Penasco Valley Historical Preservation Society

Nonprofit profile at a glance

EIN
871266382
IRS 990 coverage
2024–2025
Forms available
Form 990 2025, Form 990-EZ 2023
Location
Penasco, NM, USA
Phone
5056810275
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
History Museums

Reported finances

Revenue
$333,845
Expenses
$178,128
Assets
$628,521
Liabilities
$871

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

Leadership & pay

5 people listed

Executive titles in this filing

  • ALFRED T ROMERO (PRESIDENT)

People named in this filing

  • ALFRED T ROMERO (PRESIDENT)
  • KAORI LOPEZ (VICE-PRESIDE)
  • ESTEBAN LOPEZ (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. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To restore and preserve the st. Anthony parochial school, formerly the penasco high school, in penasco, nm because of its historical significance to the penasco valley.

What it reported doing in 2025

Community engagement in 2025, the pvhps continued to keep community engagement at the heart of its core beliefs by fostering strong partnerships. Through collaborative events, service-learning opportunities, and open communication, the pvhps actively encouraged all stakeholders to contribute to a shared vision of growth and support. By continuing to prioritize meaningful relationships and a culture of inclusivity, the pvhps ensured that community engagement remained a vibrant and essential part of its identity. Here are examples of community engagement from 2025. Youth civic infrastructure fund program: fifteen high school students were hired as nonprofit interns, working under the mentorship of a pvphs board member and the executive director. Annual community yard sale: approximately 100 households participated in this event, which was open to all members and visitors of the peasco valley communities. Weekly growers market: held throughout july and august, the market featured more than a dozen community vendors each week and welcomed all peasco valley community members and visitors. Additional annual events: the veterans recognition event and the holiday light parade also drew participation from community members and visitors across the peasco valley.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 99% 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 44
  • Transparency & Controls: 92
  • Accountability: 70
  • Sustainability: 77
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 32.6%; rating input score 33
  • Program expense ratio: 60.7%; rating input score 61
  • Fundraising efficiency: $16.49 raised per $1 spent on fundraising; rating input score 50; 50th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 46.6%; rating input score 89; 89th percentile among comparable filings
  • Total-asset coverage ratio: 3.53; rating input score 72; 72nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 49; 49th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: 69.6% per year; rating input score 100; 97th percentile among comparable filings
  • Revenue growth: 38.9% per year; rating input score 100; 95th percentile among comparable filings
  • Asset growth: 43.7% per year; rating input score 100; 94th percentile among comparable filings

Details

  • Where the money goes: 32.6% of revenue deployed · 60.7% of spending went to programs
  • Governance: 5 of 5 board members independent · 2 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $108K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 28 of 28 current checks pass
  • Schedules: 6 filed schedules · includes major donors
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 33/100.
  • High — Accountability: Governance controls: 4 of 6 not reported.
  • Review — Financial Efficiency: Fundraising efficiency scored 50/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 49/100.