LOMA VERDE FOUNDATION (EIN 814221015) - Form 990 Financial Analysis & Trantor Score

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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

2016

Legal Domicile

Principal Officer

LOUISE WARD

Phone

4154534529

Tax Period

2024-07-01 to 2025-06-30

LOMA VERDE FOUNDATION, founded in 2016, is a small nonprofit in the Education sector that reported $186K in total revenue in fiscal year 2024. The organization ran a surplus of $32K, a strong 18% operating margin.

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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $26,586

Program Service Revenue $69,379

Investment Income $0

Other Revenue $89,557

TOTAL REVENUE $185,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,050

Other Expenses $153,050

TOTAL EXPENSES $153,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$185,522	N/A	N/A
Expenses	$153,050	N/A	N/A
Net Income	$32,472	N/A	N/A

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

N/A

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
KRISTINA CLEMENS	SECRETARY	N/A	Officer Director	$0	$0	$0
ALLISON FISCALINI	VP FUNDRAISI	N/A	Director	$0	$0	$0
LISA HANLEY	TEACHER REPR	N/A	Director	$0	$0	$0
KAREN HARTQUIST	VP COMMUNICA	N/A	Director	$0	$0	$0
SHAWN KELLY	VP VOLUNTEER	N/A	Director	$0	$0	$0
KATHRYN KINSER	TREASURER	N/A	Director	$0	$0	$0
MIKE MALONE	TEACHER REPR	N/A	Director	$0	$0	$0
GABI MOSKOWITZ	VP SPECIAL E	N/A	Director	$0	$0	$0
ANNIE ROBINSON	CO-PRESIDENT	N/A	Officer Director	$0	$0	$0
LOUISE WARD	CO-PRESIDENT	N/A	Officer Director	$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
2025	$185,522	$153,050	$194,908	$32,472
2022	$204,869	$176,110	$156,556	$28,759
2020	$116,907	$140,979	$109,959	$-24,072
2019	$197,467	$194,017	$134,031	$3,450

LOMA VERDE FOUNDATION