2020-05-29T09:41:33-05:00 2019-06-30 592831281 CALER DONTEN LEVINE ET AL PA 505 SOUTH FLAGLER DR 900 WEST PALM BEACH FL 334015948 990 2018-07-01 943435402 OXBRIDGE ACADEMY FOUNDATION INC OXBR 5619729600 3151 NORTH MILITARY TRAIL WEST PALM BEACH FL 33409 SAMUEL CRUZ V PRES & CHIEF FINANCIAL OFFICER 5619729600 2020-05-22 1 THOMAS A PENCE JR P00141013 5618329292 75.147.220.17 2020-05-22 14:48:37 ED P DD39ACB6756C079AA17F6A603B3D846F7BD36D72 68F009FCBDDA414A3B514E3F8BA278736A082D87 2018 2021-01-29 14:40:06Z OXBRIDGE ACADEMY SAMUEL CRUZ 3151 NORTH MILITARY TRAIL WEST PALM BEACH FL 33409 20581039 0 X WWW.OAPB.ORG X 2008 FL TO OWN AND OPERATE A NON-PROFIT, INDEPENDENT HIGH SCHOOL. 12 11 213 80 0 0 9632501 7725971 11300280 12647350 21447 -23248 97828 32106 21052056 20382179 0 0 0 0 11473813 11369829 0 0 210820 8543391 8042904 20017204 19412733 1034852 969446 62302524 60672496 33984473 31352099 28318051 29320397 TO INSPIRE WISDOM THROUGH LEARNING IN AN ENVIRONMENT THAT FOSTERS INQUIRY, COLLABORATION, INNOVATION AND PERSONAL DISCOVERY. 0 0 14664812 12641123 OPERATION OF A NON-PROFIT, PRIVATE, CO-EDUCATIONAL, INDEPENDENT HIGH SCHOOL. 14664812 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 51 0 1 213 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X X SAMUEL CRUZ 5619729600 3151 NORTH MILITARY TRAIL WEST PALM BEACH FL 33409 WILLIAM I KOCH CHAIRMAN 3.00 X X 0 0 0 RICHARD CALLAHAN SECRETARY 1.00 X X 0 0 0 DARLENE JORDAN DIRECTOR 1.00 X 0 0 0 ROBERT KAUFMANN CHAIRMAN OF EXEC COMMITTEE 1.00 X 0 0 0 KARIN LUTER DIRECTOR 1.00 X 0 0 0 DAVID ROSOW PRESIDENT & CEO 1.00 X X 0 0 0 ROBERT SIMSES DIRECTOR 1.00 X 0 0 0 SEAN MCGOULD CHAIRMAN INV & DEV COMMITTEES 1.00 X 0 0 0 KEN KAHN DIRECTOR 1.00 X 0 0 0 AMANDA SCHUMACHER DIRECTOR 1.00 X 0 0 0 MATTHEW SMITH DIRECTOR 1.00 X 0 0 0 RALPH E MAURER HEAD OF SCHOOL 45.00 X X 383596 0 30801 SAMUEL J CRUZ TREASURER, VP, CFO 45.00 X 226884 0 15748 SCOTT HUMPHREY ASST SECRETARY & GENERAL COUNSEL 1.00 X 0 0 0 JOHN KLEMME ENGLISH TEACHER 45.00 X 217798 0 15238 STANLEY ROSS DEAN OF STUDENTS 45.00 X 153647 0 26148 PATRICK J HOLLERN ATHLETIC DIRECTOR 45.00 X 117540 0 24949 CRAIG J MEISTER DIRECTOR OF COLLEGE COUNSELING 45.00 X 135368 0 24660 BRANDON M MURRAY DIRECTOR OF IT 45.00 X 121204 0 11521 KELLY L PRISCO DIRECTOR OF PHYSICAL THERAPY 45.00 X 121004 0 20112 ANNE E REILLY ACTING ACADEMIC DEAN 45.00 X 128150 0 6242 DENNIS YUZENAS FORMER DIRECTOR OF ADMISSIONS 45.00 X 128282 0 24494 1733473 0 199913 15 1 1 0 RALPH DELLA-PIETRA INC 880 JUPITER PARK DRIVE JUPITER FL 33458 HVAC & CONSTRUCTION SERVICES 1848759 CHENEY BROTHERS ONE CHENEY WAY RIVIERA BEACH FL 334047000 FOOD SERVICE & EQUIPMENT 484393 JUPITER SCHOOL BUS SERVICE INC PO BOX 7975 JUPITER FL 334687975 TRANSPORTATION SERVICES 293290 COVERALL NORTH AMERICA 2541 METROCENTRE BLVD SUITE 1 WEST PALM BEACH FL 33407 CLEANING SERVICES 286964 WISCH & JACKSON CO OF FLORIDA INC 861 JUPITER PARK DR STE A JUPITER FL 33458 HVAC & CONSTRUCTION SERVICES 231453 8 7725971 50674 7725971 SCHOOL TUITION 611110 11721628 11721628 AUXILIARY SERVICES 611110 925722 925722 12647350 19325 19325 9918 0 9918 9918 9918 118573 8408 152738 -8408 -34165 -42573 -34165 -8408 12150 7982 4168 4168 47752 29732 18020 18020 20382179 12641123 0 15085 800059 658614 135188 6257 8470994 6973383 1431362 66249 192285 158251 32496 1538 1274706 1049083 215425 10198 631785 546456 80030 5299 36164 10153 17430 8581 51225 14381 24689 12155 378052 117426 175692 84934 94902 47451 47451 79332 46275 33014 43 176031 88653 87378 519699 306654 210951 2094 78193 41174 36409 610 772514 540760 231754 1666614 1166630 499984 488575 342002 146573 REPAIRS & MAINTENANCE 1228687 308308 920379 FOOD SERVICES 747587 742925 4564 98 FIELD TRIPS 497164 496939 225 DEPARTMENT EXPENSES 442191 406557 24714 10920 785974 602737 181393 1844 19412733 14664812 4537101 210820 8605126 7829179 5710502 4068334 25950 222112 18363 10871 50986 57394 471757 693596 55431843 9114127 45884983 46317716 1534857 1473294 62302524 60672496 1217414 956412 6408068 5395392 26358991 25000295 33984473 31352099 X 26839895 27600131 431681 628395 1046475 1091871 28318051 29320397 62302524 60672496 969446 32900 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1046475 45396 1091871 1015292 31183 1046475 1001638 13654 1015292 1000338 1000 300 1001638 1000067 271 1000338 1.00000 0 0 13409345 13409345 35288585 4360421 30928164 6733913 4753706 1980207 46317716 X 20486958 32900 37714 70614 20416344 -34165 -34165 20382179 19484612 37714 37714 19446898 -34165 -34165 19412733 PART V, LINE 4: OXBRIDGE ACADEMY FOUNDATION, INC. INTENDS TO USE THE ENDOWMENT FUNDS TO SERVE THE PURPOSE OF CONTRIBUTING TO THE FUTURE FINANCIAL NEEDS OF THE INSTITUTION. PART X, LINE 2: THE SCHOOL EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH STATES THAT MANAGEMENT'S DETERMINATION OF THE TAXABLE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A TAX-EXEMPT, NOT-FOR-PROFIT ENTITY, IS A TAX POSITION SUBJECT TO THE STANDARDS REQUIRED FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT DOES NOT BELIEVE THAT THE SCHOOL HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 29,732. DIRECT FUNDRAISING EXPENSES 7,982. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS -34,165. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 29,732. DIRECT FUNDRAISING EXPENSES 7,982. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS -34,165. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 GOLF TOURNAMENT 12150 12150 7982 12150 12150 7982 7982 4168 X X X 1 0 0 0 0 0 0 0 0 RALPH E MAURER HEAD OF SCHOOL 383596 0 0 0 0 0 10800 0 20001 0 414397 0 0 0 SAMUEL J CRUZ TREASURER, VP, CFO 226884 0 0 0 0 0 9145 0 6603 0 242632 0 0 0 JOHN KLEMME ENGLISH TEACHER 214710 0 3088 0 0 0 8635 0 6603 0 233036 0 0 0 STANLEY ROSS DEAN OF STUDENTS 146824 0 6823 0 0 0 6147 0 20001 0 179795 0 0 0 CRAIG J MEISTER DIRECTOR OF COLLEGE COUNSELING 135368 0 0 0 0 0 5739 0 18921 0 160028 0 0 0 DENNIS YUZENAS FORMER DIRECTOR OF ADMISSIONS 107270 0 0 0 21012 0 4493 0 20001 0 152776 0 0 0 A PALM BEACH COUNTY FLORIDA 596000785 NONEAVAIL 2014-07-01 24200000 PURCHASE OXBRIDGE ACADEMY FOUNDATION, INC.'S CAMPUS 0 0 0 B PALM BEACH COUNTY FLORIDA 596000785 NONEAVAIL 2017-06-22 5000000 IMPROVEMENTS TO OXBRIDGE ACADEMY FOUNDATION, INC.'S CAMPUS 0 0 0 C PALM BEACH COUNTY FLORIDA 596000785 NONEAVAIL 2017-06-22 2000000 IMPROVEMENTS TO OXBRIDGE ACADEMY FOUNDATION, INC.'S CAMPUS 0 0 0 A 24200000 410596 23789404 2014 0 0 1 1 B 5000000 234088 3803310 965602 0 0 0 0 C 2000000 2000000 0 0 0 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 X 3 50674 STOCK EXCHANGE 0 0 1 PART I, LINE 32B: ANY NON-CASH CONTRIBUTIONS OF MARKETABLE SECURITIES ARE DELIVERED TO THE ORGANIZATIONS INVESTMENT ADVISORS IN ORDER TO BE SOLD. THE INVESTMENT ADVISORS HANDLE THIS TRANSACTION. FORM 990, PART VI, SECTION A, LINE 2 RICHARD P. CALLAHAN MAINTAINS A BUSINESS RELATIONSHIP WITH WILLIAM I. KOCH. DAVID ROSOW MAINTAINS A BUSINESS RELATIONSHIP WITH WILLIAM I. KOCH. FORM 990, PART VI, SECTION A, LINE 6 EACH MEMBER IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE AT A MEETING OF THE MEMBERS. NO MEMBER IS ENTITLED TO ANY DIVIDEND OR ANY PART OF THE INCOME OF THE CORPORATION, OR TO SHARE IN THE DISTRIBUTION OF THE CORPORATE ASSETS UPON DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE ELECTED BY THE MEMBERS AT THE BOARD MEETING OF THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT AND THEN REVIEWED WITH THE CEO/PRESIDENT AND THE TREASURER OF THE FOUNDATION BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES AN ANNUAL FORM TO BE COMPLETED BY EACH BOARD MEMBER DECLARING ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION CONSULTS WITH INDEPENDENT SEARCH FIRMS TO SEARCH FOR INDIVIDUALS AND PROVIDE COMPENSATION DATA. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC.