Civic Intelligence

Conejo Valley Village

990EZ • Fiscal year 2023 • EIN 81-1010434

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 09, 2023

Organization Profilewww.conejovalleyvillage.org
PO Box 3162Westlake Village, CA 91359

(805) 208-6458

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

77th percentile

26%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

77th percentile

41%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$151,121

Up $76,093 (+101%) from 2020

Net Assets

Up

$151,121

Up $76,093 (+101%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$93,930

Up $60,141 (+178%) from 2020

Expenses

Up

$50,046

Up $27,864 (+126%) from 2020

Net Income

Up

$43,884

Up $32,277 (+278%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

2023

Assets$151,121
Liabilities-
Net Assets$151,121
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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

2023

Revenue$93,930
Expenses$50,046
Net Income$43,884
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 9, 2023
Return Version
2022v5.0
Gross Receipts
$93,930
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 held 234 social events during the fiscal year with approx 1,833 attendees at these events.-$18,431
The organization provided 1,721 transportation services to their members during the fiscal year.-$8,296
The organization logged 7,764 volunteer service hours for member services, call manager shifts, program support and admin support.-$6,529
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Valarie FitchChairman-$0--
Barbara BalkeDirector-$0--
Lois BarberioSecretary-$0--
Jacqueline BladeTreasurer-$0--
Lori BlissDirector-$0--
Barbara JimersonDirector-$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
Valarie Fitch
Title
Chairman
Signed
2023-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Barry E Mathews CPA
Address
223 E Thousand Oaks Bl313, Thousand Oaks, CA 91360
Preparer
Michael Adams
Phone
8053731003
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $283”

Other Expenses.1002

“Office Expenses $1051”

Other Expenses.1003

“Information Technology $5389”

Other Expenses.1005

“Travel $848”

Other Expenses.1012

“Insurance $5605”

Other Expenses.1

“Event Costs $18431”

Other Expenses.2

“Volunteer Mileage Reimb $8296”

Other Expenses.4

“Education/Training $2500”

Other Expenses.5

“Volunteer Appreciation $1864”

Other Expenses.7

“Books & Subscriptions $675”

Other Expenses.8

“Outreach $550”

Other Expenses.9

“Membership Refund $180”

Other Expenses.10

“Miscellaneous $156”

Other Expenses.11

“Registration Fees $125”

Other Expenses.12

“Care Team Costs $80”

Other Expenses.13

“Contract Services $38”

Other Expenses.14

“Banking Fee $4”

Raw XML Appendix183 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08052086458
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt043 Teardrop Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newbury Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091320
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0107237
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Valarie Fitch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Barbara Balke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lois Barberio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jacqueline Blade
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lori Bliss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Barbara Jimerson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046075
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Conejo 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.
IRS990EZ/PrintingPublicationsPostageAmt03971
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization held 234 social events during the fiscal year with approx 1,833 attendees at these events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The organization provided 1,721 transportation services to their members during the fiscal year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The organization logged 7,764 volunteer service hours for member services, call manager shifts, program support and admin support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018431
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18296
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26529
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050046
IRS990EZ/TotalProgramServiceExpensesAmt033256
IRS990EZ/TotalRevenueAmt093930
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.conejovalleyvillage.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt091413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt091413
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01013
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01013
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01503
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01503
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt091413
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091413
IRS990ScheduleA/Total509Grp/TotalAmt091413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt093929
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt093929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $5389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $5605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Event Costs $18431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Volunteer Mileage Reimb $8296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Education/Training $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Volunteer Appreciation $1864
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Books & Subscriptions $675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Outreach $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Membership Refund $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Miscellaneous $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Registration Fees $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Care Team Costs $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Contract Services $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Banking Fee $4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Valarie Fitch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-09
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/PreparerFirmName/BusinessNameLine1Txt0Barry E Mathews CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 E Thousand Oaks Bl313
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Thousand Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091360
ReturnHeader/PreparerPersonGrp/PhoneNum08053731003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Adams
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-09T18:17:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Valarie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Fitch
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,121
Liabilities
-
Net assets
$151,121
Revenue
$93,930
Expenses
$50,046
Net income
$43,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.67$1.67$0.60$0.49$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.51$0.46$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.94$0.50$0.44
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.34$0.22$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.34$0.14$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.38$0.15$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.21$0.06$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.10$0.04$0.06