The Ojai Foundation FY2020 filing

Ojai, CAUnknown exempt organization EIN 51-0151116Revenue $239K in FY2020Latest filing we have: 2022. Newer ones may not be in our data yet. Filed since? Tell us.

On file with the IRSojaifoundation.orgOjai, CA

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The organization sponsors various retreats and workshops providing an educational environment and community for its participants.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 51-0151116) · Dispute this line
80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
The latest return is for FY2023, 3 tax years back.
IRS e-file · Filing history
Surplus or deficit
1 of 4
filings with a surplus
Average deficit $85K a year · 16% of revenue · last 4 filings
A surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
80%
of spending
80% of spending went to programs.
Pt IX · Ln 25 · col B
36.9 mo
of spending, in cash
36.9 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $20K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$90K
3% of total assets
Liabilities are 3% of assets.
Pt X · Ln 26
Independent board members
5
of 5 voting members
5 of 5 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$239K
Spent
$487K
To programs
80%
Net assets
$2.5M
By yearFY2020–FY2023
Revenue
$239K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$239K
FY2021$255K
FY2022$364K
FY2023$1.2M
Expenses
$487K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$487K
FY2021$494K
FY2022$1.0M
FY2023$401K
Net assets
$2.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.5M
FY2021$2.3M
FY2022$1.6M
FY2023$0

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing we have: FY2022.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $390K Management & general 14% · $66K Fundraising 6% · $31K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Co-Chair/Trea.
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Co-Chair/Pres.
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2023FY2022
Sharon Sloan—$101,007
Brendan Clarke—$100,532
Carla Borella—$22,258
Robert Adler Peckerar$11,536—
Robert Peckerar—$3,692

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 The Ojai Foundation 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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Sponsors retreats and workshops offering education and community.

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3 programs · $390K · in their own filed words · FY2019
01

Sponsored projects and International Programs- The Foundation sponsors several projects that further the mission of The Ojai Foundation. This includes Ways of Council and The Trainers Mentoring Circle. These efforts advance the reach and scope of council work internationally.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 51-0151116) · Dispute this line
$315Kprogram expense
02

Land-based programs- teaching the practice of speaking and listening from the heart. Through compassionate, heartfelt expression and empathic, non-judgmental listening, Council inspires a non-heirarchical form of deep communication that reveals a group's vision and purpose.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 51-0151116) · Dispute this line
$74Kprogram expense
03

Rites of Passage- We provide rites of passage experiences for seniors, 8th graders, and other high school & middle school aged youth. Typical programs run up to 5 days in length, and incorporate the practice of council, mindfulness, stewardship of the Land Sanctuary, and trust-building activities.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 51-0151116) · Dispute this line
$718program expense

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 · FY2023
Total grants receivedfrom 2 funders$20K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$239K
Ln 12
Gifts and grantsLn 1h$170K
Fees for servicesLn 2g$56K
Investment incomeLn 3$13K
Money outPt IX
$487K
Ln 25
Programscol B$390K
Managementcol C$66K
Fundraisingcol D$31K
Owns and owesPt X
$2.5M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$2.6M
LiabilitiesLn 26$90K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$170K
Fees for servicesLn 2g$56K
Investment incomeLn 3$13K
Gains on assetsLn 7$0
Total revenueLn 12$239K
Assets in detailPt X, end of year
CashLn 1$564K
SavingsLn 2$936K
Cash and savings togetherLn 1–2$1.5M
Inventories for sale or useLn 8$3K
Land, buildings, equipmentLn 10c$695K
Other assetsLn 15$406K
Total assetsLn 16$2.6M
LiabilitiesLn 26$90K
Net assetsLn 32$2.5M
OperationsPt I, VI
EmployeesI 522
VolunteersI 621
Fiscal year endsHeaderJune
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 FY20End FY20
Cash and savingsLn 1–2$1.7M$1.5M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$623K$695K
Total assetsLn 16$2.8M$2.6M
LiabilitiesLn 26$15K$90K
Net assetsLn 32$2.8M$2.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$241K$186K$38K$17K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$19K$14K$3K$2K
Payroll taxesLn 10$21K$16K$4K$2K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$39K$29K$7K$3K
Advertising and promotionLn 12$0
Office expensesLn 13$2K$1K$354$157
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$2K$2K$193
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$23K$17K$4K$2K
InsuranceLn 23$16K$12K$3K$1K
Other expenses (24a–d)Ln 24$106K$101K$4K$2K
All other expensesLn 24e$18K$12K$3K$3K
Total functional expensesLn 25$487K$390K$66K$31K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 LatestFiled with the IRS Dec 11, 2023 $1.2M$401K$834K$0 990 PDF
FY2022Filed with the IRS May 1, 2023 $364K$1.0M−$685K$1.6M 990 PDF
FY2021Filed with the IRS Apr 21, 2022 $255K$494K−$240K$2.3M 990 PDF
FY2020 ViewingFiled with the IRS Mar 25, 2021 $239K$487K−$248K$2.5M 990 PDF

Schedules filed Part IV

I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $239,242 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $185,343$169,959
I-9 Program service revenuePrior year $206,923$56,436
I-10 Investment incomePrior year $7,312$12,847
I-11 Other revenuePrior year $50,000$0
I-12 Total revenuePrior year $449,578$239,242
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $194,449$281,391
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $341,971$206,092
I-18 Total expensesPrior year $536,420$487,483
I-19 Revenue less expensesPrior year −$86,842−$248,241
Part VI · Governance 5 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsNo
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 $239,242 across 9 lines filed
VIII-1f All other contributions, gifts and grants$169,959
VIII-1h Total contributions, gifts and grants$169,959
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $56,436$56,436
VIII-3 Investment incomeExcluded from tax $12,847$12,847
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $56,436 · Excluded from tax $12,847$239,242
Part IX · Statement of functional expenses $487,483 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $186,221 · Management $38,013 · Fundraising $16,894$241,128
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $14,204 · Management $3,456 · Fundraising $1,536$19,196
IX-10 Payroll taxesPrograms $15,649 · Management $3,751 · Fundraising $1,667$21,067
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $28,745 · Management $6,993 · Fundraising $3,108$38,846
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $1,451 · Management $354 · Fundraising $157$1,962
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelPrograms $2,220 · Fundraising $193$2,413
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $17,154 · Management $4,172 · Fundraising $1,854$23,180
IX-23 InsurancePrograms $11,586 · Management $2,819 · Fundraising $1,253$15,658
IX-24 Other expenses (24a–d)Programs $100,972 · Management $3,752 · Fundraising $1,667$106,391
IX-24e All other expensesPrograms $11,802 · Management $2,871 · Fundraising $2,969$17,642
IX-25 Total functional expensesPrograms $390,004 · Management $66,181 · Fundraising $31,298$487,483
Part X · Balance sheet $2,603,575 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $677,446$564,425
X-2 Savings and temporary cash investmentsStart of year $1,010,163$935,694
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or useStart of year $2,824$2,542
X-9 Prepaid expenses and deferred chargesStart of year $1,688$0
X-10c Land, buildings and equipment, netStart of year $623,118$694,630
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $461,204$406,284
X-16 Total assetsStart of year $2,776,443$2,603,575
X-17 Accounts payable and accrued expensesStart of year $8,987$7,121
X-19 Deferred revenue$21,850
X-25 Other liabilitiesStart of year $5,975$61,364
X-26 Total liabilitiesStart of year $14,962$90,335
X-27 Net assets without donor restrictionsStart of year $2,677,974$2,392,430
X-28 Net assets with donor restrictionsStart of year $83,507$120,810
X-32 Total net assets or fund balancesStart of year $2,761,481$2,513,240
X-33 Total liabilities and net assetsStart of year $2,776,443$2,603,575
Part XI · Reconciliation of net assets $2,513,240 net assets at year end
XI-1 Total revenue$239,242
XI-2 Total expenses$487,483
XI-3 Revenue less expenses−$248,241
XI-4 Net assets at start of year$2,761,481
XI-10 Net assets at end of year$2,513,240

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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