Civic Intelligence

Live Oak Education Fund

990 • Fiscal year 2024 • EIN 14-2001348

Jul 01, 2023 to Jun 30, 2024 • Filed on May 01, 2025

Organization Profileloes.srvusd.net/Families/Education-Fund
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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-7.6%

Faster asset growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$302,288

Down $24,973 (-7.6%) from 2023

Net Assets

Down

$302,288

Down $24,148 (-7.4%) from 2023

Liabilities

Down

$0

Down $825 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin22nd percentile

Revenue

Down

$171,897

Down $31,018 (-15%) from 2023

Expenses

Down

$196,869

Down $16,992 (-7.9%) from 2023

Net Income

Down

-$24,972

Down $14,026 (-128%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2024

Assets$302,288
Liabilities$0
Net Assets$302,288
Open 2024 Filing

Operations Trend

Revenue Growth29th 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

2024

Revenue$171,897
Expenses$196,869
Net Income-$24,972
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 1, 2025
Return Version
2023v6.0
Gross Receipts
$172,894
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$217,995$242,959▲ $24,964
Savings and Temporary Cash Investments$109,229$59,293▼ $49,936
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$327,261$302,288▼ $24,973
Other Assets Total$37$36▼ $1
Liabilities
Accounts Payable and Accrued Expenses$825--
Total Liabilities$825$0▼ $825
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$326,436$302,288▼ $24,148
Total Net Assets Fund Balance$326,436$302,288▼ $24,148
Total Liabilities and Net Assets / Fund Balance$327,261$302,288▼ $24,973
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Naresh DesaiPresident
Jenny LeeFinancial Sec.
Peter FongPrincipal
Emma CastroRecording Sec
Paige AllenderTeacher Rep
Joe LiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$161,663
Program Service Revenue
$0
Investment Income
$489
Other Revenue
$9,745
All Other Contributions
$161,663
Change in Net Assets
$-24,972
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$196,869
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
Other Expenses$10,226--$10,226
Office Expenses-$2,982-$2,982
Total Functional Expenses$193,887$2,982$0$196,869
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,742
Fundraising Direct Expenses$997
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, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“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
Naresh Desai
Title
President
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Naresh Desai
Formed
2007
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
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

“No annual gala was held this fiscal year.”

Raw XML Appendix359 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0825
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0AFFILIATE 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
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0161663
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Joe Li
IRS990/BooksInCareOfDetail/PhoneNum09258033197
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05151 SHERWOOD WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN RAMON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094582
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0217995
IRS990/CashNonInterestBearingGrp/EOYAmt0242959
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0161663
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0489
IRS990/CYOtherExpensesAmt0196869
IRS990/CYOtherRevenueAmt09745
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-24972
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0196869
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0171897
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0EDUCATONAL SUPPORT SERVICES SALARIESREIMBURSE SCHOOL DISTRICT FOR SALARIES AND RELATED EXPENSES NOT INCLUDED IN THE SCHOOL BUDGET.ART TEACHER; CLASSROOM AIDES: 114,206; LIBRARY MEDIA CORD: 11,381; VOCAL TEACHER: 16,836
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0142423
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE LI
IRS990/Form990PartVIISectionAGrp/PersonNm1NARESH DESAI
IRS990/Form990PartVIISectionAGrp/PersonNm2JENNY LEE
IRS990/Form990PartVIISectionAGrp/PersonNm3EMMA CASTRO
IRS990/Form990PartVIISectionAGrp/PersonNm4PETER FONG
IRS990/Form990PartVIISectionAGrp/PersonNm5PAIGE ALLENDER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCIAL SEC.
IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRINCIPAL
IRS990/Form990PartVIISectionAGrp/TitleTxt5TEACHER REP
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt0997
IRS990/FundraisingGrossIncomeAmt010742
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0172894
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0489
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0489
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0AFFILIATE 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
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0326436
IRS990/NetAssetsOrFundBalancesEOYAmt0302288
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt09745
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt09745
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0326436
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0302288
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02982
IRS990/OfficeExpensesGrp/TotalAmt02982
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt037
IRS990/OtherAssetsTotalGrp/EOYAmt036
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAMS
IRS990/OtherExpensesGrp/Desc1ED PROGRAMS
IRS990/OtherExpensesGrp/Desc2OTHER PROGRAMS
IRS990/OtherExpensesGrp/ProgramServicesAmt0142423
IRS990/OtherExpensesGrp/ProgramServicesAmt141238
IRS990/OtherExpensesGrp/ProgramServicesAmt210226
IRS990/OtherExpensesGrp/TotalAmt0142423
IRS990/OtherExpensesGrp/TotalAmt141238
IRS990/OtherExpensesGrp/TotalAmt210226
IRS990/OtherRevenueMiscGrp/Desc0AMAZON SMILE
IRS990/OtherRevenueMiscGrp/Desc1MISC INCOME
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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/PrincipalOfficerNm0Naresh Desai
IRS990/PriorPeriodAdjustmentsAmt0824
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PROGRAM SERVICES AND SUPPLIES INCLUDING TECHNOLOGY SUPPORTREIMBURSE SCHOOL DISTRICT FOR CLASSROOM SUPPLIES AND MATERIALS AND PRINT EXPENSES NOT INCLUDED IN THE SCHOOL BUDGET. REIMBURSE SCHOOL DISTRICT FOR CLASSROOM TECHNOLOGY ENHANCING THE EDUCATIONAL ENVIRONMENT AND FINANCE TECHNOLOGY INFRASTRUCTURE FOR EDUCATIONAL NEEDS NOT COVERED BY SCHOOL BUDGET.CLASSROOM SUPPLIES: 28,280; COPY CENTER: 9,183; SCIENCE LAB: 1,453; ART SUPPLIES: 1,908; TEACHER GRANTS: 414
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt041238
IRS990/ProgSrvcAccomActy3Grp/Desc0EAGLES NEST:; SOUL SHOPPE: 3,300; OTHER: 6,926
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt010226
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0181691
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0690
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0213861
IRS990/PYOtherRevenueAmt020534
IRS990/PYRevenuesLessExpensesAmt0-10946
IRS990/PYTotalExpensesAmt0213861
IRS990/PYTotalRevenueAmt0202915
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-24972
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0109229
IRS990/SavingsAndTempCashInvstGrp/EOYAmt059293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0171408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0203037
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0183770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0184626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0398830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01141671
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0489
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0813
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02015
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99820
IRS990ScheduleA/PublicSupportPY170Pct00.99880
IRS990ScheduleA/PublicSupportTotal170Amt01141671
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0171408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0203037
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0183770
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0184626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0398830
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01141671
IRS990ScheduleA/TotalSupportAmt01143686
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No annual gala was held this fiscal year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2GENERAL DISCLOSURE ON REVENUE AND EXPENSES
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0327261
IRS990/TotalAssetsEOYAmt0302288
IRS990/TotalAssetsGrp/BOYAmt0327261
IRS990/TotalAssetsGrp/EOYAmt0302288
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0161663
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02982
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0193887
IRS990/TotalFunctionalExpensesGrp/TotalAmt0196869
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0825
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0825
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0326436
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0302288
IRS990/TotalProgramServiceExpensesAmt0193887
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010234
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171897
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0327261
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0302288
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0loes.srvusd.net/Families/Education-Fund
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Naresh Desai
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIVE OAK EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0LIVE
ReturnHeader/Filer/EIN0142001348
ReturnHeader/Filer/USAddress/AddressLine1Txt05151 SHERWOOD WAY
ReturnHeader/Filer/USAddress/CityNm0SAN RAMON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094582
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-05-01T08:08:31-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$302,288
Liabilities
$0
Net assets
$302,288
Revenue
$171,897
Expenses
$196,869
Net income
-$24,972
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
2024Detailed filing. Detailed filing data is available for this year.$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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$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