ASSOCIATION OF RETIRED SJ POLICE AND FIREFIGHTERS (EIN 942915220) - 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

1975

Legal Domicile

Principal Officer

LARRY SAMARRON

Phone

4087309974

Tax Period

2025-01-01 to 2025-12-31

ASSOCIATION OF RETIRED SJ POLICE AND FIREFIGHTERS, founded in 1975, is a small nonprofit that reported $327K in total revenue in fiscal year 2025. The organization ran a surplus of $135K, a strong 41% operating margin.

Mission

TO PROVIDE REPRESENTATION FOR RETIRED MEMBERS OF THE PUBLIC SAFETY SERVICES OF THE CITY OF SAN JOSE, CA WHO HAVE RETIRED EITHER FOR SERVICE OR DISABILITY UNDER THE CITY'S POLICE AND FIRE RETIREMENT SYSTEM.

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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 (2025)

Revenue Breakdown

Contributions & Grants $258,683

Program Service Revenue $0

Investment Income $66,584

Other Revenue $1,685

TOTAL REVENUE $326,952

Expense Breakdown

Grants Paid $47,614

Salaries & Benefits $21,100

Fundraising Expenses $0

Program Expenses $176,171

Other Expenses $123,343

TOTAL EXPENSES $192,057

Year-over-Year Comparison

	2025	2024	Change
Revenue	$326,952	$321,821	+0.0%
Expenses	$192,057	$211,312	-0.1%
Net Income	$134,895	$110,509	+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

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

$9,400

Total Directors

$13,900

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALT BUGNA	VP FIRE	5.00	Director	$2,400	$0	$2,400
KEN JACKSTEIT	DIRECTOR	2.00	Director	$2,400	$0	$2,400
LARRY SAMARRON	TREASURER	5.00	Officer	$2,400	$0	$2,400
JOHN SHUMAN	VP POLICE	5.00	Officer	$2,400	$0	$2,400
RAY STORMS	PRESIDENT	5.00	Officer	$2,400	$0	$2,400
DALE FOSTER	SECRETARY	5.00	Officer Director	$2,200	$0	$2,200
DON BARTELS	DIRECTOR	2.00	Director	$1,200	$0	$1,200
GARY JOHNSON	DIRECTOR	2.00	Director	$1,200	$0	$1,200
MICHAEL KIHMM	DIRECTOR	2.00	Director	$1,200	$0	$1,200
JIM SPENCE	DIRECTOR	2.00	Director	$1,200	$0	$1,200
TIM MILLER	DIRECTOR	2.00	Director	$1,000	$0	$1,000
JOE ROBERTS	DIRECTOR	2.00	Director	$700	$0	$700
MARY GUTIERREZ	DIRECTOR	2.00	Director	$200	$0	$200
ROBERT GUTIERREZ	DIRECTOR	2.00	Director	$200	$0	$200

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	$326,952	$192,057	$2,086,354	$134,895
2024	No data	No data	No data	No data
2023	$301,450	$146,939	$1,827,921	$154,511
2022	$275,786	$254,674	$1,690,640	$21,112
2021	$278,361	$130,698	$1,669,528	$147,663
2020	$300,060	$161,063	$1,521,865	$138,997
2019	$283,774	$139,418	$1,382,868	$144,356
2018	$270,712	$162,768	$1,238,512	$107,944

ASSOCIATION OF RETIRED SJ POLICE AND FIREFIGHTERS