Civic Intelligence

Loma Portal Foundation

EIN 33-0874835 • 501(c)3 • San Diego, CA

Profile

To provide educational support and services for loma portal elementary school

3445 Midway Dr E428San Diego, CA 92110

www.sandiegounified.org/SCHOOLS/LOMA-PORTAL

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

65th percentile

7.4%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-48%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$190,788

Up $20,184 (+12%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$190,788

Up $20,184 (+12%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin76th percentile

Revenue

Up

$132,490

Up $28,543 (+27%) from 2024

Expenses

Down

$112,306

Down $65,986 (-37%) from 2024

Net Income

Up

$20,184

Up $94,529 (+127%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $23,664Liabilities 2011: $0Net Assets 2011: $23,6642011Assets 2012: $29,093Liabilities 2012: $0Net Assets 2012: $29,0932012Assets 2013: $50,948Liabilities 2013: $0Net Assets 2013: $50,9482013Assets 2014: $54,835Liabilities 2014: $0Net Assets 2014: $54,8352014Assets 2015: $125,524Liabilities 2015: $0Net Assets 2015: $125,5242015Assets 2016: $90,591Liabilities 2016: $0Net Assets 2016: $90,5912016Assets 2017: $203,023Liabilities 2017: $0Net Assets 2017: $203,0232017Assets 2018: $255,380Liabilities 2018: $0Net Assets 2018: $255,3802018Assets 2019: $261,954Liabilities 2019: $0Net Assets 2019: $261,9542019Assets 2020: $281,377Liabilities 2020: $0Net Assets 2020: $281,3772020Assets 2021: $275,390Net Assets 2021: $275,3902021Assets 2022: $282,704Net Assets 2022: $282,7042022Assets 2023: $244,949Net Assets 2023: $244,9492023Assets 2024: $170,604Net Assets 2024: $170,6042024Assets 2025: $190,788Net Assets 2025: $190,7882025

Highlighted filing

2025

Assets$190,788
Liabilities-
Net Assets$190,788
Open 2025 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $24,591Expenses 2011: $51,054Net Income 2011: -$26,4632011Revenue 2012: $43,499Expenses 2012: $38,070Net Income 2012: $5,4292012Revenue 2013: $42,429Expenses 2013: $20,574Net Income 2013: $21,8552013Revenue 2014: $37,628Expenses 2014: $33,741Net Income 2014: $3,8872014Revenue 2015: $90,057Expenses 2015: $46,894Net Income 2015: $43,1632015Revenue 2016: $55,003Expenses 2016: $89,936Net Income 2016: -$34,9332016Revenue 2017: $140,292Expenses 2017: $76,013Net Income 2017: $64,2792017Revenue 2018: $136,772Expenses 2018: $84,415Net Income 2018: $52,3572018Revenue 2019: $168,065Expenses 2019: $161,491Net Income 2019: $6,5742019Revenue 2020: $86,630Expenses 2020: $67,206Net Income 2020: $19,4242020Revenue 2021: $62,197Expenses 2021: $71,872Net Income 2021: -$9,6752021Revenue 2022: $104,438Expenses 2022: $97,124Net Income 2022: $7,3142022Revenue 2023: $107,200Expenses 2023: $144,955Net Income 2023: -$37,7552023Revenue 2024: $103,947Expenses 2024: $178,292Net Income 2024: -$74,3452024Revenue 2025: $132,490Expenses 2025: $112,306Net Income 2025: $20,1842025

Highlighted filing

2025

Revenue$132,490
Expenses$112,306
Net Income$20,184
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$190,788
Liabilities
-
Net assets
$190,788
Revenue
$132,490
Expenses
$112,306
Net income
$20,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.91$1.91$1.32$1.12$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.71$1.71$1.04$1.78$0.74
2023Detailed filing. Detailed filing data is available for this year.$2.45$2.45$1.07$1.45$0.38
2022Detailed filing. Detailed filing data is available for this year.$2.83$2.83$1.04$0.97$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.75$2.75$0.62$0.72$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.87$0.67$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$1.68$1.61$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.37$0.84$0.52
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.40$0.76$0.64
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.55$0.90$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.90$0.47$0.43
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.38$0.34$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.42$0.21$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.43$0.38$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.25$0.51$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 22, 2026
Return Version
2025v4.0
Gross Receipts
$199,053
Mission and Program Overview

Mission

To provide educational support and services for loma portal elementary school.

To provide educational support and services for loma portal elementary school

Program Services

DescriptionGrantsExpenses
PROMOTION OF THE WELFARE OF THE STUDENTS THROUGH ENRICHMENT OF THE LOMA PORTAL ELEMENTARY SCHOOL FACILITIES AND PROGRAMS. THE FOUNDATION PROVIDED FUNDS FOR TEACHER SUPPORT, REMIBURSEMENT FOR TEACHER SUPPLIES, AND DEVELOPMENT OF STEM LABS$0$107,487
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN CREIGHTONVice President-$0--
SARI HARTMANPresident-$0--
LAUREN SHEARERSecretary-$0--
NATALIA PERKINSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Loma Portal Foundation
EIN
33-0874835
Phone
6192231683
Address
3445 MIDWAY DR E428, SAN DIEGO, CA 92110

Signing Officer

Name
Sari Hartman
Title
President
Phone
6192231683
Signed
2026-01-22
Discuss with paid preparer
Yes

Preparer

Firm
FS Tax Group Inc
Address
3990 Old Town Ave Ste C305, San Diego, CA 92110
Preparer
Zachary Silides
Phone
8584616085
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“School/teacher support & supplies; direct expenses; loma portal elementary school: 3341 browning st, san diego, ca, 92106; na, 107487.”

Form 990EZ, Part I, Line 16

“MISC ADMIN EXPENSE 3436.”

Form 990EZ, Part I, Line 16

“INSURANCE 709.”

Raw XML Appendix167 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0NATALIA PERKINS
IRS990EZ/BooksInCareOfDetail/PhoneNum06192231683
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03445 MIDWAY DR E428
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0169773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0189957
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012321
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020184
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0674
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0170604
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0190788
IRS990EZ/FundraisingGrossIncomeAmt0186725
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0107487
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0199053
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0170604
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0190788
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0170604
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0190788
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBIN CREIGHTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARI HARTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREN SHEARER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATALIA PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0831
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0831
IRS990EZ/OtherExpensesTotalAmt04145
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR LOMA PORTAL ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0107487
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt066563
IRS990EZ/SpecialEventsNetIncomeLossAmt0120162
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0112306
IRS990EZ/TotalProgramServiceExpensesAmt0107487
IRS990EZ/TotalRevenueAmt0132490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SANDIEGOUNIFIED.ORG/SCHOOLS/LOMA-PORTAL
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATON HOLDS MONTHLY BOARD MEETINGS AND THE SCHOOLS PRINCIPAL ATTENDS ALL BOARD MEETINGS. THIS IS HOW THE FOUNDATOIN MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION PROVIDES FINANCIAL SUPPORT FOR LOMA PORTAL ELEMENTARY SCHOOL IN THE FORM OF FUNDING FOR TEACHER SUPPORT AND REIMBURSEMENT TO TEACHERS FOR CLASSROOM SUPPLIES. FUNDING IS ALSO PROVIDED FOR THE IMPROVMENT OF SCHOOL FACILITIES AND FOR VARIOUS SCHOOL ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt IV Sec D Ln 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Pt IV Sec C Ln 1
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0330874835
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0107487
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LOMA PORTAL ELEMETARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0107487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL/TEACHER SUPPORT & SUPPLIES; DIRECT EXPENSES; LOMA PORTAL ELEMENTARY SCHOOL: 3341 BROWNING ST, SAN DIEGO, CA, 92106; NA, 107487.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISC ADMIN EXPENSE 3436.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 709.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARI HARTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06192231683
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOMA PORTAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOMA
ReturnHeader/Filer/EIN0330874835
ReturnHeader/Filer/PhoneNum06192231683
ReturnHeader/Filer/USAddress/AddressLine1Txt03445 MIDWAY DR E428
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822260624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FS Tax Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03990 Old Town Ave Ste C305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092110
ReturnHeader/PreparerPersonGrp/PhoneNum08584616085
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACHARY SILIDES
ReturnHeader/ReturnTs02026-03-25T20:21:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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