PASADENA POLICE RETIRED MEDICAL TRUST (EIN 957067743) - 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

1999

Legal Domicile

Principal Officer

SCHUYLER SANDEEN

Phone

4257717359

Tax Period

2023-01-01 to 2023-12-31

PASADENA POLICE RETIRED MEDICAL TRUST, founded in 1999, is a community nonprofit in the Mutual Benefit sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $444K, a strong 38% operating margin.

Mission

THE TRUST PROVIDES FOR REIMBURSEMENTS TO RETIRED BENEFICIARIES OF HEALTH INSURANCE PREMIUMS PAID BY THE BENEFICIARY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $816,733

Investment Income $342,918

Other Revenue $0

TOTAL REVENUE $1,159,651

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $195,673

TOTAL EXPENSES $716,030

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,159,651	$1,469,421	-0.2%
Expenses	$716,030	$629,778	+0.1%
Net Income	$443,621	$839,643	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCHUYLER SANDEEN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KEITH ROBERTS	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN GOMEZ	TRUSTEE	1.00	Director	$0	$0	$0
PAUL MCKINNEY	TRUSTEE	1.00	Director	$0	$0	$0
CARLO MONTIGLIO	TRUSTEE	1.00	Director	$0	$0	$0
JAMES RIEHL	TRUSTEE	1.00	Director	$0	$0	$0
ROGER ROLDAN	TRUSTEE	1.00	Director	$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
2024	No data	No data	No data	No data
2023	$1,159,651	$716,030	$21,616,431	$443,621
2022	$1,469,421	$629,778	$18,435,697	$839,643
2021	$3,278,828	$602,984	$21,575,404	$2,675,844
2020	$2,069,267	$536,365	$18,470,925	$1,532,902
2019	$1,305,694	$457,731	$16,224,166	$847,963
2018	$1,397,418	$409,324	$13,275,819	$988,094

PASADENA POLICE RETIRED MEDICAL TRUST