THE HISTORICAL SOCIETY OF POMONA V… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1934

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $131,838

ACCOMPLISHMENTS FOR 2024 INCLUDE 4TH SCHOOL TOURS FOR PUSD AND BONITA UNIFIED, PLUS A SMATTERING OF STUDENTS FROM SAN BERNARDINO TOTALING 3,0000 STUDENTS. DOCENT HOURS FOR THIS ACTIVITY ARE INCLUDED...

Program 2

Expenses: $44,992 Revenue: $50,000

E-BELL FIRE RECOVERY.WE SURVIVED A FIRE AT THE EAST SIDE OF THE BUILDING AND DID NOT LOSE THE WHOLE COMPLEX. AT THE END OF SEPTEMBER FIRE, WE BEGAN 24/7 SECURITY TO PROTECT THE BUILDING UNTIL...

E-BELL FIRE RECOVERY.WE SURVIVED A FIRE AT THE EAST SIDE OF THE BUILDING AND DID NOT LOSE THE WHOLE COMPLEX. AT THE END OF SEPTEMBER FIRE, WE BEGAN 24/7 SECURITY TO PROTECT THE BUILDING UNTIL ELECTRICITY COULD BE RESTORED TO THE ALARMS. THE COMMUNITY WAS GENEROUS WITH ITS TIME WHEN HELPING US RESCUE ARTIFACTS, DRY THEM OUT, CONSERVE THEM AND PLACE THESE ITEMS IN BOXES. VOLUNTEERS HELPED US MOVE OUT OF PARTS OF THE BUILDING WE HAD NOT PLANNED ON.

Program 3

Expenses: $436,700 Revenue: $750,000

E-BELL REVIVAL FUND FOR REPAIRS AND MAINTENANCE OF HISTORIC BUILDING. IN SEPTEMBER, 2024 WE BEGAN A REPAIR PROJECT THAT INCLUDED PAINTING AND PLASTER REPAIR IN THE BALLROOM, REFINISHED FLOORS, NEW...

E-BELL REVIVAL FUND FOR REPAIRS AND MAINTENANCE OF HISTORIC BUILDING. IN SEPTEMBER, 2024 WE BEGAN A REPAIR PROJECT THAT INCLUDED PAINTING AND PLASTER REPAIR IN THE BALLROOM, REFINISHED FLOORS, NEW STAGE CURTAINS AND NEW DRAPES AND UPDATING ELECTRICAL AND PLUMBING. WE BEGAN WORK ON A NEW FOUNDATION. THIS PART PROJECT WAS SPREAD OVER OCTOBER TO END OF FEBRUARY, 2025.

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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%)

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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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

Total Directors

Key Employees

Highest Compensated

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

THE HISTORICAL SOCIETY OF POMONA VALLEY