PASO ROBLES PIONEER DAY COMMITTEE

EIN: 956097022 501(c)(3) Arts, Culture & Humanities

PASO ROBLES, CA

Total Revenue
$805,555
Total Expenses
$652,929
Total Assets
$2,340,981
Net Assets
$2,340,833
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1948
Legal Domicile
CA
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

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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%)

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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

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Governance

Voting Members
22
Independent Members
22
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
8
$0
Total Directors
22
$0
Key Employees
0
$0
Highest Compensated
0
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
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