PUBLIC EMPLOYEE RETIREES INC (EIN 310814197) - 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

Principal Officer

RICHARD ROSS

Tax Period

2023-01-01 to 2023-12-31

PUBLIC EMPLOYEE RETIREES INC, founded in 1970, is a small nonprofit that reported $500K in total revenue in fiscal year 2023. Net assets of $2.3M represent 55 months of operating reserves.

Mission

TO PROTECT AND PRESERVE OPERS PENSION AND BENEFITS PROGRAMS AND ADVOCATE FOR CHANGES THAT ARE IN THE BEST INTEREST OF PERI MEMBERS, WHILE PROVIDING VALUE THROUGH COMMUNICATIONS AND EDUCATION OF THE MEMBERSHIP THROUGH OUR DISTRICTS, LOCAL CHAPTERS, AND EXTERNAL PARTNERSHIPS.

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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 $453,970

Program Service Revenue $0

Investment Income $45,619

Other Revenue $0

TOTAL REVENUE $499,589

Expense Breakdown

Grants Paid $0

Salaries & Benefits $174,541

Fundraising Expenses $0

Program Expenses $507,960

Other Expenses $333,419

TOTAL EXPENSES $507,960

Year-over-Year Comparison

	2023	2022	Change
Revenue	$499,589	$487,620	+0.0%
Expenses	$507,960	$455,686	+0.1%
Net Income	$-8,371	$31,934	-1.3%

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

500

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

$19,016

Total Directors

$2,175

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEZLIE GARCIA	EXECUTIVE DIRECTOR	40.00	Highest	$74,000	$0	$74,000
RICHARD ROSS	BOARD CHAIR	10.00	Officer	$16,816	$0	$16,816
DOUG SMITH	DISTRICT 3 REPRESENTATIVE	10.00	Director	$1,200	$0	$1,200
RICK LAWERENCE	2ND VICE CHAIR	10.00	Officer	$1,125	$0	$1,125
CONNIE DAILEY	3RD VICE CHAIR	10.00	Officer	$1,075	$0	$1,075
BONNIE MITCHELL	DISTRICT 6 REPRESENTATIVE	10.00	Director	$975	$0	$975

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	$499,589	$507,960	$2,306,103	$-8,371
2022	$487,630	$455,686	$2,309,309	$31,944
2021	$607,595	$566,099	$2,277,365	$41,496
2020	$598,193	$627,668	$2,242,934	$-29,475
2019	$936,904	$761,817	$2,271,568	$175,087
2018	$758,081	$785,333	$2,342,801	$-27,252

PUBLIC EMPLOYEE RETIREES INC