THE OJAI FOUNDATION (EIN 510151116) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

ROBERT ADLER PECKERAR

Phone

8056468343

Tax Period

2022-07-01 to 2023-03-31

THE OJAI FOUNDATION, founded in 1975, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2022. Revenue surged 240% from the prior year, signaling strong growth momentum. The organization ran a surplus of $834K, a strong 68% operating margin.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $50,134

Program Service Revenue $169,874

Investment Income $1,207

Other Revenue $1,013,875

TOTAL REVENUE $1,235,090

Expense Breakdown

Grants Paid $0

Salaries & Benefits $203,741

Fundraising Expenses $24,540

Program Expenses $321,576

Other Expenses $197,592

TOTAL EXPENSES $401,333

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,235,090	$363,677	+2.4%
Expenses	$401,333	$1,048,345	-0.6%
Net Income	$833,757	$-684,668	-2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$11,536

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT ADLER PECKERAR	CEO	40.00	Officer	$11,536	$0	$11,536
MARC ROSNER	Chairman	2.00	Officer Director	$0	$0	$0
LYNN FRANCES JAE	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON PALEY	VICE-CHAIR & TR	1.00	Officer Director	$0	$0	$0
BONNIE TAMBLYN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE AIZENSTAT	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$1,235,090	$401,333	No data	$833,757
2022	$363,677	$1,048,345	$1,598,322	$-684,668
2021	$254,845	$494,477	$2,342,360	$-239,632
2020	$239,242	$487,483	$2,603,575	$-248,241
2019	$449,578	$536,420	$2,776,443	$-86,842
2018	$2,567,876	$1,284,315	$2,861,867	$1,283,561
2017	$1,331,146	$1,348,057	$1,974,085	$-16,911

THE OJAI FOUNDATION