Civic Intelligence

La Historia Historical Society

EIN 95-4706354 • 501(c)3 • El Monte, CA

Profile

Preserve, share and expand on histories of el monte/south el monte barrios through photos, audio recordings, artifacts of those who worked, lived and supported the people in these communities.

3240 Tyler AveEl Monte, CA 91731

n/A

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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-77%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

44th percentile

-6.2%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

229%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$31,830

Down $2,094 (-6.2%) from 2023

Liabilities

Down

$0

Down $38,215 (-100%) from 2023

Net Assets

Up

$31,830

Up $36,121 (+842%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin11th percentile

Revenue

Up

$54,907

Up $38,235 (+229%) from 2023

Expenses

Up

$97,087

Up $36,801 (+61%) from 2023

Net Income

Up

-$42,180

Up $1,434 (+3.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0-$50KAssets 2010: $9,895Liabilities 2010: $02010Assets 2012: $6,704Liabilities 2012: $02012Assets 2016: $5,498Liabilities 2016: $02016Assets 2017: $8,516Liabilities 2017: $02017Assets 2018: $10,061Liabilities 2018: $02018Assets 2019: $11,917Liabilities 2019: $02019Assets 2020: $24,815Liabilities 2020: $15,0002020Assets 2021: $114,676Liabilities 2021: $0Net Assets 2021: $114,6762021Assets 2022: $39,323Liabilities 2022: $0Net Assets 2022: $39,3232022Assets 2023: $33,924Liabilities 2023: $38,215Net Assets 2023: -$4,2912023Assets 2024: $31,830Liabilities 2024: $0Net Assets 2024: $31,8302024

Highlighted filing

2024

Assets$31,830
Liabilities$0
Net Assets$31,830
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $12,086Expenses 2010: $14,528Net Income 2010: -$2,4422010Revenue 2012: $12,550Expenses 2012: $14,581Net Income 2012: -$2,0312012Revenue 2016: $5,022Expenses 2016: $4,534Net Income 2016: $4882016Revenue 2017: $7,384Expenses 2017: $4,366Net Income 2017: $3,0182017Revenue 2018: $10,032Expenses 2018: $8,487Net Income 2018: $1,5452018Revenue 2019: $8,986Expenses 2019: $7,130Net Income 2019: $1,8562019Revenue 2020: $3,057Expenses 2020: $5,159Net Income 2020: -$2,1022020Revenue 2021: $122,220Expenses 2021: $17,359Net Income 2021: $104,8612021Revenue 2022: $7,337Expenses 2022: $54,455Net Income 2022: -$47,1182022Revenue 2023: $16,672Expenses 2023: $60,286Net Income 2023: -$43,6142023Revenue 2024: $54,907Expenses 2024: $97,087Net Income 2024: -$42,1802024

Highlighted filing

2024

Revenue$54,907
Expenses$97,087
Net Income-$42,180
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$31,830
Liabilities
$0
Net assets
$31,830
Revenue
$54,907
Expenses
$97,087
Net income
-$42,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.55$0.97$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.38$0.04$0.17$0.60$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.07$0.54$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$1.22$0.17$1.05
2020Summary only. Only limited summary data is available for this year.$0.25$0.15$0.03$0.05$0.02
2019Summary only. Only limited summary data is available for this year.$0.12$0.00$0.09$0.07$0.02
2018Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.08$0.02
2017Summary only. Only limited summary data is available for this year.$0.09$0.00$0.07$0.04$0.03
2016Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.05$0.00
2012Summary only. Only limited summary data is available for this year.$0.07$0.00$0.13$0.15$0.02
2010Summary only. Only limited summary data is available for this year.$0.10$0.00$0.12$0.15$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 9, 2025
Return Version
2024v5.1
Gross Receipts
$54,907
Mission and Program Overview

Mission

La historia historical society museum is an organization that seeks to preserve, share and expand on the histories of the el monte/south el monte barrios through photos, audio recordings, artifacts of those who worked, lived and or have supported the people in these communities. El monte/south el monte is composed of various ethnicities who share an immigrant/migrant history.

Preserve, share and expand on histories of el monte/south el monte barrios through photos, audio recordings, artifacts of those who worked, lived and supported the people in these communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$74,010$31,830▼ $42,180
Land, Buildings, and Equipment, Net-$0-
Total Assets$74,010$31,830▼ $42,180
Liabilities
Other Liabilities-$0-
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$74,010$31,830▼ $42,180
Total Net Assets Fund Balance$74,010$31,830▼ $42,180
Total Liabilities and Net Assets / Fund Balance$74,010$31,830▼ $42,180
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Vernon WickstromPresident
Tina NevarezVice President
-Secretary
Veronica PenaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,907
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$54,832
Change in Net Assets
$-42,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$51,966
Other Expenses$42,171
Grants and Similar Amounts Paid$2,950
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$51,966-$51,966
Other Expenses$21,169$2,069-$21,169
Office Expenses$6,334$3,249-$9,583
Grants to Domestic Individuals$2,950--$2,950
Fees for Services Other$2,500--$2,500
Fees for Services Accounting$1,250--$1,250
Information Technology-$1,074-$1,074
Insurance$814--$814
Fees for Services Management-$600-$600
Conferences and Meetings$417--$417
Advertising$95--$95
All Other Expenses$45--$45
Travel$30--$30
Total Functional Expenses$36,649$60,438$0$97,087
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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
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

Part VI Line 2

“Sister veronica pena is also a officer .”

Filing and Contact Details

Filer

Filer Name
La Historia Historical Society
EIN
95-4706354
Phone
6262464631
Address
3240 TYLER AVE, EL MONTE, CA 91731

Signing Officer

Name
Rosa Pena
Title
President
Phone
6262464631
Signed
2025-06-09

Organization Details

Principal Officer
Rosa Pena
Formed
2001
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Supplemental Narrative

Additional Explanations

Part III Line 4D

“PRESERVE, SERVE AND EXPAND THE HISTORIES OF EL MONTE/SOUTH EL MONTE BARRIOS - Activity Code: Grants Amount: 2950 Expense Amount: 21598 Revenue Amount: 0”

Raw XML Appendix314 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/GainOrLossGrp/SecuritiesAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SISTER VERONICA PENA IS ALSO A OFFICER .
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 2
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt074010
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt031830
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt030
IRS990/TravelGrp/TotalAmt030
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt03240 TYLER AVE
IRS990/USAddress/CityNm0EL MONTE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091731
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Rosa Pena
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06262464631
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LA HISTORIA HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0LAHI
ReturnHeader/Filer/EIN0954706354
ReturnHeader/Filer/PhoneNum06262464631
ReturnHeader/Filer/USAddress/AddressLine1Txt03240 TYLER AVE
ReturnHeader/Filer/USAddress/CityNm0EL MONTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091731
ReturnHeader/ReturnTs02025-06-09T19:40:53-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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