Civic Intelligence

Oxford West Foundation

EIN 27-4070490 • 501(c)3 • Saratoga, CA

Profile

The mission of the oxford west foundation is to support organizations that provide services to students who reflect a diversity of interests and talents as well as a wide range of racial, social, cultural and economic backgrounds, and believe that education should be a highly personal experience, which encourages conceptual and innovative thinking and intellectual development. In the past we have provided administrative and financial support to concord prep high school. Concord prep is now closed, so going forward the oxford west foundation will support organizations with similar goals.

14802 Via DE MarcosSaratoga, CA 95070

oxfordwest.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-53633%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

45th percentile

-4.8%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$31,872

Down $1,609 (-4.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$31,872

Down $1,609 (-4.8%) from 2015

Operations
Liabilities / Revenue61st percentileNet Margin1st percentile

Revenue

Down

$3

Down $10,000 (-100%) from 2015

Expenses

Down

$1,612

Down $1,819 (-53%) from 2015

Net Income

Down

-$1,609

Down $8,181 (-124%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$80K$60K$40K$20K$0Assets 2012: $71,576Liabilities 2012: $0Net Assets 2012: $71,5762012Assets 2013: $54,133Liabilities 2013: $0Net Assets 2013: $54,1332013Assets 2014: $26,909Liabilities 2014: $0Net Assets 2014: $26,9092014Assets 2015: $33,481Liabilities 2015: $0Net Assets 2015: $33,4812015Assets 2016: $31,872Liabilities 2016: $0Net Assets 2016: $31,8722016

Highlighted filing

2016

Assets$31,872
Liabilities$0
Net Assets$31,872
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $439,6492012Revenue 2013: $2,079Expenses 2013: $19,522Net Income 2013: -$17,4432013Revenue 2014: $78Expenses 2014: $27,302Net Income 2014: -$27,2242014Revenue 2015: $10,003Expenses 2015: $3,431Net Income 2015: $6,5722015Revenue 2016: $3Expenses 2016: $1,612Net Income 2016: -$1,6092016

Highlighted filing

2016

Revenue$3
Expenses$1,612
Net Income-$1,609
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$31,872
Liabilities
$0
Net assets
$31,872
Revenue
$3
Expenses
$1,612
Net income
-$1,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.00$0.02$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.10$0.03$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.00$0.27$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$0.02$0.20$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$4.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 12, 2017
Return Version
2015v3.0
Gross Receipts
$3
Mission and Program Overview

Mission

The mission of the oxford west foundation is to support organizations that provide services to students who reflect a diversity of interests and talents as well as a wide range of racial, social, cultural and economic backgrounds, and believe that education should be a highly personal experience, which encourages conceptual and innovative thinking and intellectual development. In the past we have provided administrative and financial support to concord prep high school. Concord prep is now closed, so going forward the oxford west foundation will support organizations with similar goals.

Program Services

DescriptionGrantsExpenses
SINCE THE CLOSING OF CONCORD PREP HIGH SCHOOL, OXFORD WEST PLANS TO SUPPORT OTHER ORGANIZATIONS WITH SIMILAR EDUCATIONAL GOALS. NO GRANTS WERE MADE IN THE CURRENT YEAR.SUBSEQUENT TO YEAR-END, THE BOARD DECIDED TO CLOSE OXFORD WEST AND DONATE THE REMAINING ASSETS TO ANOTHER NON-PROFIT ORGANIZATION AND IT IS EXPECTED THAT THIS WILL BE COMPLETED BY JUNE 30, 2017.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAX DUGANNEPresident-$0--
SADIQA STELZNERTreasurer/CFO-$0--
RICHARD WALLACEVice President-$0--
Filing and Contact Details

Filer

Filer Name
Oxford West Foundation
EIN
27-4070490
Phone
4088902905
Address
14802 VIA DE MARCOS, SARATOGA, CA 95070

Signing Officer

Name
Max Duganne
Title
President
Phone
4088902905
Signed
2017-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Esmond & Associates Inc
Address
23901 CALABASAS RD 1010, CALABASAS, CA 91302
Preparer
Lynne Leavitt CPA
Phone
8186102900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 3.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: filing fee - franchise tax board. Amount: 10.”

Raw XML Appendix157 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0MAX DUGANNE
IRS990EZ/BooksInCareOfDetail/PhoneNum04088902905
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014802 VIA DE MARCOS
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SARATOGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095070
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033481
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031872
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1609
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01602
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033481
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031872
IRS990EZ/GrossReceiptsAmt03
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033481
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031872
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033481
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031872
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MAX DUGANNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SADIQA STELZNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE OXFORD WEST FOUNDATION IS TO SUPPORT ORGANIZATIONS THAT PROVIDE SERVICES TO STUDENTS WHO REFLECT A DIVERSITY OF INTERESTS AND TALENTS AS WELL AS A WIDE RANGE OF RACIAL, SOCIAL, CULTURAL AND ECONOMIC BACKGROUNDS, AND BELIEVE THAT EDUCATION SHOULD BE A HIGHLY PERSONAL EXPERIENCE, WHICH ENCOURAGES CONCEPTUAL AND INNOVATIVE THINKING AND INTELLECTUAL DEVELOPMENT. IN THE PAST WE HAVE PROVIDED ADMINISTRATIVE AND FINANCIAL SUPPORT TO CONCORD PREP HIGH SCHOOL. CONCORD PREP IS NOW CLOSED, SO GOING FORWARD THE OXFORD WEST FOUNDATION WILL SUPPORT ORGANIZATIONS WITH SIMILAR GOALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SINCE THE CLOSING OF CONCORD PREP HIGH SCHOOL, OXFORD WEST PLANS TO SUPPORT OTHER ORGANIZATIONS WITH SIMILAR EDUCATIONAL GOALS. NO GRANTS WERE MADE IN THE CURRENT YEAR.SUBSEQUENT TO YEAR-END, THE BOARD DECIDED TO CLOSE OXFORD WEST AND DONATE THE REMAINING ASSETS TO ANOTHER NON-PROFIT ORGANIZATION AND IT IS EXPECTED THAT THIS WILL BE COMPLETED BY JUNE 30, 2017.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01612
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0OXFORDWEST.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt094089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0104089
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0101367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0103439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt052
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt075
IRS990ScheduleA/OtherIncome509Grp/TotalAmt075
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0207528
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02072
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0195456
IRS990ScheduleA/Total509Grp/TotalAmt0207528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0195492
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0207655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FILING FEE - FRANCHISE TAX BOARD. AMOUNT: 10.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MAX DUGANNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04088902905
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OXFORD WEST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OXFO
ReturnHeader/Filer/EIN0274070490
ReturnHeader/Filer/PhoneNum04088902905
ReturnHeader/Filer/USAddress/AddressLine1Txt014802 VIA DE MARCOS
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203250475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ESMOND & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023901 CALABASAS RD 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CALABASAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091302
ReturnHeader/PreparerPersonGrp/PhoneNum08186102900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE LEAVITT CPA
ReturnHeader/ReturnTs02017-01-30T13:33:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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