SAN JOSE POA INSURANCE & BENEFIT F… - Form 990 Financial Data

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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

1988

Legal Domicile

Principal Officer

DAVID WOOLSEY

Phone

4082981133

Tax Period

2024-01-01 to 2024-12-31

SAN JOSE POA INSURANCE & BENEFIT FUND, founded in 1988, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024.

Mission

PROVIDES INSURANCE COVERAGE FOR MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $1,471,754

PROVIDES INSURANCE SERVICES FOR MEMBERS ELECTING TO PARTICIPATE, AND BASIC LIFE INSURANCE COVERAGE TO ALL MEMBERS

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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 $1,498,195

Investment Income $18,400

Other Revenue $0

TOTAL REVENUE $1,516,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,471,754

Other Expenses $37,765

TOTAL EXPENSES $1,471,754

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,516,595	$1,520,567	0.0%
Expenses	$1,471,754	$1,601,126	-0.1%
Net Income	$44,841	$-80,559	-1.6%

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
DAVID WOOLSEY	SERGEANT AT ARMS	Director	$0	$0	$0
ANTHONY KILMER	DIRECTOR	Director	$0	$0	$0
THEODORE DAVIS	DIRECTOR	Director	$0	$0	$0
CAT ALVAREZ	VICE PRESIDENT	Officer Director	$0	$0	$0
GEORGINA BARAJAS	DIRECTOR	Director	$0	$0	$0
ROBERT LABARBARA	DIRECTOR	Director	$0	$0	$0
RYAN FERGUSON	DIRECTOR	Director	$0	$0	$0
KESTON FRANKLIN	DIRECTOR	Director	$0	$0	$0
JASON BALBIANI	DIRECTOR	Director	$0	$0	$0
KIETH NEUMER	DIRECTOR	Director	$0	$0	$0
JOHN MOUTZOURIDIS	DIRECTOR	Director	$0	$0	$0
ASHLEY TRAVAGLIONE	DIRECTOR	Director	$0	$0	$0
SEBASTIAN WISNIEWSKI	DIRECTOR	Director	$0	$0	$0
DAVID WILSON	CFO	Officer	$0	$0	$0
STEVE SLACK	PRESIDENT	Officer	$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	$1,516,595	$1,471,754	$1,185,555	$44,841
2023	$1,440,864	$1,601,126	$1,046,181	$-160,262
2023	No data	No data	No data	No data
2022	$1,537,554	$1,558,830	$1,040,868	$-21,276
2022	$1,409,274	$1,558,282	$1,002,894	$-149,008
2021	$1,532,358	$1,648,590	$1,299,732	$-116,232
2020	$1,599,518	$1,608,905	$1,176,913	$-9,387
2019	$1,478,618	$1,527,092	$1,032,703	$-48,474
2018	$1,456,010	$1,594,836	$888,914	$-138,826

SAN JOSE POA INSURANCE & BENEFIT FUND