OAKLAND SCHOOL EDUCATION FOUNDATION

EIN: 383533533 501(c)(3) Education

Waterford, MI

Total Revenue
$218,187
Total Expenses
$201,395
Total Assets
$480,747
Net Assets
$457,986
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
MI
Principal Officer
John Landis
Phone
2482092000
Tax Period
2023-07-01 to 2024-06-30

OAKLAND SCHOOL EDUCATION FOUNDATION, founded in 1999, is a small nonprofit in the Education sector that reported $218K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $201K left a modest 8% surplus.

Mission

We maximize innovative learning opportunities to prepare Oakland Schools' students for personal and professional success. Our vision is to be a fully sustainable, high performing non-profit organization that is widely recognized as a champion for public education and works in collaboration with Oakland Schools to support core educational programs.We grow students' potential in our community by supporting Oakland Schools and the programs they prioritize. We serve as connectors between business and community leaders and Oakland Schools and raise funds to support Oakland Schools educational programs. We make Oakland Schools aware of the changing needs of businesses and the community.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $215,931
Program Service Revenue $0
Investment Income $4,575
Other Revenue $-2,319
TOTAL REVENUE $218,187

Expense Breakdown

Grants Paid $42,364
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $72,345
Other Expenses $159,031
TOTAL EXPENSES $201,395

Year-over-Year Comparison

2023 2022 Change
Revenue $218,187 $283,303 -0.2%
Expenses $201,395 $238,890 -0.2%
Net Income $16,792 $44,413 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
18
Employees
N/A
Volunteers
30

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Wanda Cook-Robinson Vice President, Administrative Services 2
Director
$0 $0 $0
Kevin Downey Trustee 1
Director
$0 $0 $0
Barbara DeMarco Trustee 1
Director
$0 $0 $0
Katherine Banicki Trustee 1
Director
$0 $0 $0
Gary Gabel Trustee 1
Director
$0 $0 $0
Ken Johnson Trustee 1
Director
$0 $0 $0
Sean Carlson Trustee 1
Director
$0 $0 $0
Anne Young Trustee 1
Director
$0 $0 $0
Marla Feldman Trustee 1
Director
$0 $0 $0
Joe Bamberger Trustee 1
Director
$0 $0 $0
Susie Hovsepian Trustee 1
Director
$0 $0 $0
Klementina Sula Trustee 1
Director
$0 $0 $0
Josh Bitterman Trustee 1
Director
$0 $0 $0
Brian O'Keefe Trustee 1
Director
$0 $0 $0
Kevin Sendi Trustee 1
Director
$0 $0 $0
Marina Schloff Trustee 1
Director
$0 $0 $0
Nicole Lewis Trustee 1
Director
$0 $0 $0
John Landis President 1
Officer
$0 $0 $0
Jeff Sakwa Vice President, Development 1
Officer
$0 $0 $0
George Ehlert Secretary 1
Officer
$0 $0 $0
Jim Fleck Treasurer 1
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $218,187 $201,395 $480,747 $16,792
2024 $218,187 $201,395 $480,747 $16,792
2023 $283,303 $238,890 $450,185 $44,413
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