PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM (EIN 133060718) - 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

1979

Legal Domicile

Principal Officer

WAYNE SPENCE

Phone

5187851900

Tax Period

2024-06-01 to 2025-05-31

PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM, founded in 1979, is a mid-sized nonprofit that reported $29.8M in total revenue in fiscal year 2024. Expenses of $28.7M left a modest 4% surplus.

Mission

TO PROVIDE CERTAIN WELFARE BENEFITS TO MEMBERS.

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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 $0

Program Service Revenue $27,427,599

Investment Income $2,339,829

Other Revenue $43,854

TOTAL REVENUE $29,811,282

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,481,424

Fundraising Expenses $0

Other Expenses $1,770,413

TOTAL EXPENSES $28,711,220

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,811,282	$28,170,854	+0.1%
Expenses	$28,711,220	$28,514,484	+0.0%
Net Income	$1,100,062	$-343,630	-4.2%

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

$220,270

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WAYNE SPENCE	TRUSTEE	1.00	Director	$0	$22,321	$142,199
JOSEPH DONAHUE	TRUSTEE	1.00	Director	$0	$11,646	$78,071
DAVID DUBOFSKY	TRUSTEE	1.00	Director	$0	$0	$0
MAUREEN KOZAKIEWICZ	TRUSTEE	1.00	Director	$0	$0	$0
BERNADETTE O'CONNER	TRUSTEE	1.00	Director	$0	$0	$0
JEANETTE SANTOS	TRUSTEE - PAST	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	$29,811,282	$28,711,220	$28,988,403	$1,100,062
2024	$28,170,854	$28,514,484	$26,892,975	$-343,630
2023	$26,327,028	$27,087,265	$24,985,841	$-760,237
2022	$27,827,545	$26,676,766	$25,284,552	$1,150,779
2021	$26,924,559	$25,658,320	$27,190,754	$1,266,239
2020	$25,497,409	$26,370,135	$23,959,478	$-872,726
2019	$25,946,486	$26,175,176	$23,806,032	$-228,690
2018	$25,749,911	$25,921,991	$24,404,798	$-172,080

PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM