LOMA PORTAL FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

VALERIE LAWSON

Phone

6192231683

Tax Period

2019-01-01 to 2019-12-31

LOMA PORTAL FOUNDATION, founded in 1999, is a small nonprofit in the Education sector that reported $168K in total revenue in fiscal year 2019. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $161K left a modest 4% surplus.

Mission

TO PROVIDE FUNDS FOR EDUCATIONAL SUPPORT AND SERVICES FOR LOMA PORTAL ELEMENTARY SCHOOL.

Program Service Accomplishments

Program 1

THE FOUNDATION PROVIDED FUNDS FOR TEACHER SUPPORT AND REIMBURSEMENT TO TEACHERS FOR CLASS ROOM SUPPLIES.

Program 2

FUNDS WERE PROVIDED FOR THE DEVELOPMENT OF AN ENVIRONMENTAL SCHOOL YARD ALSO KNOWN AS "STEAM."

Program 3

FUNDS WERE PROVIDED FOR THE IMPROVEMENT OF THE SCHOOL LIBRARY IN THE FORM OF BOOKS AND OTHER LIBRARY SUPPLIES/EQUIPMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $42,665

Program Service Revenue $0

Investment Income $316

Other Revenue $125,084

TOTAL REVENUE $168,065

Expense Breakdown

Grants Paid $154,499

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $154,499

Other Expenses $6,992

TOTAL EXPENSES $161,491

Year-over-Year Comparison

	2019	2018	Change
Revenue	$168,065	$136,772	+0.2%
Expenses	$161,491	$84,415	+0.9%
Net Income	$6,574	$52,357	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE LAWSON	PRESIDENT	2.00	Officer	$0	$0	$0
MEGAN POLIZZI	VICE PRESIDENT	2.00	Officer	$0	$0	$0
KELLY LYMAN	SECRETARY	2.00	Officer	$0	$0	$0
JESSICA GOETTING	TREASURER	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$168,065	$161,491	$261,954	$6,574