OXFORD DAY 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

2015

Legal Domicile

Principal Officer

LATRICE BENNETT

Phone

6502603152

Tax Period

2022-07-01 to 2023-06-30

OXFORD DAY ACADEMY, founded in 2015, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2022. Expenses of $1.9M left a modest 5% surplus.

Mission

OXFORD DAY ACADEMY (ODA) IS A PUBLIC CHARTER HIGH SCHOOL. ITS MISSION IS TO ENGAGE AND DEVELOP INTELLIGENT, COMPASSIONATE YOUNG LEADERS WITH THE CHARACTER, ABILITY, AND PASSION THAT THEY NEED TO CREATE POSITIVE CHANGE IN THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $1,642,094

THE ACADEMY IS A NONPROFIT BENEFIT CORPORATION UNDER THE LAWS OF THE STATE OF CALIFORNIA FOR THE PURPOSE OF MANAGING AND OPERATING A PUBLIC CHARTER SCHOOL LOCATED IN MENLO PARK, CALIFORNIA. THE...

THE ACADEMY IS A NONPROFIT BENEFIT CORPORATION UNDER THE LAWS OF THE STATE OF CALIFORNIA FOR THE PURPOSE OF MANAGING AND OPERATING A PUBLIC CHARTER SCHOOL LOCATED IN MENLO PARK, CALIFORNIA. THE ACADEMY IS ECONOMICALLY DEPENDENT ON STATE AND FEDERAL FUNDING. ITS NUMBER OF ANNUAL INSTRUCTIONAL DAYS IS 184 AND IT SERVED APPROXIMATELY 92 STUDENTS IN 2022-2023.

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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 $1,987,445

Program Service Revenue $0

Investment Income $26,525

Other Revenue $11,298

TOTAL REVENUE $2,025,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,119,076

Fundraising Expenses $0

Program Expenses $1,642,094

Other Expenses $801,891

TOTAL EXPENSES $1,920,967

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,025,268	$2,048,902	0.0%
Expenses	$1,920,967	$1,765,687	+0.1%
Net Income	$104,301	$283,215	-0.6%

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

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

$138,574

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LATRICE BENNETT	HEAD OF SCHOOL	40.00	Officer	$132,358	$6,216	$138,574
CHRISTINA MIRELES	PRESIDENT	2.00	Officer Director	$0	$0	$0
PATRISHA RAGINS	TREASURER	1.00	Officer Director	$0	$0	$0
ALEJANDRA MENDOZA	MEMBER	1.00	Director	$0	$0	$0
GEZSY NAVA	MEMBER	1.00	Director	$0	$0	$0
CYNTHIA TAPIA	MEMBER	1.00	Director	$0	$0	$0
MARTIN FARFAN	MEMBER	40.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,025,268	$1,920,967	$1,747,688	$104,301
2022	$2,048,902	$1,765,687	$1,376,525	$283,215
2021	$2,176,850	$1,898,137	$1,001,083	$278,713
2020	$1,806,719	$2,034,893	$882,527	$-228,174
2019	$2,106,032	$2,015,652	$869,795	$90,380
2018	$1,679,547	$1,450,327	$824,942	$229,220