Retired Employee of Merced County

Nonprofit profile at a glance

EIN
464225341
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024, Form 990-N 2017
Location
Merced, CA, USA
Phone
2097695556
Rating
40
Verdict
MIXED
Rating confidence
Moderate
Sector
Government and Public Administration

Reported finances

Revenue
$52,028
Expenses
$30,489
Assets
$234,861

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • LORI NORMAN (PRESIDENT)
  • DARTINE SOLIS (VICE PRESIDENT)

People named in this filing

  • LORI NORMAN (PRESIDENT)
  • DARTINE SOLIS (VICE PRESIDENT)
  • KAREN RODRIGUEZ (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To unite retired merced county employees to be informed of their retirement

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 2
  • Transparency & Controls: 82
  • Sustainability: 74
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 3.8%; rating input score 4
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 41.4%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 7.7; rating input score 89; 89th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 1.2% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 4.9% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 3.8% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: Filed program service accomplishments
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 4 of 5 current checks pass · 1 finding to review
  • Schedules: 1 filed schedules
  • Filing history: 7 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 4/100.
  • Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 56/100.