RETIRED PUBLIC EMPLOYEES ASSOCIATION OF CALIFORNIA (EIN 941408052) - 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

1958

Legal Domicile

Principal Officer

Catherine Jeppson

Phone

9164417732

Tax Period

2024-11-01 to 2025-06-30

RETIRED PUBLIC EMPLOYEES ASSOCIATION OF CALIFORNIA, founded in 1958, is a small nonprofit that reported $774K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. Net assets of $2.3M represent 35 months of operating reserves.

Mission

To educate members about post retirement issues

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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 $653,311

Program Service Revenue $0

Investment Income $77,652

Other Revenue $42,782

TOTAL REVENUE $773,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $189,465

Fundraising Expenses $0

Other Expenses $592,861

TOTAL EXPENSES $782,326

Year-over-Year Comparison

	2024	2023	Change
Revenue	$773,745	$1,176,670	-0.3%
Expenses	$782,326	$1,300,744	-0.4%
Net Income	$-8,581	$-124,074	-0.9%

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

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
John Frank	Director	10.00	Director	$0	$0	$0
Elena Yuasa	Dir. Membership	10.00	Director	$0	$0	$0
Randall Cheek	Dir Legislation	10.00	Director	$0	$0	$0
Al Fillon	Director	10.00	Director	$0	$0	$0
Steven Lacey	Director	10.00	Director	$0	$0	$0
Nelly Van Lommel	Director	10.00	Director	$0	$0	$0
Ken Brown	Director	10.00	Director	$0	$0	$0
JJ Jelincic	Dir. Health Ben	10.00	Director	$0	$0	$0
Tiffany Moran	Dir. Public Rel	10.00	Director	$0	$0	$0
Rachel Maldonado Aziminia	Director	10.00	Director	$0	$0	$0
Gary Harm	Director	10.00	Director	$0	$0	$0
Estela Merkosky	Director	10.00	Director	$0	$0	$0
Rosemary Knox	Past President	10.00	Officer	$0	$0	$0
Al Darby	Vice President	10.00	Officer	$0	$0	$0
Cathy Jeppson	Sec/Treasurer	10.00	Officer	$0	$0	$0
Margaret Brown	President	10.00	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
2025	$773,745	$782,326	$2,824,014	$-8,581
2024	$1,176,670	$1,300,744	$2,723,381	$-124,074
2023	$1,009,272	$1,073,617	$2,622,619	$-64,345
2022	$1,059,728	$921,244	$2,381,661	$138,484
2022	$1,078,765	$851,906	$2,528,338	$226,859
2021	$1,240,640	$715,878	$2,443,184	$524,762
2020	$1,219,614	$776,414	$1,954,290	$443,200
2019	$1,236,431	$901,719	$1,506,990	$334,712
2018	$1,188,080	$1,127,425	$1,195,089	$60,655

RETIRED PUBLIC EMPLOYEES ASSOCIATION OF CALIFORNIA