PUBLIC EMPLOYEES FEDERATION PUBLIC EMPLOYEES BENEFITS FUND (EIN 237357996) - 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

1980

Legal Domicile

Principal Officer

WAYNE SPENCE

Phone

5187851900

Tax Period

2024-04-01 to 2025-03-31

PUBLIC EMPLOYEES FEDERATION PUBLIC EMPLOYEES BENEFITS FUND, founded in 1980, is a micro nonprofit that reported $1K in total revenue in fiscal year 2024. Revenue surged 1067% from the prior year, signaling strong growth momentum. Expenses of $3K exceeded revenue, resulting in a 179% operating deficit.

Mission

TO PROVIDE CERTAIN HEALTH BENEFITS.

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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 $0

Investment Income $1,202

Other Revenue $0

TOTAL REVENUE $1,202

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,348

TOTAL EXPENSES $3,348

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,202	$103	+10.7%
Expenses	$3,348	$3,363	0.0%
Net Income	$-2,146	$-3,260	-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

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

$338,678

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WAYNE SPENCE	TRUSTEE	1.00	Director	$0	$22,321	$142,199
JOSEPH DONAHUE	TRUSTEE	1.00	Director	$0	$11,646	$78,071
RANDI DIANTONIO	TRUSTEE	1.00	Director	$0	$6,869	$48,490
DARLENE WILLIAMS	TRUSTEE - PAST	1.00	Director	$0	$9,725	$69,918

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	$1,202	$3,348	$65,026	$-2,146
2024	$103	$3,363	$66,172	$-3,260
2023	$66	$3,553	$72,809	$-3,487
2022	$95	$40,085	$75,058	$-39,990
2021	$26,255	$157,633	$113,444	$-131,378
2020	$7,059	$159,752	$251,074	$-152,693
2019	$7,238	$146,334	$398,145	$-139,096
2018	$3,360	$10,078	$534,547	$-6,718

PUBLIC EMPLOYEES FEDERATION PUBLIC EMPLOYEES BENEFITS FUND