Civic Intelligence

George Lopez Foundation

990 • Fiscal year 2021 • EIN 27-1434363

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 27, 2022

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

45th percentile

0.05x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.04x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

33%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$142,536

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

86th percentile

48%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

43%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$657,573

Up $213,494 (+48%) from 2020

Net Assets

Up

$627,747

Up $218,810 (+54%) from 2020

Liabilities

Down

$29,826

Down $5,316 (-15%) from 2020

Revenue

Up

$673,154

Up $203,818 (+43%) from 2020

Expenses

Up

$454,344

Up $76,358 (+20%) from 2020

Net Income

Up

$218,810

Up $127,460 (+140%) from 2020

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

2021

Assets$657,573
Liabilities$29,826
Net Assets$627,747

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

2021

Revenue$673,154
Expenses$454,344
Net Income$218,810
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 27, 2022
Return Version
2021v4.2
Gross Receipts
$1,065,880
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$438,715$653,239▲ $214,524
Land, Buildings, and Equipment, Net$3,364$2,334▼ $1,030
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$444,079$657,573▲ $213,494
Other Assets Total$2,000$2,000→ $0
Liabilities
Unsecured Notes Loans Payable$32,020$26,120▼ $5,900
Accounts Payable and Accrued Expenses$3,122$3,706▲ $584
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$35,142$29,826▼ $5,316
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$408,937$627,747▲ $218,810
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$408,937$627,747▲ $218,810
Total Liabilities and Net Assets / Fund Balance$444,079$657,573▲ $213,494

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,614$18,819$20,433
Other Land Buildings$720$4,867$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
$905,794
Program Service Revenue
$0
Investment Income
$34
Other Revenue
$-232,674
All Other Contributions
$84,831
Change in Net Assets
$218,810

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 Table74$102,486Fair Market Value (FMV)
Total Noncash Contributions74$102,486-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$198,126
Other Expenses$174,025
Grants and Similar Amounts Paid$82,193
Total Fundraising Expense$18,431
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$92,648$42,761$7,127$142,536
Grants to Domestic Individuals$52,094--$52,094
Office Expenses$26,972$12,452$2,075$41,499
Advertising$26,474$12,219$2,036$40,729
Fees for Services Management$23,153$10,686$1,781$35,620
Grants to Domestic Orgs$30,099--$30,099
Other Salaries and Wages$16,392$7,566$1,261$25,219
Fees for Services Other$14,681$6,776$1,129$22,586
Other Employee Benefits$11,063$5,106$851$17,020
Payroll Taxes$8,678$4,005$668$13,351
Information Technology$8,655$3,995$666$13,316
Travel$5,646$2,606$434$8,686
Insurance$4,562$2,106$351$7,019
Fees for Services Accounting-$3,540-$3,540
Depreciation Depletion$670$308$52$1,030
Total Functional Expenses$321,787$114,126$18,431$454,344
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Fernando ElementarySan Fernando, CA501(c)(3)Holiday Toy Drive$10,000
Her TooCalabasas, CA501(c)(3)Bring Awareness for Breast Cancer-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$392,726
Fundraising Gross Income$159,925
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
golf fundraiser$933,868$159,925$85,444$74,481
Total Events$933,868$159,925$392,726$-232,801
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
2022-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Small
Formed
2009
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
20

Preparer

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