Civic Intelligence

Loma Public Education Fund

990 • Fiscal year 2018 • EIN 03-0440872

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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

89th percentile

0.68x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

0.93x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

7th percentile

-45%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

6th percentile

-31%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$568,694

Down $255,916 (-31%) from 2017

Net Assets

Down

$184,282

Down $184,910 (-50%) from 2017

Liabilities

Down

$384,412

Down $71,006 (-16%) from 2017

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin7th percentile

Revenue

Up

$414,788

Up $53,481 (+15%) from 2017

Expenses

Up

$599,698

Up $175,257 (+41%) from 2017

Net Income

Down

-$184,910

Down $121,776 (-193%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

2018

Assets$568,694
Liabilities$384,412
Net Assets$184,282
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

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

2018

Revenue$414,788
Expenses$599,698
Net Income-$184,910
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$480,436
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$464,169$357,723▼ $106,446
Rtn Earn Endowment Incm Other Fnds$369,192$184,282▼ $184,910
Cash and Non-Interest-Bearing Accounts$304,710$136,658▼ $168,052
Accounts Receivable$55,731$71,668▲ $15,937
Prepaid Expenses and Deferred Charges-$2,645-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$824,610$568,694▼ $255,916
Liabilities
Grants Payable$455,355$384,250▼ $71,105
Accounts Payable and Accrued Expenses$63$162▲ $99
Total Liabilities$455,418$384,412▼ $71,006
Net Assets / Fund Balance
Total Net Assets Fund Balance$369,192$184,282▼ $184,910
Total Liabilities and Net Assets / Fund Balance$824,610$568,694▼ $255,916
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Ben AbelnPresident
Adelia RowlandMember
Archie SchmittMember
Danielle GarveyMember
Erin AsheghianMember
Jennifer ChenMember
Joni ThomasMember
Kate LecornuMember
Lindsey WinterMember
Sara SteffenMember
Claire GrosjeanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$154,275
Program Service Revenue
$0
Investment Income
$3,206
Other Revenue
$257,307
All Other Contributions
$154,275
Change in Net Assets
$-184,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$575,905
Other Expenses$23,793
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$575,905--$575,905
Fees for Services Accounting$6,590--$6,590
Other Expenses$2,094--$2,094
Insurance$1,681--$1,681
Total Functional Expenses$599,698$0$0$599,698
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.$575,905
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$322,955
Fundraising Direct Expenses$65,648
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Auction$299,629$299,629$13,161$286,468
Golf Tournament$23,326$23,326$1,144$22,182
Total Events$322,955$322,955$65,648$257,307
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 treasurer 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
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Claire Grosjean
Formed
2002
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
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
Raw XML Appendix386 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt063
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0162
IRS990/AccountsReceivableGrp/BOYAmt055731
IRS990/AccountsReceivableGrp/EOYAmt071668
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ENHANCE THE EDUCATION EXPERIENCE FOR STUDENTS IN THE LOMA PRIETA JOINT UNION SCHOOL DISTRICT.
IRS990/AllOtherContributionsAmt0154275
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CLAIRE GROSJEAN
IRS990/BooksInCareOfDetail/PhoneNum04086573322
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt023800 SUMMIT ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS GATOS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095033
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0304710
IRS990/CashNonInterestBearingGrp/EOYAmt0136658
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0154275
IRS990/CYGrantsAndSimilarPaidAmt0575905
IRS990/CYInvestmentIncomeAmt03206
IRS990/CYOtherExpensesAmt023793
IRS990/CYOtherRevenueAmt0257307
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-184910
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0599698
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0414788
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION RAISES MONEY THROUGH FUND RAISING AND SPECIAL EVENTS. THE MONIES ARE AWARDED AS SPECIFIC GRANTS TO THE LOMA PRIETA JOINT UNION SCHOOL DISTRICT TO SUPPORT VARIOUS TYPES OF PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0599698
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06590
IRS990/FeesForServicesAccountingGrp/TotalAmt06590
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0BEN ABELN
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER CHEN
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIELLE GARVEY
IRS990/Form990PartVIISectionAGrp/PersonNm3CLAIRE GROSJEAN
IRS990/Form990PartVIISectionAGrp/PersonNm4KATE LECORNU
IRS990/Form990PartVIISectionAGrp/PersonNm5ADELIA ROWLAND
IRS990/Form990PartVIISectionAGrp/PersonNm6ARCHIE SCHMITT
IRS990/Form990PartVIISectionAGrp/PersonNm7JONI THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm8LINDSEY WINTER
IRS990/Form990PartVIISectionAGrp/PersonNm9ERIN ASHEGHIAN
IRS990/Form990PartVIISectionAGrp/PersonNm10SARA STEFFEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt065648
IRS990/FundraisingGrossIncomeAmt0322955
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0575905
IRS990/GrantsPayableGrp/BOYAmt0455355
IRS990/GrantsPayableGrp/EOYAmt0384250
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0575905
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0575905
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0480436
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01681
IRS990/InsuranceGrp/TotalAmt01681
IRS990/InvestmentIncomeGrp/ExclusionAmt03206
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03206
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0369192
IRS990/NetAssetsOrFundBalancesEOYAmt0184282
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0257307
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0257307
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER FEES
IRS990/OtherExpensesGrp/Desc1PAYPAL FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt013428
IRS990/OtherExpensesGrp/ProgramServicesAmt12094
IRS990/OtherExpensesGrp/TotalAmt013428
IRS990/OtherExpensesGrp/TotalAmt12094
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02645
IRS990/PrincipalOfficerNm0CLAIRE GROSJEAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0181290
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0411105
IRS990/PYInvestmentIncomeAmt01039
IRS990/PYOtherExpensesAmt013336
IRS990/PYOtherRevenueAmt0178978
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-63134
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0424441
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0361307
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-184910
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0369192
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0184282
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0464169
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0357723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0411582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0360268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0355461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0337697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0539406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02004414
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03206
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0151
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0502
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04926
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt044535
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99750
IRS990ScheduleA/PublicSupportPY170Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt02004414
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0411582
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0360268
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0355461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0337697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0539406
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02004414
IRS990ScheduleA/TotalSupportAmt02009340
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt065648
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt023623
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01206
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt024829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0299629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0322955
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0299629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0322955
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0257307
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014305
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013161
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01144
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt013563
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt012951
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt026514
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0575905
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
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0824610
IRS990/TotalAssetsEOYAmt0568694
IRS990/TotalAssetsGrp/BOYAmt0824610
IRS990/TotalAssetsGrp/EOYAmt0568694
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0154275
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0599698
IRS990/TotalFunctionalExpensesGrp/TotalAmt0599698
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0455418
IRS990/TotalLiabilitiesEOYAmt0384412
IRS990/TotalLiabilitiesGrp/BOYAmt0455418
IRS990/TotalLiabilitiesGrp/EOYAmt0384412
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0369192
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0184282
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0599698
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0260513
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0414788
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0824610
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0568694
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/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.LPEF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE GROSJEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04086573322
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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/AtSubmissionCreationDeviceId06CAE159D54555703DFDDC44F867C2C475FF398F4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C3B4CCE9B9D5A516C205FF06A74459A485CD49CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.236.90.6
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:48:19
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/ReturnTs02019-05-15T18:48:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$568,694
Liabilities
$384,412
Net assets
$184,282
Revenue
$414,788
Expenses
$599,698
Net income
-$184,910
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