Civic Intelligence

Loma Public Education Fund

990 • Fiscal year 2021 • EIN 03-0440872

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

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

(408) 930-3822

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.89x

Higher debt load relative to assets than 93% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

0.89x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

43rd percentile

8.1%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

82nd percentile

49%

Faster asset growth than 82% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

121%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$703,753

Up $230,113 (+49%) from 2020

Net Assets

Up

$77,963

Up $57,052 (+273%) from 2020

Liabilities

Up

$625,790

Up $173,061 (+38%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin43rd percentile

Revenue

Up

$705,935

Up $386,538 (+121%) from 2020

Expenses

Up

$648,883

Up $290,268 (+81%) from 2020

Net Income

Up

$57,052

Up $96,270 (+245%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2021

Assets$703,753
Liabilities$625,790
Net Assets$77,963
Open 2021 Filing

Operations Trend

Revenue Growth88th 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

2021

Revenue$705,935
Expenses$648,883
Net Income$57,052
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.0
Gross Receipts
$709,817
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
Cash and Non-Interest-Bearing Accounts$102,982$434,660▲ $331,678
Savings and Temporary Cash Investments$305,186$269,093▼ $36,093
Accounts Receivable$65,472$0▼ $65,472
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$473,640$703,753▲ $230,113
Other Assets Total-$0-
Liabilities
Grants Payable$440,159$625,000▲ $184,841
Accounts Payable and Accrued Expenses$12,570$790▼ $11,780
Total Liabilities$452,729$625,790▲ $173,061
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,911$77,963▲ $57,052
Total Net Assets Fund Balance$20,911$77,963▲ $57,052
Total Liabilities and Net Assets / Fund Balance$473,640$703,753▲ $230,113
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Stephanie WellsPresident
Eleanna KimVice President
Erin AsheghianEx-Officio Memb
Elizabeth CunninghamMember
Elyse FairweatherMember
Kate EldridgeMember
Kourtney FeinsteinMember
Lydia HarvilleMember
Marlena SchultzMember
Tamara MarxMember
Cristina WerdebaughSecretary
Lauren GallagherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$708,415
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$-2,482
All Other Contributions
$708,415
Change in Net Assets
$57,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$620,835
Other Expenses$28,048
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$620,835--$620,835
Advertising$7,358--$7,358
Fees for Services Accounting$2,450--$2,450
Insurance$1,564--$1,564
Other Expenses$100--$100
Total Functional Expenses$648,883$0$0$648,883
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Loma Prieta Joint Union SDLos Gatos, CA-Academic and physical education$620,835
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,882
Fundraising Gross Income$1,400
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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, Line 11B: Form 990 Review Process

“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, Line 19: Other Organization Documents Publicly Available

“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
4089303822
Address
23800 Summit Road, Los Gatos, CA 95033

Signing Officer

Name
Lauren Gallagher
Title
Current Treas.
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Gallagher
Formed
2002
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
40

Preparer

Firm
Chad Hoesing CPA Inc
Address
331 Soquel Ave Ste 205, Santa Cruz, CA 95062
Preparer
Chad Hoesing
Phone
8314257193
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Lauren Gallagher
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0251248
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0338500
IRS990/PYInvestmentIncomeAmt03204
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt020115
IRS990/PYOtherRevenueAmt064945
IRS990/PYRevenuesLessExpensesAmt0-39218
IRS990/PYTotalExpensesAmt0358615
IRS990/PYTotalRevenueAmt0319397
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt057052
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0305186
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0269093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0708415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0368872
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0453509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0411582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0360268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02302646
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03204
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03206
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01039
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011723
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99490
IRS990ScheduleA/PublicSupportPY170Pct00.99390
IRS990ScheduleA/PublicSupportTotal170Amt02302646
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0708415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0368872
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0453509
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0411582
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0360268
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02302646
IRS990ScheduleA/TotalSupportAmt02314369
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0620835
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Academic and physical education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Loma Prieta Joint Union SD
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/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0473640
IRS990/TotalAssetsEOYAmt0703753
IRS990/TotalAssetsGrp/BOYAmt0473640
IRS990/TotalAssetsGrp/EOYAmt0703753
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0708415
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0648883
IRS990/TotalFunctionalExpensesGrp/TotalAmt0648883
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0452729
IRS990/TotalLiabilitiesEOYAmt0625790
IRS990/TotalLiabilitiesGrp/BOYAmt0452729
IRS990/TotalLiabilitiesGrp/EOYAmt0625790
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt020911
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt077963
IRS990/TotalProgramServiceExpensesAmt0648883
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0705935
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0473640
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0703753
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt023800 Summit Road
IRS990/USAddress/CityNm0Los Gatos
IRS990/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$703,753
Liabilities
$625,790
Net assets
$77,963
Revenue
$705,935
Expenses
$648,883
Net income
$57,052
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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