Civic Intelligence

Ojai Valley Library Friends and Foundation

990 • Fiscal year 2019 • EIN 77-0415301

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

PO Box 1005Ojai, CA 93024

(805) 640-2850

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

43rd percentile

0.7%

Faster asset growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

-1.6%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$998,654

Up $6,921 (+0.7%) from 2018

Net Assets

Up

$998,504

Up $6,921 (+0.7%) from 2018

Liabilities

Flat

$150

Flat from 2018

Revenue

Down

$59,396

Down $963 (-1.6%) from 2018

Expenses

Down

$52,475

Down $2,549 (-4.6%) from 2018

Net Income

Up

$6,921

Up $1,586 (+30%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $526,042Liabilities 2011: $0Net Assets 2011: $526,0422011Assets 2012: $535,031Liabilities 2012: $0Net Assets 2012: $535,0312012Assets 2013: $936,605Liabilities 2013: $0Net Assets 2013: $936,6052013Assets 2014: $944,249Liabilities 2014: $0Net Assets 2014: $944,2492014Assets 2015: $943,552Liabilities 2015: $0Net Assets 2015: $943,5522015Assets 2016: $964,938Liabilities 2016: $0Net Assets 2016: $964,9382016Assets 2017: $986,398Liabilities 2017: $150Net Assets 2017: $986,2482017Assets 2018: $991,733Liabilities 2018: $150Net Assets 2018: $991,5832018Assets 2019: $998,654Liabilities 2019: $150Net Assets 2019: $998,5042019Assets 2020: $1,014,629Liabilities 2020: $150Net Assets 2020: $1,014,4792020Assets 2021: $1,047,903Liabilities 2021: $150Net Assets 2021: $1,047,7532021Assets 2022: $1,038,352Liabilities 2022: $150Net Assets 2022: $1,038,2022022Assets 2023: $1,064,723Liabilities 2023: $150Net Assets 2023: $1,064,5732023Assets 2024: $1,059,613Liabilities 2024: $150Net Assets 2024: $1,059,4632024

Highlighted filing

2019

Assets$998,654
Liabilities$150
Net Assets$998,504

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $50,223Expenses 2011: $38,160Net Income 2011: $12,0632011Revenue 2012: $50,091Expenses 2012: $41,102Net Income 2012: $8,9892012Revenue 2013: $434,328Expenses 2013: $32,754Net Income 2013: $401,5742013Revenue 2014: $59,224Expenses 2014: $51,580Net Income 2014: $7,6442014Revenue 2015: $60,862Expenses 2015: $61,559Net Income 2015: -$6972015Revenue 2016: $68,507Expenses 2016: $47,121Net Income 2016: $21,3862016Revenue 2017: $62,606Expenses 2017: $41,296Net Income 2017: $21,3102017Revenue 2018: $60,359Expenses 2018: $55,024Net Income 2018: $5,3352018Revenue 2019: $59,396Expenses 2019: $52,475Net Income 2019: $6,9212019Revenue 2020: $52,745Expenses 2020: $36,770Net Income 2020: $15,9752020Revenue 2021: $62,882Expenses 2021: $29,608Net Income 2021: $33,2742021Revenue 2022: $63,694Expenses 2022: $73,245Net Income 2022: -$9,5512022Revenue 2023: $75,517Expenses 2023: $59,502Net Income 2023: $16,0152023Revenue 2024: $76,480Expenses 2024: $76,684Net Income 2024: -$2042024

Highlighted filing

2019

Revenue$59,396
Expenses$52,475
Net Income$6,921
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$59,396
Mission and Program Overview

Mission

Library services enhancement

Library services enchancement

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$991,583$998,504▲ $6,921
Land, Buildings, and Equipment, Net$826,908$826,908→ $0
Savings and Temporary Cash Investments$110,546$149,656▲ $39,110
Cash and Non-Interest-Bearing Accounts$54,279$22,090▼ $32,189
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$991,733$998,654▲ $6,921
Liabilities
Other Liabilities$150$150→ $0
Total Liabilities$150$150→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$991,583$998,504▲ $6,921
Total Liabilities and Net Assets / Fund Balance$991,733$998,654▲ $6,921

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$826,908--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Judy OberlanderPresident
Alan SaltzmanVice President
Anne ShrageBoard Memeber
Art VanderBoard Memeber
Camille HollyBoard Memeber
Carol SmithBoard Memeber
John LambertBoard Memeber
Kerry SlatteryBoard Memeber
Liz BeatyBoard Memeber
Steve GrumetteBoard Memeber
Susan BeeBoard Memeber
Kris HumphriesSecretary
Fred RothenbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,137
Program Service Revenue
$0
Investment Income
$3,898
Other Revenue
$42,361
All Other Contributions
$3,432
Change in Net Assets
$6,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,475
Total Fundraising Expense$1,818
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$5,114--$5,114
All Other Expenses-$2,719$828$3,547
Insurance-$2,543-$2,543
Advertising--$990$990
Fees for Service Investment Mgmnt Fees-$175-$175
Total Functional Expenses$45,220$5,437$1,818$52,475
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Meeting Room Deposits$150
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

REVIEWED BY TREASURER

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Ojai Valley Library Friends & Found
EIN
77-0415301
Phone
8056402850
Address
PO BOX 1005, OJAI, CA 93024

Signing Officer

Name
Fred Rothenberg
Title
Treasurer
Phone
8059339500
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Rothenberg
Formed
1995
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
David G Junod CPA
Address
1000 TOWN CENTER DRIVE STE 215, OXNARD, CA 93036
Preparer
David G Junod CPA
Phone
8056402850
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0183828
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03898
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02280
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01271
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016538
IRS990ScheduleA/InvestmentIncomeCYPct00.05300
IRS990ScheduleA/InvestmentIncomePYPct00.04770
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94700
IRS990ScheduleA/PublicSupportPY509Pct00.95230
IRS990ScheduleA/PublicSupportTotal509Amt0295464
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055768
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057321
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062458
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059591
IRS990ScheduleA/Total509Grp/TotalAmt0295464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060360
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068508
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060862
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0312002
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0826908
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0826908
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0150
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEETING ROOM DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0826908
IRS990ScheduleD/TotalLiabilityAmt0150
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON 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
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IRS990/TotalAssetsEOYAmt0998654
IRS990/TotalAssetsGrp/BOYAmt0991733
IRS990/TotalAssetsGrp/EOYAmt0998654
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt013137
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01818
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05437
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045220
IRS990/TotalFunctionalExpensesGrp/TotalAmt052475
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0150
IRS990/TotalLiabilitiesEOYAmt0150
IRS990/TotalLiabilitiesGrp/BOYAmt0150
IRS990/TotalLiabilitiesGrp/EOYAmt0150
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0991583
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0998504
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt045220
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03898
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042361
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059396
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0991733
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0998654
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0OJAI
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093023
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.OVLFF.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED ROTHENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08059339500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OJAI VALLEY LIBRARY FRIENDS & FOUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FRED ROTHENBERG
ReturnHeader/Filer/BusinessNameControlTxt0OJAI
ReturnHeader/Filer/EIN0770415301
ReturnHeader/Filer/PhoneNum08056402850
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1005
ReturnHeader/Filer/USAddress/CityNm0OJAI
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08FA9351C890319C61321A3179AE0DDFB4AD6C73D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt08.45.30.154

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.08$0.08$0.00
2023Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.08$0.06$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.06$0.07$0.01
2021Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.06$0.03$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.05$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.05$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.06$0.06$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.06$0.04$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.07$0.05$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.43$0.03$0.40
2012Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$0.05$0.04$0.01
2011Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$0.05$0.04$0.01