Civic Intelligence

Ojai Valley School

990 • Fiscal year 2024 • EIN 95-1661099

Sep 01, 2023 to Aug 31, 2024 • Filed on Jul 08, 2025

Organization Profilewww.ovs.org

View Organization Page

723 El Paseo RoadOjai, CA 93023

(805) 640-2575

Siviq Scores

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

Liabilities / Assets

79th percentile

0.61x

Higher debt load relative to assets than 79% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

1.85x

Higher debt load relative to revenue than 86% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

8th percentile

-29%

Higher net margin than 8% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$282,640

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

11th percentile

-6.1%

Faster asset growth than 11% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-7.2%

Faster revenue growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$49,344,477

Down $3,233,047 (-6.1%) from 2023

Net Assets

Down

$19,253,682

Down $4,191,534 (-18%) from 2023

Liabilities

Up

$30,090,795

Up $958,487 (+3.3%) from 2023

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin8th percentile

Revenue

Down

$16,281,033

Down $1,263,147 (-7.2%) from 2023

Expenses

Up

$21,012,021

Up $1,785,572 (+9.3%) from 2023

Net Income

Down

-$4,730,988

Down $3,048,719 (-181%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$60M$40M$20M$0Assets 2010: $21,688,944Liabilities 2010: $9,159,343Net Assets 2010: $12,529,6012010Assets 2011: $22,053,247Liabilities 2011: $9,345,581Net Assets 2011: $12,707,6662011Assets 2012: $25,143,196Liabilities 2012: $11,523,707Net Assets 2012: $13,619,4892012Assets 2013: $26,527,639Liabilities 2013: $11,758,561Net Assets 2013: $14,769,0782013Assets 2014: $28,246,281Liabilities 2014: $13,371,636Net Assets 2014: $14,874,6452014Assets 2015: $28,341,942Liabilities 2015: $13,897,439Net Assets 2015: $14,444,5032015Assets 2016: $31,664,354Liabilities 2016: $17,019,906Net Assets 2016: $14,644,4482016Assets 2017: $31,549,020Liabilities 2017: $16,503,221Net Assets 2017: $15,045,7992017Assets 2018: $43,470,655Liabilities 2018: $26,725,113Net Assets 2018: $16,745,5422018Assets 2019: $37,702,372Liabilities 2019: $15,289,888Net Assets 2019: $22,412,4842019Assets 2020: $43,071,627Liabilities 2020: $20,033,256Net Assets 2020: $23,038,3712020Assets 2021: $55,273,215Liabilities 2021: $28,524,648Net Assets 2021: $26,748,5672021Assets 2022: $52,301,732Liabilities 2022: $27,594,885Net Assets 2022: $24,706,8472022Assets 2023: $52,577,524Liabilities 2023: $29,132,308Net Assets 2023: $23,445,2162023Assets 2024: $49,344,477Liabilities 2024: $30,090,795Net Assets 2024: $19,253,6822024

Highlighted filing

2024

Assets$49,344,477
Liabilities$30,090,795
Net Assets$19,253,682
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $11,321,6002010Expenses 2011: $11,647,3582011Expenses 2012: $11,785,8752012Expenses 2013: $12,369,3752013Revenue 2014: $12,546,944Expenses 2014: $12,441,377Net Income 2014: $105,5672014Revenue 2015: $12,317,417Expenses 2015: $12,747,559Net Income 2015: -$430,1422015Revenue 2016: $13,837,121Expenses 2016: $13,637,176Net Income 2016: $199,9452016Revenue 2017: $14,385,553Expenses 2017: $13,984,202Net Income 2017: $401,3512017Revenue 2018: $16,252,142Expenses 2018: $14,552,399Net Income 2018: $1,699,7432018Revenue 2019: $14,387,572Expenses 2019: $14,907,959Net Income 2019: -$520,3872019Revenue 2020: $14,389,505Expenses 2020: $13,763,618Net Income 2020: $625,8872020Revenue 2021: $19,168,595Expenses 2021: $15,458,399Net Income 2021: $3,710,1962021Revenue 2022: $16,081,886Expenses 2022: $17,619,718Net Income 2022: -$1,537,8322022Revenue 2023: $17,544,180Expenses 2023: $19,226,449Net Income 2023: -$1,682,2692023Revenue 2024: $16,281,033Expenses 2024: $21,012,021Net Income 2024: -$4,730,9882024

Highlighted filing

2024

Revenue$16,281,033
Expenses$21,012,021
Net Income-$4,730,988
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 8, 2025
Return Version
2023v6.0
Gross Receipts
$16,340,630
Mission and Program Overview

Mission

Operation of a boarding school

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$38,370,383$38,729,657▲ $359,274
Accounts Receivable$2,680,751$2,507,485▼ $173,266
Investments in Publicly Traded Securities$3,993,106$2,483,734▼ $1,509,372
Cash and Non-Interest-Bearing Accounts$3,401,727$1,266,057▼ $2,135,670
Prepaid Expenses and Deferred Charges$751,269$715,219▼ $36,050
Pledges and Grants Receivable$213,838$225,858▲ $12,020
Inventories for Sale or Use$79,816$79,816→ $0
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$52,577,524$49,344,477▼ $3,233,047
Other Assets Total$3,086,634$3,336,651▲ $250,017
Liabilities
Deferred Revenue$13,219,778$14,306,566▲ $1,086,788
Mortgage Notes Payable Secured by Investment Property$13,453,131$12,834,624▼ $618,507
Other Liabilities$2,259,434$2,676,504▲ $417,070
Accounts Payable and Accrued Expenses$199,965$273,101▲ $73,136
Total Liabilities$29,132,308$30,090,795▲ $958,487
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,727,879$16,719,773▼ $2,008,106
Net Assets With Donor Restrictions$4,717,337$2,533,909▼ $2,183,428
Total Net Assets Fund Balance$23,445,216$19,253,682▼ $4,191,534
Total Liabilities and Net Assets / Fund Balance$52,577,524$49,344,477▼ $3,233,047

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$33,155,579$10,132,009$43,287,588
Leasehold Improvements$2,597,796$3,911,944$6,509,740
Equipment$338,489$3,824,987$4,163,476
Land$2,185,223-$2,185,223
Other Land Buildings$452,570$353,667$806,237
Other Assets Org$17,625--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$4,297,338$9,389▲ $528,577$2,290,000$2,533,912
2022$4,717,339$37,264▲ $420,635$850,000$4,297,337
2021$5,751,936$557,552▼ $491,707$1,061,833$4,717,339
2020$5,077,896$163,825▲ $840,259-$5,751,937
2019$5,436,904$102,994▲ $531,119$714,531$5,077,896
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lars KuellingHead of School-$244,875$31,640$282,640
Robert CendejasBusiness OfficerFT$172,669$40,430$217,209
Tracy WilsonAdvancement DirectFT$134,265$40,430$174,695
Craig FloydHead of UcFT$126,625$78,615$167,475
Laurie ClarkHead of LcFT$131,080$44,540$162,720

Board Members and Trustees

NameTitle
Nicholas ThacherChairman
Bob ZhengDirector
Craig MarcusDirector
Gail OrdwayDirector
Gretchen SchuetteDirector
James CaseyDirector
John B Denault IiiDirector
Katharine WangDirector
Kimberly CluffDirector
Osumane FofonaDirector
Robert G CooperDirector
Sally McClenahan DyerDirector
Vahagn NahabedianDirector
Andrew HelmanSecretary
Patricia H FarberTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
DeYoung ConstructionConstruction105 Valley Ridge St, Ojai, CA 93023$300,170
Revenue and Support

Revenue Composition

Contributions and Grants
$1,116,134
Program Service Revenue
$14,914,039
Investment Income
$50,127
Other Revenue
$200,733
All Other Contributions
$1,116,134
Change in Net Assets
$-4,730,988

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,281,033
Revenue Not Reported on Form 990
$539,454
Total Revenue per Audited Statements
$16,820,487
Total Revenue per Form 990
$16,281,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,866,364
Other Expenses$6,808,818
Grants and Similar Amounts Paid$3,336,839
Total Fundraising Expense$275,668
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,343,732$1,283,635$155,266$7,782,633
Grants to Domestic Individuals$3,336,839--$3,336,839
Insurance$1,588,880--$1,588,880
Other Employee Benefits$1,123,012$421,456$36,907$1,581,375
Depreciation Depletion$1,393,746--$1,393,746
All Other Expenses$734,614$452,871$45,444$1,232,929
Interest$586,285$102,453-$688,738
Payroll Taxes$485,673$104,352$11,273$601,298
Pension Plan Contributions$278,508$202,412$2,593$483,513
Current Officers, Directors, Trustees, and Key Employees$340,346$68,869$8,330$417,545
Other Expenses$326,836--$326,836
Advertising$54,477$36,668$15,855$107,000
Fees for Services Accounting-$549-$549
Total Functional Expenses$18,063,088$2,673,265$275,668$21,012,021

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,012,021
Total Expenses per Audited Statements$21,012,021
Total Expenses per Form 990$21,012,021
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$260,330
Fundraising Direct Expenses$59,597
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$260,330$260,330$59,597$200,733
Total Events$260,330$260,330$59,597$200,733
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Patricia FarberTreasurerTax Return PreparationNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$1,829,213
Current Portion of Long term debt$620,711
Student Deposit$208,894
Other Current Liabilities$14,179
Class Funds$3,507
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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

“The return was prepared by the Treasurer and reviewed by the Finance Committee prior to filing.”

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

“The Board of Trustees have appointed a Compensation Committee who meet as necessary to set the President's compensation and benefit package. They have hired consultants as needed to advise them of current industry norms and trends.”

Form 990, Part VI, Section C, Line 19

“Documents requests may be submitted to the business office”

Filing and Contact Details

Filer

Filer Name
Ojai Valley School
EIN
95-1661099
Phone
8056402575
Address
723 EL PASEO ROAD, OJAI, CA 93023

Signing Officer

Name
Patricia H Farber
Title
Treasurer
Signed
2025-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lars Kuelling
Formed
1912
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
211
Volunteers
22

Preparer

Firm
SingerLewak
Address
10960 Wilshire Blvd Ste 1100, Los Angeles, CA 90024
Preparer
Sherwin Tolentino
Phone
8055048410
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Endowment Fund represents temporarily restricted and permanently restricted monies to be retained indefinitely, with annual distributions to the Operating Fund. Up to 100% of the earnings on certain donor restricted funds are used annually for specific educational purposes, as per the donors' instructions. For non-donor restricted funds, up to 65% of the earnings (defined as earnings plus market change) of the Endowment Fund is earmarked to support the school on an annual basis, subject to approval by the Board of Directors.”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm4LAURIE CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm5Gail Ordway
IRS990/Form990PartVIISectionAGrp/PersonNm6Kimberly Cluff
IRS990/Form990PartVIISectionAGrp/PersonNm7Craig Marcus
IRS990/Form990PartVIISectionAGrp/PersonNm8PATRICIA H FARBER
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES CASEY
IRS990/Form990PartVIISectionAGrp/PersonNm10Sally McClenahan Dyer
IRS990/Form990PartVIISectionAGrp/PersonNm11Nicholas Thacher
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN B DENAULT III
IRS990/Form990PartVIISectionAGrp/PersonNm13Osumane Fofona
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBERT G COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm15Gretchen Schuette
IRS990/Form990PartVIISectionAGrp/PersonNm16Bob Zheng
IRS990/Form990PartVIISectionAGrp/PersonNm17Vahagn Nahabedian
IRS990/Form990PartVIISectionAGrp/PersonNm18ANDREW HELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19Katharine Wang
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IRS990/Form990PartVIISectionAGrp/TitleTxt1BUSINESS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2Advancement Direct
IRS990/Form990PartVIISectionAGrp/TitleTxt3HEAD OF UC
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,344,477
Liabilities
$30,090,795
Net assets
$19,253,682
Revenue
$16,281,033
Expenses
$21,012,021
Net income
-$4,730,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.3$30.1$19.3$16.3$21.0$4.73
2023Detailed filing. Detailed filing data is available for this year.$52.6$29.1$23.4$17.5$19.2$1.68
2022Detailed filing. Detailed filing data is available for this year.$52.3$27.6$24.7$16.1$17.6$1.54
2021Detailed filing. Detailed filing data is available for this year.$55.3$28.5$26.7$19.2$15.5$3.71
2020Detailed filing. Detailed filing data is available for this year.$43.1$20.0$23.0$14.4$13.8$0.63
2019Detailed filing. Detailed filing data is available for this year.$37.7$15.3$22.4$14.4$14.9$0.52
2018Detailed filing. Detailed filing data is available for this year.$43.5$26.7$16.7$16.3$14.6$1.70
2017Detailed filing. Detailed filing data is available for this year.$31.5$16.5$15.0$14.4$14.0$0.40
2016Detailed filing. Detailed filing data is available for this year.$31.7$17.0$14.6$13.8$13.6$0.20
2015Detailed filing. Detailed filing data is available for this year.$28.3$13.9$14.4$12.3$12.7$0.43
2014Detailed filing. Detailed filing data is available for this year.$28.2$13.4$14.9$12.5$12.4$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$11.8$14.8$12.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.1$11.5$13.6$11.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$9.35$12.7$11.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$9.16$12.5$11.3
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $25M-$50M nonprofits