Civic Intelligence

Westlake Village Community Foundation

EIN 77-0572317 • 501(c)3 • Westlake Village, CA

Profile

To promote and provide charitable, cultural, and educational activities, programs, and services for those who live and work in the city of westlake village.

31200 Oak Crest DriveWestlake Village, CA 91361

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

83rd percentile

38%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

-6.0%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$67,100

Up $18,501 (+38%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$67,100

Up $18,501 (+38%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$35,001

Down $2,226 (-6.0%) from 2023

Expenses

Down

$16,500

Down $29,637 (-64%) from 2023

Net Income

Up

$18,501

Up $27,411 (+308%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $470Liabilities 2011: $02011Assets 2012: $43,646Liabilities 2012: $02012Assets 2013: $37,531Liabilities 2013: $02013Assets 2014: $101,824Liabilities 2014: $02014Assets 2015: $95,343Liabilities 2015: $02015Assets 2016: $28,697Liabilities 2016: $02016Assets 2017: $46,581Liabilities 2017: $02017Assets 2018: $67,618Liabilities 2018: $02018Assets 2019: $55,043Liabilities 2019: $02019Assets 2020: $41,761Liabilities 2020: $02020Assets 2021: $38,141Liabilities 2021: $02021Assets 2022: $57,509Net Assets 2022: $57,5092022Assets 2023: $48,599Net Assets 2023: $48,5992023Assets 2024: $67,100Net Assets 2024: $67,1002024

Highlighted filing

2024

Assets$67,100
Liabilities-
Net Assets$67,100
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $81,500Expenses 2011: $82,943Net Income 2011: -$1,4432011Revenue 2012: $119,066Expenses 2012: $75,890Net Income 2012: $43,1762012Revenue 2013: $1,436Expenses 2013: $7,551Net Income 2013: -$6,1152013Revenue 2014: $67,460Expenses 2014: $3,167Net Income 2014: $64,2932014Revenue 2015: $319,071Expenses 2015: $325,552Net Income 2015: -$6,4812015Revenue 2016: $44,066Expenses 2016: $110,712Net Income 2016: -$66,6462016Revenue 2017: $26,886Expenses 2017: $9,002Net Income 2017: $17,8842017Revenue 2018: $26,797Expenses 2018: $5,760Net Income 2018: $21,0372018Revenue 2019: $23,092Expenses 2019: $35,667Net Income 2019: -$12,5752019Revenue 2020: $5,736Expenses 2020: $19,018Net Income 2020: -$13,2822020Revenue 2021: $0Expenses 2021: $3,620Net Income 2021: -$3,6202021Revenue 2022: $27,868Expenses 2022: $8,500Net Income 2022: $19,3682022Revenue 2023: $37,227Expenses 2023: $46,137Net Income 2023: -$8,9102023Revenue 2024: $35,001Expenses 2024: $16,500Net Income 2024: $18,5012024

Highlighted filing

2024

Revenue$35,001
Expenses$16,500
Net Income$18,501
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,100
Liabilities
-
Net assets
$67,100
Revenue
$35,001
Expenses
$16,500
Net income
$18,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.35$0.17$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.37$0.46$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.28$0.09$0.19
2021Summary only. Only limited summary data is available for this year.$0.38$0.00$0.00$0.04$0.04
2020Summary only. Only limited summary data is available for this year.$0.42$0.00$0.06$0.19$0.13
2019Summary only. Only limited summary data is available for this year.$0.55$0.00$0.23$0.36$0.13
2018Summary only. Only limited summary data is available for this year.$0.68$0.00$0.27$0.06$0.21
2017Summary only. Only limited summary data is available for this year.$0.47$0.00$0.27$0.09$0.18
2016Summary only. Only limited summary data is available for this year.$0.29$0.00$0.44$1.11$0.67
2015Summary only. Only limited summary data is available for this year.$0.95$0.00$3.19$3.26$0.06
2014Summary only. Only limited summary data is available for this year.$1.02$0.00$0.67$0.03$0.64
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$0.01$0.08$0.06
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$1.19$0.76$0.43
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.82$0.83$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$35,001
Mission and Program Overview

Mission

To promote and provide charitable, cultural, and educational activities, programs, and services for those who live and work in the city of westlake village.

Program Services

DescriptionGrantsExpenses
PROVIDE CULTURAL ACTIVITIES WITHIN THE CITY OF WESTLAKE PRIMARILY FOR ITS RESIDENTS-$10,000
PROVIDED INDIVIDUAL UP TO $1000 EDUCATIONAL SCHOLARSHIPS TO RESIDENTS OF WESTLAKE VILLAGE-$5,500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD HALPERNTrustee-$0--
SUSAN MCSWEENEYChairman-$0--
KELLY HONIGVice Chair-$0--
HARRY CRONERTrustee-$0--
BEVERLY BRUTZKUSTrustee-$0--
ROBERT DE GEUSCEO-$0--
ANTOINETTE MANNSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Westlake Village Community Foundation
EIN
77-0572317
Phone
8187061613
Address
31200 OAK CREST DRIVE, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Robert De Geus
Title
CEO
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Moss Levy & Hartzheim CPAs
Address
5800 Hannum Ave Ste E, Culver City, CA 90230
Preparer
Craig A Hartzheim
Phone
3106702745
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: VARIOUS RECIPIENTS (8) | Donee's Address: 31200 OAK CREST DRIVE WESTLAKE VILLAGE CA 91361 | Cash Amount Given: $5500”

Other Expenses.1002

“Office Expenses $1000”

Other Expenses.1

“CITY CELEBRATIONS $10000”

Raw XML Appendix158 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/BooksInCareOfDetail/PersonNm0ROB DE GEUS
IRS990EZ/BooksInCareOfDetail/PhoneNum08187061613
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt031200 OAK CREST DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTLAKE VILLAGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0913614643
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048599
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067100
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035001
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018501
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048599
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067100
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05500
IRS990EZ/GrossReceiptsAmt035001
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048599
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067100
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048599
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAD HALPERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN MCSWEENEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY HONIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HARRY CRONER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BEVERLY BRUTZKUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT DE GEUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANTOINETTE MANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND PROVIDE CHARITABLE, CULTURAL, AND EDUCATIONAL ACTIVITIES, PROGRAMS, AND SERVICES FOR THOSE WHO LIVE AND WORK IN THE CITY OF WESTLAKE VILLAGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED INDIVIDUAL UP TO $1000 EDUCATIONAL SCHOLARSHIPS TO RESIDENTS OF WESTLAKE VILLAGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE CULTURAL ACTIVITIES WITHIN THE CITY OF WESTLAKE PRIMARILY FOR ITS RESIDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016500
IRS990EZ/TotalProgramServiceExpensesAmt015500
IRS990EZ/TotalRevenueAmt035001
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037277
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0101937
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01945
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01945
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53110
IRS990ScheduleA/PublicSupportPY170Pct00.17970
IRS990ScheduleA/PublicSupportTotal170Amt055171
IRS990ScheduleA/SubstantialContributorsTotAmt046766
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037277
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01791
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0101937
IRS990ScheduleA/TotalSupportAmt0103882
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS RECIPIENTS (8) | Donee's Address: 31200 OAK CREST DRIVE WESTLAKE VILLAGE CA 91361 | Cash Amount Given: $5500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CITY CELEBRATIONS $10000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT DE GEUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTLAKE VILLAGE COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0770572317
ReturnHeader/Filer/PhoneNum08187061613
ReturnHeader/Filer/USAddress/AddressLine1Txt031200 OAK CREST DRIVE
ReturnHeader/Filer/USAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091361
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753194011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Levy & Hartzheim CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05800 Hannum Ave Ste E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Culver City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090230
ReturnHeader/PreparerPersonGrp/PhoneNum03106702745
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig A Hartzheim
ReturnHeader/ReturnTs02025-05-12T18:53:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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