THE OAKLAND PUBLIC EDUCATION FUND (EIN 432014630) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

ALEXANDRIA MEDINA

Phone

5102216968

Tax Period

2023-07-01 to 2024-06-30

THE OAKLAND PUBLIC EDUCATION FUND, founded in 2003, is a mid-sized nonprofit in the Education sector that reported $21.8M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $25.0M exceeded revenue, resulting in a 15% operating deficit.

Mission

SECURE AND MANAGE RESOURCES FOR OAKLAND PUBLIC SCHOOLS SO ALL STUDENTS CAN LEARN, GROW, AND THRIVE.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $15,798,217

Program Service Revenue $5,659,821

Investment Income $264,749

Other Revenue $79,644

TOTAL REVENUE $21,802,431

Expense Breakdown

Grants Paid $9,970,448

Salaries & Benefits $7,237,289

Fundraising Expenses $43,587

Program Expenses $21,065,294

Other Expenses $7,795,910

TOTAL EXPENSES $25,003,647

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,802,431	$25,528,569	-0.1%
Expenses	$25,003,647	$28,680,913	-0.1%
Net Income	$-3,201,216	$-3,152,344	+0.0%

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

207

Volunteers

2661

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

$429,583

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARJORIE GOUX	CHAIR	1.00	Officer Director	$0	$0	$0
LORAINE BINION-HARDY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN PALMER	SECRETARY	1.00	Officer Director	$0	$0	$0
WILBUR HOBBS JR	TREASURER	1.00	Officer Director	$0	$0	$0
LANDON BAINES	DIRECTOR	1.00	Director	$0	$0	$0
HELEN BULWIK	DIRECTOR	1.00	Director	$0	$0	$0
RUPA CHANDRA GUPTA	DIRECTOR	1.00	Director	$0	$0	$0
CARI JACOBS-CROVETTO	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
TRAVIS KAUZER	DIRECTOR	1.00	Director	$0	$0	$0
THAIS REZENDE	DIRECTOR THROUGH 9/2023	1.00	Director	$0	$0	$0
DAWN TAKETA RIORDAN	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY WOOD	DIRECTOR	1.00	Director	$0	$0	$0
REYNOLD SAMORANOS	FRACTIONAL CFO	25.00	Officer	$237,086	$0	$237,086
ALEXANDRIA MEDINA	CHIEF EXECUTIVE OFFICER	40.00	Officer	$184,930	$7,567	$192,497
LUCRETIA COTTON	CONTROLLER	40.00	Highest	$159,470	$14,812	$174,282
PATRICK MESSAC	PROJECT MANAGER, #OAKLANDUNDIVIDED	40.00	Highest	$151,377	$6,682	$158,059
ALLYSON DELA CRUZ	DIRECTOR OF DEVELOPMENT	40.00	Highest	$143,470	$5,744	$149,214
CINTHIA DIAZ	DIR OF COMM IMPACT, #OAKLANDUNDIVIDED	40.00	Highest	$125,715	$5,956	$131,671
PRIYA JAGANNATHAN	DIR, OAKLAND STARTING SMART & STRONG	40.00	Highest	$125,927	$0	$125,927

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	$21,802,431	$25,003,647	$27,089,178	$-3,201,216
2023	$25,528,569	$28,680,913	$29,779,873	$-3,152,344
2022	$29,139,835	$25,484,490	$32,223,402	$3,655,345
2021	$28,210,005	$31,957,576	$29,835,630	$-3,747,571
2020	$34,420,175	$25,233,366	$33,409,347	$9,186,809
2019	$29,092,740	$25,733,899	$25,670,292	$3,358,841
2018	$30,298,927	$24,863,389	$27,531,323	$5,435,538

THE OAKLAND PUBLIC EDUCATION FUND