2026-05-15T18:17:29-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 432014630 THE OAKLAND PUBLIC EDUCATION FUND OAKL 5102216968 PO BOX 71005 OAKLAND CA 94612 REYNOLD SAMORANOS CHIEF FINANCIAL OFFICER 5102216968 2026-05-15 1 0 MICHAEL LUMSDEN P01262236 4159561500 2026-05-15 2024 2025-03-06 01:10:19Z ALEXANDRIA MEDINA PO BOX 71005 OAKLAND CA 94612 20842692 0 X WWW.OAKLANDEDFUND.ORG X 2003 CA SECURE AND MANAGE RESOURCES FOR OAKLAND PUBLIC SCHOOLS SO ALL STUDENTS CAN LEARN, GROW, AND THRIVE. 11 11 204 8200 0 0 15798217 13667592 5659821 6215022 264749 373245 79644 420706 21802431 20676565 9970448 7471860 0 0 7237289 8018918 0 0 425273 7795910 7079367 25003647 22570145 -3201216 -1893580 27089178 24886403 2282932 1973737 24806246 22912666 THE OAKLAND PUBLIC EDUCATION FUND LEADS THE DEVELOPMENT AND INVESTMENT OF COMMUNITY RESOURCES IN OAKLAND PUBLIC SCHOOLS SO THAT ALL STUDENTS CAN LEARN, GROW, AND THRIVE. 0 0 18514667 7471860 6215022 THE OAKLAND PUBLIC EDUCATION FUND ("THE ED FUND") SECURES AND MANAGES RESOURCES FOR SCHOOLS WHILE HELPING THOSE SCHOOLS DEVELOP THEIR OWN CAPACITY TO CREATE THE BEST LEARNING ENVIRONMENTS FOR THEIR STUDENTS. THE ED FUND WORKS WITH SCHOOLS THAT STRIVE TO BE RESULTS ORIENTED, TO DEVELOP ENTREPRENEURIAL LEADERSHIP, AND TO CULTIVATE COLLABORATION AND FAMILY LEADERSHIP, AND TO FOCUS ON STUDENT PERSONALIZATION AND INNOVATIVE CURRICULUM. THE ED FUND IS ALSO A FISCAL SPONSOR FOR A RANGE OF PROJECTS WITH THE OAKLAND PUBLIC SCHOOLS, OAKLAND UNIFIED SCHOOL DISTRICT, AND EDUCATION-FOCUSED PROJECTS. 18514667 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 984 0 1 204 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X REYNOLD SAMORANOS 5102216968 520 3RD STREET SUITE 109 OAKLAND CA 94607 LORAINE BINION-HARDY CHAIR (THRU 6/2025) / DIRECTOR 1.00 X X 0 0 0 LANDON BAINES VICE CHAIR (THRU 6/2025) / CHAIR (START 6/2025) 1.00 X X 0 0 0 MICHAEL JOHNSON DIRECTOR / VICE CHAIR (START 6/2025) 1.00 X X 0 0 0 RUPA CHANDRA GUPTA SECRETARY (THRU 6/2025) 1.00 X X 0 0 0 SOFIA NAVARRO DIRECTOR / SECRETARY (START 6/2025) 1.00 X X 0 0 0 WILBUR HOBBS JR TREASURER 1.00 X X 0 0 0 JOHN BLISS DIRECTOR (START 6/2025) 1.00 X 0 0 0 CALVIN GUINN DIRECTOR (START 6/2025) 1.00 X 0 0 0 TRAVIS KAUZER DIRECTOR 1.00 X 0 0 0 JOHN PALMER DIRECTOR 1.00 X 0 0 0 GUNTHER STEIN DIRECTOR 1.00 X 0 0 0 TIFFANY WOOD DIRECTOR 1.00 X 0 0 0 ALEXANDRIA MEDINA EXECUTIVE DIRECTOR 40.00 X 242248 0 8787 REYNOLD SAMORANOS FRACTIONAL CFO 25.00 X 240761 0 0 KAITLIN LEVENSTRONG EXEC DIR - OAKLAND GOES OUTDOORS 40.00 X 167669 0 22294 LUCRETIA COTTON CONTROLLER 40.00 X 152112 0 19629 ALICIA PARISE DIRECTOR OF PROGRAMS 40.00 X 131157 0 37571 PRIYA JAGANNATHAN DIR, OAKLAND STARTING SMART & STRONG 40.00 X 148500 0 591 PATRICK MESSAC OAKLAND UNDIVIDED PROJECT MANAGER 40.00 X 129078 0 7865 1211525 0 96737 13 0 1 0 BLUEPRINT SCHOOLS NETWORK INC PO BOX 902440 NEEDHAM MA 02492 SERVICES FOR MATH FELLOWS PROGRAM 450000 JUST DESIGN CONSULTING 3386 WYMAN STREET OAKLAND CA 94619 CONSULTING SERVICES 232885 SING CREATIVE CONSULTING LLC 2038 HIGHLAND AVENUE WILMETTE IL 60091 CREATIVE SOLUTIONS CONSULTING 175275 EXZACHLY VENTURES LLC 1856 ARKELL ROAD WALNUT CREEK CA 94598 PROJECT MANAGEMENT 115933 AREY JONES EDUCATIONAL SOLUTIONS PO BOX 507404 SAN DIEGO CA 921507404 IT SERVICES 103282 6 343164 355879 12968549 128873 13667592 FISCAL SPONSOR PROJECTS 611710 4744049 4744049 PROG SERVICE FEES / SALES / CONTR 611710 1470973 1470973 6215022 373245 373245 9045 343164 166127 -157082 -157082 OTHER REVENUE 900099 577788 577788 577788 20676565 6215022 0 793951 X 5146982 5146982 2324878 2324878 491795 25103 328623 138069 5826751 4384540 1240473 201738 1140108 498669 600607 40832 560264 397900 134100 28264 5395 5395 65619 1674 63945 4183534 3369432 813997 105 6159 2382 3777 858888 768387 90120 381 82313 45488 35298 1527 179317 137990 41215 112 146500 145002 1018 480 59127 54985 2616 1526 49965 2944 47021 STAFF DEVELOPMENT 494681 480340 12842 1499 DUES & SUBSCRIPTIONS 300106 119554 180522 30 FIELD TRIPS 207586 207586 EQUIPMENT & MAINTENANCE 98984 92691 6293 341193 308140 22343 10710 22570145 18514667 3630205 425273 15786308 2183651 2373605 13654228 7146253 7153331 1203159 1404052 205675 203757 374178 287384 27089178 24886403 1910504 1663275 0 25000 372428 285462 2282932 1973737 X 9243147 4753209 15563099 18159457 24806246 22912666 27089178 24886403 -1893580 0 X 0 1 X 1 0 X 24371658 24525957 18114777 15798217 13667592 96478201 24371658 24525957 18114777 15798217 13667592 96478201 37706614 58771587 34969 33678 268612 264749 373245 975253 179 11595 26507 38281 64908 395947 597016 106151 577788 1741810 99233545 26416063 0.59230 0.64500 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 64,908. 2021 AMOUNT: $ 395,947. 2022 AMOUNT: $ 597,016. 2023 AMOUNT: $ 106,151. 2024 AMOUNT: $ 577,788. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING LEASE LIABILITIES 285462 285462 X 20788360 0 20788360 -111795 -111795 20676565 22681940 111795 111795 22570145 0 22570145 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 FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. AS OF JUNE 30, 2025 AND 2024, 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 -111,795. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 111,795. OAKLAND GROWN 287816 278771 9045 9045 75762 37618 AFRICAN AMERICAN EVENT 64393 64393 43702 352209 343164 9045 9045 75762 81320 166127 -157082 1 OAKLAND UNIFIED SCHOOL DISTRICT 5717 GASKILL STREET OAKLAND CA 94608 946000385 GOVERNMENT 3853313 0 UNRESTRICTED - GENERAL OPERATING SUPPORT THE FREEDOM SCHOOL LLC 9006 MACARTHUR BLVD OAKLAND CA 94605 932677670 335000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT OAKLAND TECH EXCHANGE 2530 INTERNATIONAL BLVD SUITE A OAKLAND CA 94602 922199377 501(C)(3) 231340 0 UNRESTRICTED - GENERAL OPERATING SUPPORT OAKLAND INTERNATIONAL HIGH SCHOOL 4521 WEBSTER STREET OAKLAND CA 94609 134129457 GOVERNMENT 198046 0 UNRESTRICTED - GENERAL OPERATING SUPPORT SAMOAN COMMUNITY DEVELOPMENT CENTER 2055 SUNNYDALE AVENUE SUITE 100 SAN FRANCISCO CA 94134 770290646 501(C)(3) 149000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT YOUTHBEAT PO BOX 30071 OAKLAND CA 94604 992013083 501(C)(3) 80000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT OAKLAND PROMISE 484 9TH STREET SUITE 430 OAKLAND CA 94607 542103707 501(C)(3) 40000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO 9500 GILMAN DRIVE DEPT 0026 LA JOLLA CA 92093 956006144 GOVERNMENT 25000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY 1111 FRANKLIN STREET 7TH FLOOR OAKLAND CA 94607 943067788 GOVERNMENT 25000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SANTA CRUZ 205 HAHN STUDENT SERVICES BUILDING SANTA CRUZ CA 95064 941539563 GOVERNMENT 25000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT REGENTS OF THE UNIVERSITY OF CALIFORNIA AT LOS ANGELES 1125 MURPHY HALL 405 HILGARD AVENUE LOS ANGELES CA 90095 956006143 GOVERNMENT 25000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT PARENT VOICES OAKLAND 580 2ND STREET SUITE 210 OAKLAND CA 94607 453171972 501(C)(3) 20000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT EAST BAY AGENCY FOR CHILDREN 2828 FORD STREET OAKLAND CA 94601 941358309 501(C)(3) 8000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT EAST BAY ASIAN YOUTH CENTER 2025 EAST 12TH STREET OAKLAND CA 94606 942925799 501(C)(3) 8000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT EAST BAY CONSORTIUM OF EDUCATIONAL INSTITUTIONS INC PO BOX 31674 OAKLAND CA 94604 942908730 501(C)(3) 8000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT OAKLAND KIDS FIRST 3700 E 12TH STREET SUITE 3 OAKLAND CA 94604 010594835 501(C)(3) 8000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT OAKLAND LACROSSE CLUB 248 3RD STREET 438 OAKLAND CA 94607 461048887 501(C)(3) 8000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT ROB SKATE ACADEMY 14492 WICKS BLVD SAN LEANDRO CA 94577 853606710 501(C)(3) 8000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT EAST BAY SPANISH SPEAKING CITIZENS FOUNDATION 1470 FRUITVALE AVENUE OAKLAND CA 94601 941628221 501(C)(3) 8000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT ULTIMATE IMPACT INC 1025 YERBA BUENA AVENUE UNIT A OAKLAND CA 94608 814505027 501(C)(3) 8000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT YOUTH TOGETHER INC 520 3RD STREET SUITE 209 OAKLAND CA 94607 352201239 501(C)(3) 8000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT BATTLE TESTED KIDS INC 1714 FRANKLIN STREET 100-123 OAKLAND CA 94601 833276506 501(C)(3) 6000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT HIGHER GROUND NEIGHBORHOOD DEVELOPMENT CORPORATION 1901 HARRISON STREET OAKLAND CA 94612 311779933 501(C)(3) 6000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT MY OTHER BROTHER MOB 2713 CHESTNUT STREET OAKLAND CA 94607 863648469 501(C)(3) 6000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT SAFE PASSAGES 1017 CLAY STREET SUITE 6306 OAKLAND CA 94607 204535835 501(C)(3) 6000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT SOCCER WITHOUT BORDERS 4521 WEBSTER STREET OAKLAND CA 94609 203786129 501(C)(3) 6000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT YOUTH ALIVE 3300 ELM STREET OAKLAND CA 94609 943143254 501(C)(3) 6000 0 UNRESTRICTED - GENERAL OPERATING SUPPORT ELEVATE TEACHING 1111 BROADWAY 3RD FLOOR OAKLAND CA 94607 934884970 501(C)(3) 5077 0 UNRESTRICTED - GENERAL OPERATING SUPPORT 27 1 GENERAL STIPENDS 1001 1639638 NEW COMER STIPENDS 13 2860 STUDENT STIPENDS 552 476591 TEC LINK STIPENDS 56 122672 TEACHER STIPENDS 1 400 VOLUNTEER STIPENDS 84 82717 PART I, LINE 2: FOR EACH GRANT, THE ED FUND RECORDS INTO ITS GRANTS MANAGEMENT DATABASE KEY DATES, REPORTING REQUIREMENTS, AND RESTRICTIONS ON THE USE OF GRANT FUNDS, WHICH ALLOWS FOR ENHANCED COLLABORATION AND RECORD-KEEPING. THE ORGANIZATION WILL (ON OCCASION) MEET WITH PROGRAM STAFF AND KEY FINANCIAL PERSONNEL OF THE GRANTEE TO ENSURE PROPER USE OF GRANTED FUNDS, AND REQUIRES FINANCIAL AND/OR OTHER REPORTS TO ACCOUNT FOR THE USE OF GRANTED FUNDS. GRANTS TO INDIVIDUALS ARE NOT MONITORED, BUT RATHER, AWARDED ON AN AS-NEEDED BASIS. X X 0 0 0 0 0 0 0 0 0 ALEXANDRIA MEDINA EXECUTIVE DIRECTOR 242248 0 0 0 0 0 0 0 8787 0 251035 0 0 0 REYNOLD SAMORANOS FRACTIONAL CFO 240761 0 0 0 0 0 0 0 0 0 240761 0 0 0 KAITLIN LEVENSTRONG EXEC DIR - OAKLAND GOES OUTDOORS 167669 0 0 0 0 0 0 0 22294 0 189963 0 0 0 LUCRETIA COTTON CONTROLLER 152112 0 0 0 0 0 0 0 19629 0 171741 0 0 0 ALICIA PARISE DIRECTOR OF PROGRAMS 131157 0 0 0 0 0 0 0 37571 0 168728 0 0 0 X 7 128873 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE AND ACCOUNTING DEPARTMENT; THE DRAFT IS THEN REVIEWED BY THE CFO, AND ADJUSTMENTS MADE (AS NECESSARY). THE COMPLETE FORM 990 IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH COVERS ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR MONITORING AND ENFORCING COMPLIANCE WITH THE POLICY. COVERED INDIVIDUALS ARE REQUIRED TO DISCLOSE TO THE BOARD OF DIRECTORS ANY FINANCIAL INTEREST WHICH MIGHT GIVE RISE TO A CONFLICT OF INTEREST. A PERSON WHO REPORTS OR IS DISCLOSED AS HAVING A CONFLICT OF INTEREST SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS CONDUCTS A REVIEW OF COMPENSATION FOR THE EXECUTIVE DIRECTOR. THIS PROCESS CONSISTS OF REVIEWING COMPENSATION DATA FROM THE FAIR PAY FOR NORTHERN CALIFORNIA NONPROFITS SURVEY, CONSIDERING THE FOLLOWING ATTRIBUTES: BUDGET SIZE, GEOGRAPHIC LOCATION, NUMBER OF EMPLOYEES MANAGED, AND OVERALL RESPONSIBILITIES OF THE EXECUTIVE DIRECTOR. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS THEN BASED ON THE AVERAGE OF THE 50TH AND 75TH PERCENTILE OF THESE COMPARABLE ORGANIZATIONS. THE EXECUTIVE DIRECTOR CONDUCTS A REVIEW OF COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. THIS PROCESS CONSISTS OF REVIEWING THE COMPENSATION DATA OF SIMILAR EMPLOYEES FROM THE FAIR PAY FOR NORTHERN CALIFORNIA NONPROFITS SURVEY, CONSIDERING THE FOLLOWING ATTRIBUTES: BUDGET SIZE, GEOGRAPHIC LOCATION, AND NUMBER OF EMPLOYEES. COMPENSATION IS DETERMINED UTILIZING AN AVERAGE OF THESE SIMILARLY SITUATED EMPLOYEES IN COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES - OTHER: PROGRAM SERVICE EXPENSES 2,179,145. MANAGEMENT AND GENERAL EXPENSES 789,408. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,968,553. PERCENTAGE FEES: PROGRAM SERVICE EXPENSES 1,188,051. MANAGEMENT AND GENERAL EXPENSES 19. FUNDRAISING EXPENSES 105. TOTAL EXPENSES 1,188,175. PAYROLL FEES: PROGRAM SERVICE EXPENSES 1,935. MANAGEMENT AND GENERAL EXPENSES 15,025. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,960. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 301. MANAGEMENT AND GENERAL EXPENSES 9,545. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,846.