Civic Intelligence

Ojai Valley Defense Fund

EIN 27-0429286 • 501(c)3 • Ojai, CA

Profile

Promote efforts to preserve the environmental quality of ojai valley for the general public by providing funds to pay the legal fees and costs incurred by organizations who are undertaking legal action to protect and sustain the environmental quality of ojai valley.

PO Box 1255Ojai, CA 93024

www.ovdf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,446,630

Up $103,339 (+7.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,446,630

Up $103,339 (+7.7%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin97th percentile

Revenue

Up

$121,404

Up $54,165 (+81%) from 2023

Expenses

Up

$18,065

Up $8,324 (+85%) from 2023

Net Income

Up

$103,339

Up $45,841 (+80%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2013: $407,559Liabilities 2013: $0Net Assets 2013: $407,5592013Assets 2014: $519,500Liabilities 2014: $0Net Assets 2014: $519,5002014Assets 2015: $623,969Liabilities 2015: $0Net Assets 2015: $623,9692015Assets 2016: $720,478Liabilities 2016: $0Net Assets 2016: $720,4782016Assets 2017: $753,172Liabilities 2017: $0Net Assets 2017: $753,1722017Assets 2018: $1,004,092Liabilities 2018: $0Net Assets 2018: $1,004,0922018Assets 2019: $1,082,612Liabilities 2019: $0Net Assets 2019: $1,082,6122019Assets 2020: $1,115,257Liabilities 2020: $0Net Assets 2020: $1,115,2572020Assets 2021: $1,169,611Liabilities 2021: $0Net Assets 2021: $1,169,6112021Assets 2022: $1,285,793Liabilities 2022: $0Net Assets 2022: $1,285,7932022Assets 2023: $1,343,291Liabilities 2023: $0Net Assets 2023: $1,343,2912023Assets 2024: $1,446,630Liabilities 2024: $0Net Assets 2024: $1,446,6302024

Highlighted filing

2024

Assets$1,446,630
Liabilities$0
Net Assets$1,446,630
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2013: $111,390Expenses 2013: $6,042Net Income 2013: $105,3482013Revenue 2014: $119,763Expenses 2014: $7,822Net Income 2014: $111,9412014Revenue 2015: $114,777Expenses 2015: $10,308Net Income 2015: $104,4692015Revenue 2016: $102,587Expenses 2016: $6,078Net Income 2016: $96,5092016Revenue 2017: $48,616Expenses 2017: $15,922Net Income 2017: $32,6942017Revenue 2018: $259,866Expenses 2018: $8,946Net Income 2018: $250,9202018Revenue 2019: $86,947Expenses 2019: $8,427Net Income 2019: $78,5202019Revenue 2020: $73,917Expenses 2020: $41,272Net Income 2020: $32,6452020Revenue 2021: $87,600Expenses 2021: $33,246Net Income 2021: $54,3542021Revenue 2022: $128,464Expenses 2022: $12,282Net Income 2022: $116,1822022Revenue 2023: $67,239Expenses 2023: $9,741Net Income 2023: $57,4982023Revenue 2024: $121,404Expenses 2024: $18,065Net Income 2024: $103,3392024

Highlighted filing

2024

Revenue$121,404
Expenses$18,065
Net Income$103,339
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,446,630
Liabilities
$0
Net assets
$1,446,630
Revenue
$121,404
Expenses
$18,065
Net income
$103,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.12$0.02$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07$0.01$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.13$0.01$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.03$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.09$0.01$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.26$0.01$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.05$0.02$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.10$0.01$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.11$0.01$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.12$0.01$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.11$0.01$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$609,008
Mission and Program Overview

Mission

Promote efforts to preserve the environmental quality of ojai valley for the general public by providing funds to pay the legal fees and costs incurred by organizations who are undertaking legal action to protect and sustain the environmental quality of ojai valley.

Protect and sustain the environmental quality of ojai valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,343,291$1,446,630▲ $103,339
Investments Other Securities$1,304,086$1,420,199▲ $116,113
Cash and Non-Interest-Bearing Accounts$39,205$26,431▼ $12,774
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,343,291$1,446,630▲ $103,339
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,343,291$1,446,630▲ $103,339
Total Liabilities and Net Assets / Fund Balance$1,343,291$1,446,630▲ $103,339

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,420,199--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Victoria BreenFinance Chair
Christopher LandPresident
Adam KearBoard Member
Christopher BorgesonBoard Member
Greg GrinnellBoard Member
Jack DyerBoard Member
Jim JacksonBoard Member
Lisa CasoniBoard Member
Misty HallBoard Member
William NorrisBoard Member
Carolyn VondryskaSecretary
Dave NevilleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$147,546
Program Service Revenue
$0
Investment Income
$-26,142
Other Revenue
$0
All Other Contributions
$147,546
Change in Net Assets
$103,339

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$102,440Fair Market Value
Total Noncash Contributions2$102,440-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,065
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$4,656$2,214-$6,870
Fees for Service Investment Mgmnt Fees-$5,185-$5,185
Insurance-$1,652-$1,652
Advertising$894--$894
Other Expenses-$135-$135
Fees for Services Legal-$31-$31
Total Functional Expenses$5,550$12,515$0$18,065
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The tax return is reviewed by the treasurer.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Ojai Valley Defense Fund
EIN
27-0429286
Phone
8056406468
Address
PO BOX 1255, OJAI, CA 93024

Signing Officer

Name
Victoria Breen
Title
Treasurer
Phone
8056406468
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Victoria Breen
Formed
2009
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
David G Junod & Associates Cpas
Address
1000 TOWN CENTER DRIVE STE 215, OXNARD, CA 93036
Preparer
David G Junod CPA
Phone
8056402850
Raw XML Appendix390 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01343291
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01446630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0147546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt049199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0336945
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt059037
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034356
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015639
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016754
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020049
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0145835
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt028242
IRS990ScheduleA/InvestmentIncomePYPct00.27920
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48660
IRS990ScheduleA/PublicSupportPY509Pct00.72080
IRS990ScheduleA/PublicSupportTotal170Amt0234937
IRS990ScheduleA/SubstantialContributorsTotAmt0102008
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0147546
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt049631
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054102
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049199
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0336945
IRS990ScheduleA/TotalSupportAmt0482780
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01420199
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01420199
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0102440
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS REVIEWED BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01343291
IRS990/TotalAssetsEOYAmt01446630
IRS990/TotalAssetsGrp/BOYAmt01343291
IRS990/TotalAssetsGrp/EOYAmt01446630
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0147546
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012515
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05550
IRS990/TotalFunctionalExpensesGrp/TotalAmt018065
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01343291
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01446630
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05550
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-26142
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0121404
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01343291
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01446630
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1255
IRS990/USAddress/CityNm0OJAI
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093024
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.OVDF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA BREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08056406468
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OJAI VALLEY DEFENSE FUND
ReturnHeader/Filer/BusinessNameControlTxt0OJAI
ReturnHeader/Filer/EIN0270429286
ReturnHeader/Filer/PhoneNum08056406468
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1255
ReturnHeader/Filer/USAddress/CityNm0OJAI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833240867
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID G JUNOD & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 TOWN CENTER DRIVE STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXNARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093036
ReturnHeader/PreparerPersonGrp/PhoneNum08056402850
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID G JUNOD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T16:28:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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