Civic Intelligence

Lead Liberated

990 • Fiscal year 2019 • EIN 47-4248922

Jul 01, 2018 to Jun 30, 2019 • Filed on May 07, 2020

Organization Profilewww.educate78.org
2323 BroadwayOakland, CA 94612

(510) 788-0260

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.03x

Higher debt load relative to assets than 28% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

14th percentile

0.02x

Higher debt load relative to revenue than 14% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

85th percentile

$262,957

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

70%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,583,282

Up $390,052 (+12%) from 2018

Net Assets

Up

$3,471,597

Up $723,855 (+26%) from 2018

Liabilities

Down

$111,685

Down $333,803 (-75%) from 2018

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin68th percentile

Revenue

Up

$6,389,352

Up $2,632,826 (+70%) from 2018

Expenses

Down

$5,665,497

Down $74,250 (-1.3%) from 2018

Net Income

Up

$723,855

Up $2,707,076 (+136%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $6,069,666Liabilities 2017: $1,338,703Net Assets 2017: $4,730,9632017Assets 2018: $3,193,230Liabilities 2018: $445,488Net Assets 2018: $2,747,7422018Assets 2019: $3,583,282Liabilities 2019: $111,685Net Assets 2019: $3,471,5972019Assets 2020: $2,636,381Liabilities 2020: $599,941Net Assets 2020: $2,036,4402020Assets 2021: $1,633,018Liabilities 2021: $297,649Net Assets 2021: $1,335,3692021Assets 2022: $1,479,322Liabilities 2022: $13,532Net Assets 2022: $1,465,7902022Assets 2023: $1,761,999Liabilities 2023: $16,129Net Assets 2023: $1,745,8702023Assets 2024: $1,472,417Liabilities 2024: $68,593Net Assets 2024: $1,403,8242024

Highlighted filing

2019

Assets$3,583,282
Liabilities$111,685
Net Assets$3,471,597
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2017: $7,662,469Expenses 2017: $2,906,424Net Income 2017: $4,756,0452017Revenue 2018: $3,756,526Expenses 2018: $5,739,747Net Income 2018: -$1,983,2212018Revenue 2019: $6,389,352Expenses 2019: $5,665,497Net Income 2019: $723,8552019Revenue 2020: $2,755,305Expenses 2020: $4,190,462Net Income 2020: -$1,435,1572020Revenue 2021: $2,584,018Expenses 2021: $3,285,089Net Income 2021: -$701,0712021Revenue 2022: $790,522Expenses 2022: $660,101Net Income 2022: $130,4212022Revenue 2023: $1,349,347Expenses 2023: $1,069,267Net Income 2023: $280,0802023Revenue 2024: $698,595Expenses 2024: $1,040,641Net Income 2024: -$342,0462024

Highlighted filing

2019

Revenue$6,389,352
Expenses$5,665,497
Net Income$723,855
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 7, 2020
Return Version
2018v3.1
Gross Receipts
$6,389,352
Mission and Program Overview

Mission

Through coaching and group facilitation, leaders of color heal from racism, develop skills to identify & interrupt racism in personal leadership, organizational practices & policies, and produce antiracist solutions in partnership with community.

Educate78s mission is to ensure that every student, in all 78 square miles of Oakland, has a world-class public education. Accordingly, Educate78s activities center on increasing the number of Oakland students who have access to high quality public schools and graduate ready for college, career and citizenship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$739,219$3,397,581▲ $2,658,362
Savings and Temporary Cash Investments$2,390,590$117,055▼ $2,273,535
Intangible Assets$23,737$46,173▲ $22,436
Land, Buildings, and Equipment, Net$8,268$16,070▲ $7,802
Prepaid Expenses and Deferred Charges$31,416$6,403▼ $25,013
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$3,193,230$3,583,282▲ $390,052
Other Assets Total-$0-
Liabilities
Grants Payable$323,500--
Accounts Payable and Accrued Expenses$121,988$111,685▼ $10,303
Total Liabilities$445,488$111,685▼ $333,803
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$2,631,574-
Unrestricted Net Assets$2,747,742$840,023▼ $1,907,719
Total Net Assets Fund Balance$2,747,742$3,471,597▲ $723,855
Total Liabilities and Net Assets / Fund Balance$3,193,230$3,583,282▲ $390,052

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,070$9,965$26,035
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gloria LeePresident & CEOFT$232,856$30,101$262,957
David Harriman PhillipsChief of StaffFT$139,605$34,285$173,890
David CastilloED Oakland CharterFT$124,305$29,715$154,020
Carolyn GramstorffChief of SchoolsFT$139,100$13,742$152,842
Bela BhasinDirector Design LabFT$114,841$20,187$135,028
Rachel JamesOperations DirectorFT$106,285$15,103$121,388

Board Members and Trustees

NameTitle
Amy OmandBoard Member
Diana LeeBoard Member
Julayn VigilBoard Member
Kameelah Shaheed-DialloBoard Member
Renato AlmanzorBoard Member
Robin LakeBoard Member
Susan TrueBoard Member
Brian StanleySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
The Kos Read Group IncCommunications347 Wayne Ave, Oakland, CA 94606$291,866
Revenue and Support

Revenue Composition

Contributions and Grants
$6,374,292
Program Service Revenue
$6,900
Investment Income
$8,160
Other Revenue
$0
All Other Contributions
$6,374,292
Change in Net Assets
$723,855

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,389,352
Total Revenue per Audited Statements
$6,389,352
Total Revenue per Form 990
$6,389,352
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,741,056
Salaries, Compensation, and Employee Benefits$1,660,750
Other Expenses$1,263,691
Total Fundraising Expense$72,669
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,689,985--$2,689,985
Other Salaries and Wages$924,227$32,256$6,197$962,680
Fees for Services Other$696,460$63,926$9,750$770,136
Current Officers, Directors, Trustees, and Key Employees$330,716$83,365$46,010$460,091
Conferences and Meetings$158,484$26,831-$185,315
Occupancy$13,115$96,278$270$109,663
Payroll Taxes$93,828$7,744$2,964$104,536
Other Employee Benefits$97,842$3,616$954$102,412
Travel$50,393$22,115$4,636$77,144
Grants to Domestic Individuals$51,071--$51,071
Fees for Services Accounting-$48,320-$48,320
Pension Plan Contributions$28,384$2,100$547$31,031
Information Technology$273$28,144$284$28,701
Depreciation Depletion-$21,178$214$21,392
Office Expenses$1,916$8,666$843$11,425
Insurance-$7,964-$7,964
Advertising$2,111$135-$2,246
Fees for Services Legal$1,255$130-$1,385
Total Functional Expenses$5,140,060$452,768$72,669$5,665,497

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,665,497
Total Expenses per Audited Statements$5,665,497
Total Expenses per Form 990$5,665,497
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
GO Public Schools LeadershipOakland, CA501c3Program Support$551,686
Oakland EnrollsOakland, CA501c3Program support$500,000
Oakland Public Education FundOakland, CA501c3Program Support$282,660
Education for ChangeOakland, CA501c3Program Support$207,000
Lighthouse Charter SchoolOakland, CA501c3Program Support$195,000
Alder Graduate School of EduRedwood City, CA501c3Program support$150,000
Envision SchoolsOakland, CA501c3Program support$130,000
Aurum Preparatory AcademyOakland, CA501c3Program Support$120,000
Inquiring SystemsSonoma, CA501c3Program Support$80,000
Unity SchoolsOakland, CA501c3Program Support$70,000
Yu Ming Charter SchoolEmeryville, CA-Program support$60,500
Reach Inst School LeadershipOakland, CA501c3Program Support$60,000
Partners in School InnovationSan Francisco, CA501c3Program support$45,000
Social Good Fund IncRichmond, CA501c3Program Support$40,000
Oakland Unified School DistOakland, CA501c3Program Support$37,050
Great School Choices IncNew York, NY501c3Program Support$35,000
Natl Council Teacher QualityWashington, DC501c3Program Support$33,333
Amethod Public Schools IncOakland, CA501c3Program support$30,000
Pivot LearningOakland, CA501c3Program Support$24,000
Concourse EducationRichmond, CA501c3Program support$18,750
Leadership Public SchoolsOakland, CA501c3Program Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Board reviews the Form 990 prior to filing with the IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annual review of conflict of interest policy by Board of Directors.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Board leads an annual performance review including 360 feedback.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organizations 990 is available to the public upon request. Documents described in California's NIA are available upon request for 3 years. Many of these documents are also available online.”

Filing and Contact Details

Filer

Filer Name
Educate78
EIN
47-4248922
Phone
5107880260
Address
2323 Broadway, Oakland, CA 94612

Signing Officer

Name
Gloria Lee
Title
President & CEO
Signed
2020-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gloria Lee
Formed
2015
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
14

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
August Zajonc CPA
Phone
5108352727
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“Staff interviews 3 prospective auditors. Final selection approved by Audit Committee. Audit committee & BoD review audit findings and report.”

Part IX, Statement of Functional Expenses

“The Organization was able to raise substantial funds with limited fundraising expense as the Organization received a number of larger grants.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Internal Revenue Service and the California Franchise Tax Board have determined that the Organization is exempt from federal and state income taxes under IRC 501(c)(3) and California RTC 23701(d). The Organization has evaluated its current tax positions as of June 30, 2019 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. The Organizations tax returns are generally subject to examination by federal and state taxing authorities for three and four years, respectively, after they are filed.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chief of Staff
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chief of Schools
IRS990/Form990PartVIISectionAGrp/TitleTxt11ED Oakland Charter
IRS990/Form990PartVIISectionAGrp/TitleTxt12Dir. Design Lab
IRS990/Form990PartVIISectionAGrp/TitleTxt13Operations Dir.
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IRS990/MissionDesc0Through strategic giving and leadership, Educate78 supports the creation of high quality schools and the policies that enable them, strengthen practices to attract and retain educators, and amplify the voices of families and community on public education issues.
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07744
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IRS990/ProgSrvcAccomActy2Grp/Desc0Schools: Key accomplishments in our Educate78 schools grantmaking and program work included supporting the opening of 3 new quality schools and the incubation of 10 design teams (3 new charters, 4 OUSD redesign teams, 1 district-operated autonomous new school, 1 new school to be launched under a district contract, and 2 early stage teams with governance yet to be determined) in the School Design Lab program.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Talent: Key accomplishments in our Talent grantmaking and program work included funding 12 teacher-designed solutions to increase teacher retention, and spearheading a 2nd annual city-wide teacher survey with input from over 600 teachers on key factors driving teacher retention.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,583,282
Liabilities
$111,685
Net assets
$3,471,597
Revenue
$6,389,352
Expenses
$5,665,497
Net income
$723,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.07$1.40$0.70$1.04$0.34
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.02$1.75$1.35$1.07$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.01$1.47$0.79$0.66$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.30$1.34$2.58$3.29$0.70
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.60$2.04$2.76$4.19$1.44
2019Detailed filing. Detailed filing data is available for this year.$3.58$0.11$3.47$6.39$5.67$0.72
2018Detailed filing. Detailed filing data is available for this year.$3.19$0.45$2.75$3.76$5.74$1.98
2017Detailed filing. Detailed filing data is available for this year.$6.07$1.34$4.73$7.66$2.91$4.76