RETIREE SUPPORT GROUP OF CONTRA COSTA COUNTY (EIN 262159432) - 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

2008

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

RETIREE SUPPORT GROUP OF CONTRA COSTA COUNTY, founded in 2008, is a micro nonprofit in the Employment sector that reported $64K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 82% operating margin.

Mission

Our mission is to inform and educate Contra Costa public service retirees, their spouses and domestic partners, and their survivors on issues affecting their earned and promised retirement rights and benefits, and to protect those rights and benefits. We have advised numerous persons about their retirement rights, particularly with regard to health benefit options. We also are working to expand those options.

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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 $76

Program Service Revenue $31,358

Investment Income $32,273

Other Revenue $0

TOTAL REVENUE $63,707

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,836

Other Expenses $11,557

TOTAL EXPENSES $11,557

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,707	$48,931	+0.3%
Expenses	$11,557	$10,845	+0.1%
Net Income	$52,150	$38,086	+0.4%

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
CHRISTINE SEVIER	Secretary	2.00	Officer	$0	$0	$0
JACK FUNK	Chairperson	5.00	Officer	$0	$0	$0
LEONA HARTMANN	Treasurer	1.00	Officer	$0	$0	$0
MELANIE SETON SMITH	Director	1.00	Officer	$0	$0	$0
MIKE GEORGE	Vice Chair	1.00	Officer	$0	$0	$0
FRAN CARLSON	Director	1.00	Officer	$0	$0	$0
LOUIE KROLL	Director	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
2024	$63,707	$11,557	$749,384	$52,150
2023	$48,931	$10,845	$697,234	$38,086
2022	$35,287	$8,938	$659,148	$26,349
2021	$36,188	$8,984	$632,799	$27,204
2020	$43,392	$6,950	$605,595	$36,442
2019	$63,730	$10,450	$569,153	$53,280
2018	$167,636	$17,866	$515,873	$149,770

RETIREE SUPPORT GROUP OF CONTRA COSTA COUNTY