2021-05-14T17:07:28-05:00 2020-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2019-07-01 432014630 THE OAKLAND PUBLIC EDUCATION FUND OAKL 5102216968 PO BOX 71005 OAKLAND CA 94612 RAJ DHAWAN CHIEF FINANCIAL OFFICER 5102216968 2021-05-13 1 MICHAEL LUMSDEN P01262236 4159561500 2021-05-13 2019 2022-09-23 18:48:47Z ALEXANDRIA MEDINA PO BOX 71005 OAKLAND CA 94612 34452128 0 X WWW.OAKLANDEDFUND.ORG X 2003 CA SECURE AND MANAGE RESOURCES FOR OAKLAND PUBLIC SCHOOLS SO ALL STUDENTS CAN LEARN, GROW, AND THRIVE. 10 10 307 3000 0 0 25906123 31153637 2760820 2934544 320477 216352 105320 115642 29092740 34420175 10607556 11703321 0 0 6953762 6352531 0 0 234719 8172581 7177514 25733899 25233366 3358841 9186809 25670292 33409347 3592236 2144482 22078056 31264865 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. 0 0 23704213 11550321 2934544 FISCAL SPONSORSHIPS - THE OAKLAND PUBLIC EDUCATION FUND (ED FUND) FISCALLY SPONSORS PROJECTS IN OAKLAND THAT SUPPORT EDUCATION INITIATIVES AND ALIGN WITH THE ED FUND'S CHARITABLE PURPOSE. 257417 150000 0 THE ED FUND OVERSEES THE OAKLAND SCHOOL VOLUNTEERS PROGRAM, WHICH BRINGS IN PARENTS, COMMUNITY MEMBERS, AND CORPORATE PARTNERS TO PROVIDE ONGOING SUPPORT TO SCHOOLS, INCLUDING HELPING IN CLASSROOMS AND PROVIDING TUTORING. 31154 3000 0 THE A TO Z FUND PROVIDES TEACHERS EXTRA TRAINING FOR ENHANCEMENT AND DISTRIBUTES FUNDS TO EDUCATORS TO USE FOR FIELD TRIPS, MUSIC, SPORTS, AND OTHER UNDERFUNDED OPPORTUNITIES. 23992784 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 411 0 1 307 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X RAJ DHAWAN 4156080350 520 3RD STREET SUITE 109 OAKLAND CA 94607 JOEL MACKEY EXECUTIVE DIRECTOR (THROUGH 5/2020) 40.00 X 152173 0 18440 JENNIFER QUINN CHIEF FINANCIAL OFFICER 40.00 X 124972 0 360 ALEXANDRIA MEDINA EXECUTIVE DIRECTOR (START 5/2020) 40.00 X 115650 0 0 JONATHAN OSLER SR DIR OF SCHOOLS, PROGS & LEARNING 40.00 X 115650 0 0 JAYO MIKO MACASAQUIT DIRECTOR OF HR & OPERATIONS 40.00 X 104120 0 460 KYRA MUNGIA PROJECT DIRECTOR, OAKLAND PROMISE 40.00 X 100437 0 432 JIM WIGGETT BOARD CHAIR (THROUGH 4/2020) 1.00 X X 0 0 0 MARJORIE GOUX VICE CHAIR/BOARD CHAIR (START 4/2020) 1.00 X X 0 0 0 DELIDA COSTIN SECRETARY (THROUGH 11/2019) 1.00 X X 0 0 0 WILBUR HOBBS JR TREASURER 1.00 X X 0 0 0 LORAINE BINION MEMBER-AT-LARGE 1.00 X 0 0 0 BETSY BEROS MEMBER-AT-LARGE 1.00 X 0 0 0 HELEN BULWIK MEMBER-AT-LARGE 1.00 X 0 0 0 RUPA CHANDRA GUPTA MEMBER-AT-LARGE 1.00 X 0 0 0 CARI JACOBS MEMBER-AT-LARGE 1.00 X 0 0 0 TOM LOW MEMBER-AT-LARGE 1.00 X 0 0 0 BETSY MERZENICH MEMBER-AT-LARGE 1.00 X 0 0 0 JOHN PALMER MEMBER-AT-LARGE 1.00 X 0 0 0 713002 0 19692 5 0 1 0 BLUEPRINT SCHOOLS NETWORK PO BOX 920440 NEEDHAM MA 024920005 SERVICES FOR MATH FELLOWS PROGRAM 266000 SRI INTERNATIONAL PO BOX 2767 MENLO PARK CA 940252767 INDEPENDENT EVALUATION SERVICES 250000 EAST BAY ASIAN YOUTH CENTER 2025 EAST 12TH STREET OAKLAND CA 94606 MATH MENTORSHIP/TUTORING SERVICES 225451 NORC 55 EAST MONROE STREET FLOOR 20 CHICAGO IL 60603 INDEPENDENT EVALUATION SERVICES 161673 SAGE FINANCIAL SOLUTIONS INC 2101 PEAR STREET 6 PINOLE CA 94564 FINANCIAL COACHING & PROGRAM SERVICES 153417 9 87813 182474 30883350 31153637 FISCAL SPONSOR PROJECTS 611710 2029448 2029448 PROGRAM SERVICE FEES / SALES 611710 905096 905096 2934544 216352 216352 101470 87813 31953 69517 69517 OTHER REVENUE 900099 46125 46125 46125 34420175 2934544 0 331994 X 10764837 10764837 938484 938484 411595 286263 125332 5134899 4741714 250692 142493 331244 257605 53289 20350 474793 423444 37228 14121 74614 74614 2709363 2512591 147152 49620 10857 5563 4694 600 2919794 2857816 61083 895 137345 113663 23616 66 246901 173586 73315 73548 73454 94 301713 301326 387 22350 22350 STAFF DEVELOPMENT 281100 231958 45387 3755 DUES AND SUBSCRIPTIONS 205660 122809 82256 595 BAD DEBT EXPENSE 123684 123684 EQUIPMENT MAINTENANCE 51327 46633 2470 2224 19258 17354 1904 25233366 23992784 1005863 234719 831068 1039872 18135757 20771835 1959515 10070778 1056147 1422396 154930 85189 2928942 0 603933 19277 25670292 33409347 1960174 730082 1632062 425000 989400 3592236 2144482 X 2234534 1099005 19843522 30165860 22078056 31264865 25670292 33409347 9186809 0 X 0 1 X 1 0 X 19779928 19176708 27268711 25906123 31153637 123285107 19779928 19176708 27268711 25906123 31153637 123285107 31312586 91972521 44492 51522 106639 320477 216352 739482 297361 81372 69517 448250 129047 32348 5938 23948 46125 237406 124710245 12370988 0.73750 0.74090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 129,047. 2016 AMOUNT: $ 32,348. 2017 AMOUNT: $ 5,938. 2018 AMOUNT: $ 23,948. 2019 AMOUNT: $ 46,125. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 34420175 0 34420175 0 34420175 25233366 0 25233366 0 25233366 PART X, LINE 2: THE ED FUND FOLLOWS THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740. AS OF JUNE 30, 2020, MANAGEMENT EVALUATED THE ED FUND'S TAX POSITIONS AND CONCLUDED THAT THE ED FUND HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. ED FUND GALA 189283 87813 101470 19192 9243 3518 189283 87813 101470 19192 9243 3518 31953 69517 1 ASPIRE PUBLIC SCHOOLS 1001 22ND AVENUE SUITE 100 OAKLAND CA 94606 943311088 501(C)(3) 9200 PROMOTE EDUCATION BAY AREA COMMUNITY RESOURCES 171 CARLOS DRIVE SAN RAFAEL CA 94903 942346815 501(C)(3) 132888 PROMOTE EDUCATION BAY AREA PARENT LEADERSHIP ACTION NETWORK 7200 BANCROFT AVENUE OAKLAND CA 94605 262618507 501(C)(3) 14500 PROMOTE EDUCATION PARTNERSHIP FOR CHILDREN & YOUTH PO BOX 2847 EL CERRITO CA 94530 043653529 501(C)(3) 35000 PROMOTE EDUCATION BOOKNOOK 600 GRAND AVENUE 410B OAKLAND CA 94610 814190324 50000 PROMOTE EDUCATION EAST BAY ASIAN YOUTH CENTER 2025 EAST 12TH STREET OAKLAND CA 94606 942925799 501(C)(3) 36951 PROMOTE EDUCATION EDUCATE78 2323 BROADWAY OAKLAND CA 94612 474248922 501(C)(3) 7000 PROMOTE EDUCATION EDUCATION FOR CHANGE 333 HEGENBERGER ROAD 600 OAKLAND CA 94621 202204424 501(C)(3) 26600 PROMOTE EDUCATION HIGH EXPECTATIONS 333 HEGENBERGER ROAD 306 OAKLAND CA 94621 270903541 18000 PROMOTE EDUCATION HONORS PATHWAY 1111 BROAWDWAY 3RD FLOOR OAKLAND CA 94607 432014630 94500 PROMOTE EDUCATION LINCOLN 1266 14TH STREET OAKLAND CA 94607 941156501 501(C)(3) 12500 PROMOTE EDUCATION LITERACY LAB DBA LITLAB 120 LINDEN STREET OAKLAND CA 94607 472116172 501(C)(3) 70000 PROMOTE EDUCATION THE SAN FRANCISCO FOUNDATION ONE EMBARCADERO SUITE 1400 SAN FRANCISCO CA 94111 010679337 501(C)(3) 1279100 PROMOTE EDUCATION NEW TEACHER CENTER 1205 PACIFIC AVENUE 301 SANTA CRUZ CA 95060 262427526 501(C)(3) 10000 PROMOTE EDUCATION OAKLAND KIDS FIRST 2744 E 11 STREET UNIT H08 OAKLAND CA 94601 010594835 501(C)(3) 20000 PROMOTE EDUCATION OAKLAND PROMISE 360 GRAND AVENUE 363 OAKLAND CA 94610 542103707 501(C)(3) 80393 PROMOTE EDUCATION OAKLAND UNIFIED SCHOOL DISTRICT 1000 BROADWAY OAKLAND CA 94607 946000385 STATE OF CA 7833019 PROMOTE EDUCATION SAFE PASSAGES 250 FRANK H OGAWA PLAZA SUITE 6306 OAKLAND CA 94612 204535835 501(C)(3) 127763 PROMOTE EDUCATION THE OAKLAND REACH 333 HEGENBERGER ROAD SUITE 750 OAKLAND CA 94621 831289590 501(C)(3) 25000 PROMOTE EDUCATION 16 3 EDUCATIONAL SUPPLIES STIPENDS 140 938484 PART I, LINE 2: FOR EACH GRANT, THE ED FUND RECORDS INTO ITS GRANTS MANAGEMENT DATABASE KEY DATES, REPORTING REQUIREMENTS, AND RESTRICTIONS ON THE USE OF GRANT FUNDS, WHICH ALLOWS FOR ENHANCED COLLABORATION AND RECORD-KEEPING. THE ORGANIZATION WILL (ON OCCASION) MEET WITH PROGRAM STAFF AND KEY FINANCIAL PERSONNEL OF THE GRANTEE TO ENSURE PROPER USE OF GRANTED FUNDS, AND REQUIRES FINANCIAL AND/OR OTHER REPORTS TO ACCOUNT FOR THE USE OF GRANTED FUNDS. GRANTS TO INDIVIDUALS ARE NOT MONITORED, BUT RATHER, AWARDED ON AN AS-NEEDED BASIS. X X 0 0 0 0 0 0 0 0 0 JOEL MACKEY EXECUTIVE DIRECTOR (THROUGH 5/2020) 145573 0 6600 0 0 0 0 0 18440 0 170613 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE AND ACCOUNTING DEPARTMENT; THE DRAFT IS THEN REVIEWED BY THE CFO, AND ADJUSTMENTS MADE (AS NECESSARY). THE COMPLETE FORM 990 IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH COVERS ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR MONITORING AND ENFORCING COMPLIANCE WITH THE POLICY. COVERED INDIVIDUALS ARE REQUIRED TO DISCLOSE TO THE BOARD OF DIRECTORS ANY FINANCIAL INTEREST WHICH MIGHT GIVE RISE TO A CONFLICT OF INTEREST. A PERSON WHO REPORTS OR IS DISCLOSED AS HAVING A CONFLICT OF INTEREST SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS CONDUCTS A REVIEW OF COMPENSATION FOR THE EXECUTIVE DIRECTOR. THIS PROCESS CONSISTS OF REVIEWING COMPENSATION DATA FROM THE FAIR PAY FOR NORTHERN CALIFORNIA NONPROFITS SURVEY, CONSIDERING THE FOLLOWING ATTRIBUTES: BUDGET SIZE, GEOGRAPHIC LOCATION, NUMBER OF EMPLOYEES MANAGED, AND OVERALL RESPONSIBILITIES OF THE EXECUTIVE DIRECTOR. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS THEN BASED ON THE AVERAGE OF THE 50TH AND 75TH PERCENTILE OF THESE COMPARABLE ORGANIZATIONS. THE EXECUTIVE DIRECTOR CONDUCTS A REVIEW OF COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. THIS PROCESS CONSISTS OF REVIEWING THE COMPENSATION DATA OF SIMILAR EMPLOYEES FROM THE FAIR PAY FOR NORTHERN CALIFORNIA NONPROFITS SURVEY, CONSIDERING THE FOLLOWING ATTRIBUTES: BUDGET SIZE, GEOGRAPHIC LOCATION, AND NUMBER OF EMPLOYEES. COMPENSATION IS DETERMINED UTILIZING AN AVERAGE OF THESE SIMILARLY SITUATED EMPLOYEES IN COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT AND PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,512,591. MANAGEMENT AND GENERAL EXPENSES 147,152. FUNDRAISING EXPENSES 49,620. TOTAL EXPENSES 2,709,363.