OXFORD PREPARATORY ACADEMY

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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

2009

Legal Domicile

Phone

9496009050

Tax Period

2022-07-01 to 2023-06-30

OXFORD PREPARATORY ACADEMY, founded in 2009, is a mid-sized nonprofit in the Education sector that reported $22.5M in total revenue in fiscal year 2022. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $19.5M left a modest 14% surplus.

Mission

WE BELIEVE THAT ALL STUDENTS ARE UNIQUE AND GIFTED INDIVIDUALS. WE ARE COMMITTED TO WORKING COLLABORATIVELY TO DEVELOP LIFE-LONG LEARNERS IN A SAFE AND CARING EDUCATIONAL ENVIRONMENT WHERE STUDENTS ARE CHALLENGED, SCHOLARSHIP IS EXPECTED, AND DIFFERENCES ARE VALUED.

Program Service Accomplishments

Program 1

Expenses: $17,859,213 Revenue: $244,317

THE ORGANIZATION OPERATED TWO (2) PUBLIC CHARTER SCHOOLS SERVING STUDENTS IN TRANSITIONAL KINDERGARTEN THROUGH GRADE EIGHT: OXFORD PREPARATORY ACADEMY - SOUTH ORANGE COUNTY, AND OXFORD PREPARATORY...

THE ORGANIZATION OPERATED TWO (2) PUBLIC CHARTER SCHOOLS SERVING STUDENTS IN TRANSITIONAL KINDERGARTEN THROUGH GRADE EIGHT: OXFORD PREPARATORY ACADEMY - SOUTH ORANGE COUNTY, AND OXFORD PREPARATORY ACADEMY - SADDLEBACK VALLEY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $22,261,892

Program Service Revenue $244,317

Investment Income $42,933

Other Revenue $0

TOTAL REVENUE $22,549,142

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,707,741

Fundraising Expenses $2,609

Program Expenses $17,859,213

Other Expenses $4,771,560

TOTAL EXPENSES $19,479,301

Year-over-Year Comparison

	2022	2021	Change
Revenue	$22,549,142	$17,492,612	+0.3%
Expenses	$19,479,301	$16,160,175	+0.2%
Net Income	$3,069,841	$1,332,437	+1.3%

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

339

Volunteers

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

$719,605

Total Directors

Key Employees

$198,194

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL KAGOO	PRESIDENT	2.00	Officer Director	$0	$0	$0
DELITE TRAVIS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DINELLI AGARWAL	TREASURER	2.00	Officer Director	$0	$0	$0
AMY SMITH	SECRETARY	2.00	Officer Director	$0	$0	$0
AMY KERNAN	EXECUTIVE DIRECTOR	40.00	Officer	$214,563	$56,058	$270,621
DAVID BARLEY	CHIEF OPERATIONS OFFICER	40.00	Officer	$182,943	$46,094	$229,037
STEPHANIE HENRY	CHIEF ACADEMIC OFFICER	40.00	Officer	$176,597	$43,350	$219,947
PATRICIA LUCKEROTH	DIRECTOR OF STUDENT SERVICES	40.00	Key Emp	$167,961	$30,233	$198,194
ROSA PALOMINO	DIRECTOR OF FISCAL SERVICES	40.00	Highest	$134,079	$35,760	$169,839
SARAH TAINO	SCHOOL PSYCHOLOGIST	40.00	Highest	$113,680	$28,117	$141,797
GARRETT BRIDGES	DEAN	40.00	Highest	$127,586	$37,235	$164,821
JACLYNN MERLETTE	DEAN	40.00	Highest	$113,969	$28,188	$142,157
KERRY VELEZ	CHANCELLOR	40.00	Highest	$107,458	$38,711	$146,169

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$22,549,142	$19,479,301	$14,142,950	$3,069,841
2022	$17,492,612	$16,160,175	$10,044,420	$1,332,437
2021	$15,190,265	$12,918,868	$8,703,539	$2,271,397
2020	$15,310,768	$13,398,953	$5,766,914	$1,911,815
2019	$13,360,485	$13,601,128	$4,265,515	$-240,643
2018	$13,584,245	$15,655,379	$4,950,923	$-2,071,134