Civic Intelligence

Oxford Preparatory Academy Saddleba

EIN 81-3932563 • 501(c)3 • Lake Forest, CA

Profile

To support oxford prep academy charter school od saddleback valley

22882 Loumont DriveLake Forest, CA 92630

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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-34%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

42nd percentile

-10%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$0

Flat from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Flat

$0

Flat from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin18th percentile

Revenue

Down

$52,627

Down $25,037 (-32%) from 2022

Expenses

Up

$80,530

Up $34,416 (+75%) from 2022

Net Income

Down

-$27,903

Down $59,453 (-188%) from 2022

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2017: $29,396Liabilities 2017: $382Net Assets 2017: $29,0142017Assets 2018: $83,822Net Assets 2018: $83,8222018Assets 2019: $83,868Net Assets 2019: $83,8682019Assets 2020: $51,750Net Assets 2020: $51,7502020Assets 2021: $58,982Net Assets 2021: $58,9822021Assets 2022: $0Net Assets 2022: $02022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth42nd percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $118,272Expenses 2017: $91,906Net Income 2017: $26,3662017Revenue 2018: $120,796Expenses 2018: $65,989Net Income 2018: $54,8072018Revenue 2019: $71,840Expenses 2019: $58,447Net Income 2019: $13,3932019Revenue 2020: $35,069Expenses 2020: $41,887Net Income 2020: -$6,8182020Revenue 2021: $25,687Expenses 2021: $16,131Net Income 2021: $9,5562021Revenue 2022: $77,664Expenses 2022: $46,114Net Income 2022: $31,5502022Revenue 2023: $52,627Expenses 2023: $80,530Net Income 2023: -$27,9032023

Highlighted filing

2023

Revenue$52,627
Expenses$80,530
Net Income-$27,903
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$52,627
Expenses
$80,530
Net income
-$27,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.53$0.81$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.78$0.46$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.26$0.16$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.52$0.35$0.42$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.72$0.58$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.84$1.21$0.66$0.55
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$1.18$0.92$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 15, 2023
Return Version
2022v5.0
Gross Receipts
$86,090
Mission and Program Overview

Mission

To support oxford preparatory academy charter school of saddleback valley

Program Services

DescriptionGrantsExpenses
None--
None--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESA ALDERSONPresident-$0--
TAMI NOWZAREEPresident Elect-$0--
HEATHER COONSVP Of Finance-$0--
Filing and Contact Details

Filer

Filer Name
Oxford Preparatory Academy Saddleback
EIN
81-3932563
Phone
9493063502
Address
22882 LOUMONT DRIVE, Lake Forest, CA 92630

Signing Officer

Name
Heather Coons
Title
VP of Finance
Phone
9493063502
Signed
2023-09-15
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 102C, KANSAS CITY, MO 64105
Preparer
Tricia Ceccarelli
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1, Line 16

“BANK CHARGES - $100”

Part 1, Line 16

“INSURANCE - $1443”

Part 1, Line 16

“Membership toolkit - $750”

Part 1, Line 16

“ZOOM - $300”

Part 1, Line 16

“Slack and web domain - $24”

Part 1, Line 16

“TAXES - $841”

Part 1, Line 16

“Campus beautification project - $52,536”

Part 1, Line 16

“Credit card and paypal fees - $2878”

Raw XML Appendix143 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HEATHER COONS
IRS990EZ/BooksInCareOfDetail/PhoneNum09493063502
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0228822 LOUMONT DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lake Forest
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092630
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02418
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-27903
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt083633
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023999
IRS990EZ/GrossReceiptsAmt086090
IRS990EZ/InvestmentIncomeAmt039
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-27903
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THERESA ALDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAMI NOWZAREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER COONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF FINANCE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055172
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT OXFORD PREPARATORY ACADEMY CHARTER SCHOOL OF SADDLEBACK VALLEY
IRS990EZ/PrintingPublicationsPostageAmt01159
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1None
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033463
IRS990EZ/SpecialEventsNetIncomeLossAmt050170
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080530
IRS990EZ/TotalRevenueAmt052627
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02418
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011433
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025049
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt039
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0-20027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0-9287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt092070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0128785
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0153834
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02418
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0-17780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0-7512
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0103503
IRS990ScheduleA/Total509Grp/TotalAmt0153834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0-17780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0-7512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0103503
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0153873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES - $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE - $1443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP TOOLKIT - $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ZOOM - $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SLACK AND WEB DOMAIN - $24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAXES - $841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CAMPUS BEAUTIFICATION PROJECT - $52,536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CREDIT CARD AND PAYPAL FEES - $2878
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART 1, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER COONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09493063502
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OXFORD PREPARATORY ACADEMY SADDLEBACK
ReturnHeader/Filer/BusinessNameControlTxt0OXFO
ReturnHeader/Filer/EIN0813932563
ReturnHeader/Filer/PhoneNum09493063502
ReturnHeader/Filer/USAddress/AddressLine1Txt022882 LOUMONT DRIVE
ReturnHeader/Filer/USAddress/CityNm0Lake Forest
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 102C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tricia Ceccarelli
ReturnHeader/ReturnTs02023-09-16T19:04:44Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HEATHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COONS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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