MARCUS A FOSTER EDUCATIONAL INSTITUTE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MARCUS A FOSTER EDUCATIONAL INSTITUTE (EIN 23-7357906)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201931359349311633
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T17:39:07-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943108253 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVOGRADAC & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 B STREET SUITE 400 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237357906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUS A FOSTER EDUCATIONAL INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 5107771600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 FRANKLIN STREET 3RD FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA DIXON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5107771600 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LANCE SMITH | PreparerPersonNm |
| PTIN | P00696626 | PTIN |
| Phone | 4152236130 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.104.178.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 15:37:44 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 89F1A76700EA065CFF50D0E8DC87602FC482CDFE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 89F1A76700EA065CFF50D0E8DC87602FC482CDFE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUS FOSTER EDUCATIONAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALICIA DIXON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 FRANKLIN STREET 3RD FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,343,434 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARCUSFOSTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | WE ARE A COMPASSIONATE, COLLABORATIVE ORGANIZATION SEEKING TO HELP REALIZE TRANSFORMATIVE EDUCATIONAL EQUITY FOR THE OAKLAND COMMUNITY. OUR MISSION IS REALIZED THROUGH VIABLE PARTNERSHIPS THAT SYSTEMICALLY IMPROVE THE EDUCATIONAL CONDITIONS IN PUBLIC SCHOOL DISTRICTS FOR UNDER-REPRESENTED STUDENTS AND THE EDUCATIONAL OUTCOMES NEEDED FOR THEIR LIFE SUCCESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,410,863 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,162,585 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $114,488 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,996 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,260 | PYInvestmentIncomeAmt |
| CY Investment Income | $107,853 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$32,240 | PYOtherRevenueAmt |
| CY Other Revenue | -$32,604 | CYOtherRevenueAmt |
| PY Total Revenue | $1,530,371 | PYTotalRevenueAmt |
| CY Total Revenue | $1,310,830 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $279,394 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $133,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $785,432 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $930,291 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $717,331 | PYOtherExpensesAmt |
| CY Other Expenses | $1,032,553 | CYOtherExpensesAmt |
| PY Total Expenses | $1,782,157 | PYTotalExpensesAmt |
| CY Total Expenses | $2,096,344 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$251,786 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$785,514 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,434,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,353,737 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $717,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $470,186 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,716,716 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $883,551 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ARE A COMPASSIONATE, COLLABORATIVE ORGANIZATION SEEKING TO HELP REALIZE TRANSFORMATIVE EDUCATIONAL EQUITY FOR THE OAKLAND COMMUNITY. OUR MISSION IS REALIZED THROUGH VIABLE PARTNERSHIPS THAT SYSTEMICALLY IMPROVE THE EDUCATIONAL CONDITIONS IN PUBLIC SCHOOL DISTRICTS FOR UNDER-REPRESENTED STUDENTS AND THE EDUCATIONAL OUTCOMES NEEDED FOR THEIR LIFE SUCCESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $169,408 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Desc | COLLEGE BOUND BROTHERHOODTHE MISSION OF THE COLLEGE BOUND BROTHERHOOD IS TO INCREASE THE COLLEGE READINESS, ACCESS, PERSISTENCE, AND COMPLETION OF THE AFRICAN AMERICAN YOUNG MEN FROM THE SAN FRANCISCO BAY AREA.THE COLLEGE BOUND BROTHERHOOD IS A MOVEMENT OF STAKEHOLDERS WORKING TOGETHER TO IMPROVE THE WAY WE SUPPORT AFRICAN AMERICAN YOUNG MEN IN ORDER TO INCREASE COLLEGE OPPORTUNITY AND SUCCESS. WE BELIEVE THAT INCREASING COLLEGE ATTAINMENT FOR AFRICAN AMERICAN YOUNG MEN IS IMPERATIVE FOR A HEALTHY SOCIETY AND ECONOMY. WE KNOW WE MUST WORK TOGETHER TO CREATE CHANGE AND BUILD A COMMUNITY OF SUPPORT IN WHICH EVERYONE SEES THEIR STAKE. WE FLIP NARRATIVES AND CHANGE PERCEPTIONS RELATED TO AFRICAN AMERICAN YOUNG MEN AND THEIR COLLEGE ASPIRATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $128,179 | ExpenseAmt |
| Grant | $127,000 | GrantAmt |
| Desc | SCHOLARSHIPSSINCE 1973 THE ORGANIZATION HAS GIVEN THOUSANDS OF SCHOLARSHIPS TO OAKLAND'S GRADUATING SENIORS TO ATTEND COLLEGES AND UNIVERSITIES ACROSS THE COUNTRY. LAST YEAR, WITH THE GENEROUS SUPPORT OF OAKLAND'S BUSINESS COMMUNITY, CALIFORNIA-BASED PRIVATE FOUNDATIONS, LOCAL COMMUNITY ORGANIZATIONS, AND FORMER MARCUS FOSTER SCHOLARSHIP RECIPIENTS, THE FUND PRESENTED OVER 200 SCHOLARSHIPS TO STUDENTS FROM OAKLAND AND ACROSS THE BAY AREA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $123,878 | ExpenseAmt |
| Desc | EAST BAY COLLEGE ACCESS NETWORKTHE EAST BAY COLLEGE ACCESS NETWORK IS AN OAKLAND-BASED COLLABORATIVE DEDICATED TO ELIMINATING SYSTEMIC BARRIERS TO COLLEGE ACCESS, PERSISTENCE, AND COMPLETION FOR ALL STUDENTS IN OAKLAND, THE EAST BAY, AND BEYOND. THE CAN'S INITIAL FOCUS CENTERED ON IMPROVING ACCESS AND ELIGIBILITY FOR LOW INCOME STUDENTS TO RECEIVE FINANCIAL AID. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,257,355 | ExpenseAmt |
| Grant | $1,500 | GrantAmt |
| Revenue | $72,996 | RevenueAmt |
| Desc | (1) FUND FOR TEACHERSBENEFITING OAKLAND PUBLIC SCHOOL TEACHERS THROUGH A PARTNERSHIP WITH HOUSTON-BASED FUND FOR TEACHERS, FUND FOR TEACHERS AWARDS FELLOWSHIPS FOR SUMMER LEARNING EXPERIENCES TO PREK-12 TEACHERS, EMPOWERING THEM TO PURSUE THEIR PASSIONS AND PIQUE STUDENT ENGAGEMENT.(2) FISCAL SPONSORSHIPSMARCUS FOSTER EDUCATION FUND (MFEF) PROVIDES FULL ADMINISTRATIVE SUPPORT TO PROGRAMS AND AGENCIES REQUIRED TO HAVE NON-PROFIT STATUS FOR THE PURPOSES OF RECEIVING GRANT SUPPORT AND PROVIDING NEEDED COMMUNITY SERVICES. MFEF CURRENTLY SERVES AS THE FISCAL SPONSOR OF SEVERAL PROJECTS THAT WORK IN TANDEM WITH OAKLAND PUBLIC SCHOOLS TO PROVIDE SUPPORT AND DEVELOPMENT FOR STUDENTS, TEACHERS AND FAMILIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,257,355 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,500 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $72,996 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,678,820 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICIA DIXON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5107771600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 FRANKLIN STREET 3RD FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| CECILIA ANGAT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANAGHA DANDEKAR CLIFFORD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA HALPERN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BIFF WAYNE CLARK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| COYNESS L ENNIX JR MD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUAN GUERRA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE G SADDLER | ||||||
| INTERIM SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARSHA FOSTER BOYD | ||||||
| INTERIM PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALICIA DIXON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $116,295 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $116,295 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RACHEL RICHMAN | |||||
| 1015 ASHMOUNT AVENUE | OAKLAND | CA | 94610 | CONSULTING | $124,610 |
| JENNIFER LINCHY | |||||
| 376 ORANGE STREET UNIT 1 | OAKLAND | CA | 94610 | CONSULTING | $112,048 |
| KEVIN JENKINS | |||||
| 3701 MAYBELLE AVE 7 | OAKLAND | CA | 94619 | CONSULTING | $110,384 |
| SOPHIA V RODRIGUEZ | |||||
| 3507 BRIGHTON AVE 203 | OAKLAND | CA | 94602 | CONSULTING | $103,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $37,875 | FundraisingAmt |
| Government Grants | $400,000 | GovernmentGrantsAmt |
| All Other Contributions | $724,710 | AllOtherContributionsAmt |
| Total Contributions | $1,162,585 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENU | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $72,996 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,996 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,996 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,963 | TotalRevenueColumnAmt |
| Exclusion | $32,963 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,890 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,890 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,890 | TotalRevenueColumnAmt |
| Exclusion | $74,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $37,875 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $32,604 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$32,604 | TotalRevenueColumnAmt |
| Exclusion | -$32,604 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,310,830 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,996 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $75,249 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,000 | TotalAmt |
| Program Services | $132,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,295 | TotalAmt |
| Program Services | $93,133 | ProgramServicesAmt |
| Management And General | $23,162 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,605 | TotalAmt |
| Program Services | $503,075 | ProgramServicesAmt |
| Management And General | $191,530 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,151 | TotalAmt |
| Program Services | $38,270 | ProgramServicesAmt |
| Management And General | $8,881 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,240 | TotalAmt |
| Program Services | $39,224 | ProgramServicesAmt |
| Management And General | $33,016 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,500 | TotalAmt |
| Program Services | $500 | ProgramServicesAmt |
| Management And General | $12,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,577 | TotalAmt |
| Program Services | $2,613 | ProgramServicesAmt |
| Management And General | $6,964 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,231 | TotalAmt |
| Program Services | $2,576 | ProgramServicesAmt |
| Management And General | $4,655 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,721 | TotalAmt |
| Management And General | $53,721 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,636 | TotalAmt |
| Program Services | $9,919 | ProgramServicesAmt |
| Management And General | $13,717 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,976 | TotalAmt |
| Program Services | $11,238 | ProgramServicesAmt |
| Management And General | $3,738 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677 | TotalAmt |
| Management And General | $677 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,913 | TotalAmt |
| Program Services | $167 | ProgramServicesAmt |
| Management And General | $11,746 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FEE FOR SERVICE | $794,609 | $775,440 | $17,169 | $2,000 |
| PROGRAM EXPENSES | $66,324 | $61,041 | $5,283 | |
| EQUIPMENT RENTAL AND MA | $10,875 | $3,073 | $7,802 | |
| MISCELLANEOUS | $8,082 | $8,082 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,432 | TotalAmt |
| Program Services | $5,051 | ProgramServicesAmt |
| Management And General | $13,381 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,096,344 | TotalAmt |
| Program Services | $1,678,820 | ProgramServicesAmt |
| Management And General | $415,524 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,014,845 | BOYAmt |
| EOY | $143,676 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,382 | BOYAmt |
| EOY | $83,937 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $51 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,816 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,423 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,070 | BOYAmt |
| EOY | $393 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,137,808 | BOYAmt |
| EOY | $1,125,680 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,434,105 | BOYAmt |
| EOY | $1,353,737 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,920 | BOYAmt |
| EOY | $94,414 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,469 | BOYAmt |
| EOY | $375,772 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $717,389 | BOYAmt |
| EOY | $470,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,402,618 | BOYAmt |
| EOY | -$1,595,730 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,419,413 | BOYAmt |
| EOY | $1,779,360 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,921 | BOYAmt |
| EOY | $699,921 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,716,716 | BOYAmt |
| EOY | $883,551 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,434,105 | BOYAmt |
| EOY | $1,353,737 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$785,514 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$47,651 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,928,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,970,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,897,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,410,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,162,585 | CurrentTaxYearAmt |
| Total | $9,369,573 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,928,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,970,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,897,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,410,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,162,585 | CurrentTaxYearAmt |
| Total | $9,369,573 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $9,369,573 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,963 | CurrentTaxYearAmt |
| Total | $169,953 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,539,526 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $442,036 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,816 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,423 | DepreciationAmt |
| Book Value | $393 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $393 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| RBC DAIN | $245,378 | F |
| EAST BAY COMMUNITY FOUNDATION | $880,302 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,125,680 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED SCHOLARSHIPS | Desc |
| Amt | $375,772 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $375,772 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PORT OF OAKLAND GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $37,875 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $37,875 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $19,657 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,081 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $10,866 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $37,875 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $37,875 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $19,657 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,081 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,866 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,604 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$32,604 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 48 | RecipientCnt |
| Cash Grant | $132,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MARCUS FOSTER EDUCATION FUND MONITORS THE USE OF GRANT FUNDS BY MAKING SURE ALL GRANTEES ARE IN COMPLIANCE WITH ALL GRANT REQUIREMENTS, INCLUDING DATA COLLECTION THROUGH REGULAR MEETINGS AND REPORTING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED IRS FORM IS SENT TO THE BOARD MEMBERS FOR THEIR REVIEW AND ACKNOWLEDGEMENT PRIOR TO SIGNING AND FILING. THEY E-MAIL THEIR ACKNOWLEDGEMENT TO THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MAINTAINS A FILE WITH ALL SIGNED CONFLICT OF INTEREST FORMS. THE AGREEMENT TO THE POLICY IS RENEWED ON A REGULAR BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPARISON WITH SIMILAR ORGANIZATIONS, PERFORMANCE AND AVAILABILITY FUNDS |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS DOCUMENT AVAILABLE UPON REQUEST. |