Nonprofit · EIN 03-0440872
LOMA PUBLIC EDUCATION FUND
Tax-exempt (reinstated) · LOS GATOS, CA 95033
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $329,173 | $320,667 | $8,506 | $336,501 | $300,000 | $36,501 |
| June 30, 2024 | 990 | $362,959 | $361,287 | $1,672 | $353,564 | $325,569 | $27,995 |
| June 30, 2023 | 990 | $420,895 | $416,672 | $4,223 | $960,987 | $934,664 | $26,323 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $171,299
- Program service revenue
- $0
- Investment income
- -$199
- Net gain from sales of assets
- -$236
- Net income from fundraising events
- $158,073
- Other revenue
- $158,073
Expenses
- Grants and similar amounts paid
- $300,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,705
- Program services (functional)
- $318,669
- Fundraising (functional)
- $1,998
Balance sheet and other
- Total assets, start of year
- $353,564
- Total assets, end of year
- $336,501
- Total liabilities, end of year
- $300,000
- Net assets, end of year
- $36,501
- Net assets without donor restrictions
- $36,501
- Gross receipts
- $384,425
- Employees
- 0
- Volunteers
- 40
- Year formed
- 2002
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shannon Harell | President Trustee or director, Officer | 10 | $0 |
| Kim Girard | Vice President Trustee or director, Officer | 10 | $0 |
| Lydia Harville | Secretary Trustee or director, Officer | 10 | $0 |
| Lauren Gallagher | Treasurer Trustee or director, Officer | 10 | $0 |
| Joanna Rauh | Member Trustee or director | 5 | $0 |
| Blyth Strachman | Member Trustee or director | 5 | $0 |
| Elyse Fairweather | Member Trustee or director | 5 | $0 |
| Andrew Naylor | Member Trustee or director | 5 | $0 |
| Dean Hopkins | Member Trustee or director | 5 | $0 |
| Tamara Marx | Ex-Officio Memb Trustee or director | 5 | $0 |
| Erika Kula | Member Trustee or director | 5 | $0 |
| Suzann Schwartz | Member Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shannon Harell | President Trustee or director, Officer | 10 | $0 |
| Kim Girard | Vice President Trustee or director, Officer | 10 | $0 |
| Lydia Harville | Secretary Trustee or director, Officer | 10 | $0 |
| Lauren Gallagher | Treasurer Trustee or director, Officer | 10 | $0 |
| Blyth Strachman | Member Trustee or director | 5 | $0 |
| Elyse Fairweather | Member Trustee or director | 5 | $0 |
| Andrew Naylor | Member Trustee or director | 5 | $0 |
| Kate Hutchinson | Ex-Officio Memb Trustee or director | 5 | $0 |
| Tamara Marx | Ex-Officio Memb Trustee or director | 5 | $0 |
| Marlena Schultz | Ex-Officio Memb Trustee or director | 5 | $0 |
| Erin Asheghian | Ex-Officio Memb Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephanie Wells | President Trustee or director, Officer | 10 | $0 |
| Eleanna Kim | Vice President Trustee or director, Officer | 10 | $0 |
| Cristina Werdebaugh | Secretary Trustee or director, Officer | 10 | $0 |
| Lauren Gallagher | Treasurer Trustee or director, Officer | 10 | $0 |
| Elizabeth Cunningham | Member Trustee or director | 5 | $0 |
| Kate Eldridge | Member Trustee or director | 5 | $0 |
| Elyse Fairweather | Member Trustee or director | 5 | $0 |
| Kourtney Feinstein | Member Trustee or director | 5 | $0 |
| Lydia Harville | Member Trustee or director | 5 | $0 |
| Tamara Marx | Member Trustee or director | 5 | $0 |
| Marlena Schultz | Member Trustee or director | 5 | $0 |
| Erin Asheghian | Ex-Officio Memb Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 23800 SUMMIT RD, LOS GATOS, CA 95033-9289
- In care of
- % PAT MCGRATH
- Principal officer (990 for 2024)
- Lauren Gallagher, 23800 Summit Road, Los Gatos, CA 95033
- Signed the 990
- Lauren Gallagher, Treasurer
- Phone
- (408) 930-3822
- Website
- WWW.LPEF.ORG
- Return prepared by
- CHAD HOESING CPA INC
California records
California keeps its own records of charities and corporations. Search them by EIN 03-0440872 or by the name LOMA PUBLIC EDUCATION FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- The organization raises money through fundraising and special events. The monies are awarded as specific grants to the Loma Prieta Joint Union School District to support various types of programs.Expenses $318,669 · grants $300,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 03-0440872
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $336,501
- Income (IRS master file)
- $384,425
Revocation and reinstatement
- Exemption revoked
- November 15, 2016
- Posted by the IRS
- April 26, 2017
- Reinstated
- Effective November 15, 2016
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $329,173 | $320,667 | $336,501 | IRS |
| 990 | June 2024 | $362,959 | $361,287 | $353,564 | IRS |
| 990 | June 2023 | $420,895 | $416,672 | $960,987 | XML |
| 990 | June 2022 | $500,000 | $555,863 | $872,140 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0440872).
Questions about LOMA PUBLIC EDUCATION FUND
- What is the EIN of LOMA PUBLIC EDUCATION FUND?
- The employer identification number (EIN) of LOMA PUBLIC EDUCATION FUND is 03-0440872.
- Is LOMA PUBLIC EDUCATION FUND tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2016 and reinstated it effective November 15, 2016.
- Are donations to LOMA PUBLIC EDUCATION FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LOMA PUBLIC EDUCATION FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LOMA PUBLIC EDUCATION FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOMA PUBLIC EDUCATION FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LOMA PUBLIC EDUCATION FUND?
- The 990 for the year ended June 30, 2025 names Lauren Gallagher.
- Who are the officers and directors of LOMA PUBLIC EDUCATION FUND?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does LOMA PUBLIC EDUCATION FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $329,173, expenses of $320,667 and total assets of $336,501 at year end.
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