HELP OF OJAI INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

DEIRDRE DALY

Phone

8056465122

Tax Period

2024-07-01 to 2025-06-30

HELP OF OJAI INC, founded in 1974, is a community nonprofit in the Human Services sector that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 40% operating margin.

Mission

Help of Ojai's (the Organization) mission is to combine community and individual resources to respond to the identified, unmet basic human needs of the Ojai Valley residents. The Organization is dedicated to assisting Ojai Valley citizens through various programs, including Home Delivered Meals, hot noon congregate meal, various supportive services and local travel. In addition, the Organization runs the local homeless service center and low-income assistance program. Help of Ojai's primary goal is to meet basic needs with 65% of its efforts being targeted at providing food, shelter and access to medical care. On the other hand, 20%, 11% and 4% of Help of Ojai's efforts are targeted at providing case management, support services and activities-based programs, respectively.

Program Service Accomplishments

Program 1

Expenses: $379,963

VALLEY OUTREACH The program offers resource and referral services to housed low-income residents of the Ojai Valley. In 2024/2025, VO provided 3,648 brown bag lunches for clients who are unsheltered, provided 400 boxes to families who are food insecure, and assisted 121 families in receiving subsidized energy, such as gas and electric services. In 2024/2025, Valley Outreach served around 3,045 clients.

Program 2

Expenses: $294,229

HOME DELIVERED MEALS - Hot meals on a daily basis to seniors or other qualified; delivered by volunteers.In 2024/2025 Help of Ojai served approx. 22,066 hot meals to seniors in the Ojai Valley, of...

HOME DELIVERED MEALS - Hot meals on a daily basis to seniors or other qualified; delivered by volunteers.In 2024/2025 Help of Ojai served approx. 22,066 hot meals to seniors in the Ojai Valley, of which 15% were congregate meals and 85% were home delivered meals.

Program 3

Expenses: $247,713

2nd HELPINGS - Thrift store outlet used for merchandise sold to the community and provide volunteer activities for seniors. In 2024/2025, 47 volunteers served the community by providing goods to...

2nd HELPINGS - Thrift store outlet used for merchandise sold to the community and provide volunteer activities for seniors. In 2024/2025, 47 volunteers served the community by providing goods to low-income families, as well as the previously homeless, who are establishing first-time households.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,127,762

Program Service Revenue $51,941

Investment Income $130,628

Other Revenue $463,105

TOTAL REVENUE $2,773,436

Expense Breakdown

Grants Paid $0

Salaries & Benefits $851,275

Fundraising Expenses $0

Program Expenses $1,514,670

Other Expenses $821,771

TOTAL EXPENSES $1,673,046

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,773,436	$1,512,801	+0.8%
Expenses	$1,673,046	$1,520,378	+0.1%
Net Income	$1,100,390	$-7,577	-146.2%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

250

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAYN WALTER	EXECUTIVE DIRECTOR	40.00		$97,017	$0	$97,017
MEGAN TELFER	DIRECTOR OF DEVELOPMENT AND VOLUNTE	40.00		$96,960	$0	$96,960
DEIRDRE DALY	President	3.00	Officer Director	$0	$0	$0
DON REED	Vice President	3.00	Officer Director	$0	$0	$0
DAVE HUNT	Director	3.00	Director	$0	$0	$0
BILL NUGENT	Director	3.00	Director	$0	$0	$0
MARGARET MARAPAO	Director	3.00	Director	$0	$0	$0
LAUREN DAVIS	Secretary	3.00	Officer Director	$0	$0	$0
BILL NORRIS	Vice President	3.00	Officer Director	$0	$0	$0
DAYLIN WESTON	Treasurer	3.00	Officer 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
2025	$2,773,436	$1,673,046	$4,675,643	$1,100,390
2024	$1,512,801	$1,520,378	$3,684,983	$-7,577
2023	$1,472,995	$1,473,832	$3,702,698	$-837
2022	$2,014,212	$1,453,971	$3,873,558	$560,241
2021	$5,332,160	$4,286,329	$2,849,471	$1,045,831
2020	$2,194,568	$2,259,717	$1,742,911	$-65,149
2019	$1,683,585	$1,561,115	$1,636,146	$122,470
2018	$1,793,512	$1,791,114	$1,514,753	$2,398