293,066Expenses 2025: $247,039Net Income 2025: $46,0272025

Highlighted filing

2022

Revenue$438,469
Expenses$359,708
Net Income$78,761
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 9, 2023
Return Version
2022v4.1
Gross Receipts
$438,469
Mission and Program Overview

Mission

Medical care & medical education in the Pacific Islands.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$136,549$215,310▲ $78,761
Cash and Non-Interest-Bearing Accounts$135,052$197,631▲ $62,579
Land, Buildings, and Equipment, Net$1,647$17,679▲ $16,032
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$136,699$215,310▲ $78,611
Other Assets Total-$0-
Liabilities
Other Liabilities$150--
Total Liabilities$150$0▼ $150
Net Assets / Fund Balance
Total Net Assets Fund Balance$136,549$215,310▲ $78,761
Total Liabilities and Net Assets / Fund Balance$136,699$215,310▲ $78,611

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,679$16,370$34,049
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$438,469
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$438,469
Change in Net Assets
$78,761

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies2$239,229Cost
Total Noncash Contributions2$239,229-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$249,229
Other Expenses$110,479
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$249,229--$249,229
Travel$73,800--$73,800
All Other Expenses$3,079$5,351-$8,430
Depreciation Depletion-$4,832-$4,832
Insurance-$3,473-$3,473
Other Expenses$2,609$2,929-$2,609
Office Expenses-$2,530-$2,530
Interest-$197-$197
Total Functional Expenses$340,396$19,312$0$359,708
International Activity

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Organization's treasurer reviews form 990 and schedules before signing and filing the form with the appropriate taxing authorities. Organization's officers are able to review the forms upon request.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and internally prepared financial statements are available for inspection by members of the public at the organization's office upon request.

Filing and Contact Details

Filer

Filer Name
Loloma Foundation
EIN
04-3702334
Phone
6192248151
Address
549 Albion Street, San Diego, CA 92106

Signing Officer

Name
P Lance Hendricks MD
Title
President
Signed
2023-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
P Lance Hendricks MD
Formed
2003
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Pieters and Associates
Address
409 Camino del Rio S Suite 305, San Diego, CA 92108
Preparer
John Pieters
Phone
6192829050
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02859512
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0438469
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0781706
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0715472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0899895
IRS990ScheduleA/Total509Grp/TotalAmt02859512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0438469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0781706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0715472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0899895
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02859512
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt017679
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016370
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt034049
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017679
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignIndividualsGrantsGrp/DescriptionOfNonCashAsstTxt0Medical Supplies
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0ELECTRONIC
IRS990ScheduleF/ForeignIndividualsGrantsGrp/NonCashAssistanceAmt0239229
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0Fiji & Soloman Islands
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0Medical Assistance & Supplies
IRS990ScheduleF/ForeignIndividualsGrantsGrp/ValuationMethodUsedDesc0Cost
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/ContributionCnt02
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/MethodOfDeterminingRevenuesTxt0Cost
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/NonCashCheckboxInd0X
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/NoncashContributionsRptF990Amt0239229
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S TREASURER REVIEWS FORM 990 AND SCHEDULES BEFORE SIGNING AND FILING THE FORM WITH THE APPROPRIATE TAXING AUTHORITIES. ORGANIZATION'S OFFICERS ARE ABLE TO REVIEW THE FORMS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND INTERNALLY PREPARED FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION BY MEMBERS OF THE PUBLIC AT THE ORGANIZATION'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0136699
IRS990/TotalAssetsEOYAmt0215310
IRS990/TotalAssetsGrp/BOYAmt0136699
IRS990/TotalAssetsGrp/EOYAmt0215310
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0438469
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019312
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0340396
IRS990/TotalFunctionalExpensesGrp/TotalAmt0359708
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0150
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0150
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0136549
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0215310
IRS990/TotalProgramServiceExpensesAmt0340396
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0438469
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0136699
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0215310
IRS990/TravelGrp/ProgramServicesAmt073800
IRS990/TravelGrp/TotalAmt073800
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0549 Albion Street
IRS990/USAddress/CityNm0San Diego
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0921063209
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.lolomafoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0P Lance Hendricks MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Loloma Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LOLO
ReturnHeader/Filer/EIN0043702334
ReturnHeader/Filer/PhoneNum06192248151
ReturnHeader/Filer/USAddress/AddressLine1Txt0549 Albion Street
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953875829

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.17$0.29$0.25$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.38$0.43$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.57$0.62$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.44$0.36$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.02$0.03$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.78$0.76$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.72$0.69$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.09$0.90$0.93$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.83$1.79$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.70$0.69$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.01$0.07$0.62$0.62$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.01$0.07$0.40$0.39$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.86$0.84$0.01
2012Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$1.45$1.43$0.03
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.71$0.73$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits