Civic Intelligence

Oxford West Foundation

990EZ • Fiscal year 2014 • EIN 27-4070490

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

Organization ProfileOXFORDWEST.ORG
1908 Santa Monica Blvd 390404-1999

(310) 829-5475

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-34903%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

8th percentile

-50%

Faster asset growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$26,909

Down $27,224 (-50%) from 2013

Net Assets

Down

$26,909

Down $27,224 (-50%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$78

Down $2,001 (-96%) from 2013

Expenses

Up

$27,302

Up $7,780 (+40%) from 2013

Net Income

Down

-$27,224

Down $9,781 (-56%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$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

2014

Assets$26,909
Liabilities$0
Net Assets$26,909
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$78
Expenses$27,302
Net Income-$27,224
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$78
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
THE FINAL STUDENT GRADUATED FROM CONCORD PREP HIGH SCHOOL AFTER TAKING APPROPRIATE CLASSES AND COMPLETING PROJECTS ELSEWHERE. THE SCHOOL IS NOW CLOSED.$0$19,735
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

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

Filer

EIN
27-4070490
Phone
3108295475

Signing Officer

Name
Sadiqa Stelzner
Title
Treasurer
Phone
3108295475
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

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 8 - Other Revenue

“Description: state of california refund. Amount: 75.”

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

“Description: graduation expenses. Amount: 164. Description: insurance. Amount: 1,132. Description: filing fee - franchise tax board. Amount: 10. Description: bad debt expense. Amount: 19,571. Description: administrative expense. Amount: 1,124. Total to form 990-ez, line 16: 22,001.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 19,571. End of year amount: 0.”

Form 990-ez, Part V, Line 33

“Previously we supported concord prep high school, which is now closed. Now we will support other organizations with similar education goals.”

Raw XML Appendix165 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/ActivitiesNotPreviouslyRptInd01
IRS990EZ/BooksInCareOfDetail/PersonNm0SADIQA STELZNER
IRS990EZ/BooksInCareOfDetail/PhoneNum03108295475
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101908 SANTA MONICA BLVD 3
IRS990EZ/BooksInCareOfDetail/USAddress/City0SANTA MONICA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode090404
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034562
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026909
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-27224
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05301
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt026909
IRS990EZ/GrossReceiptsAmt078
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054133
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026909
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054133
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026909
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MAX DUGANNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SADIQA STELZNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY KATHLEEN DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019571
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022001
IRS990EZ/OtherRevenueTotalAmt075
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/DescriptionProgramSrvcAccomTxt0THE FINAL STUDENT GRADUATED FROM CONCORD PREP HIGH SCHOOL AFTER TAKING APPROPRIATE CLASSES AND COMPLETING PROJECTS ELSEWHERE. THE SCHOOL IS NOW CLOSED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019735
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/TotalExpensesAmt027302
IRS990EZ/TotalProgramServiceExpensesAmt019735
IRS990EZ/TotalRevenueAmt078
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0OXFORDWEST.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0STATE OF CALIFORNIA REFUND - 2013 AMOUNT: $ 75.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt094089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt094089
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt046
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0101367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0103439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt046
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt075
IRS990ScheduleA/OtherIncome509Grp/TotalAmt075
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0197528
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02072
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0195456
IRS990ScheduleA/Total509Grp/TotalAmt0197528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0195492
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: STATE OF CALIFORNIA REFUND. AMOUNT: 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: GRADUATION EXPENSES. AMOUNT: 164. DESCRIPTION: INSURANCE. AMOUNT: 1,132. DESCRIPTION: FILING FEE - FRANCHISE TAX BOARD. AMOUNT: 10. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 19,571. DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 1,124. TOTAL TO FORM 990-EZ, LINE 16: 22,001.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 19,571. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PREVIOUSLY WE SUPPORTED CONCORD PREP HIGH SCHOOL, WHICH IS NOW CLOSED. NOW WE WILL SUPPORT OTHER ORGANIZATIONS WITH SIMILAR EDUCATION GOALS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART V, LINE 33
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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SADIQA STELZNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03108295475
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10OXFORD WEST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OXFO
ReturnHeader/Filer/EIN0274070490
ReturnHeader/Filer/PhoneNum03108295475
ReturnHeader/Filer/USAddress/AddressLine101908 SANTA MONICA BLVD 3
ReturnHeader/Filer/USAddress/City0SANTA MONICA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0904041999
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203250475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ESMOND & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1023901 CALABASAS RD 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CALABASAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091302
ReturnHeader/PreparerPersonGrp/PhoneNum08186102900
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE LEAVITT CPA
ReturnHeader/ReturnTs02015-05-15T16:12:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,909
Liabilities
$0
Net assets
$26,909
Revenue
$78
Expenses
$27,302
Net income
-$27,224
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