OXFORD ACADEMY INC (EIN 222809363) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

ROBIN D SOGGE

Phone

8603996805

Tax Period

2023-09-01 to 2024-08-31

OXFORD ACADEMY INC, founded in 1986, is a community nonprofit in the Education sector that reported $4.0M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF OXFORD ACADEMY IS TO PROVIDE YOUNG MEN WITH A SUCCESSFUL EXPERIENCE THROUGH ONE-TO-ONE INSTRUCTION, A STRUCTURED BOARDING ENVIRONMENT AND A CLOSE, CARING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $328,255

Program Service Revenue $3,619,159

Investment Income $55,609

Other Revenue $12,771

TOTAL REVENUE $4,015,794

Expense Breakdown

Grants Paid $583,000

Salaries & Benefits $2,330,779

Fundraising Expenses $114,585

Program Expenses $2,970,326

Other Expenses $1,241,556

TOTAL EXPENSES $4,155,335

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,015,794	$3,446,678	+0.2%
Expenses	$4,155,335	$3,681,551	+0.1%
Net Income	$-139,541	$-234,873	-0.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$311,499

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILLIP COCCHIOLA	HEAD OF SCHO	40.00	Key Emp	$242,308	$69,191	$311,499
RICHARD BRAINERD	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM COCHRAN	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD CONNELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD FERNANDES	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ROSEMARY FITZGERALD	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN GREELEY	TRUSTEE	1.00	Director	$0	$0	$0
JAEMI PENNINGTON	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT CARY PEW	TRUSTEE	1.00	Director	$0	$0	$0
EVAN POWELL	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN POWER	TRUSTEE	1.00	Director	$0	$0	$0
LUCAS VAN PRAAG	TRUSTEE	1.00	Director	$0	$0	$0
ROBIN D SOGGE	CFO	40.00	Director	$0	$0	$0
LAWRENCE STAAT	TRUSTEE	1.00	Director	$0	$0	$0
JOHN STONE	TRUSTEE	1.00	Director	$0	$0	$0
NINA VIANESE	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN YOUNG	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$4,015,794	$4,155,335	$7,998,544	$-139,541
2023	$3,446,678	$3,681,551	$7,979,681	$-234,873
2022	$3,479,875	$3,532,737	$7,978,274	$-52,862
2021	$3,759,844	$3,289,064	$8,246,368	$470,780
2020	$3,340,300	$2,927,631	$7,968,633	$412,669
2019	$3,346,777	$3,072,773	$7,500,830	$274,004
2018	$2,886,458	$2,759,563	$7,004,520	$126,895

OXFORD ACADEMY INC