CITY OF SAN DIEGO RETIRED EMPLOYEE… - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

MIKE BRESNAHAN

Phone

8887304935

Tax Period

2025-01-01 to 2025-12-31

CITY OF SAN DIEGO RETIRED EMPLOYEES ASSOCIATION INC, founded in 1985, is a micro nonprofit that reported $70K in total revenue in fiscal year 2025. The organization ran a surplus of $15K, a strong 21% operating margin.

Mission

SCHEDULE O

Program Service Accomplishments

Program 1

Expenses: $55,133 Revenue: $70,144

SEE STATEMENT O

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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 $64,449

Program Service Revenue $5,694

Investment Income $1

Other Revenue $0

TOTAL REVENUE $70,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,133

Other Expenses $55,133

TOTAL EXPENSES $55,133

Year-over-Year Comparison

	2025	2024	Change
Revenue	$70,144	$68,511	+0.0%
Expenses	$55,133	$39,003	+0.4%
Net Income	$15,011	$29,508	-0.5%

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

N/A

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
MIKE BRESNAHAN	CEO	2	Officer	$0	$0	$0
BRAD JACOBSEN	SECRETARY	1	Officer	$0	$0	$0
ELIZABETH CRISAFI	TREASURER	1	Officer	$0	$0	$0
CLAY BINGHAM	VICE PRESIDENT	2	Officer	$0	$0	$0
STACEY LOMEDICO	DIRECTOR	N/A	Director	$0	$0	$0
SHIRLEY HALL	DIRECTOR	N/A	Director	$0	$0	$0
JOAN MCNAMARA	DIRECTOR	N/A	Director	$0	$0	$0
JOAN HERNANDEZ	DIRECTOR	N/A	Director	$0	$0	$0
GREGORY WOODS	DIRECTOR	N/A	Director	$0	$0	$0
ESTELLA MONTOYA	DIRECTOR	N/A	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
2025	$70,144	$55,133	$594,036	$15,011
2024	No data	No data	No data	No data

CITY OF SAN DIEGO RETIRED EMPLOYEES ASSOCIATION INC