Nonprofit · EIN 02-0705355
CONEJO SCHOOLS FOUNDATION
Tax-exempt · THOUSAND OAKS, CA 91360
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $715,116 | $864,433 | -$149,317 | $677,847 | $21,225 | $656,622 |
| June 30, 2024 | 990 | $618,663 | $574,551 | $44,112 | $827,954 | $19,015 | $808,939 |
| June 30, 2023 | 990 (amended) | $742,650 | $590,478 | $152,172 | $883,324 | $118,497 | $764,827 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $384,072
- of which government grants
- $19,000
- Program service revenue
- $322,194
- Investment income
- $7,765
- Other revenue
- $1,085
Expenses
- Grants and similar amounts paid
- $150,968
- Compensation of officers, directors and key employees
- $99,519
- Other salaries and wages
- $233,909
- Salaries, compensation and benefits (total)
- $351,651
- Professional fundraising fees
- $0
- Legal fees
- $2,400
- Accounting fees
- $10,746
- Occupancy
- $2,337
- Travel
- $1,002
- Program services (functional)
- $670,430
- Management and general (functional)
- $155,621
- Fundraising (functional)
- $38,382
Balance sheet and other
- Total assets, start of year
- $827,954
- Total assets, end of year
- $677,847
- Total liabilities, end of year
- $21,225
- Net assets, end of year
- $656,622
- Net assets without donor restrictions
- $425,335
- Net assets with donor restrictions
- $231,287
- Gross receipts
- $715,116
- Employees
- 12
- Volunteers
- 11
- Year formed
- 2003
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LANA CLARK | EXECUTIVE DI Trustee or director | 40 | $92,908 |
| DEANNE CHEN | DIRECTOR Trustee or director | 0.5 | $0 |
| MARK DAVIS | DIRECTOR Trustee or director | 0.5 | $0 |
| SONJA MONTIEL | DIRECTOR Trustee or director | 0.5 | $0 |
| PAULA NATHAN | DIRECTOR Trustee or director | 0.5 | $0 |
| HEATHER SKELLY | DIRECTOR Trustee or director | 0.5 | $0 |
| ELIZABETH ARMSTRONG | VP PROGRAMS Officer | 2 | $0 |
| VAISHALI BHARGAVA | VP EVENTS Officer | 2 | $0 |
| KIM MERJAN | SECRETARY Officer | 2 | $0 |
| JON POWER | EXECUTIVE VP Officer | 2 | $0 |
| IRENE PUGH | TREASURER Officer | 2 | $0 |
| SUE WELLS | PRESIDENT Officer | 5 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LANA CLARK | Executive Dir. Trustee or director | 40 | $87,500 |
| MARK DAVIS | Board Member Trustee or director | 0.5 | $0 |
| CHAKAMEH AZIMPOUR | Board Member Trustee or director | 0.5 | $0 |
| DEANNE CHEN | Board Member Trustee or director | 0.5 | $0 |
| PAULA NATHAN | Board Member Trustee or director | 0.5 | $0 |
| SONJA MONTIEL | Board Member Trustee or director | 0.5 | $0 |
| HEATHER SKELLY | Board Member Trustee or director | 0.5 | $0 |
| SUE WELLS | President Officer | 5 | $0 |
| JON POWERS | Vice President Officer | 2 | $0 |
| IRENE PUGH | Treasurer Officer | 2 | $0 |
| KIM MERJAN | Secretary Officer | 2 | $0 |
| VIASHALI BHARGAVA | VP Events Officer | 2 | $0 |
| ELIZABETH ARMSTRONG | VP Programs Officer | 2 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LANA CLARK | Executive Dir. Trustee or director | 40 | $42,500 |
| VIASHALI BHARGAVA | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DR BETSY CONNOLLY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MARK DAVIS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DIANNE BADOUD MCKAY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ELIZABETH ARMSTRONG | BOARD MEMBER Trustee or director | 0.5 | $0 |
| PAULA NATHAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MICHAEL SOULES | Past President Trustee or director | 0.5 | $0 |
| SUE WELLS | President Officer | 5 | $0 |
| DENISE READER | Vice President Officer | 2 | $0 |
| JON POWERS | Vice President Officer | 2 | $0 |
| IRENE PUGH | Treasurer Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1336 N MOORPARK RD 279, THOUSAND OAKS, CA 91360-5224
- Principal officer (990 for 2024)
- SUE WELLS, 1336 N MOORPARK RD 279, THOUSAND OAKS, CA 91360
- Signed the 990
- IRENE PUGH, TREASURER
- Phone
- (805) 497-9511
- Website
- CONEJOSCHOOLS.ORG
- Return prepared by
- ALLISON & GIBB LLP
Mission
THE CONEJO SCHOOLS FOUNDATION SUPPORTS STUDENT SUCCESS THROUGHOUT CONEJO VALLEY UNIFIED SCHOOL DISTRICT.
Program accomplishments
- CSF ALL-DISTRICT MUSIC FESTIVAL (ADMF) BRINGS TOGETHER OVER 3,600 STUDENTS OF ALL AGES FROM ACROSS THE CONEJO VALLEY TO PERFORM AT THE WORLD-CLASS KAVLI THEATRE AT THE BANK OF AMERICA PERFORMING ARTS CENTER. CHOIR, STRINGS, AND BAND PERFORMANCES ARE HELD OVER 10 NIGHTS, SHOWCASING ELEMENTARY, MIDDLE, AND HIGH SCHOOL PROGRAMS, CULMINATING WITH AN ALL- STUDENT FINALE PIECE. THE FESTIVAL HELPS TO INSPIRE STUDENTS TO STAY INVOLVED IN MUSIC THROUGHOUT THEIR ACADEMIC CAREERS BY INTRODUCING THEM TO PEERS AT THEIR FUTURE MIDDLE AND HIGH SCHOOLS, CELEBRATING THEIR COMMITMENT TO PARTICIPATING IN MUSIC PROGRAMS, AND PROVIDING A BACKSTAGE EXPERIENCE OF OUR CITY'S PREMIER ENTERTAINMENT VENUE AND HUB OF CIVIC LIFE.Expenses $166,639 · revenue $122,468
- WASC-ACCREDITED SUMMER PROGRAM FOR HIGH SCHOOL STUDENTS, PROVIDING THEM THE OPPORTUNITY TO GET AHEAD IN THEIR STUDIES BEFORE THE NEXT SCHOOL YEAR. CLASSES ARE OFFERED ONLINE IN SYNCHRONOUS AND ASYNCHRONOUS FORMATS AND TAUGHT BY VETERAN CVUSD TEACHERS. SCHOLARSHIPS AND PAYMENT PLANS ARE AVAILABLE UPON REQUEST.Expenses $119,853 · revenue $199,726
- CSF STUDENT SUPPORT FUND USED TO ASSIST CVUSD STUDENTS IN NEED BY PROVIDING TOILETRIES, PERSONAL CARE ITEMS, AND CLOTHING FOR THE CONEJO CLOSET, TO PROVIDE SCHOOL SUPPLIES FOR THE SCHOOL SUPPLY DRIVE FOR UNHOUSED AND UNDERHOUSED STUDENTS, OFFERS STUDENT TRANSPORTATION ASSISTANCE TO THOSE STRUGGLING TO GET TO CAMPUS, AS WELL AS SUPPORT FOR CULMINATING ACTIVITIES FOR MCKINNEY-VENTO 5TH, 8TH, AND 12TH GRADE STUDENTS. THE FUND ALSO SUPPORTS THE BREAKTHROUGH PROGRAM, PARENT OUTREACH PROGRAM, AND COVERS THE COST OF INSTRUMENT RENTALS FOR STUDENTS ON SCHOLARSHIP.Expenses $89,449
- THE CONEJO SCHOOLS FOUNDATION SUPPORTS STUDENT SUCCESS THROUGHOUT THE CONEJO VALLEY UNIFIED SCHOOL DISTRICT. WE PARTNER WITH THE COMMUNITY TO MOBILIZE SUPPORT AND RESOURCES TO ENRICH, ENHANCE, AND EXPAND EDUCATIONAL EXPERIENCES FOR ALL CVUSD STUDENTS. CSF TEACHER GRANTS - HELP TO SUPPORT STUDENT SUCCESS BY FUNDING INNOVATIVE PROJECTS THAT ENHANCE STUDENT LEARNING. CVUSD EDUCATORS CAN APPLY FOR A GRANT UP TO 300 FOR USE IN THEIR CLASSROOM OR FOR PROJECTS THAT DIRECTLY IMPACT STUDENTS. STATE OF THE SCHOOLS - ANNUAL EVENT HELD BY CSF FOR MEMBERS OF THE COMMUNITY TO CREATE AWARENESS OF CVUSD PROGRAMS AND HIGHLIGHT SUCCESSES OF THE PAST YEAR. CONEJO ACADEMY - TITLE I SCHOOL, CSF PROVIDES GENERAL SUPPORT FOR HOP INTO KINDERGARTEN (EARLY INTERVENTION PROGRAM FOR LOW SES STUDENTS) AND YEAR-ROUND SPECIALISTS TO ASSIST WITH STUDENT SUCCESS AND ACHIEVEMENT. RISE WITH THE RAMS - PARTNERSHIP WITH RISE, LA RAMS, AND CVUSD TO PROVIDE ANTI-DISCRIMINATION LEADERSHIP TRAINING FOR 8TH-GRADE STUDENTS AND PARENT LEADERS. GLENWOOD ELEMENTARY - TITLE I SCHOOL, CSF PAYS FOR FIELD TRIPS AND INCENTIVES TO HELP INCREASE STUDENT ATTENDANCE RATE. UNIFIED SPORTS SUPPORT FOR WHS, NPHS, TOHS TEAMS, HELPING STUDENTS WITH AND WITHOUT INTELLECTUAL DISABILITIES DEVELOP EXCEPTIONAL ATHLETIC SKILLS WHILE FORMING FRIENDSHIPS, FOSTERING RESPECT FOR EACH OTHER, AND BECOMING LEADERS ON AND OFF THE COURT. SPELLING BEE REGISTRATION SUPPORT - COVER THE COST AND ASSIST WITH REGISTRATION FOR THE ANNUAL SCRIPPS SPELLING BEE. WE THE PEOPLE CERTIFICATES - PROVIDE PRINTED CERTIFICATES FOR ALL 5TH GRADERS WHO COMPLETE THE PROGRAM. TEACHER OF THE MONTH AWARD - PROVIDE AN INDIVIDUAL TEACHER GRANT TO THE RECIPIENT (IN PARTNERSHIP WITH GREATER CONEJO VALLEY CHAMBER OF COMMERCE). SUPPORT FOR THE INTERNATIONAL BACCALAUREATE (IB) PROGRAM AT NEWBURY PARK HIGH SCHOOL (IN PARTNERSHIP WITH SAGE). PROVIDE K-12 LANGUAGE ART MINI-GRANTS (IN PARTNERSHIP WITH SAGE). SUPPORT FOR THE CENTER FOR ADVANCED STUDIES AND RESEARCH AT THOUSAND OAKS HIGH SCHOOL (IN PARTNERSHIP WITH SAGE). SUPPORT FOR THE MADRONA SCIENCE SPECIALIST (IN PARTNERSHIP WITH SAFE PASSAGE).Expenses $294,489 · grants $150,968
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0705355
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $677,847
- Income (IRS master file)
- $715,116
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $715,116 | $864,433 | $677,847 | XML |
| 990 | June 2024 | $618,663 | $574,551 | $827,954 | XML |
| 990 | June 2023 | $742,650 | $590,478 | $883,324 | XML |
| 990 | June 2022 | $526,932 | $564,236 | $839,085 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about CONEJO SCHOOLS FOUNDATION
- What is the EIN of CONEJO SCHOOLS FOUNDATION?
- The employer identification number (EIN) of CONEJO SCHOOLS FOUNDATION is 02-0705355.
- Is CONEJO SCHOOLS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to CONEJO SCHOOLS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CONEJO SCHOOLS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CONEJO SCHOOLS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONEJO SCHOOLS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CONEJO SCHOOLS FOUNDATION?
- The 990 for the year ended June 30, 2025 names SUE WELLS.
- Who are the officers and directors of CONEJO SCHOOLS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $92,908 (LANA CLARK, EXECUTIVE DI).
- How much revenue does CONEJO SCHOOLS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $715,116, expenses of $864,433 and total assets of $677,847 at year end.
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