PASO ROBLES PIONEER DAY COMMITTEE

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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

1948

Legal Domicile

Principal Officer

LORI WOODS

Phone

8054598166

Tax Period

2023-07-01 to 2024-06-30

PASO ROBLES PIONEER DAY COMMITTEE, founded in 1948, is a small nonprofit in the Arts, Culture & Humanities sector that reported $806K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $153K, a strong 19% operating margin.

Mission

PRESERVING THE HERITAGE OF THE PASO ROBLES AREA AND ITS PIONEER CULTURE

Program Service Accomplishments

Program 1

Expenses: $607,518 Revenue: $630,319

PUBLIC AWARENESS OF THE HERITAGE OF PIONEER CULTURE AND EXHIBITION OF HISTORICAL EQUIPMENT AT VARIOUS VENUES AND EVENTS, INCLUDING HOSTING THE ANNUAL PASO ROBLES PIONEER DAY PARADE AND CO-HOSTING THE...

Program 2

Expenses: $9,255

RESTORATION, MAINTENANCE AND PRESERVATION OF HISTORICAL EQUIPMENT AND MEMORABILIA FROM THE PIONEER ERA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $153,015

Program Service Revenue $628,874

Investment Income $436

Other Revenue $23,230

TOTAL REVENUE $805,555

Expense Breakdown

Grants Paid $6,940

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $616,773

Other Expenses $645,989

TOTAL EXPENSES $652,929

Year-over-Year Comparison

	2023	2022	Change
Revenue	$805,555	$1,142,091	-0.3%
Expenses	$652,929	$664,708	0.0%
Net Income	$152,626	$477,383	-0.7%

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

175

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
LORI WOODS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
SARAH KRAMER	VICE-CHAIRMAN	2.00	Officer Director	$0	$0	$0
MARGARET WICKS	CHAIRMAN - IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
JILL SMITH	CORRESPONDENCE SECRETARY	2.00	Officer Director	$0	$0	$0
SHAN MCCORNACK	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
FRAN TOGNAZZINI	TREASURER	2.00	Officer Director	$0	$0	$0
KARLI TWISSELMAN	PUBLICITY DIRECTOR	2.00	Officer Director	$0	$0	$0
ROBBY BONESO	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
ANDY BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY BRUSH	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN BRUSH	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE HANSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLI JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK PERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT RENEAU	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN RODEN	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMI SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
LES STEMPER	BOARD MEMBER	1.00	Director	$0	$0	$0
WADE TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
ZACH TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
TARA TEDESCHI	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE VANDERGON	BOARD MEMBER	1.00	Director	$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
2025	No data	No data	No data	No data
2024	$805,555	$652,929	$2,340,981	$152,626
2023	$1,142,091	$664,708	$2,188,207	$477,383
2022	$271,688	$618,831	$1,717,784	$-347,143
2021	$131,532	$58,298	$2,057,967	$73,234
2020	$307,973	$162,881	$1,984,733	$145,092
2019	$496,338	$442,694	$1,839,641	$53,644
2018	$531,979	$432,766	$1,785,997	$99,213