Civic Intelligence

Loma Verde Foundation

990EZ • Fiscal year 2017 • EIN 81-4221015

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 21, 2018

399 Alameda DE LA LomaNovato, CA 94949

(415) 453-4529

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$113,320

No earlier filing loaded for comparison.

Net Assets

$113,320

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$167,606

No earlier filing loaded for comparison.

Expenses

$54,286

No earlier filing loaded for comparison.

Net Income

$113,320

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2017: $113,320Liabilities 2017: $0Net Assets 2017: $113,3202017Assets 2018: $130,581Liabilities 2018: $0Net Assets 2018: $130,5812018Assets 2019: $134,031Liabilities 2019: $0Net Assets 2019: $134,0312019Assets 2020: $109,959Liabilities 2020: $0Net Assets 2020: $109,9592020Assets 2021: $127,797Liabilities 2021: $0Net Assets 2021: $127,7972021Assets 2022: $156,556Liabilities 2022: $0Net Assets 2022: $156,5562022Assets 2023: $174,596Liabilities 2023: $0Net Assets 2023: $174,5962023Assets 2024: $162,436Liabilities 2024: $0Net Assets 2024: $162,4362024Assets 2025: $194,908Liabilities 2025: $0Net Assets 2025: $194,9082025

Highlighted filing

2017

Assets$113,320
Liabilities$0
Net Assets$113,320

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2017: $167,606Expenses 2017: $54,286Net Income 2017: $113,3202017Revenue 2018: $172,193Expenses 2018: $154,932Net Income 2018: $17,2612018Revenue 2019: $197,467Expenses 2019: $194,017Net Income 2019: $3,4502019Revenue 2020: $116,907Expenses 2020: $140,979Net Income 2020: -$24,0722020Revenue 2021: $99,714Expenses 2021: $81,876Net Income 2021: $17,8382021Revenue 2022: $204,869Expenses 2022: $176,110Net Income 2022: $28,7592022Revenue 2023: $158,313Expenses 2023: $140,273Net Income 2023: $18,0402023Revenue 2024: $149,959Expenses 2024: $162,119Net Income 2024: -$12,1602024Revenue 2025: $185,522Expenses 2025: $153,050Net Income 2025: $32,4722025

Highlighted filing

2017

Revenue$167,606
Expenses$54,286
Net Income$113,320
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 21, 2018
Return Version
2016v3.0
Gross Receipts
$186,974
Mission and Program Overview

Mission

To enhance and support the educational experience at loma verde elementary school, to develop a closer connection between school and home by encouraging parental involvement, to encourage a cohesive school community, and to improve the environment at loma verde elementary school through volunteer and financial support.

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO THE LOMA VERDE ELEMENTARY SCHOOL TO FURTHER ENRICH THE CHILDRENS' LEARNING EXPERIENCE THROUGH EDUATIONAL PROGRAMS, ASSEMBLIES AND EVENTS.$0$54,286
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIAH FISHERPresidentPT$0--
JEN DALEVice PresidentPT$0--
LISA WESTINTreasurerPT$0--
JENNIFER CHRISTIANSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$90,807$90,807$7,426$83,381
Total Events$90,807$90,807$19,368$71,439
Filing and Contact Details

Filer

Filer Name
Loma Verde Foundation
EIN
81-4221015
Phone
4154534529
Address
399 ALAMEDA DE LA LOMA, NOVATO, CA 94949

Signing Officer

Name
Mariah Fisher
Title
Treasurer
Phone
4158834681
Signed
2018-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Delahunty Jannisse Hull Cpas
Address
1500 GRANT AVENUE SUITE 200, NOVATO, CA 94945
Preparer
Tamara S Hull
Phone
4158985300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: program expenses. Amount: 54,286.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 130.

Raw XML Appendix170 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/ActivitiesNotPreviouslyRptInd00
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IRS990EZ/BooksInCareOfDetail/PhoneNum04158834681
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0399 ALAMEDA DE LA LOMA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NOVATO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094949
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/GrossReceiptsAmt0186974
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InitialReturnInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIAH FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEN DALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA WESTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER CHRISTIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0130
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt054286
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE AT LOMA VERDE ELEMENTARY SCHOOL, TO DEVELOP A CLOSER CONNECTION BETWEEN SCHOOL AND HOME BY ENCOURAGING PARENTAL INVOLVEMENT, TO ENCOURAGE A COHESIVE SCHOOL COMMUNITY, AND TO IMPROVE THE ENVIRONMENT AT LOMA VERDE ELEMENTARY SCHOOL THROUGH VOLUNTEER AND FINANCIAL SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT TO THE LOMA VERDE ELEMENTARY SCHOOL TO FURTHER ENRICH THE CHILDRENS' LEARNING EXPERIENCE THROUGH EDUATIONAL PROGRAMS, ASSEMBLIES AND EVENTS.
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt071439
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0167606
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0LOMAVERDEFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt090807
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0186974
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0186974
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019368
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01850
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01850
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt090807
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt090807
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt090807
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt071439
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07426
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 54,286.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 130.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIAH FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04158834681
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOMA VERDE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOMA
ReturnHeader/Filer/EIN0814221015
ReturnHeader/Filer/PhoneNum04154534529
ReturnHeader/Filer/USAddress/AddressLine1Txt0399 ALAMEDA DE LA LOMA
ReturnHeader/Filer/USAddress/CityNm0NOVATO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094949
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId041F2B351408327B1AF18FC11A866E008D3A0129F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08547548C8634D2E15AE607FD2C232E83BA650CCA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.8.179.9
ReturnHeader/FilingSecurityInformation/IPDt02018-02-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:02:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942697002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELAHUNTY JANNISSE HULL CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 GRANT AVENUE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOVATO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094945
ReturnHeader/PreparerPersonGrp/PhoneNum04158985300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMARA S HULL
ReturnHeader/ReturnTs02018-02-22T20:31:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-28
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings