RETIRED PUBLIC EMPLOYEES ASSOCATION GROUP RETURN (EIN 943211595) - 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

1958

Legal Domicile

Phone

9164417732

Tax Period

2023-11-01 to 2024-10-31

RETIRED PUBLIC EMPLOYEES ASSOCATION GROUP RETURN, founded in 1958, is a small nonprofit that reported $231K in total revenue in fiscal year 2023. Expenses of $255K exceeded revenue, resulting in a 10% operating deficit.

Mission

TO EDUCATE MEMBERS ABOUT POST RETIREMENT ISSUES

🔒

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 $219,859

Program Service Revenue $0

Investment Income $2,647

Other Revenue $8,376

TOTAL REVENUE $230,882

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $254,569

TOTAL EXPENSES $254,569

Year-over-Year Comparison

	2023	2022	Change
Revenue	$230,882	$237,699	0.0%
Expenses	$254,569	$243,442	+0.0%
Net Income	$-23,687	$-5,743	+3.1%

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
Rosemary Knox	Past President	2.00	Director	$0	$0	$0
JJ Jelincic	Dir. Health Ben	2.00	Director	$0	$0	$0
Elena Yuasa	Dir Membership	2.00	Director	$0	$0	$0
Tiffany Moran	Dir Public Rela	2.00	Director	$0	$0	$0
Randall Cheek	Dir Legislation	2.00	Director	$0	$0	$0
Rachel Maldonado Aziminia	Director	2.00	Director	$0	$0	$0
Gary Harm	Director	2.00	Director	$0	$0	$0
Al Fillon	Director	2.00	Director	$0	$0	$0
Steven Lacey	Director	2.00	Director	$0	$0	$0
Nelly Van Lommel	Director	2.00	Director	$0	$0	$0
Ken Brown	Director	2.00	Director	$0	$0	$0
Kathleen Collins	Director	2.00	Director	$0	$0	$0
Margaret Brown	President	2.00	Officer	$0	$0	$0
Al Darby	Vice President	2.00	Officer	$0	$0	$0
Cathy Jeppson	Sec/Treasurer	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	No data	No data	No data	No data
2024	$230,882	$254,569	$898,293	$-23,687
2023	$237,699	$243,442	$921,980	$-5,743
2022	$215,161	$178,466	$927,723	$36,695
2021	$261,370	$107,799	$891,028	$153,571
2020	$277,394	$163,985	$737,457	$113,409

RETIRED PUBLIC EMPLOYEES ASSOCATION GROUP RETURN