Civic Intelligence

Greater Conejo Valley Community Foundation

990EZ • Fiscal year 2011 • EIN 72-1562527

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 23, 2012

Organization Profile N/A

600 Hampshire Road91361

Siviq Scores

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

Higher debt load relative to assets than 75% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Higher debt load relative to revenue than 93% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Higher net margin than 37% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

No value available

This filing does not contain officer compensation rows.

Source year 2011

Faster asset growth than 46% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Faster revenue growth than 98% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet

Liabilities / Assets75th percentile

Assets

$117,776

No earlier filing loaded for comparison.

Net Assets

$106,219

No earlier filing loaded for comparison.

Liabilities

$11,557

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue93rd percentile Net Margin37th percentile

Revenue

$18,668

No earlier filing loaded for comparison.

Expenses

$19,084

No earlier filing loaded for comparison.

Net Income

-$416

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

Highlighted filing

2011

Assets$117,776

Liabilities$11,557

Net Assets$106,219

Open 2011 Filing

Operations Trend

Revenue Growth98th percentile

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

Highlighted filing

2011

Revenue$18,668

Expenses$19,084

Net Income-$416

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Jul 23, 2012
Return Version: 2011v1.2

Mission and Program Overview

Mission

Community educational and charitable support.

Filing and Contact Details

Filer

EIN: 72-1562527

Raw XML Appendix204 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	119452
IRS990EZ/CashSavingsAndInvestments/EOY	0	117776
IRS990EZ/ContributionsGiftsGrantsEtc	0	243
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-416
IRS990EZ/FeesAndOthPymtToIndContractors	0	900
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/Form720Filed	0	false
IRS990EZ/FundraisingGrossIncome	0	36309
IRS990EZ/GrantsAndSimilarAmountsPaid	0	12000
IRS990EZ/GrossReceipts	0	37802
IRS990EZ/GrossReceiptsForPublicUse	0	0
IRS990EZ/GrossReceiptsLessThan25000	0	X
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InitiationFeesAndCapitalContri	0	0
IRS990EZ/InvestmentIncome	0	1250
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	106635
IRS990EZ/NetAssetsOrFundBalancesBOY	0	106635
IRS990EZ/NetAssetsOrFundBalances/EOY	0	106219
IRS990EZ/NetAssetsOrFundBalancesEOY	0	106219
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	0	600 HAMPSHIRE ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	1	600 HAMPSHIRE ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	2	600 HAMPSHIRE ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	3	600 HAMPSHIRE ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	4	600 HAMPSHIRE ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	0	WESTLAKE VILLAGE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	1	WESTLAKE VILLAGE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	2	WESTLAKE VILLAGE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	3	WESTLAKE VILLAGE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	4	WESTLAKE VILLAGE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	0	CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	1	CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	2	CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	3	CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	4	CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	0	91361
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	1	91361
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	2	91361
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	3	91361
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	4	91361
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	LEONARD GREENLEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	PETE TURPEL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	MARCIA SUTTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	JILL LEDERER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	PHIL KOONCE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Chairman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Director
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationFiled990T	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherExpensesTotal	0	6184
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	COMMUNITY EDUCATIONAL AND CHARITABLE SUPPORT
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	VARIOUS DONATIONS TO COMMUNITY CHARITIES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	VARIOUS DONATIONS TO COMMUNITY STUDENTS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	8000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	1	4000
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	19134
IRS990EZ/SpecialEventsNetIncomeLoss	0	17175
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	12817
IRS990EZ/SumOfTotalLiabilities/EOY	0	11557
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	600 HAMPSHIRE ROAD STE 200
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	WESTLAKE VILLAGE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	91361
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	JILL LEDERER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	8053700035
IRS990EZ/TotalAssets/BOY	0	119452
IRS990EZ/TotalAssets/EOY	0	117776
IRS990EZ/TotalExpenses	0	19084
IRS990EZ/TotalProgramServiceExpenses	0	12000
IRS990EZ/TotalRevenue	0	18668
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/AmountsSubstContributorsTotal	0	0
IRS990ScheduleA/CommunityTrust170b1Avi	0	X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	243
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	649
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	2635
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	3527
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear	0	1250
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year	0	1766
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years	0	2960
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years	0	5470
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years	0	1493
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	12939
IRS990ScheduleA/NetUBI/Total	0	0
IRS990ScheduleA/OtherIncome170/Total	0	0
IRS990ScheduleA/PublicSupportPertcentage170	0	0.21420
IRS990ScheduleA/PublicSupportPertcentPriorYear	0	0.32730
IRS990ScheduleA/PublicSupportTotal170	0	3527
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total	0	0
IRS990ScheduleA/TenPercentTestCurrentYear	0	X
IRS990ScheduleA/Total170/CurrentTaxYear	0	243
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year	0	649
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years	0	2635
IRS990ScheduleA/Total170/Total	0	3527
IRS990ScheduleA/TotalSupport	0	16466
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total	0	0
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	18534
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	21584
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2	0	10975
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	32559
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	21584
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2	0	10975
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	32559
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	LEADERSHIP CONEJO
IRS990ScheduleG/EventsInformation/NameOfEvent2	0	SPIRIT OF THE COMMUNITY
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	14025
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	8275
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2	0	10259
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	18534
IRS990ScheduleO/GeneralExplanation/Explanation	0	UNEARNED EVENT INCOME - Beginning $10630 UNEARNED EVENT INCOME - Ending $11557
IRS990ScheduleO/GeneralExplanation/Explanation	1	Accounts Payable and Accrued Expenses - Beginning $2187 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation	2	BANK SERVICE CHARGES $-30
IRS990ScheduleO/GeneralExplanation/Explanation	3	TAXES $10
IRS990ScheduleO/GeneralExplanation/Explanation	4	LICENSES AND PERMITS $20
IRS990ScheduleO/GeneralExplanation/Explanation	5	Travel $116
IRS990ScheduleO/GeneralExplanation/Explanation	6	Office Expenses $5373
IRS990ScheduleO/GeneralExplanation/Explanation	7	Advertising and Promotion $695
IRS990ScheduleO/GeneralExplanation/Explanation	8	\| Cash Amount Given: $12000
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part II, Line 26.1
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part II, Line 26.1001
IRS990ScheduleO/GeneralExplanation/Identifier	2	Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier	3	Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier	5	Form 990-EZ, Part I, Line 16.1005
IRS990ScheduleO/GeneralExplanation/Identifier	6	Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier	7	Form 990-EZ, Part I, Line 16.1001
IRS990ScheduleO/GeneralExplanation/Identifier	8	Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Total Liabilities.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Total Liabilities.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	Other Expenses.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference	6	Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference	7	Other Expenses.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference	8	Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	721562527
ReturnHeader/Filer/Name/BusinessNameLine1	0	GREATER CONEJO VALLEY
ReturnHeader/Filer/Name/BusinessNameLine2	0	COMMUNITY FOUNDATION
ReturnHeader/Filer/NameControl	0	GREA
ReturnHeader/Filer/Phone	0	8053700035
ReturnHeader/Filer/USAddress/AddressLine1	0	600 HAMPSHIRE ROAD
ReturnHeader/Filer/USAddress/City	0	WESTLAKE VILLAGE
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	91361
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2012-07-23
ReturnHeader/Officer/Name	0	JILL LEDERER
ReturnHeader/Officer/Title	0	President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	BRADFORD S ORMSBY CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	32107 LINDERO CANYON RD STE 225
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	WESTLAKE VILLAGE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	913614263
ReturnHeader/Preparer/Name	0	Bradford S Ormsby CPA
ReturnHeader/Preparer/Phone	0	8189911130
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-07-23T14:53:11-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Assets: $117,776
Liabilities: $11,557
Net assets: $106,219
Revenue: $18,668
Expenses: $19,084
Net income: -$416

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.10	$0.02	$1.08	$0.30	$0.26	$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.04	$0.03	$1.01	$0.31	$0.35	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$1.07	$0.07	$1.00	$0.53	$0.37	$0.16
2021Detailed filing. Detailed filing data is available for this year.	$1.04	$0.11	$0.94	$0.37	$0.26	$0.11
2020Detailed filing. Detailed filing data is available for this year.	$0.80	$0.01	$0.79	$1.02	$1.20	$0.18
2019Detailed filing. Detailed filing data is available for this year.	$1.00	$0.04	$0.96	$1.15	$0.91	$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.93	$0.21	$0.72	$0.62	$0.75	$0.14
2017Detailed filing. Detailed filing data is available for this year.	$1.03	$0.17	$0.86	$0.54	$0.67	$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.18	$0.19	$0.99	$0.39	$0.41	$0.02
2015Detailed filing. Detailed filing data is available for this year.	$1.15	$0.14	$1.01	$0.43	$0.43	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$1.13	$0.12	$1.01	$0.21	$0.22	$0.02
2013Detailed filing. Detailed filing data is available for this year.	$1.14	$0.11	$1.03	$0.12	$0.21	$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.27	$0.14	$1.12	$0.22	$0.16	$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.18	$0.12	$1.06	$0.19	$0.19	$0.00