PLATINUM2023

Oakland Public Education Fund

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.

aka Oakland Schools Foundation   |   Oakland, CA   |  www.oaklandedfund.org
GuideStar Charity Check

Oakland Public Education Fund

EIN: 43-2014630


Mission

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.

Ruling year info

2003

Interim Executive Director

Ms. Alexandria Medina

Main address

P.O. Box 71005

Oakland, CA 94612 USA

Show more contact info

EIN

43-2014630

Subject area info

Education

Elementary and secondary education

Population served info

Children and youth

NTEE code info

Fund Raising and/or Fund Distribution (B12)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

Blog

What we aim to solve

This profile needs more info.

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Oakland Public Education Fund

The Ed Fund is the only organization focused on raising money for all Oakland public schools. We create and support partnerships that lead to great outcomes for kids. We rally people around our public schools.

Population(s) Served
Children and youth

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of volunteers

This metric is no longer tracked.
Totals By Year
Related Program

Oakland Public Education Fund

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Total number of volunteers who participated in a given year

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

Oakland Public Education Fund

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Total number of A to Z grants awarded to Oakland educators in a given year

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

Oakland Public Education Fund

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

The dollar amount of A to Z grants awarded to Oakland educators per Fiscal Year (July 1st - June 30)

Number of clients served

This metric is no longer tracked.
Totals By Year
Related Program

Oakland Public Education Fund

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

This indicates the number of Oakland K-12 public and charter school students, educators, and central office staff that we serve through our work as Oakland Unified School District's education fund.

Number of list subscribers

This metric is no longer tracked.
Totals By Year
Related Program

Oakland Public Education Fund

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

This metric indicates the number of individuals signed up for our monthly newsletter.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback

Financials

Oakland Public Education Fund
Fiscal year: Jul 01 - Jun 30
Financial documents
2021 2021 Audited Financial Statement 2019 FY19 Audited Financials 2018 17-18 Audited Financials 2016
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

19.09

Average of 9.15 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

9.1

Average of 8.7 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

20%

Average of 16% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Oakland Public Education Fund

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Oakland Public Education Fund

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Oakland Public Education Fund

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Oakland Public Education Fund’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation -$3,532,586 $1,630,406 -$1,135,529 $3,406,165 $5,299,870
As % of expenses -14.2% 6.3% -4.5% 10.7% 20.8%
Unrestricted surplus (deficit) after depreciation -$3,532,586 $1,630,406 -$1,135,529 $3,406,165 $5,299,870
As % of expenses -14.2% 6.3% -4.5% 10.7% 20.8%
Revenue composition info
Total revenue (unrestricted & restricted) $30,298,927 $29,092,740 $34,420,175 $28,210,005 $29,139,835
Total revenue, % change over prior year 41.0% -4.0% 18.3% -18.0% 3.3%
Program services revenue 8.6% 9.5% 8.5% 13.3% 14.3%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.4% 1.1% 0.6% 0.1% 0.1%
Government grants 0.4% 0.6% 0.5% 4.7% 10.0%
All other grants and contributions 90.6% 88.7% 90.2% 81.7% 74.2%
Other revenue 0.0% 0.1% 0.1% 0.2% 1.4%
Expense composition info
Total expenses before depreciation $24,863,389 $25,733,899 $25,233,366 $31,957,576 $25,484,490
Total expenses, % change over prior year 19.6% 3.5% -1.9% 26.6% -20.3%
Personnel 27.2% 27.0% 25.2% 23.9% 34.4%
Professional fees 18.1% 18.4% 11.0% 12.1% 15.2%
Occupancy 1.1% 1.9% 1.0% 1.1% 1.5%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 41.4% 41.2% 46.4% 36.5% 29.9%
All other expenses 12.2% 11.5% 16.4% 26.3% 18.8%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $24,863,389 $25,733,899 $25,233,366 $31,957,576 $25,484,490
One month of savings $2,071,949 $2,144,492 $2,102,781 $2,663,131 $2,123,708
Debt principal payment $0 $0 $0 $0 $1,270,700
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $26,935,338 $27,878,391 $27,336,147 $34,620,707 $28,878,898

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 11.7 8.8 10.4 7.3 9.1
Months of cash and investments 11.7 10.2 10.4 7.3 9.1
Months of estimated liquid unrestricted net assets 0.3 1.0 0.5 1.7 4.6
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $24,196,462 $18,966,825 $21,811,707 $19,506,262 $19,425,779
Investments $0 $2,928,942 $0 $0 $0
Receivables $2,845,950 $3,015,662 $11,493,174 $10,198,558 $12,567,457
Gross land, buildings, equipment (LBE) $0 $0 $0 $0 $0
Accumulated depreciation (as a % of LBE) 0.0% 0.0% 0.0% 0.0% 0.0%
Liabilities (as a % of assets) 27.2% 14.0% 6.4% 7.8% 3.3%
Unrestricted net assets $604,128 $2,234,534 $1,099,005 $4,505,170 $9,805,040
Temporarily restricted net assets $19,440,404 $19,843,522 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $19,440,404 $19,843,522 $30,165,860 $23,012,124 $21,367,599
Total net assets $20,044,532 $22,078,056 $31,264,865 $27,517,294 $31,172,639

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Interim Executive Director

Ms. Alexandria Medina

Alexandria brings over 18 yrs of experience in designing alternative education experiences to youth across the Bay Area. She has a solid background in program design and coordination for growth, with strong emphasis in partnerships and initiatives. Experienced in results based accountability practices including leading data inquiry and improvement processes. Relationship builder across communities and nurturing public relationships. Expert in hiring and human resources practices across non-profit and state systems. Ability to work with diverse cultures and socioeconomic groups in recreation, social and academic settings. Skilled in developing, training and implementing research-based social emotional learning, group development, academic, nutrition, fitness, service learning, and enrichment programming as well as California Standards based curriculum. She is a graduate of UC Berkeley and earned a Masters in Educational Leadership from Cal State East Bay.

Number of employees

Source: IRS Form 990

Oakland Public Education Fund

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
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Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

Oakland Public Education Fund

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

Oakland Public Education Fund

Board of directors
as of 08/03/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Ms. Marjorie Goux

RODAN + FIELDS

Term: 2020 - 2023

Helen Bulwik

Retired, Pacific Art Group

Rupa Chandra Gupta

Sown to Grow

Loraine Binion

UC Berkeley

John Palmer

Orrick, Herrington & Sutcliffe LLP

Cari Jacobs-Crovetto

Torch

Wilbur Hobbs

Retired, Community Bank of the Bay

Landon Baines

Heritage Bank of Commerce

Dawn Taketa Riordan

IDEO U

Thais Rezende

Build

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 8/2/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
Hispanic/Latino/Latina/Latinx
Gender identity
Female, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 08/02/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.

Contractors

Fiscal year ending
There are no fundraisers recorded for this organization.