Placer Public Employees Organization (EIN 510160166) - 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

1975

Legal Domicile

Principal Officer

Jeremy Burch

Phone

9163201275

Tax Period

2024-01-01 to 2024-12-31

Placer Public Employees Organization, founded in 1975, is a small nonprofit that reported $968K in total revenue in fiscal year 2024.

Mission

To Support and promote good employment conditions

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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 $962,917

Program Service Revenue $0

Investment Income $1,168

Other Revenue $3,448

TOTAL REVENUE $967,533

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,338

Other Expenses $958,915

TOTAL EXPENSES $958,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$967,533	$965,743	+0.0%
Expenses	$958,915	$949,656	+0.0%
Net Income	$8,618	$16,087	-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

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	Role	Reportable Comp	Other Comp	Total
Jeremy Burch	President	Director	$0	$0	$0
Ellen Walker	Secretary	Director	$0	$0	$0
Melissa Sleeper	Treasurer	Director	$0	$0	$0
Matt Bartholomew	Board Member	Director	$0	$0	$0
Evan Cloutman	Vice President	Director	$0	$0	$0
Lisa Doty	Board Member	Director	$0	$0	$0
Steve Kent	Board Member	Director	$0	$0	$0
Lore Zuniga	Board Member	Director	$0	$0	$0
Nick Noriega	Board Member	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	$967,533	$958,915	$583,172	$8,618
2023	$965,743	$949,656	$624,358	$16,087
2022	$800,737	$762,111	$603,457	$38,626
2021	$993,879	$951,657	$599,716	$42,222
2020	$1,077,213	$1,094,661	$557,001	$-17,448
2019	$1,037,126	$1,022,900	$474,078	$14,226
2018	$1,158,649	$1,146,150	$463,659	$12,499

Placer Public Employees Organization