GEORGIA RETIRED EDUCATORS ASSOCIATION (EIN 581266342) - 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

1958

Legal Domicile

Principal Officer

WILLIAM SLOAN JR

Phone

7702877721

Tax Period

2024-07-01 to 2025-06-30

GEORGIA RETIRED EDUCATORS ASSOCIATION, founded in 1958, is a small nonprofit that reported $854K in total revenue in fiscal year 2024. Expenses of $757K left a modest 11% surplus.

Mission

TO UNITE RETIRED EDUCATORS IN GEORGIA FOR FELLOWSHIP, SUPPORT AND EDUCATIONAL/COMMUNITY SERVICE, AND TO IMPROVE BENEFITS FOR ALL RETIRED EDUCATORS

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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 $0

Program Service Revenue $782,415

Investment Income $36,659

Other Revenue $34,822

TOTAL REVENUE $853,896

Expense Breakdown

Grants Paid $0

Salaries & Benefits $314,053

Fundraising Expenses $0

Program Expenses $573,891

Other Expenses $443,436

TOTAL EXPENSES $757,489

Year-over-Year Comparison

	2024	2023	Change
Revenue	$853,896	$816,350	+0.0%
Expenses	$757,489	$775,572	0.0%
Net Income	$96,407	$40,778	+1.4%

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

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

$91,576

Total Directors

$91,576

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM SLOAN JR	EXECUTIVE DI	40.00	Officer Director	$91,576	$0	$91,576
TERRIE ADKINS	DIRECTOR	1.00	Director	$0	$0	$0
LIZ BOUIS	SECRETARY	1.00	Officer Director	$0	$0	$0
JANE BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
MIMI DENNIS	DIRECTOR	1.00	Director	$0	$0	$0
EVELYN FILLINGAME	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY GRANT	PAST -PRESID	1.00	Officer Director	$0	$0	$0
FRANK HUTCHESON	DIRECTOR	1.00	Director	$0	$0	$0
SUELLEN JONES	DIRECTOR	1.00	Director	$0	$0	$0
DR SALLIE MILLS	PRESIDENT -	1.00	Officer Director	$0	$0	$0
CAROL MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
JOE O'NEAL	DIRECTOR	1.00	Director	$0	$0	$0
BECKY OLIVER	DIRECTOR	1.00	Director	$0	$0	$0
GERALDINE REID	PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROL ROE	DIRECTOR	1.00	Director	$0	$0	$0
EDNA SHURLEY	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
JUANITA TIPTON	DIRETOR	1.00	Director	$0	$0	$0
LOUIS FRANK TOMPKINS	DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN C UPCHURCH	TREASURER	1.00	Officer Director	$0	$0	$0
SHERRY WALDROP	DIRECTOR	1.00	Director	$0	$0	$0
DR MARIETTA WEBB	DIRECTOR	1.00	Director	$0	$0	$0
DR RODGER WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
GWENDOLYN YARBROUGH	DIRECTOR	1.00	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
2025	$853,896	$757,489	$1,395,098	$96,407
2024	$816,350	$775,572	$1,294,959	$40,778
2023	$938,200	$713,638	$1,250,074	$224,562
2022	$793,617	$616,403	$990,923	$177,214
2021	$727,822	$497,829	$887,379	$229,993
2020	$710,134	$491,680	$638,522	$218,454
2019	$746,802	$951,093	$382,599	$-204,291
2018	$745,578	$734,910	$579,377	$10,668

GEORGIA RETIRED EDUCATORS ASSOCIATION