Civic Intelligence

Rotary Club of Pomona

EIN 95-1613028 • 501(c)4 • Claremont, CA

Profile

The mission of the Rotary Club of Pomona is to provide Avenues of Service that help develop community leaders at the same time providing club service, vocational service, community service & international service to our club members.

300 W Foothill BlvdClaremont, CA 91711

www.pomonarotary.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

9th percentile

-83%

Higher net margin than 9% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

32nd percentile

-14%

Faster asset growth than 32% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

38th percentile

-10%

Faster revenue growth than 38% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$89,558

Down $14,277 (-14%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$89,558

Down $14,277 (-14%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$15,013

Down $1,741 (-10%) from 2024

Expenses

Up

$27,491

Up $8,219 (+43%) from 2024

Net Income

Down

-$12,478

Down $9,960 (-396%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$150K$100K$50K$0Assets 2011: $133,206Liabilities 2011: $6,724Net Assets 2011: $126,4822011Assets 2012: $129,128Liabilities 2012: $3,917Net Assets 2012: $125,2112012Assets 2013: $119,774Liabilities 2013: $2,140Net Assets 2013: $117,6342013Assets 2014: $119,992Liabilities 2014: $7,421Net Assets 2014: $112,5712014Assets 2015: $89,404Liabilities 2015: $2,141Net Assets 2015: $87,2632015Assets 2016: $69,462Liabilities 2016: $9,431Net Assets 2016: $60,0312016Assets 2017: $62,192Liabilities 2017: $6,842Net Assets 2017: $55,3502017Assets 2018: $50,111Liabilities 2018: $77Net Assets 2018: $50,0342018Assets 2019: $56,601Liabilities 2019: $5,839Net Assets 2019: $50,7622019Assets 2020: $61,155Net Assets 2020: $61,1552020Assets 2021: $76,801Net Assets 2021: $76,8012021Assets 2022: $116,612Net Assets 2022: $116,6122022Assets 2023: $106,353Net Assets 2023: $106,3532023Assets 2024: $103,835Net Assets 2024: $103,8352024Assets 2025: $89,558Net Assets 2025: $89,5582025

Highlighted filing

2025

Assets$89,558
Liabilities-
Net Assets$89,558
Open 2025 Filing

Operations Trend

Revenue Growth38th percentile

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

$100K$50K$0-$50KRevenue 2011: $47,439Expenses 2011: $52,185Net Income 2011: -$4,7462011Revenue 2012: $40,663Expenses 2012: $41,934Net Income 2012: -$1,2712012Revenue 2013: $33,105Expenses 2013: $40,682Net Income 2013: -$7,5772013Revenue 2014: $42,064Expenses 2014: $47,127Net Income 2014: -$5,0632014Revenue 2015: $28,938Expenses 2015: $54,246Net Income 2015: -$25,3082015Revenue 2016: $27,349Expenses 2016: $54,581Net Income 2016: -$27,2322016Revenue 2017: $32,548Expenses 2017: $37,229Net Income 2017: -$4,6812017Revenue 2018: $31,741Expenses 2018: $37,058Net Income 2018: -$5,3172018Revenue 2019: $40,432Expenses 2019: $39,704Net Income 2019: $7282019Revenue 2020: $31,264Expenses 2020: $20,871Net Income 2020: $10,3932020Revenue 2021: $45,477Expenses 2021: $29,831Net Income 2021: $15,6462021Revenue 2022: $95,554Expenses 2022: $55,745Net Income 2022: $39,8092022Revenue 2023: $16,858Expenses 2023: $27,117Net Income 2023: -$10,2592023Revenue 2024: $16,754Expenses 2024: $19,272Net Income 2024: -$2,5182024Revenue 2025: $15,013Expenses 2025: $27,491Net Income 2025: -$12,4782025

Highlighted filing

2025

Revenue$15,013
Expenses$27,491
Net Income-$12,478
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,558
Liabilities
-
Net assets
$89,558
Revenue
$15,013
Expenses
$27,491
Net income
-$12,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.15$0.27$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.17$0.19$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.17$0.27$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.96$0.56$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.45$0.30$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.31$0.21$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.06$0.51$0.40$0.40$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.32$0.37$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.07$0.55$0.33$0.37$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.09$0.60$0.27$0.55$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.02$0.87$0.29$0.54$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.07$1.13$0.42$0.47$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.02$1.18$0.33$0.41$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.04$1.25$0.41$0.42$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.07$1.26$0.47$0.52$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.0
Gross Receipts
$15,013
Mission and Program Overview

Mission

The mission of the rotary club of pomona is to provide avenues of service that help develop community leaders at the same time providing club service, vocational service, community service & international service to our club members.

Program Services

DescriptionGrantsExpenses
TO PROVIDE COMMUNICATION AND QUALITY PROGRAMS TO OUR MEMBERS IN ORDER TO DEVELOP COMMUNITY LEADERS THROUGH OUR AVENUES OF SERVICE ABOVE SELF, COMMUNITY SERVICE AND INTERNATIONAL SERVICE.$14,016$18,618
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSH LANDISPresidentPT$0--
JILL DOLANSecretary-$0--
BERNARD A BERNSTEINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Pomona
EIN
95-1613028
Phone
9096213023
Address
300 W FOOTHILL BLVD, CLAREMONT, CA 91711

Signing Officer

Name
Bernard a Bernstein
Title
Treasurer
Phone
9096213023
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Yoss Allen Bernstein Lightfoot Llp
Address
300 W FOOTHILL BLVD, CLAREMONT, CA 91711
Preparer
Bernard a Bernstein
Phone
9096213023
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary international dues 6,128 1560 sherman ave evanston, il 60201-3698”

Form 990-ez, Part I, Line 10

“Name: donations - various address: 601 w. Mckinley pomona, ca 91768 cash contribution: 10,366”

Form 990-ez, Part I, Line 16

“Expenses office expense 180 conferences & meeting expense 1,191 programs 2,432 bank charges 45 board expense 1,970 taxes & licenses 550 interact expense 979 total 7,347”

Form 990-ez, Part I, Line 20

“-1,800 reduction in reserve account”

Form 990-ez, Part III

“The mission of the rotary club of pomona is to provide avenues of service that help develop community leaders at the same time providing club service, vocational service, community service & international service to our club members.”

Raw XML Appendix103 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BERNARD A BERNSTEIN
IRS990EZ/BooksInCareOfDetail/PhoneNum09096213023
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 W FOOTHILL BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLAREMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091711
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103836
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089558
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12478
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103836
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089558
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020144
IRS990EZ/GrossReceiptsAmt015013
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0103836
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089558
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0103836
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089558
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSH LANDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL DOLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BERNARD A BERNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1800
IRS990EZ/OtherExpensesTotalAmt07347
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE ROTARY CLUB OF POMONA IS TO PROVIDE AVENUES OF SERVICE THAT HELP DEVELOP COMMUNITY LEADERS AT THE SAME TIME PROVIDING CLUB SERVICE, VOCATIONAL SERVICE, COMMUNITY SERVICE & INTERNATIONAL SERVICE TO OUR CLUB MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt015013
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE COMMUNICATION AND QUALITY PROGRAMS TO OUR MEMBERS IN ORDER TO DEVELOP COMMUNITY LEADERS THROUGH OUR AVENUES OF SERVICE ABOVE SELF, COMMUNITY SERVICE AND INTERNATIONAL SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014016
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018618
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027491
IRS990EZ/TotalProgramServiceExpensesAmt018618
IRS990EZ/TotalRevenueAmt015013
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.POMONAROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL DUES 6,128 1560 SHERMAN AVE EVANSTON, IL 60201-3698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: DONATIONS - VARIOUS ADDRESS: 601 W. MCKINLEY POMONA, CA 91768 CASH CONTRIBUTION: 10,366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE EXPENSE 180 CONFERENCES & MEETING EXPENSE 1,191 PROGRAMS 2,432 BANK CHARGES 45 BOARD EXPENSE 1,970 TAXES & LICENSES 550 INTERACT EXPENSE 979 TOTAL 7,347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3-1,800 REDUCTION IN RESERVE ACCOUNT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MISSION OF THE ROTARY CLUB OF POMONA IS TO PROVIDE AVENUES OF SERVICE THAT HELP DEVELOP COMMUNITY LEADERS AT THE SAME TIME PROVIDING CLUB SERVICE, VOCATIONAL SERVICE, COMMUNITY SERVICE & INTERNATIONAL SERVICE TO OUR CLUB MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNARD A BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09096213023
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF POMONA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0951613028
ReturnHeader/Filer/PhoneNum09096213023
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 W FOOTHILL BLVD
ReturnHeader/Filer/USAddress/CityNm0CLAREMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091711
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832856444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOSS ALLEN BERNSTEIN LIGHTFOOT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 W FOOTHILL BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLAREMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091711
ReturnHeader/PreparerPersonGrp/PhoneNum09096213023
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNARD A BERNSTEIN
ReturnHeader/ReturnTs02025-11-11T13:11:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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