OXFORD FOUNDATION (EIN 382997476) - 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

1991

Legal Domicile

Principal Officer

RICHARD D MCLELLAN

Phone

5172902559

Tax Period

2023-01-01 to 2023-12-31

OXFORD FOUNDATION, founded in 1991, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $33K in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6K, a strong 18% operating margin.

Mission

THE OXFORD FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING TO CARRY OUT ANY LAWLFUL PURPOSE PERMITTED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

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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 $33,200

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $33,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,675

Other Expenses $27,270

TOTAL EXPENSES $27,270

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,200	$346,670	-0.9%
Expenses	$27,270	$353,082	-0.9%
Net Income	$5,930	$-6,412	-1.9%

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
RICHARD D MCLELLAN	PRESIDENT, D	N/A	Officer Director	$0	$0	$0
CHARLES R PERRICONE	DIRECTOR	N/A	Director	$0	$0	$0
DON COOPER	DIRECTOR	N/A	Director	$0	$0	$0
GREGORY VADNAIS	DIRECTOR	N/A	Director	$0	$0	$0
SUSY HEINTZ	DIRECTOR	N/A	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
2023	$33,200	$27,270	$16,470	$5,930
2022	$346,670	$353,082	$10,540	$-6,412

OXFORD FOUNDATION