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Nonprofiteer
← THE OAKLAND PUBLIC EDUCATION FUND

Form 990 for tax year 2023

Filed by THE OAKLAND PUBLIC EDUCATION FUND.

Totals

Total revenue
$21,802,431
Total expenses
$25,003,647
Contributions and grants received
$15,798,217
Grants paid
$9,970,448
Program service revenue
$5,659,821
Investment income
$264,749
Other revenue
$79,644
Total assets, end of year
$27,089,178
Total liabilities, end of year
$2,282,932
Net assets or fund balances, end of year
$24,806,246
Program services expenses (Part IX)
$21,065,294
Management and general expenses
$3,894,766
Fundraising expenses
$43,587
Program service expenses (Part III)
$21,065,294

Program services were 84.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $137,752

  • 1e · Government grants (contributions)

    $262,813

  • 1f · All other contributions, gifts and grants

    $15,397,652

  • 1g · Noncash contributions included above

    $22,442

  • 2a · Program service revenue: FISCAL SPONSOR PROJECTS

    total $4,475,454 · related or exempt $4,475,454

  • 2b · Program service revenue: PROG SERVICE FEES / SALES / CONTR

    total $1,184,367 · related or exempt $1,184,367

  • 3 · Investment income

    total $264,749 · excluded $264,749

  • 8a · Fundraising events: gross income

    $108,703

  • 8a · Fundraising events: contributions included on line 1c

    $137,752

  • 8b · Fundraising events: direct expenses

    $135,210

  • 8c · Net income from fundraising events

    total -$26,507 · excluded -$26,507

  • 11a · Other revenue: OTHER REVENUE

    total $106,151 · excluded $106,151

  • 11e · Other revenue, total

    $106,151

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,197,671 · program services $8,197,671

  • 2 · Grants to domestic individuals

    total $1,772,777 · program services $1,772,777

  • 5 · Compensation of officers, directors and key employees

    total $453,273 · management and general $453,273

  • 7 · Other salaries and wages

    total $5,684,918 · program services $4,086,583 · management and general $1,586,393 · fundraising $11,942

  • 9 · Other employee benefits

    total $584,845 · program services $225,208 · management and general $359,637

  • 10 · Payroll taxes

    total $514,253 · program services $339,750 · management and general $173,512 · fundraising $991

  • 11b · Fees: legal

    total $20,692 · program services $3,975 · management and general $16,717

  • 11c · Fees: accounting

    total $75,997 · management and general $75,997

  • 11g · Fees: other

    total $3,964,184 · program services $3,087,389 · management and general $875,795 · fundraising $1,000

  • 12 · Advertising and promotion

    total $10,261 · program services $4,272 · management and general $5,989

  • 13 · Office expenses

    total $1,016,503 · program services $934,372 · management and general $61,686 · fundraising $20,445

  • 14 · Information technology

    total $201,979 · program services $166,858 · management and general $35,121

  • 16 · Occupancy

    total $155,981 · program services $101,816 · management and general $54,165

  • 17 · Travel

    total $138,229 · program services $132,859 · management and general $4,914 · fundraising $456

  • 19 · Conferences, conventions and meetings

    total $209,207 · program services $191,983 · management and general $14,899 · fundraising $2,325

  • 23 · Insurance

    total $32,293 · program services $2,559 · management and general $29,734

  • 24a · Other expenses: STAFF DEVELOPMENT

    total $438,718 · program services $413,459 · management and general $24,472 · fundraising $787

  • 24b · Other expenses: FIELD TRIPS

    total $325,467 · program services $325,467

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $162,799 · program services $64,232 · management and general $96,425 · fundraising $2,142

  • 24d · Other expenses: BACKGROUND CHECKS

    total $6,224 · program services $1,654 · management and general $4,570

  • 24e · All other expenses

    total $1,037,376 · program services $1,012,410 · management and general $21,467 · fundraising $3,499

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $18,538,259 · end of year $15,786,308

  • 2 · Savings and temporary cash investments

    beginning of year $1,145,356 · end of year $2,373,605

  • 3 · Pledges and grants receivable

    beginning of year $7,919,949 · end of year $7,146,253

  • 4 · Accounts receivable

    beginning of year $1,867,819 · end of year $1,203,159

  • 9 · Prepaid expenses and deferred charges

    beginning of year $208,412 · end of year $205,675

  • 15 · Other assets

    beginning of year $100,078 · end of year $374,178

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,687,112 · end of year $1,910,504

  • 25 · Other liabilities

    beginning of year $85,299 · end of year $372,428

  • 27 · Net assets without donor restrictions

    beginning of year $9,763,850 · end of year $9,243,147

  • 28 · Net assets with donor restrictions

    beginning of year $18,243,612 · end of year $15,563,099

Mission and programs · 2023

Mission

THE OAKLAND PUBLIC EDUCATION FUND LEADS THE DEVELOPMENT AND INVESTMENT OF COMMUNITY RESOURCES IN OAKLAND PUBLIC SCHOOLS SO THAT ALL STUDENTS CAN LEARN, GROW, AND THRIVE.

Activities or mission (Part I)

SECURE AND MANAGE RESOURCES FOR OAKLAND PUBLIC SCHOOLS SO ALL STUDENTS CAN LEARN, GROW, AND THRIVE.

  • THE OAKLAND PUBLIC EDUCATION FUND ("THE ED FUND") SECURES AND MANAGES RESOURCES FOR SCHOOLS WHILE HELPING THOSE SCHOOLS DEVELOP THEIR OWN CAPACITY TO CREATE THE BEST LEARNING ENVIRONMENTS FOR THEIR STUDENTS. THE ED FUND WORKS WITH SCHOOLS THAT STRIVE TO BE RESULTS ORIENTED, TO DEVELOP ENTREPRENEURIAL LEADERSHIP, AND TO CULTIVATE COLLABORATION AND FAMILY LEADERSHIP, AND TO FOCUS ON STUDENT PERSONALIZATION AND INNOVATIVE CURRICULUM. THE ED FUND IS ALSO A FISCAL SPONSOR FOR A RANGE OF PROJECTS WITH THE OAKLAND PUBLIC SCHOOLS, OAKLAND UNIFIED SCHOOL DISTRICT, AND EDUCATION-FOCUSED PROJECTS.

    Expenses $21,065,294 · Grants $9,970,448 · Revenue $5,659,821

As filed on the 2023 return.

Listed in Part VII

  • Marjorie Goux

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Loraine Binion-Hardy

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • John Palmer

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Wilbur Hobbs Jr

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Landon Baines

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Helen Bulwik

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rupa Chandra Gupta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cari Jacobs-Crovetto

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Travis Kauzer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thais Rezende

    DIRECTOR THROUGH 9/2023

    Total calculated
    $0
    Hours/week
    1

  • Dawn Taketa Riordan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tiffany Wood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Reynold Samoranos

    FRACTIONAL CFO

    Total calculated
    $237,086
    From this org
    $237,086
    From related orgs
    $0
    Other
    $0
    Hours/week
    25

    Schedule J breakdown matched by us

    Base
    $237,086
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $237,086

  • Alexandria Medina

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $192,497
    From this org
    $184,930
    From related orgs
    $0
    Other
    $7,567
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,930
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,567
    Filer's total
    $192,497

  • Lucretia Cotton

    CONTROLLER

    Total calculated
    $174,282
    From this org
    $159,470
    From related orgs
    $0
    Other
    $14,812
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,470
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,812
    Filer's total
    $174,282

  • Patrick Messac

    PROJECT MANAGER, #OAKLANDUNDIVIDED

    Total calculated
    $158,059
    From this org
    $151,377
    From related orgs
    $0
    Other
    $6,682
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,377
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $6,682
    Filer's total
    $158,059

  • Allyson Dela Cruz

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $149,214
    From this org
    $143,470
    From related orgs
    $0
    Other
    $5,744
    Hours/week
    40

  • Cinthia Diaz

    DIR OF COMM IMPACT, #OAKLANDUNDIVIDED

    Total calculated
    $131,671
    From this org
    $125,715
    From related orgs
    $0
    Other
    $5,956
    Hours/week
    40

  • Priya Jagannathan

    DIR, OAKLAND STARTING SMART & STRONG

    Total calculated
    $125,927
    From this org
    $125,927
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • OAKLAND UNIFIED SCHOOL DISTRICT

    $5,692,998

    TO SUPPORT THE OAKLAND UNIFIED SCHOOL DISTRICT IN THE AREAS OF COMPUTER SCIENCE, MATHEMATICS AND SUPPORT EDUCATORS PROFESSIONAL DEVELOPMENT AND INNOVATION ACROSS THE MIDDLE SCHOOLS.

  • TECH EXCHANGE

    $693,086

    GENERAL SUPPORT OF THE ORGANIZATION.

  • THE FREEDOM SCHOOL LLC

    $360,000

    GENERAL SUPPORT OF THE ORGANIZATION.

  • EAST BAY AGENCY FOR CHILDREN

    $248,800

    TO SUPPORT THE OAKLAND COMMUNITY UNITED FOR EDUCATION SUCCESS (CUES) PROGRAM TO INCREASE ATTENDANCE AND ENGAGEMENT OF DISCONNECTED STUDENTS AND FAMILIES.

  • SAFE PASSAGES

    $196,782

    TO SUPPORT THE OAKLAND COMMUNITY UNITED FOR EDUCATION SUCCESS (CUES) PROGRAM TO INCREASE ATTENDANCE AND ENGAGEMENT OF DISCONNECTED STUDENTS AND FAMILIES.

  • OAKLAND PACIFIC ISLANDER NETWORK

    $180,000

    THE PURPOSE OF THE GRANT IS TO ASSIST WITH THE GOAL FROM CUES (GOAL #3): 80% OF TARGETED 9TH TO 12TH GRADE STUDENTS, IN THE FOLLOWING NEIGHBORHOODS ACROSS THE CITY 1) FRUITVALE, 2) EAST OAKLAND, 3) WEST OAKLAND, AND 4) CENTRAL OAKLAND SAN ANTONIO, WILL SHOW IMPROVEMENT IN ON TRACK TO GRADUATE AS DETERMINED BY EARLY WARNING INDICATOR DATA.

  • EAST BAY SPANISH SPEAKING CITIZENS FOUNDATION

    $140,529

    TO SUPPORT THE OAKLAND COMMUNITY UNITED FOR EDUCATION SUCCESS (CUES) PROGRAM TO INCREASE ATTENDANCE AND ENGAGEMENT OF DISCONNECTED STUDENTS AND FAMILIES.

  • OAKLAND KIDS FIRST

    $92,310

    TO SUPPORT THE OAKLAND COMMUNITY UNITED FOR EDUCATION SUCCESS (CUES) PROGRAM TO INCREASE ATTENDANCE AND ENGAGEMENT OF DISCONNECTED STUDENTS AND FAMILIES.

  • OAKLAND PROMISE

    $80,000

    16 SCHOLARSHIPS TO ENABLE GRADUATING SENIORS TO PAY FOR POST-HIGH SCHOOL EDUCATIONAL NEEDS.

  • ACTA NON VERBA YOUTH URBAN FARM PROJECT

    $67,754

    TO SUPPORT THE OAKLAND COMMUNITY UNITED FOR EDUCATION SUCCESS (CUES) PROGRAM TO INCREASE ATTENDANCE AND ENGAGEMENT OF DISCONNECTED STUDENTS AND FAMILIES.

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
28 April 2025
IRS schema version
2023v6.0
Source object
202521199349302002

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.