RETIRED EMPLOYEES ASSOCIATION OF ORANGE COUNTY (EIN 237082260) - 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

1971

Legal Domicile

Phone

7148403995

Tax Period

2025-01-01 to 2025-12-31

RETIRED EMPLOYEES ASSOCIATION OF ORANGE COUNTY, founded in 1971, is a small nonprofit that reported $266K in total revenue in fiscal year 2025. Expenses of $247K left a modest 7% surplus.

Mission

TO PROMOTE AND MAINTAIN FELLOWSHIP AND CAMARADERIE OF RETIRED MEMBERS AND THEIR SPOUSES BY SPONSORING SOCIAL AND RECREATIONAL EVENTS AND ACTIVITIES. ISSUANCE OF NEWSLETTERS AND TO TRACK AND DISSEMINATE INFORMATION ON ISSUES IMPACTING RETIREES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $259,455

Program Service Revenue $0

Investment Income $6,964

Other Revenue $0

TOTAL REVENUE $266,419

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,869

Fundraising Expenses $0

Program Expenses $199,648

Other Expenses $156,648

TOTAL EXPENSES $246,517

Year-over-Year Comparison

	2025	2024	Change
Revenue	$266,419	$266,105	+0.0%
Expenses	$246,517	$294,799	-0.2%
Net Income	$19,902	$-28,694	-1.7%

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

N/A

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
ROSEMARY FLORES	Director	2.00	Director	$0	$0	$0
SARA RUCKLE HARMS	Director	2.00	Director	$0	$0	$0
BLANCA RAMOS	Director	2.00	Director	$0	$0	$0
STEPHEN SCHRIEBER-SMITH	Director	2.00	Director	$0	$0	$0
LARRY LEAMAN	Director	2.00	Director	$0	$0	$0
SHARON TABATA	Treasurer	2.00	Officer	$0	$0	$0
ROGER HILTON	President	2.00	Officer	$0	$0	$0
DOT RONAN	Vice President	2.00	Officer	$0	$0	$0
CAROL WISEMAN	Secretary	2.00	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
2025	$266,419	$246,517	$575,897	$19,902
2024	$266,105	$294,799	$557,995	$-28,694
2023	$260,699	$201,656	$591,334	$59,043
2022	$256,838	$279,211	$532,291	$-22,373
2021	$231,437	$224,536	$554,664	$6,901
2020	$232,180	$230,274	$547,763	$1,906
2019	$237,235	$176,484	$545,857	$60,751

RETIRED EMPLOYEES ASSOCIATION OF ORANGE COUNTY