Greater Conejo Valley Community Foundation
Nonprofit profile at a glance
- EIN
- 721562527
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024
- Location
- Westlake Village, CA, USA
- Phone
- 8053700035
- Rating
- 66
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Scholarships, Student Financial Aid Services, Awards
Reported finances
- Revenue
- $29,613
- Expenses
- $26,023
- Assets
- $110,063
- Liabilities
- $2,000
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- DANIELLE BORJA (PRESIDENT)
People named in this filing
- DANIELLE BORJA (PRESIDENT)
- ED SAHAKIAN (CHAIR)
- DIANNE MCKAY (CHAIR-ELECT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Community educational and charitable support.
What it reported doing in 2024
Scholarships to community students
Operating model
- Revenue model
- Earned-program. 88% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 51
- Transparency & Controls: 82
- Sustainability: 64
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 47.3%; rating input score 47
- Program expense ratio: 58.1%; rating input score 58
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 12.1%; rating input score 65; 65th percentile among comparable filings
- Total-asset coverage ratio: 4.23; rating input score 81; 81st percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 26; 26th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 6.1% per year; rating input score 100; 65th percentile among comparable filings
- Revenue growth: 6.1% per year; rating input score 100; 74th percentile among comparable filings
- Asset growth: -1.4% per year; rating input score 0; 33rd percentile among comparable filings
Details
- Where the money goes: 47.3% of revenue deployed · 58.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $15K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 14 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 47/100.
- Review — Financial Efficiency: Program expense ratio scored 58/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 26/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.