Civic Intelligence

Ojai Education Foundation

990 • Fiscal year 2019 • EIN 77-0322439

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileN/A
P O Box 1769Ojai, CA 93024

(805) 646-8430

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

24th percentile

-10%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-6.5%

Faster asset growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$123,680

Down $8,539 (-6.5%) from 2018

Net Assets

Down

$123,680

Down $8,539 (-6.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin24th percentile

Revenue

Up

$84,600

Up $10,040 (+13%) from 2018

Expenses

Down

$93,145

Down $10,563 (-10%) from 2018

Net Income

Up

-$8,545

Up $20,603 (+71%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $121,408Liabilities 2011: $0Net Assets 2011: $121,4082011Assets 2012: $111,675Liabilities 2012: $1Net Assets 2012: $111,6742012Assets 2013: $103,383Liabilities 2013: $0Net Assets 2013: $103,3832013Assets 2014: $80,609Liabilities 2014: $0Net Assets 2014: $80,6092014Assets 2015: $91,865Liabilities 2015: $0Net Assets 2015: $91,8652015Assets 2016: $139,507Liabilities 2016: $0Net Assets 2016: $139,5072016Assets 2017: $161,367Liabilities 2017: $0Net Assets 2017: $161,3672017Assets 2018: $132,219Liabilities 2018: $0Net Assets 2018: $132,2192018Assets 2019: $123,680Liabilities 2019: $0Net Assets 2019: $123,6802019Assets 2020: $177,607Liabilities 2020: $0Net Assets 2020: $177,6072020Assets 2021: $210,713Liabilities 2021: $0Net Assets 2021: $210,7132021Assets 2022: $191,278Net Assets 2022: $191,2782022Assets 2023: $356,033Net Assets 2023: $356,0332023Assets 2024: $373,765Net Assets 2024: $373,7652024Assets 2025: $399,620Net Assets 2025: $399,6202025

Highlighted filing

2019

Assets$123,680
Liabilities$0
Net Assets$123,680
Open 2019 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $107,533Expenses 2011: $79,372Net Income 2011: $28,1612011Expenses 2012: $87,1382012Revenue 2013: $101,683Expenses 2013: $109,974Net Income 2013: -$8,2912013Revenue 2014: $74,973Expenses 2014: $97,747Net Income 2014: -$22,7742014Revenue 2015: $82,986Expenses 2015: $71,731Net Income 2015: $11,2552015Revenue 2016: $90,593Expenses 2016: $42,950Net Income 2016: $47,6432016Revenue 2017: $76,830Expenses 2017: $60,138Net Income 2017: $16,6922017Revenue 2018: $74,560Expenses 2018: $103,708Net Income 2018: -$29,1482018Revenue 2019: $84,600Expenses 2019: $93,145Net Income 2019: -$8,5452019Revenue 2020: $69,434Expenses 2020: $15,507Net Income 2020: $53,9272020Revenue 2021: $65,989Expenses 2021: $32,533Net Income 2021: $33,4562021Revenue 2022: $22,418Expenses 2022: $30,263Net Income 2022: -$7,8452022Revenue 2023: $197,309Expenses 2023: $32,554Net Income 2023: $164,7552023Revenue 2024: $79,912Expenses 2024: $62,180Net Income 2024: $17,7322024Revenue 2025: $78,868Expenses 2025: $53,013Net Income 2025: $25,8552025

Highlighted filing

2019

Revenue$84,600
Expenses$93,145
Net Income-$8,545
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$84,600
Mission and Program Overview

Mission

To assist Ojai Public Schools with supplemental educational opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$132,219$123,680▼ $8,539
Cash and Non-Interest-Bearing Accounts$72,856$65,528▼ $7,328
Savings and Temporary Cash Investments$59,363$58,152▼ $1,211
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$132,219$123,680▼ $8,539
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$132,219$123,680▼ $8,539
Total Liabilities and Net Assets / Fund Balance$132,219$123,680▼ $8,539
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Victoria BortolussiPresident
Alsi RufVice President
Kirsten MartinezCo-Treasurer
Michelle Pitt-McQueenCo-Treasurer
Linda BurrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$7,348
Program Service Revenue
$5,143
Investment Income
$11,122
Other Revenue
$60,987
All Other Contributions
$7,348
Change in Net Assets
$-8,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,512
Other Expenses$17,633
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,512--$75,512
All Other Expenses$3,427--$3,427
Insurance$3,179--$3,179
Other Expenses$1,325--$1,325
Fees for Services Accounting$360--$360
Total Functional Expenses$93,145$0$0$93,145
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ojai Valley Unified School DistOjai, CA--$75,512
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,987
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Appeal$60,987$60,987-$60,987
Total Events$60,987$60,987-$60,987
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
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Ojai Education Foundation
EIN
77-0322439
Phone
8056468430
Address
P O Box 1769, Ojai, CA 93024

Signing Officer

Name
Michelle Pitt-McQueen
Title
Co-Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
30

Preparer

Firm
Ojai Valley Financial Services LLC
Address
1211 MARICOPA HWY STE 227, OJAI, CA 93023
Preparer
Elizabeth J Karnes EA
Phone
8056462444
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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/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077852
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074317
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093546
IRS990ScheduleA/Total509Grp/TotalAmt0407276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt076830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093553
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0420136
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Appeal
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt060987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060987
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt060987
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt075512
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Ojai Valley Unified School Dist
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0414 E Ojai Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Ojai
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093023
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0132219
IRS990/TotalAssetsEOYAmt0123680
IRS990/TotalAssetsGrp/BOYAmt0132219
IRS990/TotalAssetsGrp/EOYAmt0123680
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07348
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt093145
IRS990/TotalFunctionalExpensesGrp/TotalAmt093145
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0132219
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0123680
IRS990/TotalProgramServiceExpensesAmt093145
IRS990/TotalProgramServiceRevenueAmt05143
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016265
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt084600
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0132219
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0123680
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0P O Box 1769
IRS990/USAddress/CityNm0Ojai
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093024
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle Pitt-McQueen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ojai Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OJAI
ReturnHeader/Filer/EIN0770322439
ReturnHeader/Filer/PhoneNum08056468430
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 1769
ReturnHeader/Filer/USAddress/CityNm0Ojai
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770433228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OJAI VALLEY FINANCIAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01211 MARICOPA HWY STE 227
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OJAI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093023
ReturnHeader/PreparerPersonGrp/PhoneNum08056462444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth J Karnes EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-16T16:54:02-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,680
Liabilities
$0
Net assets
$123,680
Revenue
$84,600
Expenses
$93,145
Net income
-$8,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.00$4.00$0.79$0.53$0.26
2024Detailed filing. Detailed filing data is available for this year.$3.74$3.74$0.80$0.62$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.56$3.56$1.97$0.33$1.65
2022Detailed filing. Detailed filing data is available for this year.$1.91$1.91$0.22$0.30$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.66$0.33$0.33
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.69$0.16$0.54
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.85$0.93$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.75$1.04$0.29
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.77$0.60$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.91$0.43$0.48
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.83$0.72$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.75$0.98$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.02$1.10$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.87
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$1.08$0.79$0.28