RETIRED EMPLOYEES OF KERN COUNTY

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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

Legal Domicile

Principal Officer

ROBB SEIBLY

Phone

6618715270

Tax Period

2023-01-01 to 2023-12-31

RETIRED EMPLOYEES OF KERN COUNTY is a small nonprofit that reported $147K in total revenue in fiscal year 2023. Expenses of $140K left a modest 5% surplus.

Mission

RETIREE SOCIAL AND EDUCATIONAL ORGANIZATION

Program Service Accomplishments

Program 1

Expenses: $44,884

MONTHLY LUNCHEONS AND EDUCATIONAL PRESENTATIONS ALLOW MEMBERS TO LEARN AND DISCUSS MATTERS THAT AFFECT RETIRED COUNTY EMPLOYEES.

Program 2

Expenses: $26,163

SCHOLARSHIP FUND EXPENSES

Program 3

Expenses: $23,887

PUBLICATIONS, NEWSLETTER, AND CORRESPONDENCE WITH 3200+ 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $139,154

Investment Income $2,354

Other Revenue $5,375

TOTAL REVENUE $146,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $124,470

Other Expenses $140,210

TOTAL EXPENSES $140,210

Year-over-Year Comparison

	2023	2022	Change
Revenue	$146,883	$150,852	0.0%
Expenses	$140,210	$124,777	+0.1%
Net Income	$6,673	$26,075	-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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINGER MELLO	Secretary	8.00	Director	$0	$0	$0
SHARON LANGHAM	Vice President	5.00	Director	$0	$0	$0
EDWARD OCHOA	Director	5.00	Director	$0	$0	$0
BARBARA GOODLOW	Vice President	5.00	Director	$0	$0	$0
BRENDA PRESTON	Director	2.00	Director	$0	$0	$0
PHIL FRANEY	Director	5.00	Director	$0	$0	$0
TONY RIZOS	Director	4.00	Director	$0	$0	$0
JEANNE BERKSHIRE	PAST PRESIDENT	5.00	Director	$0	$0	$0
ROBERT SEIBLY	President	5.00	Director	$0	$0	$0
NANCY WARNICK	Director	2.00	Director	$0	$0	$0
MARY LOU BENNETT	Treasurer	15.00	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
2024	No data	No data	No data	No data
2023	$146,883	$140,210	$596,037	$6,673
2022	$150,852	$124,777	$589,364	$26,075
2021	$144,220	$96,643	$619,424	$47,577
2020	$144,347	$85,220	$571,847	$59,127
2019	$158,879	$105,160	$512,720	$53,719