Civic Intelligence

Oxford Academy Foundation

990EZ • Fiscal year 2016 • EIN 33-0878766

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 30, 2016

5172 Orange AveCypress, CA 90630

(714) 220-3055

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

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

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.

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

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Up

$106,783

Up $7,310 (+7.3%) from 2015

Net Assets

Up

$106,783

Up $7,310 (+7.3%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$67,363

Down $34,713 (-34%) from 2015

Expenses

Down

$60,053

Down $67,254 (-53%) from 2015

Net Income

Up

$7,310

Up $32,541 (+129%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$106,783
Liabilities-
Net Assets$106,783

Operations Trend

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

2016

Revenue$67,363
Expenses$60,053
Net Income$7,310
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 30, 2016
Return Version
2015v2.0
Gross Receipts
$80,427
Mission and Program Overview

Mission

Provide financial resources/supports to public education

Program Services

DescriptionGrantsExpenses
Provide financial solutions to many on-going programs to extend their educational services broadly to all students, including fund to extend library service hours, sponsor various school educational programs with additional equipment and supplies.$60,053-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve HwangboPresidentPT$0--
Jon HultmanSecretary-$0--
Atul PatelTreasurerPT$0--
Bill RoggenkampDirector-$0--
Ron HoshiDirector-$0--
Florence LeeDirector-$0--
Kevin ClausenDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summer Enrichment Program$32,018$32,018$13,064$18,954
Total Events$32,018$32,018$13,064$18,954
Filing and Contact Details

Filer

Filer Name
Oxford Academy Foundation
EIN
33-0878766
Phone
7142203055
Address
5172 Orange Ave, Cypress, CA 90630

Signing Officer

Name
Atul Patel
Title
Treasurer
Signed
2016-10-30
Supplemental Narrative

Additional Explanations

Other Expenses.1

School Equipment and Facility $51159

Other Expenses.2

Departmental Consumables $8829

Other Expenses.3

Bank Fee $65

Raw XML Appendix171 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.

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ReturnHeader/Filer/PhoneNum07142203055
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ReturnHeader/ReturnTs02016-10-30T14:18:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings