Civic Intelligence

El Monte Historical Society

EIN 23-7246859 • 501(c)3 • El Monte, CA

Pub. 78 Eligible990-N Coverage

Profile

Protecing our future while preserving our past

3150 Tyler AveEl Monte, CA 91731

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

50th percentile

-1.6%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

81st percentile

37%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$84,784

Up $923 (+1.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$84,784

Up $923 (+1.1%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin66th percentile

Revenue

Up

$7,942

Up $2,802 (+55%) from 2024

Expenses

Up

$7,019

Up $3,392 (+94%) from 2024

Net Income

Down

$923

Down $590 (-39%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$100K$50K$0Assets 2016: $58,494Liabilities 2016: $0Net Assets 2016: $58,4942016Assets 2017: $68,992Liabilities 2017: $0Net Assets 2017: $68,9922017Assets 2018: $78,903Liabilities 2018: $0Net Assets 2018: $78,9032018Assets 2019: $80,779Liabilities 2019: $0Net Assets 2019: $80,7792019Assets 2020: $81,557Liabilities 2020: $0Net Assets 2020: $81,5572020Assets 2021: $89,142Liabilities 2021: $0Net Assets 2021: $89,1422021Assets 2022: $88,882Liabilities 2022: $0Net Assets 2022: $88,8822022Assets 2023: $82,348Liabilities 2023: $0Net Assets 2023: $82,3482023Assets 2024: $83,861Liabilities 2024: $0Net Assets 2024: $83,8612024Assets 2025: $84,784Liabilities 2025: $0Net Assets 2025: $84,7842025

Highlighted filing

2025

Assets$84,784
Liabilities$0
Net Assets$84,784
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

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

$20K$10K$0-$10KRevenue 2016: $8,843Expenses 2016: $4,322Net Income 2016: $4,5212016Revenue 2017: $13,397Expenses 2017: $2,899Net Income 2017: $10,4982017Revenue 2018: $11,652Expenses 2018: $1,741Net Income 2018: $9,9112018Revenue 2019: $4,155Expenses 2019: $2,279Net Income 2019: $1,8762019Revenue 2020: $2,975Expenses 2020: $2,197Net Income 2020: $7782020Revenue 2021: $10,022Expenses 2021: $2,437Net Income 2021: $7,5852021Revenue 2022: $3,074Expenses 2022: $3,334Net Income 2022: -$2602022Revenue 2023: $1,680Expenses 2023: $8,301Net Income 2023: -$6,6212023Revenue 2024: $5,140Expenses 2024: $3,627Net Income 2024: $1,5132024Revenue 2025: $7,942Expenses 2025: $7,019Net Income 2025: $9232025

Highlighted filing

2025

Revenue$7,942
Expenses$7,019
Net Income$923
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$84,784
Liabilities
$0
Net assets
$84,784
Revenue
$7,942
Expenses
$7,019
Net income
$923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.8$0.00$84.8$7.94$7.02$0.92
2024Detailed filing. Detailed filing data is available for this year.$83.9$0.00$83.9$5.14$3.63$1.51
2023Detailed filing. Detailed filing data is available for this year.$82.3$0.00$82.3$1.68$8.30$6.62
2022Detailed filing. Detailed filing data is available for this year.$88.9$0.00$88.9$3.07$3.33$0.26
2021Detailed filing. Detailed filing data is available for this year.$89.1$0.00$89.1$10.0$2.44$7.59
2020Detailed filing. Detailed filing data is available for this year.$81.6$0.00$81.6$2.98$2.20$0.78
2019Detailed filing. Detailed filing data is available for this year.$80.8$0.00$80.8$4.16$2.28$1.88
2018Detailed filing. Detailed filing data is available for this year.$78.9$0.00$78.9$11.7$1.74$9.91
2017Detailed filing. Detailed filing data is available for this year.$69.0$0.00$69.0$13.4$2.90$10.5
2016Detailed filing. Detailed filing data is available for this year.$58.5$0.00$58.5$8.84$4.32$4.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 11, 2025
Return Version
2024v5.0
Gross Receipts
$7,942
Mission and Program Overview

Mission

Protecing our future while preserving our past

Protecting our future while preserving our past.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$53,551$54,181▲ $630
Cash and Non-Interest-Bearing Accounts$27,614$28,515▲ $901
Inventories for Sale or Use$1,600$1,600→ $0
Total Assets$83,861$84,784▲ $923
Other Assets Total$1,096$488▼ $608
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$83,861$84,784▲ $923
Total Net Assets Fund Balance$83,861$84,784▲ $923
Total Liabilities and Net Assets / Fund Balance$83,861$84,784▲ $923
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Cathi ErediaPresident
Florencio BrionesDirector
Helen ThurstonDirector
Jeff SeymourDirector
Tess VelascoDirector
Verna De Los ReyesDirector
Donna VillagomezSec
Charles HoffmanTreasurer
Sheila CrippenVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$7,942
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$6,177
Change in Net Assets
$923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,019
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$2,050--$2,050
Conferences and Meetings$1,274--$1,274
Fees for Services Accounting$850--$850
Office Expenses$838--$838
Advertising$287--$287
Other Expenses$25--$25
Total Functional Expenses$7,019$0$0$7,019
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
El Monte Historical Society
EIN
23-7246859
Address
3150 TYLER AVE, EL MONTE, CA 91731

Signing Officer

Name
Charles Hoffman
Title
Treasurer
Phone
6264443813
Signed
2025-09-11

Organization Details

Principal Officer
Charles Hoffman
Formed
1958
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Acct & Tax Group
Address
2000 SANTA ANITA AVE, SOUTH EL MONTE, CA 91733-3418
Preparer
David Malec
Phone
6264439451
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Organization continues to preserve el monte's rich history by maintaining local museum and educating the public.”

Form 990, Part IX, Line 11G

“STIPEND 2,050 0 0”

Raw XML Appendix298 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.

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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921231274
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCT & TAX GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 SANTA ANITA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH EL MONTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917333418
ReturnHeader/PreparerPersonGrp/PhoneNum06264439451
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MALEC
ReturnHeader/ReturnTs02025-10-24T17:50:38-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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