Civic Intelligence

Patricia R Loomis Foundation

EIN 46-1257450 • Arroyo Grande, CA

Pub. 78 Eligible
4580 Christine Loomis DriveArroyo Grande, CA 93420
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

10th percentile

-120%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-4.5%

Faster asset growth than 46% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

98%

Faster revenue growth than 90% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$262,917

Down $12,290 (-4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$262,917

Down $12,290 (-4.5%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin10th percentile

Revenue

Up

$10,268

Up $5,091 (+98%) from 2023

Expenses

Down

$22,558

Down $1,971 (-8.0%) from 2023

Net Income

Up

-$12,290

Up $7,062 (+36%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$400K$300K$200K$100K$0Assets 2013: $300,284Liabilities 2013: $02013Assets 2014: $290,265Liabilities 2014: $0Net Assets 2014: $290,2652014Assets 2015: $394,172Liabilities 2015: $0Net Assets 2015: $394,1722015Assets 2016: $372,732Liabilities 2016: $0Net Assets 2016: $372,7322016Assets 2017: $356,314Liabilities 2017: $0Net Assets 2017: $356,3142017Assets 2018: $352,125Liabilities 2018: $0Net Assets 2018: $352,1252018Assets 2019: $331,505Liabilities 2019: $0Net Assets 2019: $331,5052019Assets 2020: $320,110Liabilities 2020: $0Net Assets 2020: $320,1102020Assets 2021: $299,703Liabilities 2021: $1,550Net Assets 2021: $298,1532021Assets 2022: $296,109Liabilities 2022: $1,550Net Assets 2022: $294,5592022Assets 2023: $275,207Liabilities 2023: $0Net Assets 2023: $275,2072023Assets 2024: $262,917Liabilities 2024: $0Net Assets 2024: $262,9172024

Highlighted filing

2024

Assets$262,917
Liabilities$0
Net Assets$262,917
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $301,251Expenses 2013: $967Net Income 2013: $300,2842013Revenue 2014: $7,375Expenses 2014: $20,302Net Income 2014: -$12,9272014Revenue 2015: $125,357Expenses 2015: $18,543Net Income 2015: $106,8142015Revenue 2016: $4,822Expenses 2016: $26,262Net Income 2016: -$21,4402016Revenue 2017: $9,210Expenses 2017: $25,628Net Income 2017: -$16,4182017Revenue 2018: $5,901Expenses 2018: $10,090Net Income 2018: -$4,1892018Revenue 2019: $8,356Expenses 2019: $28,976Net Income 2019: -$20,6202019Revenue 2020: $5,148Expenses 2020: $16,543Net Income 2020: -$11,3952020Revenue 2021: $13,979Expenses 2021: $35,938Net Income 2021: -$21,9592021Revenue 2022: -$634Expenses 2022: $2,960Net Income 2022: -$3,5942022Revenue 2023: $5,177Expenses 2023: $24,529Net Income 2023: -$19,3522023Revenue 2024: $10,268Expenses 2024: $22,558Net Income 2024: -$12,2902024

Highlighted filing

2024

Revenue$10,268
Expenses$22,558
Net Income-$12,290
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,917
Liabilities
$0
Net assets
$262,917
Revenue
$10,268
Expenses
$22,558
Net income
-$12,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.10$0.23$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.05$0.25$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.96$0.02$2.95$0.01$0.03$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.02$2.98$0.14$0.36$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.05$0.17$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.08$0.29$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.06$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.09$0.26$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.05$0.26$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$1.25$0.19$1.07
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.07$0.20$0.13
2013Summary only. Only limited summary data is available for this year.$3.00$0.00$3.01$0.01$3.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE WELSTrustee-$0--
JULIE WILSONTrustee-$0--
SARAH MATTTHEWSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Patricia R Loomis Foundation
EIN
46-1257450
Phone
8054733709
Address
4580 CHRISTINE LOOMIS DRIVE, ARROYO GRANDE, CA 93420

Signing Officer

Name
Kate Wels
Title
Trustee
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Herb Brenizer Business & Income Tax
Address
190 N 9th St, Grover Beach, CA 93433
Preparer
Deena Silva Ea
Phone
8054891344
Raw XML Appendix245 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.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014344
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04444
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014676
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018788
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0332
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04444
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02908
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02908
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt070
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE WELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICIA R LOOMIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0461257450
ReturnHeader/Filer/PhoneNum08054733709
ReturnHeader/Filer/USAddress/AddressLine1Txt04580 CHRISTINE LOOMIS DRIVE
ReturnHeader/Filer/USAddress/CityNm0ARROYO GRANDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093420
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953403357
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Herb Brenizer Business & Income Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0190 N 9th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grover Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093433
ReturnHeader/PreparerPersonGrp/PhoneNum08054891344
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEENA SILVA EA
ReturnHeader/ReturnTs02025-10-27T14:08:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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