Civic Intelligence

Conejo Schools Foundation

990 • Fiscal year 2023 • EIN 02-0705355

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 09, 2025

Organization ProfileCONEJOSCHOOLS.ORG
1336 N Moorpark Road 279Thousand Oaks, CA 91360

(805) 497-9511

Siviq Scores

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

Liabilities / Assets

71st percentile

0.13x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.16x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

54th percentile

5.3%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

41%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$883,324

Up $44,239 (+5.3%) from 2022

Net Assets

Up

$764,827

Up $142,042 (+23%) from 2022

Liabilities

Down

$118,497

Down $97,803 (-45%) from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin74th percentile

Revenue

Up

$742,650

Up $215,718 (+41%) from 2022

Expenses

Up

$590,478

Up $26,242 (+4.7%) from 2022

Net Income

Up

$152,172

Up $189,476 (+508%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$1.0M$500K$0Assets 2010: $701,935Liabilities 2010: $318,438Net Assets 2010: $383,4972010Assets 2011: $828,256Liabilities 2011: $385,871Net Assets 2011: $442,3852011Assets 2012: $680,837Liabilities 2012: $197,807Net Assets 2012: $483,0302012Assets 2013: $678,118Liabilities 2013: $202,706Net Assets 2013: $475,4122013Assets 2014: $770,465Liabilities 2014: $268,366Net Assets 2014: $502,0992014Assets 2015: $914,449Liabilities 2015: $225,958Net Assets 2015: $688,4912015Assets 2016: $881,502Liabilities 2016: $279,047Net Assets 2016: $602,4552016Assets 2017: $919,172Liabilities 2017: $297,901Net Assets 2017: $621,2712017Assets 2018: $787,947Liabilities 2018: $156,919Net Assets 2018: $631,0282018Assets 2019: $823,889Liabilities 2019: $186,977Net Assets 2019: $636,9122019Assets 2020: $848,377Liabilities 2020: $106,937Net Assets 2020: $741,4402020Assets 2021: $936,303Liabilities 2021: $164,486Net Assets 2021: $771,8172021Assets 2022: $839,085Liabilities 2022: $216,300Net Assets 2022: $622,7852022Assets 2023: $883,324Liabilities 2023: $166,062Net Assets 2023: $717,2622023Assets 2023: $883,324Liabilities 2023: $118,497Net Assets 2023: $764,8272023Assets 2024: $827,954Liabilities 2024: $19,015Net Assets 2024: $808,9392024Assets 2025: $677,847Liabilities 2025: $21,225Net Assets 2025: $656,6222025

Highlighted filing

2023

Assets$883,324
Liabilities$118,497
Net Assets$764,827
Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,321,1192010Revenue 2011: $881,951Expenses 2011: $823,063Net Income 2011: $58,8882011Revenue 2012: $793,538Expenses 2012: $752,893Net Income 2012: $40,6452012Revenue 2013: $586,364Expenses 2013: $593,982Net Income 2013: -$7,6182013Revenue 2014: $723,564Expenses 2014: $696,877Net Income 2014: $26,6872014Revenue 2015: $905,810Expenses 2015: $719,418Net Income 2015: $186,3922015Revenue 2016: $661,006Expenses 2016: $747,042Net Income 2016: -$86,0362016Revenue 2017: $690,942Expenses 2017: $672,126Net Income 2017: $18,8162017Revenue 2018: $800,529Expenses 2018: $790,772Net Income 2018: $9,7572018Revenue 2019: $745,323Expenses 2019: $739,439Net Income 2019: $5,8842019Revenue 2020: $578,986Expenses 2020: $474,458Net Income 2020: $104,5282020Revenue 2021: $751,396Expenses 2021: $721,019Net Income 2021: $30,3772021Revenue 2022: $526,932Expenses 2022: $564,236Net Income 2022: -$37,3042022Revenue 2023: $747,364Expenses 2023: $642,757Net Income 2023: $104,6072023Revenue 2023: $742,650Expenses 2023: $590,478Net Income 2023: $152,1722023Revenue 2024: $618,663Expenses 2024: $574,551Net Income 2024: $44,1122024Revenue 2025: $715,116Expenses 2025: $864,433Net Income 2025: -$149,3172025

Highlighted filing

2023

Revenue$742,650
Expenses$590,478
Net Income$152,172
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 9, 2025
Return Version
2022v5.0
Gross Receipts
$742,650
Mission and Program Overview

Mission

The conejo schools foundation supports student success throughout conejo valley unified school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$730,882$775,233▲ $44,351
Savings and Temporary Cash Investments$108,203$108,091▼ $112
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$839,085$883,324▲ $44,239
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$23,993$80,488▲ $56,495
Deferred Revenue$75,278--
Other Liabilities$117,029$38,009▼ $79,020
Total Liabilities$216,300$118,497▼ $97,803
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$336,978$506,255▲ $169,277
Net Assets With Donor Restrictions$285,807$258,572▼ $27,235
Total Net Assets Fund Balance$622,785$764,827▲ $142,042
Total Liabilities and Net Assets / Fund Balance$839,085$883,324▲ $44,239

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$107,970-▲ $121-$108,091
2021$107,970---$107,970
2020$107,970---$107,970
2019$105,171-▲ $2,949$150$107,970
2018$103,849-▲ $1,522$200$105,171
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Lana ClarkExecutive DirectorFT$42,500$42,500

Board Members and Trustees

NameTitle
Michael SoulesPast President
Sue WellsPresident
Denise ReaderVice President
Jon PowersVice President
Dianne Badoud MckayBoard Member
Dr Betsy ConnollyBoard Member
Elizabeth ArmstrongBoard Member
Mark DavisBoard Member
Paula NathanBoard Member
Viashali BhargavaBoard Member
Irene PughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$353,707
Program Service Revenue
$370,905
Investment Income
$156
Other Revenue
$17,882
All Other Contributions
$353,707
Change in Net Assets
$152,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$221,716
Other Expenses$197,381
Grants and Similar Amounts Paid$171,381
Total Fundraising Expense$5,882
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$130,363$3,401-$133,764
Grants to Domestic Orgs$91,549--$91,549
Grants to Domestic Individuals$79,832--$79,832
Current Officers, Directors, Trustees, and Key Employees$12,627$64,489-$77,116
All Other Expenses$33,334$4,233$1,937$39,504
Information Technology$25,032$5,495$3,945$34,472
Other Expenses$16,100--$16,100
Insurance$5,076$8,888-$13,964
Payroll Taxes$7,348$3,488-$10,836
Office Expenses-$4,090-$4,090
Fees for Services Accounting-$1,600-$1,600
Travel$1,336$126-$1,462
Total Functional Expenses$488,786$95,810$5,882$590,478
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CvusdThousand Oaks, CA-For various programs$77,549
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

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
Liability for Passthrough Entities$35,907
Payroll Liabilities$1,262
Security Deposits$840
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“Copies of tax returns are available upon request.”

Filing and Contact Details

Filer

Filer Name
Conejo Schools Foundation
EIN
02-0705355
Phone
8054979511
Address
1336 N Moorpark Road 279, THOUSAND OAKS, CA 91360

Signing Officer

Name
Sue Wells
Title
President
Signed
2025-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Wells
Formed
2003
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
11
Employees
13

Preparer

Firm
Allison & Gibb Llp
Address
601 E DAILY DRIVE SUITE 117, CAMARILLO, CA 93010
Preparer
Lisa a Allison CPA
Phone
8059871999
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“There are two new program services in the current fiscal year: (1) CSF Teacher Grants and (2) Conejo Closet and direct student support.”

Form 990, Part III, Line 3

“During the fiscal year, the foundation was able to provide direct student support to all mckinney-vento (unhoused) students by covering the cost for culminating activities for 5th, 8th, and 12th graders.”

Amended tax return for year ended June 30, 2023

“The Conejo School Foundation's ("Foundation") 2022 tax return for the year ended June 30, 2023 was amended to reflect the correction of payroll liability and other liability from passthrough entities. 1) The negative payroll liability was reclassified as expenses.2) Amounts related to the liability from passthrough entities were incorrectly recorded as the Foundation's income and expenses. For the amendment, the amounts have been adjusted out of income and expenses, resulting in the reduction of the liability from passthrough entities at June 30, 2023 of approximately $52,000.”

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IRS990/ReconcilationRevenueExpnssAmt0152172
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0370904
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0108203
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$883,324
Liabilities
$118,497
Net assets
$764,827
Revenue
$742,650
Expenses
$590,478
Net income
$152,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.66$0.72$0.86$0.15
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.02$0.81$0.62$0.57$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.17$0.72$0.75$0.64$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.12$0.76$0.74$0.59$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.22$0.62$0.53$0.56$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.16$0.77$0.75$0.72$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.11$0.74$0.58$0.47$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.19$0.64$0.75$0.74$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.16$0.63$0.80$0.79$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.30$0.62$0.69$0.67$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.28$0.60$0.66$0.75$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.23$0.69$0.91$0.72$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.27$0.50$0.72$0.70$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.20$0.48$0.59$0.59$0.01
2012Summary only. Only limited summary data is available for this year.$0.68$0.20$0.48$0.79$0.75$0.04
2011Summary only. Only limited summary data is available for this year.$0.83$0.39$0.44$0.88$0.82$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.32$0.38$1.32
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $500k-$1M nonprofits