Civic Intelligence

Oxford Endowment for Public Education DBA Oxford School District Foundation

990EZ • Fiscal year 2016 • EIN 64-0729952

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

Organization Profileoxfordsd.org
P O 765Oxford, MS 38655

(662) 234-2935

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

89th percentile

41%

Higher net margin than 89% 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

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

88th percentile

59%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$225,783

Up $26,023 (+13%) from 2015

Net Assets

Up

$225,783

Up $26,023 (+13%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$70,569

Up $26,097 (+59%) from 2015

Expenses

Up

$41,980

Up $21,315 (+103%) from 2015

Net Income

Up

$28,589

Up $4,782 (+20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$400K$300K$200K$100K$0Assets 2011: $144,074Liabilities 2011: $02011Assets 2012: $139,204Liabilities 2012: $02012Assets 2013: $145,891Liabilities 2013: $02013Assets 2014: $176,758Liabilities 2014: $02014Assets 2015: $199,760Net Assets 2015: $199,7602015Assets 2016: $225,783Net Assets 2016: $225,7832016Assets 2017: $197,327Net Assets 2017: $197,3272017Assets 2018: $213,688Liabilities 2018: $02018Assets 2019: $188,783Net Assets 2019: $188,7832019Assets 2020: $217,382Liabilities 2020: $0Net Assets 2020: $217,3822020Assets 2021: $289,960Liabilities 2021: $0Net Assets 2021: $289,9602021Assets 2022: $269,232Liabilities 2022: $0Net Assets 2022: $269,2322022Assets 2023: $292,041Liabilities 2023: $0Net Assets 2023: $292,0412023Assets 2024: $329,787Liabilities 2024: $0Net Assets 2024: $329,7872024

Highlighted filing

2016

Assets$225,783
Liabilities-
Net Assets$225,783
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $19,157Expenses 2011: $20,855Net Income 2011: -$1,6982011Revenue 2012: $33,732Expenses 2012: $33,436Net Income 2012: $2962012Revenue 2013: $35,389Expenses 2013: $28,702Net Income 2013: $6,6872013Revenue 2014: $43,837Expenses 2014: $12,969Net Income 2014: $30,8682014Revenue 2015: $44,472Expenses 2015: $20,665Net Income 2015: $23,8072015Revenue 2016: $70,569Expenses 2016: $41,980Net Income 2016: $28,5892016Revenue 2017: $61,028Expenses 2017: $104,842Net Income 2017: -$43,8142017Revenue 2018: $46,937Expenses 2018: $41,421Net Income 2018: $5,5162018Revenue 2019: $62,107Expenses 2019: $67,056Net Income 2019: -$4,9492019Revenue 2020: $75,213Expenses 2020: $33,210Net Income 2020: $42,0032020Revenue 2021: $43,148Expenses 2021: $58,236Net Income 2021: -$15,0882021Revenue 2022: $50,799Expenses 2022: $31,172Net Income 2022: $19,6272022Revenue 2023: $56,153Expenses 2023: $58,022Net Income 2023: -$1,8692023Revenue 2024: $54,500Expenses 2024: $46,737Net Income 2024: $7,7632024

Highlighted filing

2016

Revenue$70,569
Expenses$41,980
Net Income$28,589
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$70,569
Mission and Program Overview

Mission

The Oxford School District Foundation Inc., established in June 1986, is an organization of individuals, families and businesses in the community dedicated to assisting and enhancing education in the Oxford School District. OSDF is led by a board of directors elected by the membership.It was formed in order to supplement, aid and improve education in the schools.

Program Services

DescriptionGrantsExpenses
The OEPE d\b\a Oxford School District Foundtation was able to provide the school district thru request\grants written by teachers,supplies to enhance the education of students in several different areas.$1,882$40,098
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alyson BestPresident-$0--
Donna StrumVice President-$0--
CLAIRE CREWSSecretary-$0--
Anna LangleyTreasurer-$0--
LOLITA GREGORYMembership Chai-$0--
Shannon FergusonGrants Chair-$0--
Filing and Contact Details

Filer

Filer Name
Oxford Endowment for Public Education
EIN
64-0729952
Phone
6622342935
Address
P O 765, OXFORD, MS 38655

Signing Officer

Name
Anna Langley
Title
Treasurer
Signed
2017-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Kinney & Associates PLLC
Address
1403 Van Buren Ave Suite 105, Oxford, MS 38655
Preparer
Laura M Kinney CPA
Phone
6622810099
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Oxford Public School District | Donee's Address: Bramlett Blvd Oxford MS 38655 | Book Value: $40098 | Fair Market Value: $40098”

Other Expenses.1001

“Advertising and Promotion $542”

Other Expenses.2

“Bank charges $125”

Other Expenses.3

“Supplies $59”

Other Expenses.4

“P. O. Box rental $56”

Other Expenses.5

“Charitable Registration Filing $52”

Raw XML Appendix231 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5GRANTS CHAIR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-2566
IRS990EZ/OtherExpensesTotalAmt0834
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IRS990EZ/PrimaryExemptPurposeTxt0The Oxford School District Foundation Inc., established in June 1986, is an organization of individuals, families and businesses in the community dedicated to assisting and enhancing education in the Oxford School District. OSDF is led by a board of directors elected by the membership.It was formed in order to supplement, aid and improve education in the schools.
IRS990EZ/PrintingPublicationsPostageAmt0698
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The OEPE d\b\a Oxford School District Foundtation was able to provide the school district thru request\grants written by teachers,supplies to enhance the education of students in several different areas.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01882
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040098
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041980
IRS990EZ/TotalProgramServiceExpensesAmt01882
IRS990EZ/TotalRevenueAmt070569
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0oxfordsd.org
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt070368
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt044472
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt01882
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt01875
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt070368
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt044472
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt068486
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt042597
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt042597
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt036207
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt036207
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt036207
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt06589
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt028501
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt013479
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt041980
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt07706
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt013479
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt01882
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt036207
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt040098
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
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IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Board of the OEPE D|B|A Oxford School District Foundation works closely with the leadership and teachers in the school district, receiving grant applications from teachers for items needed in the classroom to enhance the education of the students.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Unrealized gains and losses of $1778 and Investment expenses of $789
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part V, Section D, Line 6: Other Distributions
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0208895
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0188260
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt040098
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Oxford Public School District
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt040098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Oxford Public School District | Donee's Address: Bramlett Blvd Oxford MS 38655 | Book Value: $40098 | Fair Market Value: $40098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank charges $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies $59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4P. O. Box rental $56
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Charitable Registration Filing $52
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anna Langley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OXFORD ENDOWMENT FOR PUBLIC EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA OXFORD SCHOOL DISTRICT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OXFO
ReturnHeader/Filer/EIN0640729952
ReturnHeader/Filer/PhoneNum06622342935
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O 765
ReturnHeader/Filer/USAddress/CityNm0OXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038655
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kinney & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01403 Van Buren Ave Suite 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oxford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038655
ReturnHeader/PreparerPersonGrp/PhoneNum06622810099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura M Kinney CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-15T15:56:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,783
Liabilities
-
Net assets
$225,783
Revenue
$70,569
Expenses
$41,980
Net income
$28,589
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.55$0.47$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.56$0.58$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.51$0.31$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.43$0.58$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.75$0.33$0.42
2019Detailed filing. Detailed filing data is available for this year.$1.89$1.89$0.62$0.67$0.05
2018Summary only. Only limited summary data is available for this year.$2.14$0.00$0.47$0.41$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.97$1.97$0.61$1.05$0.44
2016Detailed filing. Detailed filing data is available for this year.$2.26$2.26$0.71$0.42$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.00$2.00$0.44$0.21$0.24
2014Summary only. Only limited summary data is available for this year.$1.77$0.00$0.44$0.13$0.31
2013Summary only. Only limited summary data is available for this year.$1.46$0.00$0.35$0.29$0.07
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$0.34$0.33$0.00
2011Summary only. Only limited summary data is available for this year.$1.44$0.00$0.19$0.21$0.02