Civic Intelligence

Greater Conejo Valley Community Foundation

990EZ • Fiscal year 2012 • EIN 72-1562527

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 07, 2013

Organization ProfileN/A
600 Hampshire Road91361
Siviq Scores

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

Liabilities / Assets

76th percentile

0.11x

Higher debt load relative to assets than 76% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

93rd percentile

0.64x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

61st percentile

7.5%

Faster asset growth than 61% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$126,577

Up $8,801 (+7.5%) from 2011

Net Assets

Up

$112,357

Up $6,138 (+5.8%) from 2011

Liabilities

Up

$14,220

Up $2,663 (+23%) from 2011

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin83rd percentile

Revenue

Up

$22,212

Up $3,544 (+19%) from 2011

Expenses

Down

$16,074

Down $3,010 (-16%) from 2011

Net Income

Up

$6,138

Up $6,554 (+1575%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$150K$100K$50K$0Assets 2011: $117,776Liabilities 2011: $11,557Net Assets 2011: $106,2192011Assets 2012: $126,577Liabilities 2012: $14,220Net Assets 2012: $112,3572012Assets 2013: $114,044Liabilities 2013: $11,478Net Assets 2013: $102,5662013Assets 2014: $113,113Liabilities 2014: $12,054Net Assets 2014: $101,0592014Assets 2015: $115,388Liabilities 2015: $14,247Net Assets 2015: $101,1412015Assets 2016: $117,747Liabilities 2016: $18,894Net Assets 2016: $98,8532016Assets 2017: $103,315Liabilities 2017: $17,418Net Assets 2017: $85,8972017Assets 2018: $93,186Liabilities 2018: $20,832Net Assets 2018: $72,3542018Assets 2019: $99,808Liabilities 2019: $3,641Net Assets 2019: $96,1672019Assets 2020: $79,834Liabilities 2020: $1,286Net Assets 2020: $78,5482020Assets 2021: $104,069Liabilities 2021: $10,534Net Assets 2021: $93,5352021Assets 2022: $107,451Liabilities 2022: $7,000Net Assets 2022: $100,4512022Assets 2023: $104,323Liabilities 2023: $3,062Net Assets 2023: $101,2612023Assets 2024: $110,063Liabilities 2024: $2,000Net Assets 2024: $108,0632024

Highlighted filing

2012

Assets$126,577
Liabilities$14,220
Net Assets$112,357
Open 2012 Filing

Operations Trend

Revenue Growth72nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $18,668Expenses 2011: $19,084Net Income 2011: -$4162011Revenue 2012: $22,212Expenses 2012: $16,074Net Income 2012: $6,1382012Revenue 2013: $11,685Expenses 2013: $21,476Net Income 2013: -$9,7912013Revenue 2014: $20,934Expenses 2014: $22,441Net Income 2014: -$1,5072014Revenue 2015: $42,769Expenses 2015: $42,687Net Income 2015: $822015Revenue 2016: $38,688Expenses 2016: $40,977Net Income 2016: -$2,2892016Revenue 2017: $54,499Expenses 2017: $67,455Net Income 2017: -$12,9562017Revenue 2018: $61,684Expenses 2018: $75,227Net Income 2018: -$13,5432018Revenue 2019: $114,852Expenses 2019: $91,039Net Income 2019: $23,8132019Revenue 2020: $102,494Expenses 2020: $120,113Net Income 2020: -$17,6192020Revenue 2021: $36,764Expenses 2021: $25,927Net Income 2021: $10,8372021Revenue 2022: $53,436Expenses 2022: $36,979Net Income 2022: $16,4572022Revenue 2023: $31,146Expenses 2023: $35,202Net Income 2023: -$4,0562023Revenue 2024: $29,613Expenses 2024: $26,023Net Income 2024: $3,5902024

Highlighted filing

2012

Revenue$22,212
Expenses$16,074
Net Income$6,138
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 7, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

Community educational and charitable support.

Filing and Contact Details

Filer

EIN
72-1562527
Raw XML Appendix200 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
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IRS990EZ/CashSavingsAndInvestments/BOY0117776
IRS990EZ/CashSavingsAndInvestments/EOY0123077
IRS990EZ/ContributionsGiftsGrantsEtc01338
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear06138
IRS990EZ/FeesAndOthPymtToIndContractors0900
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome043953
IRS990EZ/GrantsAndSimilarAmountsPaid08750
IRS990EZ/GrossReceipts045708
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome0417
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0106219
IRS990EZ/NetAssetsOrFundBalancesBOY0106219
IRS990EZ/NetAssetsOrFundBalances/EOY0112357
IRS990EZ/NetAssetsOrFundBalancesEOY0112357
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition72.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition82.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JOHN LAROCCA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1MARCIA SUTTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MATHEW MIDURA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MATT HUSS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4RICK LEMMO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5KRISTEN DAVIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6LEONARD GREENLEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7JILL LEDERER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8PHIL KOONCE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8Chairman
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/EOY03500
IRS990EZ/OtherExpensesTotal06424
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0COMMUNITY EDUCATIONAL AND CHARITABLE SUPPORT
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0VARIOUS DONATIONS TO COMMUNITY CHARITIES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1VARIOUS DONATIONS TO COMMUNITY STUDENTS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations05000
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses023496
IRS990EZ/SpecialEventsNetIncomeLoss020457
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY011557
IRS990EZ/SumOfTotalLiabilities/EOY014220
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10600 HAMPSHIRE ROAD STE 200
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0WESTLAKE VILLAGE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode091361
IRS990EZ/TheBooksAreInCareOf/NamePerson0JILL LEDERER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08053700035
IRS990EZ/TotalAssets/BOY0117776
IRS990EZ/TotalAssets/EOY0126577
IRS990EZ/TotalExpenses016074
IRS990EZ/TotalProgramServiceExpenses05000
IRS990EZ/TotalRevenue022212
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/CommunityTrust170b1Avi0X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear01338
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0243
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0649
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years02635
IRS990ScheduleA/GiftsGrantsContribReceived170/Total04865
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0417
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year01250
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years01766
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years02960
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years05470
IRS990ScheduleA/GrossInvestmentIncome170/Total011863
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PublicSupportPertcentage17000.29080
IRS990ScheduleA/PublicSupportPertcentPriorYear00.21420
IRS990ScheduleA/PublicSupportTotal17004865
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/TenPercentTestCurrentYear0X
IRS990ScheduleA/Total170/CurrentTaxYear01338
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0243
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0649
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years02635
IRS990ScheduleA/Total170/Total04865
IRS990ScheduleA/TotalSupport016728
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents023496
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1021106
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2012695
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents010152
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal043953
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1021106
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2012695
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents010152
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents043953
IRS990ScheduleG/EventsInformation/NameOfEvent10LEADERSHIP CONEJO
IRS990ScheduleG/EventsInformation/NameOfEvent20SPIRIT OF THE COMMUNITY
IRS990ScheduleG/EventsInformation/NetIncomeSummary020457
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent108152
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2011272
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents04072
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents023496
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents01
IRS990ScheduleO/GeneralExplanation/Explanation0UNEARNED EVENT INCOME - Beginning $11557 UNEARNED EVENT INCOME - Ending $14220
IRS990ScheduleO/GeneralExplanation/Explanation1Accounts Receivable - Beginning $0 Accounts Receivable - Ending $3500
IRS990ScheduleO/GeneralExplanation/Explanation2TAXES $10
IRS990ScheduleO/GeneralExplanation/Explanation3Travel $265
IRS990ScheduleO/GeneralExplanation/Explanation4Office Expenses $5332
IRS990ScheduleO/GeneralExplanation/Explanation5Advertising and Promotion $817
IRS990ScheduleO/GeneralExplanation/Explanation6| Cash Amount Given: $8750
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 26.1
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part II, Line 24.1005
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.1005
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.1001
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Total Liabilities.1
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Assets.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference6Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0721562527
ReturnHeader/Filer/Name/BusinessNameLine10GREATER CONEJO VALLEY
ReturnHeader/Filer/Name/BusinessNameLine20COMMUNITY FOUNDATION
ReturnHeader/Filer/NameControl0GREA
ReturnHeader/Filer/Phone08053700035
ReturnHeader/Filer/USAddress/AddressLine10600 HAMPSHIRE ROAD
ReturnHeader/Filer/USAddress/City0WESTLAKE VILLAGE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091361
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-07
ReturnHeader/Officer/Name0JILL LEDERER
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BRADFORD S ORMSBY CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1032107 LINDERO CANYON RD STE 225
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WESTLAKE VILLAGE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0913614263
ReturnHeader/Preparer/Name0Bradford S Ormsby CPA
ReturnHeader/Preparer/Phone08189911130
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-07T13:41:07-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$126,577
Liabilities
$14,220
Net assets
$112,357
Revenue
$22,212
Expenses
$16,074
Net income
$6,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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