CHEVRON RETIREES ASSOCIATION (EIN 510189525) - 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

1971

Legal Domicile

Principal Officer

BRAD MCCULLOUGH

Phone

9724278669

Tax Period

2023-01-01 to 2023-12-31

CHEVRON RETIREES ASSOCIATION, founded in 1971, is a small nonprofit in the Mutual Benefit sector that reported $222K in total revenue in fiscal year 2023. The organization ran a surplus of $38K, a strong 17% operating margin.

Mission

CHEVRON RETIREES ASSOC. BRINGS VALUE TO RETIREES AND THEIR SPOUSES AND TO CHEVRON CORPORATION THROUGH SOCIAL INTERACTION, EDUCATION, COMMUNICATION, AND ADVOCACY OF MUTUALLY IMPORTANT ISSUES.

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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 $219,201

Program Service Revenue $0

Investment Income $2,633

Other Revenue $0

TOTAL REVENUE $221,834

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $183,592

Other Expenses $183,592

TOTAL EXPENSES $183,592

Year-over-Year Comparison

	2023	2022	Change
Revenue	$221,834	$211,966	+0.0%
Expenses	$183,592	$153,169	+0.2%
Net Income	$38,242	$58,797	-0.3%

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

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
BRAD MCCULLOUGH	PRESIDENT	001.00	Officer Director	$0	$0	$0
DEBORAH SEMENICK	SECRETARY	001.00	Officer Director	$0	$0	$0
PATRICIA BRANSON	TREASURER	001.00	Officer Director	$0	$0	$0
TED HENKEN	AREA VP	001.00	Officer Director	$0	$0	$0
CARL PATAKY	AREA VP	001.00	Officer Director	$0	$0	$0
JOHN BULLA	AREA VP	001.00	Officer Director	$0	$0	$0
E KEVIN RYAN	AREA VP	001.00	Officer Director	$0	$0	$0
MARK LIMON	AREA VP	001.00	Officer Director	$0	$0	$0
DARYL BENNICK	AREA VP	001.00	Officer Director	$0	$0	$0
JERRY LOHR	AREA VP	001.00	Officer Director	$0	$0	$0
RANDY ALBERS	AREA VP	001.00	Officer Director	$0	$0	$0
LEE JOHNSON	AREA VP	001.00	Officer Director	$0	$0	$0
GLENN EWAN	AREA VP	001.00	Officer Director	$0	$0	$0
JIM BONWELL	COMMITTEE CHAIR	001.00	Director	$0	$0	$0
WILLIAM SCHULTZ	COMMITTEE CHAIR	001.00	Director	$0	$0	$0
MAREE J STONE	COMMITTEE CHAIR	001.00	Director	$0	$0	$0
ADRIAN D'SOUZA	COMMITTEE CHAIR	001.00	Director	$0	$0	$0
WANDA REVES	COMMITTEE CHAIR	001.00	Director	$0	$0	$0
KATHY HENSCHEL	COMMITTEE CHAIR	001.00	Director	$0	$0	$0
HERB FARRINGTON	COMMITTEE CHAIR	001.00	Director	$0	$0	$0
KEVIN KELLY	COMMITTEE CHAIR	001.00	Director	$0	$0	$0
SKIP RHODES	COMMITTEE CHAIR	001.00	Director	$0	$0	$0
JOHN DEWES	PAST PRESIDENT	001.00	Director	$0	$0	$0
MIKE ELGIE	PAST PRESIDENT	001.00	Director	$0	$0	$0
VIC REVENKO	PAST PRESIDENT	001.00	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	$221,834	$183,592	$780,677	$38,242
2022	$211,966	$153,169	$742,435	$58,797
2021	$208,092	$146,324	$683,638	$61,768
2020	$202,889	$94,885	$621,870	$108,004

CHEVRON RETIREES ASSOCIATION