Civic Intelligence

Conejo Valley Village

990EZ • Fiscal year 2020 • EIN 81-1010434

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 29, 2020

PO Box 3162Westlake Village, CA 91359

(805) 558-6170

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

81st percentile

34%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

18%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

-1.3%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$75,028

Up $11,607 (+18%) from 2019

Net Assets

Up

$75,028

Up $11,607 (+18%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$33,789

Down $439 (-1.3%) from 2019

Expenses

Up

$22,182

Up $8,017 (+57%) from 2019

Net Income

Down

$11,607

Down $8,456 (-42%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$75,028
Liabilities$0
Net Assets$75,028

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$33,789
Expenses$22,182
Net Income$11,607
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 29, 2020
Return Version
2019v5.1
Gross Receipts
$33,789
Mission and Program Overview

Mission

provide support services to seniors

Program Services

DescriptionGrantsExpenses
Other program services-$22,182
Transportation providedPersonal services providedSocial Events conducted--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris JonesDirectorPT$0--
Tony GittDirectortreasurerPT$0--
Lois BarberioDirectorsecretaryPT$0--
Lori BlissDirectorPT$0--
Barbara BalkeDirectorPT$0--
Danny WhiteDirectorPT$0--
Valorie FitchDirectorchairPT$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
Tony Gitt
Title
Treasurer
Phone
8055586170
Signed
2020-08-29
Discuss with paid preparer
No

Preparer

Firm
Walter W Knauss cpa
Address
PO Box 3727, Westlake Village, CA 91359-0727
Preparer
Walter W Knauss
Phone
8054969779
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountTransportation 4,188IT Costs 1,723Subscriptions 675Support team 1,316Event costs 3,535insurance liability 3,873Promotions 2,154Supplies 250Conferences 422Promotion exp 1,255donationss 200business registration fees 20verification costs 181education 42

Other program services Part III line 31

Line 28:Transportation provided: 1,611 rides to 53 different members. Volunteer drivers traveled more than 5,630 miles and contributed nearly 1,700 hours of their time to provide these transportation services.Personal services provided: walking pet dogs, decluttering/downsizing household items, light gardening, minor home repairs, assistance with electronics, home visitation, and reading/interpreting documents. Volunteers provided 409 personal services to 43 different members and volunteers contributed 747 hours to perform these personal services.Social Events conducted : CVV held a variety of social events for members, including outings (visits to local places of interest, movies), dining (at local restaurants and homes), hikes (at local malls, parks)

Raw XML Appendix175 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/USAddress/CityNm0Westlake Village
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091359
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063421
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075028
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06069
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt011607
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt033789
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027497
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063421
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075028
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063421
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chris Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tony Gitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lois Barberio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lori Bliss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Barbara Balke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Danny White
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Valorie Fitch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTORTREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTORSECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTORCHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019834
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0provide support services to seniors
IRS990EZ/PrintingPublicationsPostageAmt02348
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022182
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0223
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022182
IRS990EZ/TotalProgramServiceExpensesAmt022182
IRS990EZ/TotalRevenueAmt033789
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.conejovalleyvillage.org
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0129312
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0223
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0980
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt03987
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt01462
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt01007
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt07659
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0136971
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034228
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010389
IRS990ScheduleA/Total509Grp/TotalAmt0136971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037741
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010389
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0136971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTransportation 4,188IT Costs 1,723Subscriptions 675Support team 1,316Event costs 3,535insurance liability 3,873Promotions 2,154Supplies 250Conferences 422Promotion exp 1,255donationss 200business registration fees 20verification costs 181education 42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Line 28:Transportation provided: 1,611 rides to 53 different members. Volunteer drivers traveled more than 5,630 miles and contributed nearly 1,700 hours of their time to provide these transportation services.Personal services provided: walking pet dogs, decluttering/downsizing household items, light gardening, minor home repairs, assistance with electronics, home visitation, and reading/interpreting documents. Volunteers provided 409 personal services to 43 different members and volunteers contributed 747 hours to perform these personal services.Social Events conducted : CVV held a variety of social events for members, including outings (visits to local places of interest, movies), dining (at local restaurants and homes), hikes (at local malls, parks)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Tony Gitt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08055586170
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-29
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/FilingSecurityInformation/AtSubmissionCreationDeviceId03E851D247E9E2BB7702F308642C79562F27036D9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03E851D247E9E2BB7702F308642C79562F27036D9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07701432020244v11zals
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.156.157.200
ReturnHeader/FilingSecurityInformation/IPDt02020-08-31
ReturnHeader/FilingSecurityInformation/IPTm001:50:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953190379
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Walter W Knauss cpa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3727
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westlake Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913590727
ReturnHeader/PreparerPersonGrp/PhoneNum08054969779
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Walter W Knauss
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-30T19:28:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings