EL PASO DE ROBLES AREA PIONEER MUSEUM (EIN 237322943) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

MELODY MULLIS

Phone

8052394556

Tax Period

2024-01-01 to 2024-12-31

EL PASO DE ROBLES AREA PIONEER MUSEUM, founded in 1971, is a micro nonprofit that reported $73K in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $63K left a modest 14% surplus.

Mission

COLLECTION, PRESERVATION AND INTERPRETATION OF ARTIFACTS, IMAGES AND WRITTEN HISTORY OF PASO ROBLES, CALIFORNIA AND THE SURROUNDING AREA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $44,632

Program Service Revenue $4,475

Investment Income $18,408

Other Revenue $5,309

TOTAL REVENUE $72,824

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,220

Other Expenses $62,641

TOTAL EXPENSES $62,641

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,824	$43,127	+0.7%
Expenses	$62,641	$62,091	+0.0%
Net Income	$10,183	$-18,964	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON KNOEPPEL	SECRETARY	N/A	Officer	$0	$0	$0
KATHY MCNAMARA	TREASURER	N/A	Officer	$0	$0	$0
MELODY MULLIS	PRESIDENT	N/A	Officer	$0	$0	$0
BONNIE NELSON	SECRETARY	N/A	Officer	$0	$0	$0
PAULETTE PAHLER	VICE PRESIDE	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$72,824	$62,641	$1,252,532	$10,183
2023	$43,127	$62,091	$1,152,157	$-18,964
2022	$197,203	$119,324	$1,109,531	$77,879
2021	$20,790	$40,870	$1,031,652	$-20,080
2020	$543,016	$47,101	$1,051,732	$495,915

EL PASO DE ROBLES AREA PIONEER MUSEUM