The Ojai Foundation FY2021 filing

Ojai, CAUnknown exempt organization EIN 51-0151116Revenue $255K in FY2021

On file with the IRSojaifoundation.orgPo Box 999 · Ojai, CA

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

81¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
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
Concern: a surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
30 mo
of spending, in cash
Looks good: 29.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $20K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$69K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$255K
+7% vs prior year
Spent
$494K
To programs
81%
Net assets
$2.3M
By yearFY2020–FY2023
Revenue
$255K
FY2021▲ +7%
Tap a bar for its year
Revenue by fiscal year
FY2020$239K
FY2021$255K
FY2022$364K
FY2023$1.2M
Expenses
$494K
FY2021▲ +1%
Tap a bar for its year
Expenses by fiscal year
FY2020$487K
FY2021$494K
FY2022$1.0M
FY2023$401K
Net assets
$2.3M
FY2021▼ -10%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.5M
FY2021$2.3M
FY2022$1.6M
FY2023$0

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

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

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $403K Management & general 13% · $62K Fundraising 6% · $30K

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

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Board Member
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$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 →

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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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Provided by the organization

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3 programs · $403K · in their own filed words · FY2020
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.

$320Kprogram expense
02

The foundation had limited operating capacity due to restrictions imposed by COVID-19. Programs held focused on our core practices: council, land stewardship and rites of passage. Land-based programs - the practice of council is a cornerstone of tof programming.

$70Kprogram 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.

$12Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$255K
Ln 12
Gifts and grantsLn 1h$111K
Fees for servicesLn 2g$81K
Other incomeLn 4–11$49K
Money outPt IX
$494K
Ln 25
Programscol B$403K
Managementcol C$62K
Fundraisingcol D$30K
Owns and owesPt X
$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$2.3M
LiabilitiesLn 26$69K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$111K
Government grantsLn 1e$5K
Fees for servicesLn 2g$81K
Investment incomeLn 3$14K
Other incomeLn 4–11$49K
Gains on assetsLn 7$0
Total revenueLn 12$255K
Assets in detailPt X, end of year
CashLn 1$266K
SavingsLn 2$950K
Cash and savings togetherLn 1–2$1.2M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$710K
Other assetsLn 15$408K
Total assetsLn 16$2.3M
LiabilitiesLn 26$69K
Net assetsLn 32$2.3M
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 FY21End FY21
Cash and savingsLn 1–2$1.5M$1.2M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$695K$710K
Total assetsLn 16$2.6M$2.3M
LiabilitiesLn 26$90K$69K
Net assetsLn 32$2.5M$2.3M
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 current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$207K$155K$36K$16K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$19K$14K$3K$2K
Payroll taxesLn 10$17K$13K$3K$1K
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$28K$22K$3K$3K
Advertising and promotionLn 12$0
Office expensesLn 13$1K$852$349$92
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$2K$1K$312$138
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$30K$22K$5K$2K
InsuranceLn 23$16K$12K$3K$1K
Other expenses (24a–d)Ln 24$161K$154K$5K$2K
All other expensesLn 24e$13K$8K$3K$2K
Total functional expensesLn 25$494K$403K$62K$30K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $1.2M$401K$834K$0 990 PDF
FY2022 $364K$1.0M−$685K$1.6M 990 PDF
FY2021 Viewing $255K$494K−$240K$2.3M 990 PDF
FY2020 $239K$487K−$248K$2.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $254,845 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $169,959$110,818
I-9 Program service revenuePrior year $56,436$80,729
I-10 Investment incomePrior year $12,847$14,145
I-11 Other revenue$49,153
I-12 Total revenuePrior year $239,242$254,845
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $281,391$242,850
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $206,092$251,627
I-18 Total expensesPrior year $487,483$494,477
I-19 Revenue less expensesPrior year −$248,241−$239,632
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $254,845 across 11 lines filed
VIII-1e Government grants$5,000
VIII-1f All other contributions, gifts and grants$105,818
VIII-1h Total contributions, gifts and grants$110,818
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $80,729$80,729
VIII-3 Investment incomeExcluded from tax $14,145$14,145
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-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $49,153$49,153
VIII-12 Total revenueRelated to mission $80,729 · Excluded from tax $63,298$254,845
Part IX · Statement of functional expenses $494,477 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 current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $155,112 · Management $35,756 · Fundraising $15,891$206,759
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $14,079 · Management $3,425 · Fundraising $1,523$19,027
IX-10 Payroll taxesPrograms $12,936 · Management $2,858 · Fundraising $1,270$17,064
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 $21,830 · Management $3,068 · Fundraising $3,068$27,966
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $852 · Management $349 · Fundraising $92$1,293
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelPrograms $1,281 · Management $312 · Fundraising $138$1,731
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 $22,140 · Management $5,385 · Fundraising $2,394$29,919
IX-23 InsurancePrograms $12,036 · Management $2,927 · Fundraising $1,301$16,264
IX-24 Other expenses (24a–d)Programs $154,359 · Management $4,762 · Fundraising $2,117$161,238
IX-24e All other expensesPrograms $8,249 · Management $3,041 · Fundraising $1,926$13,216
IX-25 Total functional expensesPrograms $402,874 · Management $61,883 · Fundraising $29,720$494,477
Part X · Balance sheet $2,342,360 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $564,425$265,638
X-2 Savings and temporary cash investmentsStart of year $935,694$949,599
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$3,000
X-8 Inventories for sale or useStart of year $2,542$2,196
X-9 Prepaid expenses and deferred charges$3,100
X-10c Land, buildings and equipment, netStart of year $694,630$710,396
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 $406,284$408,431
X-16 Total assetsStart of year $2,603,575$2,342,360
X-17 Accounts payable and accrued expensesStart of year $7,121$9,810
X-25 Other liabilitiesStart of year $61,364$58,942
X-26 Total liabilitiesStart of year $90,335$68,752
X-27 Net assets without donor restrictionsStart of year $2,392,430$2,190,378
X-28 Net assets with donor restrictionsStart of year $120,810$83,230
X-32 Total net assets or fund balancesStart of year $2,513,240$2,273,608
X-33 Total liabilities and net assetsStart of year $2,603,575$2,342,360
Part XI · Reconciliation of net assets $2,273,608 net assets at year end
XI-1 Total revenue$254,845
XI-2 Total expenses$494,477
XI-3 Revenue less expenses−$239,632
XI-4 Net assets at start of year$2,513,240
XI-10 Net assets at end of year$2,273,608

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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