The Historical Society of Pomona Valley
Nonprofit profile at a glance
- EIN
- 952143371
- IRS 990 coverage
- 2010–2025
- Forms available
- Form 990 2025
- Location
- Pomona, CA, USA
- Phone
- 9096232198
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $3,154,497
- Expenses
- $2,468,868
- Assets
- $2,401,668
- Liabilities
- $27,510
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- DEBORAH CLIFFORD (PRESIDENT)
People named in this filing
- DEBORAH CLIFFORD (PRESIDENT)
- MIKE SCHOWALTER (VP)
- JOHN CLIFFORD (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2025
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.
Operating model
- Revenue model
- Grant-funded. 61% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and some filed totals do not add up.
Rating breakdown
- Financial Efficiency: 87
- Transparency & Controls: 86
- Accountability: 55
- Sustainability: 64
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 77.4%; rating input score 77
- Program expense ratio: 98.9%; rating input score 99
- Fundraising efficiency: $4,021.29 raised per $1 spent on fundraising; rating input score 99; 99th percentile among comparable filings
Transparency & Controls
- Consistency checks: 91.7%; rating input score 92; 9th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 84.6%; rating input score 85; 18th percentile among comparable filings
- Governance controls: 1 of 7 controls in place; rating input score 14
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 21.7%; rating input score 74; 74th percentile among comparable filings
- Total-asset coverage ratio: 0.97; rating input score 33; 33rd percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 77; 77th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 90; 90th percentile among comparable filings
Growth
- Program expense growth: 34.7% per year; rating input score 100; 94th percentile among comparable filings
- Revenue growth: 29.8% per year; rating input score 100; 93rd percentile among comparable filings
- Asset growth: 3% per year; rating input score 100; 22nd percentile among comparable filings
Details
- Where the money goes: 77.4% of revenue deployed · 98.9% of spending went to programs
- Governance: 11 of 13 board members independent · 1 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $2.4M in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 22 of 23 current checks pass · 1 finding to review
- Schedules: 4 filed schedules · includes major donors
- Filing history: 15 filing years from 2010 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.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Accountability: Governance controls: 5 of 6 not reported.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Moderate — Sustainability: Total-asset coverage ratio scored 33/100.