OXBOW SCHOOL

EIN: 943265708 501(c)(3) Education

NAPA, CA

Total Revenue
$3,158,094
Total Expenses
$3,218,489
Total Assets
$7,972,514
Net Assets
$7,485,302
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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
CA
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

THE OXBOW SCHOOL IS A UNIQUE, INTERDISCIPLINARY SEMESTER PROGRAM FOR HIGH SCHOOL STUDENTS. OUR MISSION IS TO STRENGTHEN STUDENTS' ABILITIES IN CREATIVE AND CRITICAL INQUIRY BY COMBINING RIGOROUS STUDIO ART PRACTICE WITH INNOVATIVE ACADEMICS. OUR VISION IS FOR OXBOW STUDENTS TO DEVELOP A STRONGER SENSE OF IDENTITY, SELF-WORTH, AND THE CONFIDENCE TO EMBRACE THE RESPONSIBILITY FOR THEIR OWN LEARNING AND LIVES.

Program Service Accomplishments

Program 1
Expenses: $1,722,170 Revenue: $2,121,320

THE OXBOW SCHOOL IS AN INNOVATIVE, INTERDISCIPLINARY SEMESTER PROGRAM FOR HIGH SCHOOL JUNIORS, SENIORS AND POST-GRAD STUDENTS. OUR MISSION IS TO STRENGTHEN STUDENTS' ABILITIES IN CREATIVE AND...

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THE OXBOW SCHOOL IS AN INNOVATIVE, INTERDISCIPLINARY SEMESTER PROGRAM FOR HIGH SCHOOL JUNIORS, SENIORS AND POST-GRAD STUDENTS. OUR MISSION IS TO STRENGTHEN STUDENTS' ABILITIES IN CREATIVE AND CRITICAL INQUIRY BY COMBINING RIGOROUS STUDIO ART PRACTICE WITH INNOVATIVE ACADEMICS. OXBOW STUDENTS DEVELOP A NEW SENSE OF IDENTITY, SELF-WORTH AND CONFIDENCE THAT ENABLES THEM TO TAKE MORE RESPONSIBILITY OVER THEIR LIVES.

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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%)

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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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Governance

Voting Members
12
Independent Members
12
Employees
28
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
3
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
1
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
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