2019-05-15T20:35:01-05:00 2018-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2017-07-01 432014630 OAKLAND PUBLIC EDUCATION FUND OAKL 5102216968 PO BOX 71005 OAKLAND CA 94612 JOEL MACKEY EXECUTIVE DIRECTOR 5102216968 2019-05-15 1 MAGA E KISRIEV P01008919 4157810793 12.201.129.210 2019-05-15 18:40:06 PD P C64610ABE23AD5845076C6771D0CCBF5592AB213 7E530C01EC0DBF1FFF79A5BAD1379F9D370DED1E 2017 2019-02-21 02:37:17Z OAKLAND SCHOOLS FOUNDATION JOEL MACKEY PO BOX 71005 OAKLAND CA 94612 30528927 0 X WWW.OAKLANDEDFUND.ORG X 2003 CA THE ED FUND IS A LOCAL EDUCATION FUND THAT SECURES AND MANAGES RESOURCES FOR OAKLAND PUBLIC SCHOOLS IN ORDER TO SUPPORT OUR VISION OF EQUITY; THAT ALL STUDENTS HAVE THE OPPORTUNITY TO LEARN, GROW AND THRIVE. 8 8 277 3000 0 0 19176708 27268711 2411954 2620278 51522 106639 -149111 303299 21491073 30298927 7767277 10295741 0 0 4883002 6765360 0 0 448099 8145313 7802288 20795592 24863389 695481 5435538 17919126 27531323 3310132 7486791 14608994 20044532 THE ED FUND'S MISSION IS TO LEAD THE DEVELOPMENT AND INVESTMENT OF COMMUNITY RESOURCES IN OAKLAND PUBLIC SCHOOLS SO THAT ALL STUDENTS CAN LEARN, GROW, AND THRIVE. 0 0 23622077 9974786 2626216 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. 49095 49095 0 CORE PROGRAMS - THE OAKLAND PUBLIC EDUCATION FUND (ED FUND) SUPPORTS OAKLAND PUBLIC SCHOOLS BY: RAISING AND MANAGING RESOURCES FOR URGENT SCHOOL AND DISTRICT NEEDS; BUILDING PARTNERSHIPS THAT SUPPORT INNOVATIVE TEACHING AND DYNAMIC LEADERSHIP; DEEPENING COMMUNITY ENGAGEMENT TO CONNECT OAKLAND TO ITS PUBLIC SCHOOLS. SINCE 2003, THE ED FUND HAS RAISED MORE THAN $50 MILLION TO SUPPORT CRITICAL INITIATIVES SUCH AS AFTER-SCHOOL PROGRAMS, FAMILY ENGAGEMENT, STEM (SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH), AND MORE. THE ED FUND'S WORK HAS LED TO MEASURABLE IMPACT. TO CITE ONE EXAMPLE, IN ITS FIRST YEAR THE ED FUND'S ELEMENTARY LITERACY COLLABORATIVE SAW 97 PERCENT OF STUDENTS REACH PROFICIENCY AFTER ENTERING THE PROGRAM READING BELOW GRADE LEVEL, LEADING OUSD TO EXPAND THE PROGRAM DISTRICT-WIDE. 271860 271860 0 THE OAKLAND PUBLIC EDUCATION 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. 23943032 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 448 0 1 277 1 0 0 0 0 0 1 1 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X JENNIFER QUINN 5102216968 1000 BROADWAY SUITE 300 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 BOARD MEMBER 1.00 X 0 0 0 RUPA CHANDRA GUPTA BOARD MEMBER 1.00 X 0 0 0 BETSY MERZENICH BOARD MEMBER 1.00 X 0 0 0 RHONNEL SOTELO BOARD MEMBER 1.00 X 0 0 0 BRIAN STANLEY EXECUTIVE DIRECTOR 40.00 X 177773 0 5874 DAVID C KORSAK CHIEF FINANCIAL OFFICER 40.00 X 142767 0 5741 LUIS RODRIGUEZ EXECUTIVE DIRECTOR EOC 40.00 X 115982 0 5807 AMANDA FEINSTEIN DIRECTOR OF BRILLIANT BABY 40.00 X 116744 0 7644 REBECCA HOPKINS DEPUTY DIRECTOR (THRU 1/12/18) 40.00 X 124369 0 5741 677635 0 30807 5 0 1 0 NORC 55 EAST MONROE STREET FLOOR 20 CHICAGO IL 60603 CONSULTING SERVICES 199161 SAGE FINANCIAL SOLUTIONS INC 2101 PEAR STREET PINOLE CA 94654 CONSULTING SERVICES 167143 ALYSSA WHITEHEAD-BUST 2532 DAHLIA STREET DENVER CO 80207 LEADERSHIP SUPPORT 153706 JASON WILLIS 2358 GREENBERRY COURT PLEASANTON CA 94566 FINANCIAL CONSULTING 138500 ANDREA YOUNGDAHL 21 BONITA COURT WALNUT CREEK CA 94595 CONSULTING SERVICES 125938 5 55552 128803 27084356 27268711 FISCAL SPONSOR PROJECTS 611710 2248805 2248805 PROGRAM SALES 611710 203245 203245 FEE FOR SERVICE 611710 168228 168228 2620278 106639 106639 527361 55552 230000 297361 297361 MISCELLANEOUS 900099 5938 5938 5938 30298927 2626216 0 404000 X 10295741 10295741 332155 186007 36537 109611 5598994 5421397 75231 102366 316901 316901 517310 492258 8685 16367 3669 3499 136 34 9095 9095 4481585 4274036 166721 40828 32146 25900 6246 2165424 1892046 120594 152784 23685 16377 7308 278054 265474 6535 6045 200889 199631 1258 121005 113989 7016 22902 3972 18930 DUES & SUBSCRIPTIONS 391531 362606 9153 19772 EQUIPMENT RENTAL/MAINT 72303 64103 7908 292 24863389 23943032 472258 448099 2354627 7654973 11258802 16541489 3176325 1800866 1020425 1045084 101247 118511 0 0 7700 370400 17919126 27531323 752272 4252291 2557860 3234500 3310132 7486791 X 4136714 604128 10472280 19440404 14608994 20044532 17919126 27531323 5435538 0 X 0 0 0 X 4226052 6241485 19779928 19176708 27268711 76692884 4226052 6241485 19779928 19176708 27268711 76692884 17519183 59173701 4771 7713 44492 51522 106639 215137 37584 46348 160729 93450 527361 865472 77773493 9375475 0.76080 0.80350 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2013 AMOUNT: $ 37,584. 2014 AMOUNT: $ 46,348. 2015 AMOUNT: $ 129,049. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. GROSS INCOME FROM FUNDRAISING EVENTS - 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 31,680. 2016 AMOUNT: $ 93,450. 2017 AMOUNT: $ 527,361. ANNUAL GALA 153598 30000 123598 76000 16000 23000 PARTY FOR THE PROMISE 429315 25552 403763 115000 582913 55552 527361 76000 131000 23000 230000 297361 1 ASIAN PACIFIC ENVIRONMENTAL NETWORK 310 8TH STREET OAKLAND CA 94607 943261846 501(C)(3) 30000 TO CREATE A COLLEGE GOING CULTURE WITHIN OAKLAND PROMISE BANANAS INCORPORATED 5232 CLAREMONT AVENUE OAKLAND CA 94601 942247074 501(C)(3) 12500 PART 1 OF 2 PAYMENT FOR REGRANT BAY AREA COMMUNITY RESOURCES 11175 SAN PABLO AVE OAKLAND CA 94618 942346815 501(C)(3) 17743 FUND A PORTION OF ECP'S YOUTH DEVELOPMENT COORDINATE, SUBCONTRACTED THROUGH BACR CHILDRENS HOSPITAL AND RESEARCH FOUNDATION 2201 BROADWAY ST NO 600 OAKLAND CA 94608 941657474 501(C)(3) 12500 BB PREP - JAN 2018 CITY OF OAKLAND 150 FRANK H OGAWA PLAZA OAKLAND CA 94612 CITY OF OAKLAND 750000 EMPLOYMENT / INTERNSHIP OPPORTUNITIES EAST BAY COLLEGE FUND 2030 FRANKLIN ST 210 OAKLAND CA 94612 542103707 501(C)(3) 837250 ECCO SUPPORT, SUPPORT 400-500 SCHOLARSHIPS AND SUPPORT FOR OAKLAND PROMISE EAST BAY COLLEGE FUND SCHOLARS, THE SUPPORT OAKLAND PROMISE FUTURE CENTER AT ROOSEVELT MIDDLE SCHOOL, SCHOLARSHIPS TO WINNERS OF THE OIHS OPENING DOORS AND MATHEMATICS PRIZE GO PUBLIC SCHOOLS 134 LINDEN STREET OAKLAND CA 94607 271491564 501(C)(3) 31100 KOASHLAND - WACHTEL FUND TO GO PUBLIC SCHOOLS GRANT TO SUPPORT 2.5 MONTHS OF FEASIBILITY CONSULTANT TO SUPPORT POLICY DRAFTING AND LEGISLATIONS FOR CHILDREN'S INITIATIVE, SUPPORT 3 MONTHS FEASIBILITY CONSULTANT TO SUPPORT POLICY DRAFTING OAKLAND POLICE DEPARTMENT 455 7TH ST OAKLAND CA 94607 OAKLAND POLICE DEP 204965 OPD CADET PROGRAM OAKLAND UNIFIED SCHOOL DISTRICT 1000 BROADWAY OAKLAND CA 94607 OUSD 8772173 DIRECTOR SUPPORT, MCCLYMONDS PERSONNEL SUPPORT, SUPPORT OUSD LIAISON TO OAK PROMISE, STIPEND TO TRANSFORMATIONAL SCHOOL PRINCIPALS, SUPPORT OUSD MATH DEPT, SCHOOL SAFETY, SUPPORT PRINCIPAL INNOVATION FUND, SUPPORT MIDDLE FUTURE CENTER AT BRET HARTE MIDDLE SCHOOL, SUPPORT UPA PROVIDING SPACE, TIME, AND SUPPORT FOR TEACHER DEVELOPMENT AS PART OF SUMMIT LEARNING PROGRAM, ELEMENTARY LITERACY COLLABORATIVE, SUPPORT UPA PROVIDING SPACE, TIME, AND SUPPORT FOR TEACHER DEVELOPMENT AS PART OF SUMMIT LEARNING PROGRAM, SUPPORT THE ADVANCEMENT OF K-8 MATHEMATICS IN OUSD SCHOOLS, SUPPORT THE SUPERINTENDENT OF OUSD WITH A PROFESSION COACH AND/OR TRAVEL FOR SITE VISITS, TO SUPPORT OUSD'S OAKLAND LEGENDS BASKETBALL CLASSIC, TO SUPPORT TEACHERS, SUPPLIES, AND ACADEMIC PROGRAMS AT FRICK IMPACT ACADEMY, PARTICULARLY COMPUTER SCIENCE THROUGH THE FUNDING OF A COMPUTER SCIENCE POSITION, TO SUPPORT SCHOOL TRANSFORMATION/RE-DESIGN AT BRIDGES ACADEMY AT MELROSE PARENT VOICES OAKLAND 5232 CLAREMONT AVENUE OAKLAND CA 94618 453171972 501(C)(3) 22000 EARLY CHILDHOOD SYSTEMS PUSH FOR EXCELLENCE 930 E 50TH ST CHICAGO IL 60615 341230337 501(C)(3) 10000 OIHS TECH SUPPORT UNITY COUNCIL 1900 FRUITVALE AVE OAKLAND CA 94601 941670490 501(C)(3) 30000 SUPPORT LATINO BOYS / MEN PROGRAM OF UNITY COUNCIL URBAN STRATEGIES COUNCIL 1720 BROADWAY AVE FLOOR 2 OAKLAND CA 94612 943044453 501(C)(3) 30370 BOYS OF COLOR HEALTH EDUCATION DATA PROJECT 13 0 PART I, LINE 2: REVIEW THE GRANT AWARD LETTER AND PACKAGE, PAYING SPECIAL ATTENTION TO KEY DATES, REPORT REQUIREMENTS AND RESTRICTIONS ON THE USE OF GRANT FUNDS. ENTER THIS INFORMATION INTO OUR GRANTS MANAGEMENT DATABASE (I.E. SALESFORCE). MEET WITH PROGRAM STAFF AND KEY FINANCIAL STAFF TO REVIEW THE AWARD PACKAGE. ENSURE THAT CONTROLS ARE IN PLACE, SUCH AS NEW ACCOUNTS FOR GRANT FUNDS AND PROCEDURES FOR REQUESTING FINANCIAL REPORTS TO MONITOR USE OF FUNDS. COORDINATE THE PREPARATION AND SUBMISSION OF REPORTS TO THE FUNDER. USE SALESFORCE FOR COLLABORATION, RECORD-KEEPING AND FILE-SHARING. CLOSE OUT THE FUNDING YEAR PROPERLY WITH THE REQUIRED REPORT AND A FINAL LETTER OF THANKS THAT INCLUDES PLANS TO APPLY FOR FUTURE GRANTS. 0 0 0 0 0 0 0 0 0 BRIAN STANLEY EXECUTIVE DIRECTOR 149876 0 27897 0 0 0 0 0 5874 0 183647 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY INTERNAL STAFF WHEN IT IS FILED AND A COPY WILL BE SENT TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT WAS ADOPTED BY THE BOARD. THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR MONITORING AND ENFORCING COMPLIANCE. THE POLICY COVERS ANY DIRECTORS, PRINCIPAL OFFICERS, MEMBERS OF A COMMITTEE AND ANY OTHER DISQUALIFIED PERSONS. IT REQUIRES INDIVIDUALS TO DISCLOSE TO DIRECTORS AND MEMBERS OF COMMITTEES ANY FINANCIAL INTEREST MAY 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 (ED). THE PROCESS CONSISTS OF REVIEWING THE COMPENSATION DATA SURVEY FROM THE FAIR PAY FOR NORTHERN CALIFORNIA NONPROFITS AND CONSIDERING THE RESPONSIBILITY ASSUMED WITH THE ROLE AS ED. BASED ON AN AVERAGE OF THE 50TH AND 75TH PERCENTILE RELATED TO THE ORGANIZATION BUDGET DETERMINES THE ANNUAL SALARY THAT IS CONSIDERED IN AN OFFER TO THE ED. THE EXECUTIVE DIRECTOR CONDUCTS A REVIEW OF COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THE PROCESS CONSISTS OF REVIEWING THE COMPENSATION DATA SURVEY FROM THE FAIR PAY FOR NORTHERN CALIFORNIA NONPROFITS AND CONSIDERS THE FOLLOWING SECTIONS FROM THIS SURVEY: SALARY & INCENTIVES: ALL ORGANIZATIONS, BUDGET SIZE, GEOGRAPHIC LOCATION, AND NUMBER OF EMPLOYEES MANAGED. BASED ON AN AVERAGE OF THE PERCENTILE IN SUM DETERMINES A SALARY THAT IS CONSIDERED IN AN OFFER TO THE EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART IX, LINE 11G TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 15,312. MANAGEMENT AND GENERAL EXPENSES 596. FUNDRAISING EXPENSES 148. TOTAL EXPENSES 16,056. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 583,975. MANAGEMENT AND GENERAL EXPENSES 22,747. FUNDRAISING EXPENSES 5,648. TOTAL EXPENSES 612,370. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,674,749. MANAGEMENT AND GENERAL EXPENSES 143,378. FUNDRAISING EXPENSES 35,032. TOTAL EXPENSES 3,853,159. FORM 990, PAGE 1, BOX C: DOING BUSINESS AS TECH EXCHANGE.