OXBOW SCHOOL (EIN 943265708) - 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

1997

Legal Domicile

Principal Officer

JENNIFER JORDAN

Phone

7072556000

Tax Period

2023-07-01 to 2024-06-30

OXBOW SCHOOL, founded in 1997, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Net assets of $7.5M represent 28 months of operating reserves.

Mission

TO PROVIDE EDUCATION IN THE ARTS TO STUDENTS PRIMARILY IN 11TH AND 12TH GRADES. THE SCHOOL ALSO PROVIDES CURRICULUM COURSES IN ENGLISH, HISTORY, SCIENCE AND MATH TO THE STUDENTS.

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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 $230,194

Program Service Revenue $2,121,320

Investment Income $752,014

Other Revenue $54,566

TOTAL REVENUE $3,158,094

Expense Breakdown

Grants Paid $541,834

Salaries & Benefits $1,375,357

Fundraising Expenses $103,663

Program Expenses $1,722,170

Other Expenses $1,301,298

TOTAL EXPENSES $3,218,489

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,158,094	$2,922,544	+0.1%
Expenses	$3,218,489	$3,050,908	+0.1%
Net Income	$-60,395	$-128,364	-0.5%

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

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
BETH KARPFINGER	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
PETER WELTCHEK	TREASURER	10.00	Officer Director	$0	$0	$0
ANN HATCH	TRUSTEE	1.00	Director	$0	$0	$0
JORDAN FELLING	TRUSTEE	1.00	Director	$0	$0	$0
ROBIN HILL	TRUSTEE	1.00	Director	$0	$0	$0
CHARLOTTE WORSLEY	SECRETARY	10.00	Officer Director	$0	$0	$0
MARGIE DUCKSTAD	TRUSTEE	1.00	Director	$0	$0	$0
ANNE FOUGERON	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN FEDERMAN	TRUSTEE	1.00	Director	$0	$0	$0
BONNIE LLOYD	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA MANSON	TRUSTEE	1.00	Director	$0	$0	$0
PHILLIP MORRIS	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER JORDAN	HEAD OF SCHOOL	40.00	Highest	$132,209	$19,246	$151,455

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	$3,158,094	$3,218,489	$7,972,514	$-60,395
2023	$2,922,544	$3,050,908	$9,281,052	$-128,364
2022	$2,962,793	$2,808,551	$9,265,638	$154,242
2021	$1,471,465	$1,267,116	$9,238,661	$204,349

OXBOW SCHOOL