OAKLAND FUND FOR PUBLIC INNOVATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAND FUND FOR PUBLIC INNOVATION (EIN 87-2236607)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202631339349307533
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T15:00:37-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472626541 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cook & Company A Prof Actcy Corporation | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Sansome St Ste 3500 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 872236607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oakland Fund for Public Innovation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKL | BusinessNameControlTxt |
| Phone | 5102383141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5493 Bancroft Ave | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kyra Mungia | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Douglas Cook PhDMPACPA | PreparerPersonNm |
| PTIN | P01521705 | PTIN |
| Phone | 4156211112 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kyra Mungia | PrincipalOfficerNm |
| Gross Receipts | $6,715,587 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oaklandfund.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2022 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The Oakland Fund reaches across the city, engaging private partners to innovate, test and scale ideas that enhance Oakland. The Fund strives to improve the prosperity, safety and quality of life for all Oaklanders with projects that: build a more trustworthy and responsive government allow Oaklanders to stay rooted and thrive in our city and create a more vibrant and connected Oakland for all who live, work and play here. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $679,568 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,494,449 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,113 | PYInvestmentIncomeAmt |
| CY Investment Income | $188,426 | CYInvestmentIncomeAmt |
| PY Other Revenue | $546 | PYOtherRevenueAmt |
| CY Other Revenue | $32,712 | CYOtherRevenueAmt |
| PY Total Revenue | $697,227 | PYTotalRevenueAmt |
| CY Total Revenue | $6,715,587 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,878,133 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,823,165 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $521,914 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,028,103 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $298,282 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $798,394 | PYOtherExpensesAmt |
| CY Other Expenses | $1,110,703 | CYOtherExpensesAmt |
| PY Total Expenses | $3,198,441 | PYTotalExpensesAmt |
| CY Total Expenses | $3,961,971 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,501,214 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,753,616 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,618,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,371,171 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $308,115 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $306,995 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,310,560 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,064,176 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Oakland Fund reaches across the city, engaging private partners to innovate, test and scale ideas that enhance Oakland. The Fund strives to improve the prosperity, safety and quality of life for all Oaklanders with projects that: build a more trustworthy and responsive government allow Oaklanders to stay rooted and thrive in our city and create a more vibrant and connected Oakland for all who live, work and play here. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,109,951 | ExpenseAmt |
| Grant | $810,108 | GrantAmt |
| Desc | Rooted Educator Housing Rooted, an established housing program for Oakland educators, joined OFPI in FY25. The program provides equitable housing solutions, including stipends, rent discounts, reduced security deposits, lease guarantees, insurance supports, and financial coaching. Rooted served more than 260 educators, saving an average of $2,000 annually on rent. Participants spent 2829% of income on housingbelow the 30% affordability benchmarkand achieved a 92% retention rate vs. 82% district-wide. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $903,617 | ExpenseAmt |
| Grant | $574,000 | GrantAmt |
| Desc | Jobs & Entrepreneurship Expands pathways to financial stability and small business growth. In FY25, OFPI supported ESO Ventures and Built Here Oakland, enabling 600+ entrepreneurs to access capital and coaching, while piloting reentry entrepreneurship programs. Youth employment programs created new income opportunities, and the Cultural Strategists in Government (CSIG) program embedded local artists in city systems, engaging 500+ residents. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $448,878 | ExpenseAmt |
| Grant | $396,108 | GrantAmt |
| Desc | Healthy & Safe Communities Supports violence prevention and wrap-around services through grassroots partnerships. In FY25, OFPI provided grants to organizations like TRYBE, Freedom School (Homies Empowerment), EOBA, Planting Justice, BWLLC, and the Huey P. Newton Foundation. These programs reached hundreds of Oakland youth and families with culturally rooted prevention and belonging strategies. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $317,239 | ExpenseAmt |
| Grant | $42,949 | GrantAmt |
| Desc | Other Program Services Includes cross-cutting program support and shared program activities that enable delivery across initiatives (e.g., convenings, evaluation/communications in support of programs, and other shared program costs not captured above). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $317,239 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $42,949 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,779,685 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 101 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nydia Tong | PersonNm |
| Phone | 4158695556 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery St 1000 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Juma Crawford | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | $240,000 | $0 | $24,347 | |
| Alaina Long | |||||||
| COO | 40.00 | 0.00 | Yes (X) | $42,640 | $0 | $2,651 | |
| Elizabeth Van Benschoten | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Assad Waathiq | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| John Lyman Board Chair | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Heather Hood | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Thurman White | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Karely Ordaz Salto | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Derwin Sisnett | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Christina Sutherland Mockler | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mai-Ling Garcia | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $282,640 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $26,998 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UVteam USA LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27461 Lemon Tree Ct | AddressLine1Txt |
| City | Hayward | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | back office admin. | ServicesDesc |
| Compensation | $124,617 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,494,449 | AllOtherContributionsAmt |
| Noncash Contributions | $720,694 | NoncashContributionsAmt |
| Total Contributions | $6,494,449 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,426 | TotalRevenueColumnAmt |
| Exclusion | $188,426 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc. income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,712 | TotalRevenueColumnAmt |
| Exclusion | $32,712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,712 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,715,587 | TotalRevenueColumnAmt |
| Exclusion | $221,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,013,057 | TotalAmt |
| Program Services | $1,013,057 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810,108 | TotalAmt |
| Program Services | $810,108 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,816 | TotalAmt |
| Program Services | $65,704 | ProgramServicesAmt |
| Management And General | $13,141 | ManagementAndGeneralAmt |
| Fundraising | $183,971 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,364 | TotalAmt |
| Program Services | $409,618 | ProgramServicesAmt |
| Management And General | $161,836 | ManagementAndGeneralAmt |
| Fundraising | $72,910 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,518 | TotalAmt |
| Program Services | $39,324 | ProgramServicesAmt |
| Management And General | $10,956 | ManagementAndGeneralAmt |
| Fundraising | $4,238 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,405 | TotalAmt |
| Program Services | $35,374 | ProgramServicesAmt |
| Management And General | $13,779 | ManagementAndGeneralAmt |
| Fundraising | $17,252 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,612 | TotalAmt |
| Management And General | $119,612 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,148 | TotalAmt |
| Management And General | $192,148 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,802 | TotalAmt |
| Program Services | $363,666 | ProgramServicesAmt |
| Management And General | $156,655 | ManagementAndGeneralAmt |
| Fundraising | $9,481 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,608 | TotalAmt |
| Program Services | $6,771 | ProgramServicesAmt |
| Management And General | $1,856 | ManagementAndGeneralAmt |
| Fundraising | $1,981 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,340 | TotalAmt |
| Program Services | $13,802 | ProgramServicesAmt |
| Management And General | $8,591 | ManagementAndGeneralAmt |
| Fundraising | $3,947 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,322 | TotalAmt |
| Program Services | $6,173 | ProgramServicesAmt |
| Management And General | $6,343 | ManagementAndGeneralAmt |
| Fundraising | $1,806 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,024 | TotalAmt |
| Program Services | $50 | ProgramServicesAmt |
| Management And General | $6,974 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,817 | TotalAmt |
| Program Services | $6,817 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,588 | TotalAmt |
| Program Services | $4,844 | ProgramServicesAmt |
| Management And General | $1,328 | ManagementAndGeneralAmt |
| Fundraising | $1,416 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Credit loss expense | $189,437 | $189,437 | ||
| Miscellaneous expenses | $6,856 | $1,199 | $4,377 | $1,280 |
| Bank fees | $149 | $149 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,961,971 | TotalAmt |
| Program Services | $2,779,685 | ProgramServicesAmt |
| Management And General | $884,004 | ManagementAndGeneralAmt |
| Fundraising | $298,282 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77 | BOYAmt |
| EOY | $629,979 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,088,864 | BOYAmt |
| EOY | $4,047,121 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,479,442 | BOYAmt |
| EOY | $409,699 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,292 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $95,454 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $188,918 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,618,675 | BOYAmt |
| EOY | $5,371,171 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,022 | BOYAmt |
| EOY | $105,764 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,093 | BOYAmt |
| EOY | $187,500 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,731 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,115 | BOYAmt |
| EOY | $306,995 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,945 | BOYAmt |
| EOY | $147,371 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,059,615 | BOYAmt |
| EOY | $4,916,805 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,310,560 | BOYAmt |
| EOY | $5,064,176 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,618,675 | BOYAmt |
| EOY | $5,371,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,753,616 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 Minus2 Years | $7,237,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $679,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,494,449 | CurrentTaxYearAmt |
| Total | $14,411,244 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $7,237,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $679,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,494,449 | CurrentTaxYearAmt |
| Total | $14,411,244 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,278,636 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,132,608 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $14,123 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $188,426 | CurrentTaxYearAmt |
| Total | $219,662 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,712 | CurrentTaxYearAmt |
| Total | $33,416 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,664,322 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $118,707 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Support Schedule: Other Income Explanation | FormAndLineReferenceDesc |
| Explanation | From time to time, miscellaneous amounts are received during the course of performing the organization's tax-exempt function. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (true) | MediaAdvertisementsInd |
| Media Advertisements | $141 | MediaAdvertisementsAmt |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,058 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,199 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II-B, Line 1i - Other Activities Description | The organization issued one press release regarding AB1021 and shared it on LinkedIn as part of its advocacy to highlight the importance of the bill, at a cost of $141. The $1,058 reported as direct contact with legislators and their staff reflects staff time associated with advancing AB 1021. This includes time spent by staff (primarily Jack Woodruff) engaging with Assemblymember Buffy Wicks office and other legislative stakeholders to support the development and refinement of the legislation. Activities included drafting and providing input on bill language, participating in meetings and communications with legislative offices and partners, and coordinating feedback to help move the legislation forward. No payments were made directly to legislators; all costs reflect allocated staff time. |
| Part IV - Additional Information |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposits | Desc |
| Amt | $13,731 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,731 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,737,187 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $21,600 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $21,600 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,715,587 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $6,715,587 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,983,571 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $21,600 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $21,600 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,961,971 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,961,971 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| City of Oakland | ||||||||
| 250 Frank H Ogawa Place 6300 | Oakland | CA | 94612 | 946000384 | City of Oakland | $135,000 | $0 | workforce development |
| Cobiz Richmond Inc | ||||||||
| 1503 Macdonald Avenue | Richmond | CA | 94801 | 842956832 | 501(c)(3) | $10,000 | $0 | small business development |
| Dr Huey Newton Foundation | ||||||||
| 1431 West Street | Oakland | CA | 94612 | 943191239 | 501(c)(3) | $25,000 | $0 | public history preservation |
| E Oakland Boxing Association | ||||||||
| 816 98th Avenue | Oakland | CA | 94603 | 942967981 | 501(c)(3) | $50,000 | $0 | youth mentorship |
| ESO Ventures | ||||||||
| 770 Canyon Oaks Dr Ste J 5000 | Oakland | CA | 94612 | 871026467 | $142,000 | $0 | entrepreneurship coaching | |
| Goalsetter | ||||||||
| 266 Decatur St | Brooklyn | NY | 11233 | 851490191 | 501(c)(3) | $167,000 | $0 | youth financial literacy |
| Kingmakers of Oakland | ||||||||
| 1035 7th Street | Oakland | CA | 94607 | 384105767 | 501(c)(3) | $20,000 | $0 | culturally affirming literacy |
| Oakland Public Education Fund | ||||||||
| 520 3rd St 109 | Oakland | CA | 94607 | 432014630 | 501(c)(3) | $100,000 | $0 | educational programming |
| Planting Justice | ||||||||
| 319 105th Avenue | Oakland | CA | 94603 | 270334905 | 501(c)(3) | $100,000 | $0 | youth workforce development |
| Roca Inc | ||||||||
| 101 Park Street | Chelsea | CA | 02150 | 223223641 | 501(c)(3) | $6,108 | $0 | violence intervention |
| SPCCONE | ||||||||
| 1503 Macdonald Ave | Richmond | CA | 94801 | 994262978 | $120,000 | $0 | equity-focused systems change | |
| Trybe Inc | ||||||||
| 3542 Fruitvale Avenue 135 | Oakland | CA | 94602 | 464328520 | 501(c)(3) | $120,000 | $0 | youth employment |
| Workforce Equity Solutions | ||||||||
| 3280 Birdsall Ave | Oakland | CA | 94619 | 920812686 | $8,949 | $0 | workforce development | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Rooted Teacher Housing Stipend | 95 | $739,759 |
| Moving Cost Grant Reimbursement | 58 | $39,403 |
| Housing Assistance | 4 | $30,946 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | The organization monitors grant funds through pre-award due diligence, written grant agreements, and post-award reporting. Grant recipients must provide required tax and compliance documentation and agree to permitted uses of funds before disbursement. During the grant period, the organization reviews financial and/or narrative reports to confirm funds are used for their intended charitable purpose. The organization maintains internal financial controls and may request additional documentation or take corrective action if concerns arise. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Juma Crawford | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $240,000 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $24,347 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $264,347 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 8: Amounts reported on 990 VII pursuant to initial contract exemption described in Regs | FormAndLineReferenceDesc |
| Explanation | The Board of Directors established the CEOs compensation using the rebuttable presumption of reasonableness procedure, including review by disinterested directors, use of comparability data, and contemporaneous documentation. The COOs compensation was set by management consistent with organizational practices but was not subject to the full rebuttable presumption process. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Fiscal Project | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $720,694 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 | Rooted (formerly TRiO+, an established housing program for Oakland educators, joined the Oakland Fund for Public Innovation in FY25. Rooted creates equitable housing solutions that allow teachers to remain in the communities where they work. Through housing stipends, rent discounts, reduced security deposits, and financial coaching, Rooted helps educators reduce their housing costs and build long-term financial stability. Under OFPIs fiscal sponsorship, Rooted continued its proven impact, serving more than 260 educators with an average annual rent savings of $2,000. Participating educators spent 2829% of their income on rentbelow the affordability benchmark of 30%and achieved a 92% retention rate compared to 82% district-wide. |
| Form 990, Part VI, Section A, Line 8b | Committees are not authorized to act on behalf of the Board. Their focus is to provide updates and report out to the full board on specific outcomes and goals of each committee. |
| Form 990, Part VI, Section B, Line 11b | Draft of 990 will be distributed to board members for review, inquiry and comment prior to filing. |
| Form 990, Part VI, Section B, Line 12c | The organization has a written conflict of interest policy that applies to all directors, officers, and key employees. Each covered person is required to complete an annual written disclosure of any actual or potential conflicts of interest. The disclosures are reviewed by the executive leadership team and the board chair, who determine whether a conflict exists and how it should be managed. Individuals with a conflict are prohibited from participating in related deliberations or decisions, and recusals are documented in the minutes. |
| Form 990, Part VI, Section B, Line 15a | The process consists of market analysis, including an annual review and the CEOs top goals for the year related to programming and fundraising. This process occurred last in FY23-24. |
| Form 990, Part VI, Section B, Line 15b | Compensation was determined by the CEO after a performance evaluation. This process occurred last during the 23-24 tax year. |
| Form 990, Part VI, Section C, Line 19 | Governing documents are not made available to the public. The conflict of interest policy and financial statements shall be made available upon request. |
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