Civic Intelligence

Conservation Endowment Fund

990T • Fiscal year 2024 • EIN 94-2702221

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

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, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
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
Phone
8058047005
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Allison & Gibb Llp
Address
31351 VIA COLINAS STE 202, WESTLAKE VILLAGE, CA 91362-4561
Preparer
Lisa a Allison
Phone
8183946689
Raw XML Appendix112 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/BusinessOrActivityTxt0INDIRECT DEPRECIATION
IRS4562/BusinessOrActivityTxt1RIVERCLIFF VACATION RENTAL
IRS4562/BusinessOrActivityTxt2PAVILLION VACATION RENTAL
IRS4562/BusinessOrActivityTxt3CALLENS RENTAL - COMMERCIAL
IRS4562/MACRSDedForAstInSrvcBfrPYAmt012498
IRS4562/MACRSDedForAstInSrvcBfrPYAmt111715
IRS4562/MACRSDedForAstInSrvcBfrPYAmt216216
IRS4562/MACRSDedForAstInSrvcBfrPYAmt313077
IRS4562/MaximumDollarLimitationAmt01220000
IRS4562/MaximumDollarLimitationAmt11220000
IRS4562/MaximumDollarLimitationAmt21220000
IRS4562/MaximumDollarLimitationAmt31220000
IRS4562/OtherDepreciationAmt021479
IRS4562/OtherDepreciationAmt11017
IRS4562/OtherDepreciationAmt22179
IRS4562/OtherDepreciationAmt32145
IRS4562/ThresholdCostOfSect179PropAmt03050000
IRS4562/ThresholdCostOfSect179PropAmt13050000
IRS4562/ThresholdCostOfSect179PropAmt23050000
IRS4562/ThresholdCostOfSect179PropAmt33050000
IRS4562/TotalDepreciationAmt033977
IRS4562/TotalDepreciationAmt112732
IRS4562/TotalDepreciationAmt218395
IRS4562/TotalDepreciationAmt315222
IRS990T/BalanceDueAmt01771
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRATTON MCMORROW
IRS990T/BooksInCareOfDetail/PhoneNum08056541040
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01841 KNOLL DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990T/BookValueAssetsEOYAmt03120123
IRS990T/ESPenaltyAmt094
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt010729
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0721000
IRS990TScheduleA/DepreciationClmElsewhereAmt031127
IRS990TScheduleA/NetOperatingLossDeductionAmt010729
IRS990TScheduleA/NetRentIncomeAmt019714
IRS990TScheduleA/PrincipalBusinessActivityCd0721000
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt020115
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt138646
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt019475
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt159000
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt019475
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt159000
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/TotalDepreciationAmt031127
IRS990TScheduleA/TotalRentDeductionsAmt058761
IRS990TScheduleA/TotalRentIncomeAmt078475
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt019714
IRS990TScheduleA/TotUnrltTrdBusIncmAmt078475
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt058761
IRS990TScheduleA/TradeOrBusinessDesc0ACCOMMODATION
IRS990TScheduleA/UBIBeforeNOLDedAmt019714
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt08985
IRS990T/Section6417d1AEntityInd0X
IRS990T/SpecificDeductionAmt01000
IRS990T/TaxableCorporationAmt01677
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt01677
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt01677
IRS990T/TotalTaxComputationAmt01677
IRS990T/TotalUBTIAmt07985
IRS990T/TotalUBTIBeforeNOLSpecificAmt08985
IRS990T/TotalUBTIBeforeSection199AAmt08985
IRS990T/TotalUBTIComputedAmt08985
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAIDE WHITMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08058047005
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
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/AddressLine1Txt031351 VIA COLINAS STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913624561
ReturnHeader/PreparerPersonGrp/PhoneNum08183946689
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A ALLISON
ReturnHeader/ReturnTs02025-11-17T18:41:44-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • 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
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Summary only. Only limited summary data is available for this year.$3.19$0.02$0.44$0.56$0.12
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