Oakland Enrolls FY2021 filing

Oakland, CAUnknown exempt organizationSince 2017EIN 82-2763443Revenue $828K in FY2021

On file with the IRSoaklandenrolls.org490 Lake Park Ave Unit 16201 · Oakland, CA

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

83¢ of each $1 spent went to programs.
$250K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 7
filings with a surplus
Average deficit $89K a year · 16% of revenue · last 7 filings
Concern: a surplus in 1 of the last 7 filings.
Pt I · Ln 19 · 7 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$250K
to officers and key staff · 29% of spending
Worth a look: pay to officers and key staff is 29% of spending; over 20%.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 11.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $120K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$259K
29% of total assets
Looks good: liabilities are 29% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 5 voting members
Looks good: 3 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$828K
-7% vs prior year
Spent
$854K
To programs
83%
Net assets
$633K
By yearFY2020–FY2026
Revenue
$828K
FY2021▼ -7%
Tap a bar for its year
Revenue by fiscal year
FY2020$890K
FY2021$828K
FY2022$590K
FY2023$578K
FY2024$474K
FY2025$453K
FY2026$36K
Expenses
$854K
FY2021-0.2%
Tap a bar for its year
Expenses by fiscal year
FY2020$856K
FY2021$854K
FY2022$654K
FY2023$656K
FY2024$633K
FY2025$736K
FY2026$84K
Net assets
$633K
FY2021▼ -4%
Tap a bar for its year
Net assets by fiscal year
FY2020$659K
FY2021$633K
FY2022$569K
FY2023$490K
FY2024$331K
FY2025$48K
FY2026Not on file

From the FY2021 Form 990 (year ending June 2021) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $711K Management & general 15% · $127K Fundraising 2% · $16K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $250K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
CEO/Exec Dir
$128,842Pt VII · Sec A
Former CEO/Ed
$121,130Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2026FY2025FY2024FY2023FY2022FY2021
Lisa Gibes De Gac$150,294$144,924$144,326$135,517$107,715$128,842
Luis Rodriguez—————$121,130
Lucas Jackson—$120,157————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Oakland Enrolls executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps Oakland families understand and choose public schools.

Questions for Oakland Enrolls

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Provided by the organization

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3 programs · $588K · in their own filed words · FY2020
01

Operations

Staff and tools to provide over the phone support to families submitting and managing applications and using school research tools.

$214Kprogram expense
02

MSDF Unified Enrollment; WCC Support

$191Kprogram expense
03

Outreach/Community

Staff, tools, marketing/advertising, and facilities/supplies to promote the program in partnership with community based organizations and participating schools.

$183Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$120K
Grants paid · 1 grant · $90K · 2020–2020

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$828K
Ln 12
Gifts and grantsLn 1h$560K
Fees for servicesLn 2g$264K
Other incomeLn 4–11$4K
Money outPt IX
$854K
Ln 25
Programscol B$711K
Managementcol C$127K
Fundraisingcol D$16K
Owns and owesPt X
$633K
net assets · Ln 32
Cash and savingsLn 1–2$848K
Total assetsLn 16$893K
LiabilitiesLn 26$259K
PeoplePt VI, VII
6
listed · VII A
PaidVII A2
Voting boardVI 1a5
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$560K
Government grantsLn 1e$100K
Fees for servicesLn 2g$264K
Investment incomeLn 3$864
Other incomeLn 4–11$4K
Gains on assetsLn 7$0
Total revenueLn 12$828K
Assets in detailPt X, end of year
CashLn 1$496K
SavingsLn 2$351K
Cash and savings togetherLn 1–2$848K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$893K
LiabilitiesLn 26$259K
Net assetsLn 32$633K
OperationsPt I, VI
EmployeesI 53
VolunteersI 65
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$785K$848K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3K$0
Total assetsLn 16$922K$893K
LiabilitiesLn 26$263K$259K
Net assetsLn 32$659K$633K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$90K$90K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$199K$160K$30K$9K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$190K$183K$7K$89
Pension plan contributionsLn 8$5K$5K$306
Other employee benefitsLn 9$35K$32K$3K$249
Payroll taxesLn 10$31K$27K$3K$703
Management feesLn 11a$0
Legal feesLn 11b$10K$4K$6K$166
Accounting feesLn 11c$23K$23K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$6K$6K
Investment management feesLn 11f$0
Other fees for servicesLn 11g$67K$51K$16K
Advertising and promotionLn 12$32K$32K
Office expensesLn 13$10K$6K$4K
Information technologyLn 14$118K$117K$98$79
RoyaltiesLn 15$0
OccupancyLn 16$21K$21K
TravelLn 17$71$19$52
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$9K$3K$6K$29
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$600$600
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$2K$2K
All other expensesLn 24e$0
Total functional expensesLn 25$854K$711K$127K$16K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest $36K$84K−$48K 990 PDF
FY2025 $453K$736K−$283K$48K 990 PDF
FY2024 $474K$633K−$159K$331K 990 PDF
FY2023 $578K$656K−$79K$490K 990 PDF
FY2022 $590K$654K−$64K$569K 990 PDF
FY2021 Viewing $828K$854K−$26K$633K 990 PDF
FY2020 $890K$856K$34K$659K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $828,391 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $816,250$559,808
I-9 Program service revenuePrior year $72,500$263,966
I-10 Investment income$864
I-11 Other revenuePrior year $1,493$3,753
I-12 Total revenuePrior year $890,243$828,391
I-13 Grants and similar amounts paid$90,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $460,276$459,787
I-16a Professional fundraising fees$6,000
I-17 Other expensesPrior year $395,665$298,444
I-18 Total expensesPrior year $855,941$854,231
I-19 Revenue less expensesPrior year $34,302−$25,840
Part VI · Governance 3 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members3
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $828,391 across 11 lines filed
VIII-1e Government grants$100,158
VIII-1f All other contributions, gifts and grants$459,650
VIII-1h Total contributions, gifts and grants$559,808
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $263,966$263,966
VIII-3 Investment incomeExcluded from tax $864$864
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $3,753$3,753
VIII-12 Total revenueRelated to mission $263,966 · Excluded from tax $4,617$828,391
Part IX · Statement of functional expenses $854,231 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $90,000$90,000
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $160,434 · Management $29,894 · Fundraising $8,968$199,296
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $183,135 · Management $6,627 · Fundraising $89$189,851
IX-8 Pension plan contributionsPrograms $4,746 · Management $306$5,052
IX-9 Other employee benefitsPrograms $31,680 · Management $2,949 · Fundraising $249$34,878
IX-10 Payroll taxesPrograms $27,174 · Management $2,833 · Fundraising $703$30,710
IX-11a Management fees$0
IX-11b Legal feesPrograms $3,775 · Management $5,774 · Fundraising $166$9,715
IX-11c Accounting feesManagement $23,420$23,420
IX-11d Lobbying fees$0
IX-11e Professional fundraising feesFundraising $6,000$6,000
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $51,375 · Management $15,794$67,169
IX-12 Advertising and promotionPrograms $31,841$31,841
IX-13 Office expensesPrograms $6,036 · Management $4,042$10,078
IX-14 Information technologyPrograms $117,499 · Management $98 · Fundraising $79$117,676
IX-15 Royalties$0
IX-16 OccupancyManagement $21,026$21,026
IX-17 TravelPrograms $19 · Management $52$71
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $2,920 · Management $6,002 · Fundraising $29$8,951
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $600$600
IX-23 InsuranceManagement $5,498$5,498
IX-24 Other expenses (24a–d)Management $2,399$2,399
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $710,634 · Management $127,314 · Fundraising $16,283$854,231
Part X · Balance sheet $892,579 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $334,816$496,226
X-2 Savings and temporary cash investmentsStart of year $450,617$351,420
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $123,000$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $10,849$44,933
X-10c Land, buildings and equipment, netStart of year $2,998$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $922,280$892,579
X-17 Accounts payable and accrued expensesStart of year $39,846$40,418
X-19 Deferred revenueStart of year $123,000$118,567
X-25 Other liabilitiesStart of year $100,158$100,158
X-26 Total liabilitiesStart of year $263,004$259,143
X-27 Net assets without donor restrictionsStart of year $605,543$633,436
X-32 Total net assets or fund balancesStart of year $659,276$633,436
X-33 Total liabilities and net assetsStart of year $922,280$892,579
Part XI · Reconciliation of net assets $633,436 net assets at year end
XI-1 Total revenue$828,391
XI-2 Total expenses$854,231
XI-3 Revenue less expenses−$25,840
XI-4 Net assets at start of year$659,276
XI-10 Net assets at end of year$633,436

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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