OXFORD ACADEMY SCHOLARSHIP PROGRAM (EIN 364762793) - 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

2013

Legal Domicile

Principal Officer

JODI CAREY

Phone

6078432025

Tax Period

2025-01-01 to 2025-12-31

OXFORD ACADEMY SCHOLARSHIP PROGRAM, founded in 2013, is a small nonprofit in the Education sector that reported $140K in total revenue in fiscal year 2025. The organization ran a surplus of $82K, a strong 59% operating margin.

Mission

THE MISSION OF THE OXFORD ACADEMY SCHOLARSHIP FOUNDATION IS TO EXPAND ACCESS TO HIGHER EDUCATION BY INVOLVING AND ASSISTING THE COMMUNITY IN THE SUPPORT OF STUDENTS AND IN THE ENCOURAGEMENT OF HIGHER LEVELS OF EDUCATIONAL ACHIEVEMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $6,240

Program Service Revenue $0

Investment Income $133,277

Other Revenue $0

TOTAL REVENUE $139,517

Expense Breakdown

Grants Paid $56,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,100

Other Expenses $1,339

TOTAL EXPENSES $57,439

Year-over-Year Comparison

	2025	2024	Change
Revenue	$139,517	$143,303	0.0%
Expenses	$57,439	$57,325	+0.0%
Net Income	$82,078	$85,978	0.0%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGO BARROWS	MEMBER	1.00	Director	$0	$0	$0
DAVID BRANHAM	MEMBER	1.00	Director	$0	$0	$0
MARY BRANHAM	MEMBER	1.00	Director	$0	$0	$0
MATTHEW DORMAN	MEMBER	1.00	Director	$0	$0	$0
CHRIS ROVENTE	MEMBER	1.00	Director	$0	$0	$0
KEN SEILER	MEMBER	1.00	Director	$0	$0	$0
GRAY STEVENS	MEMBER	1.00	Director	$0	$0	$0
JONATHAN COOLEY	MEMBER	1.00	Director	$0	$0	$0
JODI CAREY	PRESIDENT	1.00	Officer	$0	$0	$0
JON CAREY	VICE PRESIDENT	1.00	Officer	$0	$0	$0
SARAH PALMER	SECRETARY/TREASURER	1.00	Officer	$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
2025	$139,517	$57,439	$1,164,536	$82,078
2024	No data	No data	No data	No data
2023	$96,808	$67,811	$996,480	$28,997
2022	$117,594	$60,986	$967,483	$56,608
2021	$162,141	$62,953	$910,875	$99,188
2020	$117,866	$71,620	$811,687	$46,246
2019	$87,314	$61,982	$765,441	$25,332
2018	$106,584	$62,420	$740,109	$44,164

OXFORD ACADEMY SCHOLARSHIP PROGRAM