El Paso De Robles Area Historical Society

Nonprofit profile at a glance

EIN
770101131
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025, Form 990-N 2021
Location
Paso Robles, CA, USA
Rating
87
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$57,677
Expenses
$45,767
Assets
$96,641
Liabilities
$248

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • ERIK HORMANN (PRESIDENT)
  • GRACE PUCCI (VICE PRESIDENT)

People named in this filing

  • ERIK HORMANN (PRESIDENT)
  • GRACE PUCCI (VICE PRESIDENT)
  • SUSANNE ASHEN (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Collect and preserve historical properties objects maps and papers of historic interest related to the paso robles area and its citizens. To plan and carry out exhibitions workshops tours public meetings and other forums related to the instruction of the public in local history. To conduct fund raising activities for the purpose of meeting the gols of the corporation.

What it reported doing in 2025

Display and presentation of documents objects maps photographs to the public. Provide research as requested by the public into paso robles history. Host guest speakers who discuss paso robles history.

Operating model

Revenue model
Donor-supported. 79% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 100
  • Sustainability: 64
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.1%; rating input score 80
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 20.6%; rating input score 73; 73rd percentile among comparable filings
  • Total-asset coverage ratio: 2.11; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 29; 29th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -3.2% per year; rating input score 0; 39th percentile among comparable filings
  • Revenue growth: -11.3% per year; rating input score 0; 23rd percentile among comparable filings
  • Asset growth: -5% per year; rating input score 0; 24th percentile among comparable filings

Details

  • Where the money goes: 80.1% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $46K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 29/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.