2018-05-14T19:37:10-05:00 2017-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2016-07-01 432014630 OAKLAND PUBLIC EDUCATION FUND OAKL 5102216968 PO BOX 71005 OAKLAND CA 94612 BRIAN STANLEY EXECUTIVE DIRECTOR 5102216968 2018-05-11 1 MAGA E KISRIEV P01008919 4157810793 2016 2022-09-23 18:48:47Z X OAKLAND SCHOOLS FOUNDATION BRIAN STANLEY PO BOX 71005 OAKLAND CA 94612 21765982 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 8 189 3000 0 0 19770628 19176708 1643584 2411954 44492 51522 123104 -149111 21581808 21491073 8297087 7767277 0 0 3660454 4883002 0 0 318131 5799465 8145313 17757006 20795592 3824802 695481 19462089 17919126 7874399 3310132 11587690 14608994 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 19346166 7766277 2421106 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. 677890 1000 23196 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. 20024056 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 302 0 1 189 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 1 1 1 1 1 1 1 1 0 CA X X DAVID C KORSAK 5102216968 1000 BROADWAY SUITE 300 OAKLAND CA 94607 ROBERT SPENCER PRESIDENT 1.00 X X 0 0 0 RHONNEL SOTELO VICE PRESIDENT 1.00 X X 0 0 0 SEDRICK TYDUS TREASURER 1.00 X X 0 0 0 ELNORA TENA WEBB SECRETARY 1.00 X X 0 0 0 HELEN BULWIK BOARD MEMBER 1.00 X 0 0 0 SAMIR BOLAR BOARD MEMBER 1.00 X 0 0 0 LILLIAN CORDOVA-LOPEZ BOARD MEMBER 1.00 X 0 0 0 DAN COHEN BOARD MEMBER 1.00 X 0 0 0 BRIAN STANLEY EXECUTIVE DIRECTOR 40.00 X 143612 0 5432 DAVID C KORSAK CHIEF FINANCIAL OFFICER 40.00 X 117496 0 5339 DAVID SILVER DIR OF EDUCATION (THRU 11/6/16) 40.00 X 137275 0 5279 AMANDA FEINSTEIN DIRECTOR OF BRILLIANT BABY 40.00 X 116111 0 7127 REBECCA HOPKINS DEPUTY DIRECTOR 40.00 X 110508 0 5339 625002 0 28516 5 0 0 0 EXECUSTAFF HR INC 6070 HELLYER AVENUE SAN JOSE CA 95138 HUMAN RESOURCES SERVICES 848697 FSG INC 500 BOYLSTON STREET SUITE 600 BOSTON MA 02116 CONSULTING SERVICES 301771 THE NEW TEACHER PROJECT 186 JORALEMON STREET BROOKLYN NY 11201 RECRUITMENT AND SELECTION SERVICES 283857 RALLY 9171 WILSHIRE BLVD SUITE 400 BEVERLY HILLS CA 90210 STRATEGY AND COMMUNICATIONS 228353 SHANNON FITZGERALD 12995 W 81ST AVENUE ARVADA CO 80005 ENROLLMENT SYSTEM IMPLEMENTATION 192762 7 793039 129322 18254347 2220666 19176708 FISCAL SPONSOR PROJECTS 611710 2121842 2121842 PROGRAM SALES 611710 147124 147124 FEE FOR SERVICE 611710 142988 142988 2411954 51522 51522 93450 793039 274909 -181459 -181459 MISCELLANEOUS 900099 32348 32348 32348 21491073 2444302 0 -129937 X 7767277 7767277 313808 176941 34284 102583 3931175 3696741 58724 175710 264366 242648 5440 16278 373653 353224 5577 14852 16599 12364 4235 16915 16915 4609690 4501866 101586 6238 35622 30937 4158 527 2066860 1961455 105104 301 508945 457599 51346 289542 270691 18851 330185 323837 6348 81365 79725 1640 14894 1890 13004 STAFF DEVELOPMENT 119077 110267 8810 EQUIPMENT RENTAL/MAINTE 32031 26729 4686 616 DUES & SUBSCRIPTIONS 12700 3669 9031 BACKGROUND CHECKS 10309 6196 3087 1026 579 579 20795592 20024056 453405 318131 1061058 2354627 11455911 11258802 6086822 3176325 818305 1020425 37493 101247 9214 9214 0 0 2500 7700 19462089 17919126 326954 752272 3650500 2557860 3896945 0 7874399 3310132 X 3038767 4136714 8548923 10472280 11587690 14608994 19462089 17919126 695481 7628 2318195 0 X 0 1 X 1 0 X 2417986 4226052 6241485 19779928 19176708 51842159 2417986 4226052 6241485 19779928 19176708 51842159 9812943 42029216 2654 4771 7713 44492 51522 111152 15276 37584 46348 160729 93450 353387 52306698 7741044 0.80350 0.78390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2012 AMOUNT: $ 15,276. 2013 AMOUNT: $ 37,584. 2014 AMOUNT: $ 46,348. 2015 AMOUNT: $ 129,049. 2016 AMOUNT: $ 0. GROSS INCOME FROM FUNDRAISING EVENTS - 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 31,680. 2016 AMOUNT: $ 93,450. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9214 9214 0 0 X 21548991 7628 7628 21541363 -50290 -50290 21491073 20845882 50290 50290 20795592 0 20795592 PART X, LINE 2: THE ED FUND HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND STATE INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ED FUND FOLLOWS THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740. AS OF JUNE 30, 2017, 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE -50,290. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE 50,290. ANNUAL GALA 133006 86806 46200 16936 40668 35696 PARTY FOR THE PROMISE 753483 706233 47250 66656 50832 25000 39121 886489 793039 93450 83592 91500 25000 74817 274909 -181459 1 ALTERNATIVES IN ACTION 1900 THIRD ST ALAMEDA CA 94501 943210413 501(C)(3) 9500 SCIENCE CURRICULUM/STEM COACH ARISE HIGH SCHOOL 3301 12TH ST STE 205 OAKLAND CA 94601 208887944 501(C)(3) 8728 TEACHER RETENTION PROGRAM ASIAN PACIFIC ENVIRONMENTAL NETWORK 310 8TH STREET OAKLAND CA 94607 943261846 501(C)(3) 20000 AYPAL SUPPORT 16-17 AURUM ACADEMY 600 WILLIAM ST OAKLAND CA 94612 811636171 501(C)(3) 20000 SCHOOL DESIGN LAB BANANAS INCORPORATED 5232 CLAREMONT AVENUE OAKLAND CA 94618 942247074 501(C)(3) 25000 KALEIDOSCOPE PLAY AND LEARN MODEL BOYS & GIRLS CLUBS OF OAKLAND 3300 HIGH STREET OAKLAND CA 94619 941279794 501(C)(3) 100000 ROBOTICS PROGRAM CALIFORNIA SCHOOL AGE CONSORTIUM 1440 BROADWAY OAKLAND CA 94612 930916869 501(C)(3) 10000 FISCAL SUPPORT OF AB833 ALAMEDA COUNTY INDIVIDUALIZED CHILD CARE SUBSIDY PILOT CITY OF OAKLAND 150 FRANK H OGAWA PLAZA OAKLAND CA 94612 946000384 CITY OF OAKLAND 207000 TO SUPPORT THE POSITION OF MAYOR'S DIRECTOR OF EDUCATION EAST BAY COLLEGE FUND 2030 FRANKLIN ST 210 OAKLAND CA 94612 542103707 501(C)(3) 947000 SCHOLARSHIPS, TO SUPPORT THE POSITION OF COLLEGE ACCESS MANAGER, COLLEGE ADVISORS AND MATERIALS AND SUPPLIES AT HIGH SCHOOL FUTURE CENTERS, MS FUTURES CENTERS ACROSS OUSD EDUCATE78 2323 BROADWAY OAKLAND CA 94612 474248922 501(C)(3) 1193729 GENERAL SUPPORT - EDUCATE78 FAMILY PATHS 1727 MARTIN LUTHER KING JR WAY OAKLAND CA 94612 237181846 501(C)(3) 8500 TO SUPPORT THE ABRIENDO PUERTAS TRAINING AT FAMILY PATHS INQUIRING SYSTEMS INC 21885 BONNESS ROAD SONOMA CA 95476 982524840 501(C)(3) 10000 TEACHER RETENTION PROGRAM JEWISH FAMILY AND COMMUNITY SERVICES EAST BAY 2484 SHATTUCK AVENUE BERKELEY CA 94704 943250304 501(C)(3) 151650 TO SUPPORT THE ORGANIZATIONS PARTICIPATION IN THE SMART AND STRONG KIDS PILOT LOTUS BLOOM 555 19TH STREET OAKLAND CA 94612 510662715 501(C)(3) 30188 FAMILY RESOURCE CENTER GATHERINGS, TO SUPPORT LOTUS BLOOM MILLS TEACHER SCHOLARS 5000 MACARTHUR BLIVD OAKLAND CA 94613 941156566 501(C)(3) 12000 TEACHER RETENTION PROGRAM NORTH OAKLAND COMMUNITY CHARTER SCHOOL 1000 42ND STREET OAKLAND CA 94608 943340838 501(C)(3) 12965 CITYWIDE TEACHER SURVEY, TEACHER RETENTION PROGRAM OAKLAND POLICE DEPARTMENT 455 7TH ST OAKLAND CA 94607 562306591 OAKLAND POLICE DPT 407820 OPD CADET PROGRAM OAKLAND UNIFIED SCHOOL DISTRICT 1000 BROADWAY OAKLAND CA 94607 946000385 OUSD 3766431 TO SUPPORT TWO OUSD EMPLOYEE POSITIONS AT REDWOOD HEIGHTS ELEMENTARY SCHOOL, THE IMPLEMENTATION OF THE QUALITY SCHOOL DEVELOPMENT MODEL, THE POSITION OF DIRECTOR OF AFRICAN AMERICAN GIRLS AND YOUNG WOMEN ACHIEVEMENT, THE CTE TECH ED POSITION FOR THE KHEPERA CAREER ACADEMY, THE POSITION OF ONE K-1 INTERVENTION TEACHER AT MANZANITA COMMUNITY SCHOOL, THE SALARIES OF VARIOUS PERSONNEL AT MCCLYMONDS HIGH SCHOOL FOR THE 2016-17 SCHOOL YEAR, IN ALIGNMENT WITH THE OBJECTIVES OF THE INTEL PROJECT, THE URBAN PROMISE ACADEMY IN REACHING ITS GOALS OUTLINED IN ITS NGLC BLUEPRINT, THE OAKLAND UNIFIED SCHOOL DISTRICT IN PARTNERING WITH EDUCATION RESOURCE STRATEGIES, POSITIONS IN THE ELLMA DEPARTMENT OF OUSD TO DEVELOP THE DUAL LANGUAGE MIDDLE SCHOOL, THE LAUNCH AND EXPANSION OF COMPUTER SCIENCE IN MIDDLE SCHOOLS ACROSS OUSD, THE HIRING OF SUBSTITUTES TO COVER TEACHERS VISITING SCHOOL SITES AND CLASSROOMS THAT MODEL THE IDEALS OF PERSONALIZATION AND CONDUCTING SITE-BASED WORK, STUDENT LITERACY AT FRIC PARENT VOICES OAKLAND 5232 CLAREMONT AVENUE OAKLAND CA 94618 453171972 501(C)(3) 21652 PARENT ENGAGEMENT STUDY OF INFORMAL CAREGIVERS IN UNDERSERVED COMMUNITIES / NEIGHBORHOODS IN OAKLAND SELF-ESTEM 2532 83RD AVENUE OAKLAND CA 94605 472316798 501(C)(3) 25000 TO SUPPORT THE EXPANSION OF ACCESS TO ROBOTICS AT SELF-ESTEM THROUGH ENGAGEMENT WITH FIRST ROBOTICS TANDEM PARTNERS IN EARLY LEARNING 1275 FAIRFAX AVENUE SAN FRANCISCO CA 94124 271584676 501(C)(3) 18750 TO SUPPORT TANDEM IN THEIR WORK TO INTEGRATE THEIR PARENT/CAREGIVER LEADERSHIP PROGRAMS, TO PROVIDE LIT MATERIALS TO ECE THE HARRIS FOUNDATION 1330 POST OAK BLVD HOUSTON TX 77056 760589358 501(C)(3) 16726 STEAM ASSEMBLY AT MCCLYMONDS UNITY COUNCIL 1900 FRUITVALE AVE OAKLAND CA 94601 941670490 501(C)(3) 20000 TO PROVIDE GENERAL SUPPORT TO THE LATINO MEN AND BOYS PROJECT OF THE UNITY COUNCIL DURING THE 2016-2017 SCHOOL YEAR UNITY SCHOOLS 6038 BRANN STREET OAKLAND CA 94607 753107384 501(C)(3) 75075 CITYWIDE TEACHER SURVEY, TO SUPPORT THE START-UP OF OAKLAND UNITY MIDDLE SCHOOL URBAN MONTESSORI 5328 BRANN ST OAKLAND CA 94619 274217597 501(C)(3) 101500 JOY OF CREATIVE MUSIC, TO IMPLEMENT SCHOOL-WIDE BLUEPRINT FOR PERSONALIZATION URBAN STRATEGIES COUNCIL 1720 BROADWAY AVE FLOOR 2 OAKLAND CA 94612 943044453 501(C)(3) 20000 TO SUPPORT THE WORK OF BOYS OF COLOR HEALTH AND EDUCATION 26 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. X 2 2220666 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY INTERNAL STAFF AND APPROVED BY GOVERNING BOARD BEFORE FILING. 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 78,275. MANAGEMENT AND GENERAL EXPENSES 2,906. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,181. HUMAN RESOURCE SERVICES: PROGRAM SERVICE EXPENSES 442,564. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 442,564. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 806,590. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 806,590. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,174,437. MANAGEMENT AND GENERAL EXPENSES 98,680. FUNDRAISING EXPENSES 6,238. TOTAL EXPENSES 3,279,355. FORM 990, PAGE 1, BOX C: DOING BUSINESS AS TECH EXCHANGE.