Civic Intelligence

Live Oak Education Fund

990 • Fiscal year 2021 • EIN 14-2001348

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 17, 2021

Organization ProfileWWW.LOES.SCHOOLLOOP.COM/EDUCATIONFUND
5151 Sherwood WaySan Ramon, CA 94582

(925) 803-3197

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

43rd percentile

3.9%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

45th percentile

2.3%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

16th percentile

-51%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$320,548

Up $7,057 (+2.3%) from 2020

Net Assets

Up

$319,723

Up $7,057 (+2.3%) from 2020

Liabilities

Flat

$825

Flat from 2020

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin43rd percentile

Revenue

Down

$179,926

Down $183,914 (-51%) from 2020

Expenses

Down

$172,869

Down $117,164 (-40%) from 2020

Net Income

Down

$7,057

Down $66,750 (-90%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$400K$300K$200K$100K$0Assets 2010: $197,860Liabilities 2010: $52,290Net Assets 2010: $145,5102010Assets 2011: $326,657Liabilities 2011: $0Net Assets 2011: $326,6572011Assets 2012: $168,663Liabilities 2012: $0Net Assets 2012: $168,6632012Assets 2013: $108,115Liabilities 2013: $0Net Assets 2013: $108,1152013Assets 2014: $208,281Liabilities 2014: $0Net Assets 2014: $208,2812014Assets 2015: $275,186Liabilities 2015: $0Net Assets 2015: $275,1862015Assets 2016: $243,191Liabilities 2016: $825Net Assets 2016: $242,3662016Assets 2017: $242,970Liabilities 2017: $825Net Assets 2017: $242,1452017Assets 2018: $213,746Liabilities 2018: $825Net Assets 2018: $212,9212018Assets 2019: $239,684Liabilities 2019: $825Net Assets 2019: $238,8592019Assets 2020: $313,491Liabilities 2020: $825Net Assets 2020: $312,6662020Assets 2021: $320,548Liabilities 2021: $825Net Assets 2021: $319,7232021Assets 2022: $338,207Liabilities 2022: $825Net Assets 2022: $337,3822022Assets 2023: $327,261Liabilities 2023: $825Net Assets 2023: $326,4362023Assets 2024: $302,288Liabilities 2024: $0Net Assets 2024: $302,2882024Assets 2025: $370,224Liabilities 2025: $0Net Assets 2025: $370,2242025

Highlighted filing

2021

Assets$320,548
Liabilities$825
Net Assets$319,723
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $293,919Expenses 2010: $235,924Net Income 2010: $57,9952010Revenue 2011: $501,480Expenses 2011: $372,684Net Income 2011: $128,7962011Revenue 2012: $521,676Expenses 2012: $679,670Net Income 2012: -$157,9942012Revenue 2013: $520,693Expenses 2013: $581,222Net Income 2013: -$60,5292013Revenue 2014: $503,496Expenses 2014: $403,330Net Income 2014: $100,1662014Revenue 2015: $475,836Expenses 2015: $408,930Net Income 2015: $66,9062015Revenue 2016: $520,990Expenses 2016: $553,810Net Income 2016: -$32,8202016Revenue 2017: $402,357Expenses 2017: $402,578Net Income 2017: -$2212017Revenue 2018: $329,551Expenses 2018: $358,775Net Income 2018: -$29,2242018Revenue 2019: $371,310Expenses 2019: $345,372Net Income 2019: $25,9382019Revenue 2020: $363,840Expenses 2020: $290,033Net Income 2020: $73,8072020Revenue 2021: $179,926Expenses 2021: $172,869Net Income 2021: $7,0572021Revenue 2022: $206,522Expenses 2022: $188,863Net Income 2022: $17,6592022Revenue 2023: $202,915Expenses 2023: $213,861Net Income 2023: -$10,9462023Revenue 2024: $171,897Expenses 2024: $196,869Net Income 2024: -$24,9722024Revenue 2025: $182,828Expenses 2025: $114,892Net Income 2025: $67,9362025

Highlighted filing

2021

Revenue$179,926
Expenses$172,869
Net Income$7,057
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 17, 2021
Return Version
2020v4.0
Gross Receipts
$191,655
Mission and Program Overview

Mission

Affiliate member of the san ramon valley education foundation, which provides educational support for the schools in the the san ramon valley unified school district. Live oak education fund supports educational programs and needs at the live oak elementary school, a title i school

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$205,363$211,983▲ $6,620
Savings and Temporary Cash Investments$108,092$108,528▲ $436
Accounts Receivable-$0-
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$313,491$320,548▲ $7,057
Other Assets Total$36$37▲ $1
Liabilities
Accounts Payable and Accrued Expenses$825$825→ $0
Total Liabilities$825$825→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$312,666$319,723▲ $7,057
Total Net Assets Fund Balance$312,666$319,723▲ $7,057
Total Liabilities and Net Assets / Fund Balance$313,491$320,548▲ $7,057
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Art MimnaughPresident
Ashley TurnerVice President
Christina TanakaFinancial Sec
Carolyn DobelPrincipal
Connie CheungRecording Sec.
Kathy SaadTeacher Rep
Diana HuTreasurer
Lisa CorpusVP Communicatio
Faridha BarraVP Sponsorship
Revenue and Support

Revenue Composition

Contributions and Grants
$184,626
Program Service Revenue
$0
Investment Income
$12
Other Revenue
$-4,712
All Other Contributions
$28,710
Change in Net Assets
$7,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,869
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$6,767-$6,767
Other Expenses$1,171--$1,171
Total Functional Expenses$166,102$6,767$0$172,869
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,729
Fundraising Gross Income$5,790
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

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Live Oak Education Fund
EIN
14-2001348
Address
5151 SHERWOOD WAY, SAN RAMON, CA 94582

Signing Officer

Name
Art Mimnaugh
Title
President
Signed
2021-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Art Mimnaugh
Formed
2007
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
LBO Accountancy
Address
4900 Hopyard Rd Suite 100, Pleasanton, CA 94588
Preparer
Erich J Zielonka CPA
Phone
9253380829
Supplemental Narrative

Additional Explanations

General Disclosure on Revenue and Expenses

“Credits from the previous annual gala have been issued this fiscal year for the items that could not be fulfilled. The other items have been fulfilled. No annual gala was held this fiscal year.”

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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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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt053662
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IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01171
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IRS990/PYTotalRevenueAmt0363840
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0444165
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IRS990ScheduleA/TotalSupportAmt01807195
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Credits from the previous annual gala have been issued this fiscal year for the items that could not be fulfilled. The other items have been fulfilled. No annual gala was held this fiscal year.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2GENERAL DISCLOSURE ON REVENUE AND EXPENSES
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0313491
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0166102
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172869
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt0825
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0179926
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0320548
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IRS990/USAddress/CityNm0SAN RAMON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094582
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IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.LOES.SCHOOLLOOP.COM/EDUCATIONFUND
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ART MIMNAUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIVE OAK EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0LIVE
ReturnHeader/Filer/EIN0142001348
ReturnHeader/Filer/USAddress/AddressLine1Txt05151 SHERWOOD WAY
ReturnHeader/Filer/USAddress/CityNm0SAN RAMON
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ReturnHeader/Filer/USAddress/ZIPCd094582
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0451002729
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LBO Accountancy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 Hopyard Rd Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasanton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum09253380829
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICH J ZIELONKA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-17T07:53:40-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ART
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MIMNAUGH
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$320,548
Liabilities
$825
Net assets
$319,723
Revenue
$179,926
Expenses
$172,869
Net income
$7,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.00$3.70$1.83$1.15$0.68
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.00$3.02$1.72$1.97$0.25
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.01$3.26$2.03$2.14$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.01$3.37$2.07$1.89$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.01$3.20$1.80$1.73$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.01$3.13$3.64$2.90$0.74
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.01$2.39$3.71$3.45$0.26
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.01$2.13$3.30$3.59$0.29
2017Summary only. Only limited summary data is available for this year.$2.43$0.01$2.42$4.02$4.03$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.01$2.42$5.21$5.54$0.33
2015Summary only. Only limited summary data is available for this year.$2.75$0.00$2.75$4.76$4.09$0.67
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$5.03$4.03$1.00
2013Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$5.21$5.81$0.61
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$1.69$5.22$6.80$1.58
2011Summary only. Only limited summary data is available for this year.$3.27$0.00$3.27$5.01$3.73$1.29
2010Summary only. Only limited summary data is available for this year.$1.98$0.52$1.46$2.94$2.36$0.58