OXNARD PEACE OFFICERS ASSN RETIREE MED TRUST (EIN 206303493) - 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

2004

Legal Domicile

Principal Officer

CAREY EVERHART

Phone

8334684659

Tax Period

2024-07-01 to 2025-06-30

OXNARD PEACE OFFICERS ASSN RETIREE MED TRUST, founded in 2004, is a community nonprofit in the Mutual Benefit sector that reported $4.1M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 55% operating margin.

Mission

THE TRUST PROVIDES FOR REIMBURSEMENTS TO RETIRED BENEFICIARIES OF HEALTH INSURANCE PREMIUMS PAID BY THE BENEFICIARY.

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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 $1,927,054

Investment Income $2,205,248

Other Revenue $0

TOTAL REVENUE $4,132,302

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $241,216

TOTAL EXPENSES $1,876,556

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,132,302	$2,967,043	+0.4%
Expenses	$1,876,556	$1,673,965	+0.1%
Net Income	$2,255,746	$1,293,078	+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

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
ANDREW PINKSTAFF	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MICHAEL THOMAS	SECRETARY (THRU 09/24)	1.00	Officer Director	$0	$0	$0
CAREY EVERHART	SECRETARY (AS OF 09/24)	1.00	Officer Director	$0	$0	$0
MIKE BLANCHARD	TRUSTEE (THRU 09/24)	1.00	Director	$0	$0	$0
JONATHAN MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
JIM SEITZ	TRUSTEE	1.00	Director	$0	$0	$0
ALEX SMITH	TRUSTEE (AS OF 09/24)	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	$4,132,302	$1,876,556	$45,191,033	$2,255,746
2024	$2,967,043	$1,673,965	$40,657,077	$1,293,078
2023	$3,027,977	$1,409,641	$34,806,972	$1,618,336
2022	$3,991,039	$1,055,840	$31,192,550	$2,935,199
2021	$5,817,380	$1,001,947	$34,245,351	$4,815,433
2020	$2,484,044	$878,413	$26,736,040	$1,605,631
2019	$2,109,291	$815,747	$24,682,022	$1,293,544
2018	$3,371,928	$744,000	$22,193,992	$2,627,928

OXNARD PEACE OFFICERS ASSN RETIREE MED TRUST