Oxford Educational Foundation (EIN 232774066) - 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

1994

Legal Domicile

Principal Officer

Stephen Roberts

Phone

6109327200

Tax Period

2024-07-01 to 2025-06-30

Oxford Educational Foundation, founded in 1994, is a small nonprofit in the Education sector that reported $350K in total revenue in fiscal year 2024. The organization ran a surplus of $135K, a strong 39% operating margin.

Mission

Enhance the quality of education in the Oxford Area School District and contribute to the success of Oxford students by generating financial support to maximize the use of community volunteers in the schools and to enrich curricular and co-curricular activities of the school district.

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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 (2024)

Revenue Breakdown

Contributions & Grants $210,523

Program Service Revenue $0

Investment Income $133,518

Other Revenue $5,788

TOTAL REVENUE $349,829

Expense Breakdown

Grants Paid $133,596

Salaries & Benefits $42,180

Fundraising Expenses $1,938

Program Expenses $183,205

Other Expenses $38,776

TOTAL EXPENSES $214,552

Year-over-Year Comparison

	2024	2023	Change
Revenue	$349,829	$354,546	0.0%
Expenses	$214,552	$243,968	-0.1%
Net Income	$135,277	$110,578	+0.2%

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

100

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

$24,978

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephen Roberts	President	10.00	Officer Director	$0	$0	$0
Etha McDowell	Vice President	2.50	Officer Director	$0	$0	$0
Roberta McManus	Secretary	10.00	Officer Director	$0	$0	$0
Pam Mason	Treasurer	2.50	Officer Director	$0	$0	$0
Beth Baity	Director	2.00	Director	$0	$0	$0
Patricia Hannon	Director	2.00	Director	$0	$0	$0
Ralph Hartgrove	Director	2.00	Director	$0	$0	$0
Carolyn Hess	Director	9.00	Director	$0	$0	$0
John Kozakowski	Director	2.00	Director	$0	$0	$0
Kayla Kodish	Director	1.00	Director	$0	$0	$0
Geoff Henry	Director	2.00	Director	$0	$0	$0
Emmie Fay	Director	2.00	Director	$0	$0	$0
James Herr	Director	2.00	Director	$0	$0	$0
Dr Raymond Fischer	Executive Director	20.00	Key Emp	$24,978	$0	$24,978

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
2025	$349,829	$214,552	$1,337,843	$135,277
2024	$354,546	$243,968	$1,224,971	$110,578
2023	$281,791	$197,658	$1,090,988	$84,133
2022	$263,717	$172,564	$1,007,855	$91,153
2021	$279,976	$112,169	$914,502	$167,807
2020	$118,973	$129,054	$747,143	$-10,081
2019	$132,115	$135,530	$757,052	$-3,415
2018	$96,346	$207,771	$762,628	$-111,425

Oxford Educational Foundation