Civic Intelligence

Loma Public Education Fund

990 • Fiscal year 2017 • EIN 03-0440872

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileWWW.LPEF.ORG
23800 Summit RoadLos Gatos, CA 95033

(408) 657-3322

Siviq Scores

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

Liabilities / Assets

86th percentile

0.55x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

1.26x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

14th percentile

-17%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M 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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$824,610

Down $1,563 (-0.2%) from 2013

Net Assets

Up

$369,192

Up $262,055 (+245%) from 2013

Liabilities

Down

$455,418

Down $263,618 (-37%) from 2013

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin14th percentile

Revenue

Down

$361,307

Down $153,814 (-30%) from 2013

Expenses

Down

$424,441

Down $65,456 (-13%) from 2013

Net Income

Down

-$63,134

Down $88,358 (-350%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2011: $452,410Liabilities 2011: $14,472Net Assets 2011: $437,9382011Assets 2012: $615,257Liabilities 2012: $533,344Net Assets 2012: $81,9132012Assets 2013: $826,173Liabilities 2013: $719,036Net Assets 2013: $107,1372013Assets 2017: $824,610Liabilities 2017: $455,418Net Assets 2017: $369,1922017Assets 2018: $568,694Liabilities 2018: $384,412Net Assets 2018: $184,2822018Assets 2019: $565,812Liabilities 2019: $505,683Net Assets 2019: $60,1292019Assets 2020: $473,640Liabilities 2020: $452,729Net Assets 2020: $20,9112020Assets 2021: $703,753Liabilities 2021: $625,790Net Assets 2021: $77,9632021Assets 2022: $872,140Liabilities 2022: $850,040Net Assets 2022: $22,1002022Assets 2023: $960,987Liabilities 2023: $934,664Net Assets 2023: $26,3232023Assets 2024: $353,564Liabilities 2024: $325,569Net Assets 2024: $27,9952024

Highlighted filing

2017

Assets$824,610
Liabilities$455,418
Net Assets$369,192
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $387,008Expenses 2011: $370,075Net Income 2011: $16,9332011Revenue 2012: $440,733Expenses 2012: $796,758Net Income 2012: -$356,0252012Revenue 2013: $515,121Expenses 2013: $489,897Net Income 2013: $25,2242013Revenue 2017: $361,307Expenses 2017: $424,441Net Income 2017: -$63,1342017Revenue 2018: $414,788Expenses 2018: $599,698Net Income 2018: -$184,9102018Revenue 2019: $411,321Expenses 2019: $535,474Net Income 2019: -$124,1532019Revenue 2020: $319,397Expenses 2020: $358,615Net Income 2020: -$39,2182020Revenue 2021: $705,935Expenses 2021: $648,883Net Income 2021: $57,0522021Revenue 2022: $500,000Expenses 2022: $555,863Net Income 2022: -$55,8632022Revenue 2023: $420,895Expenses 2023: $416,672Net Income 2023: $4,2232023Revenue 2024: $362,959Expenses 2024: $361,287Net Income 2024: $1,6722024

Highlighted filing

2017

Revenue$361,307
Expenses$424,441
Net Income-$63,134
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$416,732
Mission and Program Overview

Mission

To raise money to enhance the education experience for students in the Loma Prieta Joint Union School District. The funds raised by the special event functions represent a large part of the funds collected by the organization. These funds are awarded as specific grants to the district to support various programs.

Enhance the education experience for students in the loma prieta joint union school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$463,129$464,169▲ $1,040
Rtn Earn Endowment Incm Other Fnds$100,922$369,192▲ $268,270
Cash and Non-Interest-Bearing Accounts$250,134$304,710▲ $54,576
Accounts Receivable$28,041$55,731▲ $27,690
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$741,304$824,610▲ $83,306
Liabilities
Grants Payable$640,382$455,355▼ $185,027
Accounts Payable and Accrued Expenses-$63-
Total Liabilities$640,382$455,418▼ $184,964
Net Assets / Fund Balance
Total Net Assets Fund Balance$100,922$369,192▲ $268,270
Total Liabilities and Net Assets / Fund Balance$741,304$824,610▲ $83,306
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Ben AbelnPresident
Adelia RowlandMember
Archie SchmittMember
Claire GrosjeanMember
Danielle GarveyMember
Jennifer ChenMember
Joni ThomasMember
Kate LecornuMember
Lindsey WinterMember
Revenue and Support

Revenue Composition

Contributions and Grants
$181,290
Program Service Revenue
$0
Investment Income
$1,039
Other Revenue
$178,978
All Other Contributions
$181,290
Change in Net Assets
$-63,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$411,105
Other Expenses$13,336
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$411,105--$411,105
Office Expenses$11,428--$11,428
Insurance$1,845--$1,845
Other Expenses$63--$63
Total Functional Expenses$424,441$0$0$424,441
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Loma Prieta Joint Unified School DistrictLos Gatos, CA-To Support Academic and Physical Education Programs at the Elementary and Middle Schools.$411,105
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$234,403
Fundraising Direct Expenses$55,425
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Auction$204,694$204,694$38,905$165,789
Golf Tournament$29,709$29,709$16,520$13,189
Total Events$234,403$234,403$55,425$178,978
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The vp of finance, who has the authority to review and approve the tax return, reviews the tax return and discusses any open issues/questions with the tax preparer. The board of directors is provided a copy of the tax return before its final filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Loma Public Education Fund
EIN
03-0440872
Phone
4086573322
Address
23800 SUMMIT ROAD, LOS GATOS, CA 95033

Signing Officer

Name
Claire Grosjean
Title
Treasurer
Phone
4086573322
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Claire Grosjean
Formed
2002
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
40

Preparer

Firm
Petrinovich Pugh & Company Llp
Address
333 WEST SANTA CLARA ST 800, SAN JOSE, CA 95113-1716
Preparer
John Kawamoto
Phone
4082877911
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 8

“The 6-30-16 grants payable balance of $640,382 was incorrect. The correct 6-30-16 grants payable balance is $308,382. This difference of $332,000 makes up the majority of the prior period adjustment of $331,404.”

Raw XML Appendix374 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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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016520
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0411105
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT ACADEMIC AND PHYSICAL EDUCATION PROGRAMS AT THE ELEMENTARY AND MIDDLE SCHOOLS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LOMA PRIETA JOINT UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt023800 SUMMIT ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOS GATOS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095033
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE ONLY MADE FOR EXPENSES THAT HAVE ALREADY BEEN INCURRED. GRANTEES ARE REQUIRED TO SUBMIT APPROPRIATE DOCUMENTATION OF EXPENSES PAID SUCH AS VENDOR INVOICES OR TEACHER SALARY INFORMATION FOR EACH GRANT AMOUNT REQUESTED. THIS DOCUMENTATION IS REVIEWED BY THE BOARD MEMBERS BEFORE GRANTS ARE PAID.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE VP OF FINANCE, WHO HAS THE AUTHORITY TO REVIEW AND APPROVE THE TAX RETURN, REVIEWS THE TAX RETURN AND DISCUSSES ANY OPEN ISSUES/QUESTIONS WITH THE TAX PREPARER. THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE TAX RETURN BEFORE ITS FINAL FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 6-30-16 GRANTS PAYABLE BALANCE OF $640,382 WAS INCORRECT. THE CORRECT 6-30-16 GRANTS PAYABLE BALANCE IS $308,382. THIS DIFFERENCE OF $332,000 MAKES UP THE MAJORITY OF THE PRIOR PERIOD ADJUSTMENT OF $331,404.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 8
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0741304
IRS990/TotalAssetsEOYAmt0824610
IRS990/TotalAssetsGrp/BOYAmt0741304
IRS990/TotalAssetsGrp/EOYAmt0824610
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0181290
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0424441
IRS990/TotalFunctionalExpensesGrp/TotalAmt0424441
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0640382
IRS990/TotalLiabilitiesEOYAmt0455418
IRS990/TotalLiabilitiesGrp/BOYAmt0640382
IRS990/TotalLiabilitiesGrp/EOYAmt0455418
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0100922
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0369192
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0424441
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0180017
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0361307
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0741304
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0824610
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt023800 SUMMIT ROAD
IRS990/USAddress/CityNm0LOS GATOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095033
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.LPEF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE GROSJEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04086573322
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOMA PUBLIC EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOMA
ReturnHeader/Filer/EIN0030440872
ReturnHeader/Filer/PhoneNum04086573322
ReturnHeader/Filer/USAddress/AddressLine1Txt023800 SUMMIT ROAD
ReturnHeader/Filer/USAddress/CityNm0LOS GATOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B3ADC47839509994C6ED4D85B53749267D212AA1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C3B4CCE9B9D5A516C205FF06A74459A485CD49CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0205.234.25.126
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:55:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941668792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETRINOVICH PUGH & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 WEST SANTA CLARA ST 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951131716
ReturnHeader/PreparerPersonGrp/PhoneNum04082877911
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN KAWAMOTO
ReturnHeader/ReturnTs02018-05-15T14:56:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$824,610
Liabilities
$455,418
Net assets
$369,192
Revenue
$361,307
Expenses
$424,441
Net income
-$63,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.54$3.26$0.28$3.63$3.61$0.02
2023Detailed filing. Detailed filing data is available for this year.$9.61$9.35$0.26$4.21$4.17$0.04
2022Detailed filing. Detailed filing data is available for this year.$8.72$8.50$0.22$5.00$5.56$0.56
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.04$6.26$0.78$7.06$6.49$0.57
2020Detailed filing. Detailed filing data is available for this year.$4.74$4.53$0.21$3.19$3.59$0.39
2019Detailed filing. Detailed filing data is available for this year.$5.66$5.06$0.60$4.11$5.35$1.24
2018Detailed filing. Detailed filing data is available for this year.$5.69$3.84$1.84$4.15$6.00$1.85
2017Detailed filing. Detailed filing data is available for this year.$8.25$4.55$3.69$3.61$4.24$0.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.26$7.19$1.07$5.15$4.90$0.25
2012Summary only. Only limited summary data is available for this year.$6.15$5.33$0.82$4.41$7.97$3.56
2011Summary only. Only limited summary data is available for this year.$4.52$0.14$4.38$3.87$3.70$0.17