Oakland Enrolls FY2024 filing

Oakland, CAUnknown exempt organizationSince 2017EIN 82-2763443Revenue $474K in FY2024

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.

75¢ of each $1 spent went to programs.
$144K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2024 · 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
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$144K
to officers and key staff · 23% of spending
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
7 mo
of spending, in cash
Looks good: 7.4 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
$426K
56% of total assets
Fine: liabilities are 56% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
4
of 5 voting members
Looks good: 4 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
$474K
-18% vs prior year
Spent
$633K
To programs
75%
Net assets
$331K
By yearFY2020–FY2026
Revenue
$474K
FY2024▼ -18%
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
$633K
FY2024▼ -4%
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
$331K
FY2024▼ -32%
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 FY2024 Form 990 (year ending June 2024) · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2026) →

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

75 cents of each dollar spent went to programs.

Program services 75% · $477K Management & general 23% · $147K Fundraising 1% · $9K

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

5 people listed on the 990; $144K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$144,326Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$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.

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Provided by the organization

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3 programs · $403K · in their own filed words · FY2023
01

Operations

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

$160Kprogram expense
02

Enrollment Tools

Vendor licensing and support fees for common application software and tools.

$149Kprogram expense
03

Advocacy and Outreach

Partnering with organizations across the community to collaborate on public education issues in Oakland. Staff, tools, marketing/advertising, and facilities/supplies to promote the program in partnership with community based organizations and participating schools.

$93Kprogram 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 FY2024 990, line by line.

1The main four
Money inPt VIII
$474K
Ln 12
Fees for servicesLn 2g$445K
Gifts and grantsLn 1h$24K
Investment incomeLn 3$5K
Money outPt IX
$633K
Ln 25
Programscol B$477K
Managementcol C$147K
Fundraisingcol D$9K
Owns and owesPt X
$331K
net assets · Ln 32
Cash and savingsLn 1–2$390K
Total assetsLn 16$758K
LiabilitiesLn 26$426K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$24K
Fees for servicesLn 2g$445K
Investment incomeLn 3$5K
Gains on assetsLn 7$0
Total revenueLn 12$474K
Assets in detailPt X, end of year
CashLn 1$95K
SavingsLn 2$295K
Cash and savings togetherLn 1–2$390K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$758K
LiabilitiesLn 26$426K
Net assetsLn 32$331K
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 FY24End FY24
Cash and savingsLn 1–2$338K$390K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$689K$758K
LiabilitiesLn 26$199K$426K
Net assetsLn 32$490K$331K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
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$163K$98K$57K$8K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$152K$132K$20K
Pension plan contributionsLn 8$3K$3K
Other employee benefitsLn 9$49K$38K$10K$482
Payroll taxesLn 10$26K$19K$6K$520
Management feesLn 11a$0
Legal feesLn 11b$64$64
Accounting feesLn 11c$29K$29K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$20K$13K$7K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$8K$5K$3K$225
Information technologyLn 14$167K$160K$6K$50
RoyaltiesLn 15$0
OccupancyLn 16$2K$2K
TravelLn 17$448$445$3
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$5K$3K$2K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$5K$5K
All other expensesLn 24e$0
Total functional expensesLn 25$633K$477K$147K$9K

Filing history

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

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $474,272 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $207,196$24,304
I-9 Program service revenuePrior year $367,795$445,417
I-10 Investment incomePrior year $2,549$4,551
I-11 Other revenue$0
I-12 Total revenuePrior year $577,540$474,272
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $431,776$392,197
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $224,549$240,841
I-18 Total expensesPrior year $656,325$633,038
I-19 Revenue less expensesPrior year −$78,785−$158,766
Part VI · Governance 4 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members4
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 $474,272 across 9 lines filed
VIII-1f All other contributions, gifts and grants$24,304
VIII-1h Total contributions, gifts and grants$24,304
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $445,417$445,417
VIII-3 Investment incomeExcluded from tax $4,551$4,551
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-12 Total revenueRelated to mission $445,417 · Excluded from tax $4,551$474,272
Part IX · Statement of functional expenses $633,038 across 30 lines filed
IX-1 Grants to domestic organizations$0
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 $97,793 · Management $57,045 · Fundraising $8,150$162,988
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $131,998 · Management $19,849$151,847
IX-8 Pension plan contributionsPrograms $2,700$2,700
IX-9 Other employee benefitsPrograms $38,334 · Management $9,890 · Fundraising $482$48,706
IX-10 Payroll taxesPrograms $19,207 · Management $6,229 · Fundraising $520$25,956
IX-11a Management fees$0
IX-11b Legal feesManagement $64$64
IX-11c Accounting feesManagement $28,955$28,955
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $13,058 · Management $6,650$19,708
IX-12 Advertising and promotionPrograms $4,781$4,781
IX-13 Office expensesPrograms $4,790 · Management $2,701 · Fundraising $225$7,716
IX-14 Information technologyPrograms $160,147 · Management $6,479 · Fundraising $50$166,676
IX-15 Royalties$0
IX-16 OccupancyManagement $2,149$2,149
IX-17 TravelPrograms $445 · Management $3$448
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $3,249 · Management $1,856$5,105
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $5,239$5,239
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $476,502 · Management $147,109 · Fundraising $9,427$633,038
Part X · Balance sheet $757,859 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $183,427$94,962
X-2 Savings and temporary cash investmentsStart of year $154,110$295,238
X-3 Pledges and grants receivableStart of year $191,696$100,000
X-4 Accounts receivable$235,706
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $159,526$31,953
X-10c Land, buildings and equipment, net$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 $688,759$757,859
X-17 Accounts payable and accrued expensesStart of year $35,151$46,129
X-19 Deferred revenueStart of year $163,421$380,309
X-26 Total liabilitiesStart of year $198,572$426,438
X-27 Net assets without donor restrictionsStart of year $298,491$231,421
X-28 Net assets with donor restrictionsStart of year $191,696$100,000
X-32 Total net assets or fund balancesStart of year $490,187$331,421
X-33 Total liabilities and net assetsStart of year $688,759$757,859
Part XI · Reconciliation of net assets $331,421 net assets at year end
XI-1 Total revenue$474,272
XI-2 Total expenses$633,038
XI-3 Revenue less expenses−$158,766
XI-4 Net assets at start of year$490,187
XI-10 Net assets at end of year$331,421

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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