OXBRIDGE ACADEMY FOUNDATION INC (EIN 943435402) - 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

2008

Legal Domicile

Principal Officer

REBECCA DE JESUS

Phone

5619729600

Tax Period

2023-07-01 to 2024-06-30

OXBRIDGE ACADEMY FOUNDATION INC, founded in 2008, is a mid-sized nonprofit in the Education sector that reported $29.9M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

TO OWN AND OPERATE A NONPROFIT, INDEPENDENT MIDDLE AND HIGH SCHOOL.

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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 $3,884,459

Program Service Revenue $25,364,829

Investment Income $499,278

Other Revenue $168,840

TOTAL REVENUE $29,917,406

Expense Breakdown

Grants Paid $5,412,700

Salaries & Benefits $14,648,170

Fundraising Expenses $1,316,129

Program Expenses $25,946,960

Other Expenses $9,900,670

TOTAL EXPENSES $29,961,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,917,406	$26,191,381	+0.1%
Expenses	$29,961,540	$27,214,369	+0.1%
Net Income	$-44,134	$-1,022,988	-1.0%

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

221

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

$741,275

Total Directors

Key Employees

$786,182

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ROSOW	PRESIDENT/CEO	5.00	Officer Director	$0	$0	$0
WILLIAM I KOCH	CHAIRMAN	3.00	Officer Director	$0	$0	$0
SCOTT HUMPHREY	SECRETARY	1.00	Officer Director	$0	$0	$0
SIMONE BONUTTI	DIRECTOR	1.00	Director	$0	$0	$0
JAY BOODHESHWAR	DIRECTOR	1.00	Director	$0	$0	$0
JAMES GOLDEN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT KAUFMANN	DIRECTOR	3.00	Director	$0	$0	$0
DAVID MACK	DIRECTOR	1.00	Director	$0	$0	$0
SEAN MCGOULD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SIMSES	DIRECTOR	1.00	Director	$0	$0	$0
RALPH MAURER	HEAD OF SCHOOL	50.00	Officer	$469,218	$34,977	$504,195
REBECCA DE JESUS	CHIEF BUSINESS OFFICER/TREASURER	50.00	Officer	$217,298	$19,782	$237,080
COURTNEY PORTLOCK	ASSISTANT HEAD OF SCHOOL	50.00	Key Emp	$213,036	$32,974	$246,010
SCOTT SIEGFRIED	DIRECTOR OF ADVANCEMENT	50.00	Key Emp	$226,541	$32,912	$259,453
STANLEY ROSS	DIRECTOR OF ATHLETICS	50.00	Key Emp	$172,662	$108,057	$280,719
KELLY PRISCO	DIRECTOR OF HEALTH AND WELLNESS	50.00	Highest	$142,771	$23,995	$166,766
ZOE LOSADA	DIRECTOR OF COLLEGE COUNSELING	50.00	Highest	$116,497	$20,680	$137,177
JANET OUTLAW	DEPARTMENT CHAIR, LEARNING SUPPORT	50.00	Highest	$110,634	$22,736	$133,370
JOHN KLEMME	DEPARTMENT CHAIR, ENGLISH	50.00	Highest	$116,122	$12,843	$128,965
RAINEY WYATT	MIDDLE SCHOOL DIRECTOR	50.00	Highest	$115,808	$22,682	$138,490

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	$29,917,406	$29,961,540	$69,712,945	$-44,134
2023	$26,191,381	$27,214,369	$68,614,668	$-1,022,988
2022	$20,467,557	$19,335,308	$56,839,891	$1,132,249
2021	$19,905,008	$18,815,284	$65,288,192	$1,089,724
2020	$17,922,066	$19,569,513	$58,213,940	$-1,647,447
2019	$20,382,179	$19,412,733	$60,672,496	$969,446
2018	$21,052,056	$20,017,204	$62,302,524	$1,034,852

OXBRIDGE ACADEMY FOUNDATION INC