Civic Intelligence

Oxford West Foundation

990EZ • Fiscal year 2015 • EIN 27-4070490

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 28, 2016

Organization ProfileOXFORDWEST.ORG
1908 Santa Monica Blvd 3Santa Monica, CA 90404-1999

(424) 999-8870

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

12724%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$33,481

Up $6,572 (+24%) from 2014

Net Assets

Up

$33,481

Up $6,572 (+24%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin95th percentile

Revenue

Up

$10,003

Up $9,925 (+12724%) from 2014

Expenses

Down

$3,431

Down $23,871 (-87%) from 2014

Net Income

Up

$6,572

Up $33,796 (+124%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2015

Assets$33,481
Liabilities$0
Net Assets$33,481
Open 2015 Filing

Operations Trend

Revenue Growth100th 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

2015

Revenue$10,003
Expenses$3,431
Net Income$6,572
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 28, 2016
Return Version
2014v6.0
Gross Receipts
$10,003
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, 2016.$0$0
Compensation and Service Providers
Top Officer Pay75th 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

Filer Name
Oxford West Foundation
EIN
27-4070490
Phone
4249998870
Address
1908 SANTA MONICA BLVD 3, SANTA MONICA, CA 90404-1999

Signing Officer

Name
Sadiqa Stelzner
Title
Treasurer
Phone
3108295475
Signed
2016-03-28
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 Appendix167 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA MONICA
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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/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, 2016.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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/TotalExpensesAmt03431
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt010003
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0OXFORDWEST.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt094089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0104089
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0101367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0103439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt049
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt075
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010000
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SADIQA STELZNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03108295475
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OXFORD WEST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OXFO
ReturnHeader/Filer/EIN0274070490
ReturnHeader/Filer/PhoneNum04249998870
ReturnHeader/Filer/USAddress/AddressLine1Txt01908 SANTA MONICA BLVD 3
ReturnHeader/Filer/USAddress/CityNm0SANTA MONICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0904041999
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/PreparationDt02016-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE LEAVITT CPA
ReturnHeader/ReturnTs02016-03-28T17:16:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,481
Liabilities
$0
Net assets
$33,481
Revenue
$10,003
Expenses
$3,431
Net income
$6,572
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