2026-05-04T16:39:31-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 943435402 OXBRIDGE ACADEMY FOUNDATION INC OXBR 5619729600 3151 NORTH MILITARY TRAIL WEST PALM BEACH FL 33409 REBECCA DE JESUS CHIEF BUSINESS OFFICER/TREASURER 5619729600 2026-05-04 1 1 MATTHEW PETROSKI P00853132 9257902600 2026-04-30 2024 2025-03-06 01:10:19Z OXBRIDGE ACADEMY REBECCA DE JESUS 3151 NORTH MILITARY TRAIL WEST PALM BEACH FL 33409 32348565 0 X WWW.OAPB.ORG X 2008 FL TO OWN AND OPERATE A NONPROFIT, INDEPENDENT MIDDLE AND HIGH SCHOOL. 13 13 223 30 0 0 3884459 2841785 25364829 27141017 499278 199507 168840 909236 29917406 31091545 5412700 4803400 0 0 14648170 15960902 0 0 903790 9900670 9837320 29961540 30601622 -44134 489923 69712945 70664234 40498275 40958429 29214670 29705805 TO EMPOWER STUDENTS THROUGH A DISTINCTIVE CURRICULUM, AN ENRICHING ENVIRONMENT, AND AN EXPERT FACULTY TO NAVIGATE THEIR EDUCATIONAL JOURNEY WITH AGILITY, CONFIDENCE, AND PURPOSE. 0 0 26440099 4803400 27166744 A NONPROFIT, PRIVATE, COEDUCATIONAL, INDEPENDENT MIDDLE AND HIGH SCHOOL. THE SCHOOL IS LOCATED IN WEST PALM BEACH, FLORIDA AND SERVED APPROXIMATELY 620 STUDENTS FOR THE YEAR ENDED JUNE 30,2025. 26440099 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 44 0 1 223 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 1 0 1 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X REBECCA DE JESUS 5619729600 3151 NORTH MILITARY TRAIL WEST PALM BEACH FL 33409 DAVID ROSOW PRESIDENT/CEO 5.00 X X 0 0 0 WILLIAM I KOCH CHAIRMAN 3.00 X X 0 0 0 SCOTT HUMPHREY SECRETARY 1.00 X X 0 0 0 CHRISTIAN ANGLE DIRECTOR 1.00 X 0 0 0 GREG BELTON DIRECTOR 1.00 X 0 0 0 SIMONE BONUTTI DIRECTOR 1.00 X 0 0 0 JAY BOODHESHWAR DIRECTOR (THRU 02/25) 1.00 X 0 0 0 TAYLOR GERHARDT DIRECTOR 1.00 X 0 0 0 JAMES GOLDEN DIRECTOR 1.00 X 0 0 0 ALISON P GOMEZ DE LA VEGA DIRECTOR 1.00 X 0 0 0 ROBERT KAUFMANN DIRECTOR 3.00 X 0 0 0 DAVID MACK DIRECTOR 1.00 X 0 0 0 SUSAN MACKENZIE DIRECTOR 1.00 X 0 0 0 SEAN MCGOULD DIRECTOR 1.00 X 0 0 0 ROBERT SIMSES DIRECTOR (THRU 12/24) 1.00 X 0 0 0 RALPH MAURER HEAD OF SCHOOL 50.00 X 497942 0 35492 REBECCA DE JESUS CHIEF BUSINESS OFFICER/TREASURER 50.00 X 238076 0 27714 SCOTT SIEGFRIED DIRECTOR OF ADVANCEMENT 50.00 X 207474 0 38593 STANLEY ROSS DIRECTOR OF ATHLETICS 50.00 X 182174 0 37941 KELLY PRISCO DIRECTOR OF HEALTH AND WELLNESS 50.00 X 152104 0 24775 RAINEY WYATT MIDDLE SCHOOL DIRECTOR 50.00 X 124376 0 23544 ZOE LOSADA DIRECTOR OF COLLEGE COUNSELING 50.00 X 120574 0 22914 JOHN KLEMME DEPT. CHAIR, ENGLISH (THRU 10/24) 50.00 X 203893 0 11215 JOHN PERLETTE ASSISTANT HOS 50.00 X 119524 0 9553 COURTNEY PORTLOCK FORMER ASSISTANT HOS 50.00 X 114270 0 14950 1960407 0 246691 11 1 1 0 ALPHA TRANSPORTATION SERVICES 7750 OKEECHOBEE BLVD STE 5 WEST PALM BEACH FL 33411 SCHOOL BUS SERVICES 487949 TACTICAL SECURITY CONSULTANTS INC 1402 CLYDESDALE DRIVE LOXAHATCHEE FL 33470 SECURITY SERVICES 373928 CLEAN SPACE INC 3764 NW 124TH AVENUE CORAL SPRINGS FL 33065 CLEANING & JANITORIAL SERVICES 307701 CAMPANY ROOF MAINTENANCE ROOFING DIVISIO 917 28TH STREET WEST PALM BEACH FL 33407 ROOF REPAIRS & MAINTENANCE 234337 4 189685 2652100 78622 2841785 SCHOOL TUITION 611110 26242478 26242478 AUXILIARY SERVICES 611110 898539 898539 27141017 177876 177876 487388 0 487388 487388 487388 830253 4941 810734 2829 19519 2112 21631 21631 785340 189685 389219 396121 396121 79965 54238 25727 25727 31091545 27166744 0 1083016 4803400 4803400 1362602 137535 848539 376528 11377778 9971743 1123116 282919 375527 337315 29892 8320 1916098 1644936 210347 60815 928897 743118 139334 46445 40088 40088 61026 61026 593665 590562 3103 56591 28296 28295 543737 456694 81560 5483 176943 141555 26542 8846 1701454 1515069 186385 52041 44798 4302 2941 606774 606774 1703318 1447820 255498 1290978 1290978 FOOD AND SUPPLIES 925935 787045 138890 FIELD TRIPS 779900 779900 SCHOOL BUS TRANSPORTATI 563244 563244 SPORTS EQUIPMENT/UNIFOR 128961 128961 612665 448652 80815 83198 30601622 26440099 3257733 903790 7614226 6601509 778696 866960 421410 1926434 13677437 15381265 108454 84000 1138512 771684 62314811 18858465 44579977 43456346 1333319 1462116 60914 113920 69712945 70664234 2626937 1501961 17974600 19963500 19851695 19394552 45043 98416 40498275 40958429 X 26697486 25468173 2517184 4237632 29214670 29705805 69712945 70664234 X 489923 77082 -75870 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1333319 128797 1462116 1258486 74833 1333319 1168425 90061 1258486 1271602 -103177 1168425 1121140 150462 1271602 0.00000 1.00000 0.00000 0 0 13409345 13409345 40096042 11167611 28928431 8523922 7536335 987587 285502 154519 130983 43456346 LEASE LIABILITIES ON FINANCING LEASES 98416 98416 X 26366517 77082 77160 154242 26212275 4879270 4879270 31091545 25875382 77160 77160 25798222 4803400 4803400 30601622 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 IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE CONSIDERED NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 54,238. DIRECT FUNDRAISING EXPENSES 22,922. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSSES ON UNCOLLECTIBLE PLEDGES 75,870. SCHOLARSHIPS AND FINANCIAL AID 4,803,400. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 22,922. COST OF GOODS SOLD 54,238. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID 4,803,400. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE SCHOOL'S WEBSITE HOMEPAGE IN ACCORDANCE WITH THE REQUIREMENTS INCLUDED IN THE REVENUE RULING 2019-22. EUROPE 0 0 PROGRAM SERVICES (FIELD TRIP) CAMBRIDGE SCHOLARS PROGRAM - ENGLAND; STUDY ABROAD, CADIZ, SPAIN; CULTURAL IMMERSION, COMMUNITY SERVICE AND ADVENTURE, VIETNAM; ROUND SQUARE MARQUEE EVENT, OXFORD, LONDON; STUDY ABROAD, NICE, FRANCE 274413 EAST ASIA 0 0 PROGRAM SERVICES (FIELD TRIP) CULTURAL IMMERSION, COMMUNITY SERVICE AND ADVENTURE, VIETNAM 26291 0 0 0 0 0 0 300704 0 300704 0 0 0 0 0 0 THE OXBRIDGE SOIREE 773200 110790 662410 84972 64332 158049 THE OXBRIDGE CLASSIC 141075 45395 95680 1900 4385 1000 12336 27322 1 60750 33500 27250 31440 3483 975025 189685 785340 1900 4385 1000 128748 64332 188854 389219 396121 1 FINANCIAL AID 181 4633400 FMV DIRECT CREDIT TO STUDENT ACCOUNT MERIT SCHOLARSHIP 19 170000 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: ALL FAMILIES ARE ELIGIBLE TO APPLY FOR FINANCIAL AID. THE SCHOOL USES A THIRD-PARTY TO COLLECT APPLICATIONS AND RELATED TAX DOCUMENTATION. EACH APPLICATION IS REVIEWED BY THE SCHOOL AND A CONSISTENT METHODOLOGY IS APPLIED TO DETERMINE EACH FAMILY'S LEVEL OF NEED. THE FINANCIAL AID COMMITTEE ALLOCATES THE FINANCIAL AID BASED ON THE DETERMINED NEED AND AVAILABILITY OF FUNDS. THE FINANCIAL AID AWARDED IS GIVEN TO STUDENTS AS A REDUCTION IN THEIR TUITION. X 0 0 0 0 0 0 0 0 0 RALPH MAURER HEAD OF SCHOOL 497942 0 0 0 0 0 10800 0 24692 0 533434 0 0 0 REBECCA DE JESUS CHIEF BUSINESS OFFICER/TREASURER 238076 0 0 0 0 0 12043 0 15671 0 265790 0 0 0 SCOTT SIEGFRIED DIRECTOR OF ADVANCEMENT 207474 0 0 0 0 0 13901 0 24692 0 246067 0 0 0 STANLEY ROSS DIRECTOR OF ATHLETICS 182174 0 0 0 0 0 13270 0 24671 0 220115 0 0 0 JOHN KLEMME DEPT. CHAIR, ENGLISH (THRU 10/24) 203893 0 0 0 0 0 4236 0 6979 0 215108 0 0 0 KELLY PRISCO DIRECTOR OF HEALTH AND WELLNESS 152104 0 0 0 0 0 6296 0 18479 0 176879 0 0 0 COURTNEY PORTLOCK FORMER ASSISTANT HOS 114270 0 0 0 0 0 4711 0 10239 0 129220 0 0 0 A PALM BEACH COUNTY FLORIDA 596000785 NONEAVAIL 2022-06-23 21000000 REFUNDING OF PRIOR BONDS 0 0 0 A 1356714 21000000 341970 20658030 2022 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 MARIO DE JESUS SPOUSE OF CHIEF BUSINESS OFFICER/TREASURER 82230 EMPLOYMENT 0 X 5 78622 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 2 DAVID ROSOW MAINTAINS A BUSINESS RELATIONSHIP WITH WILLIAM I. KOCH. FORM 990, PART VI, SECTION A, LINE 4 IN 2025, THE ORGANIZATION ADOPTED AMENDED AND RESTATED BYLAWS, WHICH REPLACED THE PRIOR 2018 GOVERNING BYLAWS IN THEIR ENTIRETY. THE UPDATED BYLAWS SHIFTED GOVERNANCE FROM AN ACADEMYLEVEL, ADVISORY SCHOOL BOARD STRUCTURE TO A TRUSTEEGOVERNED NONPROFIT CORPORATION WITH FULL AUTHORITY VESTED IN A BOARD OF TRUSTEES. THE REVISED BYLAWS ALSO ESTABLISHED A SOLE MEMBER STRUCTURE, DESIGNATING WILLIAM I. KOCH AS SOLE MEMBER, AND CLARIFIED THE ROLES, ELECTION, TERMS, AND REMOVAL OF TRUSTEES. TRUSTEES ARE NOW CLASSIFIED INTO DEFINED CATEGORIES, AND THE BOARD IS SELFPERPETUATING, WITH AUTHORITY TO FILL VACANCIES AND MANAGE CORPORATE AFFAIRS DIRECTLY. IN ADDITION, THE BYLAWS FORMALIZED OFFICER ROLES AND EXECUTIVE AUTHORITY, ENHANCED FIDUCIARY AND INDEMNIFICATION PROVISIONS, AND ADDED HEIGHTENED APPROVAL REQUIREMENTS FOR MAJOR TRANSACTIONS, INCLUDING REAL ESTATE MATTERS. OPERATIONAL SCHOOL POLICIES PREVIOUSLY INCLUDED IN THE BYLAWS WERE REMOVED TO FOCUS THE DOCUMENT ON CORPORATE GOVERNANCE. 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 AN OUTSIDE ACCOUNTANT AND THEN REVIEWED WITH THE HEAD OF SCHOOL, 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, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH DELEGATED POWERS TO DECLARE ANY CONFLICTS. IF AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST COMES UP, THE CHAIRPERSON OF THE BOARD AND COMMITTEE SHALL APPOINT A DESIGNATED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE BY OBTAINING AND REVIEWING RELIABLE COMPARABILITY INFORMATION REGARDING THE TERMS OF THE TRANSACTION FROM APPROPRIATE INDEPENDENT SOURCES, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH A BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE AND TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD CONSULTS WITH INDEPENDENT SEARCH FIRMS TO SEARCH FOR INDIVIDUALS AND PROVIDE COMPARABILITY AND COMPENSATION DATA. THE OTHER OFFICER AND KEY EMPLOYEES' COMPENSATION ARE DETEMINED BY THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: LOSSES ON UNCOLLECTIBLE PLEDGES -75,870.