Oxford West Foundation

Nonprofit profile at a glance

EIN
274070490
IRS 990-EZ coverage
2012–2015
Forms available
Form 990 2011, Form 990-EZ 2015
Location
Saratoga, CA, USA
Phone
4088902905
Rating
35
Verdict
REVIEW
Rating confidence
Moderate
Sector
Elementary, Secondary Education, K - 12

Reported finances

Revenue
$3
Expenses
$1,612
Assets
$31,872
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • MAX DUGANNE (PRESIDENT)
  • RICHARD WALLACE (VICE PRESIDENT)

People named in this filing

  • MAX DUGANNE (PRESIDENT)
  • SADIQA STELZNER (TREASURER/CFO)
  • RICHARD WALLACE (VICE PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the oxford west foundation is to support organizations that provide services to students who reflect a diversity of interests and talents as well as a wide range of racial, social, cultural and economic backgrounds, and believe that education should be a highly personal experience, which encourages conceptual and innovative thinking and intellectual development. In the past we have provided administrative and financial support to concord prep high school. Concord prep is now closed, so going forward the oxford west foundation will support organizations with similar goals.

What it reported doing in 2015

Since the closing of concord prep high school, oxford west plans to support other organizations with similar educational goals. No grants were made in the current year.subsequent to year-end, the board decided to close oxford west and donate the remaining assets to another non-profit organization and it is expected that this will be completed by june 30, 2017.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 44
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -53,633.3%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 19.77; rating input score 96; 96th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 75; 75th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: -76% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: -96.8% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: -23% per year; rating input score 0; 12th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2012 to 2015
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Sustainability: Operating margin scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 57/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.