THE HISTORICAL SOCIETY OF POMONA VALLEY

EIN: 952143371 501(c)(3)

POMONA, CA

Total Revenue
$870,274
Total Expenses
$635,773
Total Assets
$1,503,651
Net Assets
$1,480,110
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1934
Legal Domicile
CA
Principal Officer
DEBORAH CLIFFORD
Phone
9096232198
Tax Period
2024-01-01 to 2024-12-31

THE HISTORICAL SOCIETY OF POMONA VALLEY, founded in 1934, is a small nonprofit that reported $870K in total revenue in fiscal year 2024. Revenue surged 576% from the prior year, signaling strong growth momentum. The organization ran a surplus of $235K, a strong 27% operating margin.

Mission

OUR MISSION IS TO MAKE THE RICH AND DIVERSE HISTORY OF THE POMONA VALLEY A MEANINGFUL PART OF PEOPLE'S LIVES. THE POMONA VALLEY AND THE CITY OF POMONA IN PARTICULAR HAVE A RICH AND INTERESTING HISTORY, AND THE HISTORICAL SOCIETY OF POMONA VALLEY IS PROUD TO SHARE IT WITH THE PUBLIC. WE PROTECT AND PRESERVE IMPORTANT HISTORIC SITES,RECORDS, AND ARTIFACTS AND EDUCATE THE PUBLIC ABOUT THE AREA'S HISTORY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $774,959
Program Service Revenue $51,544
Investment Income $36
Other Revenue $43,735
TOTAL REVENUE $870,274

Expense Breakdown

Grants Paid $0
Salaries & Benefits $52,824
Fundraising Expenses $0
Program Expenses $613,530
Other Expenses $582,949
TOTAL EXPENSES $635,773

Year-over-Year Comparison

2024 2023 Change
Revenue $870,274 $128,796 +5.8%
Expenses $635,773 $169,413 +2.8%
Net Income $234,501 $-40,617 -6.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
10
Employees
8
Volunteers
30

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✓ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEBORAH CLIFFORD PRESIDENT 30.00
Officer Director
$0 $0 $0
MIKE SCHOWALTER VP 6.00
Officer Director
$0 $0 $0
JOHN CLIFFORD SECRETARY 5.00
Officer Director
$0 $0 $0
JAN BRAUNSTEIN TREASURER 3.00
Officer Director
$0 $0 $0
ALICE GOMEZ DIRECTOR 2.00
Director
$0 $0 $0
CARSON BENNIT DIRECTOR 1.00
Director
$0 $0 $0
BENNY AYALA TREASURER 5.00
Officer Director
$0 $0 $0
DONNA OTERO-MANZANARES DIRECTOR 1.00
Director
$0 $0 $0
RENEE BARBEE DIRECTOR 1.00
Director
$0 $0 $0
JAY MUNNS DIRECTOR 1.00
Director
$0 $0 $0
ALEX MARTINEZ DIRECTOR 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2024 $870,274 $635,773 $1,503,651 $234,501
2023 $128,796 $169,413 $1,269,585 $-40,617
2022 $157,847 $94,326 $1,310,108 $63,521
2021 $73,368 $71,963 $1,251,505 $1,405
2020 $44,444 $64,728 $1,247,128 $-20,284
2019 $56,076 $60,468 $1,275,358 $-4,392
2018 $45,525 $40,712 $1,273,562 $4,813
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