Retired Public Employees of San Joaquin County (EIN 770502858) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Phone

2094668556

Tax Period

2023-07-01 to 2024-06-30

Retired Public Employees of San Joaquin County, founded in 1999, is a micro nonprofit in the Community Improvement sector that reported $87K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $78K left a modest 11% surplus.

Mission

THE OBJECTIVES OF RETIRED PUBLIC EMPLOYEES OF SAN JOAQUIN COUNTY ARE TO (1) PROMOTE THE WELFARE OF SAN JOAQUIN COUNTY RETIRED PUBLIC EMPLOYEES AND THEIR BENEFICIARIES, (2) PROVIDE CURRENT EDUCATION AND INFORMATION FOR EMPLOYEES ABOUT TO RETIRE AND OTHER MEMBERS, (3) ADVOCATE, PARTICIPATE IN AND/OR PROMULGATE LEGISLATION AND POLICY AFFECTING RETIREES, (4) PUBLISH AND DISTRIBUTE A NEWSLETTER FOR THE BENEFIT OF THE MEMBERSHIP, AND (5) COORDINATE LEGISLATION AND POLICY AFFECTING RETIREES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,952

Program Service Revenue $66,312

Investment Income $11,194

Other Revenue $612

TOTAL REVENUE $87,070

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,400

Other Expenses $76,572

TOTAL EXPENSES $77,572

Year-over-Year Comparison

	2023	2022	Change
Revenue	$87,070	$69,675	+0.2%
Expenses	$77,572	$47,942	+0.6%
Net Income	$9,498	$21,733	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
Trish Huarte-Pechan	President	2.00	Officer Director	$0	$0	$0
Vicki Delph	Secretary	2.00	Officer Director	$0	$0	$0
Lisa Knight	Vice President	2.00	Officer Director	$0	$0	$0
Lois Sayhoun	Director	1.00	Director	$0	$0	$0
Edwina Byrd	Treasurer	2.00	Officer Director	$0	$0	$0
JC Weydert	Director	1.00	Director	$0	$0	$0
Evelyn Onweiler	Director	1.00	Director	$0	$0	$0
Diane Schultz	Director	1.00	Director	$0	$0	$0
Michelle Scott-Casale	Director	1.00	Director	$0	$0	$0
Steve Moore	Director	1.00	Director	$0	$0	$0
Adrian Van Houten	Director	1.00	Director	$0	$0	$0
John Solis	Director	1.00	Director	$0	$0	$0
Scott Onweiler	Director	1.00	Director	$0	$0	$0
Bill Mitchell	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	No data	No data	No data	No data
2024	$87,070	$77,572	$289,841	$9,498
2023	$69,675	$47,942	$280,343	$21,733
2022	$74,972	$56,641	$258,610	$18,331
2021	$66,190	$25,926	$240,279	$40,264
2020	$61,779	$46,568	$200,015	$15,211
2019	$60,282	$46,412	$184,804	$13,870

Retired Public Employees of San Joaquin County