Civic Intelligence

Oakland Enrolls

990 • Fiscal year 2021 • EIN 82-2763443

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

490 Lake Park Ave Unit 16201Oakland, CA 94610

(510) 454-9360

Siviq Scores

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

Liabilities / Assets

79th percentile

0.29x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

0.31x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

23rd percentile

-3.1%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

94th percentile

$146,255

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

20th percentile

-3.2%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-6.9%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$892,579

Down $29,701 (-3.2%) from 2020

Net Assets

Down

$633,436

Down $25,840 (-3.9%) from 2020

Liabilities

Down

$259,143

Down $3,861 (-1.5%) from 2020

Revenue

Down

$828,391

Down $61,852 (-6.9%) from 2020

Expenses

Down

$854,231

Down $1,710 (-0.2%) from 2020

Net Income

Down

-$25,840

Down $60,142 (-175%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2018: $348,984Liabilities 2018: $12,488Net Assets 2018: $336,4962018Assets 2019: $681,156Liabilities 2019: $56,182Net Assets 2019: $624,9742019Assets 2020: $922,280Liabilities 2020: $263,004Net Assets 2020: $659,2762020Assets 2021: $892,579Liabilities 2021: $259,143Net Assets 2021: $633,4362021Assets 2022: $665,583Liabilities 2022: $96,611Net Assets 2022: $568,9722022Assets 2023: $688,759Liabilities 2023: $198,572Net Assets 2023: $490,1872023Assets 2024: $757,859Liabilities 2024: $426,438Net Assets 2024: $331,4212024

Highlighted filing

2021

Assets$892,579
Liabilities$259,143
Net Assets$633,436

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2018: $463,465Expenses 2018: $126,969Net Income 2018: $336,4962018Revenue 2019: $961,552Expenses 2019: $798,074Net Income 2019: $163,4782019Revenue 2020: $890,243Expenses 2020: $855,941Net Income 2020: $34,3022020Revenue 2021: $828,391Expenses 2021: $854,231Net Income 2021: -$25,8402021Revenue 2022: $589,609Expenses 2022: $654,073Net Income 2022: -$64,4642022Revenue 2023: $577,540Expenses 2023: $656,325Net Income 2023: -$78,7852023Revenue 2024: $474,272Expenses 2024: $633,038Net Income 2024: -$158,7662024

Highlighted filing

2021

Revenue$828,391
Expenses$854,231
Net Income-$25,840
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$828,391
Mission and Program Overview

Mission

Oakland Enrolls is a non-profit organization committed to helping Oakland families choose the best Oakland public schools for their children, charter or district.

Oakland Enrolls is a California public benefit nonprofit organization created for charitable and educational purposes. Specially, Oakland Enrolls mission is to empower Oakland families to make informed choices about their public-school options. Accordingly, Oakland Enrolls activities focus on building awareness about public school options and the choice process throughout the Oakland community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$334,816$496,226▲ $161,410
Savings and Temporary Cash Investments$450,617$351,420▼ $99,197
Accounts Receivable$123,000$0▼ $123,000
Prepaid Expenses and Deferred Charges$10,849$44,933▲ $34,084
Land, Buildings, and Equipment, Net$2,998$0▼ $2,998
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$922,280$892,579▼ $29,701
Other Assets Total-$0-
Liabilities
Deferred Revenue$123,000$118,567▼ $4,433
Other Liabilities$100,158$100,158→ $0
Accounts Payable and Accrued Expenses$39,846$40,418▲ $572
Total Liabilities$263,004$259,143▼ $3,861
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$605,543$633,436▲ $27,893
Net Assets With Donor Restrictions$53,733--
Total Net Assets Fund Balance$659,276$633,436▼ $25,840
Total Liabilities and Net Assets / Fund Balance$922,280$892,579▼ $29,701
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa Gibes de GacCEO/Exec DirectorFT$128,842$17,413$146,255
Luis RodriguezFormer CEO/EDPT$121,130$5,958$127,088

Board Members and Trustees

NameTitle
David CastilloBoard Chair
Brandie AlbrughtBoard Member
Dorothy YoungSecretary
Akil HollisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$559,808
Program Service Revenue
$263,966
Investment Income
$864
Other Revenue
$3,753
All Other Contributions
$459,650
Change in Net Assets
$-25,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$459,787
Other Expenses$298,444
Grants and Similar Amounts Paid$90,000
Total Fundraising Expense$16,283
Professional Fundraising Fees$6,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$160,434$29,894$8,968$199,296
Other Salaries and Wages$183,135$6,627$89$189,851
Information Technology$117,499$98$79$117,676
Grants to Domestic Orgs$90,000--$90,000
Fees for Services Other$51,375$15,794-$67,169
Other Employee Benefits$31,680$2,949$249$34,878
Advertising$31,841--$31,841
Payroll Taxes$27,174$2,833$703$30,710
Fees for Services Accounting-$23,420-$23,420
Occupancy-$21,026-$21,026
Office Expenses$6,036$4,042-$10,078
Fees for Services Legal$3,775$5,774$166$9,715
Conferences and Meetings$2,920$6,002$29$8,951
Fees for Services Professional Fundraising--$6,000$6,000
Insurance-$5,498-$5,498
Pension Plan Contributions$4,746$306-$5,052
Other Expenses-$2,399-$2,399
Depreciation Depletion-$600-$600
Travel$19$52-$71
Total Functional Expenses$710,634$127,314$16,283$854,231
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oakland Public Education FundOakland, CA501c3Enrollment tools$90,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$6,000
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PPP Loan$100,158
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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
No
Other officer compensation reviewed
Yes
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

Final draft of Form 990 is presented to all Board members via email prior to filing.

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

Board enforces the policy approved in 2017.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Board reviewed comparable salaries as noted in meeting minutes.

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

The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Oakland Enrolls
EIN
82-2763443
Phone
5104549360
Address
490 Lake Park Ave Unit 16201, Oakland, CA 94610

Signing Officer

Name
Lisa Gibes de Gac
Title
CEO/Exec Director
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Gibes de Gac
Formed
2017
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
5
Volunteers
5

Preparer

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

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: MSDF Unified Enrollment; WCC Support OTHER PROGRAM SERVICES 5: FY20 Data Workgroup; New Site Development

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, 2021 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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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0306
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04746
IRS990/PensionPlanContributionsGrp/TotalAmt05052
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010849
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044933
IRS990/PrincipalOfficerNm0Lisa Gibes de Gac
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Community outreach
IRS990/ProgramServiceRevenueGrp/Desc1School participation fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024366
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1239600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024366
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1239600
IRS990/ProgSrvcAccomActy2Grp/Desc0MSDF Unified Enrollment; WCC Support
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0190705
IRS990/ProgSrvcAccomActy2Grp/GrantAmt090000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt065000
IRS990/ProgSrvcAccomActy3Grp/Desc0Outreach/Community: Staff, tools, marketing/advertising, and facilities/supplies to promote the program in partnership with community based organizations and participating schools.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0183244
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt036866
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0816250
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0395665
IRS990/PYOtherRevenueAmt01493
IRS990/PYProgramServiceRevenueAmt072500
IRS990/PYRevenuesLessExpensesAmt034302
IRS990/PYSalariesCompEmpBnftPaidAmt0460276
IRS990/PYTotalExpensesAmt0855941
IRS990/PYTotalRevenueAmt0890243
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-25840
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05400
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0450617
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0351420
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0559808
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0816250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0839178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0460000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02675236
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0864
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0864
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0461166
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03753
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01493
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0674
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0465
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06385
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt02483886
IRS990ScheduleA/SubstantialContributorsTotAmt0191350
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0559808
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0816250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0839178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0460000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02675236
IRS990ScheduleA/TotalSupportAmt02682485
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0100158
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP Loan
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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, 2021 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalLiabilityAmt0100158
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt090000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Enrollment tools
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Oakland Public Education Fund
IRS990ScheduleI/RecipientTable/RecipientEIN0432014630
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 71005
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Oakland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094612
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Organization verifies the charitable status of all 501c3 grant recipients and upon grant agreement disburses the funds. The Organization is active in overlapping areas of work and maintains ongoing awareness of grantee activity.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: MSDF Unified Enrollment; WCC Support OTHER PROGRAM SERVICES 5: FY20 Data Workgroup; New Site Development
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Final draft of Form 990 is presented to all Board members via email prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board enforces the policy approved in 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board reviewed comparable salaries as noted in meeting minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0922280
IRS990/TotalAssetsEOYAmt0892579
IRS990/TotalAssetsGrp/BOYAmt0922280
IRS990/TotalAssetsGrp/EOYAmt0892579
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0559808
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016283
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0127314
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0710634

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