SACRAMENTO COUNTY RETIRED EMPLOYEES ASSOCIATION (EIN 942523383) - 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

1976

Legal Domicile

Principal Officer

DAVE IRISH

Phone

9162077437

Tax Period

2024-07-01 to 2025-06-30

SACRAMENTO COUNTY RETIRED EMPLOYEES ASSOCIATION, founded in 1976, is a small nonprofit that reported $123K in total revenue in fiscal year 2024. The organization ran a surplus of $31K, a strong 25% operating margin.

Mission

SUPPLEMENTAL INFORMATION TO FORM 990

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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 $103,535

Program Service Revenue $14,712

Investment Income $4,480

Other Revenue $18

TOTAL REVENUE $122,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,513

Other Expenses $91,513

TOTAL EXPENSES $91,513

Year-over-Year Comparison

	2024	2023	Change
Revenue	$122,745	$120,665	+0.0%
Expenses	$91,513	$83,780	+0.1%
Net Income	$31,232	$36,885	-0.2%

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

N/A

Independent Members

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROLFE APPEL	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
RICK GRIGGS	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
DIANA GIN	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
JAN HOLM	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
GREGORY LEAFE	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
SUE MURRAY	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
LARRY RODRIGUEZ	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
JANE SMITH	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
PAMELA THOMAS	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
BOB WEIL	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
DENISE CAMPOY	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
RANDY ANGELONI	PRESIDENT	2.00	Officer	$0	$0	$0
NANCY GUST	VICE PRESIDENT	2.00	Officer	$0	$0	$0
MARTHA HOOVER	RETIREMENT BOARD	2.00	Officer	$0	$0	$0
DAVE IRISH	TREASURER	10.00	Officer	$0	$0	$0
SANDRA LEAHY	SECRETARY	4.00	Officer	$0	$0	$0
BARBARA SMITH	BOARD OF DIRECTORS-PAST PR	2.00	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	$122,745	$91,513	$544,207	$31,232
2024	$120,665	$83,780	$501,117	$36,885

SACRAMENTO COUNTY RETIRED EMPLOYEES ASSOCIATION