Civic Intelligence

The Ojai Foundation

EIN 51-0151116 • 501(c)3 • Ojai, CA

Profile

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

PO Box 999Ojai, CA 93024

www.ojaifoundation.org

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

36th percentile

0.03x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

2nd percentile

-188%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

6th percentile

-32%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$0

Down $1,598,322 (-100%) from 2022

Liabilities

Down

$0

Down $9,382 (-100%) from 2022

Net Assets

Down

$0

Down $1,588,940 (-100%) from 2022

Operations
Liabilities / Revenue36th percentileNet Margin2nd percentile

Revenue

Up

$1,235,090

Up $871,413 (+240%) from 2022

Expenses

Down

$401,333

Down $647,012 (-62%) from 2022

Net Income

Up

$833,757

Up $1,518,425 (+222%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,756,815Liabilities 2011: $211,533Net Assets 2011: $1,545,2822011Assets 2012: $1,992,897Liabilities 2012: $139,132Net Assets 2012: $1,853,7652012Assets 2013: $2,002,370Liabilities 2013: $230,333Net Assets 2013: $1,772,0372013Assets 2014: $1,768,100Liabilities 2014: $145,937Net Assets 2014: $1,622,1632014Assets 2015: $1,712,236Liabilities 2015: $47,223Net Assets 2015: $1,665,0132015Assets 2016: $1,695,140Liabilities 2016: $113,467Net Assets 2016: $1,581,6732016Assets 2017: $1,974,085Liabilities 2017: $409,323Net Assets 2017: $1,564,7622017Assets 2018: $2,861,867Liabilities 2018: $13,544Net Assets 2018: $2,848,3232018Assets 2019: $2,776,443Liabilities 2019: $14,962Net Assets 2019: $2,761,4812019Assets 2020: $2,603,575Liabilities 2020: $90,335Net Assets 2020: $2,513,2402020Assets 2021: $2,342,360Liabilities 2021: $68,752Net Assets 2021: $2,273,6082021Assets 2022: $1,598,322Liabilities 2022: $9,382Net Assets 2022: $1,588,9402022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth83rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $773,439Expenses 2011: $1,045,911Net Income 2011: -$272,4722011Expenses 2012: $1,131,6102012Expenses 2013: $1,347,9662013Revenue 2014: $1,047,820Expenses 2014: $1,197,694Net Income 2014: -$149,8742014Revenue 2015: $1,042,082Expenses 2015: $999,232Net Income 2015: $42,8502015Revenue 2016: $735,340Expenses 2016: $818,680Net Income 2016: -$83,3402016Revenue 2017: $1,331,146Expenses 2017: $1,348,057Net Income 2017: -$16,9112017Revenue 2018: $2,567,876Expenses 2018: $1,284,315Net Income 2018: $1,283,5612018Revenue 2019: $449,578Expenses 2019: $536,420Net Income 2019: -$86,8422019Revenue 2020: $239,242Expenses 2020: $487,483Net Income 2020: -$248,2412020Revenue 2021: $254,845Expenses 2021: $494,477Net Income 2021: -$239,6322021Revenue 2022: $363,677Expenses 2022: $1,048,345Net Income 2022: -$684,6682022Revenue 2023: $1,235,090Expenses 2023: $401,333Net Income 2023: $833,7572023

Highlighted filing

2023

Revenue$1,235,090
Expenses$401,333
Net Income$833,757
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,235,090
Expenses
$401,333
Net income
$833,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.24$0.40$0.83
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.59$0.36$1.05$0.68
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.07$2.27$0.25$0.49$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.09$2.51$0.24$0.49$0.25
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.01$2.76$0.45$0.54$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.86$0.01$2.85$2.57$1.28$1.28
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.41$1.56$1.33$1.35$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.11$1.58$0.74$0.82$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.05$1.67$1.04$1.00$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.77$0.15$1.62$1.05$1.20$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.23$1.77$1.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.14$1.85$1.13
2011Summary only. Only limited summary data is available for this year.$1.76$0.21$1.55$0.77$1.05$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Mar 31, 2023
Signed
Dec 11, 2023
Return Version
2022v5.0
Gross Receipts
$1,235,090
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$729,306$0▼ $729,306
Cash and Non-Interest-Bearing Accounts$525,135$0▼ $525,135
Savings and Temporary Cash Investments$329,234$0▼ $329,234
Prepaid Expenses and Deferred Charges$7,500$0▼ $7,500
Inventories for Sale or Use$2,147$0▼ $2,147
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$1,598,322$0▼ $1,598,322
Other Assets Total$5,000$0▼ $5,000
Liabilities
Accounts Payable and Accrued Expenses$5,843--
Other Liabilities$3,539--
Total Liabilities$9,382$0▼ $9,382
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,561,794--
Net Assets With Donor Restrictions$27,146--
Total Net Assets Fund Balance$1,588,940$0▼ $1,588,940
Total Liabilities and Net Assets / Fund Balance$1,598,322$0▼ $1,598,322
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Robert Adler PeckerarCEOFT$11,536$11,536

Board Members and Trustees

NameTitle
Marc RosnerChairman
Aaron PaleyVice-chair & Tr
Bonnie TamblynBoard Member
Lynn Frances JaeBoard Member
Steve AizenstatBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$50,134
Program Service Revenue
$169,874
Investment Income
$1,207
Other Revenue
$1,013,875
All Other Contributions
$50,134
Change in Net Assets
$833,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$203,741
Other Expenses$197,592
Total Fundraising Expense$24,540
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$111,968$27,236$12,105$151,309
Other Employee Benefits$18,644$4,535$2,016$25,195
Depreciation Depletion$17,924$4,360$1,938$24,222
Payroll Taxes$11,619$2,826$1,256$15,701
Fees for Services Other$9,528$2,318$1,030$12,876
Current Officers, Directors, Trustees, and Key Employees$8,537$2,076$923$11,536
All Other Expenses$7,897$1,921$853$10,671
Insurance$7,401$1,800$800$10,001
Other Expenses$4,571$1,112$494$6,177
Travel$1,298$316$140$1,754
Office Expenses$475$115$51$641
Total Functional Expenses$321,576$55,217$24,540$401,333
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“Form 990 is reviewed by executive director and board treasurer before being signed and filed. Cpa goes over any questions or concerns.”

Form 990, Part VI, Section B, Line 15B

“For key employees, the board discusses and approves of new salaries or changes in salaries. For non-key employees, the board discusses and approves of general changes or hiring. The review process is performed by the employee and their supervisor and includes an assessment of performance. This is performed for the executive director, as well.”

Form 990, Part VI, Section C, Line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
The Ojai Foundation
EIN
51-0151116
Phone
8056468343
Address
PO BOX 999, OJAI, CA 93024

Signing Officer

Name
Robert Adler Peckerar
Title
CEO
Signed
2023-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Adler Peckerar
Formed
1975
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
8

Preparer

Firm
Soares Sandall Bernacchi Petrovich
Address
2051 SOLAR DR SUITE 200, OXNARD, CA 93036
Preparer
Richard C Heldwein
Phone
8054857965
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Transfer to Topa Institute as a result of merger = -$2422697”

Financial Statement Notes

Part X : FIN48 Footnote

“On July 1, 2009, the Foundation adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits or expenses are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not to be sustained upon examination by tax authorities. The Foundation has analyzed tax positions taken for filing with the Internal Revenue Service and State of California. The Foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the Foundation's financial condition, results of operations or cash flows. Accordingly, the Foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain tax positions at March 31, 2023.The Foundation's policy is to classify income tax related interest and penalties as interest expense on the financial statements.The Foundation's 2021, 2020, and 2019 tax years remain subject to examination by the Internal Revenue Service and the California Franchise Tax Board.”

Raw XML AppendixShowing 400 of 472 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/OtherEmployeeBenefitsGrp/FundraisingAmt02016
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04535
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018644
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025195
IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICE ACCOMPLISHMENT
IRS990/OtherExpensesGrp/Desc1RENT
IRS990/OtherExpensesGrp/Desc2website & internet
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt02400
IRS990/OtherExpensesGrp/FundraisingAmt1534
IRS990/OtherExpensesGrp/FundraisingAmt2494
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05400
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11202
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21112
IRS990/OtherExpensesGrp/ProgramServicesAmt094574
IRS990/OtherExpensesGrp/ProgramServicesAmt122200
IRS990/OtherExpensesGrp/ProgramServicesAmt24940
IRS990/OtherExpensesGrp/ProgramServicesAmt34571
IRS990/OtherExpensesGrp/TotalAmt094574
IRS990/OtherExpensesGrp/TotalAmt130000
IRS990/OtherExpensesGrp/TotalAmt26676
IRS990/OtherExpensesGrp/TotalAmt36177
IRS990/OtherLiabilitiesGrp/BOYAmt03539
IRS990/OtherRevenueMiscGrp/Desc0Settlement Proceeds
IRS990/OtherRevenueMiscGrp/Desc1miscellaneous income
IRS990/OtherRevenueMiscGrp/ExclusionAmt01013469
IRS990/OtherRevenueMiscGrp/ExclusionAmt1406
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01013469
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1406
IRS990/OtherRevenueTotalAmt01013875
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012105
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027236
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0111968
IRS990/OtherSalariesAndWagesGrp/TotalAmt0151309
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01256
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02826
IRS990/PayrollTaxesGrp/ProgramServicesAmt011619
IRS990/PayrollTaxesGrp/TotalAmt015701
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROBERT ADLER PECKERAR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0169874
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0169874
IRS990/ProgSrvcAccomActy2Grp/Desc0LAND-BASED PROGRAMS - THE PRACTICE OF COUNCIL IS A CORNERSTONE OF TOF PROGRAMMING. COUNCIL CREATES A PLACE FOR DEEP LISTENING AND COMMUNICATION THAT LENDS ITSELF TO RESOLVING CONFLICTS AND DISCOVERING THE DEEPER, OFTEN UNEXPRESSED NEEDS OF INDIVIDUALS AND ORGANIZATIONS. COUNCIL PROVIDES A COMPREHENSIVE MEANS FOR CO-VISIONING AND MAKING DECISIONS IN A GROUP CONTEXT. LAND STEWARDSHIP PROGRAMS PROVIDE THE OPPORTUNITY FOR MEANINGFUL CONNECTION WITH PLACE IN A COMMUNITY CONTEXT.OUR YOUTH RITES OF PASSAGE PROGRAMS SUPPORT YOUTH TO MARK TIMES OF SIGNIFICANCE WHILE PROVIDING A RICH BACKGROUND THAT HELPS TO FRAME THESE EXPERIENCES. FURTHERMORE, THESE EXPERIENCES ARE GROUNDED WITHIN GROUP INTERACTION AND RELATIONSHIP, WHICH ENCOURAGES YOUTH TO CONNECT WITH EACH OTHER WHILE EXPLORING THE DEPTHS OF THEIR PERSONAL SELVES. FOR ONE TO FIVE DAY IN-PERSON AND ONLINE RETREATS, YOUTH PARTICIPATE IN COUNCIL, ART, PERSONAL INTROSPECTION, AND LAND STEWARDSHIP PROJECTS. BY COMBINING THESE ACTIVITIES IN A UNIQUE WAY, THE FOUNDATION PROVIDES A SPACE IN WHICH STUDENTS EXPLORE THE SIGNIFICANT TRANSITIONS OF THEIR LIVES, CLARIFY PERSONAL VALUES, EXPLORE ISSUES OF DIVERSITY, AND DEEPEN THEIR RELATIONSHIP TO NATURE, THEMSELVES, AND EACH OTHER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt080464
IRS990/ProgSrvcAccomActy3Grp/Desc0Rites 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. On average we serve approximately 200 youth annually.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt028253
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt059572
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05796
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0713907
IRS990/PYOtherRevenueAmt051050
IRS990/PYProgramServiceRevenueAmt0247259
IRS990/PYRevenuesLessExpensesAmt0-684668
IRS990/PYSalariesCompEmpBnftPaidAmt0334438
IRS990/PYTotalExpensesAmt01048345
IRS990/PYTotalRevenueAmt0363677
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0833757
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0329234
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0110818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0169959
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0185343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0575826
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012847
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07312
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt041307
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0761221
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01013875
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt051050
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt049153
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt050000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01164078
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.32330
IRS990ScheduleA/PublicSupportPY170Pct00.92490
IRS990ScheduleA/PublicSupportTotal170Amt0575826
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0110818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0169959
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0185343
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0575826
IRS990ScheduleA/TotalSupportAmt01781211
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0On July 1, 2009, the Foundation adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits or expenses are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not to be sustained upon examination by tax authorities. The Foundation has analyzed tax positions taken for filing with the Internal Revenue Service and State of California. The Foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the Foundation's financial condition, results of operations or cash flows. Accordingly, the Foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain tax positions at March 31, 2023.The Foundation's policy is to classify income tax related interest and penalties as interest expense on the financial statements.The Foundation's 2021, 2020, and 2019 tax years remain subject to examination by the Internal Revenue Service and the California Franchise Tax Board.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0true
IRS990ScheduleN/EmployeeOfSuccessorInd0true
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash and cash equivalents
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1Property and equipemnt
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-03-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12023-03-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt01644628
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt1780769
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Carrying value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1Book value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt09739 N Ojai Rd
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt19739 N Ojai Rd
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Ojai
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1Ojai
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd093023
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd193023
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IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY EXECUTIVE DIRECTOR AND BOARD TREASURER BEFORE BEING SIGNED AND FILED. CPA GOES OVER ANY QUESTIONS OR CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOR KEY EMPLOYEES, THE BOARD DISCUSSES AND APPROVES OF NEW SALARIES OR CHANGES IN SALARIES. FOR NON-KEY EMPLOYEES, THE BOARD DISCUSSES AND APPROVES OF GENERAL CHANGES OR HIRING. THE REVIEW PROCESS IS PERFORMED BY THE EMPLOYEE AND THEIR SUPERVISOR AND INCLUDES AN ASSESSMENT OF PERFORMANCE. THIS IS PERFORMED FOR THE EXECUTIVE DIRECTOR, AS WELL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transfer to Topa Institute as a result of merger = -$2422697
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt01598322
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01598322

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