2020-07-13T13:59:35-05:00 2019-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2018-07-01 432014630 THE OAKLAND PUBLIC EDUCATION FUND OAKL 5102216968 PO BOX 71005 OAKLAND CA 94612 JENNIFER QUINN CHIEF FINANCIAL OFFICER 5102216968 2020-07-08 1 MICHAEL LUMSDEN P01262236 4159561500 2020-07-08 76.14.38.113 2020-07-08 18:30:09 PD P 00C4359F54289D19625D58AABAD73364CEA05A5F 00C4359F54289D19625D58AABAD73364CEA05A5F 2018 2021-01-29 14:40:06Z ALEXANDRIA MEDINA PO BOX 71005 OAKLAND CA 94612 29191028 0 X WWW.OAKLANDEDFUND.ORG X 2003 CA SECURE AND MANAGE RESOURCES FOR OAKLAND PUBLIC SCHOOLS SO ALL STUDENTS CAN LEARN, GROW, AND THRIVE. 8 8 295 3000 0 0 27268711 25906123 2620278 2760820 106639 320477 303299 105320 30298927 29092740 10295741 10607556 0 0 6765360 6953762 0 0 327045 7802288 8172581 24863389 25733899 5435538 3358841 27531323 25670292 7486791 3592236 20044532 22078056 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 21008627 10484585 2760820 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. 2721188 0 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. 137299 122971 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. 23867114 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 775 0 1 295 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JENNIFER QUINN 5102216968 520 3RD STREET SUITE 109 OAKLAND CA 94607 ROBERT SPENCER CHAIR 1.00 X X 0 0 0 JIM WIGGETT VICE CHAIR 1.00 X X 0 0 0 HELEN BULWIK TREASURER 1.00 X X 0 0 0 MARJORIE GOUX SECRETARY 1.00 X X 0 0 0 DELIDA COSTIN MEMBER-AT-LARGE 1.00 X 0 0 0 RUPA CHANDRA GUPTA MEMBER-AT-LARGE 1.00 X 0 0 0 BETSY MERZENICH MEMBER-AT-LARGE 1.00 X 0 0 0 RHONNEL SOTELO MEMBER-AT-LARGE 1.00 X 0 0 0 JOEL MACKEY EXECUTIVE DIRECTOR 40.00 X 79539 0 5948 DAVID KORSAK CFO THROUGH 4/2019 40.00 X 141528 0 5955 JENNIFER QUINN CONTROLLER / CFO START 4/2019 40.00 X 32655 0 2096 TORMAN JAHI PROGRAM MANAGER 40.00 X 106000 0 7134 AMANDA FEINSTEIN DIRECTOR OF BRILLIANT BABY 40.00 X 104630 0 8744 464352 0 29877 3 0 0 0 BLUEPRINT SCHOOLS NETWORK PO BOX 920440 NEEDHAM MA 024920005 MATH FELLOWS PROGRAM 666000 NORC 55 EAST MONROE STREET FLOOR 20 CHICAGO IL 60603 PROFESSIONAL SERVICES - EDUCATION 261593 SAGE FINANCIAL SOLUTIONS 2101 PEAR STREET UNIT 6 PINOLE CA 94564 FINANCIAL COACHING & PROGRAM SERVICES 240510 ALMA ADVISORY GROUP 1525 E 3RD STREET SUITE 530 CHICAGO IL 60615 PROFESSIONAL SERVICES - EDUCATION 218920 EAST BAY ASIAN YOUTH CENTER 2025 E 12TH STREET OAKLAND CA 94606 EDUCATIONAL ACTIVITIES FOR CHILDREN 112155 7 21000 187690 25697433 25906123 FISCAL SPONSOR PROJECTS 611710 1923312 1923312 PROGRAM SERVICE FEES 611710 620495 620495 PROGRAM SALES 611710 217013 217013 2760820 320477 320477 179660 21000 98288 81372 81372 OTHER REVENUE 900099 23948 23948 23948 29092740 2760820 0 425797 X 9952368 9952368 655188 655188 369242 161213 208029 5687729 5356934 80328 250467 385455 361255 1699 22501 511336 469532 22182 19622 44203 44203 88946 88946 4599555 4509028 85041 5486 32652 29213 3439 1190231 1094550 87985 7696 55113 55113 487380 384253 103127 574946 247776 327170 174931 75388 99543 7254 6582 672 STAFF DEVELOPMENT 582696 345016 237680 DUES AND SUBSCRIPTIONS 223437 168387 35278 19772 EQUIPMENT MAINTENANCE 63588 7199 54888 1501 47649 43232 4417 25733899 23867114 1539740 327045 7654973 831068 13630939 18135757 1800866 1959515 1045084 1056147 118511 154930 2910550 2928942 370400 603933 27531323 25670292 4252291 1960174 3234500 1632062 7486791 3592236 X 604128 2234534 19440404 19843522 20044532 22078056 27531323 25670292 3358841 -1325317 0 X 0 1 X 1 0 X 6241485 19779928 19176708 27268711 25906123 98372955 6241485 19779928 19176708 27268711 25906123 98372955 24634967 73737988 7713 44492 51522 106639 320477 530843 297361 81372 378733 46348 129047 32348 5938 23948 237629 99520160 10972087 0.74090 0.76080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 46,348. 2015 AMOUNT: $ 129,047. 2016 AMOUNT: $ 32,348. 2017 AMOUNT: $ 5,938. 2018 AMOUNT: $ 23,948. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT POOL HELD BY EAST BAY COMMUNITY FOUNDATION 2928942 F 2928942 X 29092740 0 29092740 0 29092740 25733899 0 25733899 0 25733899 PART X, LINE 2: THE ED FUND FOLLOWS THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY FASB ASC TOPIC 740. AS OF JUNE 30, 2019, 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 200660 21000 179660 1000 18000 55000 24288 200660 21000 179660 1000 18000 55000 24288 98288 81372 1 BAY AREA COMMUNITY RESOURCES INC 11175 SAN PABLO AVENUE EL CERRITO CA 94530 942346815 501(C)(3) 85617 FUND STUDENT SUPPORT SPECIALIST AND YOUTH DEVELOPMENT COORDINATOR EAST BAY COLLEGE FUND 300 FRANK H OGAWA PLAZA SUITE 430 OAKLAND CA 94612 542103707 501(C)(3) 32676 ECCO SUPPORT FOR OP EAST BAY COLLEGE FUND GO PUBLIC SCHOOLS 134 LINDEN STREET OAKLAND CA 94607 271491564 501(C)(3) 199687 LISTEN TO, EDUCATE, AND ENGAGE PARENTS IN UNDERSERVED CHILDREN IN THE COMMUNITIES OAKLAND UNIFIED SCHOOL DISTRICT 1000 BROADWAY OAKLAND CA 94607 946000385 CITY OF OAKLAND 6626854 STEM, PE ED, ELEMENTARY LITERACY, MIDDLE SCHOOL STAFF, FAMILITY LITERACY WORK, MCCLYMONDS HS, OAKLAND ATHLETIC LEAGUE DESIGN SCHOOL X 3024 ARIZONA STREET OAKLAND CA 94602 821517539 501(C)(3) 63764 TO SUPPORT A NEW SCHOOL VENTURE EAST BAY ASIAN YOUTH CENTER 2025 EAST 12TH STREET OAKLAND CA 94606 942925799 501(C)(3) 10500 CITIZEN TEAM BUILDING BAY AREA PARENT LEADERSHIP NETWORK 7200 BANCROFT AVENUE SUITE 269 OAKLAND CA 94619 262618507 501(C)(3) 21500 OAKLAND'S YOUNGEST CHILDREN CHARLES & HELEN SCHWAB FOUNDATION 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 943374170 501(C)(3) 190000 FUND THE OAKLAND REACH GOLDEN STATE WARRIORS COMMUNITY FOUNDATION 1011 BROADWAY OAKLAND CA 94607 454001645 501(C)(3) 50000 STRENGTHENING TEACHING AND ACCELERATING LEARNING HELLMAN FOUNDATION 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 611583546 501(C)(3) 158650 SMART & STRONG KIDS PROJECT THE DAVID AND LUCILE PACKARD FOUNDATION 343 SECOND STREET LOS ALTOS CA 94022 942278431 501(C)(3) 78052 PROFESSIONAL SERVICES AND SUPPLIES OSSS KENNETH RAININ FOUNDATION 155 GRAND AVENUE SUITE 1000 OAKLAND CA 94612 943289283 501(C)(3) 72920 GENERAL OPERATING SUPPORT T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION 10 CLAY STREET SUITE 200 OAKLAND CA 94607 651202020 501(C)(3) 29700 SUPPORT OAKLAND SCHOOLS THE SAN FRANCISCO FOUNDATION ONE EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 010679337 501(C)(3) 1259100 OAKLAND GOES OUTDOORS PROJECT THE PG&E CORPORATION FOUNDATION 77 BEALE STREET SAN FRANCISCO CA 94105 943358728 501(C)(3) 200000 BETTER TOGETHER GIVING PROGRAM, BUILD DIVERSITY AND ENVIRONMENTAL STEWARDSHIP INTEL CORPORATION 2200 MISSION COLLEGE BLVD SANTA CLARA CA 950541549 941672743 558023 MENTORSHIP AND SUMMER INTERNSHIP PROGRAMS EDUCATE78 2323 BROADWAY OAKLAND CA 94612 474248922 501(C)(3) 194117 IMPROVE TEACHER RETENTION, IMPROVE TEACHER SATISFACTION THROUGH SUPPORTING THEIR WORK AS TEAMS. MCM FOUNDATION 2025 FOURTH STREET BERKELEY CA 94710 260018914 501(C)(3) 57443 OAKLAND MIDDLE SCHOOL SCHOLAR ATHLETES NEW VENTURE FUND 1201 CONNECTICUT NW SUITE 300 WASHINGTON DC 20036 205806345 501(C)(3) 63765 TECHNOLOGY SUPPORT AND MEALS FOR CHILDREN AND FAMILIES 18 1 EDUCATIONAL SUPPLIES STIPENDS 887 655188 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. 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 4,509,028. MANAGEMENT AND GENERAL EXPENSES 85,041. FUNDRAISING EXPENSES 5,486. TOTAL EXPENSES 4,599,555.