Civic Intelligence

Ojai Valley Defense Fund

990 • Fiscal year 2021 • EIN 27-0429286

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 29, 2022

Organization ProfileWWW.OVDF.ORG
PO Box 1255Ojai, CA 93024

(805) 646-5948

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

40th percentile

4.9%

Faster asset growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

19%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,169,611

Up $54,354 (+4.9%) from 2020

Net Assets

Up

$1,169,611

Up $54,354 (+4.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin91st percentile

Revenue

Up

$87,600

Up $13,683 (+19%) from 2020

Expenses

Down

$33,246

Down $8,026 (-19%) from 2020

Net Income

Up

$54,354

Up $21,709 (+67%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$1,169,611
Liabilities$0
Net Assets$1,169,611
Open 2021 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$87,600
Expenses$33,246
Net Income$54,354
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 29, 2022
Return Version
2021v4.2
Gross Receipts
$87,600
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$1,115,257$1,169,611▲ $54,354
Investments Other Securities$1,029,249$1,099,023▲ $69,774
Savings and Temporary Cash Investments$73,125$53,215▼ $19,910
Cash and Non-Interest-Bearing Accounts$12,883$17,373▲ $4,490
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,115,257$1,169,611▲ $54,354
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,115,257$1,169,611▲ $54,354
Total Liabilities and Net Assets / Fund Balance$1,115,257$1,169,611▲ $54,354

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,099,023--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Christopher LandPresident
Misty HallVice President
Amy DentonBoard Member
Greg GrinnellBoard Member
Jack DyerBoard Member
Jean KilmurrayBoard Member
Jim JacksonBoard Member
Lisa CasoniBoard Member
Victoria BreenBoard Member
Carolyn VondryskaSecretary
Dave NevilleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,467
Program Service Revenue
$0
Investment Income
$12,101
Other Revenue
$39,032
All Other Contributions
$36,467
Change in Net Assets
$54,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,746
Total Fundraising Expense$22,259
Grants and Similar Amounts Paid$2,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$6,170-$6,170
Grants to Domestic Orgs$2,500--$2,500
Insurance-$1,513-$1,513
Advertising--$240$240
Office Expenses-$216-$216
Other Expenses-$146$22,019$146
All Other Expenses-$25-$25
Total Functional Expenses$2,500$8,487$22,259$33,246
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 president.”

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
8056465948
Address
PO BOX 1255, OJAI, CA 93024

Signing Officer

Name
Dave Neville
Title
Treasurer
Phone
8056465948
Signed
2022-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Cantle
Formed
2009
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
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 AppendixShowing 400 of 401 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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09718
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0103925
IRS990ScheduleA/InvestmentIncomeCYPct00.20990
IRS990ScheduleA/InvestmentIncomePYPct00.16220
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79010
IRS990ScheduleA/PublicSupportPY509Pct00.83780
IRS990ScheduleA/PublicSupportTotal509Amt0391274
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061269
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047943
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0188400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044463
IRS990ScheduleA/Total509Grp/TotalAmt0391274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt086947
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0198118
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048616
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0495199
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/BookValueAmt01099023
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01099023
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS REVIEWED BY THE PRESIDENT.
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/TotalAssetsBOYAmt01115257
IRS990/TotalAssetsEOYAmt01169611
IRS990/TotalAssetsGrp/BOYAmt01115257
IRS990/TotalAssetsGrp/EOYAmt01169611
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt036467
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt022259
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08487
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02500
IRS990/TotalFunctionalExpensesGrp/TotalAmt033246
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01115257
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01169611
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt051133
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt087600
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01115257
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01169611
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd093024
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.OVDF.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE NEVILLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08056465948
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OJAI VALLEY DEFENSE FUND
ReturnHeader/Filer/BusinessNameControlTxt0OJAI
ReturnHeader/Filer/EIN0270429286
ReturnHeader/Filer/PhoneNum08056465948
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1255
ReturnHeader/Filer/USAddress/CityNm0OJAI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093024
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/ReturnTs02022-09-15T16:14:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEVILLE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,169,611
Liabilities
$0
Net assets
$1,169,611
Revenue
$87,600
Expenses
$33,246
Net income
$54,354
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