Civic Intelligence

Greater Conejo Valley

EIN 95-2248326 • 501(c)6 • Westlake Village, CA

View Organization Page

Profile

Membership,online membership directory,networking opportunities,education,events and other economic development activities.

600 Hampshire Road Ste 200Westlake Village, CA 91361

www.conejochamber.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.30x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.45x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-13%

Higher net margin than 11% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-22%

Faster revenue growth than 7% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$1,481,896

Up $242,297 (+20%) from 2023

Liabilities

Up

$450,539

Up $309,251 (+219%) from 2023

Net Assets

Down

$1,031,357

Down $66,954 (-6.1%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin11th percentile

Revenue

Down

$1,012,139

Down $286,215 (-22%) from 2023

Expenses

Down

$1,146,058

Down $178,281 (-13%) from 2023

Net Income

Down

-$133,919

Down $107,934 (-415%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,190,131Liabilities 2010: $185,737Net Assets 2010: $1,004,3942010Assets 2011: $906,164Liabilities 2011: $152,045Net Assets 2011: $754,1192011Assets 2012: $802,983Liabilities 2012: $245,381Net Assets 2012: $557,6022012Assets 2013: $640,284Liabilities 2013: $170,736Net Assets 2013: $469,5482013Assets 2014: $606,850Liabilities 2014: $49,135Net Assets 2014: $557,7152014Assets 2015: $672,818Liabilities 2015: $95,898Net Assets 2015: $576,9202015Assets 2016: $885,389Liabilities 2016: $100,415Net Assets 2016: $784,9742016Assets 2017: $1,005,937Liabilities 2017: $84,373Net Assets 2017: $921,5642017Assets 2018: $1,161,774Liabilities 2018: $164,867Net Assets 2018: $996,9072018Assets 2019: $1,283,604Liabilities 2019: $303,736Net Assets 2019: $979,8682019Assets 2020: $1,145,524Liabilities 2020: $228,468Net Assets 2020: $917,0562020Assets 2021: $1,315,137Liabilities 2021: $183,713Net Assets 2021: $1,131,4242021Assets 2022: $1,186,585Liabilities 2022: $164,634Net Assets 2022: $1,021,9512022Assets 2023: $1,239,599Liabilities 2023: $141,288Net Assets 2023: $1,098,3112023Assets 2024: $1,481,896Liabilities 2024: $450,539Net Assets 2024: $1,031,3572024

Highlighted filing

2024

Assets$1,481,896
Liabilities$450,539
Net Assets$1,031,357
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $646,829Expenses 2010: $911,290Net Income 2010: -$264,4612010Expenses 2011: $961,1312011Revenue 2012: $733,898Expenses 2012: $977,011Net Income 2012: -$243,1132012Revenue 2013: $720,118Expenses 2013: $842,946Net Income 2013: -$122,8282013Revenue 2014: $1,079,331Expenses 2014: $995,186Net Income 2014: $84,1452014Revenue 2015: $1,111,394Expenses 2015: $1,092,189Net Income 2015: $19,2052015Revenue 2016: $1,372,777Expenses 2016: $1,184,832Net Income 2016: $187,9452016Revenue 2017: $1,345,906Expenses 2017: $1,251,715Net Income 2017: $94,1912017Revenue 2018: $1,431,819Expenses 2018: $1,356,476Net Income 2018: $75,3432018Revenue 2019: $1,502,034Expenses 2019: $1,596,480Net Income 2019: -$94,4462019Revenue 2020: $1,021,138Expenses 2020: $1,139,516Net Income 2020: -$118,3782020Revenue 2021: $1,312,509Expenses 2021: $1,165,216Net Income 2021: $147,2932021Revenue 2022: $1,333,175Expenses 2022: $1,324,905Net Income 2022: $8,2702022Revenue 2023: $1,298,354Expenses 2023: $1,324,339Net Income 2023: -$25,9852023Revenue 2024: $1,012,139Expenses 2024: $1,146,058Net Income 2024: -$133,9192024

Highlighted filing

2024

Revenue$1,012,139
Expenses$1,146,058
Net Income-$133,919
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,481,896
Liabilities
$450,539
Net assets
$1,031,357
Revenue
$1,012,139
Expenses
$1,146,058
Net income
-$133,919
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.45$1.03$1.01$1.15$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.14$1.10$1.30$1.32$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.16$1.02$1.33$1.32$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.18$1.13$1.31$1.17$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.23$0.92$1.02$1.14$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.30$0.98$1.50$1.60$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.16$1.00$1.43$1.36$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.08$0.92$1.35$1.25$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.10$0.78$1.37$1.18$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.10$0.58$1.11$1.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.05$0.56$1.08$1.00$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.17$0.47$0.72$0.84$0.12
2012Summary only. Only limited summary data is available for this year.$0.80$0.25$0.56$0.73$0.98$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.15$0.75$0.96
2010Summary only. Only limited summary data is available for this year.$1.19$0.19$1.00$0.65$0.91$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$1,012,139
Mission and Program Overview

Mission

Membership,online membership directory,networking opportunities,quarterly business magazine,education,events and other economic development activities.

Membership,online membership directory, networking opportunities,education,events and other economic development activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$890,473$824,924▼ $65,549
Accounts Receivable$202,159$197,917▼ $4,242
Cash and Non-Interest-Bearing Accounts$62,192$95,256▲ $33,064
Land, Buildings, and Equipment, Net$39,307$34,841▼ $4,466
Prepaid Expenses and Deferred Charges$5,886$8,159▲ $2,273
Total Assets$1,239,599$1,481,896▲ $242,297
Other Assets Total$39,582$320,799▲ $281,217
Liabilities
Other Liabilities$9,817$293,772▲ $283,955
Deferred Revenue$105,610$135,458▲ $29,848
Accounts Payable and Accrued Expenses$25,861$21,309▼ $4,552
Total Liabilities$141,288$450,539▲ $309,251
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,098,311$1,031,357▼ $66,954
Total Net Assets Fund Balance$1,098,311$1,031,357▼ $66,954
Total Liabilities and Net Assets / Fund Balance$1,239,599$1,481,896▲ $242,297

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,841$161,220$196,061
Other Assets Org$7,500--
Other Securities$824,924--
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Dianne MckayChair
Ed SahakianChair Emerit
Rondi GuthrieChair-elect
Danielle BorjaPresident
Jake DemirchyanDirector at
Kimberly TharpeDirector at
Lisa SafaeiniliDirector at
Aaron MercerMember at La
Andrea McclellanMember at La
David McgovernMember at La
Debbie AdrianMember at La
Drew PletcherMember at La
Elizabeth DirtzMember at La
Emily CaprettaMember at La
Gabriella Sherman MdMember at La
Kinsie FlameMember at La
Lauren LerchMember at La
Leanne AlvaMember at La
Lucia MinayaMember at La
Marja CrossMember at La
Mark OrtgiesMember at La
Michael DutraMember at La
Michelle MenzelMember at La
Niki RichardsonMember at La
Ruben MacielMember at La
Ryan SelvinMember at La
Ryan Van OmmerenMember at La
Tom CohenMember at La
Vikas KaushikMember at La
William KoehlerMember at La
Matt MiduraSecretary
Eva GomezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$764,984
Program Service Revenue
$222,541
Investment Income
$24,614
Other Revenue
$0
Change in Net Assets
$-133,919
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$874,059
Other Expenses$271,999
Total Fundraising Expense$152,468
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$163,760$440,722$110,821$715,303
Occupancy-$96,940-$96,940
Other Employee Benefits$13,281$38,946$9,173$61,400
Payroll Taxes$12,273$35,990$8,477$56,740
Information Technology$4,547$37,683$2,433$44,663
Office Expenses$12,221$23,945$4,787$40,953
Pension Plan Contributions$8,794$25,770$6,052$40,616
Insurance$2,583$12,288$1,108$15,979
Travel$1,456$10,831$1,456$13,743
Fees for Services Accounting-$5,610-$5,610
Depreciation Depletion$963$3,063$440$4,466
Other Expenses$339$3,161$814$4,314
Advertising--$1,441$1,441
All Other Expenses-$1,405-$1,405
Total Functional Expenses$235,586$758,004$152,468$1,146,058
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$286,481
Other Liabilities$7,291
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Governing body reviews tax filings.”

Form 990, Page 6, Part VI, Line 12C

“Governing board monitors annual disclosure statements.”

Form 990, Page 6, Part VI, Line 15A

“Governing body approves compensation to executive director.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Greater Conejo Valley
EIN
95-2248326
Phone
8053700035
Address
600 HAMPSHIRE ROAD STE 200, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Danielle Borja
Title
President
Phone
8053700035
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danielle Borja
Formed
1967
Legal Domicile
CA
Voting Board Members
29
Independent Board Members
29
Employees
10

Preparer

Firm
SARNA & COMPANY CPA'S
Address
3195 OLD CONEJO ROAD, THOUSAND OAKS, CA 91320-2151
Preparer
Dennis Sarna CPA
Phone
8053718900
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Membership,online membership directory,networking opportunities,education,events and other economic development activities.”

Form 990, Part XI, Line 9

“Unrealized gain on investments 66,965 unrealized loss on investments 0 total 66,965”

Raw XML AppendixShowing 400 of 577 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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