Civic Intelligence

Oxnard Foundation for Education and Economic Development

990EZ • Fiscal year 2023 • EIN 47-2615564

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 19, 2024

Organization ProfileN/A
1901 Solar Drive 105Oxnard, CA 93036

(805) 983-6118

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-25%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

43rd percentile

-0.6%

Faster revenue growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,677

Down $1,563 (-25%) from 2022

Net Assets

Down

$4,677

Down $1,563 (-25%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$14,320

Down $90 (-0.6%) from 2022

Expenses

Down

$15,883

Down $354 (-2.2%) from 2022

Net Income

Up

-$1,563

Up $264 (+14%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$20K$15K$10K$5.0K$0Assets 2014: $168Net Assets 2014: $1682014Assets 2015: $7,821Net Assets 2015: $7,8212015Assets 2016: $8,591Net Assets 2016: $8,5912016Assets 2017: $15,359Net Assets 2017: $15,3592017Assets 2018: $11,425Net Assets 2018: $11,4252018Assets 2019: $4,972Net Assets 2019: $4,9722019Assets 2020: $5,399Net Assets 2020: $5,3992020Assets 2021: $8,067Net Assets 2021: $8,0672021Assets 2022: $6,240Net Assets 2022: $6,2402022Assets 2023: $4,677Net Assets 2023: $4,6772023

Highlighted filing

2023

Assets$4,677
Liabilities-
Net Assets$4,677
Open 2023 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2014: $24,320Expenses 2014: $24,152Net Income 2014: $1682014Revenue 2015: $22,280Expenses 2015: $14,627Net Income 2015: $7,6532015Revenue 2016: $19,025Expenses 2016: $18,255Net Income 2016: $7702016Revenue 2017: $14,281Expenses 2017: $7,513Net Income 2017: $6,7682017Revenue 2018: $3,550Expenses 2018: $7,484Net Income 2018: -$3,9342018Revenue 2019: $4,825Expenses 2019: $11,278Net Income 2019: -$6,4532019Revenue 2020: $6,875Expenses 2020: $6,448Net Income 2020: $4272020Revenue 2021: $11,588Expenses 2021: $8,920Net Income 2021: $2,6682021Revenue 2022: $14,410Expenses 2022: $16,237Net Income 2022: -$1,8272022Revenue 2023: $14,320Expenses 2023: $15,883Net Income 2023: -$1,5632023

Highlighted filing

2023

Revenue$14,320
Expenses$15,883
Net Income-$1,563
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 19, 2024
Return Version
2023v5.1
Gross Receipts
$14,320
Mission and Program Overview

Mission

To support the interaction with and advancement of education and development of our future workforce, and to assure the oxnard community has an adequate supply of quality jobs.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE INTERACTION WITH AND ADVANCEMENT OF EDUCATION AND DEVELOPMENT OF OUR FUTURE WORKFORCE, AND TO ASSURE THE OXNARD COMMUNITY HAS A ADEQUATE SUPPLY OF QUALITY JOBS.-$15,883
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM CADYTreasurer-$0--
RICHARD FAVORChairman-$0--
LAURA MULLENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Oxnard Foundation for Education and
EIN
47-2615564
Phone
8059836118
Address
1901 SOLAR DRIVE 105, OXNARD, CA 93036

Signing Officer

Name
Nancy Lindholm
Title
Executive Director
Signed
2024-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Sauer Braime & Kwon Cpas
Address
5755 VALENTINE ROAD SUITE 215, VENTURA, CA 93003
Preparer
Lalaine D Braime CPA
Phone
8056565882
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1724”

Other Expenses.1

“Supporting activities $4234”

Other Expenses.2

“Credit card fees/bank charges $166”

Other Expenses.3

“TAXES & FILING FEES $25”

Statement Note 1

“Professional fees and other payments to independent contractors:management fees $ 9,174accounting fees $560 -------total $ 9,734 =======”

Raw XML Appendix149 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/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum08059836118
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OXNARD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06240
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IRS990EZ/ContributionsGiftsGrantsEtcAmt014320
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1563
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09734
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt014320
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06240
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM CADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD FAVOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA MULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06149
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE INTERACTION WITH AND ADVANCEMENT OF EDUCATION AND DEVELOPMENT OF OUR FUTURE WORKFORCE, AND TO ASSURE THE OXNARD COMMUNITY HAS AN ADEQUATE SUPPLY OF QUALITY JOBS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE INTERACTION WITH AND ADVANCEMENT OF EDUCATION AND DEVELOPMENT OF OUR FUTURE WORKFORCE, AND TO ASSURE THE OXNARD COMMUNITY HAS A ADEQUATE SUPPLY OF QUALITY JOBS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015883
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015883
IRS990EZ/TotalProgramServiceExpensesAmt015883
IRS990EZ/TotalRevenueAmt014320
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047018
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt047018
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014410
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04825
IRS990ScheduleA/Total509Grp/TotalAmt047018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04825
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORTING ACTIVITIES $4234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD FEES/BANK CHARGES $166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAXES & FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL FEES AND OTHER PAYMENTS TO INDEPENDENT CONTRACTORS:MANAGEMENT FEES $ 9,174ACCOUNTING FEES $560 -------TOTAL $ 9,734 =======
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Statement Note 1
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY LINDHOLM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OXNARD FOUNDATION FOR EDUCATION AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ECONOMIC DEVELOPMENT
ReturnHeader/Filer/BusinessNameControlTxt0OXNA
ReturnHeader/Filer/EIN0472615564
ReturnHeader/Filer/PhoneNum08059836118
ReturnHeader/Filer/USAddress/AddressLine1Txt01901 SOLAR DRIVE 105
ReturnHeader/Filer/USAddress/CityNm0OXNARD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261635363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAUER BRAIME & KWON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05755 VALENTINE ROAD SUITE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VENTURA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093003
ReturnHeader/PreparerPersonGrp/PhoneNum08056565882
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LALAINE D BRAIME CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-19T10:17:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,677
Liabilities
-
Net assets
$4,677
Revenue
$14,320
Expenses
$15,883
Net income
-$1,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.68$4.68$14.3$15.9$1.56
2022Detailed filing. Detailed filing data is available for this year.$6.24$6.24$14.4$16.2$1.83
2021Detailed filing. Detailed filing data is available for this year.$8.07$8.07$11.6$8.92$2.67
2020Detailed filing. Detailed filing data is available for this year.$5.40$5.40$6.88$6.45$0.43
2019Detailed filing. Detailed filing data is available for this year.$4.97$4.97$4.83$11.3$6.45
2018Detailed filing. Detailed filing data is available for this year.$11.4$11.4$3.55$7.48$3.93
2017Detailed filing. Detailed filing data is available for this year.$15.4$15.4$14.3$7.51$6.77
2016Detailed filing. Detailed filing data is available for this year.$8.59$8.59$19.0$18.3$0.77
2015Detailed filing. Detailed filing data is available for this year.$7.82$7.82$22.3$14.6$7.65
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.17$24.3$24.2$0.17