PRESERVATION OF BENEFITS RETIREE A… - 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

2017

Legal Domicile

Principal Officer

George Rios

Phone

4087798707

Tax Period

2021-01-01 to 2021-12-31

PRESERVATION OF BENEFITS RETIREE ASSOCIATION, founded in 2017, is a small nonprofit that reported $289K in total revenue in fiscal year 2021. Revenue surged 70% from the prior year, signaling strong growth momentum. Expenses of $251K left a modest 13% surplus.

Mission

Protect and preserve members' retirement benefits.

Program Service Accomplishments

Program 1

Expenses: $251,208 Revenue: $0

Pursed remedy for employer's (City of San Jose) reduction in retirement benefits through litigation on behalf of the 20 members of the Preservation of Benefit Plan Retirees Association. The expenses...

Program 2

Expenses: $0 Revenue: $0

Monitored membership payment of dues to Association's attorney.

Program 3

Expenses: $0 Revenue: $0

Provided information to Association members on progress of legal proceedings, opportunities of discussion, and review of related maters.

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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 (2021)

Revenue Breakdown

Contributions & Grants $288,846

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $288,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $251,208

Other Expenses $251,208

TOTAL EXPENSES $251,208

Year-over-Year Comparison

	2021	2020	Change
Revenue	$288,846	$169,585	+0.7%
Expenses	$251,208	$143,753	+0.7%
Net Income	$37,638	$25,832	+0.5%

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

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
George Rios	Board Director (Co-leader)	2	Officer Director	$0	$0	$0
Wayne Tanda	Board Director (Co-leader)	2	Officer Director	$0	$0	$0
Robert Wilson	Board Director (Treasurer)	1	Officer Director	$0	$0	$0
Steve Turner	Board Director (Secretary)	1	Officer Director	$0	$0	$0
Randy Turner	Board Director	1	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
2021	$288,846	$251,208	$175,952	$37,638

PRESERVATION OF BENEFITS RETIREE ASSOCIATION