Civic Intelligence

Conejo Valley Village

EIN 81-1010434 • 501(c)3 • Westlake Village, CA

Profile

Conejo Valley Village's purpose is to support its members with services which will facilitate living in one's own home, as well as opportunities to participate in social, cultural, educational and physical activities for a continued high quality of life.

PO Box 3162Westlake Village, CA 91359

www.conejovalleyvillage.org

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

65th percentile

6.9%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$166,666

Up $10,791 (+6.9%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$166,666

Up $10,791 (+6.9%) from 2024

Revenue

Up

$59,882

Up $9,203 (+18%) from 2024

Expenses

Up

$49,091

Up $3,166 (+6.9%) from 2024

Net Income

Up

$10,791

Up $6,037 (+127%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2016: $5,982Liabilities 2016: $0Net Assets 2016: $5,9822016Assets 2017: $20,915Liabilities 2017: $0Net Assets 2017: $20,9152017Assets 2018: $43,358Liabilities 2018: $0Net Assets 2018: $43,3582018Assets 2019: $63,421Liabilities 2019: $0Net Assets 2019: $63,4212019Assets 2020: $75,028Liabilities 2020: $0Net Assets 2020: $75,0282020Assets 2023: $151,121Net Assets 2023: $151,1212023Assets 2024: $155,875Net Assets 2024: $155,8752024Assets 2025: $166,666Net Assets 2025: $166,6662025

Highlighted filing

2025

Assets$166,666
Liabilities-
Net Assets$166,666

Operations Trend

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

$100K$50K$0Revenue 2016: $10,389Expenses 2016: $4,407Net Income 2016: $5,9822016Revenue 2017: $20,824Expenses 2017: $5,891Net Income 2017: $14,9332017Revenue 2018: $37,741Expenses 2018: $15,298Net Income 2018: $22,4432018Revenue 2019: $34,228Expenses 2019: $14,165Net Income 2019: $20,0632019Revenue 2020: $33,789Expenses 2020: $22,182Net Income 2020: $11,6072020Revenue 2023: $93,930Expenses 2023: $50,046Net Income 2023: $43,8842023Revenue 2024: $50,679Expenses 2024: $45,925Net Income 2024: $4,7542024Revenue 2025: $59,882Expenses 2025: $49,091Net Income 2025: $10,7912025

Highlighted filing

2025

Revenue$59,882
Expenses$49,091
Net Income$10,791

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$59,882
Mission and Program Overview

Mission

provide support services to seniors

Conejo Valley Village's purpose is to support its members with services which will facilitate living in one's own home, as well as opportunities to participate in social, cultural, educational and physical activities for a continued high quality of life.

Program Services

DescriptionGrantsExpenses
The organization provided 2,297 transportation services to their members during the fiscal year.-$14,032
The organization held 363 social events during the fiscal year with approx 2,236 attendees at these events.-$9,926
The organization logged 8,556 volunteer service hours for member services, call manager shifts, program support and admin support.-$5,419
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anh PalmerTreasurer-$0--
Barbara BalkeDirector-$0--
Lois BarberioSecretary-$0--
Jacqueline BladeChairman-$0--
Lori BlissDirector-$0--
Filing and Contact Details

Filer

Filer Name
Conejo Valley Village
EIN
81-1010434
Address
PO Box 3162, Westlake Village, CA 91359

Signing Officer

Name
Anh Palmer
Title
Treasurer
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Michael Adams CPA
Address
223 E Thousand Oaks Blvd 313, Thousand Oaks, CA 91360
Preparer
Michael Adams
Phone
8053731003
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $43

Other Expenses.1002

Office Expenses $440

Other Expenses.1003

Information Technology $2168

Other Expenses.1005

Travel $1842

Other Expenses.1012

Insurance $6050

Other Expenses.1

Volunteer Mileage Reimb $14032

Other Expenses.2

Event Costs $9926

Other Expenses.3

Contract Services $5928

Other Expenses.5

Team Appreciation Events $1584

Other Expenses.7

Outreach $861

Other Expenses.8

Books & Subscriptions $675

Other Expenses.9

Corp/Registration Fees $419

Other Expenses.10

Volunteer Appreciation $349

Other Expenses.11

Software $265

Other Expenses.12

Care Team Costs $135

Other Expenses.13

Education/Training $99

Other Expenses.14

Banking Fee $31

Other Assets.1

Other Assets - Beginning $250 Other Assets - Ending $250

Raw XML Appendix191 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $440
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $1842
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anh Palmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Conejo Valley Village
ReturnHeader/Filer/BusinessNameControlTxt0CONE
ReturnHeader/Filer/EIN0811010434
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3162
ReturnHeader/Filer/USAddress/CityNm0Westlake Village
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091359
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0332667430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael Adams CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 E Thousand Oaks Blvd 313
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Thousand Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091360
ReturnHeader/PreparerPersonGrp/PhoneNum08053731003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Adams
ReturnHeader/ReturnTs02025-11-03T11:35:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.