Civic Intelligence

Oxford Educational Foundation

990 • Fiscal year 2019 • EIN 23-2774066

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 10, 2019

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

32nd percentile

-2.6%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$21,472

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

37th percentile

-0.7%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$757,052

Down $5,576 (-0.7%) from 2018

Net Assets

Down

$755,476

Down $3,415 (-0.4%) from 2018

Liabilities

Down

$1,576

Down $2,161 (-58%) from 2018

Revenue

Up

$132,115

Up $35,769 (+37%) from 2018

Expenses

Down

$135,530

Down $72,241 (-35%) from 2018

Net Income

Up

-$3,415

Up $108,010 (+97%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$757,052
Liabilities$1,576
Net Assets$755,476

Operations Trend

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

2019

Revenue$132,115
Expenses$135,530
Net Income-$3,415
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 10, 2019
Return Version
2018v3.1
Gross Receipts
$132,115
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 financialsupport to maximize the use of community volunteers in the schools and and to enrich curricular and co-curricular activities of the school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$422,705$285,630▼ $137,075
Savings and Temporary Cash Investments$33,393$101,928▲ $68,535
Cash and Non-Interest-Bearing Accounts$15,866$56,847▲ $40,981
Prepaid Expenses and Deferred Charges$1,000$0▼ $1,000
Total Assets$762,629$757,052▼ $5,577
Other Assets Total$289,665$312,647▲ $22,982
Liabilities
Accounts Payable and Accrued Expenses$3,738$1,576▼ $2,162
Total Liabilities$3,738$1,576▼ $2,162
Net Assets / Fund Balance
Permanently Rstr Net Assets$563,327$598,277▲ $34,950
Unrestricted Net Assets$46,521$157,199▲ $110,678
Temporarily Rstr Net Assets$149,043$0▼ $149,043
Total Net Assets Fund Balance$758,891$755,476▼ $3,415
Total Liabilities and Net Assets / Fund Balance$762,629$757,052▼ $5,577

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$312,647--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$563,327$10,500▲ $28,278-$598,277
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dr Raymond FischerExecutive DirectorPT$21,472$21,472

Board Members and Trustees

NameTitle
Stephen RobertsPresident
Etha McDowellVice President
Aidan ReillyDirector
Carolyn HessDirector
Day IsemingerDirector
Dr David HamburgDirector
Geoff HenryDirector
Jamie RozichDirector
Shylene JacksonDirector
Stephanie DeMottDirector
Susan MelrathDirector
Woody HartgroveDirector
Yamilet FernandezDirector
Roberta McManusSecretary
Pam MasonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$101,710
Program Service Revenue
$0
Investment Income
$30,405
Other Revenue
$0
All Other Contributions
$101,310
Change in Net Assets
$-3,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$78,002
Salaries, Compensation, and Employee Benefits$37,613
Other Expenses$19,915
Total Fundraising Expense$1,354
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$48,002--$48,002
Grants to Domestic Individuals$30,000--$30,000
Current Officers, Directors, Trustees, and Key Employees$16,749$4,294$429$21,472
Other Salaries and Wages$12,000$0$0$12,000
Fees for Service Investment Mgmnt Fees$0$4,717$0$4,717
Office Expenses$2,914$1,041$208$4,163
Payroll Taxes$3,557$531$53$4,141
Insurance$1,669$973$139$2,781
Fees for Services Accounting$0$1,975$0$1,975
Other Expenses$647$270$162$1,079
Conferences and Meetings$1,076$0$0$1,076
Travel$0$232$77$309
Total Functional Expenses$119,094$15,082$1,354$135,530
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oxford Area School DistrictOxford, PA501(c)3Education-
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
2019-06-10
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
2
Volunteers
100

Preparer

Firm
Julian Sur CPA
Address
675 Lancaster Ave, Berwyn, PA 19312-1636
Preparer
Julian Sur CPA
Phone
6106474833
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Any adult individual or Junior/Senior student,in the Oxford Area SD, is eligible for Membership.

Pt VI, Line 7A

Members have no power, 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 certain directors.

Pt VI, Line 11B

Form 990 is reviewed by the president and treasurer and submitted to the ways and means committee

Pt VI, Line 12C

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

Pt VI, Line 19

Documents available to the public upon request.

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IRS990/OfficeExpensesGrp/FundraisingAmt0208
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IRS990/OtherExpensesGrp/TotalAmt1636
IRS990/OtherExpensesGrp/TotalAmt21079
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IRS990/PYContributionsGrantsAmt062331
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IRS990/PYGrantsAndSimilarPaidAmt0150033
IRS990/PYInvestmentIncomeAmt034015
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IRS990/ReportOtherAssetsInd0true
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0101928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0101710
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt097521
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016853
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IRS990ScheduleA/PublicSupportTotal170Amt0476913
IRS990ScheduleA/PublicSupportTotal509Amt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt062331
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt097521
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0207041
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0521913
IRS990ScheduleA/TotalSupportAmt0630850
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/AdministrativeExpensesAmt03828
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0563327
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0598277
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt028278
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03720
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0524665
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013340
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0563327
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029042
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02127
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0446360
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt033391
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt047041
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03253
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0443461
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0446360
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05152
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02074
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0416956
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt019000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0443461
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09579
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0312647
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Beneficial interest in Chester County Community Foundation
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0312647
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt030000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt047001
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0Equip./Prog. supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Oxford Area School District
IRS990ScheduleI/RecipientTable/RecipientEIN0236005360
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0125 Bell Tower Lane
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Oxford
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
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Document Assets

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Filings

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