Civic Intelligence

Conservation Endowment Fund

990T • Fiscal year 2023 • EIN 94-2702221

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
PO Box 6Oak View, CA 93022

(805) 646-9963

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,209,056Liabilities 2011: $130,8352011Assets 2012: $3,867,584Liabilities 2012: $78,6972012Assets 2019: $2,812,134Liabilities 2019: $7,9212019Assets 2020: $2,770,910Liabilities 2020: $11,022Net Assets 2020: $2,759,8882020Assets 2021: $2,844,417Liabilities 2021: $27,613Net Assets 2021: $2,816,8042021Assets 2022: $3,313,001Liabilities 2022: $25,420Net Assets 2022: $3,287,5812022Assets 2023: $3,192,927Liabilities 2023: $22,5272023Assets 2024: $3,120,123Liabilities 2024: $6,093Net Assets 2024: $3,114,0302024

Latest loaded filing

2024

Assets$3,120,123
Liabilities$6,093
Net Assets$3,114,030
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $113,675Expenses 2011: $438,174Net Income 2011: -$324,4992011Revenue 2012: $102,879Expenses 2012: $392,699Net Income 2012: -$289,8202012Revenue 2019: $308,252Expenses 2019: $426,998Net Income 2019: -$118,7462019Revenue 2020: $394,776Expenses 2020: $418,392Net Income 2020: -$23,6162020Revenue 2021: $504,991Expenses 2021: $461,004Net Income 2021: $43,9872021Revenue 2022: $972,240Expenses 2022: $501,463Net Income 2022: $470,7772022Revenue 2023: $444,825Expenses 2023: $562,006Net Income 2023: -$117,1812023Revenue 2024: $487,867Expenses 2024: $544,237Net Income 2024: -$56,3702024

Latest loaded filing

2024

Revenue$487,867
Expenses$544,237
Net Income-$56,370
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Conservation Endowment Fund
EIN
94-2702221
Phone
8056469963
Address
PO Box 6, Oak View, CA 93022

Signing Officer

Name
Jaide Whitman
Title
President
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Allison & Gibb Llp
Address
601 E DAILY DRIVE SUITE 117, CAMARILLO, CA 93010
Preparer
Lisa a Allison CPA
Phone
8059871999
Raw XML Appendix84 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
IRS4562/BusinessOrActivityTxt0Rental activity - Rivercliff Vacation Re
IRS4562/BusinessOrActivityTxt1Rental activity - Pavillion Vacation Ren
IRS4562/MACRSDedForAstInSrvcBfrPYAmt011714
IRS4562/MACRSDedForAstInSrvcBfrPYAmt116216
IRS4562/OtherDepreciationAmt0665
IRS4562/OtherDepreciationAmt1908
IRS4562/TotalDepreciationAmt012379
IRS4562/TotalDepreciationAmt117124
IRS990T/BooksInCareOfDetail/PersonNm0BRATTON MCMORROW
IRS990T/BooksInCareOfDetail/PhoneNum08056541040
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01841 KNOLL DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990T/BookValueAssetsEOYAmt03192927
IRS990T/EstimatedTaxPaymentsAmt05556
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt05556
IRS990T/OverpaymentSection/RefundAmt05556
IRS990TScheduleA/NetRentIncomeAmt0-10729
IRS990TScheduleA/PrincipalBusinessActivityCd0721000
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt030482
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt160320
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt019853
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt160220
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt019853
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt160220
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt02162 Baldwin Rd
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt12162 Baldwin Rd
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0Ojai
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm1Ojai
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0CA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd1CA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd093023
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd193023
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalRentDeductionsAmt090802
IRS990TScheduleA/TotalRentIncomeAmt080073
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-10729
IRS990TScheduleA/TotUnrltTrdBusIncmAmt080073
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt090802
IRS990TScheduleA/TradeOrBusinessDesc0ACCOMODATION
IRS990TScheduleA/UBIBeforeNOLDedAmt0-10729
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-10729
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt05556
IRS990T/TotalUBTIAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jaide Whitman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSERVATION ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0942702221
ReturnHeader/Filer/PhoneNum08056469963
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6
ReturnHeader/Filer/USAddress/CityNm0Oak View
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475278347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLISON & GIBB LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 E DAILY DRIVE SUITE 117
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMARILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093010
ReturnHeader/PreparerPersonGrp/PhoneNum08059871999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A ALLISON CPA
ReturnHeader/ReturnTs02024-11-15T17:42:13-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.01$3.11$0.49$0.54$0.06
2023Summary only. Only limited summary data is available for this year.$3.19$0.02$0.44$0.56$0.12
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$3.31$0.03$3.29$0.97$0.50$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.03$2.82$0.50$0.46$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.01$2.76$0.39$0.42$0.02
2019Summary only. Only limited summary data is available for this year.$2.81$0.01$0.31$0.43$0.12
2012Summary only. Only limited summary data is available for this year.$3.87$0.08$0.10$0.39$0.29
2011Summary only. Only limited summary data is available for this year.$4.21$0.13$0.11$0.44$0.32