Civic Intelligence

Conejo Valley Historical Society

EIN 23-5091980 • 501(c)3 • Newbury Park, CA

Profile

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.

51 South Ventu Park RoadNewbury Park, CA 91320

stagecoachinnmuseum.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

51st percentile

1.9%

Higher net margin than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

59th percentile

2.5%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$123,909

Up $10,818 (+9.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$123,909

Up $10,818 (+9.6%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin51st percentile

Revenue

Down

$146,674

Down $2,885 (-1.9%) from 2023

Expenses

Up

$135,856

Up $2,719 (+2.0%) from 2023

Net Income

Down

$10,818

Down $5,604 (-34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2012: $366,005Net Assets 2012: $366,0052012Assets 2013: $333,763Net Assets 2013: $333,7632013Assets 2014: $330,992Net Assets 2014: $330,9922014Assets 2015: $346,062Net Assets 2015: $346,0622015Assets 2016: $313,404Net Assets 2016: $313,4042016Assets 2017: $333,410Net Assets 2017: $333,4102017Assets 2018: $319,667Liabilities 2018: $0Net Assets 2018: $319,6672018Assets 2019: $320,377Liabilities 2019: $0Net Assets 2019: $320,3772019Assets 2020: $295,333Liabilities 2020: $0Net Assets 2020: $295,3332020Assets 2021: $300,485Liabilities 2021: $0Net Assets 2021: $300,4852021Assets 2022: $289,970Liabilities 2022: $0Net Assets 2022: $289,9702022Assets 2023: $113,091Liabilities 2023: $0Net Assets 2023: $113,0912023Assets 2024: $123,909Liabilities 2024: $0Net Assets 2024: $123,9092024

Highlighted filing

2024

Assets$123,909
Liabilities$0
Net Assets$123,909
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $103,882Expenses 2012: $84,062Net Income 2012: $19,8202012Revenue 2013: $80,820Expenses 2013: $113,062Net Income 2013: -$32,2422013Revenue 2014: $119,891Expenses 2014: $122,662Net Income 2014: -$2,7712014Revenue 2015: $109,215Expenses 2015: $94,145Net Income 2015: $15,0702015Revenue 2016: $91,098Expenses 2016: $123,756Net Income 2016: -$32,6582016Revenue 2017: $98,691Expenses 2017: $78,685Net Income 2017: $20,0062017Revenue 2018: $109,394Expenses 2018: $123,137Net Income 2018: -$13,7432018Revenue 2019: $106,499Expenses 2019: $105,789Net Income 2019: $7102019Revenue 2020: $61,722Expenses 2020: $86,766Net Income 2020: -$25,0442020Revenue 2021: $146,591Expenses 2021: $141,439Net Income 2021: $5,1522021Revenue 2022: $259,072Expenses 2022: $269,587Net Income 2022: -$10,5152022Revenue 2023: $149,559Expenses 2023: $133,137Net Income 2023: $16,4222023Revenue 2024: $146,674Expenses 2024: $135,856Net Income 2024: $10,8182024

Highlighted filing

2024

Revenue$146,674
Expenses$135,856
Net Income$10,818
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,909
Liabilities
$0
Net assets
$123,909
Revenue
$146,674
Expenses
$135,856
Net income
$10,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.47$1.36$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.50$1.33$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$2.59$2.70$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$1.47$1.41$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.62$0.87$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$1.06$1.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$1.09$1.23$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.33$3.33$0.99$0.79$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.13$3.13$0.91$1.24$0.33
2015Detailed filing. Detailed filing data is available for this year.$3.46$3.46$1.09$0.94$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.31$3.31$1.20$1.23$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.34$3.34$0.81$1.13$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$3.66$1.04$0.84$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 2, 2025
Return Version
2024v5.0
Gross Receipts
$164,389
Mission and Program 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.

Program Services

DescriptionGrantsExpenses
SCHOOL TOURS - HISTORICAL EXHIBITS$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL ACKERMANPresidentFT$0--
BERT WEYLPast PresidentPT$0--
CAROL WHEELIS1st Vice PresidentPT$0--
NELLIE CUSWORTH2nd Vice PresidentPT$0--
JEANETTE BERARDRecording Secretary-$0--
RUTH DODSCorresponding SecretaryPT$0--
DARLENE VAN MAANENTreasurerPT$0--
ROBERT MARONInternal Director-$0--
SUZANA HARRISExternal Director-$0--
SHARON GERLACHTrustee-$0--
BARBARA CROWDISTrustee-$0--
SHIRLEY HEDRICKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Conejo Valley Historical Society
EIN
23-5091980
Phone
8054989441
Address
51 SOUTH VENTU PARK ROAD, NEWBURY PARK, CA 91320

Signing Officer

Name
Pam Pond
Title
President
Phone
8054989441
Signed
2025-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Hinricher & Cousino Llp
Address
3275 OLD CONEJO ROAD, THOUSAND OAKS, CA 91320
Preparer
Terry F Hinricher
Phone
8054961883
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: facilities use. Amount: 26,800. Description: docent income. Amount: 752. Description: memberships. Amount: 1,825. Description: reimbursed expenses. Amount: 24. Description: area specific. Amount: 5,330. Description: cvhs solicitations. Amount: 2,500. Total to form 990-ez, line 8: 37,231.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office expenses. Amount: 1,343. Description: insurance. Amount: 17,088. Description: other operation expenses. Amount: 18,804. Description: taxes and filing fees. Amount: 119. Description: membership expenses. Amount: 818. Description: grant expenses. Amount: 26,543. Description: docent expenses. Amount: 1,335. Description: collection managment. Amount: 28. Description: facilities use expenses. Amount: 4,851. Description: area specific expenses. Amount: 2,754. Description: miscellaneous. Amount: 117. Description: gifts. Amount: 317. Total to form 990-ez, line 16: 74,117.”

Raw XML Appendix199 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL ACKERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BERT WEYL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL WHEELIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NELLIE CUSWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEANETTE BERARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RUTH DODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DARLENE VAN MAANEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROBERT MARON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SUZANA HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SHARON GERLACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BARBARA CROWDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SHIRLEY HEDRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7INTERNAL DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EXTERNAL DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt074117
IRS990EZ/OtherRevenueTotalAmt037231
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/PrintingPublicationsPostageAmt02973
IRS990EZ/ProgramServiceRevenueAmt037332
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL TOURS - HISTORICAL EXHIBITS
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FACILITIES USE. AMOUNT: 26,800. DESCRIPTION: DOCENT INCOME. AMOUNT: 752. DESCRIPTION: MEMBERSHIPS. AMOUNT: 1,825. DESCRIPTION: REIMBURSED EXPENSES. AMOUNT: 24. DESCRIPTION: AREA SPECIFIC. AMOUNT: 5,330. DESCRIPTION: CVHS SOLICITATIONS. AMOUNT: 2,500. TOTAL TO FORM 990-EZ, LINE 8: 37,231.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,343. DESCRIPTION: INSURANCE. AMOUNT: 17,088. DESCRIPTION: OTHER OPERATION EXPENSES. AMOUNT: 18,804. DESCRIPTION: TAXES AND FILING FEES. AMOUNT: 119. DESCRIPTION: MEMBERSHIP EXPENSES. AMOUNT: 818. DESCRIPTION: GRANT EXPENSES. AMOUNT: 26,543. DESCRIPTION: DOCENT EXPENSES. AMOUNT: 1,335. DESCRIPTION: COLLECTION MANAGMENT. AMOUNT: 28. DESCRIPTION: FACILITIES USE EXPENSES. AMOUNT: 4,851. DESCRIPTION: AREA SPECIFIC EXPENSES. AMOUNT: 2,754. DESCRIPTION: MISCELLANEOUS. AMOUNT: 117. DESCRIPTION: GIFTS. AMOUNT: 317. TOTAL TO FORM 990-EZ, LINE 16: 74,117.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM POND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08054989441
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONEJO VALLEY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0CONE
ReturnHeader/Filer/EIN0235091980
ReturnHeader/Filer/PhoneNum08054989441
ReturnHeader/Filer/USAddress/AddressLine1Txt051 SOUTH VENTU PARK ROAD
ReturnHeader/Filer/USAddress/CityNm0NEWBURY PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091320
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770291466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HINRICHER & COUSINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03275 OLD CONEJO ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THOUSAND OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091320
ReturnHeader/PreparerPersonGrp/PhoneNum08054961883
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY F HINRICHER
ReturnHeader/ReturnTs02025-04-11T15:46:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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