Loma Public Education Fund (EIN 030440872) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

Lauren Gallagher

Phone

4089303822

Tax Period

2023-07-01 to 2024-06-30

Loma Public Education Fund, founded in 2002, is a small nonprofit in the Education sector that reported $363K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year.

Mission

Enhance the education experience for students in the Loma Prieta Joint Union School District.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $173,981

Program Service Revenue $0

Investment Income $11,814

Other Revenue $177,164

TOTAL REVENUE $362,959

Expense Breakdown

Grants Paid $336,062

Salaries & Benefits $0

Fundraising Expenses $1,477

Program Expenses $359,810

Other Expenses $25,225

TOTAL EXPENSES $361,287

Year-over-Year Comparison

	2023	2022	Change
Revenue	$362,959	$420,895	-0.1%
Expenses	$361,287	$416,672	-0.1%
Net Income	$1,672	$4,223	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shannon Harell	President	10.00	Officer Director	$0	$0	$0
Kim Girard	Vice President	10.00	Officer Director	$0	$0	$0
Lydia Harville	Secretary	10.00	Officer Director	$0	$0	$0
Lauren Gallagher	Treasurer	10.00	Officer Director	$0	$0	$0
Blyth Strachman	Member	5.00	Director	$0	$0	$0
Elyse Fairweather	Member	5.00	Director	$0	$0	$0
Andrew Naylor	Member	5.00	Director	$0	$0	$0
Kate Hutchinson	Ex-Officio Memb	5.00	Director	$0	$0	$0
Tamara Marx	Ex-Officio Memb	5.00	Director	$0	$0	$0
Marlena Schultz	Ex-Officio Memb	5.00	Director	$0	$0	$0
Erin Asheghian	Ex-Officio Memb	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$362,959	$361,287	$353,564	$1,672
2023	$420,895	$416,672	$960,987	$4,223
2022	$500,000	$555,863	$872,140	$-55,863
2021	$705,935	$648,883	$703,753	$57,052
2020	$319,397	$358,615	$473,640	$-39,218
2019	$411,321	$535,474	$565,812	$-124,153
2019	$410,621	$414,014	$565,139	$-3,393
2018	$414,788	$599,698	$568,694	$-184,910

Loma Public Education Fund