Civic Intelligence

Oxford Academy Foundation

EIN 33-0878766 • 501(c)3 • Cypress, CA

Profile

Provide financial resources/supports to public education

5172 Orange AvenueCypress, CA 90630-2921

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

61st percentile

3.9%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2019

Revenue Growth

63rd percentile

9.2%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2019

Assets

Up

$119,920

Up $13,137 (+12%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$119,920

Up $13,137 (+12%) from 2016

Revenue

Up

$87,834

Up $20,471 (+30%) from 2016

Expenses

Down

$29,786

Down $30,267 (-50%) from 2016

Net Income

Up

$58,048

Up $50,738 (+694%) from 2016

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $124,704Net Assets 2014: $124,7042014Assets 2015: $99,473Net Assets 2015: $99,4732015Assets 2016: $106,783Net Assets 2016: $106,7832016Assets 2019: $119,920Liabilities 2019: $0Net Assets 2019: $119,9202019

Highlighted filing

2019

Assets$119,920
Liabilities$0
Net Assets$119,920

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $48,225Expenses 2014: $96,888Net Income 2014: -$48,6632014Revenue 2015: $102,076Expenses 2015: $127,307Net Income 2015: -$25,2312015Revenue 2016: $67,363Expenses 2016: $60,053Net Income 2016: $7,3102016Revenue 2019: $87,834Expenses 2019: $29,786Net Income 2019: $58,0482019

Highlighted filing

2019

Revenue$87,834
Expenses$29,786
Net Income$58,048

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 28, 2020
Return Version
2018v3.1
Gross Receipts
$87,834
Mission and Program Overview

Mission

Provide financial resources/supports to public education

To provide financial solutions to many on-going programs to extend the educational services broadly to all students, sponsor various school educational programs including providing addditional equipment and supplies.

Program Services

DescriptionGrantsExpenses
PROVIDE FINANCIAL SOLUTIONS TO MANY ON-GOING PROGRAMS TO EXTEND THE EDUCATIONAL SERVICES BROADLY TO ALL STUDENTS, SPONSOR VARIOUS SCHOOL EDUCATIONAL PROGRAMS INCLUDING PROVIDING ADDDITIONAL EQUIPMENT AND SUPPLIES.$0$29,786
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE HWANGBOPresident-$0--
JON HULTMANSecretary-$0--
GULIZ VEYSOGLUTreasurer-$0--
LU TADirector-$0--
KEVIN CLAUSENDirector-$0--
BILL ROGGENKAMPDirector-$0--
NITESH PATELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oxford Academy Foundation
EIN
33-0878766
Phone
7143353890
Address
5172 ORANGE AVENUE, CYPRESS, CA 90630-2921

Signing Officer

Name
Steve Hwangbo
Title
President
Phone
7143353890
Signed
2020-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Goodrich & Goodyear an Accountancy Corp
Address
6700 E PACIFIC COAST HWY STE 255, LONG BEACH, CA 90803
Preparer
Gregory a Goodyear
Phone
5625948791
Supplemental Narrative

Additional Explanations

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

Description: interest. Amount: 13.

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

Description: miscellaneous. Amount: 75. Description: activities and supplies. Amount: 12,899. Description: web based services for students. Amount: 10,885. Total to form 990-ez, line 16: 23,859.

Raw XML Appendix189 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07143353890
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05172 ORANGE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CYPRESS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0906302921
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061872
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119920
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt046295
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt058048
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061872
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119920
IRS990EZ/GrossReceiptsAmt087834
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061872
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119920
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061872
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119920
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE HWANGBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JON HULTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GULIZ VEYSOGLU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LU TA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEVIN CLAUSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BILL ROGGENKAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NITESH PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023859
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL SOLUTIONS TO MANY ON-GOING PROGRAMS TO EXTEND THE EDUCATIONAL SERVICES BROADLY TO ALL STUDENTS, SPONSOR VARIOUS SCHOOL EDUCATIONAL PROGRAMS INCLUDING PROVIDING ADDDITIONAL EQUIPMENT AND SUPPLIES.
IRS990EZ/ProgramServiceRevenueAmt041526
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FINANCIAL SOLUTIONS TO MANY ON-GOING PROGRAMS TO EXTEND THE EDUCATIONAL SERVICES BROADLY TO ALL STUDENTS, SPONSOR VARIOUS SCHOOL EDUCATIONAL PROGRAMS INCLUDING PROVIDING ADDDITIONAL EQUIPMENT AND SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029786
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt05927
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/TotalExpensesAmt029786
IRS990EZ/TotalProgramServiceExpensesAmt029786
IRS990EZ/TotalRevenueAmt087834
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt087821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020991
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt067341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0102042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0289964
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt068
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0289964
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011769
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020991
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067341
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102042
IRS990ScheduleA/Total509Grp/TotalAmt0289964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011769
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt067363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0102075
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290032
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 13.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS. AMOUNT: 75. DESCRIPTION: ACTIVITIES AND SUPPLIES. AMOUNT: 12,899. DESCRIPTION: WEB BASED SERVICES FOR STUDENTS. AMOUNT: 10,885. TOTAL TO FORM 990-EZ, LINE 16: 23,859.
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE HWANGBO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07143353890
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OXFORD ACADEMY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OXFO
ReturnHeader/Filer/EIN0330878766
ReturnHeader/Filer/PhoneNum07143353890
ReturnHeader/Filer/USAddress/AddressLine1Txt05172 ORANGE AVENUE
ReturnHeader/Filer/USAddress/CityNm0CYPRESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0906302921
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AE2DEB19012200C0FA883ED679C0BD4B74509948
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AE2DEB19012200C0FA883ED679C0BD4B74509948
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.180.88.216
ReturnHeader/FilingSecurityInformation/IPDt02020-04-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:39:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330178458
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOODRICH & GOODYEAR AN ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06700 E PACIFIC COAST HWY STE 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090803
ReturnHeader/PreparerPersonGrp/PhoneNum05625948791
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY A GOODYEAR
ReturnHeader/ReturnTs02020-05-07T11:42:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.