Ojai Valley Historical Society and Museum

Analysis

Ojai Valley Historical Society and Museum is a registered charity in United States, based in Ojai, CA. It received its IRS tax-exemption ruling in May 1967, 59 years ago. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Ojai Valley Historical Society and Museum reported income of $284k and spending of $324k, spending 114% of what it took in. Across the 4 years on record, from June 2020 to June 2023, income grew from $212k to $284k (+34%), an average of +10% a year. The sharpest change came in the year to June 2022, when income rose by 38%. Over the whole period it spent 107% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Ojai Valley Historical Society and Museum sits at the 59th percentile: it is larger than about 59% of them. Against every charity in United States with reported income it ranks in the 61st percentile, and in the 63rd percentile within CA. Charities of a similar size with the same main cause include Friends of Drake Well Inc ($284k), Captain Forbes House Museum ($284k) and PTA California Congress of Parents Teachers & Students Inc ($284k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 85% and program service revenue 6.9% of the total. Other salaries and wages came to $123k. At year end it held assets of $908k against liabilities of $8,289, net assets of $900k. It reported 5 employees.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.