Civic Intelligence

Oxford Educational Foundation

990 • Fiscal year 2018 • EIN 23-2774066

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2018

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

53rd percentile

0.04x

Higher debt load relative to revenue than 53% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

3rd percentile

-116%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$762,628

Down $111,423 (-13%) from 2017

Net Assets

Down

$758,891

Down $111,424 (-13%) from 2017

Liabilities

Up

$3,737

Up $1 (+0.0%) from 2017

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin3rd percentile

Revenue

Down

$96,346

Down $58,937 (-38%) from 2017

Expenses

Down

$207,771

Down $104,999 (-34%) from 2017

Net Income

Up

-$111,425

Up $46,062 (+29%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2018

Assets$762,628
Liabilities$3,737
Net Assets$758,891
Open 2018 Filing

Operations Trend

Revenue Growth8th 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

2018

Revenue$96,346
Expenses$207,771
Net Income-$111,425
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$96,346
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$753,248$710,900▼ $42,348
Savings and Temporary Cash Investments$80,142$33,393▼ $46,749
Cash and Non-Interest-Bearing Accounts$39,661$17,335▼ $22,326
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
Total Assets$874,051$762,628▼ $111,423
Liabilities
Accounts Payable and Accrued Expenses$3,736$3,737▲ $1
Total Liabilities$3,736$3,737▲ $1
Net Assets / Fund Balance
Permanently Rstr Net Assets$517,253$563,327▲ $46,074
Temporarily Rstr Net Assets$279,405$149,043▼ $130,362
Unrestricted Net Assets$73,657$46,521▼ $27,136
Total Net Assets Fund Balance$870,315$758,891▼ $111,424
Total Liabilities and Net Assets / Fund Balance$874,051$762,628▼ $111,423

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$524,665$13,340▲ $29,042-$563,327
2016$446,360$33,391▲ $47,041-$524,665
2015$443,461$1,000▲ $5,152-$446,360
2014$416,956$19,000▲ $9,579-$443,461
2013$364,748$1,005▲ $53,131-$416,956
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Stephen RobertsPresident
Barbara FasickDirector
Carolyn HessDirector
Finn WarrenDirector
Jamie RozichDirector
Judi JefferisDirector
Phillip LeymanDirector
Ralph HartgroveDirector
Shylene JacksonDirector
Stephanie DemottDirector
Susan MelrathDirector
Yamilet FernandezDirector
Roberta McmanusSecretary
Pam MasonTreasurer
Etha McdowellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$62,331
Program Service Revenue
$0
Investment Income
$34,015
Other Revenue
$0
All Other Contributions
$61,941
Change in Net Assets
$-111,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,033
Salaries, Compensation, and Employee Benefits$36,688
Other Expenses$21,050
Total Fundraising Expense$1,185
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$130,033--$130,033
Current Officers, Directors, Trustees, and Key Employees$22,283--$22,283
Grants to Domestic Individuals$20,000--$20,000
Other Salaries and Wages$11,000--$11,000
Fees for Service Investment Mgmnt Fees-$8,720-$8,720
Payroll Taxes$3,405--$3,405
Insurance-$3,374-$3,374
Office Expenses-$2,204-$2,204
Fees for Services Accounting-$1,800-$1,800
Conferences and Meetings$665--$665
Other Expenses$619$2,393$1,185$619
Travel$90--$90
Total Functional Expenses$188,095$18,491$1,185$207,771
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oxford Area School DistrictOxford, PA501c3Education$6,000
Cecil CollegeElkton, MD-Education-
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The members have no power or authority or voting rights with respect to management and operation of the foundation or with respect to fundamental changes in the foundation but do elect directors.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the president and submitted to the ways and means committee.”

Form 990, Page 6, Part VI, Line 12C

“Officers and board members are required to disclose annually potential conflicts of interest. Compliance with policy is monitored by the board.”

Form 990, Page 6, Part VI, Line 19

“Documents available to the public upon request”

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
2018-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Roberts
Formed
1994
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
100

Preparer

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

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Raw XML AppendixShowing 400 of 448 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03736
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03737
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ENHANCE 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.
IRS990/AllOtherContributionsAmt061941
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0PAM MASON
IRS990/BooksInCareOfDetail/PhoneNum06109325637
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 142
IRS990/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019363
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt039661
IRS990/CashNonInterestBearingGrp/EOYAmt017335
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt022283
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt022283
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0665
IRS990/ConferencesMeetingsGrp/TotalAmt0665
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt062331
IRS990/CYGrantsAndSimilarPaidAmt0150033
IRS990/CYInvestmentIncomeAmt034015
IRS990/CYOtherExpensesAmt021050
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-111425
IRS990/CYSalariesCompEmpBnftPaidAmt036688
IRS990/CYTotalExpensesAmt0207771
IRS990/CYTotalFundraisingExpenseAmt01185
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt096346
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ENHANCE 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. PROVIDED MENTORING, TUTORING, AND CLASSROOM SUPPORT TO APPROXIMATELY 300 STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0188095
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01800
IRS990/FeesForServicesAccountingGrp/TotalAmt01800
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08720
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08720
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
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/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm1ETHA MCDOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERTA MCMANUS
IRS990/Form990PartVIISectionAGrp/PersonNm3PAM MASON
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROLYN HESS
IRS990/Form990PartVIISectionAGrp/PersonNm5JUDI JEFFERIS
IRS990/Form990PartVIISectionAGrp/PersonNm6PHILLIP LEYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7STEPHANIE DEMOTT
IRS990/Form990PartVIISectionAGrp/PersonNm8BARBARA FASICK
IRS990/Form990PartVIISectionAGrp/PersonNm9YAMILET FERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm10RALPH HARTGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm11SUSAN MELRATH
IRS990/Form990PartVIISectionAGrp/PersonNm12JAMIE ROZICH
IRS990/Form990PartVIISectionAGrp/PersonNm13SHYLENE JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm14FINN WARREN
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/ReportableCompFromOrgAmt140
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
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/GrantAmt0150033
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0130033
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0130033
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt096346
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03374
IRS990/InsuranceGrp/TotalAmt03374
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt034015
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034015
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0753248
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0710900
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0390
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ENHANCE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0870315
IRS990/NetAssetsOrFundBalancesEOYAmt0758891
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02204
IRS990/OfficeExpensesGrp/TotalAmt02204
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherExpensesGrp/Desc0PRINTING
IRS990/OtherExpensesGrp/Desc1POSTAGE AND DELIVERY
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt01185
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02393
IRS990/OtherExpensesGrp/ProgramServicesAmt0619
IRS990/OtherExpensesGrp/TotalAmt02393
IRS990/OtherExpensesGrp/TotalAmt11185
IRS990/OtherExpensesGrp/TotalAmt2619
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011000
IRS990/OtherSalariesAndWagesGrp/TotalAmt011000
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt03405
IRS990/PayrollTaxesGrp/TotalAmt03405
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0517253
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0563327
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/PrincipalOfficerNm0STEPHEN ROBERTS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt097521
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0261936
IRS990/PYInvestmentIncomeAmt057762
IRS990/PYOtherExpensesAmt020752
IRS990/PYRevenuesLessExpensesAmt0-157487
IRS990/PYSalariesCompEmpBnftPaidAmt030082
IRS990/PYTotalExpensesAmt0312770
IRS990/PYTotalRevenueAmt0155283
IRS990/ReconcilationRevenueExpnssAmt0-111425
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080142
IRS990/SavingsAndTempCashInvstGrp/EOYAmt033393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt097521
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt053310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0207041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045902
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0466105
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020535
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021147
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019637
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt097588
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt034015
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82690
IRS990ScheduleA/PublicSupportPY170Pct00.81940
IRS990ScheduleA/PublicSupportTotal170Amt0466105
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062331
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt097521
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt053310
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0207041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045902
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0466105
IRS990ScheduleA/TotalSupportAmt0563693
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03720
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0524665
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt013340
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0563327
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt029042
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02127
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0446360
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt033391
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0524665
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt047041
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03253
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0443461
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0446360
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05152
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02074
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0416956
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0443461
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09579
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01928
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0364748
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01005
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0416956
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053131
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0108040
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0EQUIP/PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OXFORD AREA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CECIL COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0236005360
IRS990ScheduleI/RecipientTable/RecipientEIN1520908863
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0125 BELL TOWER LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11 SEAHAWK DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OXFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ELKTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019363
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd121901
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS ARE SPECIFICALLY LISTED IN THE TREASURER'S MONTHLY REPORTS WHICH ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND THE OEF BOARD. GRANTS OF EITC FUNDS ARE AWARDED IN ACCORDANCE WITH THE EITC PROGRAM APPROVED BY THE PA DEPARTMENT OF COMMUNITY & ECONOMIC DEVELOPMENT. THE SELECTION OF OTHER GRANTS TO BE AWARDED IS DONE BY THE SPECIAL PROJECTS COMMITTEE, FOLLOWING CRITERIA APPROVED BY THE OEF BOARD, AND THEN APPROVED BY THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENHANCE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS HAVE NO POWER OR AUTHORITY OR VOTING RIGHTS WITH RESPECT TO MANAGEMENT AND OPERATION OF THE FOUNDATION OR WITH RESPECT TO FUNDAMENTAL CHANGES IN THE FOUNDATION BUT DO ELECT DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE PRESIDENT AND SUBMITTED TO THE WAYS AND MEANS COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY POTENTIAL CONFLICTS OF INTEREST. COMPLIANCE WITH POLICY IS MONITORED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0279405
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0149043
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0874051
IRS990/TotalAssetsEOYAmt0762628
IRS990/TotalAssetsGrp/BOYAmt0874051
IRS990/TotalAssetsGrp/EOYAmt0762628
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt062331
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01185
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018491
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0188095
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207771
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03736
IRS990/TotalLiabilitiesEOYAmt03737
IRS990/TotalLiabilitiesGrp/BOYAmt03736
IRS990/TotalLiabilitiesGrp/EOYAmt03737
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0870315
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0758891
IRS990/TotalProgramServiceExpensesAmt0188095
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034015
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096346
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0874051
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0762628
IRS990/TravelGrp/ProgramServicesAmt090
IRS990/TravelGrp/TotalAmt090
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$762,628
Liabilities
$3,737
Net assets
$758,891
Revenue
$96,346
Expenses
$207,771
Net income
-$111,425
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