2024-11-14T14:07:37-08:00 2023-12-31 261460241 YALE TAX PROFESSIONALS 427 YALE AVE CLAREMONT CA 91711 990 2023-01-01 953364471 CLAREMONT HERITAGE INC CLAR 9096210848 PO BOX 742 CLAREMONT CA 91711 JOHN NEIUBER President 2024-11-14 true true CHERI DAVIS P00623653 9096253909 X 2023 2024-10-15 13:58:12Z PO BOX 742 CLAREMONT CA 917110742 356125 false X www.claremontheritage.org X CA HISTORICAL PRESERVATION 20 20 5 115 0 124071 117391 45436 72054 7803 1960 106261 134309 283571 325714 0 0 154158 188031 0 69324 180180 189772 334338 377803 -50767 -52089 256986 216870 802 1138 256184 215732 HISTORICAL PRESERVATION false false 252280 189415 HISTORICAL PRESERVATION, TRAINING, AND EDUCATION CONCERNING CLAREMONT HISTORICAL SITES. EDUCATION OF COMMUNITY CHILDREN AND VISITORS. PRESERVATION OF HISTORIC SITES AND NEIGHBORHOODS. 252280 true true false false false false true true false true false false false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 19 11 true 5 true false false false false false false false 0 false false false false false false false X 20 20 false false false false true true false true true false false true true true true true true true false false CA X X DAVID SHEARER 9096210848 840 N INDIAN HILL BLVD CLAREMONT CA 91711 DAVID SHEARER CEO 40.00 0.00 X 41253 0 0 STACEY CAPONIGRO BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN FARANDA PAST PRESIDENT 5.00 0.00 X X 0 0 0 JENNIFER STARK BOARD MEMBER 2.00 0.00 X 0 0 0 LAURA VERBAL BOARD MEMBER 2.00 0.00 X 0 0 0 STEPHANIE LOGAN LIBRARY ASSOC 2.00 0.00 X 0 0 0 JESSE EMMERT BOARD MEMBER 2.00 0.00 X 0 0 0 ANDREW BENTSON BOARD MEMBER 2.00 0.00 X 0 0 0 LAILAH GHAFARSHAD BOARD MEMBER 2.00 0.00 X 0 0 0 BERNADETTE KENDALL BOARD MEMBER 2.00 0.00 X 0 0 0 CHARLOTTE RESCH BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN NEIUBER President 10.00 0.00 X X 0 0 0 PEGGY KELLY BOARD MEMBER 2.00 0.00 X 0 0 0 MARTIN MCLEOD BOARD MEMBER 2.00 0.00 X 0 0 0 GABE MILLAR CLAREMONT 2.00 0.00 X 0 0 0 MONDIE PIC'L BOARD MEMBER 2.00 0.00 X 0 0 0 EVAN WOLLEN BOARD MEMBER 2.00 0.00 X 0 0 0 GINA VALONA BOARD MEMBER 0.00 0.00 X 0 0 0 ANDREW VELASQUEZ BOARD MEMBER 2.00 0.00 X 0 0 0 ELIZABETH WRIGHT Treasurer 2.00 0.00 X X 0 0 0 KAREN ROSENTHAL Secretary 2.00 0.00 X X 0 0 0 41253 0 false false false 0 37451 79940 30 117391 EDUCATIONAL PROG INCOME 5386 5386 HOME TOURS 66668 66668 72054 1960 1960 0 0 62325 22075 40250 40250 40250 0 92282 92282 92282 0 8113 8336 -223 -223 ARCHIVE INCOME 2000 2000 2000 325714 74014 134309 X 0 0 0 0 41254 30940 8251 2063 0 126539 101231 25308 0 8579 6434 1716 429 11659 8744 2332 583 0 0 1225 1225 0 0 0 0 9745 9745 8707 8707 7210 7210 0 0 0 0 278 278 0 0 0 0 RESTORATION 53260 53260 GALA EXPENSES 31214 31214 EVENT EXPENSE 17912 17912 HOME TOUR EXPENSES 13670 13670 46551 34716 8382 3453 377803 252280 56199 69324 62765 29031 24751 0 0 1367 0 0 0 0 16478 11000 0 0 51155 69749 0 0 0 100470 107090 256986 216870 802 1138 802 1138 X 16478 145983 239706 69749 256184 215732 256986 216870 -52089 11637 X false false false X 145257 116791 127838 108388 112361 610635 62608 32777 42575 45436 43146 226542 0 0 0 207865 149568 170413 153824 155507 837177 0 0 837177 17 15 21 12 4 69 0 17 15 21 12 4 69 56105 21550 29620 58049 43156 208480 0 263987 171133 200054 211885 198667 1045726 0.80060 0.80190 0.00010 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 2 2 1 false false X X X X true 54610 5000 12898 2760 69748 63939 5000 -11846 2483 54610 47031 5000 13757 1849 63939 38006 5000 5500 1475 47031 25918 5000 8190 1102 38006 false false false 100500 6590 107090 Part II, Line 9: Organization Reporting of conservation easements. THERE ARE NO FINANCIAL STATEMENTS WITH FOOTNOTES. Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o THERE ARE NO FINANCIAL STATEMENTS WITH FOOTNOTES. Part V, Line 4: Intended uses of the endowment fund. Long-term financial stability X X X X X X X false SUMMER GALA 78633 78633 OTHER 13649 13649 92282 92282 92282 Form 990, Part VI, Section A, Line 6 THE ORGANIZATION IS STRUCTURED AS A DUES PAYING MEMBERSHIP ORGANIZATION. THE BYLAWS SPECIFY THAT ANYONE WHO PAYS DUES AUTOMATICALLY BECOMES A MEMBER. Form 990, Part VI, Section B, Line 11b THE ORGANIZATION'S POLICY IS TO PROVIDE A COPY OF THE FORM 990 TO ALL DIRECTORS, AND TO HAVE THE FORM 990 APPROVED AT THE SUBSEQUENT BOARD OF DIRECTORS MEETING. Form 990, Part VI, Section B, Line 12c THE ORGANIZATION'S BYLAWS SPECIFY THAT IT HAS A CONFLICT OF INTEREST POLICY. THE BOARD ALSO HAS ADOPTED A CODE OF ETHICS AND A CONFLICT OF INTERST POLICY, EACH OF WHICH REQUIRE ANNUAL AFFIRMATION BY ALL MEMBERS OF THE BOARD OF DIRECTORS AND EMPLOYEES. Form 990, Part VI, Section B, Line 15a THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS COMPLETES A DETAILED ANNUAL REVIEW OF THE EXECTUTIVE DIRECTOR, INCLUDING BENCHMARKS TOWARD STRATEGIC GOALS AND SALARY DATA. Form 990, Part VI, Section C, Line 18 Governing documents, conflict of interest policy, and financial statements are available for public inspection at Claremont Heritage office during regular operating hours. Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policy, and financial statements are available for public inspection at Claremont Heritage office during regular operating hours. Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e 3RD GRADE LOCAL HISTORY EXP: Column (A) - Total = $4278; Column (B) - Program Services = $4278; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e ARCHIVAL EXPENSE: Column (A) - Total = $5177; Column (B) - Program Services = $5177; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e BANK CHARGES: Column (A) - Total = $1537; Column (B) - Program Services = $0; Column (C) - Management & General = $1537; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e CREDIT CARD FEES: Column (A) - Total = $6845; Column (B) - Program Services = $0; Column (C) - Management & General = $6845; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e DUES AND SUBSCRIPTIONS: Column (A) - Total = $823; Column (B) - Program Services = $823; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e DUES SOLICITATION EXPENSE: Column (A) - Total = $932; Column (B) - Program Services = $932; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e EDUCATIONAL PROGRAMMING: Column (A) - Total = $3453; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $3453 Form 990, Part IX, Line 24e FIXTURES/IMPROVEMENTS: Column (A) - Total = $60; Column (B) - Program Services = $60; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e GRANT EXPENSE: Column (A) - Total = $132; Column (B) - Program Services = $132; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e HISTORICAL SURVEY: Column (A) - Total = $2976; Column (B) - Program Services = $2976; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e MISC: Column (A) - Total = $1549; Column (B) - Program Services = $1549; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e STORAGE: Column (A) - Total = $3096; Column (B) - Program Services = $3096; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e TAXES/LICENSES: Column (A) - Total = $114; Column (B) - Program Services = $114; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e TELEPHONE & DSL: Column (A) - Total = $9986; Column (B) - Program Services = $9986; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e WEBSITE: Column (A) - Total = $5593; Column (B) - Program Services = $5593; Column (C) - Management & General = $0; Column (D) - Fundraising = $0