RETIRED EMPLOYEES OF SANTA BARBARA… - 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

1977

Legal Domicile

Principal Officer

BERNARD A MANUEL

Tax Period

2025-01-01 to 2025-12-31

RETIRED EMPLOYEES OF SANTA BARBARA COUNTY INC, founded in 1977, is a small nonprofit in the Recreation & Sports sector that reported $124K in total revenue in fiscal year 2025. Net assets of $658K represent 64 months of operating reserves.

Mission

To promote the welfare and health of Santa Barbara County retirees.

Program Service Accomplishments

Program 1

Expenses: $59,837

Provide support to all Santa Barbara County retirees and dependents.

Program 2

Expenses: $48,922 Revenue: $9,754

Conducting quarterly luncheon meetings to discuss retirees benefits.

Program 3

Expenses: $15,323

Publish a quarterly bulletin mailed to all Association members reporting on governmental involvement in retiree benefits and other retiree related items.

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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 $72,620

Program Service Revenue $0

Investment Income $19,287

Other Revenue $31,899

TOTAL REVENUE $123,806

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $12,600

Fundraising Expenses $0

Program Expenses $124,082

Other Expenses $111,160

TOTAL EXPENSES $135,760

Year-over-Year Comparison

	2025	2024	Change
Revenue	$123,806	$116,796	+0.1%
Expenses	$135,760	$94,640	+0.4%
Net Income	$-11,954	$22,156	-1.5%

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

$6,900

Total Directors

$12,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TONY MANUAL	President	4.00	Officer Director	$2,400	$0	$2,400
ANNETTE PALADI	Newsletter Edit	3.00	Director	$2,400	$0	$2,400
DAN REID	Treasurer	5.00	Officer Director	$1,800	$0	$1,800
MARK BRICKLY	Secretary	3.00	Officer Director	$1,800	$0	$1,800
RORY MOORE	Secretary	3.00	Officer Director	$900	$0	$900
ROBERT SPINNER	Director	2.00	Director	$900	$0	$900
ZANDRA CHOLMON	Director	2.00	Director	$900	$0	$900
TERESSA RODRIGUEZ	Director	2.00	Director	$900	$0	$900
CLAUDE RATEAU	Director	3.00	Director	$600	$0	$600

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	$123,806	$135,760	$658,406	$-11,954
2024	No data	No data	No data	No data
2023	$48,695	$39,243	$641,937	$9,452
2022	$40,531	$38,589	$635,587	$1,942
2021	$71,075	$38,331	$656,247	$32,744
2020	$79,600	$30,462	$616,733	$49,138
2019	$74,374	$23,031	$562,564	$51,343
2018	$66,355	$30,412	$505,326	$35,943

RETIRED EMPLOYEES OF SANTA BARBARA COUNTY INC