Oxbow INC FY2023 filing

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To protect and preserve wetlands.

501(c)(3) charity; gifts are tax-deductible.
7¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $217K a year · 63% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
7%
of spending
Concern: 7% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
83 mo
of spending, in cash
Plus $2.7M in investments, Pt X · Ln 11–13
Looks good: 83.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $100
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$214K
-46% vs prior year
Spent
$136K
To programs
7%
Net assets
$4.1M
By yearFY2020–FY2024
Revenue
$214K
FY2023▼ -46%
Tap a bar for its year
Revenue by fiscal year
FY2020$452K
FY2021$250K
FY2022$398K
FY2023$214K
FY2024$413K
Expenses
$136K
FY2023▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2020$104K
FY2021$115K
FY2022$149K
FY2023$136K
FY2024$138K
Net assets
$4.1M
FY2023▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.8M
FY2021$4.1M
FY2022$3.7M
FY2023$4.1M
FY2024$4.2M

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1986.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

7 cents of each dollar spent went to programs.

Program services 7% · $9K Management & general 93% · $127K Fundraising 0% · $179

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A

Margaret L Poehlmann’s $55K as Executive Administrator is at the 35th percentile of top reported officer pay among 1990 $100K–1M environment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2022FY2020
Margaret L Poehlmann$55,000$52,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Oxbow INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Safeguards and conserves vital wetland ecosystems for future generations.

Questions for Oxbow INC

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3 programs · $9K · in their own filed words · FY2023
01

Provide educational scholarships

$8Kprogram expense
02

Provide educational funding for programs at schools and other organizations

$2Kprogram expense
03

Preserve, protect and improve the flood plain wetland at the mouth of the great miami river. Funds are expended to study and preserve environmental and archaeological resources

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
GE FoundationFY2024$100
Total grants receivedfrom 1 funder$100

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$214K
Ln 12
Investment incomeLn 3$109K
Gifts and grantsLn 1h$104K
Money outPt IX
$136K
Ln 25
Programscol B$9K
Managementcol C$127K
Fundraisingcol D$179
Owns and owesPt X
$4.1M
net assets · Ln 32
Cash and savingsLn 1–2$946K
Total assetsLn 16$4.1M
LiabilitiesLn 26$0
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$104K
Government grantsLn 1e$1K
Investment incomeLn 3$109K
Gains on assetsLn 7−$14K
Total revenueLn 12$214K
Assets in detailPt X, end of year
CashLn 1$273K
SavingsLn 2$673K
Cash and savings togetherLn 1–2$946K
InvestmentsLn 11–13$2.7M
Land, buildings, equipmentLn 10c$478K
Total assetsLn 16$4.1M
LiabilitiesLn 26$0
Net assetsLn 32$4.1M
OperationsPt I, VI
EmployeesI 51
VolunteersI 650
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$704K$946K
InvestmentsLn 11–13$2.5M$2.7M
Land, buildings, equipmentLn 10c$478K$478K
Total assetsLn 16$3.7M$4.1M
LiabilitiesLn 26$0$0
Net assetsLn 32$3.7M$4.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K$2K
Grants to domestic individualsLn 2$8K$8K
Pay of current officers, directors and key staffLn 5$55K$55K
Other salaries and wagesLn 7$23K$23K
Pension plan contributionsLn 8$3K$3K
Other employee benefitsLn 9$9K$9K
Payroll taxesLn 10$5K$5K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$850$850
Investment management feesLn 11f$22K$22K
Office expensesLn 13$800$800
TravelLn 17$156$156
Other expenses (24a–d)Ln 24$3K$3K
All other expensesLn 24e$1K$1K$179
Total functional expensesLn 25$136K$9K$127K$179

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Jun 6, 2025 $413K$138K$275K$4.2M 990 PDF
FY2023 ViewingFiled with the IRS Jun 25, 2024 $214K$136K$77K$4.1M 990 PDF
FY2022Filed with the IRS Jun 20, 2023 $398K$149K$249K$3.7M 990 PDF
FY2021Filed with the IRS Jun 27, 2022 $250K$115K$136K$4.1M 990 PDF
FY2020Filed with the IRS Aug 3, 2021 $452K$104K$348K$3.8M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $213,574 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $135,124$104,259
I-9 Program service revenue$0
I-10 Investment incomePrior year $262,665$109,373
I-11 Other revenuePrior year −$45−$58
I-12 Total revenuePrior year $397,744$213,574
I-13 Grants and similar amounts paidPrior year $7,177$9,360
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $87,756$94,610
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $53,752$32,356
I-18 Total expensesPrior year $148,685$136,326
I-19 Revenue less expensesPrior year $249,059$77,248
Part VI · Governance 16 of 16 board members independent, 1 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $213,574 across 7 lines filed
Lines not itemized here account for −$58 of total revenue; see the IRS return.
VIII-1b Membership dues$48,796
VIII-1e Government grants$1,000
VIII-1f All other contributions, gifts and grants$54,463
VIII-1h Total contributions, gifts and grants$104,259
VIII-3 Investment incomeRelated to mission $123,041$123,041
VIII-7 Net gain or loss on sales of assetsRelated to mission −$13,668−$13,668
VIII-12 Total revenueRelated to mission $109,315 · Unrelated business $0 · Excluded from tax $0$213,574
Part IX · Statement of functional expenses $136,326 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $1,860$1,860
IX-2 Grants to domestic individualsPrograms $7,500$7,500
IX-5 Pay of current officers, directors and key staffManagement $55,000$55,000
IX-7 Other salaries and wagesManagement $22,986$22,986
IX-8 Pension plan contributionsManagement $2,600$2,600
IX-9 Other employee benefitsManagement $9,000$9,000
IX-10 Payroll taxesManagement $5,024$5,024
IX-11b Legal feesManagement $4,215$4,215
IX-11c Accounting feesManagement $850$850
IX-11f Investment management feesManagement $21,964$21,964
IX-13 Office expensesManagement $800$800
IX-17 TravelManagement $156$156
IX-24 Other expenses (24a–d)Management $3,164$3,164
IX-24e All other expensesManagement $1,028 · Fundraising $179$1,207
IX-25 Total functional expensesPrograms $9,360 · Management $126,787 · Fundraising $179$136,326
Part X · Balance sheet $4,111,663 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $235,346$273,330
X-2 Savings and temporary cash investmentsStart of year $468,878$672,850
X-8 Inventories for sale or useStart of year $897$839
X-10c Land, buildings and equipment, netStart of year $478,301$478,301
X-11 Publicly traded securitiesStart of year $2,514,048$2,686,343
X-16 Total assetsStart of year $3,697,470$4,111,663
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $3,697,470$4,111,663
X-32 Total net assets or fund balancesStart of year $3,697,470$4,111,663
X-33 Total liabilities and net assetsStart of year $3,697,470$4,111,663
Part XI · Reconciliation of net assets $4,111,663 net assets at year end
XI-1 Total revenue$213,574
XI-2 Total expenses$136,326
XI-3 Revenue less expenses$77,248
XI-4 Net assets at start of year$3,697,470
XI-5 Net unrealized gains (losses) on investments$336,945
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,111,663

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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