Civic Intelligence

El Paso De Robles Area Historical Society

EIN 77-0101131 • 501(c)3 • Paso Robles, CA

Pub. 78 Eligible990-N Coverage

Profile

Collect and preserve historical properties, objects, 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 goals of the corporation.

PO Box 2875Paso Robles, CA 93447

www.pasorobleshistorymuseum.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

12th percentile

-63%

Higher net margin than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

32nd percentile

-20%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$84,918

Down $20,856 (-20%) from 2024

Liabilities

Down

$435

Down $57 (-12%) from 2024

Net Assets

Down

$84,483

Down $20,799 (-20%) from 2024

Operations
Liabilities / Revenue71st percentileNet Margin12th percentile

Revenue

Down

$32,890

Down $20,460 (-38%) from 2024

Expenses

Down

$53,689

Down $94 (-0.2%) from 2024

Net Income

Down

-$20,799

Down $20,366 (-4703%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $37,493Liabilities 2010: $02010Assets 2023: $106,224Liabilities 2023: $509Net Assets 2023: $105,7152023Assets 2024: $105,774Liabilities 2024: $492Net Assets 2024: $105,2822024Assets 2025: $84,918Liabilities 2025: $435Net Assets 2025: $84,4832025

Highlighted filing

2025

Assets$84,918
Liabilities$435
Net Assets$84,483
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $24,800Expenses 2010: $25,793Net Income 2010: -$9932010Revenue 2023: $71,154Expenses 2023: $51,159Net Income 2023: $19,9952023Revenue 2024: $53,350Expenses 2024: $53,783Net Income 2024: -$4332024Revenue 2025: $32,890Expenses 2025: $53,689Net Income 2025: -$20,7992025

Highlighted filing

2025

Revenue$32,890
Expenses$53,689
Net Income-$20,799
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,918
Liabilities
$435
Net assets
$84,483
Revenue
$32,890
Expenses
$53,689
Net income
-$20,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.84$0.33$0.54$0.21
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.05$0.53$0.54$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.06$0.71$0.51$0.20
2010Summary only. Only limited summary data is available for this year.$0.37$0.00$0.25$0.26$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$32,890
Mission and Program Overview

Mission

Collect and preserve historical properties, objects, 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 goals of the corporation.

Program Services

DescriptionGrantsExpenses
TO COLLECT AND PRESERVE HISTORIC PROPERTIES, OBJECTS, AND PAPERS OF HISTORIC INTEREST. CARRY OUT EXHIBITIONS AND EDUCATIONAL OPPORTUNITIES FOR THE PUBLIC, CONDUCT FUND RAISING ACTIVITIES TO SUPPORT GOALS OF ORGANIZATION.-$53,689
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIK HORMANNPresident-$0--
GRACE PUCCIVice President-$0--
SUSANNE ANSHENSecretary-$0--
CINDY SMITHTreasurer-$0--
NORMA MOYEDirector-$0--
KORY BURKEDirector-$0--
JAN CANNONDirector-$0--
JEFFREY HEVERTDirector-$0--
KATHRYN MCABEEDirector-$0--
KAREN RUSSELDirector-$0--
MARIE SUTTERDirector-$0--
PHIL SUTTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
El Paso De Robles Area Historical
EIN
77-0101131
Phone
8057126361
Address
PO BOX 2875, PASO ROBLES, CA 93447

Signing Officer

Name
Grace Pucci
Title
Vice President
Signed
2025-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Versant Advisors Inc
Address
755 SANTA ROSA ST STE 200, SAN LUIS OBISPO, CA 93401
Preparer
Pamela Fitzpatrick CPA
Phone
8057810688
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $6383”

Other Expenses.1003

“Information Technology $1772”

Other Expenses.1012

“Insurance $2073”

Other Expenses.1

“UTILITIES $10696”

Other Expenses.2

“Supplies $8773”

Other Expenses.3

“Repairs & Maintenance $5678”

Other Expenses.4

“CLEANING $2925”

Other Expenses.5

“DISPLAY $2649”

Other Expenses.7

“ALARM & SECURITY $2320”

Other Expenses.8

“EVENT EXPENSE $975”

Other Expenses.9

“Volunteer appreciation $82”

Other Assets.1005

“Accounts Receivable - Beginning $1000 Accounts Receivable - Ending $1000”

Other Assets.1

“PREPAYMENTS - Beginning $0 PREPAYMENTS - Ending $28”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $492 Accounts Payable and Accrued Expenses - Ending $435”

Raw XML Appendix211 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053689
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $6383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2073
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ALARM & SECURITY $2320
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10VOLUNTEER APPRECIATION $82
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRACE PUCCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EL PASO DE ROBLES AREA HISTORICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0ELPA
ReturnHeader/Filer/EIN0770101131
ReturnHeader/Filer/PhoneNum08057126361
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ReturnHeader/Filer/USAddress/CityNm0PASO ROBLES
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ReturnHeader/Filer/USAddress/ZIPCd093447
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933965222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VERSANT ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0755 SANTA ROSA ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08057810688
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA FITZPATRICK CPA
ReturnHeader/ReturnTs02025-10-01T11:13:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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