Civic Intelligence

Sophia Oxford Inc

EIN 82-5328966 • 501(c)3 • Rockport, MA

Profile

Sohia oxford enables businesses to incorporate key social indicators into sustainable business practices that imporve the impact of their social investments and the lives of their employees.

157 Granite StreetRockport, MA 01966

sophiaoxford.org

Siviq Scores

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

Liabilities / Assets

96th percentile

2.51x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

0.52x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

11th percentile

-71%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

12th percentile

-77%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-58%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$5,665

Down $23,994 (-81%) from 2022

Liabilities

Down

$24,777

Down $49,644 (-67%) from 2022

Net Assets

Up

-$19,112

Up $25,650 (+57%) from 2022

Operations
Liabilities / Revenue92nd percentileNet Margin11th percentile

Revenue

Down

$90,227

Down $52,857 (-37%) from 2022

Expenses

Down

$64,577

Down $179,488 (-74%) from 2022

Net Income

Up

$25,650

Up $126,631 (+125%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$300K$200K$100K$0-$100KAssets 2018: $85Liabilities 2018: $152018Assets 2019: $85,097Liabilities 2019: $34,4882019Assets 2020: $231,566Liabilities 2020: $66,311Net Assets 2020: $165,2552020Assets 2021: $130,485Liabilities 2021: $74,266Net Assets 2021: $56,2192021Assets 2022: $29,659Liabilities 2022: $74,421Net Assets 2022: -$44,7622022Assets 2023: $5,665Liabilities 2023: $24,777Net Assets 2023: -$19,1122023

Highlighted filing

2023

Assets$5,665
Liabilities$24,777
Net Assets-$19,112
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$600K$400K$200K$0-$200KRevenue 2018: $100Expenses 2018: $30Net Income 2018: $702018Revenue 2019: $108,906Expenses 2019: $58,367Net Income 2019: $50,5392019Revenue 2020: $472,321Expenses 2020: $357,775Net Income 2020: $114,5462020Revenue 2021: $342,271Expenses 2021: $451,307Net Income 2021: -$109,0362021Revenue 2022: $143,084Expenses 2022: $244,065Net Income 2022: -$100,9812022Revenue 2023: $90,227Expenses 2023: $64,577Net Income 2023: $25,6502023

Highlighted filing

2023

Revenue$90,227
Expenses$64,577
Net Income$25,650
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$5,665
Liabilities
$24,777
Net assets
-$19,112
Revenue
$90,227
Expenses
$64,577
Net income
$25,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.25$0.19$0.90$0.65$0.26
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.74$0.45$1.43$2.44$1.01
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.74$0.56$3.42$4.51$1.09
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.66$1.65$4.72$3.58$1.15
2019Summary only. Only limited summary data is available for this year.$0.85$0.34$1.09$0.58$0.51
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 5, 2023
Return Version
2022v5.0
Gross Receipts
$90,227
Mission and Program Overview

Mission

Sohia oxford enables businesses to incorporate key social indicators into sustainable business practices that imporve the impact of their social investments and the lives of their employees.

Sophia oxford enables businesses to incorporate key social indicators into sustainable business practices that improve the impact of their social investments and lives of their employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$18,483--
Loans From Officers Directors$14,000$14,000→ $0
Cash and Non-Interest-Bearing Accounts$11,074$5,564▼ $5,510
Savings and Temporary Cash Investments$102$101▼ $1
Total Assets$29,659$5,665▼ $23,994
Liabilities
Accounts Payable and Accrued Expenses$60,421$10,777▼ $49,644
Total Liabilities$74,421$24,777▼ $49,644
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-44,762$-19,112▲ $25,650
Total Net Assets Fund Balance$-44,762$-19,112▲ $25,650
Total Liabilities and Net Assets / Fund Balance$29,659$5,665▼ $23,994
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Karen BirdPresident
Christopher FellinghamMember
Barb LaspinaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,250
Program Service Revenue
$52,654
Investment Income
$0
Other Revenue
$32,323
All Other Contributions
$5,250
Change in Net Assets
$25,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,577
Total Fundraising Expense$54
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$39,114--$39,114
Fees for Services Accounting-$13,854-$13,854
Fees for Services Other$9,212--$9,212
Office Expenses$1,142$147$54$1,343
Insurance-$1,054-$1,054
Total Functional Expenses$49,468$15,055$54$64,577
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$14,000$14,000→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Sophia uk limited, an entity in the united kingdom, had the power to elect or appoint two members to the governing body of sophia oxford, inc. Sophia uk limited used that power to previously reappoint the board chair and president. These positions are no longer held by these appointments.”

Form 990, Part VI, Section B, Line 11B

“This form 990 is shared with all members of the governing body via email for review and comment.”

Form 990, Part VI, Section B, Line 11B

“This form 900 was shared with all members of the governing body via email for review and comment.”

Form 990, Part VI, Section B, Line 12C

“Sophia oxford, inc has an established conflict of interest statement which all officers, directors and trustees are required to complete promply upon becoming aware of any conflict of interest. This policy and statement are reviewed and reiterrated at each annual meeting of the board of directors.”

Form 990, Part VI, Section B, Line 15A

“The process of determining compensation for the organization's ceo included a review of comparabilty data and approval by th board.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and finacial statements are made available upon request to the public.”

Filing and Contact Details

Filer

Filer Name
Sophia Oxford Inc
EIN
82-5328966
Phone
7814834111
Address
157 GRANITE STREET, ROCKPORT, MA 01966

Signing Officer

Name
Karen Bird
Title
President
Phone
7814834111
Signed
2023-12-05

Organization Details

Principal Officer
Karen Bird
Formed
2017
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Pamela C Boardway CPA Pc
Address
176 NORTH STREET, SALEM, MA 01970
Preparer
Pamela C Boardway CPA
Phone
9785948575
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract labor: program service expenses 9,212. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,212.”

Raw XML Appendix338 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOPHIA UK LIMITED, AN ENTITY IN THE UNITED KINGDOM, HAD THE POWER TO ELECT OR APPOINT TWO MEMBERS TO THE GOVERNING BODY OF SOPHIA OXFORD, INC. SOPHIA UK LIMITED USED THAT POWER TO PREVIOUSLY REAPPOINT THE BOARD CHAIR AND PRESIDENT. THESE POSITIONS ARE NO LONGER HELD BY THESE APPOINTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS FORM 990 IS SHARED WITH ALL MEMBERS OF THE GOVERNING BODY VIA EMAIL FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS FORM 900 WAS SHARED WITH ALL MEMBERS OF THE GOVERNING BODY VIA EMAIL FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOPHIA OXFORD, INC HAS AN ESTABLISHED CONFLICT OF INTEREST STATEMENT WHICH ALL OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO COMPLETE PROMPLY UPON BECOMING AWARE OF ANY CONFLICT OF INTEREST. THIS POLICY AND STATEMENT ARE REVIEWED AND REITERRATED AT EACH ANNUAL MEETING OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS OF DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO INCLUDED A REVIEW OF COMPARABILTY DATA AND APPROVAL BY TH BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINACIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRACT LABOR: PROGRAM SERVICE EXPENSES 9,212. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,212.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt029659
IRS990/TotalAssetsEOYAmt05665
IRS990/TotalAssetsGrp/BOYAmt029659
IRS990/TotalAssetsGrp/EOYAmt05665
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt054
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015055
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt049468
IRS990/TotalFunctionalExpensesGrp/TotalAmt064577
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt074421
IRS990/TotalLiabilitiesEOYAmt024777
IRS990/TotalLiabilitiesGrp/BOYAmt074421
IRS990/TotalLiabilitiesGrp/EOYAmt024777
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-44762
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-19112
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt049468
IRS990/TotalProgramServiceRevenueAmt052654
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt084977
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt090227
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029659
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05665
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0335 BISHOPS FOREST DR
IRS990/USAddress/CityNm0WALTHAM
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001452
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0SOPHIAOXFORD.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN BIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07814834111
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOPHIA OXFORD INC
ReturnHeader/Filer/BusinessNameControlTxt0SOPH
ReturnHeader/Filer/EIN0825328966
ReturnHeader/Filer/PhoneNum07814834111
ReturnHeader/Filer/USAddress/AddressLine1Txt0157 GRANITE STREET
ReturnHeader/Filer/USAddress/CityNm0ROCKPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001966
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822807159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAMELA C BOARDWAY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0176 NORTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001970
ReturnHeader/PreparerPersonGrp/PhoneNum09785948575
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA C BOARDWAY CPA
ReturnHeader/ReturnTs02023-12-11T08:44:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BIRD
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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