Nonprofit · EIN 27-1342162
OXFORD PREPARATORY ACADEMY
Tax-exempt · ALISO VIEJO, CA 92656
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $25,264,403 | $22,862,437 | $2,401,966 | $17,542,957 | $1,861,475 | $15,681,482 |
| June 30, 2024 | 990 | $24,071,461 | $22,872,874 | $1,198,587 | $15,457,779 | $2,237,651 | $13,220,128 |
| June 30, 2023 | 990 | $22,549,142 | $19,479,301 | $3,069,841 | $14,142,950 | $2,162,554 | $11,980,396 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $24,612,696
- of which government grants
- $24,598,823
- Program service revenue
- $225,417
- Investment income
- $407,209
- Net rental income
- $7,200
- Other revenue
- $19,081
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $759,263
- Other salaries and wages
- $11,870,832
- Salaries, compensation and benefits (total)
- $17,791,196
- Professional fundraising fees
- $0
- Legal fees
- $317,183
- Accounting fees
- $60,561
- Occupancy
- $836,963
- Travel
- $224,814
- Depreciation
- $316,834
- Program services (functional)
- $20,888,907
- Management and general (functional)
- $1,970,580
- Fundraising (functional)
- $2,950
Balance sheet and other
- Total assets, start of year
- $15,457,779
- Total assets, end of year
- $17,542,957
- Total liabilities, end of year
- $1,861,475
- Net assets, end of year
- $15,681,482
- Land, buildings and equipment
- $1,383,519
- Net assets without donor restrictions
- $15,681,482
- Gross receipts
- $25,264,403
- Employees
- 253
- Volunteers
- 6
- Year formed
- 2009
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHANIE HENRY | CHIEF ACADEMIC OFFICER Officer | 40 | $221,529 | $56,604 |
| MARGUERITE BURDETTE | CHANCELLOR/CAO (AS OF 06/2025) Officer | 40 | $167,230 | $49,969 |
| ROSA PALOMINO | DIRECTOR OF FISCAL SERVICES Key employee | 40 | $156,734 | $55,933 |
| ADAM WRIGHT | DEAN Key employee | 40 | $169,347 | $43,104 |
| KIMBERLY FRICKER | EXECUTIVE DIRECTOR Officer | 40 | $161,654 | $34,753 |
| GARRETT BRIDGES | DEAN Highest-paid employee | 40 | $137,446 | $45,579 |
| JACLYNN MERLETTE | DEAN Highest-paid employee | 40 | $136,306 | $37,345 |
| PATRICIA LUCKEROTH | DIRECTOR OF STUDENT SERVICES Highest-paid employee | 40 | $139,414 | $32,199 |
| BRYAN RECHTIEN | CHANCELLOR Highest-paid employee | 40 | $130,231 | $32,493 |
| MICHAEL LAURO | CHIEF BUSINESS OFFICER Officer | 40 | $107,192 | $32,954 |
| EVGENIYA OPANASIK | CHANCELLOR Highest-paid employee | 40 | $124,171 | $15,484 |
| AMY KERNAN | FORMER EXECUTIVE DIRECTOR Former | 0 | $108,122 | $28,986 |
| DAVID BARLEY | FORMER CHIEF OPERATIONS OFFICER Former | 0 | $102,213 | $30,677 |
| DELITE TRAVIS | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| AMY SMITH | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH FREILER | TREASURER Trustee or director, Officer | 2 | $0 |
| MICHAEL DELUNE | SECRETARY Trustee or director, Officer | 2 | $0 |
| SAMIR SHAH | MEMBER Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY KERNAN | EXECUTIVE DIRECTOR Officer | 40 | $225,372 | $55,390 |
| DAVID BARLEY | CHIEF OPERATIONS OFFICER Officer | 40 | $197,375 | $54,198 |
| STEPHANIE HENRY | CHIEF ACADEMIC OFFICER Officer | 40 | $195,081 | $48,379 |
| PATRICIA LUCKEROTH | DIRECTOR OF STUDENT SERVICES Key employee | 40 | $177,438 | $40,675 |
| ADAM WRIGHT | DEAN Key employee | 40 | $151,147 | $40,597 |
| ROSA PALOMINO | DIRECTOR OF FISCAL SERVICES Highest-paid employee | 40 | $144,526 | $42,396 |
| GARRETT BRIDGES | DEAN Highest-paid employee | 40 | $135,053 | $35,617 |
| KERRY VELEZ | CHANCELLOR Highest-paid employee | 40 | $120,358 | $39,779 |
| JACLYNN MERLETTE | DEAN Highest-paid employee | 40 | $123,657 | $25,998 |
| SARAH TAINO | SCHOOL PSYCHOLOGIST Highest-paid employee | 40 | $118,234 | $24,872 |
| PAUL KAGOO | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DELITE TRAVIS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DINELLI AGARWAL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| AMY SMITH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KIMBERLY FRICKER | EXECUTIVE DIRECTOR (AS OF 5/2024) Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY KERNAN | EXECUTIVE DIRECTOR Officer | 40 | $214,563 | $56,058 |
| DAVID BARLEY | CHIEF OPERATIONS OFFICER Officer | 40 | $182,943 | $46,094 |
| STEPHANIE HENRY | CHIEF ACADEMIC OFFICER Officer | 40 | $176,597 | $43,350 |
| PATRICIA LUCKEROTH | DIRECTOR OF STUDENT SERVICES Key employee | 40 | $167,961 | $30,233 |
| ROSA PALOMINO | DIRECTOR OF FISCAL SERVICES Highest-paid employee | 40 | $134,079 | $35,760 |
| GARRETT BRIDGES | DEAN Highest-paid employee | 40 | $127,586 | $37,235 |
| KERRY VELEZ | CHANCELLOR Highest-paid employee | 40 | $107,458 | $38,711 |
| JACLYNN MERLETTE | DEAN Highest-paid employee | 40 | $113,969 | $28,188 |
| SARAH TAINO | SCHOOL PSYCHOLOGIST Highest-paid employee | 40 | $113,680 | $28,117 |
| PAUL KAGOO | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DELITE TRAVIS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DINELLI AGARWAL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| AMY SMITH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 81 COLUMBIA STE 101, ALISO VIEJO, CA 92656-4113
- Mailing address (990-N for 2009)
- 5862 C STREET, CHINO CA 91710
- Principal officer (990 for 2024)
- BOARD PRESIDENT, 81 COLUMBIA SUITE 101, ALISO VIEJO, CA 92656
- Principal officer (990-N for 2009)
- DENISE HOBBENSEIFKEN, 5862 C STREET, CHINO CA 91710
- Signed the 990
- CHARLES HINMAN, INTERIM EXECUTIVE DIRECTOR
- Phone
- (949) 600-9050
- Return prepared by
- CHRISTY WHITE ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 27-1342162 or by the name OXFORD PREPARATORY ACADEMY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
WE BELIEVE THAT ALL STUDENTS ARE UNIQUE AND GIFTED INDIVIDUALS. WE ARE COMMITTED TO WORKING COLLABORATIVELY TO DEVELOP LIFE-LONG LEARNERS IN A SAFE AND CARING EDUCATIONAL ENVIRONMENT WHERE STUDENTS ARE CHALLENGED, SCHOLARSHIP IS EXPECTED, AND DIFFERENCES ARE VALUED.
Program accomplishments
- OXFORD PREPARATORY ACADEMY (OPA) OPERATES THREE (3) PUBLIC CHARTER SCHOOLS SERVING STUDENTS IN TRANSITIONAL KINDERGARTEN THROUGH GRADE EIGHT: OPA - SOUTH ORANGE COUNTY, OPA - SADDLEBACK VALLEY, AND OPA - MIDDLE SCHOOL. OPA'S VISION IS TO CREATE A CENTER FOR HIGHER LEARNING WHERE STUDENTS FROM TRANSITIONAL KINDERGARTEN TO EIGHTH GRADE ARE PREPARED TO PURSUE UNIVERSITY LEVEL ACADEMIC STUDIES, AS WELL AS GAIN SKILLS TO BE SUCCESSFUL IN THE GLOBAL COMMUNITY OF THE 21ST CENTURY. OUR STUDENTS DO NOT JUST MEET, BUT EXCEED GRADE LEVEL EXPECTATIONS AND BECOME CRITICAL THINKERS AS THEY ENGAGE WITH DYNAMIC TEACHING THAT MAKES THEM SELF-MOTIVATED, COMPETENT, AND LIFELONG LEARNERSExpenses $20,888,907 · revenue $225,417
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-1342162
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $17,542,957
- Income (IRS master file)
- $25,264,403
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $25,264,403 | $22,862,437 | $17,542,957 | IRS |
| 990 | June 2024 | $24,071,461 | $22,872,874 | $15,457,779 | IRS |
| 990 | June 2023 | $22,549,142 | $19,479,301 | $14,142,950 | XML |
| 990 | June 2022 | $17,492,612 | $16,160,175 | $10,044,420 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2009 Officer: DENISE HOBBENSEIFKEN | June 30, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-1342162).
Questions about OXFORD PREPARATORY ACADEMY
- What is the EIN of OXFORD PREPARATORY ACADEMY?
- The employer identification number (EIN) of OXFORD PREPARATORY ACADEMY is 27-1342162.
- Is OXFORD PREPARATORY ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to OXFORD PREPARATORY ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OXFORD PREPARATORY ACADEMY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OXFORD PREPARATORY ACADEMY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OXFORD PREPARATORY ACADEMY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OXFORD PREPARATORY ACADEMY?
- The 990 for the year ended June 30, 2025 names BOARD PRESIDENT.
- Who are the officers and directors of OXFORD PREPARATORY ACADEMY?
- The 990 for the year ended June 30, 2025 lists 18 people; 13 received compensation from the organization, the highest $221,529 (STEPHANIE HENRY, CHIEF ACADEMIC OFFICER).
- How much revenue does OXFORD PREPARATORY ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $25,264,403, expenses of $22,862,437 and total assets of $17,542,957 at year end.
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