LOMA PUBLIC EDUCATION FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOMA PUBLIC EDUCATION FUND (EIN 03-0440872)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-15
- IRS object ID
- 201400499349300600
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-15T02:11:54-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941668792 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETRINOVICH PUGH & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 WEST SANTA CLARA ST 830 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951131716 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030440872 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA PUBLIC EDUCATION FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOMA | NameControl |
| Phone | 4083531101 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23800 SUMMIT ROAD | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95033 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN ROTHSCHILD | Name |
| Title | VP OF FINANCE | Title |
| Phone | 4083531101 | Phone |
| Date Signed | 2014-02-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN KAWAMOTO | Name |
| PTIN | P00476783 | PTIN |
| Phone | 4082877911 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JULIE LANE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23800 SUMMIT ROAD | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 708787 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LPEF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | ENHANCE THE EDUCATION EXPERIENCE FOR STUDENTS IN THE LOMA PRIETA JOINT UNION SCHOOL DISTRICT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 70 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 484752 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 507105 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 442 | InvestmentIncomePriorYear |
| Investment Income Current Year | 425 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -44461 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7591 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 440733 | TotalRevenuePriorYear |
| Total Revenue Current Year | 515121 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 792055 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 483125 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1381 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4703 | OtherExpensePriorYear |
| Other Expenses Current Year | 6772 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 796758 | TotalExpensesPriorYear |
| Total Expenses Current Year | 489897 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -356025 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 25224 | RevenuesLessExpensesCY |
| Total Assets BOY | 615257 | TotalAssetsBOY |
| Total Assets EOY | 826173 | TotalAssetsEOY |
| Total Liabilities BOY | 533344 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 719036 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 81913 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 107137 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 484343 | Expense |
| Grants | 483125 | Grants |
| Description | THE 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. | Description |
| Total Program Service Expense | 484343 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE LANE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4083531101 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23800 SUMMIT ROAD | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JULIE LANE | ||||||
| PRESIDENT | 20.00 | X | X | 0 | 0 | 0 |
| AMY RAMSAY | ||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 |
| KAREN ROTHSCHILD | ||||||
| VP OF FINANCE | 20.00 | X | X | 0 | 0 | 0 |
| ROBERT LOHRER | ||||||
| VP OF COMMUNICATIONS | 3.00 | X | X | 0 | 0 | 0 |
| JONI THOMAS | ||||||
| VP OF EVENTS | 3.00 | X | X | 0 | 0 | 0 |
| BILL TAYLOR | ||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | |
| SHAUN OLSON | ||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | |
| NILI MOR | ||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | |
| NORA KIM | ||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | |
| GINA FRANK | ||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 57820 | FundraisingEvents |
| All Other Contributions | 449285 | AllOtherContributions |
| Noncash Contributions | 132647 | NoncashContributions |
| Total Contributions | 507105 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 425 | TotalRevenueColumn |
| Exclusion | $425 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 201257 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 57820 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 193666 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7591 | TotalRevenueColumn |
| Exclusion | $7,591 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 515121 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $8,016 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 483125 | Total |
| Program Services | 483125 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000 | Total |
| Program Services | 450 | ProgramServices |
| Management And General | 100 | ManagementAndGeneral |
| Fundraising | 450 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1626 | Total |
| Program Services | 650 | ProgramServices |
| Management And General | 163 | ManagementAndGeneral |
| Fundraising | 813 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| PAYPAL FEES - KEEP | 2166 | 2166 | ||
| PRINTING & PUBLICATIONS | 1468 | 1468 | ||
| DUES & SUBSCRIPTIONS | 250 | 250 | ||
| TELEPHONE/WEB HOSTING | 162 | 16 | 73 | 73 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100 | Total |
| Program Services | 45 | ProgramServices |
| Management And General | 10 | ManagementAndGeneral |
| Fundraising | 45 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489897 | Total |
| Program Services | 484343 | ProgramServices |
| Management And General | 4173 | ManagementAndGeneral |
| Fundraising | 1381 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14869 | BOY |
| EOY | 12126 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 598789 | BOY |
| EOY | 811047 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 599 | BOY |
| EOY | 3000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 615257 | BOY |
| EOY | 826173 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 533344 | BOY |
| EOY | 719036 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 533344 | BOY |
| EOY | 719036 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114776 | BOY |
| EOY | 114776 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -32863 | BOY |
| EOY | -7639 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81913 | BOY |
| EOY | 107137 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 615257 | BOY |
| EOY | 826173 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 25224 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 252759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 359902 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 388141 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 484052 | CurrentTaxYearMinus1Year |
| Current Tax Year | 507105 | CurrentTaxYear |
| Total | 1991959 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 252759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 359902 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 388141 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 484052 | CurrentTaxYearMinus1Year |
| Current Tax Year | 507105 | CurrentTaxYear |
| Total | 1991959 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1991959 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3844 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 238 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 303 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 442 | CurrentTaxYearMinus1Year |
| Current Tax Year | 425 | CurrentTaxYear |
| Total | 5252 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1997211 | TotalSupport |
| Gross Receipts From Admissions Etc | 554837 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99090 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 209455 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 37435 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 172020 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 9638 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 22121 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 128468 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 49622 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 20385 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 29237 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 11425 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 4000 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 18014 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 259077 | GrossReceiptsTotal |
| Charitable Contributions Total | 57820 | CharitableContributionsTotal |
| Gross Revenue Total Events | 201257 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 21063 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 26121 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 146482 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 193666 | DirectExpenseSummaryEvents |
| Net Income Summary | 7591 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA PRIETA JOINT UNIFIED SCHOOL DISTRICT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23800 SUMMIT ROAD | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 483125 | AmountOfCashGrant |
| Purpose Of Grant | TO SUPPORT ACADEMIC AND PHYSICAL EDUCATION PROGRAMS AT THE ELEMENTARY AND MIDDLE SCHOOLS. | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 2 | Identifier |
| Return Reference | DESCRIPTION OF GRANT MONITORING PROCESS | ReturnReference |
| Explanation | GRANTS 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. | Explanation |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 128647 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | CATERING | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE VP OF FINANCE, WHO HAS THE AUTHORITY TO REVIEW AND APPROVE THE TAX RETURN, REVIEWS THE TAX RETURN AND DISCUSSES ANY OPEN ISSUES/QUESTIONS WITH THE TAX PREPARER. THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE TAX RETURN BEFORE ITS FINAL FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINES 12A, 13 & 14 | THE ORGANIZATION WILL BE ADOPTING WRITTEN POLICIES PERTAINING TO CONFLICTS OF INTEREST, WHISTLEBLOWER PROCEDURES, AND DOCUMENT RETENTION AND DESTRUCTION IN THE COMING FISCAL YEAR. |
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