Conejo Valley Historical Society
Nonprofit profile at a glance
- EIN
- 235091980
- IRS 990-EZ coverage
- 2012–2025
- Forms available
- Form 990 2022, Form 990-EZ 2025, Form 990-T 2024
- Location
- Newbury Park, CA, USA
- Phone
- 8054989441
- Rating
- 37
- Verdict
- REVIEW
- Rating confidence
- Moderate
Reported finances
- Revenue
- $164,679
- Expenses
- $161,581
- Assets
- $127,007
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- WILLIAM ACKERMAN (PRESIDENT)
- BERTIN WEYL (PAST PRESIDENT)
- CAROL WHEELIS (1ST VICE PRESIDENT)
- NELLIE CUSWORTH (2ND VICE PRESIDENT)
People named in this filing
- WILLIAM ACKERMAN (PRESIDENT)
- BERTIN WEYL (PAST PRESIDENT)
- CAROL WHEELIS (1ST VICE PRESIDENT)
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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The conejo valley historical society was formed in 1965 to save the original grand union hotel from demolition. With that success behind them, the society developed a docent program and began leading tours of the hotel (rebuilt in 1976 as the stagecoach inn). Fast forward to 2023, and the stagecoach inn museum is a beloved member of the community, offering family-oriented special events, lectures, school programs, and a fun and friendly group of docents.
What it reported doing in 2025
School tours - historical exhibits
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- No current program activity. The filing reports no program spending for the current year.
The verdict
REVIEW - The filed numbers largely add up. 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: 0
- Transparency & Controls: 82
- Sustainability: 49
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 1.9%; rating input score 37; 37th percentile among comparable filings
- Total-asset coverage ratio: 0.79; rating input score 51; 51st percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: -25.3% per year; rating input score 0; 9th percentile among comparable filings
- Revenue growth: 5.3% per year; rating input score 100; 45th percentile among comparable filings
- Asset growth: -6.2% per year; rating input score 0; 14th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 13 filing years from 2012 to 2025
- Contacts: How to reach this organization
- 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.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 37/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 51/100.