Civic Intelligence

George Lopez Foundation

990 • Fiscal year 2020 • EIN 27-1434363

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 24, 2021

21731 Ventura Blvd Ste 300Woodland Hills, CA 91364

(818) 986-9095

Siviq Scores

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

Liabilities / Assets

56th percentile

0.08x

Higher debt load relative to assets than 56% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.07x

Higher debt load relative to revenue than 53% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

70th percentile

19%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$142,536

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

78th percentile

37%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-31%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$444,079

Up $120,664 (+37%) from 2019

Net Assets

Up

$408,937

Up $91,350 (+29%) from 2019

Liabilities

Up

$35,142

Up $29,314 (+503%) from 2019

Revenue

Down

$469,336

Down $208,982 (-31%) from 2019

Expenses

Down

$377,986

Down $129,941 (-26%) from 2019

Net Income

Down

$91,350

Down $79,041 (-46%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $58,132Liabilities 2013: $891Net Assets 2013: $57,2412013Assets 2014: $95,060Liabilities 2014: $0Net Assets 2014: $95,0602014Assets 2016: $98,839Liabilities 2016: $4,019Net Assets 2016: $94,8202016Assets 2017: $99,910Liabilities 2017: $4,405Net Assets 2017: $95,5052017Assets 2018: $151,400Liabilities 2018: $4,204Net Assets 2018: $147,1962018Assets 2019: $323,415Liabilities 2019: $5,828Net Assets 2019: $317,5872019Assets 2020: $444,079Liabilities 2020: $35,142Net Assets 2020: $408,9372020Assets 2021: $657,573Liabilities 2021: $29,826Net Assets 2021: $627,7472021Assets 2022: $910,759Liabilities 2022: $5,070Net Assets 2022: $905,6892022Assets 2023: $906,747Liabilities 2023: $0Net Assets 2023: $906,7472023Assets 2024: $641,186Liabilities 2024: $9,343Net Assets 2024: $631,8432024

Highlighted filing

2020

Assets$444,079
Liabilities$35,142
Net Assets$408,937

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2013: $375,501Expenses 2013: $364,468Net Income 2013: $11,0332013Revenue 2014: $506,599Expenses 2014: $468,780Net Income 2014: $37,8192014Revenue 2016: $538,158Expenses 2016: $556,876Net Income 2016: -$18,7182016Revenue 2017: $590,397Expenses 2017: $589,712Net Income 2017: $6852017Revenue 2018: $641,016Expenses 2018: $589,325Net Income 2018: $51,6912018Revenue 2019: $678,318Expenses 2019: $507,927Net Income 2019: $170,3912019Revenue 2020: $469,336Expenses 2020: $377,986Net Income 2020: $91,3502020Revenue 2021: $673,154Expenses 2021: $454,344Net Income 2021: $218,8102021Revenue 2022: $846,603Expenses 2022: $568,661Net Income 2022: $277,9422022Revenue 2023: $607,106Expenses 2023: $606,048Net Income 2023: $1,0582023Revenue 2024: $288,848Expenses 2024: $563,752Net Income 2024: -$274,9042024

Highlighted filing

2020

Revenue$469,336
Expenses$377,986
Net Income$91,350
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 24, 2021
Return Version
2020v4.1
Gross Receipts
$588,127
Mission and Program Overview

Mission

Our mission is to create positive, permanent change for underprivileged children, adults and military families confronting challenges in education and health, as well as increasing community awareness about kidney disease and organ donation.

SEE PAGE 2

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$319,128$438,715▲ $119,587
Land, Buildings, and Equipment, Net$2,287$3,364▲ $1,077
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$323,415$444,079▲ $120,664
Other Assets Total$2,000$2,000→ $0
Liabilities
Unsecured Notes Loans Payable$0$32,020▲ $32,020
Accounts Payable and Accrued Expenses$5,828$3,122▼ $2,706
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,828$35,142▲ $29,314
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$317,587$408,937▲ $91,350
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$317,587$408,937▲ $91,350
Total Liabilities and Net Assets / Fund Balance$323,415$444,079▲ $120,664

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,124$18,309$20,433
Other Land Buildings$1,240$4,347$5,587
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda SmallExecutive Director/secretaryFT$142,536$142,536

Board Members and Trustees

NameTitle
George LopezPresident
Larry KohlDirector
Laura LaroccaDirector
Michael G WilsonDirector
Nick NuciforoDirector
Robert RomanDirector
Stacey KohlDirector
Dr Lilly BarbaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$569,165
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-99,829
All Other Contributions
$222,390
Change in Net Assets
$91,350

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table58$116,322Fair Market Value (FMV)
Total Noncash Contributions58$116,322-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$189,330
Other Expenses$124,998
Grants and Similar Amounts Paid$63,658
Total Fundraising Expense$15,434
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$92,648$42,761$7,127$142,536
Office Expenses$22,911$10,521$1,754$35,186
Grants to Domestic Individuals$32,934--$32,934
Grants to Domestic Orgs$30,724--$30,724
Fees for Services Management$19,201$8,862$1,477$29,540
Fees for Services Other$12,408$5,727$954$19,089
Other Salaries and Wages$11,245$5,190$865$17,300
Other Employee Benefits$11,063$5,106$851$17,020
Information Technology$8,670$4,002$667$13,339
Payroll Taxes$8,108$3,742$624$12,474
Travel$5,198$2,399$400$7,997
Insurance$4,806$2,218$370$7,394
Advertising$3,529$1,629$271$5,429
Fees for Services Accounting-$4,570-$4,570
Depreciation Depletion$957$442$74$1,473
Other Expenses$516--$516
Total Functional Expenses$265,383$97,169$15,434$377,986
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Painted TurtleLake Hughes, CA501(c)(3)Camp Fees$10,000
San Fernando ElementarySan Fernando, CA501(c)(3)Holiday Toy Drive-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$118,791
Fundraising Gross Income$18,962
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Comedy Show$365,737$18,962$1,009$17,953
Total Events$365,737$18,962$118,791$-99,829
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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 Policies Line 11B

Describe the process used by the organization to review the form 990: all board members review the form 990, questions are answered and the board votes to file the form 990 with the internal revenue serivce.

Form 990 Part VI Section B Policies Line 12C

Describe how the organization annually monitors compliance with their conflict of interest policy: all board members sign a conflict of interest and annually will review the conflict of interest by completing a questionaire.

Form 990 Part VI Section B Policies Line 15B

Describe the compensation of the executive director: the organization uses guide star to survey salaries for executive directors in comparable size organizations. The board reviews the various salaries and makes a determination as to the level of salary for the executive director on an annual basis.

Form 990 Part VI Section A Governing Body and Management Line 2

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? Stacey kohl and larry kohl (both directors) are related by marriage.

Filing and Contact Details

Filer

Filer Name
George Lopez Foundation
EIN
27-1434363
In Care Of
% LINDA SMALL
Phone
8189869095
Address
21731 VENTURA BLVD STE 300, WOODLAND HILLS, CA 91364

Signing Officer

Name
Linda Small
Title
executive director
Phone
8189869095
Signed
2021-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Small
Formed
2009
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
2

Preparer

Firm
Frith-smith & Archibald Llp
Address
6355 TOPANGA CANYON BLVDSTE 400, WOODLAND HILLS, CA 91367
Phone
8187741500
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