Civic Intelligence

Conejo Valley Masonic Temple Association

EIN 95-3066271 • 501(c)2 • Thousand Oaks, CA

Profile

Conejo Valley Masonic Temple Associations exclusive purpose is to hold title to property, collect income therefrom and turn over the entire amount thereof, less expenses, to the Conejo Valley Lodge No. 807.

PO Box 4402Thousand Oaks, CA 91359
Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)2 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)2 • $500k-$1M nonprofits • Source year 2024

Net Margin

22nd percentile

-33%

Higher net margin than 22% of similar nonprofits.

501(c)2 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

-2.1%

Faster asset growth than 43% of similar nonprofits.

501(c)2 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-5.7%

Faster revenue growth than 31% of similar nonprofits.

501(c)2 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$778,697

Down $16,666 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$778,697

Down $16,666 (-2.1%) from 2023

Revenue

Down

$50,189

Down $3,046 (-5.7%) from 2023

Expenses

Down

$66,855

Down $6,113 (-8.4%) from 2023

Net Income

Up

-$16,666

Up $3,067 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $5,421Liabilities 2011: $02011Assets 2012: $10,862Liabilities 2012: $02012Assets 2013: $19,700Liabilities 2013: $02013Assets 2014: $24,222Liabilities 2014: $02014Assets 2015: $18,986Liabilities 2015: $02015Assets 2016: $9,615Liabilities 2016: $02016Assets 2017: $6,321Liabilities 2017: $02017Assets 2018: $20,952Liabilities 2018: $02018Assets 2019: $147,564Liabilities 2019: $02019Assets 2020: $857,082Liabilities 2020: $0Net Assets 2020: $857,0822020Assets 2021: $843,359Liabilities 2021: $0Net Assets 2021: $843,3592021Assets 2022: $815,096Liabilities 2022: $0Net Assets 2022: $815,0962022Assets 2023: $795,363Liabilities 2023: $0Net Assets 2023: $795,3632023Assets 2024: $778,697Liabilities 2024: $0Net Assets 2024: $778,6972024

Highlighted filing

2024

Assets$778,697
Liabilities$0
Net Assets$778,697

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $53,914Expenses 2011: $53,732Net Income 2011: $1822011Revenue 2012: $49,497Expenses 2012: $44,056Net Income 2012: $5,4412012Revenue 2013: $53,000Expenses 2013: $44,162Net Income 2013: $8,8382013Revenue 2014: $65,555Expenses 2014: $61,033Net Income 2014: $4,5222014Revenue 2015: $59,500Expenses 2015: $64,736Net Income 2015: -$5,2362015Revenue 2016: $67,580Expenses 2016: $76,951Net Income 2016: -$9,3712016Revenue 2017: $61,200Expenses 2017: $64,494Net Income 2017: -$3,2942017Revenue 2018: $70,618Expenses 2018: $55,987Net Income 2018: $14,6312018Revenue 2019: $74,222Expenses 2019: $62,949Net Income 2019: $11,2732019Revenue 2020: $47,830Expenses 2020: $88,312Net Income 2020: -$40,4822020Revenue 2021: $64,084Expenses 2021: $77,807Net Income 2021: -$13,7232021Revenue 2022: $68,590Expenses 2022: $96,853Net Income 2022: -$28,2632022Revenue 2023: $53,235Expenses 2023: $72,968Net Income 2023: -$19,7332023Revenue 2024: $50,189Expenses 2024: $66,855Net Income 2024: -$16,6662024

Highlighted filing

2024

Revenue$50,189
Expenses$66,855
Net Income-$16,666

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.50$0.67$0.17
2023Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.53$0.73$0.20
2022Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.69$0.97$0.28
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$0.64$0.78$0.14
2020Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.48$0.88$0.40
2019Summary only. Only limited summary data is available for this year.$1.48$0.00$0.74$0.63$0.11
2018Summary only. Only limited summary data is available for this year.$0.21$0.00$0.71$0.56$0.15
2017Summary only. Only limited summary data is available for this year.$0.06$0.00$0.61$0.64$0.03
2016Summary only. Only limited summary data is available for this year.$0.10$0.00$0.68$0.77$0.09
2015Summary only. Only limited summary data is available for this year.$0.19$0.00$0.60$0.65$0.05
2014Summary only. Only limited summary data is available for this year.$0.24$0.00$0.66$0.61$0.05
2013Summary only. Only limited summary data is available for this year.$0.20$0.00$0.53$0.44$0.09
2012Summary only. Only limited summary data is available for this year.$0.11$0.00$0.49$0.44$0.05
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.54$0.54$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$50,189
Mission and Program Overview

Mission

Conejo Valley Masonic Temple Associations exclusive purpose is to hold title to property, collect income therefrom and turn over the entire amount thereof, less expenses, to the Conejo Valley Lodge No. 807.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$795,363$778,697▼ $16,666
Land, Buildings, and Equipment, Net$765,339$740,339▼ $25,000
Cash and Non-Interest-Bearing Accounts$30,024$38,358▲ $8,334
Total Assets$795,363$778,697▼ $16,666
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$795,363$778,697▼ $16,666
Total Liabilities and Net Assets / Fund Balance$795,363$778,697▼ $16,666

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$625,000$125,000$750,000
Land$115,339-$115,339
Compensation and Service Providers

Board Members and Trustees

NameTitle
Arthur WeissPresident
Scott D SpiegelVice President
Jack VautinDirector
Stephen WurtzelDirector
William S AitchisonSecretary
David R DoanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$50,189
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-16,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,855
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$27,926
Depreciation Depletion---$25,000
Insurance---$7,647
Office Expenses---$5,306
Fees for Services Accounting---$644
Other Expenses$332--$332
Total Functional Expenses$0$0$0$66,855
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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

Members or stockholder classes and rights Part VI line 6

The sole member/owner of the Conejo Valley Masonic Temple Association is the F&AM Conejo Valley Lodge No. 807.

Form 990 governing body review Part VI line 11

The Grand Lodge of F&AM of California is responsible for the preparation of the Form 990 and its supporting schedules. The Grand Lodge of California tax accountant prepares the Form 990, then the controller reviews the Form 990. After review, the Accountant submits the completed Form 990 to the Hall Associations officers for review and final approval. The Hall Treasurer/Secretary signs the E-File authorization form. The Grand Lodge of California tax accountant E-Files the 990 and 199.

Conflict of interest policy compliance Part VI line 12C

As required, annually, officer of the Hall signs a conflict of interest disclosure statement. In this statement, the officers disclose known, existing, potential and possible conflicts of interest. If no such interests or activities exist, the party writes the word NONE in the space provided. In addition, these statements are updated when an interested party disclosed the circumstances to the President. In the event the interested party in question is the president, the potential conflict is disclosed to the full members. The conflict of interest disclosure statements for officers are submitted to the members for review.

Form 990 availability to public Part VI line 18

Form 990 and other governing documents are available to the public at the lodge office. It will be available upon request.

Governing documents etc available to public Part VI line 19

Form 990 and other governing documents are available to the public at the lodge office. It will be available upon request.

Filing and Contact Details

Filer

Filer Name
Conejo Valley Masonic Temple Association
EIN
95-3066271
In Care Of
% David Doan
Address
PO BOX 4402, Thousand Oaks, CA 91359

Signing Officer

Name
David Doan
Title
President
Signed
2025-10-09
Discuss with paid preparer
No

Organization Details

Formed
1962
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Grand Lodge of F&AM of California
Address
1111 California Street, San Francisco, CA 94108
Preparer
Maribel Pasamic
Phone
4152929126
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Grand Lodge of F&AM of California is responsible for the preparation of the Form 990 and its supporting schedules. The Grand Lodge of California tax accountant prepares the Form 990, then the controller reviews the Form 990. After review, the Accountant submits the completed Form 990 to the Hall Associations officers for review and final approval. The Hall Treasurer/Secretary signs the E-File authorization form. The Grand Lodge of California tax accountant E-Files the 990 and 199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2As required, annually, officer of the Hall signs a conflict of interest disclosure statement. In this statement, the officers disclose known, existing, potential and possible conflicts of interest. If no such interests or activities exist, the party writes the word NONE in the space provided. In addition, these statements are updated when an interested party disclosed the circumstances to the President. In the event the interested party in question is the president, the potential conflict is disclosed to the full members. The conflict of interest disclosure statements for officers are submitted to the members for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 and other governing documents are available to the public at the lodge office. It will be available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 and other governing documents are available to the public at the lodge office. It will be available upon request.
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt066855
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050189
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0795363
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID DOAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Conejo Valley Masonic Temple Association
ReturnHeader/Filer/BusinessNameControlTxt0CONE
ReturnHeader/Filer/EIN0953066271
ReturnHeader/Filer/InCareOfNm0% David Doan
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4402
ReturnHeader/Filer/USAddress/CityNm0Thousand Oaks
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091359
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grand Lodge of F&AM of California
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 California Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04152929126
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIBEL PASAMIC
ReturnHeader/ReturnTs02025-10-29T16:00:36-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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