Retired Employees of San Diego Co (EIN 237049402) - 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

1970

Legal Domicile

Phone

6196889229

Tax Period

2024-01-01 to 2024-12-31

Retired Employees of San Diego Co, founded in 1970, is a small nonprofit that reported $539K in total revenue in fiscal year 2024. Expenses of $461K left a modest 15% surplus.

Mission

Founded in 1961, RESDC is dedicated to advocating for retiree interests and providing pertinent information, social opportunities, and services for its 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 $478,394

Program Service Revenue $10,010

Investment Income $50,494

Other Revenue $252

TOTAL REVENUE $539,150

Expense Breakdown

Grants Paid $13,000

Salaries & Benefits $240,492

Fundraising Expenses $257

Program Expenses $391,611

Other Expenses $207,296

TOTAL EXPENSES $460,788

Year-over-Year Comparison

	2024	2023	Change
Revenue	$539,150	$518,306	+0.0%
Expenses	$460,788	$459,919	+0.0%
Net Income	$78,362	$58,387	+0.3%

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

Key Employees

$74,921

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Fisher	Executive Director	40.00	Key Emp	$74,921	$0	$74,921
Mark Nanzer	Executive Director	0.00		$22,671	$681	$23,352
Francine Howell	Director	3.00	Director	$0	$0	$0
Chuck Brown	Director	3.00	Director	$0	$0	$0
Merrill Roach	Director	3.00	Director	$0	$0	$0
Bruce Silva	Director	2.00	Director	$0	$0	$0
John McTighe	Director	3.00	Director	$0	$0	$0
Maria Rubio-Lopez	Director	2.00	Director	$0	$0	$0
Stephanie Saracco-Reed	Director	2.00	Director	$0	$0	$0
Chris Heiserman	Pres	4.00	Officer Director	$0	$0	$0
Carlos Gonzalez	Treasurer	6.00	Officer Director	$0	$0	$0
Leila Attar	Secretary	2.00	Officer Director	$0	$0	$0
Janel Pehau	2nd VP	2.00	Officer Director	$0	$0	$0
Dolores Diaz	1st VP	3.00	Officer 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
2024	$539,150	$460,788	$1,229,040	$78,362
2023	$518,306	$459,919	$1,158,773	$58,387
2022	$392,152	$358,528	$1,075,178	$33,624
2021	$393,227	$318,352	$1,079,743	$74,875
2020	$402,214	$317,651	$1,008,249	$84,563
2019	$419,244	$371,175	$922,615	$48,069
2018	$411,856	$365,086	$874,775	$46,770

Retired Employees of San Diego Co