Conejo Valley Foundation

Analysis

Conejo Valley Foundation is a registered charity in United States, based in Thousand Oaks, CA. It received its IRS tax-exemption ruling in January 1997, 29 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Conejo Valley Foundation reported income of $136k and spending of $46k, leaving 66% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $60k to $136k (+128%), an average of +23% a year. The sharpest change came in the year to December 2023, when income rose by 368%. Over the whole period it spent 77% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Conejo Valley Foundation sits at the 50th percentile: it is larger than about 50% of them. Against every charity in United States with reported income it ranks in the 45th percentile, and in the 47th percentile within CA. Charities of a similar size with the same main cause include Sertoma Inc ($136k), Nexus Jamaica Ny Qalicb Inc ($136k) and 200 Foundation ($136k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 98% of the total. At year end it held assets of $195k against liabilities of $0, net assets of $195k.