Civic Intelligence

Oxford Educational Foundation

990 • Fiscal year 2016 • EIN 23-2774066

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 22, 2016

Organization ProfileOXFORDEDUCATIONALFOUNDATION.ORG
PO Box 142Oxford, PA 19363

(610) 932-7200

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

40th percentile

0.06x

Higher debt load relative to revenue than 40% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-129%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

16th percentile

-7.4%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$1,031,950

Down $82,911 (-7.4%) from 2015

Net Assets

Down

$1,027,803

Down $86,252 (-7.7%) from 2015

Liabilities

Up

$4,147

Up $3,341 (+415%) from 2015

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin3rd percentile

Revenue

Down

$66,640

Down $174,894 (-72%) from 2015

Expenses

Down

$152,892

Down $148,511 (-49%) from 2015

Net Income

Down

-$86,252

Down $26,383 (-44%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,378,165Liabilities 2012: $0Net Assets 2012: $1,378,1652012Assets 2013: $1,161,094Liabilities 2013: $0Net Assets 2013: $1,161,0942013Assets 2014: $1,189,993Liabilities 2014: $0Net Assets 2014: $1,189,9932014Assets 2015: $1,114,861Liabilities 2015: $806Net Assets 2015: $1,114,0552015Assets 2016: $1,031,950Liabilities 2016: $4,147Net Assets 2016: $1,027,8032016Assets 2017: $874,051Liabilities 2017: $3,736Net Assets 2017: $870,3152017Assets 2018: $762,628Liabilities 2018: $3,737Net Assets 2018: $758,8912018Assets 2019: $757,052Liabilities 2019: $1,576Net Assets 2019: $755,4762019Assets 2020: $747,143Liabilities 2020: $1,748Net Assets 2020: $745,3952020Assets 2021: $914,502Liabilities 2021: $1,300Net Assets 2021: $913,2022021Assets 2022: $1,007,855Liabilities 2022: $3,500Net Assets 2022: $1,004,3552022Assets 2023: $1,090,988Liabilities 2023: $2,500Net Assets 2023: $1,088,4882023Assets 2024: $1,224,971Liabilities 2024: $25,905Net Assets 2024: $1,199,0662024Assets 2025: $1,337,843Liabilities 2025: $3,500Net Assets 2025: $1,334,3432025

Highlighted filing

2016

Assets$1,031,950
Liabilities$4,147
Net Assets$1,027,803
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,096,154Expenses 2012: $38,470Net Income 2012: $1,057,6842012Revenue 2013: $79,390Expenses 2013: $328,303Net Income 2013: -$248,9132013Revenue 2014: $79,473Expenses 2014: $112,356Net Income 2014: -$32,8832014Revenue 2015: $241,534Expenses 2015: $301,403Net Income 2015: -$59,8692015Revenue 2016: $66,640Expenses 2016: $152,892Net Income 2016: -$86,2522016Revenue 2017: $155,283Expenses 2017: $312,770Net Income 2017: -$157,4872017Revenue 2018: $96,346Expenses 2018: $207,771Net Income 2018: -$111,4252018Revenue 2019: $132,115Expenses 2019: $135,530Net Income 2019: -$3,4152019Revenue 2020: $118,973Expenses 2020: $129,054Net Income 2020: -$10,0812020Revenue 2021: $279,976Expenses 2021: $112,169Net Income 2021: $167,8072021Revenue 2022: $263,717Expenses 2022: $172,564Net Income 2022: $91,1532022Revenue 2023: $281,791Expenses 2023: $197,658Net Income 2023: $84,1332023Revenue 2024: $354,546Expenses 2024: $243,968Net Income 2024: $110,5782024Revenue 2025: $349,829Expenses 2025: $214,552Net Income 2025: $135,2772025

Highlighted filing

2016

Revenue$66,640
Expenses$152,892
Net Income-$86,252
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 22, 2016
Return Version
2015v3.0
Gross Receipts
$66,640
Mission and Program Overview

Mission

Enhance the quality of education in the oxford area school district by providing a mentoring and tutoring program for the students and professional grants for the faculty that encourage the development of innovative programs.

Enhance the quality of education in the oxford area school district and contribute to the success of oxford students by generating financial support to maximize the use of community volunteers in the schools and to enrich curricular and co-curricular activities of the school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,043,674$922,516▼ $121,158
Cash and Non-Interest-Bearing Accounts$18,380$62,175▲ $43,795
Savings and Temporary Cash Investments$51,807$46,259▼ $5,548
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
Total Assets$1,114,861$1,031,950▼ $82,911
Liabilities
Accounts Payable and Accrued Expenses$806$4,147▲ $3,341
Total Liabilities$806$4,147▲ $3,341
Net Assets / Fund Balance
Temporarily Rstr Net Assets$569,548$495,854▼ $73,694
Permanently Rstr Net Assets$283,050$287,050▲ $4,000
Unrestricted Net Assets$261,457$244,899▼ $16,558
Total Net Assets Fund Balance$1,114,055$1,027,803▼ $86,252
Total Liabilities and Net Assets / Fund Balance$1,114,861$1,031,950▼ $82,911

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$443,461---$443,461
2014$416,956$19,000▲ $9,579-$443,461
2013$364,748$1,005▲ $53,131-$416,956
2012$332,485$1,000▲ $35,025$1,966$364,748
2011$277,369$51,050▲ $6,801$1,263$332,485
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Stephen RobertsPresident
Susan MelrathVice President
Barbara FasickDirector
Carolyn HessDirector
Etha McdowellDirector
Flossie PrewittDirector
Judi JefferisDirector
Phillip LeymanDirector
Ralph HartgroveDirector
Roberta McmanusDirector
Stephanie DemottDirector
Yamilet FernandezDirector
Zibby HarveyDirector
Valerie KegleySecretary
Pam MasonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$53,310
Program Service Revenue
$0
Investment Income
$13,330
Other Revenue
$0
All Other Contributions
$52,855
Change in Net Assets
$-86,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$99,350
Salaries, Compensation, and Employee Benefits$33,350
Other Expenses$20,192
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,350--$99,350
Other Salaries and Wages$30,450$0$0$30,450
Fees for Service Investment Mgmnt Fees$8,256$0$0$8,256
Office Expenses$0$5,267$0$5,267
Payroll Taxes$2,900$0$0$2,900
Insurance$0$2,533$0$2,533
Fees for Services Accounting$0$1,400$0$1,400
Conferences and Meetings$503$0$0$503
Travel$243$0$0$243
Other Expenses$60$90$0$150
Total Functional Expenses$142,374$10,518$0$152,892
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oxford Area School DistrictOxford, PA501(c)(3)Education$12,206
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
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
No
Other officer compensation reviewed
No
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 Educational Foundation
EIN
23-2774066
Phone
6109327200
Address
PO BOX 142, OXFORD, PA 19363

Signing Officer

Name
Stephen Roberts
Title
President
Phone
6109327200
Signed
2016-12-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Roberts
Formed
1994
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
28

Preparer

Firm
Umbreit Korengel & Associates Pc
Address
714 E BALTIMORE PIKE, KENNETT SQUARE, PA 19348-2430
Preparer
Timothy D Umbreit CPA
Phone
6104443222
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 is reviewed by finance committee members prior to filing.”

Pt VI, Line 12C

“President regularly makes inquiries to officers and directors of potential conflicts of interest.”

Pt VI, Line 19

“Governing documents, conflict of interest policy, and financial statements provided to public upon request.”

Pt XI

“Unrealized loss on investments”

Form 990EZ, Part II, Line 24

“Prepaid Expenses and Deferred Charges”

Form 990EZ, Part II, Line 26

“PAYROLL LIABILITIES”

Raw XML AppendixShowing 400 of 464 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0806
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04147
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ENHANCE THE QUALITY OF EDUCATION IN THE OXFORD AREA SCHOOL DISTRICT AND CONTRIBUTE TO THE SUCCESS OF OXFORD STUDENTS BY GENERATING FINANCIAL SUPPORT TO MAXIMIZE THE USE OF COMMUNITY VOLUNTEERS IN THE SCHOOLS AND TO ENRICH CURRICULAR AND CO-CURRICULAR ACTIVITIES OF THE SCHOOL DISTRICT.
IRS990/AllOtherContributionsAmt052855
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0STEPHEN ROBERTS
IRS990/BooksInCareOfDetail/PhoneNum06109327200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 142
IRS990/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019363
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt018380
IRS990/CashNonInterestBearingGrp/EOYAmt062175
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0503
IRS990/ConferencesMeetingsGrp/TotalAmt0503
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt053310
IRS990/CYGrantsAndSimilarPaidAmt099350
IRS990/CYInvestmentIncomeAmt013330
IRS990/CYOtherExpensesAmt020192
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-86252
IRS990/CYSalariesCompEmpBnftPaidAmt033350
IRS990/CYTotalExpensesAmt0152892
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt066640
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ENHANCE QUALITY OF EDUCATION IN THE OXFORD AREA SCHOOL DISTRICT BY PROVIDING FINANCIAL AND VOLUNTEER SUPPORT TO ENRICH CURRICULAR AND CO-CURRICULAR ACTIVITIES. PROVIDED MENTORING AND TUTORING SERVICES TO APPROXIMATELY 300 STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0142374
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01400
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt01400
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt08256
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08256
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN MELRATH
IRS990/Form990PartVIISectionAGrp/PersonNm2VALERIE KEGLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3PAM MASON
IRS990/Form990PartVIISectionAGrp/PersonNm4ETHA MCDOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm5JUDI JEFFERIS
IRS990/Form990PartVIISectionAGrp/PersonNm6PHILLIP LEYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7CAROLYN HESS
IRS990/Form990PartVIISectionAGrp/PersonNm8BARBARA FASICK
IRS990/Form990PartVIISectionAGrp/PersonNm9STEPHANIE DEMOTT
IRS990/Form990PartVIISectionAGrp/PersonNm10YAMILET FERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm11RALPH HARTGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERTA MCMANUS
IRS990/Form990PartVIISectionAGrp/PersonNm13FLOSSIE PREWITT
IRS990/Form990PartVIISectionAGrp/PersonNm14ZIBBY HARVEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt099350
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt099350
IRS990/GrantsToDomesticOrgsGrp/TotalAmt099350
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt066640
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02533
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt02533
IRS990/InvestmentIncomeGrp/ExclusionAmt013330
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013330
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01043674
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0922516
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0455
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ENHANCE THE QUALITY OF EDUCATION IN THE OXFORD
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01114055
IRS990/NetAssetsOrFundBalancesEOYAmt01027803
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05267
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt05267
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Telephone
IRS990/OtherExpensesGrp/Desc1Postage & Delivery
IRS990/OtherExpensesGrp/Desc2Charitable registration
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11228
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt290
IRS990/OtherExpensesGrp/ProgramServicesAmt0612
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt260
IRS990/OtherExpensesGrp/TotalAmt0612
IRS990/OtherExpensesGrp/TotalAmt11228
IRS990/OtherExpensesGrp/TotalAmt2150
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030450
IRS990/OtherSalariesAndWagesGrp/TotalAmt030450
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt02900
IRS990/PayrollTaxesGrp/TotalAmt02900
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0283050
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0287050
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/PrincipalOfficerNm0STEPHEN ROBERTS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0207411
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0254311
IRS990/PYInvestmentIncomeAmt034123
IRS990/PYOtherExpensesAmt015798
IRS990/PYRevenuesLessExpensesAmt0-59869
IRS990/PYSalariesCompEmpBnftPaidAmt031294
IRS990/PYTotalExpensesAmt0301403
IRS990/PYTotalRevenueAmt0241534
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-86252
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051807
IRS990/SavingsAndTempCashInvstGrp/EOYAmt046259
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0207041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045902
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt086942
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0436538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019637
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08808
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt086186
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83510
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.56560
IRS990ScheduleA/PublicSupportTotal170Amt0436538
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053310
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0207041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045902
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt086942
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0436538
IRS990ScheduleA/TotalSupportAmt0522724
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0443461
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0443461
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02074
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0416956
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt019000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0443461
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09579
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01928
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0364748
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01005
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0416956
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053131
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01796
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0332485
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0364748
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035025
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01966
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01472
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0277369
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt051050
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0332485
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06801
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01263
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt012206
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt061488
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0EQUIP/PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OXFORD AREA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0236005360
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0125 BELL TOWER LN
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OXFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019363
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROGRAMS ABOVE CURRICULUM. ALL PROGRAMS APPROVED BY SCHOOL DISTRICT.WRITTEN APPLICATIONS REQUIRED FOR SUBMISSION TO THE GRANT COMMITTEE. GRANT COMMITTEE REQUIRED TO SUBMIT FINAL REPORT AT THE END OF THE GRANT PERIOD DETAILING THE USE OF THE FUNDS AND FINAL OUTCOME ACHIEVED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY FINANCE COMMITTEE MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESIDENT REGULARLY MAKES INQUIRIES TO OFFICERS AND DIRECTORS OF POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS PROVIDED TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED LOSS ON INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prepaid Expenses and Deferred Charges
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAYROLL LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0569548
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0495854
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01114861
IRS990/TotalAssetsEOYAmt01031950
IRS990/TotalAssetsGrp/BOYAmt01114861
IRS990/TotalAssetsGrp/EOYAmt01031950
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,031,950
Liabilities
$4,147
Net assets
$1,027,803
Revenue
$66,640
Expenses
$152,892
Net income
-$86,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.33$0.35$0.21$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.03$1.20$0.35$0.24$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.28$0.20$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.00$0.26$0.17$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.28$0.11$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.12$0.13$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.13$0.14$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.10$0.21$0.11
2017Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$0.16$0.31$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.15$0.09
2015Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.24$0.30$0.06
2014Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.08$0.11$0.03
2013Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.08$0.33$0.25
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$1.10$0.04$1.06