Civic Intelligence

Unity Schools

990 • Fiscal year 2023 • EIN 75-3107384

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

Organization ProfileUNITYHIGH.ORG
6038 Brann StreetOakland, CA 94605

(510) 635-7170

Siviq Scores

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

Liabilities / Assets

71st percentile

0.42x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.40x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

33rd percentile

$137,431

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

94th percentile

78%

Faster asset growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Flat

$9,625,487

Flat from 2023

Net Assets

Flat

$5,537,925

Flat from 2023

Liabilities

Flat

$4,087,562

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin74th percentile

Revenue

Flat

$10,286,799

Flat from 2023

Expenses

Flat

$8,449,224

Flat from 2023

Net Income

Flat

$1,837,575

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$15M$10M$5.0M$0Assets 2011: $747,095Liabilities 2011: $266,726Net Assets 2011: $480,3692011Assets 2012: $2,002,824Liabilities 2012: $1,457,106Net Assets 2012: $545,7182012Assets 2013: $8,587,754Liabilities 2013: $7,773,234Net Assets 2013: $814,5202013Assets 2014: $12,225,338Liabilities 2014: $8,372,127Net Assets 2014: $3,853,2112014Assets 2015: $12,559,642Liabilities 2015: $8,723,058Net Assets 2015: $3,836,5842015Assets 2016: $13,649,689Liabilities 2016: $9,694,695Net Assets 2016: $3,954,9942016Assets 2017: $13,914,276Liabilities 2017: $9,720,948Net Assets 2017: $4,193,3282017Assets 2018: $14,746,843Liabilities 2018: $10,491,882Net Assets 2018: $4,254,9612018Assets 2019: $2,418,108Liabilities 2019: $967,432Net Assets 2019: $1,450,6762019Assets 2020: $2,708,647Liabilities 2020: $708,225Net Assets 2020: $2,000,4222020Assets 2021: $3,887,469Liabilities 2021: $1,112,288Net Assets 2021: $2,775,1812021Assets 2022: $5,394,762Liabilities 2022: $1,670,352Net Assets 2022: $3,724,4102022Assets 2023: $9,625,487Liabilities 2023: $4,087,562Net Assets 2023: $5,537,9252023Assets 2023: $9,625,487Liabilities 2023: $4,087,562Net Assets 2023: $5,537,9252023Assets 2024: $9,961,432Liabilities 2024: $4,058,413Net Assets 2024: $5,903,0192024

Highlighted filing

2023

Assets$9,625,487
Liabilities$4,087,562
Net Assets$5,537,925
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,375,138Expenses 2011: $2,416,728Net Income 2011: -$41,5902011Expenses 2012: $2,258,0192012Expenses 2013: $2,421,0382013Revenue 2014: $6,000,491Expenses 2014: $2,961,800Net Income 2014: $3,038,6912014Revenue 2015: $3,266,251Expenses 2015: $3,282,878Net Income 2015: -$16,6272015Revenue 2016: $5,440,142Expenses 2016: $5,321,732Net Income 2016: $118,4102016Revenue 2017: $6,960,681Expenses 2017: $6,722,347Net Income 2017: $238,3342017Revenue 2018: $7,381,779Expenses 2018: $7,320,146Net Income 2018: $61,6332018Revenue 2019: $6,130,648Expenses 2019: $8,934,933Net Income 2019: -$2,804,2852019Revenue 2020: $8,041,157Expenses 2020: $7,568,862Net Income 2020: $472,2952020Revenue 2021: $8,275,864Expenses 2021: $7,501,105Net Income 2021: $774,7592021Revenue 2022: $8,632,981Expenses 2022: $7,683,752Net Income 2022: $949,2292022Revenue 2023: $10,286,799Expenses 2023: $8,449,224Net Income 2023: $1,837,5752023Revenue 2023: $10,286,799Expenses 2023: $8,449,224Net Income 2023: $1,837,5752023Revenue 2024: $9,852,822Expenses 2024: $9,449,687Net Income 2024: $403,1352024

Highlighted filing

2023

Revenue$10,286,799
Expenses$8,449,224
Net Income$1,837,575
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Gross Receipts
$10,286,799
Mission and Program Overview

Mission

To prepare its students for admission to and success in college. The school offers a rigorous curriculum that meets the university of california a-g requirements, with an emphasis on basic skills and core subject matter in english language arts, mathematics, social studies and science, and a comprehensive support program that promotes healthy youth development, including preparing the students to apply their knowledge and skills for the benefit of the community and environment.

Operation of two public charter schools offering classroom-based instruction to grades 6 to 12.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$4,575,939-
Accounts Receivable$1,806,317$2,189,808▲ $383,491
Savings and Temporary Cash Investments$3,489,814$1,443,721▼ $2,046,093
Land, Buildings, and Equipment, Net$54,428$52,140▼ $2,288
Prepaid Expenses and Deferred Charges$37,996$43,775▲ $5,779
Cash and Non-Interest-Bearing Accounts$6,207$3,000▼ $3,207
Total Assets$5,394,762$9,625,487▲ $4,230,725
Other Assets Total$0$1,317,104▲ $1,317,104
Liabilities
Deferred Revenue$798,261$1,707,780▲ $909,519
Other Liabilities$0$1,344,104▲ $1,344,104
Accounts Payable and Accrued Expenses$872,091$1,035,678▲ $163,587
Total Liabilities$1,670,352$4,087,562▲ $2,417,210
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,715,074$5,517,907▲ $1,802,833
Net Assets With Donor Restrictions$9,336$20,018▲ $10,682
Total Net Assets Fund Balance$3,724,410$5,537,925▲ $1,813,515
Total Liabilities and Net Assets / Fund Balance$5,394,762$9,625,487▲ $4,230,725

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$41,737$476,056$517,793
Equipment$5,782$187,815$193,597
Other Land Buildings$4,621$16,704$21,325
Other Assets Org$1,317,104--
Other Securities$4,575,939--
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William NeePrincipal, HsFT$116,467$20,964$137,431
Damon GrantCo-principal, MsFT$113,872$20,497$134,369
Kate GoedekerCo-principal, MsFT$107,477$19,346$126,823
Robert StaenbergDirector/staffFT$58,659$10,559$69,218
Sau-lim Lance TsangExecutive DirectorPT$54,506-$54,506

Board Members and Trustees

NameTitle
Gerald EismanChair/treasurer
Mario RivasVice Chair
Phillesha BrownDirector
Rich McclineDirector
Lilia ChavezSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$10,173,300
Program Service Revenue
$0
Investment Income
$113,499
Other Revenue
$0
All Other Contributions
$2,809
Change in Net Assets
$1,837,575

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,286,799
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-24,061
Total Revenue per Audited Statements
$10,262,738
Total Revenue per Form 990
$10,286,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,000,863
Other Expenses$2,448,361
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,089,948$350,556-$4,440,504
Other Employee Benefits$975,380$70,384-$1,045,764
Fees for Services Other$696,814$60,528-$757,342
Occupancy$602,596$43,345-$645,941
Pension Plan Contributions$363,485$37,191-$400,676
Office Expenses$140,643$21,890-$162,533
Current Officers, Directors, Trustees, and Key Employees$49,154$64,765-$113,919
Insurance$94,046$192-$94,238
Travel$69,856$1,142-$70,998
Conferences and Meetings$57,898$10,150-$68,048
Depreciation Depletion$61,182--$61,182
Other Expenses$56,356$15,704-$56,356
Advertising$38,824$674-$39,498
Total Functional Expenses$7,772,703$676,521$0$8,449,224

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,449,224
Total Expenses per Audited Statements$8,449,224
Total Expenses per Form 990$8,449,224
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$1,344,104
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Section A, Line 8B

“There are no committees with authority to act on behalf of the board.”

Form 990, Part VI, Section B, Line 11B

“A draft of the form 990 is provided to management and disbursed to the board members for review and comment. Management will finalize after receiving any input or feedback from the board.”

Form 990, Part VI, Section B, Line 12C

“Management and members of the board must annually complete the ca form 700 statement of economic interest.”

Form 990, Part VI, Section B, Line 15A

“Management compensation is reviewed and approved by the board at a public meeting and documented in a written employment agreement.”

Form 990, Part VI, Section C, Line 19

“Public documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Unity Schools
EIN
75-3107384
Phone
5106357170
Address
6038 BRANN STREET, OAKLAND, CA 94605

Signing Officer

Name
Sau-lim Lance Tsang
Title
Executive Director
Phone
5106357170
Signed
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sau-lim Lance Tsang
Formed
2003
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
92
Volunteers
10

Preparer

Firm
Christy White Associates
Address
348 OLIVE STREET, SAN DIEGO, CA 92103
Preparer
Marcy Kearney
Phone
6192708222
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management believes all of its significant tax positions would be upheld under examination; therefore, no provision for income tax has been recorded.”

Raw XML AppendixShowing 400 of 439 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0872091
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01035678
IRS990/AccountsReceivableGrp/BOYAmt01806317
IRS990/AccountsReceivableGrp/EOYAmt02189808
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OPERATION OF TWO PUBLIC CHARTER SCHOOLS OFFERING CLASSROOM-BASED INSTRUCTION TO GRADES 6 TO 12.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0674
IRS990/AdvertisingGrp/ProgramServicesAmt038824
IRS990/AdvertisingGrp/TotalAmt039498
IRS990/AllOtherContributionsAmt02809
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05106357170
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06038 BRANN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094605
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt06207
IRS990/CashNonInterestBearingGrp/EOYAmt03000
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt064765
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt049154
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0113919
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt010150
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt057898
IRS990/ConferencesMeetingsGrp/TotalAmt068048
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010173300
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0113499
IRS990/CYOtherExpensesAmt02448361
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01837575
IRS990/CYSalariesCompEmpBnftPaidAmt06000863
IRS990/CYTotalExpensesAmt08449224
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010286799
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0798261
IRS990/DeferredRevenueGrp/EOYAmt01707780
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt061182
IRS990/DepreciationDepletionGrp/TotalAmt061182
IRS990/Desc0OPERATION OF OAKLAND UNITY HIGH SCHOOL (OUHS): A PUBLIC CHARTER SCHOOL SPONSORED BY OAKLAND UNIFIED SCHOOL DISTRICT OFFERING EDUCATIONAL SERVICES TO STUDENTS IN GRADES 9 TO 12. ALL STUDENTS ARE OFFERED A CURRICULUM THAT ALLOWS EVERY GRADUATE TO MEET THE UNIVERSITY OF CALIFORNIA A-GREQUIREMENTS. STUDENTS ARE ASSIGNED ADVISORS FROM THE TEACHING STAFF WHO SERVE AS STUDENT AND FAMILY ADVOCATES AND MENTOR STUDENTS TOWARDS GRADUATION AND COLLEGE ADMISSION. LEARNING EXPERIENCES BOTH WITHIN AND OUTSIDE THE CLASSROOM ALLOW STUDENTS TO ACHIEVE THEIR LEADERSHIP AND ACADEMIC POTENTIAL AND BECOME CREATIVE CRITICAL THINKERS, COMPASSIONATE HUMAN BEINGS, AND EFFECTIVE PARTICIPANTS IN MULTICULTURAL DEMOCRATIC SOCIETY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt09336
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt020018
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt092
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05574606
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt060528
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0696814
IRS990/FeesForServicesOtherGrp/TotalAmt0757342
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt630.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310559
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt719346
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt820497
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt920964
IRS990/Form990PartVIISectionAGrp/PersonNm0GERALD EISMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1MARIO RIVAS
IRS990/Form990PartVIISectionAGrp/PersonNm2LILIA CHAVEZ
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT STAENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm4RICH MCCLINE
IRS990/Form990PartVIISectionAGrp/PersonNm5PHILLESHA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm6SAU-LIM LANCE TSANG
IRS990/Form990PartVIISectionAGrp/PersonNm7KATE GOEDEKER
IRS990/Form990PartVIISectionAGrp/PersonNm8DAMON GRANT
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM NEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt358659
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt654506
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7107477
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8113872
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9116467
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/STAFF
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CO-PRINCIPAL, MS
IRS990/Form990PartVIISectionAGrp/TitleTxt8CO-PRINCIPAL, MS
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRINCIPAL, HS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt010170491
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010286799
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0192
IRS990/InsuranceGrp/ProgramServicesAmt094046
IRS990/InsuranceGrp/TotalAmt094238
IRS990/InvestmentIncomeGrp/ExclusionAmt0113499
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0113499
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04575939
IRS990/IRPDocumentCnt048
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0680575
IRS990/LandBldgEquipBasisNetGrp/BOYAmt054428
IRS990/LandBldgEquipBasisNetGrp/EOYAmt052140
IRS990/LandBldgEquipCostOrOtherBssAmt0732715
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PREPARE ITS STUDENTS FOR ADMISSION TO AND SUCCESS IN COLLEGE AND CAREER,AND TO BECOME HAPPY AND PRODUCTIVE MEMBERS OF SOCIETY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03724410
IRS990/NetAssetsOrFundBalancesEOYAmt05537925
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-24061
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03715074
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05517907
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt043345
IRS990/OccupancyGrp/ProgramServicesAmt0602596
IRS990/OccupancyGrp/TotalAmt0645941
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021890
IRS990/OfficeExpensesGrp/ProgramServicesAmt0140643
IRS990/OfficeExpensesGrp/TotalAmt0162533
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01317104
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt070384
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0975380
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01045764
IRS990/OtherExpensesGrp/Desc0BOOKS AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1CHARTER AUTHORIZER FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015704
IRS990/OtherExpensesGrp/ProgramServicesAmt0476521
IRS990/OtherExpensesGrp/ProgramServicesAmt156356
IRS990/OtherExpensesGrp/TotalAmt0492225
IRS990/OtherExpensesGrp/TotalAmt156356
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt01344104
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0350556
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04089948
IRS990/OtherSalariesAndWagesGrp/TotalAmt04440504
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt037191
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0363485
IRS990/PensionPlanContributionsGrp/TotalAmt0400676
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt037996
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043775
IRS990/PrincipalOfficerNm0SAU-LIM LANCE TSANG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0OPERATION OF OAKLAND UNITY MIDDLE SCHOOL (OUMS): A PUBLIC CHARTER SCHOOL SPONSORED BY THE ALAMEDA COUNTY OFFICE OF EDUCATION OFFERING EDUCATIONAL SERVICES TO STUDENTS IN GRADES 6 TO 8. OUMS IS A SCHOOL WHERE ALL STUDENTS ACQUIRE THE CORE SKILLS NECESSARY FOR ACADEMIC ACHIEVEMENT AND, ULTIMATELY, FOR SUCCESS IN TODAY'S GLOBAL, MULTICULTURAL AND MULTILINGUAL SOCIETY. OUMS PROVIDES A HIGH QUALITY COLLEGE PREPARATORY MIDDLE SCHOOL OPTION TO EAST OAKLAND FAMILIES WHOSE EDUCATIONAL PROGRAM AND STRUCTURED ENVIRONMENT WILL EFFECTIVELY PREPARE STUDENTS FOR SUCCESS IN RIGOROUS HIGH SCHOOL CLASSWORK.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02198097
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08630417
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02090680
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02564
IRS990/PYRevenuesLessExpensesAmt0949229
IRS990/PYSalariesCompEmpBnftPaidAmt05593072
IRS990/PYTotalExpensesAmt07683752
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08632981
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01837575
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03489814
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01443721
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05782
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0187815
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0193597
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08449224
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt041737
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0476056
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0517793
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-24061
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01317104
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RIGHT-OF-USE ASSET
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04621
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016704
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt021325
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01344104
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04575939
IRS990ScheduleD/OtherSecuritiesGrp/Desc0U.S. TREASURY BILLS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-24061
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010286799
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt052140
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01317104
IRS990ScheduleD/TotalBookValueSecuritiesAmt04575939
IRS990ScheduleD/TotalExpensesPerForm990Amt08449224
IRS990ScheduleD/TotalLiabilityAmt01344104
IRS990ScheduleD/TotalRevenuePerForm990Amt010286799
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010262738
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08449224
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE POLICY IS AVAILABLE ON THE SCHOOL'S WEBSITE AS WELL AS WITHIN THE SCHOOL'S CHARTER PETITION.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A TUITION-FREE PUBLIC CHARTER SCHOOL; THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE NOT APPLICABLE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2AS A PUBLIC CHARTER SCHOOL, THE ORGANIZATION RECEIVES GOVERNMENTAL FUNDING FROM THE U.S. AND CALIFORNIA DEPARTMENTS OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 IS PROVIDED TO MANAGEMENT AND DISBURSED TO THE BOARD MEMBERS FOR REVIEW AND COMMENT. MANAGEMENT WILL FINALIZE AFTER RECEIVING ANY INPUT OR FEEDBACK FROM THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT AND MEMBERS OF THE BOARD MUST ANNUALLY COMPLETE THE CA FORM 700 STATEMENT OF ECONOMIC INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD AT A PUBLIC MEETING AND DOCUMENTED IN A WRITTEN EMPLOYMENT AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05394762
IRS990/TotalAssetsEOYAmt09625487
IRS990/TotalAssetsGrp/BOYAmt05394762
IRS990/TotalAssetsGrp/EOYAmt09625487
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010173300
IRS990/TotalEmployeeCnt092
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0676521
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07772703
IRS990/TotalFunctionalExpensesGrp/TotalAmt08449224
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01670352
IRS990/TotalLiabilitiesEOYAmt04087562
IRS990/TotalLiabilitiesGrp/BOYAmt01670352
IRS990/TotalLiabilitiesGrp/EOYAmt04087562
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03724410
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05537925
IRS990/TotalOtherCompensationAmt071366
IRS990/TotalProgramServiceExpensesAmt07772703
IRS990/TotalReportableCompFromOrgAmt0450981
IRS990/TotalRevenueGrp/ExclusionAmt0113499
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010286799
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05394762
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09625487
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01142
IRS990/TravelGrp/ProgramServicesAmt069856
IRS990/TravelGrp/TotalAmt070998
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06038 BRANN STREET
IRS990/USAddress/CityNm0OAKLAND

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,625,487
Liabilities
$4,087,562
Net assets
$5,537,925
Revenue
$10,286,799
Expenses
$8,449,224
Net income
$1,837,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.96$4.06$5.90$9.85$9.45$0.40
2023Detailed filing. Detailed filing data is available for this year.$9.63$4.09$5.54$10.3$8.45$1.84
2023Summary only. Only limited summary data is available for this year.$9.63$4.09$5.54$10.3$8.45$1.84
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$1.67$3.72$8.63$7.68$0.95
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$1.11$2.78$8.28$7.50$0.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.71$2.00$8.04$7.57$0.47
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.97$1.45$6.13$8.93$2.80
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$10.5$4.25$7.38$7.32$0.06
2017Summary only. Only limited summary data is available for this year.$13.9$9.72$4.19$6.96$6.72$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$9.69$3.95$5.44$5.32$0.12
2015Detailed filing. Detailed filing data is available for this year.$12.6$8.72$3.84$3.27$3.28$0.02
2014Detailed filing. Detailed filing data is available for this year.$12.2$8.37$3.85$6.00$2.96$3.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$7.77$0.81$2.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$1.46$0.55$2.26
2011Summary only. Only limited summary data is available for this year.$0.75$0.27$0.48$2.38$2.42$0.04