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Oxford Preparatory Academy - Saddleback Valley

 22882 Loumont Drive
 Lake Forest, CA 92630
[P] (949) 600-9050 x 2
[F] --
[email protected]
Jill Marks
 Printable 1 Page Summary
 Printable Profile
Organization DBA OPA - SV
Oxford Preparatory Academy Charter Schools
Oxford Champions
Oxford Preparatory Academy - Saddleback Valley
OPA - Saddleback Valley
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 27-1342162 00000


Mission StatementMORE »

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. 

Mission Statement

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. 

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $4,968,305.00
Projected Revenue $5,440,912.00

ProgramsMORE »

  • School-Wide Technology Program

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown (%)

No data available

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

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. 

Background Statement

In it's first year of California State Testing, with a diverse population of 950 students, OPA-Chino Valley achieved an Academic Performance Index (API) score of 957, the top score in San Bernardino County. The school API increased to 972 in 2012, remaining the top scoring school in the county. OPA-Chino Valley obtained Statewide and Similar Schools Ranking of 10 for every year of eligibility, the highest achievable mark for each ranking. In 2013, OPA-Chino Valley continued to be one of the top performing schools in the county. The South Orange County (SOC) campus opened its first year with a 993 API, the second highest scoring school in Orange County. Both the Chino Valley and South Orange County campus met their Annual Yearly Progress (AYP) requirements for subgroup performance and participation rate. In 2013, the school's API of 990 is the highest in the Capistrano Unified School District. Oxford Prep SOC was chosen by Educational Results Partnership (ERP) and the Campaign for Business and Education Excellence (CBEE) as a 2016 California Honor Roll recipient as a Scholar School! SOC school stood above other schools in the state because of its success in getting students to grade level achievement and beyond.

In its first year Smarter Balanced State testing, Oxford Preparatory Academy Saddleback Valley achieved status as the #1 K-8 school within their respective district. 80% of students who were tested in grades 3-8 scored “met” or “exceeded” in ELA and 74% of students scored “met” or “exceeded” in the area of mathematics. The ideal of Rhodes Scholars, the utmost scholarship at Oxford University, serves as the inspiration behind our collegiate theme and student goals. Each classroom at Oxford Preparatory Academy is named after a renowned university that has a history of many Rhodes Scholarships, one of the most prestigious scholarships awarded to graduating college students. Our professors have created a collegiate atmosphere that supports our school vision, where all students are introduced to the comprehensive benefits of attending a higher-learning institution.

World Languages
Science and Computer Labs
Enhanced Elective Coursework
GATE/Highly Gifted
Physical Education
Band and Choir Instruction
Before/After School Tutoring
Scholar Academy/Special Education
21st Century Technology
Tae Kwon Do
Civic Learning
ASB/Student Leadership
Math Olympiads
Noon Sports League
Mileage Club
Chess Club
Competitive Athletics
Cheer and Dance Team
Marching Band
Glee Club
Science and Computer Clubs
Student Travel
OPA Fusion

Impact Statement

We are so grateful to The Orange County Department of Education for their continued support of our Oxford Prep-Saddleback Valley charter school. Both the Board and the Staff from the County have continued to be supportive throughout the 2017-2018 school year. We had an amazing response from our most recent lottery April 2018 from local families wanting choice when considering education for their children. Currently we have over 750 students on the waiting list, showcasing the need and desire for OPA to remain within the SVUSD. In its first year of CAASPP testing, Oxford Preparatory Academy Saddleback Valley achieved status as the #1 K-8 school within their respective district. As posted on the California Dashboard, 80% of students who were tested in grades 3-8 scored “met” or “exceeded” in ELA and 74% of students scored “met” or “exceeded” in the area of Mathematics. Our goal is to continue to provide a rigorous educational program that highlights achievement and success for all students as we prepare our Champions for the 21st century.

Needs Statement

State ADA (Average Daily Attendance) funding supports core curriculum and program needs at the basic level. We at OPA–SV believe “basic level” is not good enough. In order to provide the funding our children need, we must rely on private grants and contributions from parents and community like you to enhance their educational experience. Your generous contributions ensure that our top-notch programs continue for years to come. Science lab equipment and materials, Technology gear, Engineering tools, Art materials and Musical instruments, and Math materials are needed right now. Our children can succeed from your financial commitment to their academic excellence.

CEO Statement

On behalf of all the parties associated with Oxford Preparatory Academy-Saddleback Valley, it is with great pleasure that we present you with our official funding request. We assure you that the same careful preparation, teamwork, and tenacity that went into our charter petition will be evident on a daily basis at the OPA-Saddleback Valley campus. We stand firm in our commitment to build the greatest learning environment for all students regardless of their learning style or needs - a goal that can only be compared to our unequivocal determination to enable our students to achieve success in everything they do. This is evidenced by our recent assessment scores, which place us among the top performing schools in Orange County.

The Theory of Multiple Intelligences utilized at Oxford Preparatory Academy Charter Schools has a proven track record of success. Oxford Preparatory Academy-South Orange County (OPA-SOC) continues to build upon a successful foundation as evident by the statewide academic assessment results. This tradition of excellence will continue to grow now that we have opened the doors at Oxford Preparatory Academy in the Saddleback Valley Unified School District.

OPA is a direct-funded, independent, public charter school operated by Oxford Preparatory Academy, Inc. and governed by Oxford Preparatory Academy Inc.’s Corporate Board of Directors. Oxford Preparatory Academy, Inc. currently operates one other California public charter schools in the Capistrano Unified School District (CUSD).

Historically, teachers, parents, and members of the community are collectively embracing this opportunity to significantly impact student achievement through unique methods of learning. By funding this request you will:

• Increase opportunities for learning and access to quality education for all students.
• Create an educational choice for parents and students within the public school system.
• Provide a system of accountability for results in public education.
• Foster the creation of new professional opportunities for teachers.
• Encourage community and parent involvement in public education.

Thank you in advance for your time and consideration.

Board Chair Statement


Other Ways to Donate/Volunteer

You may donate by mailing or bringing a contribution to the main office - Oxford Preparatory Academy, 9870 Research Dr., Irvine, CA 92618

Geographic Area Served

South Orange County
Rancho Santa Margarita, Mission Viejo, Lake Forest, Laguna Hills, Trabuco Canyon, Foothill Ranch

Organization Categories

  1. Education - Educational Services
  2. Youth Development - Single Organization Support
  3. Philanthropy,Voluntarism & Grantmaking Foundations - Philanthropy/Charity/ Voluntarism Promotion (General)



School-Wide Technology Program

Oxford Preparatory Academy - Saddleback Valley is a TK-8 school that offers many opportunities in Technical Education. Students are engaged in Technical Education at varying needs. Our Kindergarten through 8th grade students are part of a one-to-one Chromebook program, which includes students who choose to bring their own device for use in the classroom. Chromebook’s are utilized in the classroom and have been integrated into all aspects of a student’s educational program. They additionally receive instruction on the technical applications of the Chromebook, from coding and STEM robotics, to research and operation of various programs, to navigational tools used in various forms of assessments, including, but not limited to Google Classroom. The one-to-one Chromebook program has afforded the students a significant advantage on State testing, as tools within the system are taught and practiced. Additionally, the technology education aligns with student goals of becoming life-long learners in the 21st century. Finally, Oxford Preparatory Academy - Saddleback Valley has several technology based-clubs and extra-curricular activities including, but not limited to, Lego and Robotic Clubs.
Budget  $400,000.00
Category  Education, General/Other Elementary & Secondary Education
Population Served Children Only (5 - 14 years) Families
Program Short-Term Success  All 3rd-8th grade students will have access to technology on a daily basis.

Program Long-Term Success  All students will have access to technology on a daily basis. 1:1 device to student ratio. 

Program Success Monitored By  Measured by monitoring classrooms and with our IT department to ensure students are utilizing technology throughout the instructional day will increase annually both schoolwide and for all numerically significant subgroups.
Examples of Program Success  Successful Technology Instruction will include typing, Internet-based research, computer program instruction (Word, PowerPoint, email, etc.) and the MIND Institute program, a computer-based program that helps students acquire and develop problem-solving skills in Mathematics. Students will learn to present information using a multi-media format. Students will learn to complete homework, as well as formative and summative assessments, online.


CEO/Executive Director Mrs. Kathleen Daugherty
CEO Term Start Jan 2018
CEO Email [email protected]
CEO Experience The current Executive Director position is being filled by Kathleen Daugherty, the founder and owner of Momni Cafe, LLC, a firm that supports educational institutions in all levels of administration and curriculum. Kathleen is a retired superintendent with more than 34 years of experience in educational administration at all levels and 47 years of overall experience in education. She brings a background in charter school development, oversight and leadership, working with underperforming schools, school site leadership, public relations, and community involvement through membership and leadership in the International Lions Clubs, the National Cancer Society, the International Soroptimist Club, and local non-profit organizations. Kathleen is a firm believer that it “Takes a Village” and involves the community to support the schools. In 2009 she was named the Superintendent/Principal of the year for California by the Association of California School Administrators. She also received the key to the City of Napa in 1999 for her work with the city as part of Leadership Napa Valley; was named the Citizen of the Year by the Newcastle Community Association; was named Lion of the Year by District 4C-5; and received the Leadership Award from the Newcastle Business Association. She is currently doing a search to find the perfect candidate to lead this exceptional school and organization.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Mr. Garrett Bridges Dean --
Mrs. Tammy Lohoff Dean --


Award Awarding Organization Year
-- -- --


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



Staff Information

Number of Full Time Staff 37
Number of Part Time Staff 36
Number of Volunteers 190
Number of Contract Staff 37
Staff Retention Rate % 78%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: --
Hispanic/Latino: --
Native American/American Indian: --
Other: 46
Other (if specified): --
Gender Female: --
Male: --
Not Specified 46

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? No
Years Strategic Plan Considers N/A
Management Succession Plan No
Organization Policies And Procedures Yes
Business Continuity of Operations Plan No

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy --

Reporting and Evaluations

Management Reports to Board? No
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses


CEO Comments

We had an exceptional first two years and grew to capacity with a wait list of more than 750 students. We continue to focus on providing engaging and exciting programs to our students, and this year will be adding STEM and STEAM to our lineup, as well as expand our program of the ARTS. We are firm that every child can learn and grow, given the right amount of time and if allowed to achieve in their own way. All of our students have access to technology and we are focused on giving our students the experiences, skills, and strategies they need to be successful in high school and beyond, as they move into the collaborative global world without boundaries in which we live. As a Board, we take actions and develop policies to support these concepts and ensure that our students thrive in a safe, positive, and secure learning environment.

Foundation Comments



Board Chair Mr. Joseph Haney
Board Chair Company Affiliation --
Board Chair Term -
Board Co-Chair Mr. Raymond Jackson
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mrs. Mary Campos -- Voting
Mr. Joseph Haney -- Voting
Mr. Raymond Jackson -- Voting
Mrs. Delite Travis -- Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 4
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 2
Male: 2
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 2
Board Meeting Attendance % 95%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions --
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments


Foundation Comments


Standing Committees

  • Advisory Board / Advisory Council
  • Board Development / Board Orientation
  • Fiscal Affairs
  • Project Oversight


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown (%)

No data available

Fiscal Year July 01, 2018 to June 30, 2019
Projected Revenue $5,440,912.00
Projected Expenses $4,968,305.00
Form 990s

2017 990 Form

2016 990 Form

2015 990 Letter

Audit Documents

2017 Oxford Prep - Audited Financials

2016 Oxford Prep - Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 --
Total Revenue $23,930,608 $18,926,575 --
Total Expenses $21,129,860 $17,214,864 --

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 --
Foundation and
Corporation Contributions
$8,050 -- --
Government Contributions $22,900,240 $17,779,986 --
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $22,900,240 $17,779,986 --
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue $969,290 -- --
Investment Income, Net of Losses $5,164 -- --
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other $47,864 $1,146,589 --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 --
Program Expense $14,705,782 $14,342,721 --
Administration Expense $6,424,078 $2,872,143 --
Fundraising Expense -- -- --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.13 1.10 --
Program Expense/Total Expenses 70% 83% --
Fundraising Expense/Contributed Revenue 0% 0% --

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 --
Total Assets $8,103,495 $6,236,942 --
Current Assets $6,212,552 $4,393,859 --
Long-Term Liabilities $350,006 $922,702 --
Current Liabilities $2,046,806 $2,408,305 --
Total Net Assets $5,706,683 $2,905,935 --

Short Term Solvency

Fiscal Year 2017 2016 --
Current Ratio: Current Assets/Current Liabilities 3.04 1.82 --

Long Term Solvency

Fiscal Year 2017 2016 --
Long-term Liabilities/Total Assets 4% 15% --
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments


Foundation Comments

Financials are for the parent organization, Oxford Prepartory Academy.   Oxford Prepartory Academy, Saddleback Valley is a new school and does not have financials yet.


Other Documents

No Other Documents currently available.