Civic Intelligence

La Verne Heritage Foundation Inc

EIN 95-4158105 • 501(c)3 • LA Verne, CA

Profile

Raise funds to preserve historic la vern

P O Box 8107LA Verne, CA 91750
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

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

19th percentile

-46%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$15,825

Down $19,819 (-56%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$15,825

Down $19,819 (-56%) from 2024

Revenue

Down

$145,599

Down $19,803 (-12%) from 2024

Expenses

Down

$165,418

Down $18,052 (-9.8%) from 2024

Net Income

Down

-$19,819

Down $1,751 (-9.7%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $49,411Liabilities 2011: $0Net Assets 2011: $49,4112011Assets 2015: $56,673Liabilities 2015: $18,5002015Assets 2016: $40,007Liabilities 2016: $02016Assets 2017: $50,890Liabilities 2017: $0Net Assets 2017: $50,8902017Assets 2018: $56,347Liabilities 2018: $0Net Assets 2018: $56,3472018Assets 2019: $51,735Liabilities 2019: $0Net Assets 2019: $51,7352019Assets 2020: $48,069Liabilities 2020: $0Net Assets 2020: $48,0692020Assets 2021: $37,265Liabilities 2021: $0Net Assets 2021: $37,2652021Assets 2023: $53,712Liabilities 2023: $0Net Assets 2023: $53,7122023Assets 2024: $35,644Liabilities 2024: $0Net Assets 2024: $35,6442024Assets 2025: $15,825Liabilities 2025: $0Net Assets 2025: $15,8252025

Highlighted filing

2025

Assets$15,825
Liabilities$0
Net Assets$15,825

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $20,0952011Revenue 2015: $71,448Expenses 2015: $80,409Net Income 2015: -$8,9612015Revenue 2016: $104,259Expenses 2016: $102,425Net Income 2016: $1,8342016Revenue 2017: $73,904Expenses 2017: $63,021Net Income 2017: $10,8832017Revenue 2018: $84,945Expenses 2018: $79,488Net Income 2018: $5,4572018Revenue 2019: $106,158Expenses 2019: $110,770Net Income 2019: -$4,6122019Revenue 2020: $73,457Expenses 2020: $77,123Net Income 2020: -$3,6662020Revenue 2021: $33,633Expenses 2021: $44,437Net Income 2021: -$10,8042021Revenue 2023: $118,513Expenses 2023: $115,374Net Income 2023: $3,1392023Revenue 2024: $165,402Expenses 2024: $183,470Net Income 2024: -$18,0682024Revenue 2025: $145,599Expenses 2025: $165,418Net Income 2025: -$19,8192025

Highlighted filing

2025

Revenue$145,599
Expenses$165,418
Net Income-$19,819

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 15, 2026
Return Version
2024v5.2
Gross Receipts
$145,599
Mission and Program Overview

Mission

Raise funds to preserve Historic La Vern

Program Services

DescriptionGrantsExpenses
MAINTENANCE OF HERITAGE PARK STRUCTURES, DISPLAY ITEMS,BARN, WEBER HOUSE, AND THE ORANGE GROVES$13,269$11,678
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN MOLINAPresidentPT$0--
PAT BAURVice PresidentPT$0--
BONNIE BRUNELTreasurerPT$0--
DONNA MURRELLSecretaryPT$0--
KAY JONESVolunteer CoordinatorPT$0--
DON HAVEMANDirectorPT$0--
NATALIE HAVEMANDirectorPT$0--
MARY MASTENDirectorPT$0--
CHARLENE HAZELTONHistorianPT$0--
EDDIE PARACaretakerPT$0--
STEVE SALYARDSIt SpecialistPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pumpkin Patc$69,208$69,208$40,208$29,000
Orange Sales$6,949$6,949$411$6,538
Total Events$131,844$131,844$43,491$88,353
Filing and Contact Details

Filer

Filer Name
La Verne Heritage Foundation Inc
EIN
95-4158105
In Care Of
% BONNIE BRUNEL
Phone
9095962488
Address
P O BOX 8107, LA VERNE, CA 91750

Signing Officer

Name
Bonnie Brunel
Title
Treasurer
Phone
9512047172
Signed
2026-01-15
Discuss with paid preparer
No

Preparer

Firm
Koh & Company
Address
155 N Riverview Dr, Anaheim, CA 92808
Preparer
Robert Koh
Phone
7144624432
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountEVENT EXPENSES 95,198

Description of other assets Part II line 24

Category Beginning of Year End of YearPUBLICLY TRADE SECURITIES 13,269 14,015

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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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