Ojai Valley School
- Assets
- $55.3m
- Revenue
- $19.2m
- Investments
- $0.0
- Employees
- 132
- Location
- Ojai, CA
- Founding
- 04/1928
- Data as of
- 08/2021
- EIN
- 95-1661099
Organization Overview
Ojai Valley School is located in Ojai, CA. The organization was established in 1928. According to its NTEE Classification (B20) the organization is classified as: Elementary & Secondary Schools, under the broad grouping of Education and related organizations. As of 08/2021, Ojai Valley School employed 132 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ojai Valley School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 08/2021, Ojai Valley School generated $19.2m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.6% each year. All expenses for the organization totaled $15.5m during the year ending 08/2021. While expenses have increased by 2.1% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
OPERATION OF A BOARDING SCHOOL
Describe the Organization's Program Activity:
Part 3 - Line 4a
OPERATION OF A BOARDING AND DAY SCHOOL OFFERING SECONDARY AND COLLEGE PREPARATORY CURRICULUM, GRADES PRE-K TO 12. GRANTED HIGHEST LEVEL OF ACCREDIDATION BY WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michael Hall-Mounsey President | OfficerTrustee | 40 | $259,761 |
Robert Cendejas Business Manager | 40 | $177,857 | |
Craig Floyd Headmaster - Lower | 40 | $148,137 | |
Laurie Clark | 40 | $138,893 | |
Tracy Wilson Advancement Direct | 40 | $138,008 | |
Gina Fontana (see Above) | 40 | $116,869 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Deyoung Construction Construction | 8/30/21 | $111,503 |
Fredrick Fisher & Partners Architecture | 8/30/21 | $174,050 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,510,207 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,510,207 |
| Total Program Service Revenue | $15,567,572 |
| Investment income | $2,550 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $19,168,595 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $2,321,672 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $437,618 |
| Compensation of current officers, directors, key employees. | $437,618 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $5,783,410 |
| Pension plan accruals and contributions | $400,090 |
| Other employee benefits | $1,878,341 |
| Payroll taxes | $455,375 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $62,780 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $581,726 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $867,662 |
| Insurance | $422,967 |
| All other expenses | $920,881 |
| Total functional expenses | $15,458,399 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,250,884 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $1,089,893 |
| Accounts receivable, net | $2,379,790 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $409,139 |
| Inventories for sale or use | $79,816 |
| Prepaid expenses and deferred charges | $587,494 |
| Net Land, buildings, and equipment | $36,839,261 |
| Investments—publicly traded securities | $6,090,502 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,546,436 |
| Total assets | $55,273,215 |
| Accounts payable and accrued expenses | $1,981,687 |
| Grants payable | $0 |
| Deferred revenue | $9,818,002 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $15,062,477 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $1,662,482 |
| Total liabilities | $28,524,648 |
| Net assets without donor restrictions | $20,996,632 |
| Net assets with donor restrictions | $5,751,935 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $55,273,215 |
Grants Recieved
Over the last fiscal year, we have identified 14 grants that Ojai Valley School has recieved totaling $374,841.
| Awarding Organization | Amount |
|---|---|
Saint Paul & Minnesota Foundation Saint Paul, MN PURPOSE: MULTIPLE GRANTS FOR MULTIPLE PURPOSES | $139,000 |
Santa Barbara Foundation Santa Barbara, CA PURPOSE: EDUCATIONAL INSTITUTIONS | $80,969 |
Morgan Stanley Global Impact Funding Trust Inc Indianapolis, IN PURPOSE: UNRESTRICTED GENERAL SUPPORT | $60,000 |
Stanley & Joyce Black Family Foundation Beverly Hills, CA PURPOSE: TO SUPPORT OJAI VALLEY SCHOOLS PHILOSOPHY WHICH IS CONTAINED IN THE WORDS INTEGER VITAE, MEANING WHOLENESS OF LIFE, SYMMETRY OF LIFE, SOUNDNESS OF LIFE, AND, THEREFORE, POISE AND STRENGTH OF LIFE. TO ACCOMMODATE THE SCHOOL PHILOSOPHY, EVERY EFFORT IS MADE TO CREATE AN ATMOSPHERE FOR STUDENTS AND STAFF THAT IS CONDUCIVE TO LEARNING AND GROWING THROUGH THE FRAMEWORK OF A WARM FAMILY ENVIRONMENT. | $50,000 |
Garrison Family Foundation Boston, MA PURPOSE: GENERAL SUPPORT | $17,700 |
Paypal Charitable Giving Fund Washington, DC PURPOSE: General Support | $8,866 |
Endowment Analysis
| Beg. Balance | $5,077,896 |
| Earnings | $840,259 |
| Admin Expense | $30,043 |
| Net Contributions | $163,825 |
| Grants | $300,000 |
| Ending Balance | $5,751,937 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Francis Parker School San Diego, CA | $194,908,820 | $57,687,551 |
La Jolla Country Day School La Jolla, CA | $114,865,046 | $46,001,052 |
Sierra Canyon High School Foundation Chatsworth, CA | $85,774,367 | $48,990,674 |
Mid-Pacific Institute Honolulu, HI | $101,803,937 | $45,053,597 |
St Margaret Of Scotland Episcopal School San Juan Capistrano, CA | $134,064,500 | $40,914,385 |
Polytechnic School Pasadena, CA | $171,943,339 | $44,872,252 |
Robert Louis Stevenson School Pebble Beach, CA | $122,648,077 | $40,501,209 |
Head-Royce School Oakland, CA | $139,836,677 | $50,710,547 |
Leman Academy Of Excellence Inc Tucson, AZ | $127,912,652 | $38,356,100 |
San Domenico School San Anselmo, CA | $70,945,076 | $41,031,926 |
Alexander Dawson Foundation Las Vegas, NV | $318,582,392 | $50,508,481 |
Buckley School Sherman Oaks, CA | $161,147,758 | $37,463,452 |