FRESNO COUNTY RETIRED TEACHERS EDUCATIONAL FOUNDATION INC (EIN 731665179) - 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

2003

Legal Domicile

Phone

5592296351

Tax Period

2024-07-01 to 2025-06-30

FRESNO COUNTY RETIRED TEACHERS EDUCATIONAL FOUNDATION INC, founded in 2003, is a small nonprofit in the Education sector that reported $671K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $123K, a strong 18% operating margin.

Mission

LOW INCOME HOUSING

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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 $655,111

Program Service Revenue $0

Investment Income $0

Other Revenue $15,569

TOTAL REVENUE $670,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,099

Other Expenses $547,496

TOTAL EXPENSES $547,496

Year-over-Year Comparison

	2024	2023	Change
Revenue	$670,680	$615,248	+0.1%
Expenses	$547,496	$528,846	+0.0%
Net Income	$123,184	$86,402	+0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE FARLEY	CFO	2.00	Officer Director	$0	$0	$0
JACQUELINE HARPER	Director	1.00	Director	$0	$0	$0
BARBARA MENDES	Director	1.00	Director	$0	$0	$0
BRAD HUFF	Director	1.00	Director	$0	$0	$0
STEPHANIE RANA	Secretary	1.00	Officer Director	$0	$0	$0
DONNA GARCIA	Director	1.00	Director	$0	$0	$0
WAYNE BRIGHT	President	1.00	Officer Director	$0	$0	$0
GLENDA HOLMES	Director	1.00	Director	$0	$0	$0
GLADYS GRIFFITH	Director	1.00	Director	$0	$0	$0
SANDRA BRIGHT	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	$670,680	$547,496	$1,214,942	$123,184
2024	No data	No data	No data	No data
2023	$570,779	$582,202	$839,595	$-11,423
2022	$526,728	$462,903	$949,016	$63,825
2021	$332,860	$257,128	$171,316	$75,732
2020	$310,544	$286,746	$178,386	$23,798
2019	$297,023	$269,395	$597,285	$27,628

FRESNO COUNTY RETIRED TEACHERS EDUCATIONAL FOUNDATION INC