SANTA ANA POLICE OFFICERS ASSOCIATION BENEFIT TRUST (EIN 336163055) - 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

1992

Legal Domicile

Principal Officer

JOHN KACHIRISKY

Phone

7148361211

Tax Period

2023-01-01 to 2023-12-31

SANTA ANA POLICE OFFICERS ASSOCIATION BENEFIT TRUST, founded in 1992, is a mid-sized nonprofit that reported $13.8M in total revenue in fiscal year 2023. Expenses of $12.3M left a modest 11% surplus.

Mission

TO PROVIDE HEALTH COVERAGE FOR ACTIVE EMPLOYEES AND RETIREES.

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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 $12,943,829

Investment Income $814,385

Other Revenue $0

TOTAL REVENUE $13,758,214

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $429,160

TOTAL EXPENSES $12,261,102

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,758,214	$13,557,423	+0.0%
Expenses	$12,261,102	$12,166,722	+0.0%
Net Income	$1,497,112	$1,390,701	+0.1%

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

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
JOSE CASTELLANOS	TRUSTEE	4.00	Director	$0	$0	$0
LUIS BARRAGAN	TRUSTEE	4.00	Director	$0	$0	$0
JOHN KACHIRISKY	TRUSTEE	40.00	Officer Director	$0	$0	$0
ANOTHONY CARDENAL	TRUSTEE	4.00	Director	$0	$0	$0
PAUL MCCLASKEY	TRUSTEE	4.00	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	$13,758,214	$12,261,102	$29,419,949	$1,497,112
2022	$13,557,423	$12,166,722	$25,907,563	$1,390,701
2021	$15,200,082	$12,311,791	$28,131,813	$2,888,291
2020	$13,375,795	$11,400,502	$23,370,403	$1,975,293
2019	$12,711,323	$10,253,728	$19,908,940	$2,457,595
2018	$11,313,847	$9,333,943	$15,623,718	$1,979,904

SANTA ANA POLICE OFFICERS ASSOCIATION BENEFIT TRUST