RETIRED PUBLIC EMPLOYEES ASSOCIATI… - Form 990 Financial Data

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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

1969

Legal Domicile

Principal Officer

DIANA HINCHCLIFF

Phone

5188692542

Tax Period

2023-10-01 to 2024-09-30

RETIRED PUBLIC EMPLOYEES ASSOCIATIONINC, founded in 1969, is a small nonprofit in the Mutual Benefit sector that reported $562K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $632K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE MISSION OF THE ASSOCIATION IS TO PROTECT, PROMOTE, DEVELOP AND IMPROVE THE PENSIONS AND RELATED INCOME, HEALTH BENEFITS AND QUALITY OF LIFE FOR ALL PRESENT AND FUTURE PUBLIC RETIREES.

Program Service Accomplishments

Program 1

THE ASSOCIATION IS ENGAGED IN THE PROTECTION OF BENEFITS FOR RETIRED PUBLIC EMPLOYEES.

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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 $468,282

Program Service Revenue $0

Investment Income $79,205

Other Revenue $14,514

TOTAL REVENUE $562,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $234,090

Fundraising Expenses $0

Other Expenses $358,517

TOTAL EXPENSES $631,947

Year-over-Year Comparison

	2023	2022	Change
Revenue	$562,001	$594,600	-0.1%
Expenses	$631,947	$578,203	+0.1%
Net Income	$-69,946	$16,397	-5.3%

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

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

$191,086

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN DORN	INTERIM EXECUTIVE DIRECTOR	5.00	Director	$30,008	$30,008	$60,016
JOHN CROTTY	TRUSTEE	5.00	Director	$0	$0	$0
DARRILYN SCHEICH-AUSIELLO	TRUSTEE	5.00	Director	$0	$0	$0
JEANNE MAJORS	TRUSTEE	0.00	Director	$0	$0	$0
JODY FOX	TRUSTEE	5.00	Director	$0	$0	$0
EDWARD BROWN	TREASURER	5.00	Officer Director	$0	$0	$0
TINA FAHRINGER	TRUSTEE	5.00	Director	$0	$0	$0
CHRISTINE WILLIAMS	TRUSTEE	5.00	Director	$0	$0	$0
JAMES RULISON	TRUSTEE	5.00	Director	$0	$0	$0
EDWARD FARRELL	EXECUTIVE DIRECTOR	40.00	Director	$65,535	$65,535	$131,070
ROANN DESTITO	TRUSTEE	5.00	Director	$0	$0	$0
ROBERT REYNOLDS	TRUSTEE	5.00	Director	$0	$0	$0
TIM ELLIOTT	TRUSTEE	5.00	Director	$0	$0	$0
MARCIA SCHUMANN	TRUSTEE	5.00	Director	$0	$0	$0
WILLIAM BARRETT	ASSISTANT TREASURER	5.00	Officer	$0	$0	$0
MARY FRYE	EXECUTIVE VICE PRESIDENT	5.00	Officer	$0	$0	$0
DIANA HINCHCLIFF	PRESIDENT	5.00	Officer	$0	$0	$0
PATRICIA WALSH	SECRETARY	5.00	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	$562,001	$631,947	$1,583,861	$-69,946
2023	$594,676	$589,669	$1,500,676	$5,007
2022	$585,633	$695,395	$1,349,646	$-109,762
2021	$791,470	$651,849	$1,624,171	$139,621
2020	$664,183	$702,876	$1,399,203	$-38,693
2019	$681,173	$808,518	$1,489,439	$-127,345
2018	$667,589	$728,897	$1,583,621	$-61,308

RETIRED PUBLIC EMPLOYEES ASSOCIATIONINC