Civic Intelligence

Conejo Valley Village

990EZ • Fiscal year 2024 • EIN 81-1010434

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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

(805) 208-2814

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

61st percentile

9.4%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

54th percentile

3.1%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

12th percentile

-46%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$155,875

Up $4,754 (+3.1%) from 2023

Net Assets

Up

$155,875

Up $4,754 (+3.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Down

$50,679

Down $43,251 (-46%) from 2023

Expenses

Down

$45,925

Down $4,121 (-8.2%) from 2023

Net Income

Down

$4,754

Down $39,130 (-89%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2024

Assets$155,875
Liabilities-
Net Assets$155,875
Open 2024 Filing

Operations Trend

Revenue Growth12th 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

2024

Revenue$50,679
Expenses$45,925
Net Income$4,754
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$50,679
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 1,730 transportation services to their members during the fiscal year.-$10,083
The organization held 232 social events during the fiscal year with approx 2,099 attendees at these events.-$10,065
The organization logged 7,764 volunteer service hours for member services, call manager shifts, program support and admin support.-$5,328
Compensation and Service Providers
Top Officer Pay79th percentile

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
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Michael Adams 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 $988”

Other Expenses.1002

“Office Expenses $627”

Other Expenses.1003

“Information Technology $2137”

Other Expenses.1012

“Insurance $5611”

Other Expenses.1

“Volunteer Mileage Reimb $10083”

Other Expenses.2

“Event Costs $10065”

Other Expenses.3

“Contract Services $5328”

Other Expenses.5

“Volunteer Appreciation $2249”

Other Expenses.6

“Donations to Causes $1800”

Other Expenses.7

“Membership Refund $900”

Other Expenses.9

“Books & Subscriptions $675”

Other Expenses.10

“Corp/Registration Fees $656”

Other Expenses.11

“Education/Training $349”

Other Expenses.12

“Outreach $329”

Other Expenses.13

“Software $260”

Other Expenses.14

“Care Team Costs $120”

Other Expenses.15

“Miscellaneous $61”

Other Expenses.16

“Banking Fee $15”

Other Assets.1

“Other Assets - Beginning $0 Other Assets - Ending $250”

Raw XML Appendix187 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Anh Palmer
IRS990EZ/BooksInCareOfDetail/PhoneNum08052082814
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 6682
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Westlake Village
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091359
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0151121
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0155625
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044019
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04754
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0395
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0151121
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0155875
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt050679
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06660
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0151121
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0155875
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0151121
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0155875
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anh Palmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Barbara Balke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lois Barberio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jacqueline Blade
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lori Bliss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0250
IRS990EZ/OtherExpensesTotalAmt042253
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/PrintingPublicationsPostageAmt03277
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization held 232 social events during the fiscal year with approx 2,099 attendees at these events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The organization provided 1,730 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/ProgramServiceExpensesAmt010065
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110083
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25328
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/TotalExpensesAmt045925
IRS990EZ/TotalProgramServiceExpensesAmt025476
IRS990EZ/TotalRevenueAmt050679
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.conejovalleyvillage.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt091413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0127594
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06660
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07673
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07673
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01341
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01503
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02844
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0127594
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036181
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091413
IRS990ScheduleA/Total509Grp/TotalAmt0127594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt093929
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0138111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $2137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $5611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Volunteer Mileage Reimb $10083
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Event Costs $10065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Contract Services $5328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Volunteer Appreciation $2249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Donations to Causes $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Membership Refund $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Books & Subscriptions $675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Corp/Registration Fees $656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Education/Training $349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Outreach $329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Software $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Care Team Costs $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Miscellaneous $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Banking Fee $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Other Assets - Beginning $0 Other Assets - Ending $250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anh Palmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/PreparerFirmEIN0680542205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael Adams 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/ReturnTs02024-11-14T21:28:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$155,875
Liabilities
-
Net assets
$155,875
Revenue
$50,679
Expenses
$45,925
Net income
$4,754
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