TRUST FOR RETIREES OF ASSOCIATED CALIFORNIA SCHOOLS (EIN 680449179) - 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

2000

Legal Domicile

Principal Officer

JARED CRITCHFIELD

Phone

5592253030

Tax Period

2024-01-01 to 2024-12-31

TRUST FOR RETIREES OF ASSOCIATED CALIFORNIA SCHOOLS, founded in 2000, is a small nonprofit in the Mutual Benefit sector that reported $396K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $347K left a modest 12% surplus.

Mission

TO HELP DEFRAY THE COSTS OF POST-RETIREMENT HEALTH INSURANCE BENEFITS THAT WILL BE AVAILABLE TO PARTICIPANTS UPON RETIREMENT FROM A PUBLIC SCHOOL EMPLOYER.

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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 $298,739

Investment Income $45,470

Other Revenue $51,750

TOTAL REVENUE $395,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $347,352

Other Expenses $100,318

TOTAL EXPENSES $347,352

Year-over-Year Comparison

	2024	2023	Change
Revenue	$395,959	$660,650	-0.4%
Expenses	$347,352	$357,241	0.0%
Net Income	$48,607	$303,409	-0.8%

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	Role	Reportable Comp	Other Comp	Total
JARED CRITCHFIELD	TRUSTEE	Director	$0	$0	$0
SARAH CROWE	TRUSTEE	Director	$0	$0	$0
TAMMY KAUP	TRUSTEE	Director	$0	$0	$0
NANCY KOHLMAN	TRUSTEE	Director	$0	$0	$0
JULIA MANDESON	TRUSTEE	Director	$0	$0	$0
TERRY MCCRORY	TRUSTEE	Director	$0	$0	$0
SEAN SNIDER	TRUSTEE	Director	$0	$0	$0
ALICIA WHITSON	TRUSTEE	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	$395,959	$347,352	$2,003,292	$48,607
2023	$660,650	$357,241	$1,813,717	$303,409
2022	$278,008	$252,198	$1,658,285	$25,810
2021	$309,305	$291,926	$1,991,133	$17,379
2020	$267,381	$287,253	$1,893,851	$-19,872
2019	$246,292	$210,796	$1,764,219	$35,496
2018	$255,033	$200,904	$1,500,687	$54,129

TRUST FOR RETIREES OF ASSOCIATED CALIFORNIA SCHOOLS