Nonprofit · EIN 38-3533533
OAKLAND SCHOOL EDUCATION FOUNDATION
Tax-exempt · WATERFORD, MI 48328
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $227,569 | $94,720 | $132,849 | $598,101 | $7,266 | $590,835 |
| June 30, 2024 | 990 (amended) | $218,187 | $201,395 | $16,792 | $480,747 | $22,761 | $457,986 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $212,389
- Program service revenue
- $0
- Investment income
- $15,180
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $40,655
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,400
- Occupancy
- $3,149
- Program services (functional)
- $64,839
- Management and general (functional)
- $29,881
Balance sheet and other
- Total assets, start of year
- $480,747
- Total assets, end of year
- $598,101
- Total liabilities, end of year
- $7,266
- Net assets, end of year
- $590,835
- Net assets without donor restrictions
- $235,250
- Net assets with donor restrictions
- $355,585
- Gross receipts
- $227,569
- Employees
- 0
- Volunteers
- 30
- Year formed
- 1999
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kenneth Gutman | Vice President, Administrative Services Trustee or director | 2 | $0 |
| Barbara DeMarco | Trustee Trustee or director | 1 | $0 |
| Katherine Banicki | Trustee Trustee or director | 1 | $0 |
| Gary Gabel | Trustee Trustee or director | 1 | $0 |
| Ken Johnson | Trustee Trustee or director | 1 | $0 |
| Sean Carlson | Trustee Trustee or director | 1 | $0 |
| Anne Young | Trustee Trustee or director | 1 | $0 |
| Marla Feldman | Trustee Trustee or director | 1 | $0 |
| Joe Bamberger | Trustee Trustee or director | 1 | $0 |
| Susie Hovsepian | Trustee Trustee or director | 1 | $0 |
| Klementina Sula | Trustee Trustee or director | 1 | $0 |
| Josh Bitterman | Trustee Trustee or director | 1 | $0 |
| Brian O'Keefe | Trustee Trustee or director | 1 | $0 |
| Kevin Sendi | Trustee Trustee or director | 1 | $0 |
| Marina Schloff | Trustee Trustee or director | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nicole Lewis | Trustee Trustee or director | 1 | $0 |
| John Landis | President Trustee or director | 2 | $0 |
| Jeff Sakwa | Vice President, Development Trustee or director | 2 | $0 |
| George Ehlert | Secretary Trustee or director | 2 | $0 |
| Jim Fleck | Treasurer Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wanda Cook-Robinson | Vice President, Administrative Services Trustee or director | 2 | $0 |
| Kevin Downey | Trustee Trustee or director | 1 | $0 |
| Barbara DeMarco | Trustee Trustee or director | 1 | $0 |
| Katherine Banicki | Trustee Trustee or director | 1 | $0 |
| Gary Gabel | Trustee Trustee or director | 1 | $0 |
| Ken Johnson | Trustee Trustee or director | 1 | $0 |
| Sean Carlson | Trustee Trustee or director | 1 | $0 |
| Anne Young | Trustee Trustee or director | 1 | $0 |
| Marla Feldman | Trustee Trustee or director | 1 | $0 |
| Joe Bamberger | Trustee Trustee or director | 1 | $0 |
| Susie Hovsepian | Trustee Trustee or director | 1 | $0 |
| Klementina Sula | Trustee Trustee or director | 1 | $0 |
| Josh Bitterman | Trustee Trustee or director | 1 | $0 |
| Brian O'Keefe | Trustee Trustee or director | 1 | $0 |
| Kevin Sendi | Trustee Trustee or director | 1 | $0 |
| Marina Schloff | Trustee Trustee or director | 1 | $0 |
| Nicole Lewis | Trustee Trustee or director | 1 | $0 |
| John Landis | President Officer | 1 | $0 |
| Jeff Sakwa | Vice President, Development Officer | 1 | $0 |
| George Ehlert | Secretary Officer | 1 | $0 |
| Jim Fleck | Treasurer Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2111 PONTIAC LAKE RD, WATERFORD, MI 48328-2736
- Principal officer (990 for 2024)
- Joe Bamberger, 2111 Pontiac Lake Road, Waterford, MI 48328
- Signed the 990
- Joe Bamberger, President
- Phone
- (248) 209-2000
- Website
- www.osedfoundation.org
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.
Program accomplishments
- Tomorrow's Talent Today Scholarships (TTT): Payments to various colleges/universities were made on behalf of the students that were awarded the OSEF TTT Scholarships. Purchased a computer for a student in lieu of the university receiving all of the funds. Scholarship recipients must have attended one of the Oakland Schools Tech Campuses & have completed a competitive scholarship application. A total of 20 scholarships were awarded in FY24 ranging from $500 - $5,000.Expenses $25,854 · grants $25,000 · revenue $11,350
- Outstanding Teacher of the Year Program - Award to four teachers within Oakland County who meet criteria, are nominated and chosen through a selection process to highlight outstanding teacher performance through celebration and award program.Expenses $18,956 · grants $8,000 · revenue $26,185
- Spelling Bee: The Oakland County Spelling Bee has been open to Oakland County students in the fifth-through eighth grade since 1998, always boasting a high participation rate. More than 90 students each year qualify by winning their local school spelling bee. The previous sponsor of the Spelling Bee is now unable to continue their support, so the Foundation decided to support the event for the County. The National Spelling Bee was first started in 1925 when nine newspapers joined together to host a spelling bee for the purpose of helping students improve their spelling, increase their vocabularies, learn concepts, and develop correct English usage that will help them throughout their lives. Ninety years later, their literacy effort reaches 11 million students every year. Funds were awarded to the winner to reimburse expenses for airfare, lodging and meals. Additional expenses were incurred, including Scripps Spelling Bee partnership fee, event rental and supplies.Expenses $10,050 · grants $1,050 · revenue $12,056
- Superintendent's Initiative: This program is used by the Oakland Schools Superintendent to support teachers and staff within Oakland County. Expenses this year included staff and teacher appreciation gifts/meals.Expenses $3,136
- Bonnie Crowson Scholarships - These funds are designated provide scholarships to students at the Oakland Schools Technical Campus. This year 2 $1,000 scholarships were distributed.Expenses $2,000 · grants $2,000 · revenue $30,000
- Oakland County Support Staff Award: $1,500 awarded to 3 recipients ($500 awards to each) for the Support Staff Award. This award honors nominees from the 4 quadrants of the county that provide excellent support services within a school district. Additional costs for printing and supplies was incurred.Expenses $1,736 · grants $1,500 · revenue $2,130
- Robotics/OCCRA - Funds awarded to Oakland Schools for the Oakland County Competitive Robotics Association, which is a local association formed to increase the number of students involved in competitive robotics.Expenses $1,500 · grants $1,500 · revenue $2,557
- Zatkoff STEMi and STEMco Grant: Awarded to Oakland Schools for equipment and teaching materials to support the STEMi. The STEMi is a traveling mobile lab - classroom on a semi-truck which is equipped with scalable high-tech equipment to support engineering practices, cross-cutting concepts, and MI Talent Architecture core employability skills. The STEMi lab is driven to 28 local school districts, at no cost, for one week at a time, so students have access for hands-on STEM education. A typical visit to a district can provide approximately 18 student learning hours to 500 students and nine educator learning hours.Expenses $1,207 · grants $1,207
- Apprenticeship - Funds awarded to LiUNA Local 1076 for membership fees for 2 senior students MI Laborer's Training & Apprenticeship Program.Expenses $400 · grants $400 · revenue $2,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-3533533
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B112)
- Assets (IRS master file)
- $598,101
- Income (IRS master file)
- $227,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $227,569 | $94,720 | $598,101 | IRS |
| 990 | June 2024 | $218,187 | $201,395 | $480,747 | XML |
| 990 | June 2023 | $283,303 | $238,890 | $450,185 | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3533533).
Questions about OAKLAND SCHOOL EDUCATION FOUNDATION
- What is the EIN of OAKLAND SCHOOL EDUCATION FOUNDATION?
- The employer identification number (EIN) of OAKLAND SCHOOL EDUCATION FOUNDATION is 38-3533533.
- Is OAKLAND SCHOOL EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to OAKLAND SCHOOL EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKLAND SCHOOL EDUCATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OAKLAND SCHOOL EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKLAND SCHOOL EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OAKLAND SCHOOL EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 names Joe Bamberger.
- Who are the officers and directors of OAKLAND SCHOOL EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does OAKLAND SCHOOL EDUCATION FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $227,569, expenses of $94,720 and total assets of $598,101 at year end.
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