Civic Intelligence

Oxford Academy Inc.

990 • Fiscal year 2017 • EIN 22-2809363

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 16, 2018

Organization Profilewww.oxfordacademy.net

View Organization Page

1393 Boston Post RoadWestbrook, CT 06498

(860) 399-6247

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

51st percentile

0.17x

Higher debt load relative to assets than 51% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.38x

Higher debt load relative to revenue than 67% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

28th percentile

-3.0%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

59th percentile

$140,692

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

34th percentile

-0.2%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-10%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$6,616,708

Down $14,986 (-0.2%) from 2016

Net Assets

Down

$5,513,675

Down $93,467 (-1.7%) from 2016

Liabilities

Up

$1,103,033

Up $78,481 (+7.7%) from 2016

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin28th percentile

Revenue

Down

$2,883,678

Down $325,501 (-10%) from 2016

Expenses

Down

$2,971,414

Down $118,615 (-3.8%) from 2016

Net Income

Down

-$87,736

Down $206,886 (-174%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $6,252,459Liabilities 2011: $357,618Net Assets 2011: $5,894,8412011Assets 2012: $6,328,950Liabilities 2012: $620,683Net Assets 2012: $5,708,2672012Assets 2013: $6,909,889Liabilities 2013: $1,516,330Net Assets 2013: $5,393,5592013Assets 2014: $6,260,447Liabilities 2014: $1,221,402Net Assets 2014: $5,039,0452014Assets 2015: $6,652,683Liabilities 2015: $1,174,363Net Assets 2015: $5,478,3202015Assets 2016: $6,631,694Liabilities 2016: $1,024,552Net Assets 2016: $5,607,1422016Assets 2017: $6,616,708Liabilities 2017: $1,103,033Net Assets 2017: $5,513,6752017Assets 2018: $7,004,520Liabilities 2018: $1,372,361Net Assets 2018: $5,632,1592018Assets 2019: $7,500,830Liabilities 2019: $1,580,493Net Assets 2019: $5,920,3372019Assets 2020: $7,968,633Liabilities 2020: $1,624,917Net Assets 2020: $6,343,7162020Assets 2021: $8,246,368Liabilities 2021: $1,366,294Net Assets 2021: $6,880,0742021Assets 2022: $7,978,274Liabilities 2022: $1,259,004Net Assets 2022: $6,719,2702022Assets 2023: $7,979,681Liabilities 2023: $1,437,171Net Assets 2023: $6,542,5102023Assets 2024: $7,998,544Liabilities 2024: $1,467,076Net Assets 2024: $6,531,4682024

Highlighted filing

2017

Assets$6,616,708
Liabilities$1,103,033
Net Assets$5,513,675
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,094,595Expenses 2011: $2,609,530Net Income 2011: -$514,9352011Expenses 2012: $2,447,4102012Expenses 2013: $2,510,0642013Revenue 2014: $2,382,774Expenses 2014: $2,743,458Net Income 2014: -$360,6842014Revenue 2015: $3,396,910Expenses 2015: $2,954,842Net Income 2015: $442,0682015Revenue 2016: $3,209,179Expenses 2016: $3,090,029Net Income 2016: $119,1502016Revenue 2017: $2,883,678Expenses 2017: $2,971,414Net Income 2017: -$87,7362017Revenue 2018: $2,886,458Expenses 2018: $2,759,563Net Income 2018: $126,8952018Revenue 2019: $3,346,777Expenses 2019: $3,072,773Net Income 2019: $274,0042019Revenue 2020: $3,340,300Expenses 2020: $2,927,631Net Income 2020: $412,6692020Revenue 2021: $3,759,844Expenses 2021: $3,289,064Net Income 2021: $470,7802021Revenue 2022: $3,479,875Expenses 2022: $3,532,737Net Income 2022: -$52,8622022Revenue 2023: $3,446,678Expenses 2023: $3,681,551Net Income 2023: -$234,8732023Revenue 2024: $4,015,794Expenses 2024: $4,155,335Net Income 2024: -$139,5412024

Highlighted filing

2017

Revenue$2,883,678
Expenses$2,971,414
Net Income-$87,736
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 16, 2018
Return Version
2016v3.0
Gross Receipts
$2,884,350
Mission and Program Overview

Mission

Within a culture of mutual trust and respect, where teachers and students are

The mission of Oxford Academy is to provide young men with a successful experience through one-to-one instruction, a structured boarding environment and a close, caring community of teachers and peers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,453,234$5,251,465▼ $201,769
Savings and Temporary Cash Investments$662,793$936,002▲ $273,209
Investments in Publicly Traded Securities$278,771$265,628▼ $13,143
Pledges and Grants Receivable$199,256$81,220▼ $118,036
Prepaid Expenses and Deferred Charges$14,950$43,408▲ $28,458
Accounts Receivable$18,239$32,284▲ $14,045
Inventories for Sale or Use$3,451$5,701▲ $2,250
Cash and Non-Interest-Bearing Accounts$1,000$1,000→ $0
Total Assets$6,631,694$6,616,708▼ $14,986
Liabilities
Deferred Revenue$539,154$588,594▲ $49,440
Mortgage Notes Payable Secured by Investment Property$418,048$386,078▼ $31,970
Accounts Payable and Accrued Expenses$67,350$128,361▲ $61,011
Total Liabilities$1,024,552$1,103,033▲ $78,481
Net Assets / Fund Balance
Unrestricted Net Assets$5,407,886$5,082,455▼ $325,431
Temporarily Rstr Net Assets$199,256$431,220▲ $231,964
Total Net Assets Fund Balance$5,607,142$5,513,675▼ $93,467
Total Liabilities and Net Assets / Fund Balance$6,631,694$6,616,708▼ $14,986

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,428,214$1,492,451$3,920,665
Leasehold Improvements$2,091,190$1,353,609$3,444,799
Equipment$170,586$467,799$638,385
Land$561,475-$561,475

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$278,771-▲ $796$13,939$265,628
2015$278,351-▲ $420-$278,771
2014$278,351---$278,351
2013$273,215-▲ $5,136-$278,351
2012$273,215---$273,215
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseOtherTotal
Lucas Van PraagTrustee$120,000$20,692$140,692
Steven YoungTrustee$110,124-$110,124

Board Members and Trustees

NameTitle
Richard ConnellPresident
Alex GlenTrustee
Ellen GreeleyTrustee
Jaemi PenningtonTrustee
Janet DickeyTrustee
Jeffrey PuglieseTrustee
John StoneTrustee
Joseph DatilloTrustee
Judith HargraveTrustee
Kristen PowerTrustee
Richard BrainerdTrustee
Donald R WormsChief Financial Officer
Phillip CocchiolaHead of School
Lawrence StaatMiddletown, CT
David Schwartz-leeperSecretary
William CochranTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Compass Group USAFood ServicePO Box 417632, Boston, MD 02241$195,676
Revenue and Support

Revenue Composition

Contributions and Grants
$290,232
Program Service Revenue
$2,564,157
Investment Income
$6,568
Other Revenue
$22,721
All Other Contributions
$290,232
Change in Net Assets
$-87,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,693,449
Other Expenses$1,045,465
Grants and Similar Amounts Paid$232,500
Total Fundraising Expense$96,476
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$919,796$148,309$48,778$1,116,883
Depreciation Depletion$225,391$36,342$11,953$273,686
Grants to Domestic Individuals$232,500--$232,500
Occupancy$188,004$30,314$9,970$228,288
Current Officers, Directors, Trustees, and Key Employees$0$228,007$0$228,007
Other Employee Benefits$153,689$62,879$8,150$224,718
Payroll Taxes$84,697$34,652$4,492$123,841
Office Expenses$56,667$9,137$10,163$75,967
Insurance$39,367$6,348$2,088$47,803
Travel$0$43,590$0$43,590
All Other Expenses$33,105$0$0$33,105
Interest$0$23,922$0$23,922
Fees for Services Accounting$0$18,003$0$18,003
Information Technology$13,745$2,216$729$16,690
Fees for Services Other$0$8,710$0$8,710
Other Expenses$2,875$464$153$3,492
Fees for Services Legal$0$1,100$0$1,100
Advertising$0$347$0$347
Total Functional Expenses$2,220,598$654,340$96,476$2,971,414
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
James Corthouts Family TrustFormer TrusteeMortgage held by trustNo$386,078
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Oxford Academy Inc
EIN
22-2809363
Phone
8603996247
Address
1393 Boston Post Road, Westbrook, CT 06498

Signing Officer

Name
Robin D Sogge
Title
Chief Financial Officer
Phone
8603996247
Signed
2018-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin D Sogge
Formed
1986
Legal Domicile
Ct
Voting Board Members
16
Independent Board Members
16
Employees
36
Volunteers
16

Preparer

Firm
O'CONNELL PACE & COMPANY PC
Address
609 FARMINGTON AVE STE 201, HARTFORD, CT 06105
Preparer
Mario Pace
Phone
8602473917
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Form 990 is reviewed by the Chief Financial Officer and Audit Committee prior to filing with IRS.”

Pt VI, Line 12C

“Each member of Board of Trustees and key employees are required to sumbit conflict of interest statements annually.”

Pt VI, Line 15A

“The compensation of officers and key employees is reviewed and approved annually by School's Trustees.”

Pt VI, Line 15B

“The compensation of officers and key employees is reviewed and approved annually by School's Trustees.”

Pt VI, Line 19

“The School's governing documents, conflict of interest policy and financial statements are available on request.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Middletown, CT
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IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
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IRS990/MissionDesc0The mission of Oxford Academy is
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc1Student activities
IRS990/OtherExpensesGrp/Desc2Instructional expenses
IRS990/OtherExpensesGrp/Desc3Vehicle expenses
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IRS990/OtherExpensesGrp/FundraisingAmt20
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IRS990/OtherExpensesGrp/ProgramServicesAmt15621
IRS990/OtherExpensesGrp/ProgramServicesAmt244392
IRS990/OtherExpensesGrp/ProgramServicesAmt32875
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IRS990/OtherExpensesGrp/TotalAmt15621
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,616,708
Liabilities
$1,103,033
Net assets
$5,513,675
Revenue
$2,883,678
Expenses
$2,971,414
Net income
-$87,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.00$1.47$6.53$4.02$4.16$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.98$1.44$6.54$3.45$3.68$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.98$1.26$6.72$3.48$3.53$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.25$1.37$6.88$3.76$3.29$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$1.62$6.34$3.34$2.93$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.50$1.58$5.92$3.35$3.07$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$1.37$5.63$2.89$2.76$0.13
2017Detailed filing. Detailed filing data is available for this year.$6.62$1.10$5.51$2.88$2.97$0.09
2016Detailed filing. Detailed filing data is available for this year.$6.63$1.02$5.61$3.21$3.09$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.65$1.17$5.48$3.40$2.95$0.44
2014Detailed filing. Detailed filing data is available for this year.$6.26$1.22$5.04$2.38$2.74$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$1.52$5.39$2.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$0.62$5.71$2.45
2011Summary only. Only limited summary data is available for this year.$6.25$0.36$5.89$2.09$2.61$0.51