Civic Intelligence

Patricia R Loomis Foundation

990PF • Fiscal year 2019 • EIN 46-1257450

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 05, 2020

Organization Profile
4570 Christine Loomis DriveArroyo Grande, CA 93420

(805) 473-3709

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-247%

Higher net margin than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-5.9%

Faster asset growth than 33% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$331,505

Down $20,620 (-5.9%) from 2018

Net Assets

Down

$331,505

Down $20,620 (-5.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Up

$8,356

Up $2,455 (+42%) from 2018

Expenses

Up

$28,976

Up $18,886 (+187%) from 2018

Net Income

Down

-$20,620

Down $16,431 (-392%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$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

2019

Assets$331,505
Liabilities$0
Net Assets$331,505
Open 2019 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$8,356
Expenses$28,976
Net Income-$20,620
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
4570 CHRISTINE LOOMIS DRIVE, ARROYO GRANDE, CA 93420

Signing Officer

Name
Kate Wels
Title
Trustee
Signed
2020-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Herb Brenizer Business & Income Tax
Address
190 N 9th St, Grover Beach, CA 93433-2122
Preparer
Deena Silva EA
Phone
8054891344
Raw XML Appendix287 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 535
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 894
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX ZERO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PISMO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OCEANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA MARGARITA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GROVER BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093448
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393483
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07728
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017174
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016278
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024902
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08550
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017174
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03229
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03229
TaxesSchedule/TaxesDetail/Amt0195
TaxesSchedule/TaxesDetail/Amt152
TaxesSchedule/TaxesDetail/CategoryTxt02018 FORM 4720
TaxesSchedule/TaxesDetail/CategoryTxt12018 FORM 990PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt052
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0195
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE WELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICIA R LOOMIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0461257450
ReturnHeader/Filer/PhoneNum08054733709
ReturnHeader/Filer/USAddress/AddressLine1Txt04570 CHRISTINE LOOMIS DRIVE
ReturnHeader/Filer/USAddress/CityNm0ARROYO GRANDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093420
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/ZIPCd0934332122
ReturnHeader/PreparerPersonGrp/PhoneNum08054891344
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deena Silva EA
ReturnHeader/ReturnTs02020-08-07T11:57:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$331,505
Liabilities
$0
Net assets
$331,505
Revenue
$8,356
Expenses
$28,976
Net income
-$20,620
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