Civic Intelligence

Oxford Charity and Adoption Foundation Inc

EIN 20-0159592 • Naples, FL

4309 Crayton RoadNaples, FL 34103
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

94th percentile

118%

Faster asset growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$465,665

Up $251,869 (+118%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$465,665

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin96th percentile

Revenue

Up

$278,336

Up $304,618 (+1159%) from 2023

Expenses

Up

$28,837

Up $23,377 (+428%) from 2023

Net Income

Up

$249,499

Up $281,241 (+886%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $510,191Liabilities 2011: $02011Assets 2012: $542,710Liabilities 2012: $02012Assets 2013: $538,396Liabilities 2013: $02013Assets 2014: $544,939Liabilities 2014: $02014Assets 2015: $553,741Liabilities 2015: $02015Assets 2019: $234,145Liabilities 2019: $0Net Assets 2019: $234,1452019Assets 2020: $243,128Liabilities 2020: $1Net Assets 2020: $243,1272020Assets 2021: $226,199Liabilities 2021: $0Net Assets 2021: $226,1992021Assets 2022: $198,606Liabilities 2022: $0Net Assets 2022: $198,6062022Assets 2023: $213,796Liabilities 2023: $12023Assets 2024: $465,665Liabilities 2024: $0Net Assets 2024: $465,6652024

Highlighted filing

2024

Assets$465,665
Liabilities$0
Net Assets$465,665
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $33,338Expenses 2011: $25,087Net Income 2011: $8,2512011Revenue 2012: $38,855Expenses 2012: $21,512Net Income 2012: $17,3432012Revenue 2013: $16,509Expenses 2013: $20,823Net Income 2013: -$4,3142013Revenue 2014: $17,254Expenses 2014: $9,871Net Income 2014: $7,3832014Revenue 2015: $14,551Expenses 2015: $5,749Net Income 2015: $8,8022015Revenue 2019: $20,057Expenses 2019: $53,342Net Income 2019: -$33,2852019Revenue 2020: $49,643Expenses 2020: $40,661Net Income 2020: $8,9822020Revenue 2021: $9,118Expenses 2021: $25,777Net Income 2021: -$16,6592021Revenue 2022: $15,139Expenses 2022: $4,731Net Income 2022: $10,4082022Revenue 2023: -$26,282Expenses 2023: $5,460Net Income 2023: -$31,7422023Revenue 2024: $278,336Expenses 2024: $28,837Net Income 2024: $249,4992024

Highlighted filing

2024

Revenue$278,336
Expenses$28,837
Net Income$249,499
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$465,665
Liabilities
$0
Net assets
$465,665
Revenue
$278,336
Expenses
$28,837
Net income
$249,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$2.78$0.29$2.49
2023Summary only. Only limited summary data is available for this year.$2.14$0.00$0.26$0.05$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.15$0.05$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.09$0.26$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.50$0.41$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.20$0.53$0.33
2015Summary only. Only limited summary data is available for this year.$5.54$0.00$0.15$0.06$0.09
2014Summary only. Only limited summary data is available for this year.$5.45$0.00$0.17$0.10$0.07
2013Summary only. Only limited summary data is available for this year.$5.38$0.00$0.17$0.21$0.04
2012Summary only. Only limited summary data is available for this year.$5.43$0.00$0.39$0.22$0.17
2011Summary only. Only limited summary data is available for this year.$5.10$0.00$0.33$0.25$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Murray R WisePres/Director-$0--
Valerie G WiseVP/Director-$0--
Jamie L KnightSec/Treasurer-$0--
Nancy D McpeakDirector-$0--
Debbie KleinDirector-$0--
Alex AndersonDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Music ProgramPCNaples, FL, US$23,902
Filing and Contact Details

Filer

Filer Name
Oxford Charity and Adoption
EIN
20-0159592
Phone
2394306240
Address
4309 Crayton Road, Naples, FL 34103

Signing Officer

Name
Murray R Wise
Title
Pres/Director
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Professional Advisory Group
Address
13240 EVENING CREEK DR S STE 312, SAN DIEGO, CA 92128
Preparer
Jerry C Dressel
Phone
8583357555
Raw XML Appendix283 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Murray R Wise
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Valerie G Wise
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jamie L Knight
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Alex Anderson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Sec/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39566 Gulfshore Dr PH4
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02394306240
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The foundation has funded loans to various unrelated individuals and families to assist them with the costs of adopting children from overseas countries. 3 new loans were funded in 2019 at 5,000 each.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Foundation has made contributions to other non profit organizations for beneficial purposes.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Applicable request form will be sent to applicants upon request.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Murray R Wise
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02394306240
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04309 Crayton Road
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Naples
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034103
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Loans and grants are only for individuals adopting children from overseas countries.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No deadlines
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Murray R Wise
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt023902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Music Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0North Naples Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06000 Goodlette - Frank Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034109
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023902
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031173
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031173
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt087495
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03136
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020205
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037130
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023963
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023963
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0118668
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt094705
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt026475
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Adoption Loans
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt018462
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Adoption Loan interest
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0408
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt03661
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04068
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Accounting Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0407
TaxesSchedule/TaxesDetail/Amt0727
TaxesSchedule/TaxesDetail/Amt179
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Withheld on Dividends
TaxesSchedule/TaxesDetail/CategoryTxt1Tax on investment Income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0727
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt179
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Murray R Wise
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres/Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oxford Charity and Adoption
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0OXFO
ReturnHeader/Filer/EIN0200159592
ReturnHeader/Filer/PhoneNum02394306240
ReturnHeader/Filer/USAddress/AddressLine1Txt04309 Crayton Road
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562602228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROFESSIONAL ADVISORY GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013240 EVENING CREEK DR S STE 312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092128
ReturnHeader/PreparerPersonGrp/PhoneNum08583357555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry C Dressel
ReturnHeader/ReturnTs02025-05-06T10:41:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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