Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Loma Portal Foundation
990EZ • Fiscal year 2018 • EIN 33-0874835
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
88th percentile
Higher net margin than 88% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
76th percentile
Faster asset growth than 76% of similar nonprofits.
Revenue Growth
44th percentile
Faster revenue growth than 44% of similar nonprofits.
Balance Sheet
Assets
Up$255,380
Up $52,357 (+26%) from 2017
Net Assets
Up$255,380
Up $52,357 (+26%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue And Expenses
Revenue
Down$136,772
Down $3,520 (-2.5%) from 2017
Expenses
Up$84,415
Up $8,402 (+11%) from 2017
Net Income
Down$52,357
Down $11,922 (-19%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Oct 4, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $188,801
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
| Description | Grants | Expenses |
|---|---|---|
| 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, REIMBURSEMENT FOR TEACHER SUPPLIES AND DEVELOPMENT OF AN ENVIRONMENTAL SCHOOL YARD. | $0 | $78,849 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KATIE MCCAHILL | President | - | $0 | - | - |
| BECCA TORRES | Vice President | - | $0 | - | - |
| CHARLEEN DRISCOLL | Secretary | - | $0 | - | - |
| LISA BURGER | Treasurer | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Auctions | $59,502 | $59,502 | $25,258 | $34,244 |
| Jogathon | $46,548 | $46,548 | $375 | $46,173 |
| Total Events | $178,247 | $178,247 | $52,029 | $126,218 |
Filing and Contact Details
Filer
- Filer Name
- Loma Portal Foundation
- EIN
- 33-0874835
- Phone
- 6192231683
- Address
- 3341 BROWNING STREET, SAN DIEGO, CA 92106
Signing Officer
- Name
- Valerie Lawson
- Title
- President
- Phone
- 6192231683
- Signed
- 2019-10-04
- Discuss with paid preparer
- Yes
Preparer
- Firm
- William B Harris CPA Apc
- Address
- 9815 CARROLL CANYON RD STE 100, SAN DIEGO, CA 92131
- Preparer
- William B Harris
- Phone
- 8584540957
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest. Amount: 394.”
Form 990-ez, Part I, Line 10 - Payments to Affiliates
“Affiliate name: loma portal elementary school. Affiliate address: 3341 browning st. San diego, ca 92106. Purpose of payment: school/teacher support & supplies. Amount of payment: 60,698.”
Form 990-ez, Part I, Line 10 - Payments to Affiliates
“Affiliate name: loma portal elementary school. Affiliate address: 3341 browning st. San diego, ca 92106. Purpose of payment: environmental school yard. Amount of payment: 18,151. Total included on form 990-ez, line 10: 78,849.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: miscellaneous. Amount: 1,089. Description: officers e&o insurance. Amount: 614. Description: bank charges/checks ordered. Amount: 420. Total to form 990-ez, line 16: 2,123.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: computer equipment. Beg. Of year amount: 1,384. End of year amount: 1,384. Description: note receivable from p. Fontes carrasco. Beg. Of year amount: 48,153. End of year amount: 33,153.”
Raw XML Appendix213 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JESSICA GOETTING TREASURER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6192231683 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3341 BROWNING ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN DIEGO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92106 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 153486 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 220843 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 10160 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 52357 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3443 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 203023 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 255380 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 178247 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 78849 |
| IRS990EZ/GrossReceiptsAmt | 0 | 188801 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 394 |
| IRS990EZ/LoansToFromOfficersAmt | 0 | 33153 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 1 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 203023 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 255380 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 203023 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 255380 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KATIE MCCAHILL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BECCA TORRES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CHARLEEN DRISCOLL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LISA BURGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 49537 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 34537 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 2123 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR LOMA PORTAL ELEMENTARY SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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, REIMBURSEMENT FOR TEACHER SUPPLIES AND DEVELOPMENT OF AN ENVIRONMENTAL SCHOOL YARD. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 78849 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 52029 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 126218 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 84415 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 78849 |
| IRS990EZ/TotalRevenueAmt | 0 | 136772 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | FOUNDATION |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SANDIEGOUNIFIED.ORG/SCHOOLS/LOMA-PORTAL |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | 1 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE FOUNDATION MAINTAINS A CLOSE WORKING RELATIONSHIP WITH THE SCHOOL BY HAVING THE SCHOOL PRINCIPAL ATTEND MONTHLY BOARD MEETINGS. THE PRINCIPAL IS PROVIDED WITH THE FOUNDATION'S MONTHLY FINANCIAL REPORTS. AT LEAST ONE TEACHER LIASON ATTENDS THE MONTHLY BOARD MEETINGS AS WELL. BOTH THE PRINCIPAL AND TEACHER LIASONS PROVIDE A SIGNIFICANT VOICE IN THE COMMUNICATION OF SCHOOL NEEDS AND DIRECTING THE USE OF THE ORGANIZATION'S FUNDS. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | THE FOUNDATION MAINTAINS A CLOSE WORKING RELATIONSHIP WITH THE SCHOOL BY HAVING THE SCHOOL PRINCIPAL ATTEND MONTHLY BOARD MEETINGS. THE PRINCIPAL IS PROVIDED WITH THE FOUNDATION'S MONTHLY FINANCIAL REPORTS. AT LEAST ONE TEACHER LIASON ATTENDS THE MONTHLY BOARD MEETINGS AS WELL. BOTH THE PRINCIPAL AND TEACHER LIASONS PROVIDE A SIGNIFICANT VOICE IN THE COMMUNICATION OF SCHOOL NEEDS AND DIRECTING THE USE OF THE ORGANIZATION'S FUNDS. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | THE ORGANIZATION PROVIDES EDUCATIONAL SUPPORT AND SERVICES FOR LOMA PORTAL ELEMENTARY SCHOOL BY RAISING FUNDS USED FOR SCHOOL FACILITIES/OPERATING EXPENSES/EQUIPMENT, TEACHER SUPPLIES, COMPUTER LAB SUPPLIES/EQUIPMENT, LIBRARY BOOKS/SUPPLIES AND OTHER PROJECTS. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | SCHEDULE A, PART IV, SEC. D, LINE 2 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | SCHEDULE A, PART IV, SEC. D, LINE 3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | SCHEDULE A, PART IV, SEC. E, LINE 1C |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 330874835 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 78849 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | LOMA PORTAL ELEMENTARY SCHOOL |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 78849 |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | 1 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 52029 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | JOGATHON |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | AUCTIONS |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 46548 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 59502 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 72197 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 178247 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 46548 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 59502 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 72197 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 178247 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 126218 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 26396 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 52029 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 375 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 25258 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 10 |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt | 0 | 33153 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd | 0 | 1 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd | 0 | 0 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd | 0 | X |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt | 0 | SEE EXPLANATION BELOW. |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt | 0 | 48153 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm | 0 | P FONTES CARRASCO |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt | 0 | FORMER TREASURER FROM 2015 THROUGH AUGUST 2017 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd | 0 | 1 |
| IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt | 0 | IT WAS DISCOVERED ON 9/10/18 THAT FUNDS TOTALLING $48,153 WEREMISHANDLED BY THE FORMER TREASURER DURING HER TENURE FROM 2015THROUGH AUGUST 2017. A PROMISSORY NOTE FROM THE FORMER TREASURER FOR $48,153 WASEXECUTED IN SEPTEMBER 2018, AND A PRINCIPAL PAYMENT FOR $15,000WAS MADE IN NOVEMBER 2018. THE REMAINING NOTE RECEIVABLE BALANCE OF $33,153 WAS PAID OFFAS OF MARCH 2019. |
| IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, SCHEDULE L, PART II, COLUMN C |
| IRS990ScheduleL/TotalBalanceDueAmt | 0 | 33153 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 394. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AFFILIATE NAME: LOMA PORTAL ELEMENTARY SCHOOL. AFFILIATE ADDRESS: 3341 BROWNING ST. SAN DIEGO, CA 92106. PURPOSE OF PAYMENT: SCHOOL/TEACHER SUPPORT & SUPPLIES. AMOUNT OF PAYMENT: 60,698. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | AFFILIATE NAME: LOMA PORTAL ELEMENTARY SCHOOL. AFFILIATE ADDRESS: 3341 BROWNING ST. SAN DIEGO, CA 92106. PURPOSE OF PAYMENT: ENVIRONMENTAL SCHOOL YARD. AMOUNT OF PAYMENT: 18,151. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 78,849. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,089. DESCRIPTION: OFFICERS E&O INSURANCE. AMOUNT: 614. DESCRIPTION: BANK CHARGES/CHECKS ORDERED. AMOUNT: 420. TOTAL TO FORM 990-EZ, LINE 16: 2,123. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: COMPUTER EQUIPMENT. BEG. OF YEAR AMOUNT: 1,384. END OF YEAR AMOUNT: 1,384. DESCRIPTION: NOTE RECEIVABLE FROM P. FONTES CARRASCO. BEG. OF YEAR AMOUNT: 48,153. END OF YEAR AMOUNT: 33,153. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | 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. |
| ReturnHeader/BuildTS | 0 | 2020-01-14 16:20:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | VALERIE LAWSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6192231683 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-10-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LOMA PORTAL FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LOMA |
| ReturnHeader/Filer/EIN | 0 | 330874835 |
| ReturnHeader/Filer/PhoneNum | 0 | 6192231683 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3341 BROWNING STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN DIEGO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92106 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 2B45DDA730B62AFB7233148AFB67269F379FA9E2 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 2B45DDA730B62AFB7233148AFB67269F379FA9E2 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 162.203.78.60 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-10-04 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:03:24 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 300534313 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WILLIAM B HARRIS CPA APC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9815 CARROLL CANYON RD STE 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN DIEGO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92131 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8584540957 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-10-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WILLIAM B HARRIS |
| ReturnHeader/ReturnTs | 0 | 2019-10-23T13:05:27-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
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Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $255,380
- Liabilities
- $0
- Net assets
- $255,380
- Revenue
- $136,772
- Expenses
- $84,415
- Net income
- $52,357